2026 Q2 Portfolio Activity
In 2026 Q2, Kynam Capital Management, LP maintained a portfolio of 44 distinct positions. The most significant new addition was SUMMIT THERAPEUTICS INC, now representing 0.97% of the total fund value. They heavily accumulated shares in TRAVERE THERAPEUTICS INC, increasing the position by 3543.0%. Conversely, Kynam Capital Management, LP completely exited their position in KALVISTA PHARMACEUTICALS INC.
Position History
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Total Positions
44
Quarter
2026 Q2
Top Holding
CLDX (10.9%)
Top 10 Concentration
72.7%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-44 of 44
Kynam Capital Management, LP Full Holdings List — 2026 Q2
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
CLDX
CELLDEX THERAPE...
|
Healthcare | 10.95% | 11.43% |
#1
1
Prev: #2
|
6.5 |
—
|
-517,659 | -8.9% |
P
S
|
5,322,908 | $198,065,407 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SNDX
SYNDAX PHARMACE...
|
Healthcare | 9.73% | 11.60% |
#2
1
Prev: #1
|
6.4 |
—
|
no change | no change |
P
S
|
8,050,959 | $175,993,964 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
PCVX
VAXCYTE INC
|
Healthcare | 9.39% | 10.48% |
#3
Prev: #3
|
5.8 |
—
|
no change | no change |
P
S
|
2,922,335 | $169,875,334 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
COGT
COGENT BIOSCIEN...
|
Healthcare | 7.84% | 9.59% |
#4
Prev: #4
|
4.1 |
—
|
-370,234 | -9.2% |
P
S
|
3,667,097 | $141,916,654 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
VERA
VERA THERAPEUTI...
|
Healthcare | 6.85% | 8.43% |
#5
Prev: #5
|
3.7 |
—
|
-508,165 | -15.0% |
P
S
|
2,890,059 | $124,012,432 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
VRDN
VIRIDIAN THERAP...
|
Healthcare | 6.55% | 2.83% |
#6
4
Prev: #10
|
5.6 |
—
|
4,112,225 | 175.6% |
P
S
|
6,453,877 | $118,557,720 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
TVTX
TRAVERE THERAPE...
|
Healthcare | 6.28% | 2.88% |
#7
2
Prev: #9
|
5.0 |
—
|
430,982 | 27.5% |
P
S
|
2,000,000 | $113,620,000 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
BEAM
BEAM THERAPEUTI...
|
Healthcare | 5.39% | 5.41% |
#8
2
Prev: #6
|
2.2 |
—
|
-841,393 | -22.9% |
P
S
|
2,840,792 | $97,495,981 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
URGN
UROGEN PHARMA L...
|
Healthcare | 4.95% | 2.49% |
#9
3
Prev: #12
|
4.0 |
—
|
186,814 | 8.3% |
P
S
|
2,434,207 | $89,578,818 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
LEGN
LEGEND BIOTECH ...
|
Healthcare | 4.79% | 1.76% |
#10
5
Prev: #15
|
4.9 |
—
|
1,424,910 | 90.4% |
P
S
|
3,001,205 | $86,674,800 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CTMX
CYTOMX THERAPEU...
|
Healthcare | 4.50% | 4.35% |
#11
4
Prev: #7
|
4.3 |
—
|
6,690,000 | 44.6% |
P
S
|
21,703,093 | $81,386,599 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
RLAY
RELAY THERAPEUT...
|
Healthcare | 3.41% | 0.87% |
#12
14
Prev: #26
|
4.4 |
—
|
1,875,741 | 131.7% |
P
S
|
3,300,000 | $61,743,000 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CGEM
CULLINAN THERAP...
|
Healthcare | 3.13% | 2.73% |
#13
2
Prev: #11
|
2.3 |
—
|
no change | no change |
P
S
|
3,114,132 | $56,708,344 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
MBX
MBX BIOSCIENCES...
|
Healthcare | 2.85% | 1.72% |
#14
2
Prev: #16
|
2.1 |
—
|
no change | no change |
P
S
|
934,799 | $51,600,905 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
IMCR
IMMUNOCORE HLDG...
|
Healthcare | 2.41% | 1.65% |
#15
2
Prev: #17
|
4.0 |
—
|
490,063 | 55.4% |
P
S
|
1,375,000 | $43,656,250 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
NRIX
NURIX THERAPEUT...
|
Healthcare | 1.60% | 1.14% |
#16
7
Prev: #23
|
1.6 |
—
|
no change | no change |
P
S
|
1,194,757 | $28,984,805 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
STRO
SUTRO BIOPHARMA...
|
Healthcare | 1.60% | 1.34% |
#17
2
Prev: #19
|
1.6 |
—
|
no change | no change |
P
S
|
872,558 | $28,968,926 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
BCRX
BIOCRYST PHARMA...
|
Healthcare | 1.39% | 3.34% |
#18
10
Prev: #8
|
0.6 |
—
|
-3,158,135 | -55.6% |
P
S
|
2,522,660 | $25,226,600 | 2022 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
PHVS
PHARVARIS N V
|
Healthcare | 1.26% | 1.12% |
#19
5
Prev: #24
|
1.0 |
—
|
21,400 | 3.3% |
P
S
|
661,795 | $22,884,871 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SMMT
SUMMIT THERAPEU...
|
Healthcare | 0.97% | — |
#20
Prev: #—
|
3.9 |
—
|
1,200,000 | — |
NEW
|
1,200,000 | $17,484,000 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
PRLD
PRELUDE THERAPE...
|
Healthcare | 0.71% | 0.34% |
#21
13
Prev: #34
|
3.3 |
—
|
822,536 | 51.6% |
P
S
|
2,415,087 | $12,872,414 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
INSM
INSMED INC
|
Healthcare | 0.59% | — |
#22
Prev: #—
|
3.7 |
—
|
100,000 | — |
NEW
|
100,000 | $10,662,000 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
BNR
BURNING ROCK BI...
|
Healthcare | 0.58% | 1.22% |
#23
2
Prev: #21
|
0.7 |
—
|
11,008 | 0.9% |
P
S
|
1,238,563 | $10,517,747 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
GERN
GERON CORP
|
Healthcare | 0.48% | 0.63% |
#24
3
Prev: #27
|
1.2 |
—
|
no change | no change |
P
S
|
6,836,318 | $8,750,487 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
AMRN
AMARIN CORP PLC
|
Healthcare | 0.47% | 0.42% |
#25
7
Prev: #32
|
2.2 |
—
|
60,600 | 12.8% |
P
S
|
532,982 | $8,495,733 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ALEC
ALECTOR INC
|
Healthcare | 0.42% | 0.27% |
#26
10
Prev: #36
|
3.2 |
—
|
1,808,494 | 90.4% |
P
S
|
3,808,494 | $7,655,073 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
N/A
PARABILIS MEDIC...
|
|
Unknown | 0.38% | — |
#27
Prev: #—
|
3.7 |
—
|
250,000 | — |
NEW
|
250,000 | $6,842,500 | — | 13F Filing | 2026-06-30 | 2026-08-14 | ||
|
CRBU
CARIBOU BIOSCIE...
|
Healthcare | 0.24% | 0.29% |
#28
7
Prev: #35
|
1.1 |
—
|
no change | no change |
P
S
|
2,503,302 | $4,405,812 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
PRQR
PROQR THRAPEUTI...
|
Healthcare | 0.16% | 0.16% |
#29
8
Prev: #37
|
1.1 |
—
|
no change | no change |
P
S
|
1,566,317 | $2,913,350 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CADL
CANDEL THERAPEU...
|
Healthcare | 0.06% | 0.06% |
#30
9
Prev: #39
|
0.0 |
—
|
-103,259 | -51.6% |
P
S
|
96,741 | $996,432 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
N/A
ENGENE THERAPEU...
|
|
Unknown | 0.04% | — |
#31
Prev: #—
|
3.5 |
—
|
457,855 | — |
NEW
|
457,855 | $792,089 | — | 13F Filing | 2026-06-30 | 2026-08-14 | ||
|
TRAW
TRAWS PHARMA IN...
|
Healthcare | 0.00% | — |
#32
Prev: #—
|
3.5 |
—
|
84,400 | — |
NEW
|
84,400 | $71,175 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
TVTX
PUT
TRAVERE THERAPE...
|
PUT Option | 0.00% | 0.10% |
Sold All 😨
(Was: #38) |
0.0 |
—
|
-54,900 | -100.0% |
CLOSED
|
— | $— | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
BHVN
BIOHAVEN LTD
|
Healthcare | 0.00% | 0.37% |
Sold All 😨
(Was: #33) |
0.0 |
—
|
-702,884 | -100.0% |
CLOSED
|
— | $— | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CLYM
CLIMB BIO INC
|
Healthcare | 0.00% | 0.42% |
Sold All 😨
(Was: #31) |
0.0 |
—
|
-1,003,341 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
WVE
WAVE LIFE SCIEN...
|
Healthcare | 0.00% | 0.43% |
Sold All 😨
(Was: #30) |
0.0 |
—
|
-965,193 | -100.0% |
CLOSED
|
— | $— | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
DSGN
DESIGN THERAPEU...
|
Healthcare | 0.00% | 0.51% |
Sold All 😨
(Was: #29) |
0.0 |
—
|
-784,606 | -100.0% |
CLOSED
|
— | $— | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ENGN
ENGENE HOLDINGS...
|
Healthcare | 0.00% | 0.57% |
Sold All 😨
(Was: #28) |
0.0 |
—
|
-1,356,843 | -100.0% |
CLOSED
|
— | $— | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
EVMN
EVOMMUNE INC
|
Healthcare | 0.00% | 0.89% |
Sold All 😨
(Was: #25) |
0.0 |
—
|
-625,496 | -100.0% |
CLOSED
|
— | $— | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SLNO
SOLENO THERAPEU...
|
Healthcare | 0.00% | 1.16% |
Sold All 😨
(Was: #22) |
0.0 |
—
|
-560,000 | -100.0% |
CLOSED
|
— | $— | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
RVMD
PUT
REVOLUTION MEDI...
|
PUT Option | 0.00% | 1.24% |
Sold All 😨
(Was: #20) |
0.0 |
—
|
-207,500 | -100.0% |
CLOSED
|
— | $— | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
TVTX
CALL
TRAVERE THERAPE...
|
CALL Option | 0.00% | 1.47% |
Sold All 😨
(Was: #18) |
0.0 |
—
|
-800,000 | -100.0% |
CLOSED
|
— | $— | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
APLS
APELLIS PHARMAC...
|
Healthcare | 0.00% | 2.05% |
Sold All 😨
(Was: #14) |
0.0 |
—
|
-825,000 | -100.0% |
CLOSED
|
— | $— | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
KALV
KALVISTA PHARMA...
|
Healthcare | 0.00% | 2.26% |
Sold All 😨
(Was: #13) |
0.0 |
—
|
-1,820,954 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 |
Showing 1-44 of 44 holdings