Kynam Capital Management, LP
13F filer · CIK 1907884 · Princeton, NJ
Summary
Kynam Capital Management, LP reported $1.81B across 32 positions in its 13F for 2026 Q2, filed Aug 14, 2026. The largest holdings are CLDX (10.9%), SNDX (9.7%), PCVX (9.4%). Versus 2026 Q1, leaving options aside, it opened 5 new positions, added to 12, trimmed 6 and sold out of 9.
Reported value$1.81B
Positions32
Report period2026 Q2
FiledAug 14, 2026
New positions5
Added12
Trimmed6
Sold out9
Top 25 holdings
By reported value, options listed separately · change vs 2026 Q1
Weight 10.9%Value $198.07MPrice $31.64Shares 5.32M -8.86%Since Jun 30 -14.97%
Weight 9.7%Value $175.99MPrice $18.24Shares 8.05MSince Jun 30 -16.58%
Weight 9.4%Value $169.88MPrice $56.69Shares 2.92MSince Jun 30 -2.48%
Weight 7.8%Value $141.92MPrice $31.66Shares 3.67M -9.17%Since Jun 30 -18.19%
Weight 6.9%Value $124.01MPrice $32.38Shares 2.89M -14.95%Since Jun 30 -24.55%
Weight 6.6%Value $118.56MPrice $20.00Shares 6.45M +175.61%Since Jun 30 +8.85%
Weight 6.3%Value $113.62MPrice $59.99Shares 2.00M +27.47%Since Jun 30 +5.60%
Weight 5.4%Value $97.50MPrice $24.52Shares 2.84M -22.85%Since Jun 30 -28.55%
Weight 5.0%Value $89.58MPrice $40.45Shares 2.43M +8.31%Since Jun 30 +9.92%
Weight 4.8%Value $86.67MPrice $18.82Shares 3.00M +90.40%Since Jun 30 -34.83%
Weight 4.5%Value $81.39MPrice $2.75Shares 21.70M +44.56%Since Jun 30 -26.67%
Weight 3.4%Value $61.74MPrice $18.36Shares 3.30M +131.70%Since Jun 30 -1.87%
Weight 3.1%Value $56.71MPrice $15.23Shares 3.11MSince Jun 30 -16.36%
Weight 2.9%Value $51.60MPrice $57.75Shares 935KSince Jun 30 +4.62%
Weight 2.4%Value $43.66MPrice $30.85Shares 1.38M +55.38%Since Jun 30 -2.83%
Weight 1.6%Value $28.98MPrice $23.67Shares 1.19MSince Jun 30 -2.41%
Weight 1.6%Value $28.97MPrice $16.10Shares 873KSince Jun 30 -51.51%
Weight 1.4%Value $25.23MPrice $8.27Shares 2.52M -55.59%Since Jun 30 -17.30%
Weight 1.3%Value $22.88MPrice $31.73Shares 662K +3.34%Since Jun 30 -8.24%
Weight 1.0%Value $17.48MPrice $16.39Shares 1.20MSince Jun 30 +12.49%
Weight 0.7%Value $12.87MPrice $3.96Shares 2.42M +51.65%Since Jun 30 -25.70%
Weight 0.6%Value $10.66MPrice $115.63Shares 100KSince Jun 30 +8.45%
Weight 0.6%Value $10.52MPrice $18.94Shares 1.24M +0.90%Since Jun 30 +123.04%
Weight 0.5%Value $8.75MPrice $1.24Shares 6.84MSince Jun 30 -3.12%
Weight 0.5%Value $8.50MPrice $13.14Shares 533K +12.83%Since Jun 30 -17.57%
| Stock | Weight | Value | Since Jun 30 | Shares change | Action |
|---|---|---|---|---|---|
| 10.9% | $198.07M | -14.97% | -8.86% | Trim | |
| 9.7% | $175.99M | -16.58% | — | Hold | |
| 9.4% | $169.88M | -2.48% | — | Hold | |
| 7.8% | $141.92M | -18.19% | -9.17% | Trim | |
| 6.9% | $124.01M | -24.55% | -14.95% | Trim | |
| 6.6% | $118.56M | +8.85% | +175.61% | Add | |
| 6.3% | $113.62M | +5.60% | +27.47% | Add | |
| 5.4% | $97.50M | -28.55% | -22.85% | Trim | |
| 5.0% | $89.58M | +9.92% | +8.31% | Add | |
| 4.8% | $86.67M | -34.83% | +90.40% | Add | |
| 4.5% | $81.39M | -26.67% | +44.56% | Add | |
| 3.4% | $61.74M | -1.87% | +131.70% | Add | |
| 3.1% | $56.71M | -16.36% | — | Hold | |
| 2.9% | $51.60M | +4.62% | — | Hold | |
| 2.4% | $43.66M | -2.83% | +55.38% | Add | |
| 1.6% | $28.98M | -2.41% | — | Hold | |
| 1.6% | $28.97M | -51.51% | — | Hold | |
| 1.4% | $25.23M | -17.30% | -55.59% | Trim | |
| 1.3% | $22.88M | -8.24% | +3.34% | Add | |
| 1.0% | $17.48M | +12.49% | — | New | |
| 0.7% | $12.87M | -25.70% | +51.65% | Add | |
| 0.6% | $10.66M | +8.45% | — | New | |
| 0.6% | $10.52M | +123.04% | +0.90% | Add | |
| 0.5% | $8.75M | -3.12% | — | Hold | |
| 0.5% | $8.50M | -17.57% | +12.83% | Add |
Weight is the share of the reported 13F value, including options at notional value. “Since Jun 30” compares the latest close with the quarter-end price implied by the filing (value ÷ shares).
Largest buys in 2026 Q2
Largest sells in 2026 Q2
Source: SEC Form 13F, values as reported by the filer. Filings lag up to 45 days after quarter end and cover only certain long positions. Research only, not investment advice.