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Kynam Capital Management 13F Holdings (Q2 2026)
According to its SEC 13F filed on Aug 14, 2026, Kynam Capital Management reported 32 long positions worth $1.81B as of Jun 30, 2026. CLDX is 10.9% of the portfolio and the top 10 holdings are 73%. Against Q1 2026 it opened 4 new positions, added to 12, trimmed 7 and exited 11. 11 holdings have a dated FDA decision or data readout in the next 90 days, and 14 more expect one in a stated window such as "H2 2026".
Holdings
Every position in the 13F, with the change since the fund's previous filing, how many of the 45 specialist funds also own it, and its next FDA catalyst. Option positions are labelled CALL or PUT.
| Stock | Company Name | Shares Held | Market Value | % of Portfolio | QoQ Change | Position Change | Also Held By | Stage | Next Catalyst |
|---|---|---|---|---|---|---|---|---|---|
 MBX | MBX BIOSCIENCES INC | 934.80 K | 51.60 M | 2.9 | Unchanged | Clinical | Expected 2026 Phase 2a data readout | ||
 NRIX | NURIX THERAPEUTICS INC | 1.19 M | 28.98 M | 1.6 | Unchanged | Clinical | None in 90 days | ||
 URGN | UROGEN PHARMA LTD | 2.43 M | 89.58 M | 5 | Added +8% | Commercial | Expected 2H 2026 NDA Submission | ||
 RLAY | RELAY THERAPEUTICS INC | 3.30 M | 61.74 M | 3.4 | Added +132% | Clinical | None in 90 days | ||
 TVTX | TRAVERE THERAPEUTICS INC | 2.00 M | 113.62 M | 6.3 | Added +27% | Commercial | Oct 22, 2026 Pre-clinical data presentation | ||
 PBLS | PARABILIS MEDICINES INC | 250.00 K | 6.84 M | 0.4 | New | — | Oct 23, 2026 Phase 1/2 data readout |
Top 20 Holdings
Size = share of the portfolio. Option positions show CALL or PUT.
Who else owns these stocks?
All Stock Holdings ranks every biotech stock by how many of the 45 specialist funds own it, and whether that number rose or fell this quarter. Click "of 45 funds" on any row above, or open the full view.
Questions about Kynam Capital Management's 13F
What does Kynam Capital Management own?
32 stocks worth $1.81B at Jun 30, 2026, as reported in its 13F, led by CLDX (10.9% of the portfolio). The full list is in the Holdings table above.
What did it buy and sell last quarter?
Against Q1 2026: 4 new positions, 12 increases, 7 reductions and 11 full exits, from its 13F filings.
How current is this data?
13F filings are due 45 days after each quarter ends, so they show positions at quarter end, not today. The next filing (Q3 2026) is due Nov 16, 2026.
Why are some positions labelled CALL or PUT?
Those are option positions (calls and puts). The 13F reports them as the shares underlying the option, with no strike or expiry, so they are listed apart from share positions.
Source: SEC EDGAR Form 13F-HR filed by Kynam Capital Management, LP, accession 0001907884-26-000012, filed Aug 14, 2026. Values as filed; option positions are shown at the value of the underlying shares and labelled CALL or PUT.