Managers / Q3 2023 · view latest →
Kynam Capital Management, LP
CIK 0001907884 · 221 ELM ROAD, PRINCETON, NJ, 08540 · 212-659-3970
Reported Value
$611M
Q3 2023
Positions
30
Filings on Record
18
2019–present window
Filed
Nov 14, 2023
original filing
Summary
Kynam Capital Management, Lp reported $611M in U.S.-listed holdings across 30 positions for Q3 2023.
The portfolio is heavily concentrated: NTRA alone accounts for 21.7% of reported value.
Compared with Q2 2023, the fund opened 7 new positions and exited 5.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
- Common Stock · 89.4% · $547M
- Other · 8.5% · $52M
- ADR · 2.1% · $13M
Quarter-over-Quarter Changes full breakdown →
Holdings — Q3 2023
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $1.6B | 39 | May 15, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $1.6B | 37 | Feb 17, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $1.3B | 35 | Nov 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $929M | 31 | Aug 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $1.2B | 32 | May 15, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $1.7B | 30 | Feb 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $1.3B | 25 | Nov 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $1.3B | 26 | Aug 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $955M | 23 | May 15, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $903M | 24 | Feb 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $611M | 30 | Nov 14, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $727M | 26 | Aug 14, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $775M | 35 | May 15, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $651.9B | 31 | Feb 14, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $475M | 37 | Nov 14, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $392M | 34 | Aug 15, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $308M | 33 | May 13, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $187M | 32 | Feb 14, 2022 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.