KINGDON CAPITAL MANAGEMENT, L.L.C.
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BN | 60K | $4.11M |
 | WELL | 60K | $10.69M |
 | ALC | 58K | $4.28M |
 | HWM | 55K | $10.79M |
 | ITRI | 50K | $6.23M |
 | ICE | 50K | $8.42M |
 | NXPI | 48K | $10.82M |
 | XAIR | 47K | $108.18K |
 | PANW | 45K | $9.16M |
 | TSM | 43K | $11.87M |
 | HCI | 43K | $8.16M |
 | HEI | 40K | $12.91M |
 | KKR | 40K | $5.20M |
 | GOOGL | 30K | $7.29M |
 | MSFT | 28K | $14.24M |
 | LOW | 22K | $5.59M |
 | CW | 18K | $9.50M |
 | META | 16K | $11.75M |
 | TDY | 15K | $8.79M |
 | HD | 14K | $5.79M |
Brookfield Corporation
BN
Shares Held
60K
Value
$4.11M
Welltower Inc.
WELL
Shares Held
60K
Value
$10.69M
Alcon Inc.
ALC
Shares Held
58K
Value
$4.28M
Howmet Aerospace Inc.
HWM
Shares Held
55K
Value
$10.79M
Itron, Inc.
ITRI
Shares Held
50K
Value
$6.23M
Intercontinental Exchange, Inc.
ICE
Shares Held
50K
Value
$8.42M
NXP Semiconductors N.V.
NXPI
Shares Held
48K
Value
$10.82M
Beyond Air, Inc.
XAIR
Shares Held
47K
Value
$108.18K
Palo Alto Networks, Inc.
PANW
Shares Held
45K
Value
$9.16M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
43K
Value
$11.87M
HCI Group, Inc.
HCI
Shares Held
43K
Value
$8.16M
HEICO Corporation
HEI
Shares Held
40K
Value
$12.91M
KKR & Co. Inc.
KKR
Shares Held
40K
Value
$5.20M
Alphabet Inc.
GOOGL
Shares Held
30K
Value
$7.29M
Microsoft Corporation
MSFT
Shares Held
28K
Value
$14.24M
Lowe's Companies, Inc.
LOW
Shares Held
22K
Value
$5.59M
Curtiss-Wright Corporation
CW
Shares Held
18K
Value
$9.50M
Meta Platforms, Inc.
META
Shares Held
16K
Value
$11.75M
Teledyne Technologies Incorporated
TDY
Shares Held
15K
Value
$8.79M
The Home Depot, Inc.
HD
Shares Held
14K
Value
$5.79M