KCM
Kynam Capital Management Portfolio holdings
AUM
$1.34B
1-Year Est. Return
9.24%
1 Year Est. Return
+9.24%
AUM
$1.34B
AUM Growth
+$414M
(+45%)
Holding
36
Top Buys
| 1 | +$35M | |
| 2 | +$20M | |
| 3 | +$18.3M | |
| 4 |
Vera Therapeutics
VERA
|
+$17.5M |
| 5 |
Pharvaris
PHVS
|
+$16.8M |
Top Sells
| 1 | +$18.2M | |
| 2 | +$14.1M | |
| 3 | +$9.19M | |
| 4 |
Cogent Biosciences
COGT
|
+$8.71M |
| 5 |
Liquidia Corp
LQDA
|
+$2.49M |
Sector Composition
| 1 | Healthcare | 100% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Design Therapeutics
DSGN
$538M
| $7.75M | 0.58% |
1,029,579
|
|
||
27
KalVista Pharmaceuticals
KALV
$774M
| $7.38M | 0.55% |
+606,171
|
|
||
28
Ironwood Pharmaceuticals
IRWD
$745M
| $7.16M | 0.53% |
5,466,825
|
|
||
29
Caribou Biosciences
CRBU
$130M
| $7.15M | 0.53% |
3,067,774
|
|
||
30
UroGen Pharma
URGN
$905M
| $6.94M | 0.52% |
282,412
-374,161
|
|
||
31
Geron
GERN
$830M
| $4.74M | 0.35% |
3,456,318
|
|
||
32
Sutro Biopharma
STRO
$127M
| $4.42M | 0.33% |
508,810
|
|
||
33
Edgewise Therapeutics
EWTX
$3.04B
| $4.12M | 0.31% |
253,979
|
|
||
34
ProQR Therapeutics
PRQR
$177M
| $3.51M | 0.26% |
1,649,462
|
|
||
|
CLYM
35
Climb Bio
CLYM
$295M
| $2.07M | 0.15% |
1,028,341
|
|
||
|
36
Liquidia Corp
LQDA
$3.42B
| – | – |
-200,047
|
|