Long-term investor
Kynam Capital Management, LP @kynamcapitalmanagementlp
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001907884).
Record
- Tracked since 2025-12-31 (257 days), 51 trades recorded
- Returns: week n/a · month n/a · 90 days +7.6% · 6 months n/a · 1 year n/a · all +10.4%
- Max drawdown n/a · win rate 42% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- CLDX · 10.9% · long · since 2025-12-31
- SNDX · 9.7% · long · since 2025-12-31
- PCVX · 9.4% · long · since 2025-12-31
- COGT · 7.8% · long · since 2025-12-31
- VERA · 6.9% · long · since 2025-12-31
- VRDN · 6.6% · long · since 2025-12-31
- TVTX · 6.3% · long · since 2025-12-31
- BEAM · 5.4% · long · since 2025-12-31
- URGN · 5.0% · long · since 2026-03-31
- LEGN · 4.8% · long · since 2026-03-31
- CTMX · 4.5% · long · since 2025-12-31
- RLAY · 3.4% · long · since 2025-12-31