KINGDON CAPITAL MANAGEMENT, L.L.C.

PrivateCIK: 1000097
Location

NEW YORK, NY

65
Positions
$911.03M
Total AUM (reported)
27.54M
Total Shares

Allocation by class

TOTAL AUM$911.03M65 positions
COM$422.04M46.3%
TR UNIT$185.35M20.3%
SPONSORED ADS$26.50M2.9%
RUSSELL 2000 ETF$24.80M2.7%
SHS$24.00M2.6%
MSCI STH KOR ETF$23.99M2.6%
CL A COM$22.20M2.4%

Portfolio Concentration

Top 330.6%4–1017.6%11–2522.4%Rest29.5%TOP 1048.2%0%100%
Top 3$278.63M30.6%
4–10$160.06M17.6%
11–25$203.97M22.4%
Rest$268.37M29.5%

Top 3 weight

30.6%

Top 10 weight

48.2%

Voting Authority Distribution

Total shares with voting rights: 27.54M

Sole

Full voting authority

27.54M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole0
Shared0
Other65
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings65
Rows:

STATE STR SPDR S&P 500 ETF T

DFND
TR UNIT
Shares285K
TypeSH
Market value$185.35M
20.34%
Sole
285K
Shared
0.00
None
0.00

SYNDAX PHARMACEUTICALS INC

DFND
COM
Shares2.50M
TypeSH
Market value$58.40M
6.41%
Sole
2.50M
Shared
0.00
None
0.00

NVIDIA CORPORATION

DFND
COM
Shares200K
TypeSH
Market value$34.88M
3.83%
Sole
200K
Shared
0.00
None
0.00

NEXGEN ENERGY LTD

DFND
COM
Shares2.50M
TypeSH
Market value$29.00M
3.18%
Sole
2.50M
Shared
0.00
None
0.00

ISHARES TR

DFND
RUSSELL 2000 ETF
Shares100K
TypeSH
Market value$24.80M
2.72%
Sole
100K
Shared
0.00
None
0.00

ISHARES INC

DFND
MSCI STH KOR ETF
Shares195K
TypeSH
Market value$23.99M
2.63%
Sole
195K
Shared
0.00
None
0.00

KEYSIGHT TECHNOLOGIES INC

DFND
COM
Shares80K
TypeSH
Market value$22.59M
2.48%
Sole
80K
Shared
0.00
None
0.00

WARBY PARKER INC

DFND
CL A COM
Shares1.05M
TypeSH
Market value$22.20M
2.44%
Sole
1.05M
Shared
0.00
None
0.00

SOLENO THERAPEUTICS INC

DFND
COM
Shares575K
TypeSH
Market value$19.25M
2.11%
Sole
575K
Shared
0.00
None
0.00

API GROUP CORP

DFND
COM STK
Shares450K
TypeSH
Market value$18.23M
2.00%
Sole
450K
Shared
0.00
None
0.00

MAPLEBEAR INC

DFND
COM
Shares470K
TypeSH
Market value$17.61M
1.93%
Sole
470K
Shared
0.00
None
0.00

HOWMET AEROSPACE INC

DFND
COM
Shares70K
TypeSH
Market value$16.13M
1.77%
Sole
70K
Shared
0.00
None
0.00

ISHARES TR

DFND
MSCI USA MMENTM
Shares65K
TypeSH
Market value$15.60M
1.71%
Sole
65K
Shared
0.00
None
0.00

TAIWAN SEMICONDUCTOR MANUFAC

DFND
SPONSORED ADS
Shares45K
TypeSH
Market value$15.21M
1.67%
Sole
45K
Shared
0.00
None
0.00

EVERUS CONSTR GROUP

DFND
COM
Shares125K
TypeSH
Market value$14.76M
1.62%
Sole
125K
Shared
0.00
None
0.00

AMERICAN HEALTHCARE REIT INC

DFND
COM SHS
Shares300K
TypeSH
Market value$14.15M
1.55%
Sole
300K
Shared
0.00
None
0.00

VANECK ETF TRUST

DFND
SEMICONDUCTR ETF
Shares35K
TypeSH
Market value$13.42M
1.47%
Sole
35K
Shared
0.00
None
0.00

ISHARES TR

DFND
GL CLEAN ENE ETF
Shares700K
TypeSH
Market value$12.80M
1.41%
Sole
700K
Shared
0.00
None
0.00

OLEMA PHARMACEUTICALS INC

DFND
COM
Shares855K
TypeSH
Market value$12.75M
1.40%
Sole
855K
Shared
0.00
None
0.00

GARRETT MOTION INC

DFND
COM
Shares700K
TypeSH
Market value$12.72M
1.40%
Sole
700K
Shared
0.00
None
0.00

AERCAP HOLDINGS NV

DFND
SHS
Shares90K
TypeSH
Market value$12.35M
1.36%
Sole
90K
Shared
0.00
None
0.00

DARLING INGREDIENTS INC

DFND
COM
Shares190K
TypeSH
Market value$11.75M
1.29%
Sole
190K
Shared
0.00
None
0.00

ICON PLC

DFND
SHS
Shares105.30K
TypeSH
Market value$11.65M
1.28%
Sole
105.30K
Shared
0.00
None
0.00

BROOKDALE SR LIVING INC

DFND
COM
Shares850K
TypeSH
Market value$11.63M
1.28%
Sole
850K
Shared
0.00
None
0.00

FLEXTRONICS INTL LTD

DFND
ORD
Shares175K
TypeSH
Market value$11.46M
1.26%
Sole
175K
Shared
0.00
None
0.00
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