Kynam Capital Management, LP PCVX — VAXCYTE INC

Ownership history in Kynam Capital Management, LP  ·  18 quarters on record

AI Ownership Summary

Kynam Capital Management, LP reported VAXCYTE INC (PCVX) in 18 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 11.31% in 2024 Q4. The latest visible filing shows PCVX at 10.48% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this PCVX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Kynam Capital Management, LP's position in VAXCYTE INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

PCVX was reported at 10.48% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
11.31% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

PCVX stock page Kynam Capital Management, LP fund profile Kynam Capital Management, LP full holdings
How Kynam Capital Management, LP held PCVX — position size vs. price
% of Fund (quarterly)    PCVX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 2,922,335 — 0% 10.48% $169.8M 2026-05-15 $52.39
2025 Q4 REDUCED — — — 2,922,335 -149,253 -4.9% 8.61% $134.8M 2026-02-17 $53.33
2025 Q3 UNCHANGED — — — 3,071,588 — 0% 8.24% $110.6M 2025-11-14 $48.69
2025 Q2 REDUCED — — — 3,071,588 -128,412 -4.0% 10.75% $99.9M 2025-08-14 $31.43
2025 Q1 ADDED — — — 3,200,000 +863,204 +36.9% 10.15% $120.8M 2025-05-15 $30.90
2024 Q4 ADDED — — — 2,336,796 +1,297,508 +124.8% 11.31% $191.3M 2025-02-14 $84.00
2024 Q3 ADDED — — — 1,039,288 +286,048 +38.0% 9.10% $118.8M 2024-11-14 $92.68
2024 Q2 ADDED — — — 753,240 +8,240 +1.1% 4.39% $56.9M 2024-08-14 $76.95
2024 Q1 REDUCED 25.7% +12.6% ❌ 745,000 -257,407 -25.7% 5.33% $50.9M 2024-05-15 $71.63
2023 Q4 REDUCED 23.0% +6.3% ❌ 1,002,407 -300,000 -23.0% 6.97% $63.0M 2024-02-14 $74.59
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding PCVX

As of 2026 Q1 — sorted by position size

Pivotal bioVenture Partners Investment Advisor LLC 3Y 28.51% University of Wisconsin Foundation 3Y 12.37% Trails Edge Capital Partners, LP 8.82% Saturn V Capital Management LP 3Y 8.68% Jones Hill Capital LP 8.03% Caligan Partners LP 3Y 7.97% RA CAPITAL MANAGEMENT, L.P. 3Y 7Y 7.07% Rosalind Advisors, Inc. 6.77% Paradigm Biocapital Advisors LP 3Y 5.69% Elmind Capital, LP 5.22%

FAQ About Kynam Capital Management, LP and PCVX

These are the practical questions this page is built to answer before you even open the full history table.

How long has Kynam Capital Management, LP reported owning PCVX?

Kynam Capital Management, LP reported PCVX across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported PCVX position in Kynam Capital Management, LP's portfolio?

The largest reported portfolio weight for PCVX was 11.31% in 2024 Q4.

What is the latest reported PCVX position on this page?

The most recent filing on this page is 2026 Q1, when Kynam Capital Management, LP reported 2,922,335 shares, equal to 10.48% of portfolio, with an estimated market value of $169.8M.

What does the chart on this PCVX ownership page compare?

The chart compares Kynam Capital Management, LP's quarterly PCVX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Kynam Capital Management, LP time their PCVX position?

Based on 13F filing dates vs. subsequent PCVX price moves, Kynam Capital Management, LP correctly timed 11 out of 16 reported position changes (69%). The annualised alpha on PCVX relative to SPY over the holding period was +9.7%.

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