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) 1,449

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 5.66%
Conglomerates 0.1%
Consumer Cyclical 3.48%
Consumer/Non-Cyclical 8.67%
Energy 11.43%
Financial 9.2%
Healthcare 17.49%
Services 16.5%
Technology 12.97%
Transportation 3.45%
Utilities 0%

62 New Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
HOME DEPOT INC COM 63,171 63,171 New 779,600
CHENIERE ENERGY INC COM NEW 34,405 34,405 New 456,000
PLATFORM SPECIALTY PRODS CORP COM 31,326 31,326 New 1,210,445
NORTHSTAR RLTY FIN CORP COM NEW 28,207 28,207 New 1,675,000
SPDR SERIES TRUST S&P HOMEBUILD 27,675 27,675 New 900,000
FIDELITY NATIONAL FINANCIAL IN CL A 24,570 24,570 New 750,000
WEATHERFORD INTL PLC ORD SHS 24,060 24,060 New 1,000,000
GAP INC DEL COM 23,695 23,695 New 593,570
MCDONALDS CORP COM 21,537 21,537 New 225,000
SYNAPTICS INC COM 19,837 19,837 New 262,500
QLIK TECHNOLOGIES INC COM 14,971 14,971 New 558,000
RANGE RES CORP COM 12,028 12,028 New 156,800
TERADATA CORP DEL COM 11,723 11,723 New 275,000
ALLERGAN INC COM 10,595 10,595 New 62,300
ABERCROMBIE & FITCH CO CL A 10,235 10,235 New 269,000
RALPH LAUREN CORP CL A 9,578 9,578 New 60,000
NCI BUILDING SYS INC COM NEW 8,815 8,815 New 490,000
ACCENTURE PLC IRELAND SHS CLASS A 8,520 8,520 New 106,000
AVAGO TECHNOLOGIES LTD SHS 8,460 8,460 New 121,000
GENWORTH FINL INC COM CL A 8,175 8,175 New 500,000