Institutions / Kingdon Capital Management, L.L.C.
Kingdon Capital Management, L.L.C.
CIK 1000097 · Institution · as of Mar 31, 2026
Portfolio value
$597.14M
Positions
52
As of
Mar 31, 2026
Portfolio trend
Portfolio value
$597.14M-8.6%Positions
52-8.8%Top holdings
Mar 31, 2026View all 52 →
| Company | Value | % of portfolio |
|---|---|---|
| Syndax Pharmaceuticals Inc | $58.40M | 9.8% |
| NVIDIA Corp | $34.88M | 5.8% |
| Nexgen Energy Ltd | $29.00M | 4.9% |
| Keysight Technologies, Inc. | $22.59M | 3.8% |
| Warby Parker Inc. | $22.20M | 3.7% |
| Soleno Therapeutics, Inc. | $19.25M | 3.2% |
| APi Group Corp | $18.23M | 3.1% |
| Maplebear Inc | $17.61M | 2.9% |
| Howmet Aerospace Inc. | $16.13M | 2.7% |
| Taiwan Semiconductor Manufacturing Co LtdTSM | $15.21M | 2.5% |
| Everus Construction Group, Inc. | $14.76M | 2.5% |
| American Healthcare REIT, Inc. | $14.15M | 2.4% |
| iShares Tr | $12.80M | 2.1% |
| Olema Pharmaceuticals, Inc. | $12.75M | 2.1% |
| Garrett Motion Inc.GTX | $12.72M | 2.1% |
| AerCap Holdings N.V. | $12.35M | 2.1% |
| Darling Ingredients Inc. | $11.75M | 2.0% |
| ICON plc | $11.65M | 2.0% |
| Brookdale Senior Living Inc. | $11.63M | 1.9% |
| Flex Ltd. | $11.46M | 1.9% |
| Alibaba Group Holding LtdBABA | $11.29M | 1.9% |
| Sportradar Group AG | $11.28M | 1.9% |
| Vse Corp | $11.06M | 1.9% |
| Heico Corp | $10.97M | 1.8% |
| Aar Corp | $10.95M | 1.8% |
Activity
Mar 31, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Exit | Crh Public Ltd Co | $-18.72M | -150K -100.00% | — | medium |
| Q1 2026 as of | Exit | Advanced Micro Devices Inc | $-14.99M | -70K -100.00% | — | medium |
| Q1 2026 as of | Trim | Keysight Technologies, Inc. | $-14.12M | -50K -38.46% | 80,000 3.78% of portfolio | medium |
| Q1 2026 as of | Exit | Liberty Media Corp-Liberty Formula One | $-13.79M | -140K -100.00% | — | medium |
| Q1 2026 as of | New | 464288224 | $12.80M | +700K | 700,000 2.14% of portfolio | medium |
| Q1 2026 as of | New | GTX Garrett Motion Inc. Common Stock | $12.72M | +700K | 700,000 2.13% of portfolio | medium |
| Q1 2026 as of | New | AerCap Holdings N.V. | $12.35M | +90K | 90,000 2.07% of portfolio | medium |
| Q1 2026 as of | New | Darling Ingredients Inc. | $11.75M | +190K | 190,000 1.97% of portfolio | medium |
| Q1 2026 as of | Exit | Alphabet Inc. | $-11.74M | -38K -100.00% | — | medium |
| Q1 2026 as of | New | Brookdale Senior Living Inc. | $11.63M | +850K | 850,000 1.95% of portfolio | medium |