Kynam Capital Management, LP - Q2 2024 holdings

$1.3 Billion is the total value of Kynam Capital Management, LP's 26 reported holdings in Q2 2024. The portfolio turnover from Q1 2024 to Q2 2024 was 100.0% .

 Value Shares↓ Weighting
BNR ExitBURNING ROCK BIOTECH LTDsponsored ads$0-9,640,914
-100.0%
-0.74%
CORT ExitCORCEPT THERAPEUTICS INCput$0-585,900
-100.0%
-1.54%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2024-08-14
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
SYNDAX PHARMACEUTICALS INC11Q2 202414.1%
CELLDEX THERAPEUTICS INC NEW11Q2 202414.4%
VAXCYTE INC11Q2 202410.9%
VERA THERAPEUTICS INC11Q2 20246.9%
TRAVERE THERAPEUTICS INC11Q2 20247.6%
VIRIDIAN THERAPEUTICS INC11Q2 20244.6%
LIQUIDIA CORPORATION11Q2 20243.6%
WAVE LIFE SCIENCES LTD11Q2 20243.7%
AMARIN CORP PLC11Q2 20244.0%
NATERA INC10Q2 202421.7%

View Kynam Capital Management, LP's complete holdings history.

Latest filings
TypeFiled
N-PX2024-08-30
13F-HR2024-08-14
13F-HR2024-05-15
SC 13G/A2024-03-08
13F-HR2024-02-14
SC 13G/A2024-02-14
SC 13G/A2024-02-14
SC 13G/A2024-02-14
SC 13G2024-02-14
SC 13G2024-02-14

View Kynam Capital Management, LP's complete filings history.

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