Kynam Capital Management, LP Portfolio Holdings by Sector
Kynam Capital Management, LP
- $953 Million
- Q1 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Biotechnology | Healthcare
SNDX CLDX VERA COGT PCVX VRTX LQDA BCRX 18 stocks |
$696,074
73.06% of portfolio
|
4
|
6
|
1
|
- |
0
Calls
1
Puts
|
|
Diagnostics & Research | Healthcare
NTRA BNR 2 stocks |
$189,957
19.94% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
DVAX IRWD 2 stocks |
$66,768
7.01% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|