KINGDON CAPITAL MANAGEMENT, L.L.C. Information

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

Report Date: 03/31/2014

Position Statistics

Total Positions 196
New Positions 62
Increased Positions 91
Decreased Positions 96
Positions with Activity 187
Sold Out Positions 57
Total Mkt Value (in $ millions) 1,431

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

Sector Weighting

Basic Materials 0.32%
Capital Goods 5.56%
Conglomerates 0.1%
Consumer Cyclical 3.49%
Consumer/Non-Cyclical 8.65%
Energy 11.2%
Financial 9.18%
Healthcare 17.63%
Services 16.75%
Technology 13.16%
Transportation 3.49%
Utilities 0%

187 Activity Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
HCA HOLDINGS INC COM 87,858 27,770 46.22 1,325,956
HOME DEPOT INC COM 63,740 63,740 New 779,600
CITIGROUP INC COM NEW 35,000 32,500 1,300 700,000
INTERCONTINENTAL EXCHANGE INC COM 34,312 7,843 29.63 175,000
CHENIERE ENERGY INC COM NEW 33,470 33,470 New 456,000
PLATFORM SPECIALTY PRODS CORP COM 29,934 29,934 New 1,210,445
DELTA AIR LINES INC DEL COM NEW 29,167 -18,833 (39.24) 770,800
NXP SEMICONDUCTORS N V COM 29,155 -17,113 (36.99) 460,000
AMERICAN AIRLS GROUP INC COM 28,902 17,037 143.59 730,766
NORTHSTAR RLTY FIN CORP COM NEW 27,721 27,721 New 1,675,000
SPDR SERIES TRUST S&P HOMEBUILD 27,018 27,018 New 900,000
FIDELITY NATIONAL FINANCIAL IN CL A 24,570 24,570 New 750,000
GAP INC DEL COM 24,277 24,277 New 593,570
PATTERSON UTI ENERGY INC COM 23,556 12,684 116.67 650,000
WEATHERFORD INTL PLC ORD SHS 23,210 23,210 New 1,000,000
CONSTELLIUM NV CL A 21,810 8,724 66.67 750,000
MCDONALDS CORP COM 21,589 21,589 New 225,000
LAUDER ESTEE COS INC CL A 21,538 13,220 158.93 290,000
ANACOR PHARMACEUTICALS INC COM 20,488 -7,256 (26.15) 1,219,519
AVIS BUDGET GROUP COM 20,258 -12,155 (37.5) 350,000