KINGDON CAPITAL MANAGEMENT, L.L.C.
Top Portfolio Positions
59 positions ·
$820,876,046 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
285,000 | $185,346,900 | 22.58% | |
| SNDX |
Syndax Pharmaceuticals Inc
Healthcare
|
2,500,000 | $58,400,000 | 7.11% | |
| NVDA |
Nvidia Corp
Technology
|
200,000 | $34,880,000 | 4.25% | |
| NXE |
NexGen Energy Ltd.
Energy
|
2,500,000 | $29,000,000 | 3.53% | |
| KEYS |
Keysight Technologies, Inc.
Technology
|
80,000 | $22,589,600 | 2.75% | |
| WRBY |
Warby Parker Inc.
Healthcare
|
1,053,644 | $22,200,279 | 2.70% | |
| SLNO |
Soleno Therapeutics Inc
Healthcare
|
575,000 | $19,251,000 | 2.35% | |
| APG |
APi Group Corp
Industrials
|
450,000 | $18,234,000 | 2.22% | |
| CART |
Maplebear Inc.
Consumer Cyclical
|
470,000 | $17,606,200 | 2.14% | |
| HWM |
Howmet Aerospace Inc.
Industrials
|
70,000 | $16,132,200 | 1.97% |
Portfolio Trend
25 quarters · across all stocks
Holdings in CART
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $17,606,200 | 470,000 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $17,542,200 | 390,000 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $16,542,000 | 450,000 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $14,476,800 | 320,000 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $13,163,700 | 330,000 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $13,254,400 | 320,000 | Shares | Defined | 2025-02-14 | |
| No 13F history on record for this holder in this stock. | ||||||