Kynam Capital Management, LP Portfolio Holdings

Kynam Capital Management, LP

  • $1.18 Billion
  • Q3 2025

Kynam Capital Management, LP has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.18 Billion distributed in 35 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Celldex Therapeutics, Inc. with a value of $158M, Syndax Pharmaceuticals Inc with a value of $131M, Vera Therapeutics, Inc. with a value of $117M, Cogent Biosciences, Inc. with a value of $113M, and Vaxcyte, Inc. with a value of $111M.

Examining the 13F form we can see an increase of $346M in the current position value, from $837M to 1.18B.

Kynam Capital Management, LP is based out at Princeton, NJ

Below you can find more details about Kynam Capital Management, LP portfolio as well as his latest detailed transactions.

Portfolio value $1.18 Billion
Healthcare: $1.18 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$255M
$11.6 Million 0.98% of portfolio
3,646,503
Q3 2025 Added 69.26%
$124M
$7.15 Million 0.6% of portfolio
3,067,774
Q2 2025 Reduced 6.16%
$109M
$4.23 Million 0.36% of portfolio
1,028,341
Q2 2025 Reduced 1.78%
$156M
$3.48 Million 0.29% of portfolio
1,649,462
Q2 2025 Reduced 5.75%

Summary

  • Portfolio
  • No. of Stocks 35
  • Current Value $1.18 Billion
  • Prior Value $837 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 5 stocks
  • Additional Purchases 7 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 4 stocks
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