KINGDON CAPITAL MANAGEMENT, L.L.C. Information

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

Report Date: 03/31/2015

Position Statistics

Total Positions 158
New Positions 41
Increased Positions 72
Decreased Positions 78
Positions with Activity 150
Sold Out Positions 38
Total Mkt Value (in $ millions) 1,791

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

Sector Weighting

Basic Materials 0.35%
Capital Goods 7.42%
Conglomerates 1.11%
Consumer Cyclical 1.42%
Consumer/Non-Cyclical 11.19%
Energy 1.4%
Financial 4.45%
Healthcare 26.22%
Services 13.61%
Technology 15.84%
Transportation 0.41%
Utilities

41 New Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
ARMSTRONG WORLD INDS INC NEW COM 25,792 25,792 New 444,696
TARGET CORP COM 24,853 24,853 New 303,350
ALLERGAN PLC PFD CONV SER A 22,183 22,183 New 20,000
ADOBE SYS INC COM 21,986 21,986 New 270,460
D R HORTON INC COM 20,694 20,694 New 702,206
NEWFIELD EXPL CO COM 20,311 20,311 New 608,855
BLOOMIN BRANDS INC COM 19,847 19,847 New 870,880
MOHAWK INDS INC COM 16,284 16,284 New 81,150
LOWES COS INC COM 16,267 16,267 New 236,236
PINNACLE ENTMT INC COM 13,664 13,664 New 350,000
HILTON WORLDWIDE HLDGS INC COM 13,482 13,482 New 508,000
NEWELL RUBBERMAID INC COM 12,342 12,342 New 288,354
DOLLAR GEN CORP NEW COM 11,816 11,816 New 147,500
SYNAPTICS INC COM 10,424 10,424 New 131,500
RACKSPACE HOSTING INC COM 8,750 8,750 New 250,000
MCDONALDS CORP COM 8,429 8,429 New 85,000
MASONITE INTL CORP NEW COM 7,857 7,857 New 114,500
AMERICAN INTL GROUP INC COM NEW 7,421 7,421 New 115,000
CEMEX SAB DE CV SPON ADR NEW 7,355 7,355 New 884,000
CHURCH & DWIGHT INC COM 7,172 7,172 New 82,650