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
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

LCM
Lynx1 Capital Management San Juan, Puerto Rico $633M AUM 173.22% 1-Year Est. Return
MB
MPM BioImpact Boston, Massachusetts $1.29B AUM 141.72% 1-Year Est. Return
BI
BVF Inc San Francisco, California $3.14B AUM 249.53% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BOCH
Blue Owl Capital Holdings New York $372M AUM 78.25% 1-Year Est. Return
RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
VA
VR Adviser New York $2.68B AUM 422.73% 1-Year Est. Return

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

Kynam Capital Management held its Cullinan Oncology (CGEM) position steady in Q1 2026 at 3,114,132 shares worth $44.3M. The position accounts for 2.73% of the portfolio, ranked #11.

Kynam Capital Management first reported a position in CGEM in Q4 2024 and has held it in 6 quarters since. 174 funds tracked by Wall St. Rank hold CGEM as of Q1 2026.

  • Kynam Capital Management held 3,114,132 shares of Cullinan Oncology worth $44.3M as of Q1 2026.
  • Kynam Capital Management left its Cullinan Oncology share count unchanged in Q1 2026.
  • Cullinan Oncology made up 2.73% of Kynam Capital Management's portfolio in Q1 2026, its #11 holding.
  • Kynam Capital Management first reported a position in Cullinan Oncology in Q4 2024 and has held it in 6 quarters since.
  • 174 funds tracked by Wall St. Rank held Cullinan Oncology as of Q1 2026.

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