KINGDON CAPITAL MANAGEMENT, L.L.C.
13F filer · CIK 1000097 · New York, NY
Summary
KINGDON CAPITAL MANAGEMENT, L.L.C. reported $976.17M across 74 positions in its 13F for 2026 Q2, filed Aug 14, 2026. The largest holdings are SNDX (5.6%), NVDA (4.9%), WRBY (3.5%). Versus 2026 Q1, leaving options aside, it opened 20 new positions, added to 11, trimmed 16 and sold out of 15.
Reported value$976.17M
Positions74incl. options
Report period2026 Q2
FiledAug 14, 2026
New positions20
Added11
Trimmed16
Sold out15
Top 25 holdings
By reported value, options listed separately · change vs 2026 Q1
Weight 5.6%Value $54.65MPrice $18.24Shares 2.50MSince Jun 30 -16.58%
Weight 4.9%Value $48.02MPrice $227.21Shares 240K +20.00%Since Jun 30 +13.55%
Weight 3.5%Value $34.18MPrice $27.47Shares 1.13M +6.93%Since Jun 30 -9.46%
Weight 2.6%Value $25.41MPrice $38.75Shares 600K +33.33%Since Jun 30 -8.50%
Weight 2.5%Value $24.50MPrice $360.65Shares 70K -12.50%Since Jun 30 +3.02%
Weight 2.4%Value $23.48MPrice $9.03Shares 2.50MSince Jun 30 -3.83%
Weight 2.4%Value $23.21MPrice $136.57Shares 340KSince Jun 30 +100.04%
Weight 2.2%Value $21.49MPrice $456.94Shares 45KSince Jun 30 -4.32%
Weight 2.1%Value $20.74MPrice $117.80Shares 125KSince Jun 30 -29.01%
Weight 1.9%Value $18.81MPrice $28.70Shares 543KSince Jun 30 -17.22%
Weight 1.8%Value $17.99MPrice $43.49Shares 380K -19.15%Since Jun 30 -8.15%
Weight 1.8%Value $17.89MPrice $7.82Shares 900KSince Jun 30 -60.66%
Weight 1.8%Value $17.20MPrice $272.00Shares 98KSince Jun 30 +54.69%
Weight 1.7%Value $16.67MPrice $605.59Shares 25K +42.86%Since Jun 30 -9.19%
Weight 1.7%Value $16.13MPrice $230.94Shares 60K -14.29%Since Jun 30 -14.10%
Weight 1.5%Value $15.01MPrice $8.54Shares 1.20M +40.35%Since Jun 30 -31.73%
Weight 1.5%Value $14.75MPrice $412.18Shares 37KSince Jun 30 +3.65%
Weight 1.5%Value $14.59MPrice $113.83Shares 90K -48.57%Since Jun 30 -29.76%
Weight 1.5%Value $14.48MPrice $59.67Shares 200K +8.11%Since Jun 30 -17.61%
Weight 1.5%Value $14.31MPrice $9.10Shares 1.70MSince Jun 30 +8.08%
Weight 1.4%Value $13.59MPrice $26.24Shares 375K -46.43%Since Jun 30 -27.57%
Weight 1.4%Value $13.38MPrice $65.64Shares 157KSince Jun 30 -22.95%
Weight 1.3%Value $12.87MPrice $10.98Shares 800K -5.88%Since Jun 30 -31.76%
Weight 1.2%Value $12.00MPrice $171.59Shares 53K -12.50%Since Jun 30 -24.91%
Weight 1.2%Value $11.52MPrice $651.79Shares 16KSince Jun 30 -9.48%
| Stock | Weight | Value | Since Jun 30 | Shares change | Action |
|---|---|---|---|---|---|
| 5.6% | $54.65M | -16.58% | — | Hold | |
| 4.9% | $48.02M | +13.55% | +20.00% | Add | |
| 3.5% | $34.18M | -9.46% | +6.93% | Add | |
| 2.6% | $25.41M | -8.50% | +33.33% | Add | |
| 2.5% | $24.50M | +3.02% | -12.50% | Trim | |
| 2.4% | $23.48M | -3.83% | — | Hold | |
| 2.4% | $23.21M | +100.04% | — | New | |
| 2.2% | $21.49M | -4.32% | — | Hold | |
| 2.1% | $20.74M | -29.01% | — | Hold | |
| 1.9% | $18.81M | -17.22% | — | New | |
| 1.8% | $17.99M | -8.15% | -19.15% | Trim | |
| 1.8% | $17.89M | -60.66% | — | New | |
| 1.8% | $17.20M | +54.69% | — | New | |
| 1.7% | $16.67M | -9.19% | +42.86% | Add | |
| 1.7% | $16.13M | -14.10% | -14.29% | Trim | |
| 1.5% | $15.01M | -31.73% | +40.35% | Add | |
| 1.5% | $14.75M | +3.65% | — | New | |
| 1.5% | $14.59M | -29.76% | -48.57% | Trim | |
| 1.5% | $14.48M | -17.61% | +8.11% | Add | |
| 1.5% | $14.31M | +8.08% | — | New | |
| 1.4% | $13.59M | -27.57% | -46.43% | Trim | |
| 1.4% | $13.38M | -22.95% | — | New | |
| 1.3% | $12.87M | -31.76% | -5.88% | Trim | |
| 1.2% | $12.00M | -24.91% | -12.50% | Trim | |
| 1.2% | $11.52M | -9.48% | — | New |
Weight is the share of the reported 13F value, including options at notional value. “Since Jun 30” compares the latest close with the quarter-end price implied by the filing (value ÷ shares).
Largest buys in 2026 Q2
Largest sells in 2026 Q2
Options
Notional value, listed apart from stocks · top 10 of 17
Source: SEC Form 13F, values as reported by the filer. Filings lag up to 45 days after quarter end and cover only certain long positions. Research only, not investment advice.