Kynam Capital Management, LP

Portfolio Overview

Kynam Capital Management's 13F filing for the period ending September 30, 2025, reveals a concentrated, high-conviction investment strategy focused entirely on the healthcare sector. The firm saw substantial growth in assets under management (AUM), with the total portfolio value increasing by 28.6% from approximately $928.82 million to $1.19 billion. Despite the significant capital inflow or appreciation, the fund maintains a relatively compact portfolio of 27 holdings.

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