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Kynam Capital Management, LP - Portfolio Stock Holdings

Kynam Capital Management, LP disclosed 38 stock positions in a recent SEC 13F filing. $1,569,714,366 of stock holdings were filed, with the largest holdings including SNDX, CLDX, and PCVX. This filing represented positions held on March 31, 2026, and was filed on May 15, 2026.

We estimate the fund has a total AUM of $2,405,442,793 and has 3 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from pooled investment vehicles.

Report Period:

March 31, 2026

No. of Stocks:

38

Est. Stock Holding Value:

$1,569,714,366

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Kynam Capital Management, LP

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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Portfolio Options Holdings - Kynam Capital Management, LP

Stock
Type
Holdings (Contracts)
Holdings (USD)
Change (Contracts)
Change (Value)

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Note: Options holding values may be affected by fund filing errors.