2026 Q1 Portfolio Activity
In 2026 Q1, Kynam Capital Management, LP maintained a portfolio of 44 distinct positions. The most significant new addition was UROGEN PHARMA LTD, now representing 2.49% of the total fund value. They heavily accumulated shares in BEAM THERAPEUTICS INC, increasing the position by 293.0%. The fund also reduced its exposure to COGENT BIOSCIENCES INC by 34.5%.
Position History
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Total Positions
44
Quarter
2026 Q1
Top Holding
SNDX (11.6%)
Top 10 Concentration
70.3%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-44 of 44
Kynam Capital Management, LP Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
SNDX
SYNDAX PHARMACE...
|
Healthcare | 11.60% | 10.81% |
#1
2
Prev: #3
|
7.0 | no change | no change |
P
S
|
8,050,959 | $188,070,402 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
CLDX
CELLDEX THERAPE...
|
Healthcare | 11.43% | 10.31% |
#2
2
Prev: #4
|
6.0 | -102,613 | -1.7% |
P
S
|
5,840,567 | $185,262,785 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
PCVX
VAXCYTE INC
|
Healthcare | 10.48% | 8.61% |
#3
2
Prev: #5
|
6.0 | no change | no change |
P
S
|
2,922,335 | $169,816,887 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
COGT
COGENT BIOSCIEN...
|
Healthcare | 9.59% | 13.99% |
#4
3
Prev: #1
|
4.3 | -2,127,892 | -34.5% |
P
S
|
4,037,331 | $155,396,870 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
VERA
VERA THERAPEUTI...
|
Healthcare | 8.43% | 11.11% |
#5
3
Prev: #2
|
4.4 | -34,827 | -1.0% |
P
S
|
3,398,224 | $136,710,552 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
BEAM
BEAM THERAPEUTI...
|
Healthcare | 5.41% | 4.32% |
#6
1
Prev: #7
|
5.2 | 1,241,971 | 50.9% |
P
S
|
3,682,185 | $87,746,469 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
CTMX
CYTOMX THERAPEU...
|
Healthcare | 4.35% | 2.44% |
#7
4
Prev: #11
|
4.7 | 6,047,016 | 67.4% |
P
S
|
15,013,093 | $70,561,537 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
BCRX
BIOCRYST PHARMA...
|
Healthcare | 3.34% | 4.67% |
#8
2
Prev: #6
|
1.3 | -3,685,731 | -39.4% |
P
S
|
5,680,795 | $54,081,168 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
TVTX
TRAVERE THERAPE...
|
Healthcare | 2.88% | 1.26% |
#9
13
Prev: #22
|
4.2 | 1,051,134 | 203.0% |
P
S
|
1,569,018 | $46,615,525 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
VRDN
VIRIDIAN THERAP...
|
Healthcare | 2.83% | 2.92% |
#10
2
Prev: #8
|
4.1 | 871,111 | 59.2% |
P
S
|
2,341,652 | $45,802,713 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
CGEM
CULLINAN THERAP...
|
Healthcare | 2.73% | 2.06% |
#11
3
Prev: #14
|
2.1 | no change | no change |
P
S
|
3,114,132 | $44,251,816 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
URGN
UROGEN PHARMA L...
|
Healthcare | 2.49% | — |
#12
Prev: #—
|
4.5 | 2,247,393 | — |
NEW
|
2,247,393 | $40,408,126 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
KALV
KALVISTA PHARMA...
|
Healthcare | 2.26% | 1.87% |
#13
4
Prev: #17
|
1.4 | 10,000 | 0.6% |
P
S
|
1,820,954 | $36,655,804 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
APLS
APELLIS PHARMAC...
|
Healthcare | 2.05% | 1.46% |
#14
5
Prev: #19
|
1.3 | -83,607 | -9.2% |
P
S
|
825,000 | $33,189,750 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
LEGN
LEGEND BIOTECH ...
|
Healthcare | 1.76% | — |
#15
Prev: #—
|
4.2 | 1,576,295 | — |
NEW
|
1,576,295 | $28,515,177 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
MBX
MBX BIOSCIENCES...
|
Healthcare | 1.72% | 1.88% |
#16
Prev: #16
|
1.7 | no change | no change |
P
S
|
934,799 | $27,903,750 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
IMCR
IMMUNOCORE HLDG...
|
Healthcare | 1.65% | 1.90% |
#17
2
Prev: #15
|
1.2 | 28,475 | 3.3% |
P
S
|
884,937 | $26,680,851 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
TVTX
CALL
TRAVERE THERAPE...
|
CALL Option | 1.47% | — |
#18
Prev: #—
|
4.1 | 800,000 | — |
NEW
|
800,000 | $23,768,000 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
STRO
SUTRO BIOPHARMA...
|
Healthcare | 1.34% | 0.35% |
#19
9
Prev: #28
|
3.5 | 392,968 | 81.9% |
P
S
|
872,558 | $21,735,420 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
RVMD
PUT
REVOLUTION MEDI...
|
PUT Option | 1.24% | — |
#20
Prev: #—
|
4.0 | 207,500 | — |
NEW
|
207,500 | $20,179,375 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
BNR
BURNING ROCK BI...
|
Healthcare | 1.22% | 1.28% |
#21
Prev: #21
|
3.0 | 232,672 | 23.4% |
P
S
|
1,227,555 | $19,790,507 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
SLNO
SOLENO THERAPEU...
|
Healthcare | 1.16% | — |
#22
Prev: #—
|
4.0 | 560,000 | — |
NEW
|
560,000 | $18,748,800 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
NRIX
NURIX THERAPEUT...
|
Healthcare | 1.14% | 2.39% |
#23
11
Prev: #12
|
0.5 | -775,600 | -39.4% |
P
S
|
1,194,757 | $18,518,734 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
PHVS
PHARVARIS N V
|
Healthcare | 1.12% | 1.14% |
#24
1
Prev: #23
|
1.4 | no change | no change |
P
S
|
640,395 | $18,091,159 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
EVMN
EVOMMUNE INC
|
Healthcare | 0.89% | 0.20% |
#25
9
Prev: #34
|
3.4 | 440,014 | 237.2% |
P
S
|
625,496 | $14,380,153 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
RLAY
RELAY THERAPEUT...
|
Healthcare | 0.87% | 0.77% |
#26
1
Prev: #25
|
1.3 | no change | no change |
P
S
|
1,424,259 | $14,171,377 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
GERN
GERON CORP
|
Healthcare | 0.63% | 0.29% |
#27
3
Prev: #30
|
3.3 | 3,380,000 | 97.8% |
P
S
|
6,836,318 | $10,186,114 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ENGN
ENGENE HOLDINGS...
|
Healthcare | 0.57% | 0.86% |
#28
4
Prev: #24
|
0.7 | -136,055 | -9.1% |
P
S
|
1,356,843 | $9,240,101 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
DSGN
DESIGN THERAPEU...
|
Healthcare | 0.51% | 0.47% |
#29
2
Prev: #27
|
1.2 | no change | no change |
P
S
|
784,606 | $8,348,208 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
WVE
WAVE LIFE SCIEN...
|
Healthcare | 0.43% | 2.36% |
#30
17
Prev: #13
|
0.2 | -1,203,912 | -55.5% |
P
S
|
965,193 | $6,997,649 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
CLYM
CLIMB BIO INC
|
Healthcare | 0.42% | 0.26% |
#31
Prev: #31
|
0.7 | -25,000 | -2.4% |
P
S
|
1,003,341 | $6,872,886 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
AMRN
AMARIN CORP PLC
|
Healthcare | 0.42% | 0.35% |
#32
3
Prev: #29
|
2.7 | 83,109 | 21.3% |
P
S
|
472,382 | $6,830,644 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
BHVN
BIOHAVEN LTD
|
Healthcare | 0.37% | 0.51% |
#33
7
Prev: #26
|
1.1 | no change | no change |
P
S
|
702,884 | $5,946,399 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
PRLD
PRELUDE THERAPE...
|
Healthcare | 0.34% | 0.15% |
#34
3
Prev: #37
|
3.1 | 803,684 | 101.9% |
P
S
|
1,592,551 | $5,446,524 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
CRBU
CARIBOU BIOSCIE...
|
Healthcare | 0.29% | 0.25% |
#35
3
Prev: #32
|
1.1 | no change | no change |
P
S
|
2,503,302 | $4,756,274 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ALEC
ALECTOR INC
|
Healthcare | 0.27% | 0.20% |
#36
Prev: #36
|
1.1 | no change | no change |
P
S
|
2,000,000 | $4,300,000 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
PRQR
PROQR THRAPEUTI...
|
Healthcare | 0.16% | 0.20% |
#37
2
Prev: #35
|
1.1 | no change | no change |
P
S
|
1,566,317 | $2,537,434 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
TVTX
PUT
TRAVERE THERAPE...
|
PUT Option | 0.10% | — |
#38
Prev: #—
|
3.5 | 54,900 | — |
NEW
|
54,900 | $1,631,079 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
CADL
CANDEL THERAPEU...
|
Healthcare | 0.06% | — |
#39
Prev: #—
|
3.5 | 200,000 | — |
NEW
|
200,000 | $980,000 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
OMER
PUT
OMEROS CORP
|
PUT Option | 0.00% | 0.22% |
Sold All 😨
(Was: #33) |
0.0 | -200,000 | -100.0% |
CLOSED
|
— | $— | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
DVAX
DYNAVAX TECHNOL...
|
Unknown | 0.00% | 1.35% |
Sold All 😨
(Was: #20) |
0.0 | -1,375,632 | -100.0% |
CLOSED
|
— | $— | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
BEAM
CALL
BEAM THERAPEUTI...
|
CALL Option | 0.00% | 1.66% |
Sold All 😨
(Was: #18) |
0.0 | -937,000 | -100.0% |
CLOSED
|
— | $— | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
CGON
CG ONCOLOGY INC
|
Healthcare | 0.00% | 2.51% |
Sold All 😨
(Was: #10) |
0.0 | -945,830 | -100.0% |
CLOSED
|
— | $— | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
TYRA
TYRA BIOSCIENCE...
|
Healthcare | 0.00% | 2.63% |
Sold All 😨
(Was: #9) |
0.0 | -1,564,492 | -100.0% |
CLOSED
|
— | $— | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 |
Showing 1-44 of 44 holdings