Kynam Capital Management, LP

Q1 2026 13F-HR Holdings

Location
Princeton, NJ
Holdings as of
3/31/2026
Date filed
5/15/2026
Form type
13F-HR
Num holdings
39
Total value ($000)
$1,621,127
Net value change ($000)
+55,674 (3.6%)
New positions
4
Sold out positions
3
Turnover %
12.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/17/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
URGN 40,408 NEW
PCVX 34,980 25.9%
CTMX 32,367 84.7%
LEGN 28,515 NEW
TVTX 26,828 135.6%
CLDX 23,846 14.8%
BEAM 20,103 29.7%
SNDX 18,919 11.2%
SLNO 18,749 NEW
STRO 16,186 291.7%
Top Reduces (Value $000, Stocks/ETFs)
COGT -63,592 -29.0%
TYRA -41,130 -100.0%
CGON -39,271 -100.0%
VERA -37,139 -21.4%
WAVE LIFE SCIENCES LTD -29,877 -81.0%
DVAX -21,157 -100.0%
BCRX -18,978 -26.0%
NRIX -18,859 -50.5%
ENGN -4,241 -31.5%
IMCR -3,047 -10.2%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 45,578 (2.8% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type