KINGDON CAPITAL MANAGEMENT, L.L.C. Information

157 WEST 57TH STREET 50TH FLOOR, NEW YORK, New York, 10019, (212) 333-0100

Report Date: 09/30/2014

Position Statistics

Total Positions 190
New Positions 38
Increased Positions 76
Decreased Positions 102
Positions with Activity 178
Sold Out Positions 62
Total Mkt Value (in $ millions) 1,559

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 2.18%
Capital Goods 4.44%
Conglomerates 0.47%
Consumer Cyclical 1.12%
Consumer/Non-Cyclical 10.21%
Energy 7.21%
Financial 3.43%
Healthcare 24.79%
Services 11.8%
Technology 20.53%
Transportation 2.7%
Utilities 0%

178 Activity Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
HCA HOLDINGS INC COM 119,690 -7,818 (6.13) 1,748,068
LOWES COS INC COM 45,837 18,951 70.49 724,580
WEATHERFORD INTL PLC ORD SHS 43,013 1,813 4.40 2,610,000
ALLERGAN INC COM 41,546 41,546 New 198,700
COCA COLA ENTERPRISES INC NEW COM 37,053 33,118 841.68 847,508
PALO ALTO NETWORKS INC COM 36,492 10,893 42.55 335,000
CBRE GROUP INC CL A 33,490 28,467 566.67 1,000,000
MICRON TECHNOLOGY INC COM 32,448 -22,432 (40.88) 946,000
BRINKER INTL INC COM 30,470 30,470 New 560,000
ANACOR PHARMACEUTICALS INC COM 29,902 -13,797 (31.57) 927,754
TYSON FOODS INC CL A 28,526 19,862 229.27 675,000
LAM RESEARCH CORP COM 27,921 14,865 113.86 355,000
SUNEDISON INC COM 26,289 26,289 New 1,150,000
HORIZON PHARMA PLC SHS 25,621 1,092 4.45 2,147,604
QLIK TECHNOLOGIES INC COM 25,594 10,539 70 850,000
CEMEX SAB DE CV SPON ADR NEW 24,770 2,851 13.01 1,955,000
JINKOSOLAR HLDG CO LTD SPONSORED ADR 23,409 23,409 New 933,000
MGIC INVT CORP WIS COM 23,050 12,447 117.39 2,500,000
VANDA PHARMACEUTICALS INC COM 22,709 815 3.72 1,805,180
NEWFIELD EXPL CO COM 22,231 -19,913 (47.25) 633,000


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