Kynam Capital Management, LP
PRINCETON NJ · SEC CIK 0001907884
$18.09亿2026Q2 申报市值
32持仓数
72.7%前十大占比 · 第一大 10.9%
5 / 12新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
VRDN 加仓+$7,554.16万
LEGN 加仓+$4,115.14万
RLAY 加仓+$3,509.51万
CTMX 加仓+$2,508.75万
TVTX 加仓+$2,448.41万
2026Q2 卖出最多 按季末市值估算
KALVISTA PHARMAC 清仓-$3,665.58万
APELLIS PHARMACE 清仓-$3,318.97万
BCRX 减仓-$3,158.14万
BEAM 减仓-$2,887.66万
VERA 减仓-$2,180.54万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| CLDX | CELLDEX THERAPEUTICS INC NEW | $1.98亿 | 10.95% | 5,322,908 | -517,659 | -8.9% | -$1,926.21万 | 减仓 |
| SNDX | SYNDAX PHARMACEUTICALS INC | $1.76亿 | 9.73% | 8,050,959 | 0 | 0.0% | — | 不变 |
| PCVX | VAXCYTE INC | $1.70亿 | 9.39% | 2,922,335 | 0 | 0.0% | — | 不变 |
| COGT | COGENT BIOSCIENCES INC | $1.42亿 | 7.84% | 3,667,097 | -370,234 | -9.2% | -$1,432.81万 | 减仓 |
| VERA | VERA THERAPEUTICS INC | $1.24亿 | 6.85% | 2,890,059 | -508,165 | -15.0% | -$2,180.54万 | 减仓 |
| VRDN | VIRIDIAN THERAPEUTICS INC | $1.19亿 | 6.55% | 6,453,877 | 4,112,225 | 175.6% | $7,554.16万 | 加仓 |
| TVTX | TRAVERE THERAPEUTICS INC | $1.14亿 | 6.28% | 2,000,000 | 430,982 | 27.5% | $2,448.41万 | 加仓 |
| BEAM | BEAM THERAPEUTICS INC | $9,749.60万 | 5.39% | 2,840,792 | -841,393 | -22.9% | -$2,887.66万 | 减仓 |
| URGN | UROGEN PHARMA LTD | $8,957.88万 | 4.95% | 2,434,207 | 186,814 | 8.3% | $687.48万 | 加仓 |
| LEGN | LEGEND BIOTECH CORP | $8,667.48万 | 4.79% | 3,001,205 | 1,424,910 | 90.4% | $4,115.14万 | 加仓 |
| CTMX | CYTOMX THERAPEUTICS INC. | $8,138.66万 | 4.50% | 21,703,093 | 6,690,000 | 44.6% | $2,508.75万 | 加仓 |
| RLAY | RELAY THERAPEUTICS INC | $6,174.30万 | 3.41% | 3,300,000 | 1,875,741 | 131.7% | $3,509.51万 | 加仓 |
| CGEM | CULLINAN THERAPEUTICS INC | $5,670.83万 | 3.13% | 3,114,132 | 0 | 0.0% | — | 不变 |
| MBX | MBX BIOSCIENCES INC | $5,160.09万 | 2.85% | 934,799 | 0 | 0.0% | — | 不变 |
| IMCR | IMMUNOCORE HLDGS PLC | $4,365.62万 | 2.41% | 1,375,000 | 490,063 | 55.4% | $1,555.95万 | 加仓 |
| NRIX | NURIX THERAPEUTICS INC | $2,898.48万 | 1.60% | 1,194,757 | 0 | 0.0% | — | 不变 |
| STRO | SUTRO BIOPHARMA INC | $2,896.89万 | 1.60% | 872,558 | 0 | 0.0% | — | 不变 |
| BCRX | BIOCRYST PHARMACEUTICALS INC | $2,522.66万 | 1.39% | 2,522,660 | -3,158,135 | -55.6% | -$3,158.14万 | 减仓 |
| PHVS | PHARVARIS N V | $2,288.49万 | 1.26% | 661,795 | 21,400 | 3.3% | $74.00万 | 加仓 |
| SMMT | SUMMIT THERAPEUTICS INC | $1,748.40万 | 0.97% | 1,200,000 | 1,200,000 | — | $1,748.40万 | 新建仓 |
| PRLD | PRELUDE THERAPEUTICS INC | $1,287.24万 | 0.71% | 2,415,087 | 822,536 | 51.6% | $438.41万 | 加仓 |
| INSM | INSMED INC | $1,066.20万 | 0.59% | 100,000 | 100,000 | — | $1,066.20万 | 新建仓 |
| — | BURNING ROCK BIOTECH LTD | $1,051.77万 | 0.58% | 1,238,563 | 11,008 | 0.9% | $9.35万 | 加仓 |
| GERN | GERON CORP | $875.05万 | 0.48% | 6,836,318 | 0 | 0.0% | — | 不变 |
| — | AMARIN CORP PLC | $849.57万 | 0.47% | 532,982 | 60,600 | 12.8% | $96.60万 | 加仓 |
| ALEC | ALECTOR INC | $765.51万 | 0.42% | 3,808,494 | 1,808,494 | 90.4% | $363.51万 | 加仓 |
| PBLS | PARABILIS MEDICINES INC | $684.25万 | 0.38% | 250,000 | 250,000 | — | $684.25万 | 新建仓 |
| — | CARIBOU BIOSCIENCES INC | $440.58万 | 0.24% | 2,503,302 | 0 | 0.0% | — | 不变 |
| — | PROQR THRAPEUTICS N V | $291.33万 | 0.16% | 1,566,317 | 0 | 0.0% | — | 不变 |
| CADL | CANDEL THERAPEUTICS INC | $99.64万 | 0.06% | 96,741 | -103,259 | -51.6% | -$106.36万 | 减仓 |
| — | ENGENE THERAPEUTICS INC | $79.21万 | 0.04% | 457,855 | 457,855 | — | $79.21万 | 新建仓 |
| — | TRAWS PHARMA INC | $7.12万 | 0.00% | 84,400 | 84,400 | — | $7.12万 | 新建仓 |
| — | KALVISTA PHARMACEUTICALS INC | $0 | 0.00% | 0 | -1,820,954 | -100.0% | -$3,665.58万 | 清仓 |
| — | APELLIS PHARMACEUTICALS INC | $0 | 0.00% | 0 | -825,000 | -100.0% | -$3,318.97万 | 清仓 |
| TVTX | TRAVERE THERAPEUTICS INC 看涨期权 | $0 | 0.00% | 0 | -800,000 | -100.0% | -$2,376.80万 | 清仓 |
| RVMD | REVOLUTION MEDICINES INC 看跌期权 | $0 | 0.00% | 0 | -207,500 | -100.0% | -$2,017.94万 | 清仓 |
| — | SOLENO THERAPEUTICS INC | $0 | 0.00% | 0 | -560,000 | -100.0% | -$1,874.88万 | 清仓 |
| EVMN | EVOMMUNE INC | $0 | 0.00% | 0 | -625,496 | -100.0% | -$1,438.02万 | 清仓 |
| — | ENGENE HOLDINGS INC | $0 | 0.00% | 0 | -1,356,843 | -100.0% | -$924.01万 | 清仓 |
| DSGN | DESIGN THERAPEUTICS INC | $0 | 0.00% | 0 | -784,606 | -100.0% | -$834.82万 | 清仓 |
| WVE | WAVE LIFE SCIENCES LTD | $0 | 0.00% | 0 | -965,193 | -100.0% | -$699.76万 | 清仓 |
| CLYM | CLIMB BIO INC | $0 | 0.00% | 0 | -1,003,341 | -100.0% | -$687.29万 | 清仓 |
| BHVN | BIOHAVEN LTD | $0 | 0.00% | 0 | -702,884 | -100.0% | -$594.64万 | 清仓 |
| TVTX | TRAVERE THERAPEUTICS INC 看跌期权 | $0 | 0.00% | 0 | -54,900 | -100.0% | -$163.11万 | 清仓 |