KINGDON CAPITAL MANAGEMENT, L.L.C.
Q2 2026 13F filing
Updated 29 days ago74 disclosed positions worth $976.2M
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | E ETHA ISHARES TR | $83.3M | 130.0K | 8.53% | — |
| 2 | S SNDX SYNDAX PHARMACEUTICALS INC | $54.6M | 2.50M | 5.60% | Unchanged |
| 3 | N NVDA NVIDIA CORPORATION | $48M | 240.0K | 4.92% | Added(+20.0%) |
| 4 | W WRBY WARBY PARKER INC | $34.2M | 1.13M | 3.50% | Added(+6.9%) |
| 5 | A APG API GROUP CORP | $25.4M | 600.0K | 2.60% | Added(+33.3%) |
| 6 | K KEYS KEYSIGHT TECHNOLOGIES INC | $24.5M | 70.0K | 2.51% | Trimmed(-12.5%) |
| 7 | N NXE NEXGEN ENERGY LTD | $23.5M | 2.50M | 2.40% | Unchanged |
| 8 | E ETHA ISHARES INC | $23.2M | 115.0K | 2.38% | Trimmed(-4.2%) |
| 9 | G GRAL GRAIL INC | $23.2M | 340.0K | 2.38% | — |
| 10 | Q QQQ INVESCO QQQ TR | $22.1M | 30.0K | 2.26% | — |
| 11 | T TSMWF TAIWAN SEMICONDUCTOR MANUFAC | $21.5M | 45.0K | 2.20% | Unchanged |
| 12 | E ECG EVERUS CONSTR GROUP | $20.7M | 125.0K | 2.13% | Unchanged |
| 13 | H HIMS HIMS & HERS HEALTH INC | $18.8M | 542.5K | 1.93% | — |
| 14 | M MDY SPDR SERIES TRUST | $18.7M | 250.0K | 1.92% | — |
| 15 | C CART MAPLEBEAR INC | $18M | 380.0K | 1.84% | Trimmed(-19.1%) |
| 16 | F FLNC FLUENCE ENERGY INC | $17.9M | 900.0K | 1.83% | — |
| 17 | I ILMN ILLUMINA INC | $17.2M | 97.8K | 1.76% | — |
| 18 | T TDY TELEDYNE TECHNOLOGIES INC | $16.7M | 25.0K | 1.71% | Added(+42.9%) |
| 19 | H HWM HOWMET AEROSPACE INC | $16.1M | 60.0K | 1.65% | Trimmed(-14.3%) |
| 20 | E ETHA ISHARES TR | $15M | 50.0K | 1.54% | Trimmed(-50.0%) |
| 21 | O OLMA OLEMA PHARMACEUTICALS INC | $15M | 1.20M | 1.54% | Added(+40.4%) |
| 22 | I ISRG INTUITIVE SURGICAL INC | $14.8M | 37.1K | 1.51% | — |
| 23 | L LPG FLEX LTD | $14.6M | 90.0K | 1.49% | Trimmed(-48.6%) |
| 24 | C CGNX COGNEX CORP | $14.5M | 200.0K | 1.48% | Added(+8.1%) |
| 25 | B BFLY BUTTERFLY NETWORK INC | $14.3M | 1.70M | 1.47% | — |
| 26 | G GTX GARRETT MOTION INC | $13.6M | 375.0K | 1.39% | Trimmed(-46.4%) |
| 27 | C CYTK CYTOKINETICS INC | $13.4M | 157.1K | 1.37% | — |
| 28 | B BKD BROOKDALE SR LIVING INC | $12.9M | 800.0K | 1.32% | Trimmed(-5.9%) |
| 29 | V VSECU VSE CORP | $12M | 52.5K | 1.23% | Trimmed(-12.5%) |
| 30 | P PWR QUANTA SVCS INC | $11.5M | 16.0K | 1.18% | — |
| 31 | J JPM-PM ZEVRA THERAPEUTICS INC | $11.1M | 775.0K | 1.14% | Unchanged |
| 32 | R RAL RALLIANT CORP | $11M | 150.0K | 1.13% | Trimmed(-40.0%) |
| 33 | F FDX FEDEX CORP | $11M | 35.0K | 1.12% | — |
| 34 | H HEI-A HEICO CORP NEW | $10.7M | 30.0K | 1.09% | Trimmed(-25.0%) |
| 35 | ? N/A INVESCO EXCH TRADED FD TR II | $10.4M | 175.0K | 1.06% | — |
| 36 | ? N/A ROUNDHILL ETF TRUST | $10.3M | 140.0K | 1.06% | — |
| 37 | A AER AERCAP HOLDINGS NV | $10.2M | 70.0K | 1.05% | Trimmed(-22.2%) |
| 38 | ? N/A ITT INC | $9.9M | 50.0K | 1.01% | — |
| 39 | B BBAAY ALIBABA GROUP HLDG LTD | $9.6M | 100.0K | 0.98% | Added(+11.1%) |
| 40 | B BBAAY ALIBABA GROUP HLDG LTD | $9.6M | 100.0K | 0.98% | Added(+11.1%) |
| 41 | ? N/A THE REALREAL INC | $9.6M | 813.0K | 0.98% | Added(+103.3%) |
| 42 | V VICR VICOR CORP | $9.5M | 25.0K | 0.97% | Trimmed(-37.5%) |
| 43 | G GE GE AEROSPACE | $9.3M | 25.0K | 0.96% | Trimmed(-16.7%) |
| 44 | A AHR AMERICAN HEALTHCARE REIT INC | $9.1M | 175.0K | 0.93% | Trimmed(-41.7%) |
| 45 | E ENTG ENTEGRIS INC | $9M | 50.0K | 0.92% | — |
| 46 | C CR CRANE COMPANY | $8.9M | 40.0K | 0.91% | Trimmed(-33.3%) |
| 47 | G GCO GENESCO INC | $8.2M | 244.0K | 0.84% | Unchanged |
| 48 | D DNP D R HORTON INC | $8.1M | 50.0K | 0.83% | — |
| 49 | W WWW WOLVERINE WORLD WIDE INC | $8M | 485.0K | 0.82% | Added(+11.2%) |
| 50 | A AIR AAR CORP | $7.5M | 52.5K | 0.77% | Trimmed(-47.5%) |