Kingdon Capital Management, L.l.c.
Kingdon Capital Management, L.l.c. reported 57 stocks worth $742M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are SNDX (7.4%), NVDA (6.5%) and WRBY (4.6%). Compared with Q1 2026, the fund opened new positions in GRAL, HIMS and FLNC, added to NVDA, WRBY and APG, trimmed KEYS, CART and HWM and sold out of ICLN, ICLR and SRAD.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SNDX Syndax Pharmaceuticals Inc | $54.6M | 7.4% | 2.5M | No change | 8 of 8 | |
| 2 |  NVDA Nvidia Corporation | $48M | 6.5% | 240K | +40K (+20%) | 6 of 8 | |
| 3 |  WRBY Warby Parker Inc | $34.2M | 4.6% | 1.1M | +73K (+7%) | 4 of 8 | |
| 4 |  APG Api Group | $25.4M | 3.4% | 600K | +150K (+33%) | 7 of 8 | |
| 5 |  KEYS Keysight Technologies | $24.5M | 3.3% | 70K | −10K (−13%) | 3 of 8 | |
| 6 |  NXE Nexgen Energy Ltd | $23.5M | 3.2% | 2.5M | No change | 8 of 8 | |
| 7 |  GRAL Grail Inc | $23.2M | 3.1% | 340K | New position | 1 of 8 | |
| 8 |  TSM Taiwan Semiconductor Mfg Ltd | $21.5M | 2.9% | 45K | No change | 8 of 8 | |
| 9 |  ECG Everus Constr Group | $20.7M | 2.8% | 125K | No change | 7 of 8 | |
| 10 |  HIMS Hims & Hers Health Inc | $18.8M | 2.5% | 543K | New position | 2 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
SOLENO THERAPEUTICS INC | $19.3M | 575K |
 ICLN Ishares TR | $12.8M | 700K |
 ICLR Icon PLC | $11.7M | 105K |
 SRAD Sportradar Group AG | $11.3M | 674K |
 WAY Waystar Hldg Corp | $10.6M | 438K |
🔒 Free account: see all 15.
Options
valued at the underlying shares| Stock | Type | Value | Shares | Change |
|---|---|---|---|---|
 SOXX Ishares Semiconductor | Put | $83.3M | 130K | +130,000 |
 EWY Ishares Inc | Put | $23.2M | 115K | −5,000 |
 QQQ Invesco Qqq TR | Put | $22.1M | 30K | +30,000 |
 KRE Spdr Series Trust | Call | $18.7M | 250K | +250,000 |
 IWM Ishares TR | Put | $15M | 50K | −50,000 |
🔒 Free account: see all 17.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 14, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Kingdon Capital Management, L.l.c. 13F FAQ
What does Kingdon Capital Management, L.l.c. own?
Kingdon Capital Management, L.l.c. reported 57 stocks worth $742M in its 13F filing for Q2 2026, filed Aug 14, 2026. The table above lists every position in the filing (the top 10 without an account).
What did Kingdon Capital Management, L.l.c. buy and sell in Q2 2026?
Compared with Q1 2026: 20 new positions, 11 added to, 16 trimmed and 15 sold out. New positions include GRAL, HIMS and FLNC. It sold all of ICLN, ICLR and SRAD.
When will Kingdon Capital Management, L.l.c. file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Kingdon Capital Management, L.l.c.'s portfolio worth?
The Q2 2026 filing reports $742M in US stocks ($976M including options). That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.