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Kingdon Capital Management L L C

Portfolio Manager
Kingdon Capital Management L L C
Performance
+0.82% (2026 Q1)
AUM (13F)
$911.03M
# of Holdings
52
Performance Rank
Allocation (Top 20)
63.55%

Kingdon Capital Management L L C Holdings Map

Top 50 Kingdon Capital Management L L C Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
SNDX
SYNDAX PHARMACEUTICALS INC
9.78%2.50M$58.4M
+6.38%(+150.00K)
2025-Q1: 2.00M shares2025-Q2: 2.10M shares2025-Q3: 2.50M shares2025-Q4: 2.35M shares2026-Q1: 2.50M shares
$16.84(+29.54%)
2026-03-31
NVDA
NVIDIA CORPORATION
5.84%200.0K$34.9M
+37.93%(+55.00K)
2025-Q1: 150.0K shares2025-Q2: 136.5K shares2025-Q3: 117.5K shares2025-Q4: 145.0K shares2026-Q1: 200.0K shares
$146.56(+32.94%)
2026-03-31
NXE
NEXGEN ENERGY LTD
4.86%2.50M$29.0M
+0.00%(+0)
2025-Q1: 1.88M shares2025-Q2: 1.98M shares2025-Q3: 2.18M shares2025-Q4: 2.50M shares2026-Q1: 2.50M shares
$7.00(+37.63%)
2026-03-31
KEYS
KEYSIGHT TECHNOLOGIES INC
3.78%80.0K$22.6M
-38.46%(-50.00K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 130.0K shares2026-Q1: 80.0K shares
$189.06(+66.02%)
2026-03-31
WRBY
WARBY PARKER INC
3.72%1.05M$22.2M
+0.00%(+0)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 350.0K shares2025-Q4: 1.05M shares2026-Q1: 1.05M shares
$24.71(+18.42%)
2026-03-31
SLNO
SOLENO THERAPEUTICS INC
3.22%575.0K$19.3M
+43.79%(+175.10K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 301.0K shares2025-Q4: 399.9K shares2026-Q1: 575.0K shares
$61.56(-13.90%)
2026-03-31
APG
API GROUP CORP
3.05%450.0K$18.2M
+20.00%(+75.00K)
2025-Q1: 275.0K shares2025-Q2: 225.0K shares2025-Q3: 325.0K shares2025-Q4: 375.0K shares2026-Q1: 450.0K shares
$17.12(+145.26%)
2026-03-31
CART
MAPLEBEAR INC
2.95%470.0K$17.6M
+20.51%(+80.00K)
2025-Q1: 330.0K shares2025-Q2: 320.0K shares2025-Q3: 450.0K shares2025-Q4: 390.0K shares2026-Q1: 470.0K shares
$41.08(+11.45%)
2026-03-31
HWM
HOWMET AEROSPACE INC
2.7%70.0K$16.1M
-12.50%(-10.00K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 55.0K shares2025-Q4: 80.0K shares2026-Q1: 70.0K shares
$194.13(+39.29%)
2026-03-31
TSM
TAIWAN SEMICONDUCTOR MANUFAC
2.55%45.0K$15.2M
+12.50%(+5.00K)
2025-Q1: 52.5K shares2025-Q2: 42.5K shares2025-Q3: 42.5K shares2025-Q4: 40.0K shares2026-Q1: 45.0K shares
$132.14(+228.55%)
2026-03-31

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