Kynam Capital Management
Kynam Capital Management reported 32 stocks worth $1.8B in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are CLDX (10.9%), SNDX (9.7%) and PCVX (9.4%). Compared with Q1 2026, the fund opened new positions in SMMT, INSM and PBLS, added to VRDN, TVTX and URGN, trimmed CLDX, COGT and VERA and sold out of EVMN, DSGN and WVE.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  CLDX Celldex Therapeutics Inc | $198M | 10.9% | 5.3M | −518K (−9%) | 8 of 8 | |
| 2 |  SNDX Syndax Pharmaceuticals Inc | $176M | 9.7% | 8.1M | No change | 8 of 8 | |
| 3 |  PCVX Vaxcyte Inc | $170M | 9.4% | 2.9M | No change | 8 of 8 | |
| 4 |  COGT Cogent Biosciences Inc | $142M | 7.8% | 3.7M | −370K (−9%) | 8 of 8 | |
| 5 |  VERA Vera Therapeutics Inc | $124M | 6.8% | 2.9M | −508K (−15%) | 8 of 8 | |
| 6 |  VRDN Viridian Therapeutics Inc | $119M | 6.5% | 6.5M | +4.1M (+176%) | 8 of 8 | |
| 7 |  TVTX Travere Therapeutics Inc | $114M | 6.3% | 2M | +431K (+27%) | 8 of 8 | |
| 8 |  BEAM Beam Therapeutics Inc | $97.5M | 5.4% | 2.8M | −841K (−23%) | 8 of 8 | |
| 9 |  URGN Urogen Pharma Ltd | $89.6M | 5.0% | 2.4M | +187K (+8%) | 5 of 8 | |
| 10 |  LEGN Legend Biotech Corp | $86.7M | 4.8% | 3M | +1.4M (+90%) | 3 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
KALVISTA PHARMACEUTICALS INC | $36.7M | 1.8M |
APELLIS PHARMACEUTICALS INC | $33.2M | 825K |
SOLENO THERAPEUTICS INC | $18.7M | 560K |
 EVMN Evommune Inc | $14.4M | 625K |
ENGENE HOLDINGS INC | $9.2M | 1.4M |
🔒 Free account: see all 9.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 14, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Kynam Capital Management 13F FAQ
What does Kynam Capital Management own?
Kynam Capital Management reported 32 stocks worth $1.8B in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are CLDX (10.9%), SNDX (9.7%) and PCVX (9.4%). The table above lists every position in the filing (the top 10 without an account).
What did Kynam Capital Management buy and sell in Q2 2026?
Compared with Q1 2026: 5 new positions, 12 added to, 6 trimmed and 9 sold out. New positions include SMMT, INSM and PBLS. It sold all of EVMN, DSGN and WVE.
When will Kynam Capital Management file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Kynam Capital Management's portfolio worth?
The Q2 2026 filing reports $1.8B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.