Kynam Capital Management’s Beam Therapeutics BEAM Stock Holding History

Kynam Capital Management’s Portfolio BEAM Stock Details BEAM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$97.5M	Sell	2,840,792 -841,393	-23%	-$25.4M	5.39%	8
2026 Q1	$87.7M	Buy	3,682,185 +1,241,971	+51%	+$34.5M	5.41%	6
2025 Q4	$67.6M	Sell	2,440,214 -77,433	-3%	-$1.98M	4.32%	7
2025 Q3	$61.1M	Buy	2,517,647 +100,000	+4%	+$1.99M	4.55%	9
2025 Q2	$41.1M	Sell	2,417,647 -100,523	-4%	-$1.75M	4.43%	9
2025 Q1	$49.2M	Buy	2,518,170 +762,012	+43%	+$20M	4.13%	11
2024 Q4	$43.6M	Buy	1,756,158 +454,073	+35%	+$11.6M	2.57%	13
2024 Q3	$31.9M	Buy	+1,302,085	New	+$33.6M	2.45%	12

Other funds holding BEAM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

FCM

Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AVM

Arch Venture Management Chicago, Illinois $1.1B AUM 356.62% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

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

Kynam Capital Management reduced its Beam Therapeutics (BEAM) stake by 23% in Q2 2026, selling an estimated $25.4M and leaving 2,840,792 shares worth $97.5M. The position accounts for 5.39% of the portfolio, ranked #8.

Kynam Capital Management first reported a position in BEAM in Q3 2024 and has held it in 8 quarters since. 278 funds tracked by Wall St. Rank hold BEAM as of Q2 2026.

Kynam Capital Management held 2,840,792 shares of Beam Therapeutics worth $97.5M as of Q2 2026.
Kynam Capital Management sold 841,393 Beam Therapeutics shares in Q2 2026, an estimated $25.4M.
Beam Therapeutics made up 5.39% of Kynam Capital Management's portfolio in Q2 2026, its #8 holding.
Kynam Capital Management first reported a position in Beam Therapeutics in Q3 2024 and has held it in 8 quarters since.
278 funds tracked by Wall St. Rank held Beam Therapeutics as of Q2 2026.

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