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Kynam Capital Management, LP
Kynam Capital Management, LP is an SEC-registered hedge fund based in Princeton, New Jersey, United States. Incorporated in Delaware, the firm specializes in healthcare and biotechnology investments and was founded in 2020. Kynam manages assets for institutional investors and high net-worth individuals, focusing on global healthcare markets. The firm is led by Yue Tang, who serves as the CCO and Managing Member. As of early 2025, it has approximately 3 employees.
Investment Strategy
Kynam Capital Management, LP employs a fundamental, research-driven approach with a focus on the global healthcare and biotechnology sectors. The firm invests primarily in publicly traded equities relating to pharmaceutical preparations, utilizing both long and short strategies. They seek to generate alpha through deep industry knowledge, robust scientific and financial analysis, and an opportunistic, sector-specific approach. The strategy may include concentrated positions in high-conviction opportunities and active risk management.
Latest 13F Filing Activity
Kynam Capital Management, LP filed their most recent 13F report on Jun 30, 2025 disclosing 30 equity positions with a total 13F market value of $929M. The fund increased holdings in Vera Therapeutics Inc., Amarin Corp. PLC, Biocryst Pharmaceuticals Inc. among other positions. Kynam Capital Management, LP reduced exposure to Natera Inc., Syndax Pharmaceuticals Inc., Vaxcyte Inc. among others.
Top Holdings
Equity Positions (30)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
C CLDX | CELLDEX THERAPEUTICS INC NEW | 13.37% | $124.1M | 6,100,729 | $27.64 | $20.35 | +$6.2M |
P PCVX | VAXCYTE INC | 10.75% | $99.9M | 3,071,588 | $60.98 | $32.51 | -$21.0M |
V VERA | VERA THERAPEUTICS INC | 8.69% | $80.7M | 3,426,887 | $19.36 | $23.56 | +$23.1M |
S SNDX | SYNDAX PHARMACEUTICALS INC | 8.59% | $79.8M | 8,520,000 | $18.19 | $9.37 | -$24.9M |
B BCRX | BIOCRYST PHARMACEUTICALS INC | 8.16% | $75.8M | 8,463,742 | $6.51 | $8.96 | +$8.9M |
Industry Allocation
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