Kingdon Capital Management, L.L.C.
Kingdon Capital Management, L.L.C. reported 74 holdings worth US$976M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Kingdon Capital Management, L.L.C. reported 74 holdings worth US$976M as of Jun 30, 2026. Largest: Syndax Pharmaceuticals, Inc., Nvidia Corporation and Warby Parker Inc. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 74
- Value as reported
- US$976M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Syndax Pharmaceuticals, Inc. | 2.5M | US$54.6M | 5.6% |
| Nvidia Corporation | 240K | US$48M | 4.9% |
| Warby Parker Inc. | 1.13M | US$34.2M | 3.5% |
| Api Group Corporation | 600K | US$25.4M | 2.6% |
| Keysight Technologies Inc. | 70,000 | US$24.5M | 2.5% |
| Nexgen Energy Ltd. | 2.5M | US$23.5M | 2.4% |
| Grail, Inc. | 340K | US$23.2M | 2.4% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 45,000 | US$21.5M | 2.2% |
| Everus Construction Group, Inc. | 125K | US$20.7M | 2.1% |
| Hims & Hers Health, Inc. | 543K | US$18.8M | 1.9% |
| Maplebear Inc. | 380K | US$18M | 1.8% |
| Fluence Energy, Inc. | 900K | US$17.9M | 1.8% |
| Illumina, Inc. | 97,800 | US$17.2M | 1.8% |
| Teledyne Technologies Incorporated | 25,000 | US$16.7M | 1.7% |
| Howmet Aerospace Inc. | 60,000 | US$16.1M | 1.7% |
| Olema Pharmaceuticals, Inc. | 1.2M | US$15M | 1.5% |
| Intuitive Surgical, Inc. | 37,100 | US$14.8M | 1.5% |
| Cognex Corporation | 200K | US$14.5M | 1.5% |
| Butterfly Network, Inc. | 1.7M | US$14.3M | 1.5% |
| Garrett Motion Inc. | 375K | US$13.6M | 1.4% |
| Cytokinetics, Incorporated | 157K | US$13.4M | 1.4% |
| Brookdale Senior Living Inc. | 800K | US$12.9M | 1.3% |
| Vse Corporation | 52,500 | US$12M | 1.2% |
| Quanta Services, Inc. | 16,000 | US$11.5M | 1.2% |
| Zevra Therapeutics, Inc. | 775K | US$11.1M | 1.1% |
| Ralliant Corporation | 150K | US$11M | 1.1% |
| Fedex Corporation | 35,000 | US$11M | 1.1% |
| Heico Corporation | 41,432 | US$10.7M | 1.1% |
| Itt Inc. | 50,000 | US$9.89M | 1.0% |
| The Realreal, Inc. | 813K | US$9.59M | 0.98% |
| Vicor Corporation | 25,000 | US$9.49M | 0.97% |
| Ge Aerospace | 25,000 | US$9.34M | 0.96% |
| American Healthcare Reit, Inc. | 175K | US$9.13M | 0.93% |
| Entegris, Inc. | 50,000 | US$8.99M | 0.92% |
| Crane Company | 40,000 | US$8.92M | 0.91% |
| Genesco Inc. | 244K | US$8.24M | 0.84% |
| Wolverine World Wide, Inc. | 485K | US$8.02M | 0.82% |
| Aar Corp. | 52,500 | US$7.5M | 0.77% |
| Darling Ingredients Inc. | 135K | US$7.37M | 0.76% |
| Delta Air Lines, Inc. | 77,000 | US$7.21M | 0.74% |
| Credo Technology Group Holding Ltd | 21,500 | US$5.85M | 0.60% |
| Lionsgate Studios Corp | 375K | US$5.74M | 0.59% |
| Welltower Inc. | 25,000 | US$5.67M | 0.58% |
| Aldeyra Therapeutics, Inc. | 2.65M | US$5.65M | 0.58% |
| F5, Inc. | 12,000 | US$4.99M | 0.51% |
| Inventiva Sa | 1.27M | US$4.8M | 0.49% |
| Eledon Pharmaceuticals, Inc. | 1.04M | US$4.09M | 0.42% |
| Compass, Inc. | 250K | US$3.08M | 0.32% |
| Compass Therapeutics, Inc. | 1.4M | US$3.07M | 0.31% |
| Niocorp Developments Ltd. | 450K | US$2.17M | 0.22% |
| Jasper Therapeutics, Inc. | 1.35M | US$569K | 0.06% |
| Envveno Medical Corporation | 36,166 | US$387K | 0.04% |
| Gxo Logistics, Inc. | 0 | US$0 | 0.00% |
| Itron, Inc. | 0 | US$0 | 0.00% |
| Lowe's Companies, Inc. | 0 | US$0 | 0.00% |
| Scynexis, Inc. | 0 | US$0 | 0.00% |
| Soleno Therapeutics, Inc. | 0 | US$0 | 0.00% |
| Tetra Tech, Inc. | 0 | US$0 | 0.00% |
| Waystar Holding Corp. | 0 | US$0 | 0.00% |
| Acadia Healthcare Company, Inc. | 0 | US$0 | 0.00% |
| Axon Enterprise, Inc. | 0 | US$0 | 0.00% |
| Collective Mining Ltd | 0 | US$0 | 0.00% |
| Forgent Power Solutions, Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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