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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
Q2 		$29M Hold
872,558
– – 1.6% 17
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

PA
Perceptive Advisors New York $6.66B AUM 360.84% 1-Year Est. Return
BI
BVF Inc San Francisco, California $3.91B AUM 304.52% 1-Year Est. Return
AAA
Affinity Asset Advisors New York $2.21B AUM 431.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SB
Samsara BioCapital Palo Alto, California $1.22B AUM 242.83% 1-Year Est. Return
O
OrbiMed New York $5.4B AUM 163.13% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
EAM
Eventide Asset Management Boston, Massachusetts $7.48B AUM 104.76% 1-Year Est. Return
VCIM
Velan Capital Investment Management Alpharetta, Georgia $164M AUM 542.31% 1-Year Est. Return

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

Kynam Capital Management held its Sutro Biopharma (STRO) position steady in Q2 2026 at 872,558 shares worth $29M. The position accounts for 1.6% of the portfolio, ranked #17.

Kynam Capital Management first reported a position in STRO in Q4 2022 and has held it in 15 quarters since. 100 funds tracked by Wall St. Rank hold STRO as of Q2 2026.

  • Kynam Capital Management held 872,558 shares of Sutro Biopharma worth $29M as of Q2 2026.
  • Kynam Capital Management left its Sutro Biopharma share count unchanged in Q2 2026.
  • Sutro Biopharma made up 1.6% of Kynam Capital Management's portfolio in Q2 2026, its #17 holding.
  • Kynam Capital Management first reported a position in Sutro Biopharma in Q4 2022 and has held it in 15 quarters since.
  • 100 funds tracked by Wall St. Rank held Sutro Biopharma as of Q2 2026.

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