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 162
New Positions 37
Increased Positions 81
Decreased Positions 76
Positions with Activity 157
Sold Out Positions 45
Total Mkt Value (in $ millions) 2,066

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 6.27%
Conglomerates 0%
Consumer Cyclical 0.05%
Consumer/Non-Cyclical 12.54%
Energy 0.27%
Financial 2.21%
Healthcare 27.01%
Services 10.9%
Technology 18.83%
Transportation 1.84%
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 91,473 91,473 New 893,989
APPLE INC COM 68,001 68,001 New 545,100
CDK GLOBAL INC COM 65,804 65,804 New 1,397,700
CDW CORP COM 36,483 36,483 New 964,400
TIME WARNER INC COM NEW 28,756 28,756 New 344,800
AXALTA COATING SYS LTD COM 28,660 28,660 New 913,900
AMAG PHARMACEUTICALS INC COM 23,920 23,920 New 418,033
MEDTRONIC PLC SHS 20,130 20,130 New 263,175
OWENS CORNING NEW COM 17,795 17,795 New 425,000
KAR AUCTION SVCS INC COM 14,912 14,912 New 400,000
LIBERTY INTERACTIVE CORP INT COM SER A 14,873 14,873 New 516,600
TASER INTL INC COM 12,539 12,539 New 441,500
T MOBILE US INC CONV PFD SER A 11,440 11,440 New 190,000
TRACTOR SUPPLY CO COM 11,283 11,283 New 129,692
INTEGRATED DEVICE TECHNOLOGY COM 10,526 10,526 New 525,000
ARAMARK COM 10,207 10,207 New 335,322
HEALTHSOUTH CORP COM NEW 10,063 10,063 New 220,000
DUNKIN BRANDS GROUP INC COM 9,674 9,674 New 201,545
KNOWLES CORP COM 9,405 9,405 New 450,000
LUXOFT HLDG INC ORD SHS CL A 8,944 8,944 New 167,622


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