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 203
New Positions 65
Increased Positions 110
Decreased Positions 81
Positions with Activity 191
Sold Out Positions 50
Total Mkt Value (in $ millions) 1,840

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

Sector Weighting

Basic Materials 1.29%
Capital Goods 4.52%
Conglomerates 0.64%
Consumer Cyclical 2.69%
Consumer/Non-Cyclical 8.12%
Energy 15.56%
Financial 6.16%
Healthcare 18.9%
Services 16.35%
Technology 15.4%
Transportation 1.41%
Utilities 0.52%

110 INCREASED Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
HCA HOLDINGS INC COM 133,524 38,453 40.45 1,862,256
WEATHERFORD INTL PLC ORD SHS 56,550 33,930 150 2,500,000
HALLIBURTON CO COM 55,514 42,056 312.50 825,000
MICRON TECHNOLOGY INC COM 50,320 50,320 New 1,600,000
NEWFIELD EXPL CO COM 47,016 47,016 New 1,200,000
ANACOR PHARMACEUTICALS INC COM 33,598 3,378 11.18 1,355,847
NORTHSTAR RLTY FIN CORP COM NEW 32,010 2,647 9.02 1,826,000
HORIZON PHARMA INC COM 24,652 284 1.17 2,056,084
F5 NETWORKS INC COM 24,535 2,516 11.43 195,000
ALLISON TRANSMISSION HLDGS INC COM 24,263 18,381 312.50 825,000
PALO ALTO NETWORKS INC COM 23,108 14,425 166.14 235,000
LOWES COS INC COM 22,823 22,823 New 425,000
CEMEX SAB DE CV SPON ADR NEW 22,801 18,004 375.28 1,730,000
NEWELL RUBBERMAID INC COM 21,492 1,804 9.16 622,961
PEPSICO INC COM 21,291 13,423 170.59 230,000
VANDA PHARMACEUTICALS INC COM 20,920 7,049 50.82 1,740,400
CONCHO RES INC COM 20,048 20,048 New 150,000
HAIN CELESTIAL GROUP INC COM 19,877 3,447 20.98 193,579
RANGE RES CORP COM 19,799 8,301 72.19 270,000
RED HAT INC COM 19,555 19,555 New 322,000