KINGDON CAPITAL MANAGEMENT, L.L.C.

CIK
0001000097
City
NEW YORK
State / Country
NY

Top Portfolio Positions

52 positions · $691,116,931 total · as of Dec 31, 2025
Ticker Company Shares Value (USD) % of Portfolio
SLV
iShares Silver Trust
850,000 $54,757,000 7.92%
SNDX
Syndax Pharmaceuticals Inc
Healthcare
2,350,000 $49,373,500 7.14%
NVDA
Nvidia Corp
Technology
260,000 $48,490,000 7.02%
AMD
Advanced Micro Devices Inc
Technology
132,500 $28,376,200 4.11%
BABA
Alibaba Group Holding Ltd
Consumer Cyclical
175,000 $25,651,500 3.71%
BAC
Bank Of America Corp /De/
Financial Services
465,000 $25,575,000 3.70%
OLMA
Olema Pharmaceuticals, Inc.
Healthcare
953,600 $23,840,000 3.45%
NXE
NexGen Energy Ltd.
Energy
2,500,000 $23,000,000 3.33%
WRBY
Warby Parker Inc.
Healthcare
1,053,644 $22,958,902 3.32%
CRH
Crh Public Ltd Co
Basic Materials
150,000 $18,720,000 2.71%

Portfolio Trend

35 quarters · across all stocks

Holdings in ALDX

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Shares Held

Position Value (USD)

4 of 4 shown
Report Date Value (USD) Shares
2025-12-31 $9,583,000 1,850,000
2025-09-30 $6,951,949 1,331,791
2025-06-30 $5,100,759 1,331,791
2025-03-31 $4,479,250 779,000