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Kynam Capital Management’s Alector ALEC Stock Holding History

Kynam Capital Management’s Portfolio ALEC Stock Details ALEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.66M Buy
3,808,494
+1,808,494
+90% +$3.88M 0.42% 26
2026
Q1 		$4.3M Hold
2,000,000
– – 0.27% 36
2025
Q4 		$3.12M Buy
+2,000,000
New +$3.55M 0.2% 36

Other funds holding ALEC

TCM
TCG Crossover Management Palo Alto, California $4.16B AUM 983.43% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
MC
Merck & Co Rahway, New Jersey $526M AUM 175.27% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
6CM
683 Capital Management New York $2.04B AUM 94.26% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
ACM
ADAR1 Capital Management Austin, Texas $2.19B AUM 374.99% 1-Year Est. Return

Kynam Capital Management's ALEC Position: Q2 2026 in Review

Kynam Capital Management increased its Alector (ALEC) stake by 90% in Q2 2026, buying an estimated $3.88M and bringing the position to 3,808,494 shares worth $7.66M. The position accounts for 0.42% of the portfolio, ranked #26.

Kynam Capital Management first reported a position in ALEC in Q4 2025 and has held it in 3 quarters since. 141 funds tracked by Wall St. Rank hold ALEC as of Q2 2026.

  • Kynam Capital Management held 3,808,494 shares of Alector worth $7.66M as of Q2 2026.
  • Kynam Capital Management bought 1,808,494 Alector shares in Q2 2026, an estimated $3.88M.
  • Alector made up 0.42% of Kynam Capital Management's portfolio in Q2 2026, its #26 holding.
  • Kynam Capital Management first reported a position in Alector in Q4 2025 and has held it in 3 quarters since.
  • 141 funds tracked by Wall St. Rank held Alector as of Q2 2026.

Based on Kynam Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.