KINGDON CAPITAL MANAGEMENT, L.L.C.
Top Portfolio Positions
59 positions ·
$810,545,785 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
285,000 | $185,346,900 | 22.87% |
| SNDX |
Syndax Pharmaceuticals Inc
Healthcare
|
2,500,000 | $58,400,000 | 7.21% |
| NVDA |
Nvidia Corp
Technology
|
200,000 | $34,880,000 | 4.30% |
| NXE |
NexGen Energy Ltd.
Energy
|
2,500,000 | $29,000,000 | 3.58% |
| KEYS |
Keysight Technologies, Inc.
Technology
|
80,000 | $22,589,600 | 2.79% |
| WRBY |
Warby Parker Inc.
Healthcare
|
1,053,644 | $22,200,279 | 2.74% |
| SLNO |
Soleno Therapeutics Inc
Healthcare
|
575,000 | $19,251,000 | 2.38% |
| APG |
APi Group Corp
Industrials
|
450,000 | $18,234,000 | 2.25% |
| CART |
Maplebear Inc.
Consumer Cyclical
|
470,000 | $17,606,200 | 2.17% |
| HWM |
Howmet Aerospace Inc.
Industrials
|
70,000 | $16,132,200 | 1.99% |
Portfolio Trend
Holdings in NXE
Shares Held
Position Value (USD)
10 of 10 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $29,000,000 | 2,500,000 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $23,000,000 | 2,500,000 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $19,491,641 | 2,177,837 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $13,726,188 | 1,977,837 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $8,431,488 | 1,877,837 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $11,733,724 | 1,777,837 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $11,609,275 | 1,777,837 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $8,221,302 | 1,177,837 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $9,151,793 | 1,177,837 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $7,000,000 | 1,000,000 | Shares | Defined | 2024-03-18 | |
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