Stock Taper 
KINGDON CAPITAL MANAGEMENT, L.L.C.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Genesco Inc. | GCO | 244K | $8.24M |
 NVIDIA Corporation | NVDA | 240K | $48.02M |
 Cognex Corporation | CGNX | 200K | $14.48M |
 American Healthcare REIT, Inc. | AHR | 175K | $9.13M |
 Cytokinetics, Incorporated | CYTK | 157.1K | $13.38M |
 Ralliant Corp | RAL | 150K | $11.04M |
 Darling Ingredients Inc. | DAR | 135K | $7.37M |
 Everus Construction Group, Inc. | ECG | 125K | $20.74M |
 Alibaba Group Holding Limited | BABA | 100K | $9.6M |
 Illumina, Inc. | ILMN | 97.8K | $17.2M |
 Flex Ltd. | FLEX | 90K | $14.59M |
 Delta Air Lines, Inc. | DAL | 77K | $7.21M |
 AerCap Holdings N.V. | AER | 70K | $10.2M |
 Keysight Technologies, Inc. | KEYS | 70K | $24.5M |
 Howmet Aerospace Inc. | HWM | 60K | $16.13M |
 AAR Corp. | AIR | 52.5K | $7.5M |
 VSE Corporation | VSEC | 52.5K | $12M |
 Entegris, Inc. | ENTG | 50K | $8.99M |
 ITT Inc. | ITT | 50K | $9.89M |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 45K | $21.49M |