KCM

Kynam Capital Management Portfolio holdings

AUM $929M
This Quarter Return
+20.07%
1 Year Return
-7.66%
3 Year Return
+163.82%
5 Year Return
–
10 Year Return
–
AUM
$473M
AUM Growth
+$473M
Cap. Flow
-$59.3M
Cap. Flow %
-12.52%
Top 10 Hldgs %
73.64%
Holding
39
New
4
Increased
11
Reduced
17
Closed
2

Top Buys

1
NTRA icon
Natera
NTRA
$34.1M
2
UTHR icon
United Therapeutics
UTHR
$31.6M
3
SNY icon
Sanofi
SNY
$22.8M
4
GSK icon
GSK
GSK
$14.7M
5
CLDX icon
Celldex Therapeutics
CLDX
$13.2M

Top Sells

1
GBT
Global Blood Therapeutics, Inc.
GBT
$141M
2
GOSS icon
Gossamer Bio
GOSS
$23.5M
3
TVTX icon
Travere Therapeutics
TVTX
$20.2M
4
BCRX icon
BioCryst Pharmaceuticals
BCRX
$6.32M
5
SNDX icon
Syndax Pharmaceuticals
SNDX
$5.75M

Sector Composition

1 Healthcare 97.63%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
CNTA
26
Centessa Pharmaceuticals
CNTA
$2.25B
$2.94M 0.62%
731,521
-26,327
-3% -$106K
AFMD
27
DELISTED
Affimed
AFMD
$1.39M 0.29%
676,675
-24,354
-3% -$50.2K
PBYI icon
28
Puma Biotechnology
PBYI
$254M
$1.33M 0.28%
559,769
-20,146
-3% -$47.8K
XENE icon
29
Xenon Pharmaceuticals
XENE
$2.98B
$1.04M 0.22%
28,792
-146,208
-84% -$5.28M
CNTB
30
Connect Biopharma
CNTB
$115M
$954K 0.2%
739,649
– –
CABA icon
31
Cabaletta Bio
CABA
$133M
$343K 0.07%
527,805
-18,995
-3% -$12.3K
NGNE icon
32
Neurogene
NGNE
$264M
$77K 0.02%
120,368
-4,333
-3% -$2.77K
GYRE icon
33
Gyre Therapeutics
GYRE
$703M
$45K 0.01%
90,188
-3,246
-3% -$1.62K
ALNY icon
34
Alnylam Pharmaceuticals
ALNY
$58.5B
– –
0
– –
FATE icon
35
Fate Therapeutics
FATE
$120M
– –
-81,064
Closed -$2.01M
MRUS icon
36
Merus
MRUS
$4.98B
– –
-103,627
Closed -$2.35M
RLMD icon
37
Relmada Therapeutics
RLMD
$37.2M
– –
0
– –
KRTX
38
DELISTED
Karuna Therapeutics, Inc. Common Stock
KRTX
– –
0
– –
TCDA
39
DELISTED
Tricida, Inc. Common Stock
TCDA
– –
0
– –
1
2