KCM

Kynam Capital Management Portfolio holdings

AUM $929M
This Quarter Return
+7.46%
1 Year Return
-7.66%
3 Year Return
+163.82%
5 Year Return
–
10 Year Return
–
AUM
$773M
AUM Growth
+$121M
Cap. Flow
+$131M
Cap. Flow %
16.91%
Top 10 Hldgs %
77.51%
Holding
39
New
7
Increased
12
Reduced
14
Closed
4

Top Buys

1
TSVT
2seventy bio
TSVT
$38.1M
2
TVTX icon
Travere Therapeutics
TVTX
$25.8M
3
SGEN
Seagen Inc. Common Stock
SGEN
$20.2M
4
PTGX icon
Protagonist Therapeutics
PTGX
$19.6M
5
PCVX icon
Vaxcyte
PCVX
$19.2M

Top Sells

1
UTHR icon
United Therapeutics
UTHR
$27.8M
2
CNCE
Concert Pharmaceuticals, Inc.
CNCE
$25.8M
3
APLS icon
Apellis Pharmaceuticals
APLS
$15.5M
4
VRDN icon
Viridian Therapeutics
VRDN
$12.5M
5
CLDX icon
Celldex Therapeutics
CLDX
$7.05M

Sector Composition

1 Healthcare 100%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
GOSS icon
26
Gossamer Bio
GOSS
$587M
$1.89M 0.24%
1,502,866
-268,679
-15% -$339K
RYTM icon
27
Rhythm Pharmaceuticals
RYTM
$6.75B
$1.65M 0.21%
+92,602
New +$1.65M
PBYI icon
28
Puma Biotechnology
PBYI
$258M
$1.46M 0.19%
473,070
-88,539
-16% -$274K
XENE icon
29
Xenon Pharmaceuticals
XENE
$2.99B
$1.03M 0.13%
28,696
-191
-0.7% -$6.84K
ACLX icon
30
Arcellx
ACLX
$3.95B
$965K 0.12%
+31,336
New +$965K
CNTB
31
Connect Biopharma Holdings Limited Ordinary Shares
CNTB
$111M
$740K 0.1%
739,649
– –
MRUS icon
32
Merus
MRUS
$5.04B
$395K 0.05%
+21,457
New +$395K
NGNE icon
33
Neurogene
NGNE
$284M
$84K 0.01%
5,998
-40
-0.7% -$560
GYRE icon
34
Gyre Therapeutics
GYRE
$734M
$18.6K ﹤0.01%
5,992
-6,073
-50% -$18.9K
APLS icon
35
Apellis Pharmaceuticals
APLS
$3.51B
– –
-300,000
Closed -$15.5M
ARGX icon
36
argenx
ARGX
$44.2B
– –
0
– –
CABA icon
37
Cabaletta Bio
CABA
$144M
– –
-165,486
Closed -$1.53M
UTHR icon
38
United Therapeutics
UTHR
$17.7B
– –
-100,000
Closed -$27.8M
CNCE
39
DELISTED
Concert Pharmaceuticals, Inc.
CNCE
– –
-4,420,349
Closed -$25.8M
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