account_balance
Investment manager · 13F filer · SEC CIK 1000097
Kingdon Capital Management, L.l.c.
Reported value$742Mas of Jun 30, 2026
Positions57 20 new, 15 sold out
Top 10 weight39.7%SNDX alone is 7%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
SNDXSyndax Pharmaceuticals Inc
7.4%
NVDANvidia Corporation
6.5%Added +20%
WRBYWarby Parker Inc
4.6%Added +7%
APGApi Group Corp
3.4%Added +33%
KEYSKeysight Technologies Inc
3.3%Trimmed −12%
NXENexgen Energy Ltd
3.2%
GRALGrail Inc
3.1%New
TSMTaiwan Semiconductor Manufac
2.9%
ECGEverus Constr Group
2.8%
HIMSHims & Hers Health Inc
2.5%New
CARTMaplebear Inc
2.4%Trimmed −19%
FLNCFluence Energy Inc
2.4%New
SNDXSyndax Pharmaceuticals Inc
7.4%
NVDANvidia Corporation
6.5%Added +20%
WRBY4.6%APG3.4%KEYS3.3%NXE3.2%GRAL3.1%TSM2.9%ECG2.8%HIMS2.5%CART2.4%FLNC2.4%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SNDX Syndax Pharmaceuticals Inc 7.4% HeldNVDA Nvidia Corporation 6.5% Added +20%WRBY Warby Parker Inc 4.6% Added +7%APG Api Group Corp 3.4% Added +33%KEYS Keysight Technologies Inc 3.3% Trimmed −12%NXE Nexgen Energy Ltd 3.2% HeldGRAL Grail Inc 3.1% NewTSM Taiwan Semiconductor Manufac 2.9% HeldECG Everus Constr Group 2.8% HeldHIMS Hims & Hers Health Inc 2.5% NewCART Maplebear Inc 2.4% Trimmed −19%FLNC Fluence Energy Inc 2.4% New
What changed