KCM
Kynam Capital Management Portfolio holdings
AUM
$929M
This Quarter Return
+14.49%
1 Year Return
-7.66%
3 Year Return
+163.82%
5 Year Return
–
10 Year Return
–
AUM
$187M
AUM Growth
–
Cap. Flow
+$187M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
68.59%
Holding
31
New
30
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
GBT
Global Blood Therapeutics, Inc.
GBT
|
$29.1M |
| 2 |
Xenon Pharmaceuticals
XENE
|
$20.9M |
| 3 |
Syndax Pharmaceuticals
SNDX
|
$20.9M |
| 4 |
Gossamer Bio
GOSS
|
$11.5M |
| 5 |
Biogen
BIIB
|
$9.6M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Healthcare | 99.28% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
GBT
1
DELISTED
Global Blood Therapeutics, Inc.
GBT
| $29.1M | 15.54% | +992,949 | New | +$29.1M |
|
|
2
Xenon Pharmaceuticals
XENE
$2.98B
| $20.9M | 11.19% | +670,093 | New | +$20.9M |
|
|
3
Syndax Pharmaceuticals
SNDX
$1.41B
| $20.9M | 11.19% | +956,165 | New | +$20.9M |
|
|
4
Gossamer Bio
GOSS
$562M
| $11.5M | 6.15% | +1,016,857 | New | +$11.5M |
|
|
5
Biogen
BIIB
$19.4B
| $9.6M | 5.13% | +40,000 | New | +$9.6M |
|
6
Celldex Therapeutics
CLDX
$1.47B
| $8.76M | 4.68% | +226,726 | New | +$8.76M |
|
|
AMRN
7
Amarin Corp
AMRN
$311M
| $7.45M | 3.98% | +2,210,866 | New | +$7.45M |
|
8
Vera Therapeutics
VERA
$1.38B
| $6.77M | 3.62% | +253,449 | New | +$6.77M |
|
9
Liquidia Corp
LQDA
$2.38B
| $6.66M | 3.56% | +1,366,836 | New | +$6.66M |
|
10
Amicus Therapeutics
FOLD
$2.34B
| $6.63M | 3.54% | +573,699 | New | +$6.63M |
|
11
Viridian Therapeutics
VRDN
$1.5B
| $5.69M | 3.04% | +287,934 | New | +$5.69M |
|
12
Travere Therapeutics
TVTX
$1.56B
| $5.65M | 3.02% | +182,103 | New | +$5.65M |
|
13
Fate Therapeutics
FATE
$120M
| $5.59M | 2.99% | +95,561 | New | +$5.59M |
|
14
Vaxcyte
PCVX
$4B
| $5.03M | 2.69% | +211,483 | New | +$5.03M |
|
15
Wave Life Sciences
WVE
$1.53B
| $4.69M | 2.51% | +1,494,594 | New | +$4.69M |
|
16
Merus
MRUS
$4.98B
| $3.89M | 2.08% | +122,158 | New | +$3.89M |
|
|
BNR
17
Burning Rock Biotech
BNR
$93.6M
| $3.65M | 1.95% | +382,464 | New | +$3.65M |
|
|
ZGNX
18
DELISTED
Zogenix, Inc.
ZGNX
| $3.34M | 1.79% | +205,800 | New | +$3.34M |
|
19
Olema Pharmaceuticals
OLMA
$375M
| $2.75M | 1.47% | +293,799 | New | +$2.75M |
|
|
CNTA
20
Centessa Pharmaceuticals
CNTA
$2.25B
| $2.69M | 1.44% | +239,041 | New | +$2.69M |
|
21
Seres Therapeutics
MCRB
$166M
| $2.54M | 1.36% | +304,901 | New | +$2.54M |
|
22
Cabaletta Bio
CABA
$133M
| $2.44M | 1.31% | +644,583 | New | +$2.44M |
|
23
Krystal Biotech
KRYS
$4.27B
| $2.44M | 1.3% | +34,816 | New | +$2.44M |
|
24
Puma Biotechnology
PBYI
$254M
| $2.08M | 1.11% | +683,619 | New | +$2.08M |
|
|
AFMD
25
DELISTED
Affimed
AFMD
| $2.01M | 1.07% | +364,033 | New | +$2.01M |
|