Kynam Capital Management, LP Portfolio Holdings by Sector
Kynam Capital Management, LP
- $1.28 Billion
- Q2 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Biotechnology | Healthcare
VRTX CLDX SNDX COGT INSM PCVX VERA BCRX 19 stocks |
$867,303
67.52% of portfolio
|
16
|
2
|
2
|
- |
1
Calls
2
Puts
|
|
Diagnostics & Research | Healthcare
NTRA 1 stocks |
$218,140
16.98% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
ETFs | ETFs
SPY 1 stocks |
$108,844
8.47% of portfolio
|
1
|
- |
1
|
- |
0
Calls
1
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
DVAX IRWD 2 stocks |
$90,242
7.03% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|