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Kynam Capital Management’s Sutro Biopharma STRO Stock Holding History

Kynam Capital Management’s Portfolio STRO Stock Details STRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$21.7M Buy
872,558
+392,968
+82% +$7.1M 1.34% 19
2025
Q4 		$5.55M Sell
479,590
-29,220
-6% -$277K 0.35% 28
2025
Q3 		$4.42M Hold
508,810
– – 0.33% 32
2025
Q2 		$3.63M Sell
508,810
-35,335
-6% -$289K 0.39% 25
2025
Q1 		$3.54M Buy
544,145
+180,000
+49% +$2.83M 0.3% 27
2024
Q4 		$6.7M Buy
364,145
+157,500
+76% +$4.81M 0.4% 24
2024
Q3 		$7.15M Buy
206,645
+4,277
+2% +$168K 0.55% 22
2024
Q2 		$5.93M Buy
202,368
+2,195
+1% +$86.8K 0.46% 23
2024
Q1 		$11.3M Hold
200,173
– – 1.18% 17
2023
Q4 		$8.59M Buy
200,173
+44,905
+29% +$1.42M 0.95% 20
2023
Q3 		$5.39M Buy
155,268
+5,268
+4% +$230K 0.88% 20
2023
Q2 		$6.97M Buy
150,000
+59,816
+66% +$2.98M 0.96% 18
2023
Q1 		$4.17M Buy
90,184
+49,730
+123% +$3.16M 0.54% 24
2022
Q4 		$3.27M Buy
+40,454
New +$2.81M 0.5% 23

Other funds holding STRO

BI
BVF Inc San Francisco, California $3.14B AUM 249.53% 1-Year Est. Return
AAA
Affinity Asset Advisors New York $1.94B AUM 374.45% 1-Year Est. Return
SB
Samsara BioCapital Palo Alto, California $1.03B AUM 214.94% 1-Year Est. Return
O
OrbiMed New York $5.05B AUM 125.28% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
EAM
Eventide Asset Management Boston, Massachusetts $6.05B AUM 76.64% 1-Year Est. Return
PA
Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return
RCM
RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
ACM
ADAR1 Capital Management Austin, Texas $1.7B AUM 340.85% 1-Year Est. Return

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

Kynam Capital Management increased its Sutro Biopharma (STRO) stake by 82% in Q1 2026, buying an estimated $7.1M and bringing the position to 872,558 shares worth $21.7M. The position accounts for 1.34% of the portfolio, ranked #19.

Kynam Capital Management first reported a position in STRO in Q4 2022 and has held it in 14 quarters since. 78 funds tracked by Wall St. Rank hold STRO as of Q1 2026.

  • Kynam Capital Management held 872,558 shares of Sutro Biopharma worth $21.7M as of Q1 2026.
  • Kynam Capital Management bought 392,968 Sutro Biopharma shares in Q1 2026, an estimated $7.1M.
  • Sutro Biopharma made up 1.34% of Kynam Capital Management's portfolio in Q1 2026, its #19 holding.
  • Kynam Capital Management first reported a position in Sutro Biopharma in Q4 2022 and has held it in 14 quarters since.
  • 78 funds tracked by Wall St. Rank held Sutro Biopharma as of Q1 2026.

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