KCM
VERA icon

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
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

ACA
Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DTC
Deep Track Capital Greenwich, Connecticut $6.12B AUM 144% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SI
Sofinnova Investments Menlo Park, California $2.63B AUM 117.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
EP
Eversept Partners New York $1.9B AUM 121.13% 1-Year Est. Return

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

Kynam Capital Management reduced its Vera Therapeutics (VERA) stake by 1% in Q1 2026, selling an estimated $1.5M and leaving 3,398,224 shares worth $137M. The position accounts for 8.43% of the portfolio, ranked #5.

Kynam Capital Management first reported a position in VERA in Q4 2021 and has held it in 18 quarters since. The position peaked at $174M in Q4 2025. 229 funds tracked by Wall St. Rank hold VERA as of Q1 2026.

  • Kynam Capital Management held 3,398,224 shares of Vera Therapeutics worth $137M as of Q1 2026.
  • Kynam Capital Management sold 34,827 Vera Therapeutics shares in Q1 2026, an estimated $1.5M.
  • Vera Therapeutics made up 8.43% of Kynam Capital Management's portfolio in Q1 2026, its #5 holding.
  • Kynam Capital Management first reported a position in Vera Therapeutics in Q4 2021 and has held it in 18 quarters since.
  • Kynam Capital Management's Vera Therapeutics position peaked at $174M in Q4 2025.
  • 229 funds tracked by Wall St. Rank held Vera Therapeutics as of Q1 2026.

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