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Kynam Capital Management, LP
Hedge Fund • Long/Short
Kynam Capital Management, LP is a Long/Short Hedge Fund led by Jared Joseph Keller, reporting $2.6B in AUM as of Q3 2025 with 93% Healthcare concentration and 73% concentrated in top 10 holdings.
COOJared Joseph Keller
- Portfolio Value
- $1.3B
- Positions
- 35
- Top Holding
- CLDX at 11.75%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Kynam Capital Management, LP's portfolio (72.6% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Biotechnology Healthcare | $157.8M | 11.75% | — | 9.19% 6.1M shares | |
Biotechnology Healthcare | $131.1M | 9.76% | — | 9.89% 8.5M shares | |
Biotechnology Healthcare | $117.0M | 8.71% | +$17.5M Bought | 6.31% 4.0M shares | |
Biotechnology Healthcare | $113.2M | 8.43% | -$8.7M Sold | 5.65% 7.9M shares | |
Biotechnology Healthcare | $110.6M | 8.24% | — | 2.37% 3.1M shares | |
Biotechnology Healthcare | $95.6M | 7.11% | — | 5.42% 4.4M shares | |
Biotechnology Healthcare | $80.8M | 6.01% | -$18.2M Sold | 2.63% 2.0M shares | |
Biotechnology Healthcare | $71.3M | 5.31% | +$7.0M Bought | 4.47% 9.4M shares | |
Biotechnology Healthcare | $61.1M | 4.55% | +$2.4M Bought | 2.49% 2.5M shares | |
Unknown Unknown | $36.7M | 2.73% | +$1.2M Bought | — 1.0M shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Kynam Capital Management, LP's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
+84.78% | |
+69.26% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
-56.99% | |
-38.36% | |
-18.41% | |
-7.14% |
Analytics
Portfolio insights and performance metrics for Kynam Capital Management, LP
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