KINGDON CAPITAL MANAGEMENT, L.L.C. Information

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

Report Date: 12/31/2013

Position Statistics

Total Positions 194
New Positions 62
Increased Positions 88
Decreased Positions 96
Positions with Activity 184
Sold Out Positions 60
Total Mkt Value (in $ millions) 1,312

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

Sector Weighting

Basic Materials 1.8%
Capital Goods 7.01%
Conglomerates 0.47%
Consumer Cyclical 3.31%
Consumer/Non-Cyclical 8.19%
Energy 9.77%
Financial 3.47%
Healthcare 18.5%
Services 16.08%
Technology 19.32%
Transportation 5.23%
Utilities 0.8%

62 New Positions as of 12/31/2013

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
DELTA AIR LINES INC DEL COM NEW 40,478 40,478 New 1,268,500
EOG RES INC COM 23,255 23,255 New 230,000
YAHOO INC COM 17,789 17,789 New 520,000
AKAMAI TECHNOLOGIES INC COM 17,410 17,410 New 325,000
DOLLAR GEN CORP NEW COM 15,666 15,666 New 285,000
GT ADVANCED TECHNOLOGIES INC COM 15,620 15,620 New 1,000,000
KRAFT FOODS GROUP INC COM 13,474 13,474 New 240,000
CHECK POINT SOFTWARE TECH LTD ORD 13,258 13,258 New 200,000
NABORS INDUSTRIES LTD SHS 13,151 13,151 New 550,000
CONSTELLIUM NV CL A 12,542 12,542 New 450,000
SUNEDISON INC COM 11,816 11,816 New 700,000
VMWARE INC CL A COM 11,755 11,755 New 115,000
PROCTER & GAMBLE CO COM 10,671 10,671 New 132,000
AIRGAS INC COM 10,569 10,569 New 100,000
CHENIERE ENERGY PARTNERS LP COM UNIT 10,492 10,492 New 313,000
AMERICAN AIRLS GROUP INC COM 10,116 10,116 New 300,000
KINDRED BIOSCIENCES INC COM 9,864 9,864 New 600,000
ANADARKO PETE CORP COM 9,794 9,794 New 100,000
ISHARES US HOME CONS ETF 9,404 9,404 New 400,000
ANTERO RES CORP COM 9,032 9,032 New 150,000