Institutional Fund
Kingdon Capital Management, L.L.C.
New York, NYCIK 10000975 filings on record
Portfolio Value
$597.14M
Q1 2026
Holdings
52
Reported positions
New Buys
20
Opened this quarter
QoQ Change
-8.6%
from $653.47M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Syndax Pharmaceuticals Inc9.8%
- Nvidia Corporation5.8%
- Nexgen Energy Ltd4.9%
- Keysight Technologies Inc3.8%
- Warby Parker Inc3.7%
- Soleno Therapeutics Inc3.2%
- Other68.8%
Portfolio Holdings
52 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Syndax Pharmaceuticals Inc | 2.50M | $58.40M | 9.8% | +150.0K | Added |
| 2 | Nvidia Corporation | 200.0K | $34.88M | 5.8% | +55.0K | Added |
| 3 | Nexgen Energy Ltd | 2.50M | $29.00M | 4.9% | 0 | Held |
| 4 | Keysight Technologies Inc | 80.0K | $22.59M | 3.8% | −50.0K | Reduced |
| 5 | Warby Parker Inc | 1.05M | $22.20M | 3.7% | 0 | Held |
| 6 | Soleno Therapeutics Inc | 575.0K | $19.25M | 3.2% | +175.1K | Added |
| 7 | Api Group Corp | 450.0K | $18.23M | 3.1% | +75.0K | Added |
| 8 | Maplebear Inc | 470.0K | $17.61M | 2.9% | +80.0K | Added |
| 9 | Howmet Aerospace Inc | 70.0K | $16.13M | 2.7% | −10.0K | Reduced |
| 10 | Taiwan Semiconductor Mfg Ltd | 45.0K | $15.21M | 2.5% | +5.0K | Added |
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