13FPulse
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KY

KYMR KYMERA THERAPEUTICS INC

2026Q2 · CUSIP 501575104 · Sector: Healthcare & Biotech

Piling in

Net holder growth ranks near the top of the market

Funds that own it
271
Institutions that reported holding it to the SEC
Net increase in holders
+17
Last quarter 254 → now 271
How unusual is that
Top 20%
Stronger buying than 80% of US stocks
What the filings say, in one paragraph

271 funds held KYMR at the end of 2026Q2, up 17 from the quarter before. That is stronger buying than 80.4% of US stocks — among the most piled-into names this quarter. On the business itself, revenue over the last 12 months was $105M(YoY +134.8%), return on equity is -19.9%. KYMR has had 7 buying rushes in its history, and the price moved +28.1% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Healthcare & Biotech sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2020Q4: holders=74 2021Q1: holders=97 2021Q2: holders=109 2021Q3: holders=114 2021Q4: holders=127 2022Q1: holders=125 2022Q2: holders=99 2022Q3: holders=126 2022Q4: holders=121 2023Q1: holders=126 2023Q2: holders=129 2023Q3: holders=120 2023Q4: holders=136 2024Q1: holders=163 2024Q2: holders=157 2024Q3: holders=175 2024Q4: holders=180 2025Q1: holders=170 2025Q2: holders=210 2025Q3: holders=211 2025Q4: holders=254 2026Q1: holders=254 2026Q2: holders=271 -43 -21.5 +0 +21.5 +43 66176285 20Q421Q221Q422Q222Q423Q223Q424Q224Q425Q225Q426Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 7 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q2 Top 20% — —
2025Q4 Top 20% -6.8% —
2025Q2 Top 10% +48.9% +95.1%
2024Q3 Top 20% -13.2% -28.9%
2024Q1 Top 20% +27.5% +20.1%
2022Q3 Top 5% +15.3% +1.6%
2021Q1 Top 20% +24.2% +52.5%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
152
Change in large funds
+19
Total value they hold
$11.1B
Funds buying for the first time
49
Funds that sold out entirely
32
Price change that quarter
+49.4%
Funds holding puts (bearish)
8
Funds holding calls (bullish)
5

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
—
EPS (TTM)
$-3.25
EPS YoY
—
Revenue (TTM)
$0.1B
Revenue YoY
+134.8%
Net margin
-285.3%
ROE
-19.9%
Debt ratio
8.3%
FCF (TTM)
-$238M
Dividend (TTM)
No dividend
Quarterly Revenue & EPS
2021-09-30: EPS -0.56 2021-12-31: EPS -0.69 2022-03-31: EPS -0.71 2022-06-30: EPS -0.78 2022-09-30: EPS -0.79 2022-12-31: EPS -0.59 2023-03-31: EPS -0.70 2023-06-30: EPS -0.67 2023-09-30: EPS -0.90 2023-12-31: EPS -0.25 2024-03-31: EPS -0.69 2024-06-30: EPS -0.58 2024-09-30: EPS -0.82 2024-12-31: EPS -0.89 2025-03-31: EPS -0.82 2025-06-30: EPS -0.95 2025-09-30: EPS -0.94 2025-12-31: EPS -0.98 2026-03-31: EPS -0.71 2026-06-30: EPS -0.62 0M 33M 65M $M -1.08 -0.54 0.00 2019202020212022202320242025202606/26 Revenue EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

Quarterly free cash flow
-89M20M129M 20192020202120222023202420252026
Latest quarter $-89M (2026-03-31)

FCF = operating cash flow − capex, computed from SEC XBRL; banks/insurers have no standard cash-flow structure and are hidden

As of 2026-06-30 · SEC filings (XBRL)

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.