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 157
New Positions 41
Increased Positions 72
Decreased Positions 77
Positions with Activity 149
Sold Out Positions 38
Total Mkt Value (in $ millions) 1,745

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

Sector Weighting

Basic Materials 0.45%
Capital Goods 8.04%
Conglomerates 1.13%
Consumer Cyclical 1.39%
Consumer/Non-Cyclical 10.99%
Energy 1.67%
Financial 4.49%
Healthcare 23.33%
Services 13.32%
Technology 17.14%
Transportation 0.4%
Utilities

157 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
PALO ALTO NETWORKS INC COM 22,193 -28,671 (56.37) 136,261
JARDEN CORP COM 22,134 13,573 158.56 408,142
ADOBE SYS INC COM 21,648 21,648 New 270,460
ACTAVIS PLC PFD CONV SER A 20,875 20,875 New 20,000
T MOBILE US INC CONV PFD SER A 20,395 7,895 63.16 310,000
TERRAFORM PWR INC CL A COM 19,890 -16,612 (45.51) 500,000
VANDA PHARMACEUTICALS INC COM 19,844 -5,434 (21.5) 1,932,189
TASER INTL INC COM 19,807 5,737 40.77 621,500
FLEXION THERAPEUTICS INC COM 19,787 -112 (0.56) 1,031,640
BLOOMIN BRANDS INC COM 19,699 19,699 New 870,880
AMERICAN AIRLS GROUP INC COM 19,175 -10,439 (35.25) 450,000
BRINKER INTL INC COM 18,730 2,695 16.81 333,929
D R HORTON INC COM 18,714 18,714 New 702,206
DISCOVER FINL SVCS COM 18,479 12,525 210.37 310,370
ZELTIQ AESTHETICS INC COM 16,989 4,816 39.56 605,237
LOWES COS INC COM 16,428 16,428 New 236,236
ALLIED WRLD ASSUR COM HLDG AG SHS 15,650 8,657 123.81 364,803
MOHAWK INDS INC COM 15,190 15,190 New 81,150
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 15,005 -1,997 (11.75) 122,450
HILTON WORLDWIDE HLDGS INC COM 14,910 14,910 New 508,000