KCM

Kynam Capital Management Portfolio holdings

AUM $929M
This Quarter Return
+32.94%
1 Year Return
-7.66%
3 Year Return
+163.82%
5 Year Return
–
10 Year Return
–
AUM
$652M
AUM Growth
+$652M
Cap. Flow
+$120M
Cap. Flow %
18.37%
Top 10 Hldgs %
81.14%
Holding
40
New
5
Increased
20
Reduced
5
Closed
7

Top Buys

1
HZNP
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
$125M
2
NTRA icon
Natera
NTRA
$23.5M
3
CNCE
Concert Pharmaceuticals, Inc.
CNCE
$16M
4
APLS icon
Apellis Pharmaceuticals
APLS
$15.5M
5
MRTX
Mirati Therapeutics, Inc. Common Stock
MRTX
$8.66M

Top Sells

1
SNY icon
Sanofi
SNY
$22.8M
2
BIIB icon
Biogen
BIIB
$20M
3
UTHR icon
United Therapeutics
UTHR
$14.2M
4
GBT
Global Blood Therapeutics, Inc.
GBT
$8.94M
5
FOLD icon
Amicus Therapeutics
FOLD
$7.07M

Sector Composition

1 Healthcare 96.04%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
HZNP
1
DELISTED
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
$125M 19.2%
+1,100,000
New +$125M
NTRA icon
2
Natera
NTRA
$23.1B
$105M 16.04%
2,603,207
+584,847
+29% +$23.5M
CLDX icon
3
Celldex Therapeutics
CLDX
$1.47B
$71.6M 10.98%
1,605,390
+5,263
+0.3% +$235K
SNDX icon
4
Syndax Pharmaceuticals
SNDX
$1.41B
$65.2M 10%
2,561,187
+288,272
+13% +$7.34M
PCVX icon
5
Vaxcyte
PCVX
$4B
$33.7M 5.17%
703,441
+4,803
+0.7% +$230K
VRDN icon
6
Viridian Therapeutics
VRDN
$1.5B
$30.2M 4.64%
1,034,697
+34,697
+3% +$1.01M
UTHR icon
7
United Therapeutics
UTHR
$13.8B
$27.8M 4.27%
100,000
-51,009
-34% -$14.2M
VERA icon
8
Vera Therapeutics
VERA
$1.38B
$27.3M 4.18%
1,409,098
-127,083
-8% -$2.46M
CNCE
9
DELISTED
Concert Pharmaceuticals, Inc.
CNCE
$25.8M 3.96%
4,420,349
+2,747,308
+164% +$16M
GSK icon
10
GSK
GSK
$79.9B
$17.6M 2.7%
501,643
+1,643
+0.3% +$57.7K
BNR
11
Burning Rock Biotech
BNR
$93.6M
$16.6M 2.55%
7,391,581
+687,718
+10% +$1.55M
APLS icon
12
Apellis Pharmaceuticals
APLS
$3.48B
$15.5M 2.38%
+300,000
New +$15.5M
AMRN
13
Amarin Corp
AMRN
$311M
$11.7M 1.79%
9,642,240
+2,922,092
+43% +$3.54M
LQDA icon
14
Liquidia Corp
LQDA
$2.38B
$11.2M 1.71%
1,752,841
+60,439
+4% +$385K
COGT icon
15
Cogent Biosciences
COGT
$1.69B
$9.18M 1.41%
794,049
-191,106
-19% -$2.21M
TVTX icon
16
Travere Therapeutics
TVTX
$1.56B
$8.79M 1.35%
418,099
+1,370
+0.3% +$28.8K
WVE icon
17
Wave Life Sciences
WVE
$1.53B
$8.67M 1.33%
1,238,182
-159,297
-11% -$1.12M
MRTX
18
DELISTED
Mirati Therapeutics, Inc. Common Stock
MRTX
$8.66M 1.33%
+191,158
New +$8.66M
PTGX icon
19
Protagonist Therapeutics
PTGX
$3.67B
$5.68M 0.87%
520,922
+1,710
+0.3% +$18.7K
OLMA icon
20
Olema Pharmaceuticals
OLMA
$375M
$4.96M 0.76%
2,025,234
+625,601
+45% +$1.53M
MCRB icon
21
Seres Therapeutics
MCRB
$166M
$4.35M 0.67%
776,662
+3,842
+0.5% +$21.5K
GOSS icon
22
Gossamer Bio
GOSS
$562M
$3.84M 0.59%
1,771,545
+1,385,196
+359% +$3.01M
STRO icon
23
Sutro Biopharma
STRO
$72.7M
$3.27M 0.5%
+404,544
New +$3.27M
ALLO icon
24
Allogene Therapeutics
ALLO
$251M
$2.49M 0.38%
+396,378
New +$2.49M
PBYI icon
25
Puma Biotechnology
PBYI
$254M
$2.38M 0.36%
561,609
+1,840
+0.3% +$7.78K
1
2