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) 1,443

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 5.71%
Conglomerates 0.1%
Consumer Cyclical 3.55%
Consumer/Non-Cyclical 8.72%
Energy 10.98%
Financial 9%
Healthcare 17.24%
Services 16.77%
Technology 13.21%
Transportation 3.4%
Utilities 0%

91 INCREASED 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 74,174 23,444 46.22 1,325,956
HOME DEPOT INC COM 62,064 62,064 New 779,600
PLATFORM SPECIALTY PRODS CORP COM 33,166 33,166 New 1,210,445
CITIGROUP INC COM NEW 32,900 30,550 1,300 700,000
CHENIERE ENERGY INC COM NEW 32,431 32,431 New 456,000
INTERCONTINENTAL EXCHANGE INC COM 32,270 7,376 29.63 175,000
AMERICAN AIRLS GROUP INC COM 31,335 18,471 143.59 730,766
HORIZON PHARMA INC COM 31,136 8,167 35.56 2,032,364
NORTHSTAR RLTY FIN CORP COM NEW 28,592 28,592 New 1,675,000
SPDR SERIES TRUST S&P HOMEBUILD 28,233 28,233 New 900,000
FIDELITY NATIONAL FINANCIAL IN CL A 24,570 24,570 New 750,000
GAP INC DEL COM 24,129 24,129 New 593,570
CONSTELLIUM NV CL A 23,490 9,396 66.67 750,000
SYNAPTICS INC COM 23,147 23,147 New 262,500
MCDONALDS CORP COM 22,583 22,583 New 225,000
PATTERSON UTI ENERGY INC COM 22,321 12,019 116.67 650,000
WEATHERFORD INTL PLC ORD SHS 21,890 21,890 New 1,000,000
LAUDER ESTEE COS INC CL A 21,605 13,261 158.93 290,000
F5 NETWORKS INC COM 19,285 1,653 9.38 175,000
GT ADVANCED TECHNOLOGIES INC COM 19,266 3,216 20.04 1,200,400


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