KINGDON CAPITAL MANAGEMENT, L.L.C.
CIK 1000097
13F filing for Q2 2026・No. 2,626
- Holdings
- US$976.17M
- Quarter change
- +US$65.14M
- Entries
- 74
- Net bought (estimate)
- +US$82.2M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 20
- Sold out 15
- Cut 13
- Added 14
- Corporate actions 0
- Unchanged 10
Largest holdings
57 stocks worth US$741.63M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| SYNDAX PHARMACEUTICALS INCCOM | Unchanged | 2,500,000 | US$54.65M | 7.37% |
| NVDANvidiaCOM | Added | 240,000 | US$48.02M | 6.48% |
| WRBYWARBY PARKER INCCL A COM | Added | 1,126,644 | US$34.18M | 4.61% |
| APGAPI GROUP CORPCOM STK | Added | 600,000 | US$25.41M | 3.43% |
| KEYSKEYSIGHT TECHNOLOGIES INCCOM | Cut | 70,000 | US$24.5M | 3.30% |
| NXENEXGEN ENERGY LTDCOM | Unchanged | 2,500,000 | US$23.48M | 3.17% |
| GRAIL INCCOM | New | 340,000 | US$23.21M | 3.13% |
| TSMTSMC ADRSPONSORED ADS | Unchanged | 45,000 | US$21.49M | 2.90% |
| ECGEVERUS CONSTR GROUPCOM | Unchanged | 125,000 | US$20.74M | 2.80% |
| HIMSHIMS & HERS HEALTH INCCOM CL A | New | 542,500 | US$18.81M | 2.54% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.