StockDriftsStockDriftsTop 30 Kynam Capital Management LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CLDX | CELLDEX THERAPEUTICS INC NEW | 10.95% | 5.32M | $198.1M | -8.86%(-517.66K) | $30.46(+37.72%) | 2026-06-30 | |
| SNDX | SYNDAX PHARMACEUTICALS INC | 9.73% | 8.05M | $176.0M | +0.00%(+0) | $18.59(+6.71%) | 2026-06-30 | |
| PCVX | VAXCYTE INC | 9.39% | 2.92M | $169.9M | +0.00%(+0) | $72.17(-19.53%) | 2026-06-30 | |
| COGT | COGENT BIOSCIENCES INC | 7.84% | 3.67M | $141.9M | -9.17%(-370.23K) | $8.01(+373.48%) | 2026-06-30 | |
| VERA | VERA THERAPEUTICS INC | 6.85% | 2.89M | $124.0M | -14.95%(-508.17K) | $24.10(+31.23%) | 2026-06-30 | |
| VRDN | VIRIDIAN THERAPEUTICS INC | 6.55% | 6.45M | $118.6M | +175.61%(+4.11M) | $19.07(+15.77%) | 2026-06-30 | |
| TVTX | TRAVERE THERAPEUTICS INC | 6.28% | 2.00M | $113.6M | +27.47%(+430.98K) | $31.02(+100.35%) | 2026-06-30 | |
| BEAM | BEAM THERAPEUTICS INC | 5.39% | 2.84M | $97.5M | -22.85%(-841.39K) | $24.22(+10.45%) | 2026-06-30 | |
| URGN | UROGEN PHARMA LTD | 4.95% | 2.43M | $89.6M | +8.31%(+186.81K) | $20.21(+139.42%) | 2026-06-30 | |
| LEGN | LEGEND BIOTECH CORP | 4.79% | 3.00M | $86.7M | +90.40%(+1.42M) | $24.13(-15.59%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +40.47% | +177.15% | — | — | +200.37% |
| Top 20 Holdings Unweighted | +29.77% | +118.56% | — | — | +132.26% |
Kynam Capital Management LP reports $1.81B in US-listed equity holdings across 32 positions in its most recent 13F filing. Its largest disclosed positions are CLDX (10.9%), SNDX (9.7%) and PCVX (9.4%). The top 20 holdings account for 95.84% of reported assets. Its disclosed equity book has returned +177.15% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Kynam Capital Management LP, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Kynam Capital Management LP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1907884). View Kynam Capital Management LP’s 13F filings on SEC