KINGDON CAPITAL MANAGEMENT, L.L.C. Information

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

Report Date: 09/30/2014

Position Statistics

Total Positions 190
New Positions 38
Increased Positions 76
Decreased Positions 102
Positions with Activity 178
Sold Out Positions 62
Total Mkt Value (in $ millions) 1,559

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

Sector Weighting

Basic Materials 2.18%
Capital Goods 4.44%
Conglomerates 0.47%
Consumer Cyclical 1.12%
Consumer/Non-Cyclical 10.21%
Energy 7.21%
Financial 3.43%
Healthcare 24.79%
Services 11.8%
Technology 20.53%
Transportation 2.7%
Utilities 0%

190 Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
MEDIVATION INC COM 12,502 1,038 9.06 114,400
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 11,918 -1,254 (9.52) 104,050
LIBERTY MEDIA CORP DELAWARE CL A 11,590 11,590 New 325,000
CITIZENS FINL GROUP INC COM 11,410 11,410 New 480,000
AVIS BUDGET GROUP COM 11,382 -7,738 (40.47) 190,500
CHENIERE ENERGY INC COM NEW 10,605 10,605 New 142,500
AUSPEX PHARMACEUTICALS INC COM 10,474 2,960 39.40 423,879
OVASCIENCE INC COM 10,471 -852 (7.53) 430,000
TERRAFORM PWR INC CL A COM 10,278 10,278 New 320,000
COSTCO WHSL CORP NEW COM 10,060 10,060 New 72,000
EMERGENT BIOSOLUTIONS INC COM 9,996 New 407,000
VERSARTIS INC COM 9,924 3,128 46.04 553,769
PEPSICO INC COM 9,889 -12,856 (56.52) 100,000
GOODRICH PETE CORP COM NEW 9,858 -1,091 (9.96) 927,400
SILICON MOTION TECHNOLOGY CORP SPONSORED ADR 9,794 9,794 New 415,000
MEMORIAL RESOURCE DEV CORP COM 9,592 New 400,000
FLEXION THERAPEUTICS INC COM 9,564 982 11.45 573,357
AMSURG CORP PFD CNV SR A-1 % 8,591 8,591 New 80,000
BLUEBIRD BIO INC COM 8,551 3,098 56.82 207,000
GIGAMON INC COM 8,506 New 583,390


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