Kingdon Capital Management, L.L.C.

13F filer · CIK 0001000097

Reported Aug 14, 2026

Net buyer this quarter

13F portfolio value$976MU.S. long equity reported on 13F

Positions5618 new · 12 closed

Net flow last quarter+$36.2MBuys minus sells

Top 10 positions weight30.2%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 14, 202656 positions
SNDXSyndax Pharmaceuticals Inc	$54.7M	5.60%	2.80%	Not reported	Q4 2023
NVDANvidia Corp	$48M	4.92%	0.00%	+20.0%	Q1 2025
WRBYWarby Parker Inc.	$34.2M	3.50%	1.00%	+6.9%	Q3 2025
APGAPi Group Corp	$25.4M	2.60%	0.14%	+33.3%	Q2 2020
KEYSKeysight Technologies, Inc.	$24.5M	2.51%	0.04%	-12.5%	Q1 2018
NXENexGen Energy Ltd.	$23.5M	2.40%	0.38%	Not reported	Q4 2023
GRALGRAIL, Inc.	$23.2M	2.38%	0.76%	New	Q2 2026
TSMTaiwan Semiconductor Manufacturing Co Ltd	$21.5M	2.20%	0.00%	Not reported	Q2 2023
ECGEverus Construction Group, Inc.	$20.7M	2.13%	0.24%	Not reported	Q4 2024
HIMSHims & Hers Health, Inc.	$18.8M	1.93%	Not reported	Not reported	Q4 2025
CARTMaplebear Inc.	$18M	1.84%	0.16%	-19.2%	Q4 2024
FLNCFluence Energy, Inc.	$17.9M	1.83%	1.75%	Not reported	Q4 2021
ILMNIllumina, Inc.	$17.2M	1.76%	0.06%	Not reported	Q4 2025
TDYTeledyne Technologies Inc	$16.7M	1.71%	0.05%	+42.9%	Q3 2025
HWMHowmet Aerospace Inc.	$16.1M	1.65%	0.02%	-14.3%	Q3 2025
OLMAOlema Pharmaceuticals, Inc.	$15M	1.54%	1.37%	+40.4%	Q3 2023
ISRGIntuitive Surgical Inc	$14.8M	1.51%	0.01%	Not reported	Q1 2022
FLEXFlex Ltd.	$14.6M	1.49%	0.02%	-48.6%	Q4 2020
CGNXCognex Corp	$14.5M	1.48%	0.12%	+8.1%	Q1 2026
BFLYButterfly Network, Inc.	$14.3M	1.47%	Not reported	New	Q2 2026
GTXGarrett Motion Inc.	$13.6M	1.39%	0.20%	-46.4%	Q2 2023
CYTKCytokinetics Inc	$13.4M	1.37%	0.13%	Not reported	Q1 2024
BKDBrookdale Senior Living Inc.	$12.9M	1.32%	0.34%	-5.9%	Q1 2026
VSECVse Corp	$12M	1.23%	0.19%	-12.5%	Q1 2026
PWRQuanta Services, Inc.	$11.5M	1.18%	0.01%	Not reported	Q4 2022
ZVRAZevra Therapeutics, Inc.	$11.1M	1.14%	1.31%	Not reported	Q2 2025
RALRalliant Corp	$11M	1.13%	0.13%	-40.0%	Q3 2025
FDXFedex Corp	$11M	1.12%	0.01%	New	Q2 2026
HEIHeico Corp	$10.7M	1.09%	0.05%	-25.0%	Q1 2023
AERAerCap Holdings N.V.	$10.2M	1.05%	0.04%	-22.2%	Q1 2014
ITTItt Inc.	$9.89M	1.01%	0.06%	New	Q2 2026
BABAAlibaba Group Holding Ltd	$9.6M	0.98%	0.01%	+11.1%	Q1 2017
REALTheRealReal, Inc.	$9.59M	0.98%	0.67%	+103.3%	Q1 2026
VICRVicor Corp	$9.49M	0.97%	0.21%	+25.0%	Q1 2026
GEGeneral Electric Co	$9.34M	0.96%	0.00%	Not reported	Q1 2024
AHRAmerican Healthcare REIT, Inc.	$9.13M	0.93%	0.09%	-41.7%	Q4 2025
ENTGEntegris Inc	$8.99M	0.92%	0.03%	New	Q2 2026
CRCrane Co	$8.92M	0.91%	0.07%	-33.3%	Q1 2026
GCOGenesco Inc	$8.24M	0.84%	2.20%	Not reported	Q1 2026
WWWWolverine World Wide Inc	$8.02M	0.82%	0.59%	+11.2%	Q3 2024
AIRAar Corp	$7.5M	0.77%	0.13%	-47.5%	Q4 2025
DARDarling Ingredients Inc.	$7.37M	0.76%	0.08%	-29.0%	Q4 2014
DALDelta Air Lines, Inc.	$7.21M	0.74%	0.01%	Not reported	Q2 2013
CRDOCredo Technology Group Holding Ltd	$5.85M	0.60%	0.01%	-66.9%	Q1 2026
LIONLionsgate Studios Corp.	$5.74M	0.59%	0.13%	New	Q2 2026
WELLWelltower Inc.	$5.67M	0.58%	0.00%	-50.0%	Q2 2025
ALDXAldeyra Therapeutics, Inc.	$5.65M	0.58%	4.40%	+23.2%	Q1 2025
FFIVF5, Inc.	$4.99M	0.51%	0.02%	Not reported	Q3 2013
IVAInventiva S.A.	$4.8M	0.49%	0.66%	New	Q2 2026
ELDNEledon Pharmaceuticals, Inc.	$4.09M	0.42%	1.28%	Not reported	Q4 2025

Q1 2026Reported May 15, 202650 positions
SNDXSyndax Pharmaceuticals Inc	$58.4M	6.41%	2.82%	+6.4%	Q4 2023
NVDANvidia Corp	$34.9M	3.83%	0.00%	+37.9%	Q1 2025
NXENexGen Energy Ltd.	$29M	3.18%	0.38%	Not reported	Q4 2023
KEYSKeysight Technologies, Inc.	$22.6M	2.48%	0.05%	-38.5%	Q1 2018
WRBYWarby Parker Inc.	$22.2M	2.44%	0.93%	Not reported	Q3 2025
SLNOSoleno Therapeutics Inc	$19.3M	2.11%	1.11%	+43.8%	Q3 2025
APGAPi Group Corp	$18.2M	2.00%	0.10%	+20.0%	Q2 2020
CARTMaplebear Inc.	$17.6M	1.93%	0.20%	+20.5%	Q4 2024
HWMHowmet Aerospace Inc.	$16.1M	1.77%	0.02%	-12.5%	Q3 2025
TSMTaiwan Semiconductor Manufacturing Co Ltd	$15.2M	1.67%	0.00%	+12.5%	Q2 2023
ECGEverus Construction Group, Inc.	$14.8M	1.62%	0.24%	-37.5%	Q4 2024
AHRAmerican Healthcare REIT, Inc.	$14.1M	1.55%	0.16%	+50.0%	Q4 2025
OLMAOlema Pharmaceuticals, Inc.	$12.7M	1.40%	0.98%	-10.3%	Q3 2023
GTXGarrett Motion Inc.	$12.7M	1.40%	0.37%	Not reported	Q2 2023
AERAerCap Holdings N.V.	$12.3M	1.36%	0.05%	Not reported	Q1 2014
DARDarling Ingredients Inc.	$11.8M	1.29%	0.12%	Not reported	Q4 2014
ICLRIcon PLC	$11.7M	1.28%	0.14%	+108.1%	Q4 2025
BKDBrookdale Senior Living Inc.	$11.6M	1.28%	0.36%	New	Q1 2026
FLEXFlex Ltd.	$11.5M	1.26%	0.05%	+84.2%	Q4 2020
BABAAlibaba Group Holding Ltd	$11.3M	1.24%	0.00%	-10.0%	Q1 2017
SRADSportradar Group AG	$11.3M	1.24%	Not reported	Not reported	Q2 2025
VSECVse Corp	$11.1M	1.21%	0.21%	New	Q1 2026
HEIHeico Corp	$11M	1.20%	0.07%	Not reported	Q1 2023
AIRAar Corp	$10.9M	1.20%	0.25%	+150.0%	Q4 2025
TDYTeledyne Technologies Inc	$10.6M	1.16%	0.04%	-41.7%	Q3 2025
WAYWaystar Holding Corp.	$10.6M	1.16%	0.23%	+5.7%	Q4 2025
RALRalliant Corp	$10.4M	1.14%	0.22%	+13.6%	Q3 2025
CRCrane Co	$10.3M	1.13%	0.10%	New	Q1 2026
WELLWelltower Inc.	$9.89M	1.09%	0.01%	Not reported	Q2 2025
ACHCAcadia Healthcare Company, Inc.	$9.27M	1.02%	0.44%	Not reported	Q2 2014
CGNXCognex Corp	$9.06M	0.99%	0.11%	New	Q1 2026
CNLCollective Mining Ltd.	$7.48M	0.82%	0.46%	New	Q1 2026
ZVRAZevra Therapeutics, Inc.	$7.22M	0.79%	1.31%	+32.5%	Q2 2025
WWWWolverine World Wide Inc	$7.12M	0.78%	0.54%	-33.7%	Q3 2024
GCOGenesco Inc	$7.07M	0.78%	2.25%	New	Q1 2026
GXOGXO Logistics, Inc.	$6.48M	0.71%	0.11%	New	Q1 2026
AXONAxon Enterprise, Inc.	$6.16M	0.68%	0.02%	+7.4%	Q2 2020
CRDOCredo Technology Group Holding Ltd	$6.1M	0.67%	0.04%	New	Q1 2026
FPSForgent Power Solutions, Inc.	$5.85M	0.64%	Not reported	New	Q1 2026
LOWLowes Companies Inc	$5.02M	0.55%	0.00%	Not reported	Q2 2014
ALDXAldeyra Therapeutics, Inc.	$3.64M	0.40%	3.57%	+16.3%	Q1 2025
REALTheRealReal, Inc.	$3.63M	0.40%	0.33%	New	Q1 2026
VICRVicor Corp	$3.22M	0.35%	0.17%	New	Q1 2026
ELDNEledon Pharmaceuticals, Inc.	$3.2M	0.35%	1.37%	Not reported	Q4 2025
TTEKTetra Tech Inc	$3.01M	0.33%	0.04%	-33.3%	Q2 2024
ITRIItron, Inc.	$2.24M	0.25%	0.06%	-50.0%	Q1 2024
NBNiocorp Developments Ltd	$2.01M	0.22%	0.31%	+43.1%	Q2 2023
SCYXScynexis Inc	$1.82M	0.20%	3.19%	Not reported	Q4 2019
JSPRJasper Therapeutics, Inc.	$1.18M	0.13%	4.83%	Not reported	Q4 2021
NVNOenVVeno Medical Corp	$366K	0.04%	5.51%	0.0%	Q4 2021
Q4 2025Reported Feb 17, 202655 positions
SNDXSyndax Pharmaceuticals Inc	$49.4M	5.87%	2.69%	-6.0%	Q4 2023
NVDANvidia Corp	$27M	3.21%	0.00%	+23.4%	Q1 2025
KEYSKeysight Technologies, Inc.	$26.4M	3.14%	0.08%	Not reported	Q1 2018
OLMAOlema Pharmaceuticals, Inc.	$23.8M	2.83%	1.17%	+11.7%	Q3 2023
NXENexGen Energy Ltd.	$23M	2.73%	0.38%	+14.8%	Q4 2023
WRBYWarby Parker Inc.	$23M	2.73%	0.93%	+201.0%	Q3 2025
CRHCRH Public Ltd Co	$18.7M	2.23%	0.02%	Not reported	Q1 2024
SLNOSoleno Therapeutics Inc	$18.5M	2.20%	0.76%	+32.9%	Q3 2025
CARTMaplebear Inc.	$17.5M	2.09%	0.16%	-13.3%	Q4 2024
ECGEverus Construction Group, Inc.	$17.1M	2.03%	0.39%	Not reported	Q4 2024
HWMHowmet Aerospace Inc.	$16.4M	1.95%	0.02%	+45.5%	Q3 2025
SRADSportradar Group AG	$16M	1.90%	Not reported	+42.2%	Q2 2025
TDYTeledyne Technologies Inc	$15.3M	1.82%	0.07%	+100.0%	Q3 2025
AMDAdvanced Micro Devices Inc	$15M	1.78%	0.00%	Not reported	Q2 2021
BABAAlibaba Group Holding Ltd	$14.7M	1.74%	0.00%	Not reported	Q1 2017
APGAPi Group Corp	$14.3M	1.71%	0.09%	+15.4%	Q2 2020
FWONKLiberty Media Corp	$13.8M	1.64%	Not reported	+75.0%	Q3 2025
WAYWaystar Holding Corp.	$13.6M	1.61%	0.22%	New	Q4 2025
HEIHeico Corp	$12.9M	1.54%	0.07%	Not reported	Q1 2023
TSMTaiwan Semiconductor Manufacturing Co Ltd	$12.2M	1.45%	0.00%	-5.9%	Q2 2023
WWWWolverine World Wide Inc	$11.9M	1.42%	0.80%	+407.7%	Q3 2024
GOOGLAlphabet Inc.	$11.7M	1.40%	0.00%	+25.0%	Q4 2015
TAPMolson Coors Beverage Co	$11.2M	1.33%	Not reported	Not reported	Q1 2022
RALRalliant Corp	$11.2M	1.33%	0.19%	Not reported	Q3 2025
WMTWalmart Inc.	$11.1M	1.32%	0.00%	Not reported	Q2 2013
CARRCARRIER GLOBAL Corp	$10.6M	1.26%	0.02%	New	Q4 2025
LOARLoar Holdings Inc.	$10.2M	1.21%	0.16%	Not reported	Q4 2024
ULSUL Solutions Inc.	$9.86M	1.17%	0.06%	Not reported	Q2 2025
NXPINXP Semiconductors N.V.	$9.77M	1.16%	0.02%	-5.3%	Q2 2013
ALDXAldeyra Therapeutics, Inc.	$9.58M	1.14%	3.08%	+38.9%	Q1 2025
AHRAmerican Healthcare REIT, Inc.	$9.41M	1.12%	0.11%	New	Q4 2025
WELLWelltower Inc.	$9.28M	1.10%	0.01%	-16.7%	Q2 2025
ICLRIcon PLC	$9.22M	1.10%	0.07%	New	Q4 2025
BACBank of America Corp	$9.08M	1.08%	0.00%	Not reported	Q3 2017
HCIHCI Group, Inc.	$8.63M	1.03%	0.35%	+5.9%	Q1 2025
ILMNIllumina, Inc.	$8.22M	0.98%	0.04%	New	Q4 2025
RDNTRadNet, Inc.	$7.85M	0.93%	0.14%	Not reported	Q1 2025
AXONAxon Enterprise, Inc.	$7.67M	0.91%	0.02%	+35.0%	Q2 2020
ALCAlcon Inc	$6.97M	0.83%	0.02%	+53.9%	Q4 2024
USFDUS Foods Holding Corp.	$6.4M	0.76%	0.04%	New	Q4 2025
FLEXFlex Ltd.	$5.74M	0.68%	0.03%	-45.7%	Q4 2020
HIMSHims & Hers Health, Inc.	$5.52M	0.66%	Not reported	New	Q4 2025
PRMPerimeter Solutions, Inc.	$5.51M	0.65%	0.13%	New	Q4 2025
ZVRAZevra Therapeutics, Inc.	$5.24M	0.62%	1.03%	-10.0%	Q2 2025
WDCWestern Digital Corp	$5.17M	0.61%	0.01%	-50.0%	Q2 2017
TTEKTetra Tech Inc	$5.03M	0.60%	0.06%	-14.3%	Q2 2024
OKTAOkta, Inc.	$4.76M	0.57%	Not reported	Not reported	Q4 2024
ITRIItron, Inc.	$4.64M	0.55%	0.11%	Not reported	Q1 2024
CCBCoastal Financial Corp	$4.58M	0.54%	0.26%	New	Q4 2025
CWCurtiss Wright Corp	$3.86M	0.46%	0.02%	-60.0%	Q2 2023

Q3 2025Reported Nov 14, 202563 positions
SNDXSyndax Pharmaceuticals Inc	$38.5M	4.77%	2.88%	+19.1%	Q4 2023
NVDANvidia Corp	$21.9M	2.72%	0.00%	-13.9%	Q1 2025
MOHMolina Healthcare, Inc.	$21.1M	2.62%	0.22%	New	Q3 2025
SLNOSoleno Therapeutics Inc	$20.3M	2.53%	0.56%	New	Q3 2025
EWEdwards Lifesciences Corp	$19.6M	2.43%	0.04%	+175.4%	Q1 2015
NXENexGen Energy Ltd.	$19.5M	2.42%	0.38%	+10.1%	Q4 2023
HUMHumana Inc	$18.4M	2.28%	0.06%	+9.3%	Q2 2014
BLDRBuilders FirstSource, Inc.	$18.2M	2.26%	0.14%	+16.7%	Q3 2017
CRHCRH Public Ltd Co	$18M	2.23%	0.02%	-25.0%	Q1 2024
ECGEverus Construction Group, Inc.	$17.2M	2.13%	0.39%	Not reported	Q4 2024
CARTMaplebear Inc.	$16.5M	2.05%	0.17%	+40.6%	Q4 2024
GMEDGlobus Medical Inc	$14.8M	1.83%	0.19%	+51.6%	Q1 2024
MSFTMicrosoft Corp	$14.2M	1.77%	0.00%	Not reported	Q2 2018
HEIHeico Corp	$12.9M	1.60%	0.07%	Not reported	Q1 2023
SRADSportradar Group AG	$12.8M	1.58%	Not reported	+18.5%	Q2 2025
LOARLoar Holdings Inc.	$12M	1.49%	0.16%	+3.5%	Q4 2024
TSMTaiwan Semiconductor Manufacturing Co Ltd	$11.9M	1.47%	0.00%	Not reported	Q2 2023
METAMeta Platforms, Inc.	$11.8M	1.46%	Not reported	Not reported	Q4 2016
SKYChampion Homes, Inc.	$11.5M	1.42%	0.27%	New	Q3 2025
APGAPi Group Corp	$11.2M	1.39%	0.08%	-3.7%	Q2 2020
TAPMolson Coors Beverage Co	$10.9M	1.35%	Not reported	Not reported	Q1 2022
NXPINXP Semiconductors N.V.	$10.8M	1.34%	0.02%	Not reported	Q2 2013
HWMHowmet Aerospace Inc.	$10.8M	1.34%	0.01%	New	Q3 2025
ETREntergy Corp	$10.7M	1.33%	0.03%	New	Q3 2025
WELLWelltower Inc.	$10.7M	1.33%	0.01%	+9.1%	Q2 2025
WMTWalmart Inc.	$10.3M	1.28%	0.00%	Not reported	Q2 2013
FLEXFlex Ltd.	$10.1M	1.26%	0.05%	-27.1%	Q4 2020
WRBYWarby Parker Inc.	$9.65M	1.20%	0.31%	New	Q3 2025
RALRalliant Corp	$9.62M	1.19%	0.20%	New	Q3 2025
CWCurtiss Wright Corp	$9.5M	1.18%	0.05%	Not reported	Q2 2023
PANWPalo Alto Networks Inc	$9.16M	1.14%	0.01%	Not reported	Q1 2014
ULSUL Solutions Inc.	$8.86M	1.10%	0.06%	+8.7%	Q2 2025
TDYTeledyne Technologies Inc	$8.79M	1.09%	0.03%	New	Q3 2025
MIRMirion Technologies, Inc.	$8.72M	1.08%	2.00%	-11.8%	Q4 2021
ICEIntercontinental Exchange, Inc.	$8.42M	1.05%	0.01%	Not reported	Q2 2013
OLMAOlema Pharmaceuticals, Inc.	$8.36M	1.04%	1.24%	Not reported	Q3 2023
FWONKLiberty Media Corp	$8.36M	1.04%	Not reported	New	Q3 2025
HCIHCI Group, Inc.	$8.16M	1.01%	0.33%	+21.4%	Q1 2025
CNMCore & Main, Inc.	$8.07M	1.00%	Not reported	New	Q3 2025
GOOGLAlphabet Inc.	$7.29M	0.91%	0.00%	Not reported	Q4 2015
PCTPureCycle Technologies, Inc.	$7.27M	0.90%	0.31%	+12.6%	Q1 2021
WDCWestern Digital Corp	$7.2M	0.89%	0.02%	-53.9%	Q2 2017
AXONAxon Enterprise, Inc.	$7.18M	0.89%	0.01%	Not reported	Q2 2020
ALDXAldeyra Therapeutics, Inc.	$6.95M	0.86%	2.21%	Not reported	Q1 2025
GLWCorning Inc	$6.56M	0.81%	0.01%	New	Q3 2025
ITRIItron, Inc.	$6.23M	0.77%	0.11%	Not reported	Q1 2024
ZVRAZevra Therapeutics, Inc.	$6.18M	0.77%	1.16%	+44.4%	Q2 2025
TTEKTetra Tech Inc	$5.84M	0.73%	0.07%	-44.4%	Q2 2024
HDHome Depot, Inc.	$5.79M	0.72%	0.00%	Not reported	Q2 2013
LOWLowes Companies Inc	$5.59M	0.69%	0.00%	Not reported	Q2 2014

Premium opens every quarter this fund has filed