Kynam Capital Management, LP
Annual return '25
+16.6%
SPY '25
+17.7%
Alpha
-1.2ptsvs SPY
Invested
$1.6B
Holdings
36
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$COGT
COGENT BIOSCIENCES INC
Q1 2026: New position (4.04M shares)
14.0%
02
$VERA
VERA THERAPEUTICS INC
Q1 2026: New position (3.40M shares)
11.1%
03
$SNDX
SYNDAX PHARMACEUTICALS INC
Q1 2026: New position (8.05M shares)
10.8%
04
$CLDX
CELLDEX THERAPEUTICS INC NEW
Q1 2026: New position (5.84M shares)
10.3%
05
$PCVX
VAXCYTE INC
Q1 2026: New position (2.92M shares)
8.6%
06
$BEAM
BEAM THERAPEUTICS INC
Q1 2026: New position (3.68M shares)
6.0%
07
$BCRX
BIOCRYST PHARMACEUTICALS INC
Q1 2026: New position (5.68M shares)
4.7%
08
$VRDN
VIRIDIAN THERAPEUTICS INC
Q1 2026: New position (2.34M shares)
2.9%
09
$TYRA
TYRA BIOSCIENCES INC
Q4 2025: Exited (was 2.33M shares)
2.6%
10
$CGON
CG ONCOLOGY INC
Q4 2025: Exited (was 2.01M shares)
2.5%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:28 UTC.