$955 Million is the total value of Kynam Capital Management, LP's 23 reported holdings in Q1 2024. The portfolio turnover from Q4 2023 to Q1 2024 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CNTA | Exit | CENTESSA PHARMACEUTICALS PLCsponsored ads | $0 | – | -442,704 | -100.0% | -0.39% | – |
| MOR | Exit | MORPHOSYS AGsponsored ads | $0 | – | -4,234,685 | -100.0% | -4.64% | – |
| IMGN | Exit | IMMUNOGEN INC | $0 | – | -1,422,503 | -100.0% | -4.67% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2024-05-15
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SYNDAX PHARMACEUTICALS INC | 11 | Q2 2024 | 14.1% |
| CELLDEX THERAPEUTICS INC NEW | 11 | Q2 2024 | 14.4% |
| VAXCYTE INC | 11 | Q2 2024 | 10.9% |
| VERA THERAPEUTICS INC | 11 | Q2 2024 | 6.9% |
| TRAVERE THERAPEUTICS INC | 11 | Q2 2024 | 7.6% |
| VIRIDIAN THERAPEUTICS INC | 11 | Q2 2024 | 4.6% |
| LIQUIDIA CORPORATION | 11 | Q2 2024 | 3.6% |
| WAVE LIFE SCIENCES LTD | 11 | Q2 2024 | 3.7% |
| AMARIN CORP PLC | 11 | Q2 2024 | 4.0% |
| NATERA INC | 10 | Q2 2024 | 21.7% |
View Kynam Capital Management, LP's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-30 |
| 13F-HR | 2024-08-14 |
| 13F-HR | 2024-05-15 |
| 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 |
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.