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Kynam Capital Management’s Nurix Therapeutics NRIX Stock Holding History

Kynam Capital Management’s Portfolio NRIX Stock Details NRIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$18.5M Sell
1,194,757
-775,600
-39% -$12.9M 1.14% 23
2025
Q4 		$37.4M Sell
1,970,357
-198,248
-9% -$2.85M 2.39% 12
2025
Q3 		$20M Buy
2,168,605
+995,000
+85% +$10.3M 1.49% 17
2025
Q2 		$13.4M Buy
1,173,605
+373,605
+47% +$4.04M 1.44% 17
2025
Q1 		$9.5M Buy
+800,000
New +$13.4M 0.8% 20

Other funds holding NRIX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RG
Redmile Group San Francisco, California $1.51B AUM 164.17% 1-Year Est. Return
VPC
Vestal Point Capital New York $3.58B AUM 189.12% 1-Year Est. Return
DTC
Deep Track Capital Greenwich, Connecticut $6.12B AUM 144% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BBA
Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
GA
General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return

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

Kynam Capital Management reduced its Nurix Therapeutics (NRIX) stake by 39% in Q1 2026, selling an estimated $12.9M and leaving 1,194,757 shares worth $18.5M. The position accounts for 1.14% of the portfolio, ranked #23.

Kynam Capital Management first reported a position in NRIX in Q1 2025 and has held it in 5 quarters since. The position peaked at $37.4M in Q4 2025. 195 funds tracked by Wall St. Rank hold NRIX as of Q1 2026.

  • Kynam Capital Management held 1,194,757 shares of Nurix Therapeutics worth $18.5M as of Q1 2026.
  • Kynam Capital Management sold 775,600 Nurix Therapeutics shares in Q1 2026, an estimated $12.9M.
  • Nurix Therapeutics made up 1.14% of Kynam Capital Management's portfolio in Q1 2026, its #23 holding.
  • Kynam Capital Management first reported a position in Nurix Therapeutics in Q1 2025 and has held it in 5 quarters since.
  • Kynam Capital Management's Nurix Therapeutics position peaked at $37.4M in Q4 2025.
  • 195 funds tracked by Wall St. Rank held Nurix Therapeutics as of Q1 2026.

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