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 Q2	$10.5M	Buy	1,238,563 +11,008	+0.9%	+$156K	0.58%	23
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

CRCM LP San Francisco, California $152M AUM 26.3% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

NAMA

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

HSG Holding Na, Hong Kong $1.2B AUM 23.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AIP

Almanack Investment Partners Wayne, Pennsylvania $785M AUM 34.37% 1-Year Est. Return

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

Kynam Capital Management increased its Burning Rock Biotech (BNR) stake by 0.9% in Q2 2026, buying an estimated $156K and bringing the position to 1,238,563 shares worth $10.5M. The position accounts for 0.58% of the portfolio, ranked #23.

Kynam Capital Management first reported a position in BNR in Q4 2021 and has held it in 19 quarters since. The position peaked at $22.5M in Q1 2023. 17 funds tracked by Wall St. Rank hold BNR as of Q2 2026.

Kynam Capital Management held 1,238,563 shares of Burning Rock Biotech worth $10.5M as of Q2 2026.
Kynam Capital Management bought 11,008 Burning Rock Biotech shares in Q2 2026, an estimated $156K.
Burning Rock Biotech made up 0.58% of Kynam Capital Management's portfolio in Q2 2026, its #23 holding.
Kynam Capital Management first reported a position in Burning Rock Biotech in Q4 2021 and has held it in 19 quarters since.
Kynam Capital Management's Burning Rock Biotech position peaked at $22.5M in Q1 2023.
17 funds tracked by Wall St. Rank held Burning Rock Biotech as of Q2 2026.

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