KINGDON CAPITAL MANAGEMENT, L.L.C. Information

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

Report Date: 06/30/2014

Position Statistics

Total Positions 202
New Positions 64
Increased Positions 109
Decreased Positions 81
Positions with Activity 190
Sold Out Positions 50
Total Mkt Value (in $ millions) 1,722

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

Sector Weighting

Basic Materials 1.22%
Capital Goods 4.43%
Conglomerates 0.73%
Consumer Cyclical 2.84%
Consumer/Non-Cyclical 8.4%
Energy 13.01%
Financial 6.54%
Healthcare 20.25%
Services 17.21%
Technology 14.95%
Transportation 1.39%
Utilities 0.53%

81 DECREASED Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
HOME DEPOT INC COM 55,218 -18,688 (25.29) 582,473
PLATFORM SPECIALTY PRODS CORP COM 24,003 -7,565 (23.96) 920,373
DELTA AIR LINES INC DEL COM NEW 20,500 -8,729 (29.87) 540,600
INTERCONTINENTAL EXCHANGE INC COM 20,314 -15,236 (42.86) 100,000
LAUDER ESTEE COS INC CL A 18,929 -2,598 (12.07) 255,000
AMERICAN AIRLS GROUP INC COM 18,074 -10,045 (35.72) 469,709
AVIS BUDGET GROUP COM 16,784 -1,574 (8.57) 320,000
SPDR SERIES TRUST S&P HOMEBUILD 15,345 -12,276 (44.44) 500,000
NXP SEMICONDUCTORS N V COM 15,082 -14,441 (48.91) 235,000
PATTERSON UTI ENERGY INC COM 13,421 -3,355 (20) 520,000
CONSTELLIUM NV CL A 13,206 -2,641 (16.67) 625,000
QLIK TECHNOLOGIES INC COM 12,310 -1,428 (10.39) 500,000
MEDIVATION INC COM 10,427 -6,461 (38.26) 104,900
NABORS INDUSTRIES LTD SHS 9,495 -1,899 (16.67) 500,000
AUSPEX PHARMACEUTICALS INC COM 8,201 -2,634 (24.31) 304,076
SYNAPTICS INC COM 7,327 -11,906 (61.91) 100,000
GAP INC DEL COM 7,242 -14,803 (67.15) 195,000
STARBUCKS CORP COM 7,110 -6,361 (47.22) 95,000
EAGLE MATERIALS INC COM 6,908 -5,526 (44.44) 75,000
U S SILICA HLDGS INC COM 6,077 -1,519 (20) 120,000


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