Kynam Capital Management’s Immunocore IMCR Stock Holding History

Kynam Capital Management’s Portfolio IMCR Stock Details IMCR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$26.7M	Buy	884,937 +28,475	+3%	+$921K	1.65%	17
2025 Q4	$29.7M	Sell	856,462 -152,805	-15%	-$5.39M	1.9%	15
2025 Q3	$36.7M	Buy	1,009,267 +33,000	+3%	+$1.12M	2.73%	10
2025 Q2	$30.6M	Sell	976,267 -719,309	-42%	-$22.3M	3.3%	10
2025 Q1	$50.3M	Buy	1,695,576 +470,000	+38%	+$14.1M	4.23%	10
2024 Q4	$36.2M	Buy	+1,225,576	New	+$38.7M	2.14%	14

Other funds holding IMCR

RTW Investments New York $10B AUM 135.35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return

VPC

Vestal Point Capital New York $3.58B AUM 189.12% 1-Year Est. Return

TCM

Tang Capital Management San Diego, California $1.97B AUM 125.1% 1-Year Est. Return

DTC

Deep Track Capital Greenwich, Connecticut $6.12B AUM 144% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

LGM

Logos Global Management San Francisco, California $2B AUM 444.09% 1-Year Est. Return

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

Kynam Capital Management increased its Immunocore (IMCR) stake by 3.3% in Q1 2026, buying an estimated $921K and bringing the position to 884,937 shares worth $26.7M. The position accounts for 1.65% of the portfolio, ranked #17.

Kynam Capital Management first reported a position in IMCR in Q4 2024 and has held it in 6 quarters since. The position peaked at $50.3M in Q1 2025. 142 funds tracked by Wall St. Rank hold IMCR as of Q1 2026.

Kynam Capital Management held 884,937 shares of Immunocore worth $26.7M as of Q1 2026.
Kynam Capital Management bought 28,475 Immunocore shares in Q1 2026, an estimated $921K.
Immunocore made up 1.65% of Kynam Capital Management's portfolio in Q1 2026, its #17 holding.
Kynam Capital Management first reported a position in Immunocore in Q4 2024 and has held it in 6 quarters since.
Kynam Capital Management's Immunocore position peaked at $50.3M in Q1 2025.
142 funds tracked by Wall St. Rank held Immunocore as of Q1 2026.

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