KYNAM CAPITAL MANAGEMENT LP
Q2 2022 Form 13-F
PRINCETON, NEW JERSEY
CIK 0001907884
· CRD 314368
· SEC-registered investment adviser
$391.6M Reported Value Total
KYNAM CAPITAL MANAGEMENT, LP reports 5 total accounts under management (AUM). There are 5 discretionary accounts valued at $582,799,391, and 0 non-discretionary accounts.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
SEC Registered
Discretionary Manager
Private funds (Form ADV)
1 fund
· $2.4B gross asset value
Hedge Fund: $2.4B
Source: Form ADV filed 2026-04-10
Reported value
$391.6M
Quarter over quarter
-13.3%
Holdings
31
Top-10 concentration
78.6%
Key People
Form ADV owners & control persons
Yue "nmn" Tang
LIMITED PARTNER
Jared Joseph Keller
CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER
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Q2 2022 13F record
Q2 2022 13F filing summary
| Period of report | June 30, 2022 |
|---|---|
| Filed | August 15, 2022 |
| Form | 13F-HR |
| Reported value | $391.6M |
| Positions | 31 |
| Change in reported value | +27.0% |
| New positions | 3 |
| Exited positions | 3 |
| Position turnover | 17.7% |
| Top-10 concentration | 78.6% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q2 2026 13F
Filed Aug 14, 2026
|
32 | $1.8B |
|
Q1 2026 13F
Filed May 15, 2026
|
36 | $1.6B |
|
Q4 2025 13F
Filed Feb 17, 2026
|
35 | $1.6B |
|
Q3 2025 13F
Filed Nov 14, 2025
|
35 | $1.3B |
|
Q2 2025 13F
Filed Aug 14, 2025
|
31 | $928.8M |
|
Q1 2025 13F
Filed May 15, 2025
|
31 | $1.2B |
|
Q4 2024 13F
Filed Feb 14, 2025
|
29 | $1.7B |
|
Q3 2024 13F
Filed Nov 14, 2024
|
24 | $1.3B |
|
Q2 2024 13F
Filed Aug 14, 2024
|
22 | $1.3B |
|
Q1 2024 13F
Filed May 15, 2024
|
21 | $955.5M |
|
Q4 2023 13F
Filed Feb 14, 2024
|
23 | $902.6M |
|
Q3 2023 13F
Filed Nov 14, 2023
|
27 | $611.4M |
|
Q2 2023 13F
Filed Aug 14, 2023
|
23 | $727.1M |
|
Q1 2023 13F
Filed May 15, 2023
|
34 | $774.6M |
|
Q4 2022 13F
Filed Feb 14, 2023
|
31 | $651.9M |
|
Q3 2022 13F
Filed Nov 14, 2022
|
33 | $474.6M |
|
Q2 2022 13F
Filed Aug 15, 2022
|
31 | $391.6M |
|
Q1 2022 13F
Filed May 13, 2022
|
31 | $308.3M |
|
Q4 2021 13F
Filed Feb 14, 2022
|
30 | $187.1M |
Top 20 holdings · Q2 2022
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | GBT GLOBAL BLOOD THERAPEUTICS IN | $70.3M | 17.95% |
| 2 | SNDX SYNDAX PHARMACEUTICALS INC | $48.3M | 12.34% |
| 3 | NTRA NATERA INC | $43.9M | 11.21% |
| 4 | CLDX CELLDEX THERAPEUTICS INC NEW | $30.5M | 7.8% |
| 5 | TVTX TRAVERE THERAPEUTICS INC | $29.9M | 7.64% |
| 6 | VERA VERA THERAPEUTICS INC | $20.7M | 5.29% |
| 7 | GOSS GOSSAMER BIO INC | $19.7M | 5.02% |
| 8 | BIIB BIOGEN INC | $16.1M | 4.11% |
| 9 | PCVX VAXCYTE INC | $15.7M | 4.02% |
| 10 | BNR BURNING ROCK BIOTECH LTD | $12.5M | 3.2% |
| 11 | BCRX BIOCRYST PHARMACEUTICALS INC | $9.9M | 2.53% |
| 12 | FOLD AMICUS THERAPEUTICS INC | $9.7M | 2.47% |
| 13 | COGT COGENT BIOSCIENCES INC | $9.0M | 2.3% |
| 14 | VRDN VIRIDIAN THERAPEUTICS INC | $6.8M | 1.74% |
| 15 | LQDA LIQUIDIA CORPORATION | $6.5M | 1.67% |
| 16 | AMRN AMARIN CORP PLC | $6.0M | 1.53% |
| 17 | WVE WAVE LIFE SCIENCES LTD | $5.5M | 1.41% |
| 18 | XENE XENON PHARMACEUTICALS INC | $5.3M | 1.36% |
| 19 | CNCE CONCERT PHARMACEUTICALS INC | $4.2M | 1.08% |
| 20 | CNTA CENTESSA PHARMACEUTICALS PLC | $3.7M | 0.94% |
Values as reported on the Q2 2022 Form 13F. Every position is in the holdings table below.