KCM
Kynam Capital Management Portfolio holdings
AUM
$929M
1-Year Return
7.66%
This Quarter Return
+26.37%
1 Year Return
-7.66%
3 Year Return
+163.82%
5 Year Return
–
10 Year Return
–
AUM
$899M
AUM Growth
+$15.3M
(+1.7%)
Cap. Flow
-$204M
Cap. Flow
% of AUM
-22.69%
Top 10 Holdings %
Top 10 Hldgs %
85.13%
Holding
26
New
1
Increased
5
Reduced
8
Closed
3
Top Buys
| 1 |
Dynavax Technologies
DVAX
|
$33.8M |
| 2 |
Cogent Biosciences
COGT
|
$17.8M |
| 3 |
Ironwood Pharmaceuticals
IRWD
|
$14.2M |
| 4 |
BioCryst Pharmaceuticals
BCRX
|
$9.79M |
| 5 |
Tyra Biosciences
TYRA
|
$2.87M |
Top Sells
| 1 |
Vera Therapeutics
VERA
|
$91.6M |
| 2 |
IMGN
Immunogen Inc
IMGN
|
$42.2M |
| 3 |
MOR
MorphoSys AG American Depositary Shares
MOR
|
$41.9M |
| 4 |
Natera
NTRA
|
$36.6M |
| 5 |
Protagonist Therapeutics
PTGX
|
$24.9M |
Sector Composition
| 1 | Healthcare | 100% |