Kynam Capital Management, LP
PRINCETON NJ · SEC CIK 0001907884
$16.21亿2026Q1 申报市值
39持仓数
70.3%前十大占比 · 第一大 11.6%
6 / 5新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
URGN 重新持有+$3,533.04万
TVTX 加仓+$3,122.92万
BEAM 加仓+$2,959.62万
LEGN 新建仓+$2,851.52万
CTMX 加仓+$2,842.10万
2026Q1 卖出最多 按季末市值估算
COGT 减仓-$8,190.26万
TYRA 清仓-$4,113.05万
CGON 清仓-$3,927.09万
BCRX 减仓-$3,508.82万
DYNAVAX TECHNOLO 清仓-$2,115.72万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| SNDX | SYNDAX PHARMACEUTICALS INC | $1.88亿 | 11.60% | 8,050,959 | 0 | 0.0% | — | 不变 |
| CLDX | CELLDEX THERAPEUTICS INC NEW | $1.85亿 | 11.43% | 5,840,567 | -102,613 | -1.7% | -$325.49万 | 减仓 |
| PCVX | VAXCYTE INC | $1.70亿 | 10.48% | 2,922,335 | 0 | 0.0% | — | 不变 |
| COGT | COGENT BIOSCIENCES INC | $1.55亿 | 9.59% | 4,037,331 | -2,127,892 | -34.5% | -$8,190.26万 | 减仓 |
| VERA | VERA THERAPEUTICS INC | $1.37亿 | 8.43% | 3,398,224 | -34,827 | -1.0% | -$140.11万 | 减仓 |
| BEAM | BEAM THERAPEUTICS INC | $8,774.65万 | 5.41% | 3,682,185 | 1,241,971 | 50.9% | $2,959.62万 | 加仓 |
| CTMX | CYTOMX THERAPEUTICS INC. | $7,056.15万 | 4.35% | 15,013,093 | 6,047,016 | 67.4% | $2,842.10万 | 加仓 |
| BCRX | BIOCRYST PHARMACEUTICALS INC | $5,408.12万 | 3.34% | 5,680,795 | -3,685,731 | -39.4% | -$3,508.82万 | 减仓 |
| TVTX | TRAVERE THERAPEUTICS INC | $4,661.55万 | 2.88% | 1,569,018 | 1,051,134 | 203.0% | $3,122.92万 | 加仓 |
| VRDN | VIRIDIAN THERAPEUTICS INC | $4,580.27万 | 2.83% | 2,341,652 | 871,111 | 59.2% | $1,703.89万 | 加仓 |
| CGEM | CULLINAN THERAPEUTICS INC | $4,425.18万 | 2.73% | 3,114,132 | 0 | 0.0% | — | 不变 |
| URGN | UROGEN PHARMA LTD | $4,040.81万 | 2.49% | 2,247,393 | 1,964,981 | 695.8% | $3,533.04万 | 重新持有 |
| — | KALVISTA PHARMACEUTICALS INC | $3,665.58万 | 2.26% | 1,820,954 | 10,000 | 0.6% | $20.13万 | 加仓 |
| — | APELLIS PHARMACEUTICALS INC | $3,318.97万 | 2.05% | 825,000 | -83,607 | -9.2% | -$336.35万 | 减仓 |
| LEGN | LEGEND BIOTECH CORP | $2,851.52万 | 1.76% | 1,576,295 | 1,576,295 | — | $2,851.52万 | 新建仓 |
| MBX | MBX BIOSCIENCES INC | $2,790.38万 | 1.72% | 934,799 | 0 | 0.0% | — | 不变 |
| IMCR | IMMUNOCORE HLDGS PLC | $2,668.09万 | 1.65% | 884,937 | 28,475 | 3.3% | $85.85万 | 加仓 |
| TVTX | TRAVERE THERAPEUTICS INC 看涨期权 | $2,376.80万 | 1.47% | 800,000 | 800,000 | — | $2,376.80万 | 新建仓 |
| STRO | SUTRO BIOPHARMA INC | $2,173.54万 | 1.34% | 872,558 | 392,968 | 81.9% | $978.88万 | 加仓 |
| RVMD | REVOLUTION MEDICINES INC 看跌期权 | $2,017.94万 | 1.24% | 207,500 | 207,500 | — | $2,017.94万 | 新建仓 |
| — | BURNING ROCK BIOTECH LTD | $1,979.05万 | 1.22% | 1,227,555 | 232,672 | 23.4% | $375.11万 | 加仓 |
| — | SOLENO THERAPEUTICS INC | $1,874.88万 | 1.16% | 560,000 | 560,000 | — | $1,874.88万 | 新建仓 |
| NRIX | NURIX THERAPEUTICS INC | $1,851.87万 | 1.14% | 1,194,757 | -775,600 | -39.4% | -$1,202.18万 | 减仓 |
| PHVS | PHARVARIS N V | $1,809.12万 | 1.12% | 640,395 | 0 | 0.0% | — | 不变 |
| EVMN | EVOMMUNE INC | $1,438.02万 | 0.89% | 625,496 | 440,014 | 237.2% | $1,011.59万 | 加仓 |
| RLAY | RELAY THERAPEUTICS INC | $1,417.14万 | 0.87% | 1,424,259 | 0 | 0.0% | — | 不变 |
| GERN | GERON CORP | $1,018.61万 | 0.63% | 6,836,318 | 3,380,000 | 97.8% | $503.62万 | 加仓 |
| — | ENGENE HOLDINGS INC | $924.01万 | 0.57% | 1,356,843 | -136,055 | -9.1% | -$92.65万 | 减仓 |
| DSGN | DESIGN THERAPEUTICS INC | $834.82万 | 0.51% | 784,606 | 0 | 0.0% | — | 不变 |
| WVE | WAVE LIFE SCIENCES LTD | $699.76万 | 0.43% | 965,193 | -1,203,912 | -55.5% | -$872.84万 | 减仓 |
| CLYM | CLIMB BIO INC | $687.29万 | 0.42% | 1,003,341 | -25,000 | -2.4% | -$17.13万 | 减仓 |
| — | AMARIN CORP PLC | $683.06万 | 0.42% | 472,382 | 83,109 | 21.3% | $120.18万 | 加仓 |
| BHVN | BIOHAVEN LTD | $594.64万 | 0.37% | 702,884 | 0 | 0.0% | — | 不变 |
| PRLD | PRELUDE THERAPEUTICS INC | $544.65万 | 0.34% | 1,592,551 | 803,684 | 101.9% | $274.86万 | 加仓 |
| — | CARIBOU BIOSCIENCES INC | $475.63万 | 0.29% | 2,503,302 | 0 | 0.0% | — | 不变 |
| ALEC | ALECTOR INC | $430.00万 | 0.27% | 2,000,000 | 0 | 0.0% | — | 不变 |
| — | PROQR THRAPEUTICS N V | $253.74万 | 0.16% | 1,566,317 | 0 | 0.0% | — | 不变 |
| TVTX | TRAVERE THERAPEUTICS INC 看跌期权 | $163.11万 | 0.10% | 54,900 | 54,900 | — | $163.11万 | 新建仓 |
| CADL | CANDEL THERAPEUTICS INC | $98.00万 | 0.06% | 200,000 | 200,000 | — | $98.00万 | 新建仓 |
| TYRA | TYRA BIOSCIENCES INC | $0 | 0.00% | 0 | -1,564,492 | -100.0% | -$4,113.05万 | 清仓 |
| CGON | CG ONCOLOGY INC | $0 | 0.00% | 0 | -945,830 | -100.0% | -$3,927.09万 | 清仓 |
| BEAM | BEAM THERAPEUTICS INC 看涨期权 | $0 | 0.00% | 0 | -937,000 | -100.0% | -$2,597.36万 | 清仓 |
| — | DYNAVAX TECHNOLOGIES CORP | $0 | 0.00% | 0 | -1,375,632 | -100.0% | -$2,115.72万 | 清仓 |
| OMER | OMEROS CORP 看跌期权 | $0 | 0.00% | 0 | -200,000 | -100.0% | -$343.60万 | 清仓 |