KCM
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Kynam Capital Management’s Vaxcyte PCVX Stock Holding History

Kynam Capital Management’s Portfolio PCVX Stock Details PCVX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$170M Hold
2,922,335
– – 9.39% 3
2026
Q1 		$170M Hold
2,922,335
– – 10.48% 3
2025
Q4 		$135M Sell
2,922,335
-149,253
-5% -$6.68M 8.61% 5
2025
Q3 		$111M Hold
3,071,588
– – 8.24% 5
2025
Q2 		$99.9M Sell
3,071,588
-128,412
-4% -$4.21M 10.75% 2
2025
Q1 		$121M Buy
3,200,000
+863,204
+37% +$69M 10.15% 2
2024
Q4 		$191M Buy
2,336,796
+1,297,508
+125% +$129M 11.31% 2
2024
Q3 		$119M Buy
1,039,288
+286,048
+38% +$25.8M 9.1% 2
2024
Q2 		$56.9M Buy
753,240
+8,240
+1% +$561K 4.39% 9
2024
Q1 		$50.9M Sell
745,000
-257,407
-26% -$17.8M 5.33% 7
2023
Q4 		$63M Sell
1,002,407
-300,000
-23% -$15.6M 6.97% 4
2023
Q3 		$66.4M Buy
1,302,407
+2,407
+0.2% +$119K 10.86% 3
2023
Q2 		$64.9M Buy
1,300,000
+83,216
+7% +$3.94M 8.93% 5
2023
Q1 		$45.6M Buy
1,216,784
+513,343
+73% +$21.8M 5.89% 5
2022
Q4 		$33.7M Buy
703,441
+4,803
+0.7% +$188K 5.17% 5
2022
Q3 		$16.8M Sell
698,638
-25,143
-3% -$637K 3.53% 9
2022
Q2 		$15.7M Buy
723,781
+144,141
+25% +$3.34M 4.02% 9
2022
Q1 		$14M Buy
579,640
+368,157
+174% +$8.04M 4.54% 8
2021
Q4 		$5.03M Buy
+211,483
New +$4.92M 2.69% 14

Other funds holding PCVX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RCM
RA Capital Management Boston, Massachusetts $11.5B AUM 168.77% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DTC
Deep Track Capital Greenwich, Connecticut $6.87B AUM 205.24% 1-Year Est. Return

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

Kynam Capital Management held its Vaxcyte (PCVX) position steady in Q2 2026 at 2,922,335 shares worth $170M. The position accounts for 9.39% of the portfolio, ranked #3.

Kynam Capital Management first reported a position in PCVX in Q4 2021 and has held it in 19 quarters since. The position peaked at $191M in Q4 2024. 331 funds tracked by Wall St. Rank hold PCVX as of Q2 2026.

  • Kynam Capital Management held 2,922,335 shares of Vaxcyte worth $170M as of Q2 2026.
  • Kynam Capital Management left its Vaxcyte share count unchanged in Q2 2026.
  • Vaxcyte made up 9.39% of Kynam Capital Management's portfolio in Q2 2026, its #3 holding.
  • Kynam Capital Management first reported a position in Vaxcyte in Q4 2021 and has held it in 19 quarters since.
  • Kynam Capital Management's Vaxcyte position peaked at $191M in Q4 2024.
  • 331 funds tracked by Wall St. Rank held Vaxcyte as of Q2 2026.

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