EdgeMarket › What Kingdon Capital Management, L.L.C. reported owning
What Kingdon Capital Management, L.L.C. reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
911.0MPositions
67Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| SNDX Syndax Pharmaceuticals Inc | 58.4M | 6.4% | 2.5M | 19.65 | +24.8% |
| NVDA NVIDIA CORP | 34.9M | 3.8% | 200.0K | 214.72 | +22.4% |
| NXE NexGen Energy Ltd. | 29.0M | 3.2% | 2.5M | 10.86 | +68.1% |
| KEYS Keysight Technologies, Inc. | 22.6M | 2.5% | 80.0K | 316.13 | +99.4% |
| WRBY Warby Parker Inc. | 22.2M | 2.4% | 1.1M | 27.44 | +3.3% |
| unmapped CUSIP 834203309 | 19.3M | 2.1% | 575.0K | — | — |
| APG APi Group Corp | 18.2M | 2.0% | 450.0K | 41.16 | +16.2% |
| CART Maplebear Inc. | 17.6M | 1.9% | 470.0K | 49.83 | +9.5% |
| HWM Howmet Aerospace Inc. | 16.1M | 1.8% | 70.0K | 271.68 | +58.0% |
| TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | 15.2M | 1.7% | 45.0K | 418.95 | +83.3% |
| ECG Everus Construction Group, Inc. | 14.8M | 1.6% | 125.0K | 125.96 | +68.4% |
| AHR American Healthcare REIT, Inc. | 14.1M | 1.6% | 300.0K | 55.93 | +34.0% |
| ICLN iShares Global Clean Energy ETF | 12.8M | 1.4% | 700.0K | 17.59 | +22.2% |
| OLMA Olema Pharmaceuticals, Inc. | 12.7M | 1.4% | 855.0K | 10.69 | +96.1% |
| GTX Garrett Motion Inc. | 12.7M | 1.4% | 700.0K | 26.62 | +102.4% |
| AER AerCap Holdings N.V. | 12.3M | 1.4% | 90.0K | 146.29 | +26.4% |
| DAR DARLING INGREDIENTS INC. | 11.8M | 1.3% | 190.0K | 65.74 | +113.4% |
| ICLR ICON PLC | 11.7M | 1.3% | 105.3K | 172.23 | -4.4% |
| BKD Brookdale Senior Living Inc. | 11.6M | 1.3% | 850.0K | 11.80 | +61.4% |
| FLEX FLEX LTD. | 11.5M | 1.3% | 175.0K | 110.45 | +124.9% |
| BABA Alibaba Group Holding Ltd | 11.3M | 1.2% | 90.0K | 119.34 | -0.1% |
| SRAD Sportradar Group AG | 11.3M | 1.2% | 674.0K | 13.00 | -57.1% |
| VSEC VSE CORP | 11.1M | 1.2% | 60.0K | 217.58 | +36.2% |
| HEI HEICO CORP | 11.0M | 1.2% | 40.0K | 355.04 | +15.6% |
| AIR AAR CORP | 10.9M | 1.2% | 100.0K | 134.82 | +87.9% |
| TDY TELEDYNE TECHNOLOGIES INC | 10.6M | 1.2% | 17.5K | 636.15 | +17.4% |
| WAY Waystar Holding Corp. | 10.6M | 1.2% | 438.0K | 25.01 | -28.7% |
| RAL Ralliant Corp | 10.4M | 1.1% | 250.0K | 63.61 | +52.2% |
| CR Crane Co | 10.3M | 1.1% | 60.0K | 208.41 | +9.7% |
| WELL WELLTOWER INC. | 9.9M | 1.1% | 50.0K | 239.22 | +44.1% |
| ACHC Acadia Healthcare Company, Inc. | 9.3M | 1.0% | 396.2K | 27.82 | +30.6% |
| EWY iShares MSCI South Korea ETF | 9.2M | 1.0% | 75.0K | 178.34 | +149.9% |
| CGNX COGNEX CORP | 9.1M | 1.0% | 185.0K | 60.54 | +41.7% |
| CNL Collective Mining Ltd. | 7.5M | 0.8% | 425.0K | 15.69 | +48.0% |
| ZVRA ZEVRA THERAPEUTICS, INC. | 7.2M | 0.8% | 775.0K | 11.87 | +27.9% |
| WWW WOLVERINE WORLD WIDE INC /DE/ | 7.1M | 0.8% | 436.0K | 20.96 | -26.8% |
| GCO GENESCO INC | 7.1M | 0.8% | 244.0K | 35.07 | +36.9% |
| GXO GXO Logistics, Inc. | 6.5M | 0.7% | 125.0K | 45.72 | -12.6% |
| AXON AXON ENTERPRISE, INC. | 6.2M | 0.7% | 14.5K | 627.75 | -17.5% |
| CRDO Credo Technology Group Holding Ltd | 6.1M | 0.7% | 65.0K | 230.57 | +117.5% |
| FPS Forgent Power Solutions, Inc. | 5.9M | 0.6% | 200.0K | 33.18 | — |
| LOW LOWES COMPANIES INC | 5.0M | 0.6% | 21.2K | 216.09 | -16.0% |
| ALDX Aldeyra Therapeutics, Inc. | 3.6M | 0.4% | 2.2M | 1.52 | -73.0% |
| REAL TheRealReal, Inc. | 3.6M | 0.4% | 400.0K | 11.12 | +36.9% |
| VICR VICOR CORP | 3.2M | 0.4% | 20.0K | 200.54 | +331.4% |
| ELDN Eledon Pharmaceuticals, Inc. | 3.2M | 0.4% | 1.0M | 3.45 | +33.7% |
| TTEK TETRA TECH INC | 3.0M | 0.3% | 100.0K | 37.00 | +3.8% |
| ITRI ITRON, INC. | 2.2M | 0.2% | 25.0K | 100.03 | -19.8% |
| NB NIOCORP DEVELOPMENTS LTD | 2.0M | 0.2% | 450.0K | 4.64 | +15.7% |
| SCYX SCYNEXIS INC | 1.8M | 0.2% | 2.0M | 5.10 | -22.3% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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