Holders — by stockHoldings — by fund
KINGDON CAPITAL MANAGEMENT, L.L.C.
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001000097
$976.2M
disclosed book value
69
positions
8.5%
largest position share
Positions, as of 2026-06-30
top 74 of 69 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | SOXXISHARES TRPUT | 130,000 | $83.3M | 8.5% |
| 2 | SNDXSYNDAX PHARMACEUTICALS INC | 2.5M | $54.6M | 5.6% |
| 3 | NVDANVIDIA CORPORATION | 240,000 | $48.0M | 4.9% |
| 4 | WRBYWARBY PARKER INC | 1.1M | $34.2M | 3.5% |
| 5 | APGAPI GROUP CORP | 600,000 | $25.4M | 2.6% |
| 6 | KEYSKEYSIGHT TECHNOLOGIES INC | 70,000 | $24.5M | 2.5% |
| 7 | NXENEXGEN ENERGY LTD | 2.5M | $23.5M | 2.4% |
| 8 | EWYISHARES INCPUT | 115,000 | $23.2M | 2.4% |
| 9 | GRALGRAIL INC | 340,000 | $23.2M | 2.4% |
| 10 | QQQINVESCO QQQ TRPUT | 30,000 | $22.1M | 2.3% |
| 11 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 45,000 | $21.5M | 2.2% |
| 12 | ECGEVERUS CONSTR GROUP | 125,000 | $20.7M | 2.1% |
| 13 | HIMSHIMS & HERS HEALTH INC | 542,500 | $18.8M | 1.9% |
| 14 | KRESPDR SERIES TRUSTCALL | 250,000 | $18.7M | 1.9% |
| 15 | CARTMAPLEBEAR INC | 380,000 | $18.0M | 1.8% |
| 16 | FLNCFLUENCE ENERGY INC | 900,000 | $17.9M | 1.8% |
| 17 | ILMNILLUMINA INC | 97,800 | $17.2M | 1.8% |
| 18 | TDYTELEDYNE TECHNOLOGIES INC | 25,000 | $16.7M | 1.7% |
| 19 | HWMHOWMET AEROSPACE INC | 60,000 | $16.1M | 1.7% |
| 20 | IWMISHARES TRPUT | 50,000 | $15.0M | 1.5% |
| 21 | OLMAOLEMA PHARMACEUTICALS INC | 1.2M | $15.0M | 1.5% |
| 22 | ISRGINTUITIVE SURGICAL INC | 37,100 | $14.8M | 1.5% |
| 23 | FLEX LTD | 90,000 | $14.6M | 1.5% |
| 24 | CGNXCOGNEX CORP | 200,000 | $14.5M | 1.5% |
| 25 | BFLYBUTTERFLY NETWORK INC | 1.7M | $14.3M | 1.5% |
| 26 | GTXGARRETT MOTION INC | 375,000 | $13.6M | 1.4% |
| 27 | CYTKCYTOKINETICS INC | 157,100 | $13.4M | 1.4% |
| 28 | BKDBROOKDALE SR LIVING INC | 800,000 | $12.9M | 1.3% |
| 29 | VSECVSE CORP | 52,500 | $12.0M | 1.2% |
| 30 | PWRQUANTA SVCS INC | 16,000 | $11.5M | 1.2% |
| 31 | ZVRAZEVRA THERAPEUTICS INC | 775,000 | $11.1M | 1.1% |
| 32 | RALRALLIANT CORP | 150,000 | $11.0M | 1.1% |
| 33 | FDXFEDEX CORP | 35,000 | $11.0M | 1.1% |
| 34 | HEIHEICO CORP NEW | 30,000 | $10.7M | 1.1% |
| 35 | TANINVESCO EXCH TRADED FD TR II | 175,000 | $10.4M | 1.1% |
| 36 | DRAMROUNDHILL ETF TRUSTPUT | 140,000 | $10.3M | 1.1% |
| 37 | AERCAP HOLDINGS NV | 70,000 | $10.2M | 1% |
| 38 | ITTITT INC | 50,000 | $9.9M | 1% |
| 39 | BABAALIBABA GROUP HLDG LTDPUT | 100,000 | $9.6M | 1% |
| 40 | BABAALIBABA GROUP HLDG LTD | 100,000 | $9.6M | 1% |
| 41 | REALTHE REALREAL INC | 813,000 | $9.6M | 1% |
| 42 | VICRVICOR CORP | 25,000 | $9.5M | 1% |
| 43 | GEGE AEROSPACE | 25,000 | $9.3M | 1% |
| 44 | AHRAMERICAN HEALTHCARE REIT INC | 175,000 | $9.1M | 0.9% |
| 45 | ENTGENTEGRIS INC | 50,000 | $9.0M | 0.9% |
| 46 | CRCRANE COMPANY | 40,000 | $8.9M | 0.9% |
| 47 | GCOGENESCO INC | 244,000 | $8.2M | 0.8% |
| 48 | DHID R HORTON INCPUT | 50,000 | $8.1M | 0.8% |
| 49 | WWWWOLVERINE WORLD WIDE INC | 485,000 | $8.0M | 0.8% |
| 50 | AIRAAR CORP | 52,500 | $7.5M | 0.8% |
| 51 | DARDARLING INGREDIENTS INC | 135,000 | $7.4M | 0.8% |
| 52 | DALDELTA AIR LINES INC | 77,000 | $7.2M | 0.7% |
| 53 | RUNSUNRUN INCCALL | 500,000 | $6.7M | 0.7% |
| 54 | FLNCFLUENCE ENERGY INCPUT | 300,000 | $6.0M | 0.6% |
| 55 | TANINVESCO EXCH TRADED FD TR IICALL | 100,000 | $5.9M | 0.6% |
| 56 | CREDO TECHNOLOGY GROUP HOLDI | 21,500 | $5.8M | 0.6% |
| 57 | LIONLIONSGATE STUDIOS CORP | 375,000 | $5.7M | 0.6% |
| 58 | WELLWELLTOWER INC | 25,000 | $5.7M | 0.6% |
| 59 | ALDXALDEYRA THERAPEUTICS INC | 2.7M | $5.6M | 0.6% |
| 60 | NVTSNAVITAS SEMICONDUCTOR CORPPUT | 300,000 | $5.4M | 0.6% |
| 61 | KEYSKEYSIGHT TECHNOLOGIES INCPUT | 15,000 | $5.3M | 0.5% |
| 62 | FFIVF5 INC | 12,000 | $5.0M | 0.5% |
| 63 | IVAINVENTIVA SA | 1.3M | $4.8M | 0.5% |
| 64 | ELDNELEDON PHARMACEUTICALS INC | 1.0M | $4.1M | 0.4% |
| 65 | EWTXEDGEWISE THERAPEUTICS INCPUT | 100,000 | $4.1M | 0.4% |
| 66 | SHLSSHOALS TECHNOLOGIES GROUP INCALL | 400,000 | $4.0M | 0.4% |
| 67 | COMPCOMPASS INCCALL | 300,000 | $3.7M | 0.4% |
| 68 | WDCWESTERN DIGITAL CORPCALL | 5,000 | $3.2M | 0.3% |
| 69 | COMPCOMPASS INC | 250,000 | $3.1M | 0.3% |
| 70 | CMPXCOMPASS THERAPEUTICS INC | 1.4M | $3.1M | 0.3% |
| 71 | NBNIOCORP DEVS LTD | 450,000 | $2.2M | 0.2% |
| 72 | SCYXSCYNEXIS INC | 247,811 | $1.0M | 0.1% |
| 73 | JSPRJASPER THERAPEUTICS INC | 1.4M | $569,237 | 0.1% |
| 74 | NVNOENVVENO MEDICAL CORPORATION | 36,166 | $387,338 | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.