Kynam Capital Management, LP Diversified Active

Location: Princeton, NJ

CIK: 0001907884 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Nov 14, 2025

Total Value: $1.343B (100.0% shares, 0.0% debt)

Holdings (35)

CLDX CELLDEX THERAPEUTICS INC NEW 11.8%

Value $158M Shares 6,100,729 Est. Cost $29.50 Unrealized -21.5%

SNDX SYNDAX PHARMACEUTICALS INC 9.8%

Value $131M Shares 8,520,000 Est. Cost $17.75 Unrealized -26.2%

VERA VERA THERAPEUTICS INC 8.7%

Value $117M Shares 4,027,800 Est. Cost $21.50 Unrealized +7.6%

COGT COGENT BIOSCIENCES INC 8.4%

Value $113M Shares 7,886,172 Est. Cost $7.97 Unrealized +48.7%

PCVX VAXCYTE INC 8.2%

Value $111M Shares 3,071,588 Est. Cost $77.50 Unrealized -57.3%

VRDN VIRIDIAN THERAPEUTICS INC 7.1%

Value $95.55M Shares 4,427,927 Est. Cost $16.74 Unrealized +7.8%

CGON CG ONCOLOGY INC 6.0%

Value $80.77M Shares 2,005,205 Est. Cost $34.56 Unrealized -15.9%

BCRX BIOCRYST PHARMACEUTICALS INC 5.3%

Value $71.27M Shares 9,390,270 Est. Cost $6.82 Unrealized +22.0%

BEAM BEAM THERAPEUTICS INC 4.5%

Value $61.1M Shares 2,517,647 Est. Cost $25.65 Unrealized -22.4%

IMCR IMMUNOCORE HLDGS PLC 2.7%

Value $36.67M Shares 1,009,267 Est. Cost $29.77 Unrealized —

MBX MBX BIOSCIENCES INC 2.6%

Value $35M Shares 2,000,000 Est. Cost $13.37 Unrealized 0.0%

ENGN ENGENE HOLDINGS INC 2.5%

Value $34.11M Shares 4,994,090 Est. Cost $7.65 Unrealized -40.4%

WVE WAVE LIFE SCIENCES LTD 2.5%

Value $33.38M Shares 4,560,053 Est. Cost $4.64 Unrealized +74.4%

TYRA TYRA BIOSCIENCES INC 2.4%

Value $32.6M Shares 2,329,998 Est. Cost $13.36 Unrealized -14.7%

TVTX TRAVERE THERAPEUTICS INC 1.7%

Value $22.7M Shares 949,727 Est. Cost $15.29 Unrealized +22.9%

— DYNAVAX TECHNOLOGIES CORP 1.6%

Value $21.3M Shares 2,145,319 Est. Cost $12.15 Unrealized —

NRIX NURIX THERAPEUTICS INC 1.5%

Value $20.04M Shares 2,168,605 Est. Cost $12.80 Unrealized -18.8%

UTHR UNITED THERAPEUTICS CORP DEL 1.5%

Value $20.01M Shares 67,588 Est. Cost $336.31 Unrealized 0.0%

APLS APELLIS PHARMACEUTICALS INC 1.4%

Value $18.3M Shares 808,607 Est. Cost $23.32 Unrealized 0.0%

PHVS PHARVARIS N V 1.3%

Value $16.84M Shares 675,000 Est. Cost $22.18 Unrealized 0.0%

RLAY RELAY THERAPEUTICS INC 1.1%

Value $15.07M Shares 2,887,014 Est. Cost $4.42 Unrealized -13.6%

CGEM CULLINAN THERAPEUTICS INC 1.0%

Value $13.65M Shares 2,302,172 Est. Cost $11.72 Unrealized -37.5%

CTMX CYTOMX THERAPEUTICS INC 0.9%

Value $11.63M Shares 3,646,503 Est. Cost $1.87 Unrealized +20.2%

AMRN AMARIN CORP PLC 0.7%

Value $9.437M Shares 576,111 Est. Cost $16.22 Unrealized —

BNR BURNING ROCK BIOTECH LTD 0.6%

Value $8.606M Shares 994,883 Est. Cost $6.40 Unrealized —

DSGN DESIGN THERAPEUTICS INC 0.6%

Value $7.753M Shares 1,029,579 Est. Cost $4.65 Unrealized +7.8%

KALV KALVISTA PHARMACEUTICALS INC 0.5%

Value $7.383M Shares 606,171 Est. Cost $13.82 Unrealized 0.0%

IRWD IRONWOOD PHARMACEUTICALS INC 0.5%

Value $7.162M Shares 5,466,825 Est. Cost $6.46 Unrealized -84.0%

CRBU CARIBOU BIOSCIENCES INC 0.5%

Value $7.148M Shares 3,067,774 Est. Cost $3.41 Unrealized -44.7%

URGN UROGEN PHARMA LTD 0.5%

Value $6.936M Shares 282,412 Est. Cost $9.64 Unrealized +86.4%

GERN GERON CORP 0.4%

Value $4.735M Shares 3,456,318 Est. Cost $2.44 Unrealized -45.3%

— SUTRO BIOPHARMA INC 0.3%

Value $4.419M Shares 5,088,099 Est. Cost $2.71 Unrealized —

EWTX EDGEWISE THERAPEUTICS INC 0.3%

Value $4.12M Shares 253,979 Est. Cost $14.42 Unrealized -1.6%

PRQR PROQR THRAPEUTICS N V 0.3%

Value $3.513M Shares 1,649,462 Est. Cost $3.18 Unrealized -31.2%

CLYM CLIMB BIO INC 0.2%

Value $2.067M Shares 1,028,341 Est. Cost $2.66 Unrealized -30.3%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
CLDX	CELLDEX THERAPEUTICS INC NEW	6,100,729	$158M	11.8%	$29.50	-21.5%	COM NEW	15117B202
SNDX	SYNDAX PHARMACEUTICALS INC	8,520,000	$131M	9.8%	$17.75	-26.2%	COM	87164F105
VERA	VERA THERAPEUTICS INC	4,027,800	$117M	8.7%	$21.50	+7.6%	CL A	92337R101
COGT	COGENT BIOSCIENCES INC	7,886,172	$113M	8.4%	$7.97	+48.7%	COM	19240Q201
PCVX	VAXCYTE INC	3,071,588	$111M	8.2%	$77.50	-57.3%	COM	92243G108
VRDN	VIRIDIAN THERAPEUTICS INC	4,427,927	$95.55M	7.1%	$16.74	+7.8%	COM	92790C104
CGON	CG ONCOLOGY INC	2,005,205	$80.77M	6.0%	$34.56	-15.9%	COM	156944100
BCRX	BIOCRYST PHARMACEUTICALS INC	9,390,270	$71.27M	5.3%	$6.82	+22.0%	COM	09058V103
BEAM	BEAM THERAPEUTICS INC	2,517,647	$61.1M	4.5%	$25.65	-22.4%	COM	07373V105
IMCR	IMMUNOCORE HLDGS PLC	1,009,267	$36.67M	2.7%	$29.77	—	ADS	45258D105
MBX	MBX BIOSCIENCES INC	2,000,000	$35M	2.6%	$13.37	0.0%	COM	55287L101
ENGN	ENGENE HOLDINGS INC	4,994,090	$34.11M	2.5%	$7.65	-40.4%	COM	29286M105
WVE	WAVE LIFE SCIENCES LTD	4,560,053	$33.38M	2.5%	$4.64	+74.4%	SHS	Y95308105
TYRA	TYRA BIOSCIENCES INC	2,329,998	$32.6M	2.4%	$13.36	-14.7%	COM	90240B106
TVTX	TRAVERE THERAPEUTICS INC	949,727	$22.7M	1.7%	$15.29	+22.9%	COM	89422G107
—	DYNAVAX TECHNOLOGIES CORP	2,145,319	$21.3M	1.6%	$12.15	—	COM NEW	268158201
NRIX	NURIX THERAPEUTICS INC	2,168,605	$20.04M	1.5%	$12.80	-18.8%	COM	67080M103
UTHR	UNITED THERAPEUTICS CORP DEL	67,588	$20.01M	1.5%	$336.31	0.0%	COM	91307C102
APLS	APELLIS PHARMACEUTICALS INC	808,607	$18.3M	1.4%	$23.32	0.0%	COM	03753U106
PHVS	PHARVARIS N V	675,000	$16.84M	1.3%	$22.18	0.0%	COM	N69605108
RLAY	RELAY THERAPEUTICS INC	2,887,014	$15.07M	1.1%	$4.42	-13.6%	COM	75943R102
CGEM	CULLINAN THERAPEUTICS INC	2,302,172	$13.65M	1.0%	$11.72	-37.5%	COM	230031106
CTMX	CYTOMX THERAPEUTICS INC	3,646,503	$11.63M	0.9%	$1.87	+20.2%	COM	23284F105
AMRN	AMARIN CORP PLC	576,111	$9.437M	0.7%	$16.22	—	SPONSORED ADR	023111404
BNR	BURNING ROCK BIOTECH LTD	994,883	$8.606M	0.6%	$6.40	—	SPONSORED ADS	12233L206
DSGN	DESIGN THERAPEUTICS INC	1,029,579	$7.753M	0.6%	$4.65	+7.8%	COM	25056L103
KALV	KALVISTA PHARMACEUTICALS INC	606,171	$7.383M	0.5%	$13.82	0.0%	COM	483497103
IRWD	IRONWOOD PHARMACEUTICALS INC	5,466,825	$7.162M	0.5%	$6.46	-84.0%	COM CL A	46333X108
CRBU	CARIBOU BIOSCIENCES INC	3,067,774	$7.148M	0.5%	$3.41	-44.7%	COM	142038108
URGN	UROGEN PHARMA LTD	282,412	$6.936M	0.5%	$9.64	+86.4%	COM	M96088105
GERN	GERON CORP	3,456,318	$4.735M	0.4%	$2.44	-45.3%	COM	374163103
—	SUTRO BIOPHARMA INC	5,088,099	$4.419M	0.3%	$2.71	—	COM	869367102
EWTX	EDGEWISE THERAPEUTICS INC	253,979	$4.12M	0.3%	$14.42	-1.6%	COM	28036F105
PRQR	PROQR THRAPEUTICS N V	1,649,462	$3.513M	0.3%	$3.18	-31.2%	SHS EURO	N71542109
CLYM	CLIMB BIO INC	1,028,341	$2.067M	0.2%	$2.66	-30.3%	COM	28658R106