Kingdon Capital Management, L.L.C.

All holdings · as of Mar 31, 2026

Company	Class	Value ↓	Shares	% of portfolio
Syndax Pharmaceuticals Inc	—	$58.40M	2,500,000	9.8%
NVIDIA Corp	—	$34.88M	200,000	5.8%
NEXGEN ENERGY LTD	—	$29.00M	2,500,000	4.9%
Keysight Technologies, Inc.	—	$22.59M	80,000	3.8%
Warby Parker Inc.	—	$22.20M	1,053,644	3.7%
SOLENO THERAPEUTICS, INC.	—	$19.25M	575,000	3.2%
APi Group Corp	—	$18.23M	450,000	3.1%
Maplebear Inc	—	$17.61M	470,000	2.9%
Howmet Aerospace Inc.	—	$16.13M	70,000	2.7%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSM	ADR	$15.21M	45,000	2.5%
Everus Construction Group, Inc.	—	$14.76M	125,000	2.5%
American Healthcare REIT, Inc.	—	$14.15M	300,000	2.4%
ISHARES TR	—	$12.80M	700,000	2.1%
Olema Pharmaceuticals, Inc.	—	$12.75M	855,000	2.1%
Garrett Motion Inc.GTX	Common Stock	$12.72M	700,000	2.1%
AerCap Holdings N.V.	—	$12.35M	90,000	2.1%
DARLING INGREDIENTS INC.	—	$11.75M	190,000	2.0%
ICON plc	—	$11.65M	105,300	2.0%
Brookdale Senior Living Inc.	—	$11.63M	850,000	1.9%
FLEX LTD.	—	$11.46M	175,000	1.9%
Alibaba Group Holding LtdBABA	ADR	$11.29M	90,000	1.9%
SPORTRADAR GROUP AG	—	$11.28M	674,000	1.9%
VSE CORP	—	$11.06M	60,000	1.9%
HEICO CORP	—	$10.97M	40,000	1.8%
AAR CORP	—	$10.95M	100,000	1.8%
Teledyne Technologies Inc	—	$10.59M	17,500	1.8%
Waystar Holding Corp.	—	$10.56M	438,000	1.8%
Ralliant Corp	—	$10.40M	250,000	1.7%
Crane Co	—	$10.26M	60,000	1.7%
Welltower, Inc.	—	$9.89M	50,000	1.7%
Acadia Healthcare Company, Inc.	—	$9.27M	396,192	1.6%
ISHARES INC	—	$9.23M	75,000	1.5%
COGNEX CORP	—	$9.06M	185,000	1.5%
Collective Mining Ltd.	—	$7.48M	425,000	1.3%
ZEVRA THERAPEUTICS, INC.	—	$7.22M	775,000	1.2%
WOLVERINE WORLD WIDE INC	—	$7.12M	436,000	1.2%
GENESCO INC	—	$7.07M	244,000	1.2%
GXO Logistics, Inc.	—	$6.48M	125,000	1.1%
Axon Enterprise Inc	—	$6.16M	14,500	1.0%
Credo Technology Group Holding Ltd	—	$6.10M	65,000	1.0%
Forgent Power Solutions, Inc.FPS	Common Stock	$5.85M	200,000	1.0%
LOWES COMPANIES INC	—	$5.02M	21,250	0.8%
Aldeyra Therapeutics, Inc.	—	$3.64M	2,152,315	0.6%
TheRealReal, Inc.	—	$3.63M	400,000	0.6%
VICOR CORP	—	$3.22M	20,000	0.5%
Eledon Pharmaceuticals, Inc.	—	$3.20M	1,039,275	0.5%
TETRA TECH INC	—	$3.01M	100,000	0.5%
ITRON, INC.	—	$2.24M	25,000	0.4%
NIOCORP DEVS LTD	—	$2.01M	450,000	0.3%
SCYNEXIS, Inc.	—	$1.82M	1,982,491	0.3%