KCM
Kynam Capital Management Portfolio holdings
AUM
$1.54B
1-Year Est. Return
74.72%
This Fund
S&P 500
1 Year Est. Return
+74.72%
AUM
$1.54B
AUM Growth
+$193M
(+14%)
Holding
40
Top Buys
| 1 | +$20.2M | |
| 2 | +$16M | |
| 3 | +$8.71M | |
| 4 |
Cullinan Oncology
CGEM
|
+$7.32M |
| 5 |
Alector
ALEC
|
+$3.55M |
Top Sells
| 1 | +$81.1M | |
| 2 | +$48.4M | |
| 3 | +$43.8M | |
| 4 |
enGene Holdings
ENGN
|
+$28.1M |
| 5 |
MBX
MBX Biosciences
MBX
|
+$25.8M |
Sector Composition
| 1 | Healthcare | 100% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Design Therapeutics
DSGN
$572M
| $7.36M | 0.48% |
784,606
-244,973
|
|
||
27
Sutro Biopharma
STRO
$414M
| $5.55M | 0.36% |
479,590
-29,220
|
|
||
|
AMRN
28
Amarin Corp
AMRN
$292M
| $5.43M | 0.35% |
389,273
-186,838
|
|
||
29
Geron
GERN
$977M
| $4.56M | 0.3% |
3,456,318
|
|
||
|
CLYM
30
Climb Bio
CLYM
$490M
| $4.11M | 0.27% |
1,028,341
|
|
||
31
Caribou Biosciences
CRBU
$170M
| $3.98M | 0.26% |
2,503,302
-564,472
|
|
||
|
EVMN
32
Evommune Inc
EVMN
$835M
| $3.18M | 0.21% |
+185,482
|
|
||
33
ProQR Therapeutics
PRQR
$188M
| $3.16M | 0.21% |
1,566,317
-83,145
|
|
||
|
34
Alector
ALEC
$221M
| $3.12M | 0.2% |
+2,000,000
|
|
||
35
Prelude Therapeutics
PRLD
$203M
| $2.29M | 0.15% |
+788,867
|
|
||
36
Edgewise Therapeutics
EWTX
$2.98B
| – | – |
-253,979
|
|
||
37
Ironwood Pharmaceuticals
IRWD
$571M
| – | – |
-5,466,825
|
|
||
38
Omeros
OMER
$818M
| – | – |
0
|
|
||
39
UroGen Pharma
URGN
$958M
| – | – |
-282,412
|
|
||
40
United Therapeutics
UTHR
$21B
| – | – |
-67,588
|
|