KCM
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Kynam Capital Management’s Cullinan Oncology CGEM Stock Holding History

Kynam Capital Management’s Portfolio CGEM Stock Details CGEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$56.7M Hold
3,114,132
– – 3.13% 13
2026
Q1 		$44.3M Hold
3,114,132
– – 2.73% 11
2025
Q4 		$32.2M Buy
3,114,132
+811,960
+35% +$7.32M 2.06% 14
2025
Q3 		$13.7M Buy
2,302,172
+206,174
+10% +$1.51M 1.02% 22
2025
Q2 		$15.8M Sell
2,095,998
-242,631
-10% -$1.95M 1.7% 16
2025
Q1 		$17.7M Buy
2,338,629
+1,085,891
+87% +$10.4M 1.49% 19
2024
Q4 		$15.3M Buy
+1,252,738
New +$18M 0.9% 20

Other funds holding CGEM

MB
MPM BioImpact Boston, Massachusetts $1.64B AUM 245.64% 1-Year Est. Return
LCM
Lynx1 Capital Management San Juan, Puerto Rico $866M AUM 231.68% 1-Year Est. Return
BI
BVF Inc San Francisco, California $3.91B AUM 304.52% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
RI
RTW Investments New York $11.7B AUM 174.13% 1-Year Est. Return
SL
Siren LLC Greenwich, Connecticut $4.94B AUM 244.43% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Kynam Capital Management held its Cullinan Oncology (CGEM) position steady in Q2 2026 at 3,114,132 shares worth $56.7M. The position accounts for 3.13% of the portfolio, ranked #13.

Kynam Capital Management first reported a position in CGEM in Q4 2024 and has held it in 7 quarters since. 184 funds tracked by Wall St. Rank hold CGEM as of Q2 2026.

  • Kynam Capital Management held 3,114,132 shares of Cullinan Oncology worth $56.7M as of Q2 2026.
  • Kynam Capital Management left its Cullinan Oncology share count unchanged in Q2 2026.
  • Cullinan Oncology made up 3.13% of Kynam Capital Management's portfolio in Q2 2026, its #13 holding.
  • Kynam Capital Management first reported a position in Cullinan Oncology in Q4 2024 and has held it in 7 quarters since.
  • 184 funds tracked by Wall St. Rank held Cullinan Oncology as of Q2 2026.

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