KCM
Kynam Capital Management Portfolio holdings
AUM
$929M
1-Year Est. Return
7.66%
1 Year Est. Return
-7.66%
AUM
$929M
AUM Growth
-$240M
(-21%)
Holding
34
Top Buys
| 1 | +$24.2M | |
| 2 | +$8.65M | |
| 3 | +$4.89M | |
| 4 |
Nurix Therapeutics
NRIX
|
+$4.26M |
| 5 |
Edgewise Therapeutics
EWTX
|
+$3.33M |
Top Sells
| 1 | +$165M | |
| 2 | +$22.6M | |
| 3 | +$20.7M | |
| 4 |
Celldex Therapeutics
CLDX
|
+$8.13M |
| 5 |
Liquidia Corp
LQDA
|
+$5.4M |
Sector Composition
| 1 | Healthcare | 100% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Celldex Therapeutics
CLDX
$1.79B
| $124M | 13.37% |
6,100,729
-399,271
|
|
||
2
Vaxcyte
PCVX
$5.51B
| $99.9M | 10.75% |
3,071,588
-128,412
|
|
||
3
Vera Therapeutics
VERA
$1.9B
| $80.7M | 8.69% |
3,426,887
+1,026,887
|
|
||
4
Syndax Pharmaceuticals
SNDX
$1.31B
| $79.8M | 8.59% |
8,520,000
|
|
||
5
BioCryst Pharmaceuticals
BCRX
$1.45B
| $75.8M | 8.16% |
8,463,742
-464,781
|
|
||
6
CG Oncology
CGON
$3.13B
| $63.9M | 6.88% |
2,457,667
-153,995
|
|
||
7
Viridian Therapeutics
VRDN
$1.79B
| $61.9M | 6.66% |
4,427,927
-272,073
|
|
||
8
Cogent Biosciences
COGT
$2.02B
| $61M | 6.56% |
8,492,557
-612,443
|
|
||
9
Beam Therapeutics
BEAM
$2.74B
| $41.1M | 4.43% |
2,417,647
-100,523
|
|
||
10
Immunocore
IMCR
$1.62B
| $30.6M | 3.3% |
976,267
-719,309
|
|
||
11
Wave Life Sciences
WVE
$1.18B
| $29.6M | 3.19% |
4,560,053
-339,444
|
|
||
12
Travere Therapeutics
TVTX
$2.4B
| $22.8M | 2.46% |
1,540,691
-262,059
|
|
||
13
Tyra Biosciences
TYRA
$761M
| $22.3M | 2.4% |
2,329,998
-76,069
|
|
||
14
Dynavax Technologies
DVAX
$1.19B
| $21.3M | 2.29% |
2,145,319
-475,478
|
|
||
15
enGene Holdings
ENGN
$403M
| $18.2M | 1.96% |
4,994,090
|
|
||
16
Cullinan Oncology
CGEM
$494M
| $15.8M | 1.7% |
2,095,998
-242,631
|
|
||
|
17
Nurix Therapeutics
NRIX
$815M
| $13.4M | 1.44% |
1,173,605
+373,605
|
|
||
18
Relay Therapeutics
RLAY
$1.17B
| $9.99M | 1.08% |
2,887,014
-176,278
|
|
||
|
AMRN
19
Amarin Corp
AMRN
$406M
| $9.34M | 1.01% |
576,111
-44,620
|
|
||
20
UroGen Pharma
URGN
$836M
| $9M | 0.97% |
656,573
+631,573
|
|
||
21
CytomX Therapeutics
CTMX
$544M
| $4.89M | 0.53% |
+2,154,413
|
|
||
22
Geron
GERN
$791M
| $4.87M | 0.52% |
3,456,318
-203,208
|
|
||
23
Ironwood Pharmaceuticals
IRWD
$255M
| $3.92M | 0.42% |
5,466,825
-356,113
|
|
||
24
Caribou Biosciences
CRBU
$235M
| $3.87M | 0.42% |
3,067,774
-201,373
|
|
||
25
Sutro Biopharma
STRO
$97.5M
| $3.63M | 0.39% |
5,088,099
-353,348
|
|