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KCM
Kynam Capital Management Portfolio holdings
AUM
$1.58B
1-Year Est. Return
138.67%
This Fund
S&P 500
1 Year Est. Return
+138.67%
AUM
$1.58B
AUM Growth
+$39.5M
(+2.6%)
Holding
41
Top Buys
| 1 | +$45.1M | |
| 2 | +$34.5M | |
| 3 | +$31.4M | |
| 4 |
CytomX Therapeutics
CTMX
|
+$30.7M |
| 5 |
Legend Biotech
LEGN
|
+$30.1M |
Top Sells
| 1 | +$78.6M | |
| 2 | +$41.1M | |
| 3 | +$39.3M | |
| 4 |
BioCryst Pharmaceuticals
BCRX
|
+$28.6M |
| 5 |
DVAX
Dynavax Technologies
DVAX
|
+$21.2M |
Sector Composition
| 1 | Healthcare | 100% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Syndax Pharmaceuticals
SNDX
$1.5B
| $188M | 11.94% |
8,050,959
|
|
||
2
Celldex Therapeutics
CLDX
$2.24B
| $185M | 11.76% |
5,840,567
-102,613
|
|
||
3
Vaxcyte
PCVX
$6.69B
| $170M | 10.78% |
2,922,335
|
|
||
4
Cogent Biosciences
COGT
$5.32B
| $155M | 9.86% |
4,037,331
-2,127,892
|
|
||
5
Vera Therapeutics
VERA
$2.28B
| $137M | 8.68% |
3,398,224
-34,827
|
|
||
6
Beam Therapeutics
BEAM
$3.06B
| $87.7M | 5.57% |
3,682,185
+1,241,971
|
|
||
|
7
CytomX Therapeutics
CTMX
$640M
| $70.6M | 4.48% |
15,013,093
+6,047,016
|
|
||
|
8
BioCryst Pharmaceuticals
BCRX
$2.14B
| $54.1M | 3.43% |
5,680,795
-3,685,731
|
|
||
9
Travere Therapeutics
TVTX
$4.38B
| $46.6M | 2.96% |
1,569,018
+1,051,134
|
|
||
10
Viridian Therapeutics
VRDN
$1.74B
| $45.8M | 2.91% |
2,341,652
+871,111
|
|
||
11
Cullinan Oncology
CGEM
$816M
| $44.3M | 2.81% |
3,114,132
|
|
||
12
UroGen Pharma
URGN
$1.33B
| $40.4M | 2.56% |
+2,247,393
|
|
||
13
KalVista Pharmaceuticals
KALV
$1.44B
| $36.7M | 2.33% |
1,820,954
+10,000
|
|
||
|
APLS
14
DELISTED
Apellis Pharmaceuticals
APLS
| $33.2M | 2.11% |
825,000
-83,607
|
|
||
|
15
Legend Biotech
LEGN
$5.85B
| $28.5M | 1.81% |
+1,576,295
|
|
||
|
MBX
16
MBX Biosciences
MBX
$1.38B
| $27.9M | 1.77% |
934,799
|
|
||
17
Immunocore
IMCR
$1.41B
| $26.7M | 1.69% |
884,937
+28,475
|
|
||
18
Sutro Biopharma
STRO
$421M
| $21.7M | 1.38% |
872,558
+392,968
|
|
||
|
BNR
19
Burning Rock Biotech
BNR
$95.7M
| $19.8M | 1.26% |
1,227,555
+232,672
|
|
||
|
SLNO
20
DELISTED
Soleno Therapeutics
SLNO
| $18.7M | 1.19% |
+560,000
|
|
||
21
Nurix Therapeutics
NRIX
$1.62B
| $18.5M | 1.18% |
1,194,757
-775,600
|
|
||
22
Pharvaris
PHVS
$2.21B
| $18.1M | 1.15% |
640,395
|
|
||
|
EVMN
23
Evommune Inc
EVMN
$727M
| $14.4M | 0.91% |
625,496
+440,014
|
|
||
24
Relay Therapeutics
RLAY
$2.98B
| $14.2M | 0.9% |
1,424,259
|
|
||
25
Geron
GERN
$725M
| $10.2M | 0.65% |
6,836,318
+3,380,000
|
|