KCM

Kynam Capital Management Portfolio holdings

AUM $929M
This Quarter Return
+1.67%
1 Year Return
-7.66%
3 Year Return
+163.82%
5 Year Return
–
10 Year Return
–
AUM
$929M
AUM Growth
+$929M
Cap. Flow
-$406M
Cap. Flow %
-43.68%
Top 10 Hldgs %
77.4%
Holding
34
New
2
Increased
4
Reduced
22
Closed
2

Top Buys

1
VERA icon
Vera Therapeutics
VERA
$24.2M
2
URGN icon
UroGen Pharma
URGN
$8.65M
3
CTMX icon
CytomX Therapeutics
CTMX
$4.89M
4
NRIX icon
Nurix Therapeutics
NRIX
$4.26M
5
EWTX icon
Edgewise Therapeutics
EWTX
$3.33M

Top Sells

1
AMRN
Amarin Corp
AMRN
$192M
2
NTRA icon
Natera
NTRA
$165M
3
IMCR icon
Immunocore
IMCR
$22.6M
4
LEGN icon
Legend Biotech
LEGN
$20.7M
5
CLDX icon
Celldex Therapeutics
CLDX
$8.13M

Sector Composition

1 Healthcare 100%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
DSGN icon
26
Design Therapeutics
DSGN
$315M
$3.47M 0.37%
1,029,579
+125,562
+14% +$423K
PRQR icon
27
ProQR Therapeutics
PRQR
$237M
$3.36M 0.36%
1,649,462
-100,538
-6% -$205K
EWTX icon
28
Edgewise Therapeutics
EWTX
$1.51B
$3.33M 0.36%
+253,979
New +$3.33M
BNR
29
Burning Rock Biotech
BNR
$93.6M
$3.14M 0.34%
994,883
– –
LQDA icon
30
Liquidia Corp
LQDA
$2.38B
$2.49M 0.27%
200,047
-433,755
-68% -$5.4M
CLYM
31
Climb Bio, Inc. Common Stock
CLYM
$151M
$1.28M 0.14%
1,028,341
-18,659
-2% -$23.1K
LEGN icon
32
Legend Biotech
LEGN
$6.41B
– –
-610,000
Closed -$20.7M
NTRA icon
33
Natera
NTRA
$23.1B
– –
-1,167,570
Closed -$165M
SLNO icon
34
Soleno Therapeutics
SLNO
$3.6B
– –
0
– –
1
2