KCM

Kynam Capital Management Portfolio holdings

AUM $929M
1-Year Return 7.66%
This Quarter Return
-10.97%
1 Year Return
-7.66%
3 Year Return
+163.82%
5 Year Return
–
10 Year Return
–
AUM
$388M
AUM Growth
+$80M
Cap. Flow
+$120M
Cap. Flow %
30.85%
Top 10 Hldgs %
79.4%
Holding
38
New
3
Increased
17
Reduced
11
Closed
3

Top Buys

1
GBT
Global Blood Therapeutics, Inc.
GBT
$27.5M
2
VERA icon
Vera Therapeutics
VERA
$13.9M
3
SNDX icon
Syndax Pharmaceuticals
SNDX
$11.1M
4
BNR
Burning Rock Biotech
BNR
$10.3M
5
CLDX icon
Celldex Therapeutics
CLDX
$10.2M

Top Sells

1
XENE icon
Xenon Pharmaceuticals
XENE
$9.38M
2
SRRA
Sierra Oncology, Inc. Common Stock
SRRA
$6.2M
3
RDUS
Radius Health, Inc.
RDUS
$1.64M
4
KRYS icon
Krystal Biotech
KRYS
$1.22M
5
WVE icon
Wave Life Sciences
WVE
$699K

Sector Composition

1 Healthcare 98.91%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
OLMA icon
26
Olema Pharmaceuticals
OLMA
$430M
$1.01M 0.26%
249,229
-31,598
-11% -$129K
MCRB icon
27
Seres Therapeutics
MCRB
$163M
$887K 0.23%
12,932
-1,640
-11% -$112K
CNTB
28
Connect Biopharma Holdings Limited Ordinary Shares
CNTB
$99.7M
$643K 0.16%
739,649
+511,890
+225% +$445K
CABA icon
29
Cabaletta Bio
CABA
$139M
$580K 0.15%
546,800
-69,325
-11% -$73.5K
GYRE icon
30
Gyre Therapeutics
GYRE
$689M
$166K 0.04%
12,458
-1,687
-12% -$22.5K
NGNE icon
31
Neurogene
NGNE
$281M
$128K 0.03%
6,235
-790
-11% -$16.2K
KRYS icon
32
Krystal Biotech
KRYS
$4.29B
– –
-18,393
Closed -$1.22M
NKTR icon
33
Nektar Therapeutics
NKTR
$653M
– –
0
– –
TGTX icon
34
TG Therapeutics
TGTX
$4.95B
– –
0
– –
KRTX
35
DELISTED
Karuna Therapeutics, Inc. Common Stock
KRTX
– –
0
– –
RDUS
36
DELISTED
Radius Health, Inc.
RDUS
– –
-185,514
Closed -$1.64M
SRRA
37
DELISTED
Sierra Oncology, Inc. Common Stock
SRRA
– –
-193,280
Closed -$6.2M
ALNY icon
38
Alnylam Pharmaceuticals
ALNY
$59.5B
– –
0
– –
1
2