Kynam Capital Management, LP Diversified Active

Location: Princeton, NJ

CIK: 0001907884 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: May 15, 2026

Total Value: $1.621B (100.0% shares, 0.0% debt)

Holdings (39)

SNDX SYNDAX PHARMACEUTICALS INC 11.6%

Value $188M Shares 8,050,959 Est. Cost $17.75 Unrealized +17.0%

CLDX CELLDEX THERAPEUTICS INC NEW 11.4%

Value $185M Shares 5,840,567 Est. Cost $29.50 Unrealized -13.9%

PCVX VAXCYTE INC 10.5%

Value $170M Shares 2,922,335 Est. Cost $77.50 Unrealized -31.9%

COGT COGENT BIOSCIENCES INC 9.6%

Value $155M Shares 4,037,331 Est. Cost $7.97 Unrealized +369.0%

VERA VERA THERAPEUTICS INC 8.4%

Value $137M Shares 3,398,224 Est. Cost $21.50 Unrealized +109.2%

BEAM BEAM THERAPEUTICS INC 5.4%

Value $87.75M Shares 3,682,185 Est. Cost $26.84 Unrealized +8.7%

CTMX CYTOMX THERAPEUTICS INC. 4.4%

Value $70.56M Shares 15,013,093 Est. Cost $3.91 Unrealized +33.8%

BCRX BIOCRYST PHARMACEUTICALS INC 3.3%

Value $54.08M Shares 5,680,795 Est. Cost $6.82 Unrealized +2.6%

TVTX TRAVERE THERAPEUTICS INC 2.9%

Value $46.62M Shares 1,569,018 Est. Cost $25.83 Unrealized +20.1%

VRDN VIRIDIAN THERAPEUTICS INC 2.8%

Value $45.8M Shares 2,341,652 Est. Cost $21.98 Unrealized +40.3%

CGEM CULLINAN THERAPEUTICS INC 2.7%

Value $44.25M Shares 3,114,132 Est. Cost $11.02 Unrealized +8.6%

URGN UROGEN PHARMA LTD 2.5%

Value $40.41M Shares 2,247,393 Est. Cost $20.84 Unrealized 0.0%

KALV KALVISTA PHARMACEUTICALS INC 2.3%

Value $36.66M Shares 1,820,954 Est. Cost $13.44 Unrealized +15.3%

APLS APELLIS PHARMACEUTICALS INC 2.0%

Value $33.19M Shares 825,000 Est. Cost $23.34 Unrealized -2.8%

LEGN LEGEND BIOTECH CORP 1.8%

Value $28.52M Shares 1,576,295 Est. Cost $18.09 Unrealized —

MBX MBX BIOSCIENCES INC 1.7%

Value $27.9M Shares 934,799 Est. Cost $13.37 Unrealized +175.5%

IMCR IMMUNOCORE HLDGS PLC 1.6%

Value $26.68M Shares 884,937 Est. Cost $29.78 Unrealized —

TVTX TRAVERE THERAPEUTICS INC 1.5%

Value $23.77M Shares 800,000 Est. Cost $25.83 Unrealized +20.1%

STRO SUTRO BIOPHARMA INC 1.3%

Value $21.74M Shares 872,558 Est. Cost $12.01 Unrealized +25.6%

RVMD REVOLUTION MEDICINES INC 1.2%

Value $20.18M Shares 207,500 Est. Cost — Unrealized —

BNR BURNING ROCK BIOTECH LTD 1.2%

Value $19.79M Shares 1,227,555 Est. Cost $8.24 Unrealized —

SLNO SOLENO THERAPEUTICS INC 1.2%

Value $18.75M Shares 560,000 Est. Cost $41.63 Unrealized 0.0%

NRIX NURIX THERAPEUTICS INC 1.1%

Value $18.52M Shares 1,194,757 Est. Cost $12.80 Unrealized +35.5%

PHVS PHARVARIS N V 1.1%

Value $18.09M Shares 640,395 Est. Cost $22.18 Unrealized +20.6%

EVMN EVOMMUNE INC 0.9%

Value $14.38M Shares 625,496 Est. Cost $21.04 Unrealized +4.5%

RLAY RELAY THERAPEUTICS INC 0.9%

Value $14.17M Shares 1,424,259 Est. Cost $4.42 Unrealized +88.0%

GERN GERON CORP 0.6%

Value $10.19M Shares 6,836,318 Est. Cost $1.98 Unrealized -23.7%

ENGN ENGENE HOLDINGS INC 0.6%

Value $9.24M Shares 1,356,843 Est. Cost $7.65 Unrealized +26.3%

DSGN DESIGN THERAPEUTICS INC 0.5%

Value $8.348M Shares 784,606 Est. Cost $4.65 Unrealized +115.0%

WVE WAVE LIFE SCIENCES LTD 0.4%

Value $6.998M Shares 965,193 Est. Cost $4.64 Unrealized +196.4%

CLYM CLIMB BIO INC 0.4%

Value $6.873M Shares 1,003,341 Est. Cost $2.66 Unrealized +87.5%

AMRN AMARIN CORP PLC 0.4%

Value $6.831M Shares 472,382 Est. Cost $15.91 Unrealized —

BHVN BIOHAVEN LTD 0.4%

Value $5.946M Shares 702,884 Est. Cost $12.39 Unrealized -5.1%

PRLD PRELUDE THERAPEUTICS INC 0.3%

Value $5.447M Shares 1,592,551 Est. Cost $2.00 Unrealized +15.2%

CRBU CARIBOU BIOSCIENCES INC 0.3%

Value $4.756M Shares 2,503,302 Est. Cost $3.41 Unrealized -52.5%

ALEC ALECTOR INC 0.3%

Value $4.3M Shares 2,000,000 Est. Cost $1.77 Unrealized +7.5%

PRQR PROQR THRAPEUTICS N V 0.2%

Value $2.537M Shares 1,566,317 Est. Cost $3.18 Unrealized -48.5%

TVTX TRAVERE THERAPEUTICS INC 0.1%

Value $1.631M Shares 54,900 Est. Cost $25.83 Unrealized +20.1%

CADL CANDEL THERAPEUTICS INC 0.1%

Value $980K Shares 200,000 Est. Cost $5.74 Unrealized 0.0%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
SNDX	SYNDAX PHARMACEUTICALS INC	8,050,959	$188M	11.6%	$17.75	+17.0%	COM	87164F105
CLDX	CELLDEX THERAPEUTICS INC NEW	5,840,567	$185M	11.4%	$29.50	-13.9%	COM NEW	15117B202
PCVX	VAXCYTE INC	2,922,335	$170M	10.5%	$77.50	-31.9%	COM	92243G108
COGT	COGENT BIOSCIENCES INC	4,037,331	$155M	9.6%	$7.97	+369.0%	COM	19240Q201
VERA	VERA THERAPEUTICS INC	3,398,224	$137M	8.4%	$21.50	+109.2%	CL A	92337R101
BEAM	BEAM THERAPEUTICS INC	3,682,185	$87.75M	5.4%	$26.84	+8.7%	COM	07373V105
CTMX	CYTOMX THERAPEUTICS INC.	15,013,093	$70.56M	4.4%	$3.91	+33.8%	COM	23284F105
BCRX	BIOCRYST PHARMACEUTICALS INC	5,680,795	$54.08M	3.3%	$6.82	+2.6%	COM	09058V103
TVTX	TRAVERE THERAPEUTICS INC	1,569,018	$46.62M	2.9%	$25.83	+20.1%	COM	89422G107
VRDN	VIRIDIAN THERAPEUTICS INC	2,341,652	$45.8M	2.8%	$21.98	+40.3%	COM	92790C104
CGEM	CULLINAN THERAPEUTICS INC	3,114,132	$44.25M	2.7%	$11.02	+8.6%	COM	230031106
URGN	UROGEN PHARMA LTD	2,247,393	$40.41M	2.5%	$20.84	0.0%	COM	M96088105
KALV	KALVISTA PHARMACEUTICALS INC	1,820,954	$36.66M	2.3%	$13.44	+15.3%	COM	483497103
APLS	APELLIS PHARMACEUTICALS INC	825,000	$33.19M	2.0%	$23.34	-2.8%	COM	03753U106
LEGN	LEGEND BIOTECH CORP	1,576,295	$28.52M	1.8%	$18.09	—	SPONSORED ADS	52490G102
MBX	MBX BIOSCIENCES INC	934,799	$27.9M	1.7%	$13.37	+175.5%	COM	55287L101
IMCR	IMMUNOCORE HLDGS PLC	884,937	$26.68M	1.6%	$29.78	—	ADS	45258D105
TVTX	TRAVERE THERAPEUTICS INC	800,000	$23.77M	1.5%	$25.83	+20.1%	Call	89422G107
STRO	SUTRO BIOPHARMA INC	872,558	$21.74M	1.3%	$12.01	+25.6%	COM SHS	869367201
RVMD	REVOLUTION MEDICINES INC	207,500	$20.18M	1.2%	—	—	Put	76155X100
BNR	BURNING ROCK BIOTECH LTD	1,227,555	$19.79M	1.2%	$8.24	—	SPONSORED ADS	12233L206
SLNO	SOLENO THERAPEUTICS INC	560,000	$18.75M	1.2%	$41.63	0.0%	COM	834203309
NRIX	NURIX THERAPEUTICS INC	1,194,757	$18.52M	1.1%	$12.80	+35.5%	COM	67080M103
PHVS	PHARVARIS N V	640,395	$18.09M	1.1%	$22.18	+20.6%	COM	N69605108
EVMN	EVOMMUNE INC	625,496	$14.38M	0.9%	$21.04	+4.5%	COM SHS	30054Y107
RLAY	RELAY THERAPEUTICS INC	1,424,259	$14.17M	0.9%	$4.42	+88.0%	COM	75943R102
GERN	GERON CORP	6,836,318	$10.19M	0.6%	$1.98	-23.7%	COM	374163103
ENGN	ENGENE HOLDINGS INC	1,356,843	$9.24M	0.6%	$7.65	+26.3%	COM	29286M105
DSGN	DESIGN THERAPEUTICS INC	784,606	$8.348M	0.5%	$4.65	+115.0%	COM	25056L103
WVE	WAVE LIFE SCIENCES LTD	965,193	$6.998M	0.4%	$4.64	+196.4%	SHS	Y95308105
CLYM	CLIMB BIO INC	1,003,341	$6.873M	0.4%	$2.66	+87.5%	COM	28658R106
AMRN	AMARIN CORP PLC	472,382	$6.831M	0.4%	$15.91	—	SPONSORED ADR	023111404
BHVN	BIOHAVEN LTD	702,884	$5.946M	0.4%	$12.39	-5.1%	COM	G1110E107
PRLD	PRELUDE THERAPEUTICS INC	1,592,551	$5.447M	0.3%	$2.00	+15.2%	COM	74065P101
CRBU	CARIBOU BIOSCIENCES INC	2,503,302	$4.756M	0.3%	$3.41	-52.5%	COM	142038108
ALEC	ALECTOR INC	2,000,000	$4.3M	0.3%	$1.77	+7.5%	COM	014442107
PRQR	PROQR THRAPEUTICS N V	1,566,317	$2.537M	0.2%	$3.18	-48.5%	SHS EURO	N71542109
TVTX	TRAVERE THERAPEUTICS INC	54,900	$1.631M	0.1%	$25.83	+20.1%	Put	89422G107
CADL	CANDEL THERAPEUTICS INC	200,000	$980K	0.1%	$5.74	0.0%	COM	137404109