StockDriftsStockDriftsTop 50 Kingdon Capital Management L L C Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SNDX | SYNDAX PHARMACEUTICALS INC | 7.37% | 2.50M | $54.6M | +0.00%(+0) | $16.84(+17.78%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 6.48% | 240.0K | $48.0M | +20.00%(+40.00K) | $152.57(+48.17%) | 2026-06-30 | |
| WRBY | WARBY PARKER INC | 4.61% | 1.13M | $34.2M | +6.93%(+73.00K) | $24.75(+4.69%) | 2026-06-30 | |
| APG | API GROUP CORP | 3.43% | 600.0K | $25.4M | +33.33%(+150.00K) | $23.02(+90.92%) | 2026-06-30 | |
| KEYS | KEYSIGHT TECHNOLOGIES INC | 3.3% | 70.0K | $24.5M | -12.50%(-10.00K) | $189.06(+89.27%) | 2026-06-30 | |
| NXE | NEXGEN ENERGY LTD | 3.17% | 2.50M | $23.5M | +0.00%(+0) | $7.00(+48.49%) | 2026-06-30 | |
| GRAL | GRAIL INC | 3.13% | 340.0K | $23.2M | new | $57.58(+18.68%) | 2026-06-30 | |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 2.9% | 45.0K | $21.5M | +0.00%(+0) | $132.14(+223.04%) | 2026-06-30 | |
| ECG | EVERUS CONSTR GROUP | 2.8% | 125.0K | $20.7M | +0.00%(+0) | $65.75(+114.51%) | 2026-06-30 | |
| HIMS | HIMS & HERS HEALTH INC | 2.54% | 542.5K | $18.8M | new | $32.32(-12.92%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +21.66% | +80.07% | +8.09% | +47.53% |
| Top 20 Holdings Unweighted | +20.98% | +77.09% | +7.73% | +45.09% |
Kingdon Capital Management L L C reports $976.17M in US-listed equity holdings across 57 positions in its most recent 13F filing. Its largest disclosed positions are SNDX (7.4%), NVDA (6.5%) and WRBY (4.6%). The top 20 holdings account for 61.18% of reported assets. Its disclosed equity book has returned +80.07% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Kingdon Capital Management L L C, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Kingdon Capital Management L L C’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1000097). View Kingdon Capital Management L L C’s 13F filings on SEC