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 164
New Positions 37
Increased Positions 82
Decreased Positions 77
Positions with Activity 159
Sold Out Positions 45
Total Mkt Value (in $ millions) 1,992

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 6.51%
Conglomerates 0%
Consumer Cyclical 0.05%
Consumer/Non-Cyclical 12.77%
Energy 0.29%
Financial 2.22%
Healthcare 26.2%
Services 11.08%
Technology 19.47%
Transportation 2.02%
Utilities

164 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
LAM RESEARCH CORP COM 14,760 -14,513 (49.58) 179,000
KAR AUCTION SVCS INC COM 14,588 14,588 New 400,000
ZELTIQ AESTHETICS INC COM 14,472 4,672 47.67 433,675
EMERGENT BIOSOLUTIONS INC COM 14,085 1,887 15.47 469,975
TOWER SEMICONDUCTOR LTD SHS NEW 13,596 3,620 36.29 845,000
SPECTRUM BRANDS HLDGS INC COM 13,459 -1,124 (7.71) 143,669
VERSARTIS INC COM 12,761 1,790 16.32 644,150
T MOBILE US INC CONV PFD SER A 11,476 11,476 New 190,000
HOME DEPOT INC COM 11,455 7,065 160.95 99,827
TRACTOR SUPPLY CO COM 11,428 11,428 New 129,692
MGIC INVT CORP WIS COM 11,413 -11,413 (50) 1,250,000
HERON THERAPEUTICS INC COM 11,118 2,241 25.25 855,851
INTEGRATED DEVICE TECHNOLOGY COM 10,836 10,836 New 525,000
HAIN CELESTIAL GROUP INC COM 10,764 -8,955 (45.41) 172,146
ARAMARK COM 10,613 10,613 New 335,322
DISH NETWORK CORP CL A 10,506 6,754 180 140,000
DIPEXIUM PHARMACEUTICALS INC COM 10,388 285 2.82 730,000
TASER INTL INC COM 10,366 10,366 New 441,500
CORELOGIC INC COM 10,335 -9,331 (47.45) 310,000
DR PEPPER SNAPPLE GROUP INC COM 10,002 3,699 58.68 126,945