Kingdon Capital Management, L.L.C. Top Holdings and 13F Report (2026) About Kingdon Capital Management, L.L.C.Investment ActivityKingdon Capital Management, L.L.C. has $911.03 million in total holdings as of March 31, 2026.Kingdon Capital Management, L.L.C. owns shares of 65 different stocks, but just 33 companies or ETFs make up 80% of its holdings.Approximately 52.72% of the portfolio was purchased this quarter.About 44.36% of the portfolio was sold this quarter.This quarter, Kingdon Capital Management, L.L.C. has purchased 62 new stocks and bought additional shares in 16 stocks.Kingdon Capital Management, L.L.C. sold shares of 11 stocks and completely divested from 29 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $185,346,900Syndax Pharmaceuticals $58,400,000NVIDIA $34,880,000NexGen Energy $29,000,000iShares Russell 2000 ETF $24,800,000 Largest New Holdings this Quarter 78462F103 - SPDR S&P 500 ETF Trust $185,346,900 Holding464287655 - iShares Russell 2000 ETF $24,800,000 Holding46432F396 - iShares MSCI USA Momentum Factor ETF $15,599,350 Holding464288224 - iShares Global Clean Energy ETF $12,803,000 Holding366505105 - GARRETT MOTION INC $12,719,000 Holding Largest Purchases this Quarter SPDR S&P 500 ETF Trust 285,000 shares (about $185.35M)iShares Russell 2000 ETF 100,000 shares (about $24.80M)iShares MSCI USA Momentum Factor ETF 65,000 shares (about $15.60M)iShares Global Clean Energy ETF 700,000 shares (about $12.80M)GARRETT MOTION INC 700,000 shares (about $12.72M) Largest Sales this Quarter Keysight Technologies 50,000 shares (about $14.12M)Alibaba Group 85,000 shares (about $10.66M)NVIDIA 60,000 shares (about $10.46M)EVERUS CONSTR GROUP 75,000 shares (about $8.85M)Teledyne Technologies 12,500 shares (about $7.56M) Sector Allocation Over TimeMap of 500 Largest Holdings ofKingdon Capital Management, L.L.C. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPYSPDR S&P 500 ETF Trust$185,346,900$185,346,900 â–²New Holding285,00020.3%FinanceSNDXSyndax Pharmaceuticals$58,400,000$3,504,000 â–²6.4%2,500,0006.4%MedicalNVDANVIDIA$34,880,000$10,464,000 â–¼-23.1%200,0003.8%Computer and TechnologyNXENexGen Energy$29,000,0000.0%2,500,0003.2%Basic MaterialsIWMiShares Russell 2000 ETF$24,800,000$24,800,000 â–²New Holding100,0002.7%FinanceEWYiShares MSCI South Korea ETF$23,986,950$615,050 â–²2.6%195,0002.6%ETFKEYSKeysight Technologies$22,589,600$14,118,500 â–¼-38.5%80,0002.5%Computer and TechnologyWRBYWarby Parker$22,200,2790.0%1,053,6442.4%Consumer StaplesSLNOSoleno Therapeutics$19,251,000$5,862,348 â–²43.8%575,0002.1%MedicalAPGAPi Group$18,234,000$3,039,000 â–²20.0%450,0002.0%Business ServicesMAPLEBEAR INC$17,606,200$2,996,800 â–²20.5%470,0001.9%COMHWMHowmet Aerospace$16,132,200$2,304,600 â–¼-12.5%70,0001.8%AerospaceMTUMiShares MSCI USA Momentum Factor ETF$15,599,350$15,599,350 â–²New Holding65,0001.7%ETFTSMTaiwan Semiconductor Manufacturing$15,207,750$1,689,750 â–²12.5%45,0001.7%Computer and TechnologyEVERUS CONSTR GROUP$14,757,500$8,854,500 â–¼-37.5%125,0001.6%COMAMERICAN HEALTHCARE REIT INC$14,148,000$4,716,000 â–²50.0%300,0001.6%COM SHSSMHVanEck Semiconductor ETF$13,419,000$5,751,000 â–¼-30.0%35,0001.5%ManufacturingICLNiShares Global Clean Energy ETF$12,803,000$12,803,000 â–²New Holding700,0001.4%ETFOLMAOlema Pharmaceuticals$12,748,050$1,470,126 â–¼-10.3%855,0001.4%MedicalGARRETT MOTION INC$12,719,000$12,719,000 â–²New Holding700,0001.4%COMAERAercap$12,346,200$12,346,200 â–²New Holding90,0001.4%TransportationDARDarling Ingredients$11,751,500$11,751,500 â–²New Holding190,0001.3%Consumer StaplesICLRIcon$11,652,498$6,053,102 â–²108.1%105,3001.3%MedicalBKDBrookdale Senior Living$11,628,000$11,628,000 â–²New Holding850,0001.3%MedicalFLEXFlex$11,455,500$5,236,800 â–²84.2%175,0001.3%Computer and TechnologyBABAAlibaba Group$11,291,400$10,664,100 â–¼-48.6%90,0001.2%Retail/WholesaleSRADSportradar Group$11,282,7600.0%674,0001.2%Consumer DiscretionaryVSECVSE$11,064,000$11,064,000 â–²New Holding60,0001.2%ConstructionHEIHeico$10,968,0000.0%40,0001.2%AerospaceAIRAAR$10,946,000$6,567,600 â–²150.0%100,0001.2%AerospaceTDYTeledyne Technologies$10,587,675$7,562,625 â–¼-41.7%17,5001.2%AerospaceWAYSTAR HLDG CORP$10,560,180$565,404 â–²5.7%438,0001.2%COMRALLIANT CORP$10,397,500$1,247,700 â–²13.6%250,0001.1%COMHOODRobinhood Markets$10,395,000$10,395,000 â–²New Holding150,0001.1%FinanceCRCrane$10,260,000$10,260,000 â–²New Holding60,0001.1%IndustrialsWELLWelltower$9,885,5000.0%50,0001.1%FinanceXLFFinancial Select Sector SPDR Fund$9,874,000$9,874,000 â–²New Holding200,0001.1%ETFVICRVicor$9,660,000$9,660,000 â–²New Holding60,0001.1%Computer and TechnologyACHCAcadia Healthcare$9,266,931$9,266,931 â–²New Holding396,1921.0%MedicalCGNXCognex$9,063,150$9,063,150 â–²New Holding185,0001.0%Computer and TechnologyGEGE Aerospace$8,513,100$8,513,100 â–²New Holding30,0000.9%AerospaceCOLLECTIVE MINING LTD$7,484,250$7,484,250 â–²New Holding425,0000.8%COMZVRAZevra Therapeutics$7,223,000$1,770,157 â–²32.5%775,0000.8%MedicalNUNU$7,185,000$7,185,000 â–²New Holding500,0000.8%FinanceWWWWolverine World Wide$7,115,520$3,614,880 â–¼-33.7%436,0000.8%Consumer DiscretionaryGCOGenesco$7,073,560$7,073,560 â–²New Holding244,0000.8%Retail/WholesaleGXOGXO Logistics$6,481,250$6,481,250 â–²New Holding125,0000.7%TransportationAXONAxon Enterprise$6,158,005$424,690 â–²7.4%14,5000.7%AerospaceCRDOCredo Technology Group$6,101,550$6,101,550 â–²New Holding65,0000.7%Computer and TechnologyTVTXTravere Therapeutics$5,942,000$5,942,000 â–²New Holding200,0000.7%MedicalFORGENT POWER SOLUTIONS INC$5,854,000$5,854,000 â–²New Holding200,0000.6%COM SHS CL ALOWLowe's Companies$5,020,950$5,020,950 â–²New Holding21,2500.6%Retail/WholesaleETORO GROUP LTD$4,504,500$4,504,500 â–²New Holding150,0000.5%SHS CL ANOWServiceNow$3,659,250$3,659,250 â–²New Holding35,0000.4%Computer and TechnologyALDXAldeyra Therapeutics$3,637,412$510,912 â–²16.3%2,152,3150.4%MedicalREALRealReal$3,632,000$3,632,000 â–²New Holding400,0000.4%Consumer DiscretionaryELDNEledon Pharmaceuticals$3,200,9670.0%1,039,2750.4%MedicalTTEKTetra Tech$3,012,000$1,506,000 â–¼-33.3%100,0000.3%IndustrialsCOMPCompass$2,924,000$2,924,000 â–²New Holding400,0000.3%Computer and TechnologyITRIItron$2,240,750$2,240,750 â–¼-50.0%25,0000.2%Computer and TechnologyNBNioCorp Developments$2,007,000$604,486 â–²43.1%450,0000.2%Basic MaterialsSCYXSCYNEXIS$1,817,746$1,817,746 â–²New Holding1,982,4910.2%MedicalJASPER THERAPEUTICS INC$1,184,715$1,184,715 â–²New Holding1,352,1060.1%COM NEWALITAlight$524,430$524,430 â–²New Holding900,0000.1%Computer and TechnologyENVVENO MEDICAL CORPORATION$366,362$366,362 â–²New Holding36,1660.0%COM NEWSLViShares Silver Trust$0$54,757,000 â–¼-100.0%00.0%ETFAMDAdvanced Micro Devices$0$28,376,200 â–¼-100.0%00.0%Computer and TechnologyBACBank of America$0$25,575,000 â–¼-100.0%00.0%FinanceTANInvesco Solar ETF$0$22,104,000 â–¼-100.0%00.0%ETFCRH PLC$0$18,720,000 â–¼-100.0%00.0%ORDKKRKKR & Co. Inc.$0$15,935,000 â–¼-100.0%00.0%FinanceFWONKLiberty Media Corporation - Liberty Formula One Series C$0$13,791,400 â–¼-100.0%00.0%Consumer DiscretionaryGOOGLAlphabet$0$11,737,500 â–¼-100.0%00.0%Computer and TechnologyTAPMolson Coors Beverage$0$11,212,536 â–¼-100.0%00.0%Consumer StaplesWALMART INC$0$11,141,000 â–¼-100.0%00.0%COMUPSTUpstart$0$10,932,500 â–¼-100.0%00.0%FinanceCARRCarrier Global$0$10,568,000 â–¼-100.0%00.0%ConstructionLOAR HOLDINGS INC$0$10,200,000 â–¼-100.0%00.0%COM SHSUL SOLUTIONS INC$0$9,857,500 â–¼-100.0%00.0%CLASS A COM SHSNXPINXP Semiconductors$0$9,767,700 â–¼-100.0%00.0%Computer and TechnologyHCIHCI Group$0$8,626,050 â–¼-100.0%00.0%FinanceILMNIllumina$0$8,223,732 â–¼-100.0%00.0%MedicalRDNTRadNet$0$7,848,500 â–¼-100.0%00.0%MedicalALCAlcon$0$6,973,109 â–¼-100.0%00.0%MedicalUSFDUS Foods$0$6,402,200 â–¼-100.0%00.0%Consumer StaplesHIMSHims & Hers Health$0$5,519,900 â–¼-100.0%00.0%MedicalPERIMETER SOLUTIONS INC$0$5,506,000 â–¼-100.0%00.0%COMMON STOCKWDCWestern Digital$0$5,168,100 â–¼-100.0%00.0%Computer and TechnologyOKTAOkta$0$4,755,850 â–¼-100.0%00.0%Computer and TechnologyCCBCoastal Financial$0$4,583,600 â–¼-100.0%00.0%FinanceCWCurtiss-Wright$0$3,858,890 â–¼-100.0%00.0%AerospacePURECYCLE TECHNOLOGIES INC$0$1,718,000 â–¼-100.0%00.0%COMINFYInfosys$0$1,274,130 â–¼-100.0%00.0%Computer and TechnologyNVNOenVVeno Medical$0$406,083 â–¼-100.0%00.0%MedicalShowing largest 100 holdings. 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