Funds › Kingdon Capital Management, LLC
Kingdon Capital Management, LLC
13F for Q2 2026, filed Aug 14, 2026. 57 positions worth $976.2M.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Latest report
Q2 2026
filed Aug 14, 2026
Reported value
$976.2M
+$65.1M (7.2%) vs Q1 2026
Positions
57
52 in Q1 2026
Top 10 share
30.2%
of reported value
CheckedEach line's price per share is checked against other managers' reports of the same stock. Unit mix-ups are corrected. Reports no fix can rescue are left out.
Clean
prices match other managers' reports
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Holdings, Q2 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | SNDX Syndax Pharmaceuticals, Inc. | 2.50M | $54.6M | 5.6% | Unchanged | 13F ↗ |
| 2 | NVDA NVIDIA Corporation | 240,000 | $48.0M | 4.9% | +20.0% | 13F ↗ |
| 3 | WRBY Warby Parker Inc. | 1.13M | $34.2M | 3.5% | +6.9% | 13F ↗ |
| 4 | APG APi Group Corporation | 600,000 | $25.4M | 2.6% | +33.3% | 13F ↗ |
| 5 | KEYS Keysight Technologies Inc. | 70,000 | $24.5M | 2.5% | -12.5% | 13F ↗ |
| 6 | NXE Nexgen Energy Ltd. | 2.50M | $23.5M | 2.4% | Unchanged | 13F ↗ |
| 7 | GRAL GRAIL, Inc. | 340,000 | $23.2M | 2.4% | New | 13F ↗ |
| 8 | TSM Taiwan Semiconductor Manufacturing Company Ltd. | 45,000 | $21.5M | 2.2% | Unchanged | 13F ↗ |
| 9 | ECG Everus Construction Group, Inc. | 125,000 | $20.7M | 2.1% | Unchanged | 13F ↗ |
| 10 | HIMS Hims & Hers Health, Inc. | 542,500 | $18.8M | 1.9% | New | 13F ↗ |
| 11 | CART Maplebear Inc. | 380,000 | $18.0M | 1.8% | -19.1% | 13F ↗ |
| 12 | FLNC Fluence Energy, Inc. | 900,000 | $17.9M | 1.8% | New | 13F ↗ |
| 13 | ILMN Illumina, Inc. | 97,800 | $17.2M | 1.8% | New | 13F ↗ |
| 14 | TDY Teledyne Technologies Incorporated | 25,000 | $16.7M | 1.7% | +42.9% | 13F ↗ |
| 15 | HWM Howmet Aerospace Inc. | 60,000 | $16.1M | 1.7% | -14.3% | 13F ↗ |
| 16 | OLMA Olema Oncology, Inc. | 1.20M | $15.0M | 1.5% | +40.4% | 13F ↗ |
| 17 | ISRG Intuitive Surgical, Inc. | 37,100 | $14.8M | 1.5% | New | 13F ↗ |
| 18 | FLEX Flex Ltd. | 90,000 | $14.6M | 1.5% | -48.6% | 13F ↗ |
| 19 | CGNX Cognex Corporation | 200,000 | $14.5M | 1.5% | +8.1% | 13F ↗ |
| 20 | BFLY Butterfly Network, Inc. | 1.70M | $14.3M | 1.5% | New | 13F ↗ |
| 21 | GTX Garrett Motion Inc. | 375,000 | $13.6M | 1.4% | -46.4% | 13F ↗ |
| 22 | CYTK Cytokinetics, Incorporated | 157,100 | $13.4M | 1.4% | New | 13F ↗ |
| 23 | BKD Brookdale Senior Living Inc. | 800,000 | $12.9M | 1.3% | -5.9% | 13F ↗ |
| 24 | VSEC VSE Corporation | 52,500 | $12.0M | 1.2% | -12.5% | 13F ↗ |
| 25 | PWR Quanta Services, Inc. | 16,000 | $11.5M | 1.2% | New | 13F ↗ |
| 26 | ZVRA Zevra Therapeutics, Inc. | 775,000 | $11.1M | 1.1% | Unchanged | 13F ↗ |
| 27 | RAL Ralliant Corporation | 150,000 | $11.0M | 1.1% | -40.0% | 13F ↗ |
| 28 | FDX FedEx Corporation | 35,000 | $11.0M | 1.1% | New | 13F ↗ |
| 29 | HEI HEICO Corporation | 30,000 | $10.7M | 1.1% | -25.0% | 13F ↗ |
| 30 | Invesco Exch Traded Fd Tr II Solar Etf | 175,000 | $10.4M | 1.1% | New | 13F ↗ |
| 31 | AER AerCap Holdings N.V. | 70,000 | $10.2M | 1.0% | -22.2% | 13F ↗ |
| 32 | ITT ITT Inc. | 50,000 | $9.9M | 1.0% | New | 13F ↗ |
| 33 | BABA Alibaba Group Holding Limited · ADR | 100,000 | $9.6M | 1.0% | +11.1% | 13F ↗ |
| 34 | REAL The RealReal, Inc. | 813,000 | $9.6M | 1.0% | +103% | 13F ↗ |
| 35 | VICR Vicor Corporation | 25,000 | $9.5M | 1.0% | +25.0% | 13F ↗ |
| 36 | GE GE Aerospace | 25,000 | $9.3M | 1.0% | New | 13F ↗ |
| 37 | AHR American Healthcare REIT, Inc. | 175,000 | $9.1M | 0.9% | -41.7% | 13F ↗ |
| 38 | ENTG Entegris, Inc. | 50,000 | $9.0M | 0.9% | New | 13F ↗ |
| 39 | CR Crane Company | 40,000 | $8.9M | 0.9% | -33.3% | 13F ↗ |
| 40 | GCO Genesco Inc. | 244,000 | $8.2M | 0.8% | Unchanged | 13F ↗ |
| 41 | WWW Wolverine World Wide, Inc. | 485,000 | $8.0M | 0.8% | +11.2% | 13F ↗ |
| 42 | AIR AAR Corp. | 52,500 | $7.5M | 0.8% | -47.5% | 13F ↗ |
| 43 | DAR Darling Ingredients Inc. | 135,000 | $7.4M | 0.8% | -28.9% | 13F ↗ |
| 44 | DAL Delta Air Lines, Inc. | 77,000 | $7.2M | 0.7% | New | 13F ↗ |
| 45 | CRDO Credo Technology Group Holding Ltd | 21,500 | $5.8M | 0.6% | -66.9% | 13F ↗ |
| 46 | LION Lionsgate Studios Corp | 375,000 | $5.7M | 0.6% | New | 13F ↗ |
| 47 | WELL Welltower Inc. | 25,000 | $5.7M | 0.6% | -50.0% | 13F ↗ |
| 48 | ALDX Aldeyra Therapeutics, Inc. | 2.65M | $5.6M | 0.6% | +23.2% | 13F ↗ |
| 49 | FFIV F5, Inc. | 12,000 | $5.0M | 0.5% | New | 13F ↗ |
| 50 | IVA Inventiva S.A. · ADR | 1.27M | $4.8M | 0.5% | New | 13F ↗ |
Showing the top 50 of 57 positions. Premium lists every position, plus puts and calls.
Changes since Q1 2026
20 new, 11 added to, 16 trimmed, 15 exited, 10 unchanged. By estimated dollars.
New positions (20)
| GRAL GRAIL, Inc. | 340,000 | New | $23.2M |
| HIMS Hims & Hers Health, Inc. | 542,500 | New | $18.8M |
| FLNC Fluence Energy, Inc. | 900,000 | New | $17.9M |
| ILMN Illumina, Inc. | 97,800 | New | $17.2M |
| ISRG Intuitive Surgical, Inc. | 37,100 | New | $14.8M |
| BFLY Butterfly Network, Inc. | 1.70M | New | $14.3M |
| CYTK Cytokinetics, Incorporated | 157,100 | New | $13.4M |
| PWR Quanta Services, Inc. | 16,000 | New | $11.5M |
| FDX FedEx Corporation | 35,000 | New | $11.0M |
| Invesco Exch Traded Fd Tr II Solar Etf | 175,000 | New | $10.4M |
Added to (11)
| NVDA NVIDIA Corporation | 240,000 | +20.0% | $8.0M |
| APG APi Group Corporation | 600,000 | +33.3% | $6.4M |
| TDY Teledyne Technologies Incorporated | 25,000 | +42.9% | $5.0M |
| REAL The RealReal, Inc. | 813,000 | +103% | $4.9M |
| OLMA Olema Oncology, Inc. | 1.20M | +40.4% | $4.3M |
| WRBY Warby Parker Inc. | 1.13M | +6.9% | $2.2M |
| VICR Vicor Corporation | 25,000 | +25.0% | $1.9M |
| CGNX Cognex Corporation | 200,000 | +8.1% | $1.1M |
| ALDX Aldeyra Therapeutics, Inc. | 2.65M | +23.2% | $1.1M |
| BABA Alibaba Group Holding Limited · ADR | 100,000 | +11.1% | $959.8K |
Trimmed (16)
| FLEX Flex Ltd. | 90,000 | -48.6% | -$13.8M |
| CRDO Credo Technology Group Holding Ltd | 21,500 | -66.9% | -$11.8M |
| GTX Garrett Motion Inc. | 375,000 | -46.4% | -$11.8M |
| RAL Ralliant Corporation | 150,000 | -40.0% | -$7.4M |
| AIR AAR Corp. | 52,500 | -47.5% | -$6.8M |
| AHR American Healthcare REIT, Inc. | 175,000 | -41.7% | -$6.5M |
| WELL Welltower Inc. | 25,000 | -50.0% | -$5.7M |
| CR Crane Company | 40,000 | -33.3% | -$4.5M |
| CART Maplebear Inc. | 380,000 | -19.1% | -$4.3M |
| HEI HEICO Corporation | 30,000 | -25.0% | -$3.6M |
Exited (15)
| Soleno Therapeutics Inc | 575,000 | Exited | -$19.3M |
| iShares Tr Gl Clean Ene Etf | 700,000 | Exited | -$12.8M |
| ICLR ICON plc | 105,300 | Exited | -$11.7M |
| SRAD Sportradar Group AG · Equities | 674,000 | Exited | -$11.3M |
| WAY Waystar Holding Corp. | 438,000 | Exited | -$10.6M |
| ACHC Acadia Healthcare Company, Inc. | 396,192 | Exited | -$9.3M |
| iShares Inc Msci Sth Kor Etf | 75,000 | Exited | -$9.2M |
| CNL Collective Mining Ltd. | 425,000 | Exited | -$7.5M |
| GXO GXO Logistics, Inc. | 125,000 | Exited | -$6.5M |
| AXON Axon Enterprise, Inc. | 14,500 | Exited | -$6.2M |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
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Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q2 2026.
Filings
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer