The Analysis of KINGDON CAPITAL MANAGEMENT, L.L.C.'s Holdings

Currently, KINGDON CAPITAL MANAGEMENT, L.L.C. holds 64 types of securities in its portfolio with a total value $638.2M. In the most recent quarter, they have increased their positions in MOH (+110.2K shares, valued at $21.1M), SLNO (+301.0K shares, valued at $20.3M), MSFT (+27.5K shares, valued at $14.2M); decreased their positions in WWW (-395.2K shares, valued at $10.8M), WDC (-70.0K shares, valued at $8.4M), CRH (-50.0K shares, valued at $6.0M); initiated new positions in MOH (+110.2K shares, valued at $21.1M), SLNO (+301.0K shares, valued at $20.3M), MSFT (+27.5K shares, valued at $14.2M).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SNDX SYNDAX PHARMACEUTICALS INC2.5M shares19.05%2025-09-302025-11-14

NVDA NVIDIA CORPORATION117.5K shares-13.92%2025-09-302025-11-14

MOH MOLINA HEALTHCARE INC110.2K sharesnew addition2025-09-302025-11-14

SLNO SOLENO THERAPEUTICS INC301.0K sharesnew addition2025-09-302025-11-14

EW EDWARDS LIFESCIENCES CORP251.4K shares175.36%2025-09-302025-11-14

NXE NEXGEN ENERGY LTD2.2M shares10.11%2025-09-302025-11-14

HUM HUMANA INC70.6K shares9.29%2025-09-302025-11-14

BLDR BUILDERS FIRSTSOURCE INC150.0K shares16.73%2025-09-302025-11-14

Sponsored

CRH CRH PLC150.0K shares-25.00%2025-09-302025-11-14

ECG EVERUS CONSTR GROUP200.0K shares0.00%2025-09-302025-11-14

CART MAPLEBEAR INC450.0K shares40.63%2025-09-302025-11-14

GMED GLOBUS MED INC257.6K shares51.56%2025-09-302025-11-14

MSFT MICROSOFT CORP27.5K sharesnew addition2025-09-302025-11-14

HEI HEICO CORP NEW40.0K shares0.00%2025-09-302025-11-14

SRAD SPORTRADAR GROUP AG474.0K shares18.50%2025-09-302025-11-14

LOAR LOAR HOLDINGS INC150.0K shares3.45%2025-09-302025-11-14

Sponsored

TSM TAIWAN SEMICONDUCTOR MFG LTD42.5K shares0.00%2025-09-302025-11-14

META META PLATFORMS INC16.0K sharesnew addition2025-09-302025-11-14

SKY CHAMPION HOMES INC150.0K sharesnew addition2025-09-302025-11-14

APG API GROUP CORP325.0K shares44.44%2025-09-302025-11-14

TAP MOLSON COORS BEVERAGE CO240.2K shares0.00%2025-09-302025-11-14

NXPI NXP SEMICONDUCTORS N V47.5K sharesnew addition2025-09-302025-11-14

EWY ISHARES INC135.0K shares-32.50%2025-09-302025-11-14

HWM HOWMET AEROSPACE INC55.0K sharesnew addition2025-09-302025-11-14

Sponsored

ETR ENTERGY CORP NEW115.0K sharesnew addition2025-09-302025-11-14

WELL WELLTOWER INC60.0K shares9.09%2025-09-302025-11-14

WMT WALMART INC100.0K shares0.00%2025-09-302025-11-14

FLEX FLEX LTD175.0K shares-27.08%2025-09-302025-11-14

WRBY WARBY PARKER INC350.0K sharesnew addition2025-09-302025-11-14

RAL RALLIANT CORP220.0K sharesnew addition2025-09-302025-11-14

CW CURTISS WRIGHT CORP17.5K shares0.00%2025-09-302025-11-14

PANW PALO ALTO NETWORKS INC45.0K sharesnew addition2025-09-302025-11-14

Sponsored

ULS UL SOLUTIONS INC125.0K shares8.70%2025-09-302025-11-14

TDY TELEDYNE TECHNOLOGIES INC15.0K sharesnew addition2025-09-302025-11-14

MIR MIRION TECHNOLOGIES INC375.0K shares-11.76%2025-09-302025-11-14

ICE INTERCONTINENTAL EXCHANGE IN50.0K sharesnew addition2025-09-302025-11-14

OLMA OLEMA PHARMACEUTICALS INC854.0K sharesnew addition2025-09-302025-11-14

FWONK LIBERTY MEDIA CORP DEL80.0K sharesnew addition2025-09-302025-11-14

HCI HCI GROUP INC42.5K shares21.43%2025-09-302025-11-14

CNM CORE & MAIN INC150.0K sharesnew addition2025-09-302025-11-14

Sponsored

GOOGL ALPHABET INC30.0K sharesnew addition2025-09-302025-11-14

PCT PURECYCLE TECHNOLOGIES INC553.0K shares12.63%2025-09-302025-11-14

WDC WESTERN DIGITAL CORP60.0K shares-53.85%2025-09-302025-11-14

AXON AXON ENTERPRISE INC10.0K sharesnew addition2025-09-302025-11-14

ALDX ALDEYRA THERAPEUTICS INC1.3M shares0.00%2025-09-302025-11-14

GLW CORNING INC80.0K sharesnew addition2025-09-302025-11-14

ITRI ITRON INC50.0K sharesnew addition2025-09-302025-11-14

ZVRA ZEVRA THERAPEUTICS INC650.0K shares44.44%2025-09-302025-11-14

Sponsored

TTEK TETRA TECH INC NEW175.0K shares-44.44%2025-09-302025-11-14

HD HOME DEPOT INC14.3K sharesnew addition2025-09-302025-11-14

LOW LOWES COS INC22.3K sharesnew addition2025-09-302025-11-14

KKR KKR & CO INC40.0K sharesnew addition2025-09-302025-11-14

ALC ALCON AG57.5K sharesnew addition2025-09-302025-11-14

BN BROOKFIELD CORP60.0K sharesnew addition2025-09-302025-11-14

WWW WOLVERINE WORLD WIDE INC129.5K shares-75.32%2025-09-302025-11-14

XFOR X4 PHARMACEUTICALS INC933.3K shares300.00%2025-09-302025-11-14

Sponsored

JSPR JASPER THERAPEUTICS INC1.3M shares93.49%2025-09-302025-11-14

GEG GREAT ELM GROUP INC1.2M shares-7.88%2025-09-302025-11-14

NB NIOCORP DEVS LTD314.5K shares0.00%2025-09-302025-11-14

SCYX SCYNEXIS INC2.2M shares0.00%2025-09-302025-11-14

NVNO ENVVENO MEDICAL CORPORATION1.4M shares58.19%2025-09-302025-11-14

CVNA CARVANA CO2.5K sharesnew addition2025-09-302025-11-14

PSN PARSONS CORP DEL10.0K sharesnew addition2025-09-302025-11-14

XAIR BEYOND AIR INC46.8K sharesnew addition2025-09-302025-11-14

Sponsored

Call Option Holdings

KKR Call CallKKR & CO INC125.0K shares-37.50%2025-09-302025-11-14

HCI Call CallHCI GROUP INC50.0K sharesnew addition2025-09-302025-11-14

ORCL Call CallORACLE CORP20.0K sharesnew addition2025-09-302025-11-14

IOT Call CallSAMSARA INC100.0K sharesnew addition2025-09-302025-11-14

MLTX Call CallMOONLAKE IMMUNOTHERAPEUTICS50.0K sharesnew addition2025-09-302025-11-14

Put Option Holdings

QQQ Put PutINVESCO QQQ TR85.0K sharesnew addition2025-09-302025-11-14

SMH Put PutVANECK ETF TRUST70.0K shares16.67%2025-09-302025-11-14

EWY Put PutISHARES INC190.0K sharesnew addition2025-09-302025-11-14

XLU Put PutSELECT SECTOR SPDR TR150.0K sharesnew addition2025-09-302025-11-14

BX Put PutBLACKSTONE INC60.0K sharesnew addition2025-09-302025-11-14

ITB Put PutISHARES TR75.0K sharesnew addition2025-09-302025-11-14

GEV Put PutGE VERNOVA INC10.0K sharesnew addition2025-09-302025-11-14

SYF Put PutSYNCHRONY FINANCIAL75.0K sharesnew addition2025-09-302025-11-14