KCM
BNR

Kynam Capital Management’s Burning Rock Biotech BNR Stock Holding History

Kynam Capital Management’s Portfolio BNR Stock Details BNR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$19.8M Buy
1,227,555
+232,672
+23% +$6.09M 1.22% 21
2025
Q4 		$20M Hold
994,883
– – 1.28% 21
2025
Q3 		$8.61M Hold
994,883
– – 0.64% 25
2025
Q2 		$3.14M Hold
994,883
– – 0.34% 29
2025
Q1 		$4.38M Hold
994,883
– – 0.37% 26
2024
Q4 		$6.72M Buy
994,883
+5,666
+0.6% +$26.1K 0.4% 23
2024
Q3 		$3.23M Buy
989,217
+14,549
+1% +$80.2K 0.25% 25
2024
Q2 		$6.28M Buy
974,668
+10,577
+1% +$80.5K 0.48% 22
2024
Q1 		$7.02M Buy
964,091
+94,648
+11% +$790K 0.73% 20
2023
Q4 		$8.09M Buy
869,443
+19,443
+2% +$179K 0.9% 21
2023
Q3 		$8.24M Hold
850,000
– – 1.35% 17
2023
Q2 		$18.3M Buy
850,000
+47,937
+6% +$1.27M 2.52% 12
2023
Q1 		$22.5M Buy
802,063
+62,905
+9% +$1.88M 2.91% 10
2022
Q4 		$16.6M Buy
739,158
+68,772
+10% +$1.57M 2.55% 11
2022
Q3 		$16M Buy
670,386
+240,386
+56% +$7.76M 3.38% 10
2022
Q2 		$12.5M Buy
430,000
+352,689
+456% +$15.7M 3.2% 10
2022
Q1 		$7.18M Buy
77,311
+39,065
+102% +$3.39M 2.33% 14
2021
Q4 		$3.65M Buy
+38,246
New +$5.24M 1.95% 17

Other funds holding BNR

CL
CRCM LP San Francisco, California $141M AUM 153.09% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RWMG
Redwood Wealth Management Group Medford, New Jersey $232M AUM 22.66% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HH
HSG Holding Na, Hong Kong $1.62B AUM 5.91% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Kynam Capital Management increased its Burning Rock Biotech (BNR) stake by 23% in Q1 2026, buying an estimated $6.09M and bringing the position to 1,227,555 shares worth $19.8M. The position accounts for 1.22% of the portfolio, ranked #21.

Kynam Capital Management first reported a position in BNR in Q4 2021 and has held it in 18 quarters since. The position peaked at $22.5M in Q1 2023. 16 funds tracked by Wall St. Rank hold BNR as of Q1 2026.

  • Kynam Capital Management held 1,227,555 shares of Burning Rock Biotech worth $19.8M as of Q1 2026.
  • Kynam Capital Management bought 232,672 Burning Rock Biotech shares in Q1 2026, an estimated $6.09M.
  • Burning Rock Biotech made up 1.22% of Kynam Capital Management's portfolio in Q1 2026, its #21 holding.
  • Kynam Capital Management first reported a position in Burning Rock Biotech in Q4 2021 and has held it in 18 quarters since.
  • Kynam Capital Management's Burning Rock Biotech position peaked at $22.5M in Q1 2023.
  • 16 funds tracked by Wall St. Rank held Burning Rock Biotech as of Q1 2026.

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