Kynam Capital Management, LP - Q42025 Holdings

Kynam Capital Management, LP holds 36 stocks with a total portfolio value of $ 1.57B as of Q42025. In Q42025, Kynam Capital Management, LP added 5 new positions, increased stakes in 5 stocks, reduced 23 holdings, and fully exited 4 positions. The largest holding is Cogent Biosciences Inc (COGT), representing 13.99% of the total portfolio.