Kynam Capital Management, LP Diversified Active

Location: Princeton, NJ

CIK: 0001907884 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Feb 17, 2026

Total Value: $1.565B (100.0% shares, 0.0% debt)

Holdings (37)

COGT COGENT BIOSCIENCES INC 14.0%

Value $219M Shares 6,165,223 Est. Cost $7.97 Unrealized +252.9%

VERA VERA THERAPEUTICS INC 11.1%

Value $174M Shares 3,433,051 Est. Cost $21.50 Unrealized +65.2%

SNDX SYNDAX PHARMACEUTICALS INC 10.8%

Value $169M Shares 8,050,959 Est. Cost $17.75 Unrealized -1.7%

CLDX CELLDEX THERAPEUTICS INC NEW 10.3%

Value $161M Shares 5,943,180 Est. Cost $29.50 Unrealized -10.7%

PCVX VAXCYTE INC 8.6%

Value $135M Shares 2,922,335 Est. Cost $77.50 Unrealized -42.3%

BCRX BIOCRYST PHARMACEUTICALS INC 4.7%

Value $73.06M Shares 9,366,526 Est. Cost $6.82 Unrealized +5.9%

BEAM BEAM THERAPEUTICS INC 4.3%

Value $67.64M Shares 2,440,214 Est. Cost $25.65 Unrealized -0.5%

VRDN VIRIDIAN THERAPEUTICS INC 2.9%

Value $45.76M Shares 1,470,541 Est. Cost $16.74 Unrealized +63.9%

TYRA TYRA BIOSCIENCES INC 2.6%

Value $41.13M Shares 1,564,492 Est. Cost $13.36 Unrealized +37.5%

CGON CG ONCOLOGY INC 2.5%

Value $39.27M Shares 945,830 Est. Cost $34.56 Unrealized +19.7%

CTMX CYTOMX THERAPEUTICS INC 2.4%

Value $38.2M Shares 8,966,077 Est. Cost $3.02 Unrealized +26.0%

NRIX NURIX THERAPEUTICS INC 2.4%

Value $37.38M Shares 1,970,357 Est. Cost $12.80 Unrealized +12.3%

WVE WAVE LIFE SCIENCES LTD 2.4%

Value $36.87M Shares 2,169,105 Est. Cost $4.64 Unrealized +119.0%

CGEM CULLINAN THERAPEUTICS INC 2.1%

Value $32.23M Shares 3,114,132 Est. Cost $11.02 Unrealized -18.1%

IMCR IMMUNOCORE HLDGS PLC 1.9%

Value $29.73M Shares 856,462 Est. Cost $29.77 Unrealized —

MBX MBX BIOSCIENCES INC 1.9%

Value $29.48M Shares 934,799 Est. Cost $13.37 Unrealized +81.5%

KALV KALVISTA PHARMACEUTICALS INC 1.9%

Value $29.25M Shares 1,810,954 Est. Cost $13.44 Unrealized -1.4%

BEAM BEAM THERAPEUTICS INC 1.7%

Value $25.97M Shares 937,000 Est. Cost $25.65 Unrealized -0.5%

APLS APELLIS PHARMACEUTICALS INC 1.5%

Value $22.82M Shares 908,607 Est. Cost $23.34 Unrealized +0.5%

— DYNAVAX TECHNOLOGIES CORP 1.4%

Value $21.16M Shares 1,375,632 Est. Cost $12.15 Unrealized —

BNR BURNING ROCK BIOTECH LTD 1.3%

Value $20.05M Shares 994,883 Est. Cost $6.40 Unrealized —

TVTX TRAVERE THERAPEUTICS INC 1.3%

Value $19.79M Shares 517,884 Est. Cost $15.29 Unrealized +112.6%

PHVS PHARVARIS N V 1.1%

Value $17.77M Shares 640,395 Est. Cost $22.18 Unrealized +8.6%

ENGN ENGENE HOLDINGS INC 0.9%

Value $13.48M Shares 1,492,898 Est. Cost $7.65 Unrealized +4.7%

RLAY RELAY THERAPEUTICS INC 0.8%

Value $12.05M Shares 1,424,259 Est. Cost $4.42 Unrealized +61.6%

BHVN BIOHAVEN LTD 0.5%

Value $7.936M Shares 702,884 Est. Cost $12.39 Unrealized 0.0%

DSGN DESIGN THERAPEUTICS INC 0.5%

Value $7.36M Shares 784,606 Est. Cost $4.65 Unrealized +68.6%

STRO SUTRO BIOPHARMA INC 0.4%

Value $5.549M Shares 479,590 Est. Cost $9.49 Unrealized 0.0%

AMRN AMARIN CORP PLC 0.3%

Value $5.432M Shares 389,273 Est. Cost $16.22 Unrealized —

GERN GERON CORP 0.3%

Value $4.562M Shares 3,456,318 Est. Cost $2.44 Unrealized -48.5%

CLYM CLIMB BIO INC 0.3%

Value $4.113M Shares 1,028,341 Est. Cost $2.66 Unrealized -9.9%

CRBU CARIBOU BIOSCIENCES INC 0.3%

Value $3.98M Shares 2,503,302 Est. Cost $3.41 Unrealized -38.5%

OMER OMEROS CORP 0.2%

Value $3.436M Shares 200,000 Est. Cost — Unrealized —

EVMN EVOMMUNE INC 0.2%

Value $3.175M Shares 185,482 Est. Cost $18.78 Unrealized 0.0%

PRQR PROQR THRAPEUTICS N V 0.2%

Value $3.164M Shares 1,566,317 Est. Cost $3.18 Unrealized -26.4%

ALEC ALECTOR INC 0.2%

Value $3.12M Shares 2,000,000 Est. Cost $1.77 Unrealized 0.0%

PRLD PRELUDE THERAPEUTICS INC 0.1%

Value $2.288M Shares 788,867 Est. Cost $1.69 Unrealized 0.0%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
COGT	COGENT BIOSCIENCES INC	6,165,223	$219M	14.0%	$7.97	+252.9%	COM	19240Q201
VERA	VERA THERAPEUTICS INC	3,433,051	$174M	11.1%	$21.50	+65.2%	CL A	92337R101
SNDX	SYNDAX PHARMACEUTICALS INC	8,050,959	$169M	10.8%	$17.75	-1.7%	COM	87164F105
CLDX	CELLDEX THERAPEUTICS INC NEW	5,943,180	$161M	10.3%	$29.50	-10.7%	COM NEW	15117B202
PCVX	VAXCYTE INC	2,922,335	$135M	8.6%	$77.50	-42.3%	COM	92243G108
BCRX	BIOCRYST PHARMACEUTICALS INC	9,366,526	$73.06M	4.7%	$6.82	+5.9%	COM	09058V103
BEAM	BEAM THERAPEUTICS INC	2,440,214	$67.64M	4.3%	$25.65	-0.5%	COM	07373V105
VRDN	VIRIDIAN THERAPEUTICS INC	1,470,541	$45.76M	2.9%	$16.74	+63.9%	COM	92790C104
TYRA	TYRA BIOSCIENCES INC	1,564,492	$41.13M	2.6%	$13.36	+37.5%	COM	90240B106
CGON	CG ONCOLOGY INC	945,830	$39.27M	2.5%	$34.56	+19.7%	COM	156944100
CTMX	CYTOMX THERAPEUTICS INC	8,966,077	$38.2M	2.4%	$3.02	+26.0%	COM	23284F105
NRIX	NURIX THERAPEUTICS INC	1,970,357	$37.38M	2.4%	$12.80	+12.3%	COM	67080M103
WVE	WAVE LIFE SCIENCES LTD	2,169,105	$36.87M	2.4%	$4.64	+119.0%	SHS	Y95308105
CGEM	CULLINAN THERAPEUTICS INC	3,114,132	$32.23M	2.1%	$11.02	-18.1%	COM	230031106
IMCR	IMMUNOCORE HLDGS PLC	856,462	$29.73M	1.9%	$29.77	—	ADS	45258D105
MBX	MBX BIOSCIENCES INC	934,799	$29.48M	1.9%	$13.37	+81.5%	COM	55287L101
KALV	KALVISTA PHARMACEUTICALS INC	1,810,954	$29.25M	1.9%	$13.44	-1.4%	COM	483497103
BEAM	BEAM THERAPEUTICS INC	937,000	$25.97M	1.7%	$25.65	-0.5%	Call	07373V105
APLS	APELLIS PHARMACEUTICALS INC	908,607	$22.82M	1.5%	$23.34	+0.5%	COM	03753U106
—	DYNAVAX TECHNOLOGIES CORP	1,375,632	$21.16M	1.4%	$12.15	—	COM NEW	268158201
BNR	BURNING ROCK BIOTECH LTD	994,883	$20.05M	1.3%	$6.40	—	SPONSORED ADS	12233L206
TVTX	TRAVERE THERAPEUTICS INC	517,884	$19.79M	1.3%	$15.29	+112.6%	COM	89422G107
PHVS	PHARVARIS N V	640,395	$17.77M	1.1%	$22.18	+8.6%	COM	N69605108
ENGN	ENGENE HOLDINGS INC	1,492,898	$13.48M	0.9%	$7.65	+4.7%	COM	29286M105
RLAY	RELAY THERAPEUTICS INC	1,424,259	$12.05M	0.8%	$4.42	+61.6%	COM	75943R102
BHVN	BIOHAVEN LTD	702,884	$7.936M	0.5%	$12.39	0.0%	COM	G1110E107
DSGN	DESIGN THERAPEUTICS INC	784,606	$7.36M	0.5%	$4.65	+68.6%	COM	25056L103
STRO	SUTRO BIOPHARMA INC	479,590	$5.549M	0.4%	$9.49	0.0%	COM SHS	869367201
AMRN	AMARIN CORP PLC	389,273	$5.432M	0.3%	$16.22	—	SPONSORED ADR	023111404
GERN	GERON CORP	3,456,318	$4.562M	0.3%	$2.44	-48.5%	COM	374163103
CLYM	CLIMB BIO INC	1,028,341	$4.113M	0.3%	$2.66	-9.9%	COM	28658R106
CRBU	CARIBOU BIOSCIENCES INC	2,503,302	$3.98M	0.3%	$3.41	-38.5%	COM	142038108
OMER	OMEROS CORP	200,000	$3.436M	0.2%	—	—	Put	682143102
EVMN	EVOMMUNE INC	185,482	$3.175M	0.2%	$18.78	0.0%	COM SHS	30054Y107
PRQR	PROQR THRAPEUTICS N V	1,566,317	$3.164M	0.2%	$3.18	-26.4%	SHS EURO	N71542109
ALEC	ALECTOR INC	2,000,000	$3.12M	0.2%	$1.77	0.0%	COM	014442107
PRLD	PRELUDE THERAPEUTICS INC	788,867	$2.288M	0.1%	$1.69	0.0%	COM	74065P101