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Kynam Capital Management, LP 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Kynam Capital Management, LP

报告期 2026-03-31 · CIK 0001907884

持仓数

39

前50大市值合计

$1.62B

报告期

2026-03-31

当前持仓调仓

前 39 大持仓

标的

类型

市值

股数

占比*

SNDX SYNDAX PHARMACEUTICALS INC

COM

$188.1M

8,050,959

11.6%

CLDX CELLDEX THERAPEUTICS INC NEW

COM NEW

$185.3M

5,840,567

11.4%

PCVX VAXCYTE INC

COM

$169.8M

2,922,335

10.5%

COGT COGENT BIOSCIENCES INC

COM

$155.4M

4,037,331

9.6%

VERA VERA THERAPEUTICS INC

CL A

$136.7M

3,398,224

8.4%

BEAM BEAM THERAPEUTICS INC

COM

$87.7M

3,682,185

5.4%

CTMX CYTOMX THERAPEUTICS INC.

COM

$70.6M

15,013,093

4.4%

BCRX BIOCRYST PHARMACEUTICALS INC

COM

$54.1M

5,680,795

3.3%

TVTX TRAVERE THERAPEUTICS INC

COM

$46.6M

1,569,018

2.9%

VRDN VIRIDIAN THERAPEUTICS INC

COM

$45.8M

2,341,652

2.8%

CGEM CULLINAN THERAPEUTICS INC

COM

$44.3M

3,114,132

2.7%

— UROGEN PHARMA LTD

COM

$40.4M

2,247,393

2.5%

— KALVISTA PHARMACEUTICALS INC

COM

$36.7M

1,820,954

2.3%

— APELLIS PHARMACEUTICALS INC

COM

$33.2M

825,000

2.0%

LEGN LEGEND BIOTECH CORP

SPONSORED ADS

$28.5M

1,576,295

1.8%

MBX MBX BIOSCIENCES INC

COM

$27.9M

934,799

1.7%

IMCR IMMUNOCORE HLDGS PLC

ADS

$26.7M

884,937

1.6%

TVTX TRAVERE THERAPEUTICS INC

COM · 认购

$23.8M

800,000

1.5%

STRO SUTRO BIOPHARMA INC

COM SHS

$21.7M

872,558

1.3%

RVMD REVOLUTION MEDICINES INC

COM · 认沽

$20.2M

207,500

1.2%

BNR BURNING ROCK BIOTECH LTD

SPONSORED ADS

$19.8M

1,227,555

1.2%

— SOLENO THERAPEUTICS INC

COM

$18.7M

560,000

1.2%

NRIX NURIX THERAPEUTICS INC

COM

$18.5M

1,194,757

1.1%

— PHARVARIS N V

COM

$18.1M

640,395

1.1%

EVMN EVOMMUNE INC

COM SHS

$14.4M

625,496

0.9%

RLAY RELAY THERAPEUTICS INC

COM

$14.2M

1,424,259

0.9%

GERN GERON CORP

COM

$10.2M

6,836,318

0.6%

— ENGENE HOLDINGS INC

COM

$9.2M

1,356,843

0.6%

DSGN DESIGN THERAPEUTICS INC

COM

$8.3M

784,606

0.5%

— WAVE LIFE SCIENCES LTD

SHS

$7.0M

965,193

0.4%

CLYM CLIMB BIO INC

COM

$6.9M

1,003,341

0.4%

AMRN AMARIN CORP PLC

SPONSORED ADR

$6.8M

472,382

0.4%

— BIOHAVEN LTD

COM

$5.9M

702,884

0.4%

PRLD PRELUDE THERAPEUTICS INC

COM

$5.4M

1,592,551

0.3%

CRBU CARIBOU BIOSCIENCES INC

COM

$4.8M

2,503,302

0.3%

ALEC ALECTOR INC

COM

$4.3M

2,000,000

0.3%

— PROQR THRAPEUTICS N V

SHS EURO

$2.5M

1,566,317

0.2%

TVTX TRAVERE THERAPEUTICS INC

COM · 认沽

$1.6M

54,900

0.1%

CADL CANDEL THERAPEUTICS INC

COM

$980.0K

200,000

0.1%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

57%前 6 大占比

SNDX11.6%CLDX11.4%PCVX10.5%COGT9.6%VERA8.4%BEAM5.4%