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 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 $1.9T AUM 41.92% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

FCM

Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

AVM

Arch Venture Management Chicago, Illinois $677M AUM 322.07% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

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

Kynam Capital Management increased its Beam Therapeutics (BEAM) stake by 51% in Q1 2026, buying an estimated $34.5M and bringing the position to 3,682,185 shares worth $87.7M. The position accounts for 5.41% of the portfolio, ranked #6.

Kynam Capital Management first reported a position in BEAM in Q3 2024 and has held it in 7 quarters since. 251 funds tracked by Wall St. Rank hold BEAM as of Q1 2026.

Kynam Capital Management held 3,682,185 shares of Beam Therapeutics worth $87.7M as of Q1 2026.
Kynam Capital Management bought 1,241,971 Beam Therapeutics shares in Q1 2026, an estimated $34.5M.
Beam Therapeutics made up 5.41% of Kynam Capital Management's portfolio in Q1 2026, its #6 holding.
Kynam Capital Management first reported a position in Beam Therapeutics in Q3 2024 and has held it in 7 quarters since.
251 funds tracked by Wall St. Rank held Beam Therapeutics as of Q1 2026.

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