KINGDON CAPITAL MANAGEMENT, L.L.C. Information

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

Report Date: 12/31/2014

Position Statistics

Total Positions 163
New Positions 37
Increased Positions 81
Decreased Positions 77
Positions with Activity 158
Sold Out Positions 45
Total Mkt Value (in $ millions) 1,993

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

Sector Weighting

Basic Materials 0.34%
Capital Goods 6.28%
Conglomerates 0%
Consumer Cyclical 0.05%
Consumer/Non-Cyclical 12.95%
Energy 0.26%
Financial 2.21%
Healthcare 26.31%
Services 11.12%
Technology 19%
Transportation 2.1%
Utilities

163 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
TOWER SEMICONDUCTOR LTD SHS NEW 14,390 3,832 36.29 845,000
EMERGENT BIOSOLUTIONS INC COM 13,404 1,796 15.47 469,975
ZELTIQ AESTHETICS INC COM 13,266 4,283 47.67 433,675
SPECTRUM BRANDS HLDGS INC COM 12,926 -1,080 (7.71) 143,669
LAM RESEARCH CORP COM 12,895 -12,679 (49.58) 179,000
VERSARTIS INC COM 12,419 1,743 16.32 644,150
HERON THERAPEUTICS INC COM 12,170 2,453 25.25 855,851
MGIC INVT CORP WIS COM 11,788 -11,788 (50) 1,250,000
T MOBILE US INC CONV PFD SER A 11,372 11,372 New 190,000
HOME DEPOT INC COM 11,366 7,011 160.95 99,827
TRACTOR SUPPLY CO COM 11,176 11,176 New 129,692
HAIN CELESTIAL GROUP INC COM 10,981 -9,135 (45.41) 172,146
TASER INTL INC COM 10,625 10,625 New 441,500
ARAMARK COM 10,586 10,586 New 335,322
CORELOGIC INC COM 10,556 -9,529 (47.45) 310,000
INTEGRATED DEVICE TECHNOLOGY COM 10,387 10,387 New 525,000
DIPEXIUM PHARMACEUTICALS INC COM 10,337 283 2.82 730,000
DR PEPPER SNAPPLE GROUP INC COM 10,018 3,705 58.68 126,945
HEALTHSOUTH CORP COM NEW 9,942 9,942 New 220,000
DISH NETWORK CORP CL A 9,888 6,357 180 140,000