Kynam Capital Management, LP

Q2 2026 13F-HR Holdings

Location
Princeton, NJ
Holdings as of
6/30/2026
Date filed
8/14/2026
Form type
13F-HR
Num holdings
32
Total value ($000)
$1,809,410
Net value change ($000)
+188,283 (11.6%)
New positions
5
Sold out positions
9
Turnover %
9.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/15/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
VRDN 72,755 158.8%
TVTX 67,004 143.7%
LEGN 58,160 204.0%
URGN 49,171 121.7%
RLAY 47,572 335.7%
MBX 23,697 84.9%
SMMT 17,484 NEW
IMCR 16,975 63.6%
CLDX 12,802 6.9%
CGEM 12,456 28.1%
Top Reduces (Value $000, Stocks/ETFs)
KALV -36,656 -100.0%
APLS -33,190 -100.0%
BCRX -28,854 -53.4%
SLNO -18,749 -100.0%
EVMN -14,380 -100.0%
COGT -13,480 -8.7%
VERA -12,699 -9.3%
SNDX -12,076 -6.4%
BNR -9,273 -46.9%
ENGN -9,240 -100.0%
Instrument mix + QoQ Δ (ex-options)
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