KINGDON CAPITAL MANAGEMENT, L.L.C. Information

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

Report Date: 12/31/2014

Position Statistics

Total Positions 163
New Positions 37
Increased Positions 81
Decreased Positions 77
Positions with Activity 158
Sold Out Positions 45
Total Mkt Value (in $ millions) 2,033

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

Sector Weighting

Basic Materials 0.33%
Capital Goods 6.19%
Conglomerates 0%
Consumer Cyclical 0.05%
Consumer/Non-Cyclical 12.68%
Energy 0.25%
Financial 2.19%
Healthcare 26.87%
Services 11.17%
Technology 18.65%
Transportation 2.05%
Utilities

37 New Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
VISTEON CORP COM NEW 86,181 86,181 New 893,989
APPLE INC COM 67,827 67,827 New 545,100
CDK GLOBAL INC COM 65,356 65,356 New 1,397,700
CDW CORP COM 35,914 35,914 New 964,400
TIME WARNER INC COM NEW 29,115 29,115 New 344,800
AXALTA COATING SYS LTD COM 25,242 25,242 New 913,900
AMAG PHARMACEUTICALS INC COM 22,850 22,850 New 418,033
MEDTRONIC PLC SHS 20,525 20,525 New 263,175
OWENS CORNING NEW COM 18,445 18,445 New 425,000
KAR AUCTION SVCS INC COM 15,172 15,172 New 400,000
LIBERTY INTERACTIVE CORP INT COM SER A 15,080 15,080 New 516,600
T MOBILE US INC CONV PFD SER A 11,145 11,145 New 190,000
TRACTOR SUPPLY CO COM 11,032 11,032 New 129,692
TASER INTL INC COM 10,645 10,645 New 441,500
ARAMARK COM 10,606 10,606 New 335,322
INTEGRATED DEVICE TECHNOLOGY COM 10,511 10,511 New 525,000
HEALTHSOUTH CORP COM NEW 9,759 9,759 New 220,000
DUNKIN BRANDS GROUP INC COM 9,585 9,585 New 201,545
LUXOFT HLDG INC ORD SHS CL A 8,673 8,673 New 167,622
KNOWLES CORP COM 8,672 8,672 New 450,000


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