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Kynam Capital Management’s Vera Therapeutics VERA Stock Holding History

Kynam Capital Management’s Portfolio VERA Stock Details VERA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$124M Sell
2,890,059
-508,165
-15% -$18.9M 6.85% 5
2026
Q1 		$137M Sell
3,398,224
-34,827
-1% -$1.5M 8.43% 5
2025
Q4 		$174M Sell
3,433,051
-594,749
-15% -$21.1M 11.11% 2
2025
Q3 		$117M Buy
4,027,800
+600,913
+18% +$13.9M 8.71% 3
2025
Q2 		$80.7M Buy
3,426,887
+1,026,887
+43% +$23.1M 8.69% 3
2025
Q1 		$57.6M Buy
2,400,000
+942,090
+65% +$30.3M 4.84% 8
2024
Q4 		$61.7M Sell
1,457,910
-118,639
-8% -$5.25M 3.64% 11
2024
Q3 		$69.7M Buy
1,576,549
+32,880
+2% +$1.25M 5.34% 7
2024
Q2 		$55.8M Buy
1,543,669
+16,882
+1% +$670K 4.31% 10
2024
Q1 		$65.8M Sell
1,526,787
-2,123,552
-58% -$75.7M 6.89% 4
2023
Q4 		$56.1M Buy
3,650,339
+694,286
+23% +$8.82M 6.22% 5
2023
Q3 		$40.5M Sell
2,956,053
-43,947
-1% -$754K 6.63% 5
2023
Q2 		$48.1M Sell
3,000,000
-372,428
-11% -$3.36M 6.62% 7
2023
Q1 		$26.2M Buy
3,372,428
+1,963,330
+139% +$15.2M 3.38% 9
2022
Q4 		$27.3M Sell
1,409,098
-127,083
-8% -$2.3M 4.18% 8
2022
Q3 		$32.7M Buy
1,536,181
+13,469
+0.9% +$252K 6.9% 4
2022
Q2 		$20.7M Buy
1,522,712
+1,020,384
+203% +$17.8M 5.29% 6
2022
Q1 		$11.8M Buy
502,328
+248,879
+98% +$5.35M 3.83% 9
2021
Q4 		$6.77M Buy
+253,449
New +$5.61M 3.62% 8

Other funds holding VERA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ACA
Avoro Capital Advisors New York $11.1B AUM 207.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
DTC
Deep Track Capital Greenwich, Connecticut $6.87B AUM 205.24% 1-Year Est. Return
DM
Deerfield Management New York $9.59B AUM 113.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SI
Sofinnova Investments Menlo Park, California $1.93B AUM 134.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Kynam Capital Management reduced its Vera Therapeutics (VERA) stake by 15% in Q2 2026, selling an estimated $18.9M and leaving 2,890,059 shares worth $124M. The position accounts for 6.85% of the portfolio, ranked #5.

Kynam Capital Management first reported a position in VERA in Q4 2021 and has held it in 19 quarters since. The position peaked at $174M in Q4 2025. 219 funds tracked by Wall St. Rank hold VERA as of Q2 2026.

  • Kynam Capital Management held 2,890,059 shares of Vera Therapeutics worth $124M as of Q2 2026.
  • Kynam Capital Management sold 508,165 Vera Therapeutics shares in Q2 2026, an estimated $18.9M.
  • Vera Therapeutics made up 6.85% of Kynam Capital Management's portfolio in Q2 2026, its #5 holding.
  • Kynam Capital Management first reported a position in Vera Therapeutics in Q4 2021 and has held it in 19 quarters since.
  • Kynam Capital Management's Vera Therapeutics position peaked at $174M in Q4 2025.
  • 219 funds tracked by Wall St. Rank held Vera Therapeutics as of Q2 2026.

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