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Q2 2026 13F · SEC CIK 1907884

Kynam Capital Management, LP

Hedge fundFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value
$1.8B
Reported positions
32
Top holdings a year, 3 yrs
+46.1%
Assets under management
$2.4B

Kynam Capital Management, LP is a hedge fund that reported 32 positions worth $1.8B in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Celldex Therapeutics Inc New (CLDX, 10.9%), Syndax Pharmaceuticals Inc (SNDX, 9.7%), Vaxcyte Inc (PCVX, 9.4%). A portfolio copying its top holdings returned 46.1% a year over the last 3 years, against 22.3% for the S&P 500.

Kynam Capital Management, LP holdings all 32 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Kynam Capital Management, LP 13F holdings
Stock% of 13F valueShare changeReported value
CLDXCelldex Therapeutics Inc New10.9%-8.9%$198.1M
SNDXSyndax Pharmaceuticals Inc9.7%+0.0%$176.0M
PCVXVaxcyte Inc9.4%+0.0%$169.9M
COGTCogent Biosciences Inc7.8%-9.2%$141.9M
VERAVera Therapeutics Inc Class A6.9%-15.0%$124.0M
VRDNViridian Therapeutics Inc6.6%+175.6%$118.6M
TVTXTravere Therapeutics Inc6.3%+27.5%$113.6M
BEAMBeam Therapeutics Inc5.4%-22.9%$97.5M
URGNUrogen Pharma Ltd5.0%+8.3%$89.6M
LEGNLegend Biotech Corp4.8%+90.4%$86.7M
CTMXCytomx Therapeutics Inc.4.5%+44.6%$81.4M
RLAYRelay Therapeutics Inc3.4%+131.7%$61.7M
CGEMCullinan Therapeutics Inc3.1%+0.0%$56.7M
MBXMbx Biosciences Inc2.9%+0.0%$51.6M
IMCRImmunocore Hldgs PLC2.4%+55.4%$43.7M
NRIXNurix Therapeutics Inc1.6%+0.0%$29.0M
STROSutro Biopharma Inc1.6%+0.0%$29.0M
BCRXBiocryst Pharmaceuticals Inc1.4%-55.6%$25.2M
PHVSPharvaris N V1.3%+3.3%$22.9M
SMMTSummit Therapeutics Inc1.0%—$17.5M
PRLDPrelude Therapeutics Inc0.7%+51.6%$12.9M
INSMInsmed Inc0.6%—$10.7M
BNRBurning Rock Biotech Ltd-Adr0.6%+0.9%$10.5M
GERNGeron Corp0.5%+0.0%$8.8M
AMRNAmarin Corp PLC0.5%+12.8%$8.5M
ALECAlector, Inc.0.4%+90.4%$7.7M
PBLSParabilis Medicines, Inc.0.4%—$6.8M
CRBUCaribou Biosciences Inc0.2%+0.0%$4.4M
PRQRProqr Thrapeutics N V0.2%+0.0%$2.9M
CADLCandel Therapeutics Inc0.1%-51.6%$996K
ENGNEngene Therapeutics Inc0.0%—$792K
TRAWTraws Pharma Inc0.0%—$71K

What Kynam Capital Management, LP bought and sold in Q2 2026, against Q1 2026.

New positions

Added to

Reduced

Sold out

Share counts compared with the Q1 2026 13F; a split also changes share counts.

How the holdings did against the S&P 500.

1 year
+30.4% /yr
S&P 500 +11.7%
3 years
+46.1% /yr
S&P 500 +22.3%
5 years
+24.3% /yr
S&P 500 +12.0%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter13F valuePositions
Q2 2026$1.8B32
Q1 2026$1.6B36
Q4 2025$1.5B35
Q3 2025$1.3B35
Q2 2025$928.8M31
Q1 2025$1.2B31
Q4 2024$1.5B29
Q3 2024$1.3B24
Q2 2024$955.2M22
Q1 2024$898.9M21
Q4 2023$883.6M23
Q3 2023$601.6M27

Questions about Kynam Capital Management, LP's portfolio

What stocks does Kynam Capital Management, LP own?

Kynam Capital Management, LP's latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 32 positions worth $1.8B. The largest are Celldex Therapeutics Inc New (CLDX) at 10.9%, Syndax Pharmaceuticals Inc (SNDX) at 9.7%, Vaxcyte Inc (PCVX) at 9.4%, Cogent Biosciences Inc (COGT) at 7.8% and Vera Therapeutics Inc Class A (VERA) at 6.9%.

What did Kynam Capital Management, LP buy last quarter?

In Q2 2026, Kynam Capital Management, LP added a new position in Summit Therapeutics Inc (SMMT), a new position in Insmed Inc (INSM), a new position in Parabilis Medicines, Inc. (PBLS), a new position in Engene Therapeutics Inc (ENGN), a new position in Traws Pharma Inc (TRAW), Viridian Therapeutics Inc (VRDN) (+175.6% shares), Relay Therapeutics Inc (RLAY) (+131.7% shares) and Alector, Inc. (ALEC) (+90.4% shares), compared with its Q1 2026 filing.

What did Kynam Capital Management, LP sell last quarter?

In Q2 2026, Kynam Capital Management, LP sold all of Kalvista Pharmaceuticals Inc (KALV), sold all of Apellis Pharmaceuticals Inc (APLS), sold all of Soleno Therapeutics Inc (SLNO), sold all of Evommune Inc (EVMN), sold all of enGene Holdings Inc. (ENGN), Biocryst Pharmaceuticals Inc (BCRX) (-55.6% shares), Candel Therapeutics Inc (CADL) (-51.6% shares) and Beam Therapeutics Inc (BEAM) (-22.9% shares), compared with its Q1 2026 filing.

How has Kynam Capital Management, LP's portfolio performed?

A portfolio copying Kynam Capital Management, LP's 20 largest 13F holdings each quarter, from the day each filing was public, returned +46.1% a year over the last 3 years, against +22.3% for the S&P 500. Over 1 year: +30.4% against +11.7%. Over 5 years: +24.3% a year against +12.0%.

When is Kynam Capital Management, LP's next 13F filing due?

13F filings are due 45 days after each quarter ends. Kynam Capital Management, LP's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Kynam Capital Management, LP manage?

Kynam Capital Management, LP reported $2.4B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $1.8B.