KINGDON CAPITAL MANAGEMENT, L.L.C. Information

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

Report Date: 06/30/2014

Position Statistics

Total Positions 203
New Positions 65
Increased Positions 110
Decreased Positions 81
Positions with Activity 191
Sold Out Positions 50
Total Mkt Value (in $ millions) 1,783

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

Sector Weighting

Basic Materials 1.28%
Capital Goods 4.53%
Conglomerates 0.71%
Consumer Cyclical 2.68%
Consumer/Non-Cyclical 8.34%
Energy 15.03%
Financial 6.19%
Healthcare 19.08%
Services 16.45%
Technology 15.66%
Transportation 1.34%
Utilities 0.53%

203 Positions as of 06/30/2014

Company Class ▲ Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
TEVA PHARMACEUTICAL INDS LTD ADR 10,750 10,750 New 200,000
ABERCROMBIE & FITCH CO CL A -9,775 Sold Out 0
CBRE GROUP INC CL A 4,461 4,461 New 150,000
CONSTELLIUM NV CL A 15,381 -3,076 (16.67) 625,000
DISH NETWORK CORP CL A 3,229 3,229 New 50,000
FIDELITY NATIONAL FINANCIAL IN CL A -24,570 Sold Out 0
LAUDER ESTEE COS INC CL A 19,054 -2,615 (12.07) 255,000
RALPH LAUREN CORP CL A -9,884 Sold Out 0
SCOTTS MIRACLE GRO CO CL A 8,050 4,145 106.15 146,368
SINCLAIR BROADCAST GROUP INC CL A 8,349 8,349 New 320,000
TYSON FOODS INC CL A 8,071 8,071 New 205,000
LIN MEDIA LLC CL A COM 9,990 9,990 New 450,000
ACTUANT CORP CL A NEW -763 Sold Out 0
NIKE INC CL B 4,014 4,014 New 45,000
UNIVERSAL HLTH SVCS INC CL B 8,809 2,613 42.16 84,300
ABIOMED INC COM 2,083 2,083 New 83,900
ACADIA HEALTHCARE COMPANY INC COM 1,698 1,698 New 35,000
AEGERION PHARMACEUTICALS INC COM 1,502 167 12.50 45,000
AETNA INC NEW COM 7,290 7,290 New 90,000
AKAMAI TECHNOLOGIES INC COM 16,146 16,146 New 270,000