StockDriftsStockDriftsTop 36 Kynam Capital Management LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SNDX | SYNDAX PHARMACEUTICALS INC | 11.94% | 8.05M | $188.1M | +0.00%(+0) | $18.59(+17.36%) | 2026-03-31 | |
| CLDX | CELLDEX THERAPEUTICS INC NEW | 11.76% | 5.84M | $185.3M | -1.73%(-102.61K) | $30.46(+25.96%) | 2026-03-31 | |
| PCVX | VAXCYTE INC | 10.78% | 2.92M | $169.8M | +0.00%(+0) | $72.17(-19.09%) | 2026-03-31 | |
| COGT | COGENT BIOSCIENCES INC | 9.86% | 4.04M | $155.4M | -34.51%(-2.13M) | $8.01(+382.97%) | 2026-03-31 | |
| VERA | VERA THERAPEUTICS INC | 8.68% | 3.40M | $136.7M | -1.01%(-34.83K) | $24.10(+70.93%) | 2026-03-31 | |
| BEAM | BEAM THERAPEUTICS INC | 5.57% | 3.68M | $87.7M | +50.90%(+1.24M) | $24.22(+43.64%) | 2026-03-31 | |
| CTMX | CYTOMX THERAPEUTICS INC. | 4.48% | 15.01M | $70.6M | +67.44%(+6.05M) | $3.60(+6.01%) | 2026-03-31 | |
| BCRX | BIOCRYST PHARMACEUTICALS INC | 3.43% | 5.68M | $54.1M | -39.35%(-3.69M) | $7.04(+39.78%) | 2026-03-31 | |
| TVTX | TRAVERE THERAPEUTICS INC | 2.96% | 1.57M | $46.6M | +202.97%(+1.05M) | $27.93(+103.77%) | 2026-03-31 | |
| VRDN | VIRIDIAN THERAPEUTICS INC | 2.91% | 2.34M | $45.8M | +59.24%(+871.11K) | $20.17(-3.80%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +35.37% | +148.06% |
| Top 20 Holdings Unweighted | +24.89% | +94.81% |
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