Kynam Capital Management, LP 13F 持仓 · 2026年Q2
Kynam Capital Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 32 只证券，申报市值合计 18.09 亿美元。前几大持仓：CLDX（10.95%）、SNDX（9.73%）、PCVX（9.39%）。本季前 25 大持仓中：新建仓 2 只、增持 10 只、减持 6 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | CLDX | CELLDEX THERAPEUTICS INC NEW | $198.1M | 10.95% | 5.3M | 减持 |
| 2 | SNDX | SYNDAX PHARMACEUTICALS INC | $176.0M | 9.73% | 8.1M | 持平 |
| 3 | PCVX | VAXCYTE INC | $169.9M | 9.39% | 2.9M | 持平 |
| 4 | COGT | COGENT BIOSCIENCES INC | $141.9M | 7.84% | 3.7M | 减持 |
| 5 | VERA | VERA THERAPEUTICS INC | $124.0M | 6.85% | 2.9M | 减持 |
| 6 | VRDN | VIRIDIAN THERAPEUTICS INC | $118.6M | 6.55% | 6.5M | 增持 |
| 7 | TVTX | TRAVERE THERAPEUTICS INC | $113.6M | 6.28% | 2.0M | 减持 |
| 8 | BEAM | BEAM THERAPEUTICS INC | $97.5M | 5.39% | 2.8M | 减持 |
| 9 | URGN | UROGEN PHARMA LTD | $89.6M | 4.95% | 2.4M | 增持 |
| 10 | LEGN | LEGEND BIOTECH CORP | $86.7M | 4.79% | 3.0M | 增持 |
| 11 | CTMX | CYTOMX THERAPEUTICS INC. | $81.4M | 4.50% | 21.7M | 增持 |
| 12 | RLAY | RELAY THERAPEUTICS INC | $61.7M | 3.41% | 3.3M | 增持 |
| 13 | CGEM | CULLINAN THERAPEUTICS INC | $56.7M | 3.13% | 3.1M | 持平 |
| 14 | MBX | MBX BIOSCIENCES INC | $51.6M | 2.85% | 934,799 | 持平 |
| 15 | IMCR | IMMUNOCORE HLDGS PLC | $43.7M | 2.41% | 1.4M | 增持 |
| 16 | NRIX | NURIX THERAPEUTICS INC | $29.0M | 1.60% | 1.2M | 持平 |
| 17 | STRO | SUTRO BIOPHARMA INC | $29.0M | 1.60% | 872,558 | 持平 |
| 18 | BCRX | BIOCRYST PHARMACEUTICALS INC | $25.2M | 1.39% | 2.5M | 减持 |
| 19 | PHVS | PHARVARIS N V | $22.9M | 1.26% | 661,795 | 增持 |
| 20 | SMMT | SUMMIT THERAPEUTICS INC | $17.5M | 0.97% | 1.2M | 新建仓 |
| 21 | PRLD | PRELUDE THERAPEUTICS INC | $12.9M | 0.71% | 2.4M | 增持 |
| 22 | INSM | INSMED INC | $10.7M | 0.59% | 100,000 | 新建仓 |
| 23 | BNR | BURNING ROCK BIOTECH LTD | $10.5M | 0.58% | 1.2M | 增持 |
| 24 | GERN | GERON CORP | $8.8M | 0.48% | 6.8M | 持平 |
| 25 | AMRN | AMARIN CORP PLC | $8.5M | 0.47% | 532,982 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR