KCM
Kynam Capital Management Portfolio holdings
AUM
$1.54B
1-Year Est. Return
74.72%
This Fund
S&P 500
1 Year Est. Return
+74.72%
AUM
$1.34B
AUM Growth
+$414M
(+45%)
Holding
36
Top Buys
| 1 | +$26.7M | |
| 2 | +$22.7M | |
| 3 | +$18.9M | |
| 4 |
Pharvaris
PHVS
|
+$15M |
| 5 |
Vera Therapeutics
VERA
|
+$13.9M |
Top Sells
| 1 | +$13.2M | |
| 2 | +$11.1M | |
| 3 | +$7.18M | |
| 4 |
UroGen Pharma
URGN
|
+$6.72M |
| 5 |
Liquidia Corp
LQDA
|
+$2.49M |
Sector Composition
| 1 | Healthcare | 100% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Design Therapeutics
DSGN
$572M
| $7.75M | 0.58% |
1,029,579
|
|
||
27
KalVista Pharmaceuticals
KALV
$820M
| $7.38M | 0.55% |
+606,171
|
|
||
28
Ironwood Pharmaceuticals
IRWD
$571M
| $7.16M | 0.53% |
5,466,825
|
|
||
29
Caribou Biosciences
CRBU
$170M
| $7.15M | 0.53% |
3,067,774
|
|
||
|
30
UroGen Pharma
URGN
$958M
| $6.94M | 0.52% |
282,412
-374,161
|
|
||
31
Geron
GERN
$977M
| $4.74M | 0.35% |
3,456,318
|
|
||
32
Sutro Biopharma
STRO
$414M
| $4.42M | 0.33% |
508,810
|
|
||
33
Edgewise Therapeutics
EWTX
$2.98B
| $4.12M | 0.31% |
253,979
|
|
||
34
ProQR Therapeutics
PRQR
$188M
| $3.51M | 0.26% |
1,649,462
|
|
||
|
CLYM
35
Climb Bio
CLYM
$490M
| $2.07M | 0.15% |
1,028,341
|
|
||
|
36
Liquidia Corp
LQDA
$3.13B
| – | – |
-200,047
|
|