13FBOX
Kynam Capital Management, LP · 13F 持仓分析
期权收益计算器 机构排行

Kynam Capital Management, LP

No.1873 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$18.09亿
环比变动 Q1 2026
+$1.88亿+11.6%
持仓股票数
32
新买入
5
加仓
11
减仓
7
清仓
10
持股不变
9
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
CCELLDEX THERAPEUTICS NEWCLDX
10.95%11.43%$1.98亿532.3万股$1.85亿584.1万股-51.8万股-8.86%减仓
SYNDAX PHARMACEUTICALSSNDX
9.73%11.6%$1.76亿805.1万股$1.88亿805.1万股00.00%持仓不变
VAXCYTEPCVX
9.39%10.48%$1.70亿292.2万股$1.70亿292.2万股00.00%持仓不变
COGENT BIOSCIENCESCOGT
7.84%9.59%$1.42亿366.7万股$1.55亿403.7万股-37.0万股-9.17%减仓
VVERA THERAPEUTICSVERA
6.85%8.43%$1.24亿289.0万股$1.37亿339.8万股-50.8万股-14.95%减仓
VVIRIDIAN THERAPEUTICSVRDN
6.55%2.83%$1.19亿645.4万股$4,580.3万234.2万股+411.2万股+175.61%加仓
TTRAVERE THERAPEUTICSTVTX
6.28%4.44%$1.14亿200.0万股$7,201.5万242.4万股-42.4万股-17.49%减仓
BBEAM THERAPEUTICSBEAM
5.39%5.41%$9,749.6万284.1万股$8,774.6万368.2万股-84.1万股-22.85%减仓
UUROGEN PHARMAURGN
4.95%2.49%$8,957.9万243.4万股$4,040.8万224.7万股+18.7万股+8.31%加仓
LLEGEND BIOTECHLEGN
4.79%1.76%$8,667.5万300.1万股$2,851.5万157.6万股+142.5万股+90.40%加仓
CYTOMX THERAPEUTICSCTMX
4.5%4.35%$8,138.7万2,170.3万股$7,056.2万1,501.3万股+669.0万股+44.56%加仓
RELAY THERAPEUTICSRLAY
3.41%0.87%$6,174.3万330.0万股$1,417.1万142.4万股+187.6万股+131.70%加仓
CCULLINAN THERAPEUTICSCGEM
3.13%2.73%$5,670.8万311.4万股$4,425.2万311.4万股00.00%持仓不变
MMBX BIOSCIENCESMBX
2.85%1.72%$5,160.1万93.5万股$2,790.4万93.5万股00.00%持仓不变
IIMMUNOCOREIMCR
2.41%1.65%$4,365.6万137.5万股$2,668.1万88.5万股+49.0万股+55.38%加仓
NURIX THERAPEUTICSNRIX
1.6%1.14%$2,898.5万119.5万股$1,851.9万119.5万股00.00%持仓不变
SSUTRO BIOPHARMASTRO
1.6%1.34%$2,896.9万87.3万股$2,173.5万87.3万股00.00%持仓不变
BIOCRYST PHARMACEUTICALSBCRX
1.39%3.34%$2,522.7万252.3万股$5,408.1万568.1万股-315.8万股-55.59%减仓
PHARVARISPHVS
1.26%1.12%$2,288.5万66.2万股$1,809.1万64.0万股+2.1万股+3.34%加仓
SSUMMIT THERAPEUTICS COMSMMT
0.97%$1,748.4万120.0万股$00股+120.0万股新买入
PPRELUDE THERAPEUTICS INC COMPRLD
0.71%0.34%$1,287.2万241.5万股$544.7万159.3万股+82.3万股+51.65%加仓
InsmedINSM
0.59%$1,066.2万10.0万股$00股+10.0万股新买入
BBURNING ROCK BIOTECH LTDBNR
0.58%1.22%$1,051.8万123.9万股$1,979.1万122.8万股+1.1万股+0.90%加仓
GGERONGERN
0.48%0.63%$875.0万683.6万股$1,018.6万683.6万股00.00%持仓不变
AAMARIN CORP PLCAMRN
0.47%0.42%$849.6万53.3万股$683.1万47.2万股+6.1万股+12.83%加仓
AALECTOR INC COMALEC
0.42%0.27%$765.5万380.8万股$430.0万200.0万股+180.8万股+90.42%加仓
PPARABILIS MEDICINES INCPBLS
0.38%$684.3万25.0万股$00股+25.0万股新买入
CCARIBOU BIOSCIENCES INC COMCRBU
0.24%0.29%$440.6万250.3万股$475.6万250.3万股00.00%持仓不变
PPROQR THRAPEUTICS
0.16%0.16%$291.3万156.6万股$253.7万156.6万股00.00%持仓不变
CCANDEL THERAPEUTICS INC COMCADL
0.06%0.06%$99.6万9.7万股$98.0万20.0万股-10.3万股-51.63%减仓
EENGENE THERAPEUTICS INCENGN
0.04%$79.2万45.8万股$00股+45.8万股新买入
TTRAWS PHARMA INCTRAW
<0.01%$7.1万8.4万股$00股+8.4万股新买入

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