$652 Million is the total value of Kynam Capital Management, LP's 31 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| LQDA | Exit | LIQUIDIA CORPORATIONcall | $0 | – | -507,700 | -100.0% | -0.00% | – |
| TCDA | Exit | TRICIDA INCput | $0 | – | -97,600 | -100.0% | -0.03% | – |
| TCDA | Exit | TRICIDA INCcall | $0 | – | -260,000 | -100.0% | -0.07% | – |
| RLMD | Exit | RELMADA THERAPEUTICS INCput | $0 | – | -300,000 | -100.0% | -0.17% | – |
| AFMD | Exit | AFFIMED N V | $0 | – | -676,675 | -100.0% | -0.29% | – |
| AKUS | Exit | AKOUOS INC | $0 | – | -718,394 | -100.0% | -1.02% | – |
| BCRX | Exit | BIOCRYST PHARMACEUTICALS INC | $0 | – | -435,117 | -100.0% | -1.16% | – |
| FOLD | Exit | AMICUS THERAPEUTICS INC | $0 | – | -676,849 | -100.0% | -1.49% | – |
| GBT | Exit | GLOBAL BLOOD THERAPEUTICS IN | $0 | – | -131,220 | -100.0% | -1.88% | – |
| BIIB | Exit | BIOGEN INC | $0 | – | -75,000 | -100.0% | -4.22% | – |
| SNY | Exit | SANOFIsponsored adr | $0 | – | -600,000 | -100.0% | -4.81% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-02-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SYNDAX PHARMACEUTICALS INC | 8 | Q3 2023 | 12.3% |
| CELLDEX THERAPEUTICS INC NEW | 8 | Q3 2023 | 14.4% |
| VAXCYTE INC | 8 | Q3 2023 | 10.9% |
| VERA THERAPEUTICS INC | 8 | Q3 2023 | 6.9% |
| TRAVERE THERAPEUTICS INC | 8 | Q3 2023 | 7.6% |
| VIRIDIAN THERAPEUTICS INC | 8 | Q3 2023 | 4.6% |
| BURNING ROCK BIOTECH LTD | 8 | Q3 2023 | 3.4% |
| AMARIN CORP PLC | 8 | Q3 2023 | 4.0% |
| LIQUIDIA CORPORATION | 8 | Q3 2023 | 3.6% |
| WAVE LIFE SCIENCES LTD | 8 | Q3 2023 | 3.7% |
View Kynam Capital Management, LP's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| SC 13G/A | 2024-03-08 |
| 13F-HR | 2024-02-14 |
| SC 13G/A | 2024-02-14 |
| SC 13G/A | 2024-02-14 |
| SC 13G/A | 2024-02-14 |
| SC 13G | 2024-02-14 |
| SC 13G | 2024-02-14 |
| SC 13G | 2024-02-14 |
| SC 13G | 2024-02-14 |
| SC 13G | 2024-01-10 |
View Kynam Capital Management, LP's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.