KCM

Kynam Capital Management Portfolio holdings

AUM $929M
This Quarter Return
+32.94%
1 Year Return
-7.66%
3 Year Return
+163.82%
5 Year Return
–
10 Year Return
–
AUM
$652M
AUM Growth
+$652M
Cap. Flow
+$120M
Cap. Flow %
18.37%
Top 10 Hldgs %
81.14%
Holding
40
New
5
Increased
20
Reduced
5
Closed
7

Top Buys

1
HZNP
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
$125M
2
NTRA icon
Natera
NTRA
$23.5M
3
CNCE
Concert Pharmaceuticals, Inc.
CNCE
$16M
4
APLS icon
Apellis Pharmaceuticals
APLS
$15.5M
5
MRTX
Mirati Therapeutics, Inc. Common Stock
MRTX
$8.66M

Top Sells

1
SNY icon
Sanofi
SNY
$22.8M
2
BIIB icon
Biogen
BIIB
$20M
3
UTHR icon
United Therapeutics
UTHR
$14.2M
4
GBT
Global Blood Therapeutics, Inc.
GBT
$8.94M
5
FOLD icon
Amicus Therapeutics
FOLD
$7.07M

Sector Composition

1 Healthcare 96.04%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
CNTA
26
Centessa Pharmaceuticals
CNTA
$2.25B
$2.28M 0.35%
733,926
+2,405
+0.3% +$7.46K
CABA icon
27
Cabaletta Bio
CABA
$133M
$1.53M 0.23%
165,486
-362,319
-69% -$3.35M
XENE icon
28
Xenon Pharmaceuticals
XENE
$2.98B
$1.14M 0.17%
28,887
+95
+0.3% +$3.75K
CNTB
29
Connect Biopharma
CNTB
$115M
$642K 0.1%
739,649
– –
NGNE icon
30
Neurogene
NGNE
$264M
$61.5K 0.01%
120,764
+396
+0.3% +$202
GYRE icon
31
Gyre Therapeutics
GYRE
$703M
$47.7K 0.01%
90,484
+296
+0.3% +$156
AFMD
32
DELISTED
Affimed
AFMD
– –
-676,675
Closed -$1.39M
BCRX icon
33
BioCryst Pharmaceuticals
BCRX
$1.74B
– –
-435,117
Closed -$5.48M
BIIB icon
34
Biogen
BIIB
$19.4B
– –
-75,000
Closed -$20M
FOLD icon
35
Amicus Therapeutics
FOLD
$2.34B
– –
-676,849
Closed -$7.07M
RLMD icon
36
Relmada Therapeutics
RLMD
$37.2M
– –
0
– –
SNY icon
37
Sanofi
SNY
$121B
– –
-600,000
Closed -$22.8M
TCDA
38
DELISTED
Tricida, Inc. Common Stock
TCDA
– –
0
– –
AKUS
39
DELISTED
Akouos, Inc. Common Stock
AKUS
– –
-718,394
Closed -$4.86M
GBT
40
DELISTED
Global Blood Therapeutics, Inc.
GBT
– –
-131,220
Closed -$8.94M
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