KCM

Kynam Capital Management Portfolio holdings

AUM $929M
1-Year Est. Return 7.66%
This Quarter Est. Return
1 Year Est. Return
-7.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$929M
AUM Growth
-$240M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
34
New
Increased
Reduced
Closed

Top Buys

1
+$24.2M
2
+$8.65M
3
+$4.89M
4
NRIX icon
Nurix Therapeutics
NRIX
+$4.26M
5
EWTX icon
Edgewise Therapeutics
EWTX
+$3.33M

Top Sells

1
+$165M
2
+$22.6M
3
+$20.7M
4
CLDX icon
Celldex Therapeutics
CLDX
+$8.13M
5
LQDA icon
Liquidia Corp
LQDA
+$5.4M

Sector Composition

1 Healthcare 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DSGN icon
26
Design Therapeutics
DSGN
$335M
$3.47M 0.37%
1,029,579
+125,562
PRQR icon
27
ProQR Therapeutics
PRQR
$302M
$3.36M 0.36%
1,649,462
-100,538
EWTX icon
28
Edgewise Therapeutics
EWTX
$1.61B
$3.33M 0.36%
+253,979
BNR
29
Burning Rock Biotech
BNR
$126M
$3.14M 0.34%
994,883
LQDA icon
30
Liquidia Corp
LQDA
$1.95B
$2.49M 0.27%
200,047
-433,755
CLYM
31
Climb Bio
CLYM
$138M
$1.28M 0.14%
1,028,341
-18,659
LEGN icon
32
Legend Biotech
LEGN
$5.89B
– –
-610,000
NTRA icon
33
Natera
NTRA
$26.7B
– –
-1,167,570
SLNO icon
34
Soleno Therapeutics
SLNO
$3.45B
– –
0
1
2