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Kynam Capital Management’s BioCryst Pharmaceuticals BCRX Stock Holding History

Kynam Capital Management’s Portfolio BCRX Stock Details BCRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$54.1M Sell
5,680,795
-3,685,731
-39% -$28.6M 3.34% 8
2025
Q4 		$73.1M Sell
9,366,526
-23,744
-0.3% -$172K 4.67% 6
2025
Q3 		$71.3M Buy
9,390,270
+926,528
+11% +$7.72M 5.31% 8
2025
Q2 		$75.8M Sell
8,463,742
-464,781
-5% -$4.33M 8.16% 5
2025
Q1 		$67M Sell
8,928,523
-156,845
-2% -$1.27M 5.63% 5
2024
Q4 		$68.3M Hold
9,085,368
– – 4.04% 9
2024
Q3 		$69M Buy
9,085,368
+258,658
+3% +$1.97M 5.29% 8
2024
Q2 		$54.5M Buy
8,826,710
+2,299,219
+35% +$12.7M 4.21% 11
2024
Q1 		$33.2M Buy
6,527,491
+1,927,491
+42% +$10.8M 3.47% 10
2023
Q4 		$27.6M Buy
4,600,000
+1,466,807
+47% +$8.5M 3.05% 11
2023
Q3 		$22.2M Buy
3,133,193
+284,996
+10% +$2.05M 3.63% 9
2023
Q2 		$20.1M Buy
2,848,197
+1,848,197
+185% +$14.8M 2.76% 10
2023
Q1 		$8.34M Buy
+1,000,000
New +$9.63M 1.08% 19
2022
Q4 		– Sell
-435,117
Closed -$5.48M – 33
2022
Q3 		$5.48M Sell
435,117
-501,446
-54% -$6.45M 1.16% 19
2022
Q2 		$9.91M Buy
+936,563
New +$9.66M 2.53% 11

Other funds holding BCRX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RCM
RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
TCM
TCG Crossover Management Palo Alto, California $3.5B AUM 1,165.83% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
PA
Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return
VPC
Vestal Point Capital New York $3.58B AUM 189.12% 1-Year Est. Return

Kynam Capital Management's BCRX Position: Q1 2026 in Review

Kynam Capital Management reduced its BioCryst Pharmaceuticals (BCRX) stake by 39% in Q1 2026, selling an estimated $28.6M and leaving 5,680,795 shares worth $54.1M. The position accounts for 3.34% of the portfolio, ranked #8.

Kynam Capital Management first reported a position in BCRX in Q2 2022 and has held it in 15 quarters since. The position peaked at $75.8M in Q2 2025. 301 funds tracked by Wall St. Rank hold BCRX as of Q1 2026.

  • Kynam Capital Management held 5,680,795 shares of BioCryst Pharmaceuticals worth $54.1M as of Q1 2026.
  • Kynam Capital Management sold 3,685,731 BioCryst Pharmaceuticals shares in Q1 2026, an estimated $28.6M.
  • BioCryst Pharmaceuticals made up 3.34% of Kynam Capital Management's portfolio in Q1 2026, its #8 holding.
  • Kynam Capital Management first reported a position in BioCryst Pharmaceuticals in Q2 2022 and has held it in 15 quarters since.
  • Kynam Capital Management's BioCryst Pharmaceuticals position peaked at $75.8M in Q2 2025.
  • 301 funds tracked by Wall St. Rank held BioCryst Pharmaceuticals as of Q1 2026.

Based on Kynam Capital Management's 13F filing for Q1 2026, filed 15 May 2026.