SEC 13F Intelligence

Managers / Q1 2026

Kynam Capital Management, LP

CIK 0001907884 · 221 ELM ROAD, PRINCETON, NJ, 08540 · 212-659-3970

Reported Value
$1.6B
Q1 2026
Positions
39
Filings on Record
18
2019–present window
Filed
May 15, 2026
original filing

Summary

Kynam Capital Management, Lp reported $1.6B in U.S.-listed holdings across 39 positions for Q1 2026.

Its largest position, SNDX, represents 11.6% of the portfolio.

Compared with Q4 2025, the fund opened 5 new positions and exited 4.

Reported Value by Quarter

13F Reported Value
Q4 ’21: $187MQ4 ’21Q1 ’22: $308MQ2 ’22: $392MQ3 ’22: $475MQ3 ’22Q4 ’22: $651.9BQ1 ’23: $775MQ2 ’23: $727MQ2 ’23Q3 ’23: $611MQ4 ’23: $903MQ1 ’24: $955MQ1 ’24Q2 ’24: $1.3BQ3 ’24: $1.3BQ4 ’24: $1.7BQ4 ’24Q1 ’25: $1.2BQ2 ’25: $929MQ3 ’25: $1.3BQ3 ’25Q4 ’25: $1.6BQ1 ’26: $1.6Bfilingsflow.com

Portfolio Composition

By security type

Composition data arrives with ticker enrichment.

Quarter-over-Quarter Changes full breakdown →

Holdings — Q1 2026

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$1.6B39May 15, 202613F-HRchanges · EDGAR ↗
Q4 2025$1.6B37Feb 17, 202613F-HRchanges · EDGAR ↗
Q3 2025$1.3B35Nov 14, 202513F-HRchanges · EDGAR ↗
Q2 2025$929M31Aug 14, 202513F-HRchanges · EDGAR ↗
Q1 2025$1.2B32May 15, 202513F-HRchanges · EDGAR ↗
Q4 2024$1.7B30Feb 14, 202513F-HRchanges · EDGAR ↗
Q3 2024$1.3B25Nov 14, 202413F-HRchanges · EDGAR ↗
Q2 2024$1.3B26Aug 14, 202413F-HRchanges · EDGAR ↗
Q1 2024$955M23May 15, 202413F-HRchanges · EDGAR ↗
Q4 2023$903M24Feb 14, 202413F-HRchanges · EDGAR ↗
Q3 2023$611M30Nov 14, 202313F-HRchanges · EDGAR ↗
Q2 2023$727M26Aug 14, 202313F-HRchanges · EDGAR ↗
Q1 2023$775M35May 15, 202313F-HRchanges · EDGAR ↗
Q4 2022$651.9B31Feb 14, 202313F-HRchanges · EDGAR ↗
Q3 2022$475M37Nov 14, 202213F-HRchanges · EDGAR ↗
Q2 2022$392M34Aug 15, 202213F-HRchanges · EDGAR ↗
Q1 2022$308M33May 13, 202213F-HRchanges · EDGAR ↗
Q4 2021$187M32Feb 14, 202213F-HRchanges · 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 ↗.