Kingdon Capital Management Holdings in 1st Quarter: 13F Alert

The following is an analysis of Kingdon Capital Management LLC as of March 31, according to a filing with the U.S. Securities and Exchange Commission on 05/16/2011.

Top Positions by Market Value 
Company Name                 Ticker      Market Value      Current     Change
                                            (USD $)       Position  In Position
Apple Inc                    AAPL US      209,453,008      601,000     -100,000
Comcast Corp-Class A         CMCSA US      79,104,000    3,200,000    1,700,000
Citigroup Inc                C US          77,350,000    1,750,000    1,750,000
Coinstar Inc                 CSTR US       74,941,394    1,631,999            0
McDonald's Corp              MCD US        63,535,150      835,000      776,528
Acacia Research - Acacia Tec ACTG US       61,830,000    1,800,000     -200,000
Target Corp                  TGT US        59,318,861    1,186,140    1,031,140
HCA Holdings Inc             HCA US        58,595,100    1,730,000    1,730,000
Metlife Inc                  MET US        58,149,000    1,300,000    1,300,000
PepsiCo Inc                  PEP US        52,816,200      820,000      470,000
 
 
Top New Buys by Market Value 
Company Name                 Ticker      Market Value      Current     Change
                                            (USD $)       Position  In Position
Citigroup Inc                C US          77,350,000    1,750,000    1,750,000
HCA Holdings Inc             HCA US        58,595,100    1,730,000    1,730,000
Metlife Inc                  MET US        58,149,000    1,300,000    1,300,000
General Electric Co          GE US         50,125,000    2,500,000    2,500,000
Schlumberger Ltd             SLB US        46,630,000      500,000      500,000
 
 
Top Sell Outs by Market Value 
Company Name                 Ticker         MV Change      Current     Change
                                            (USD $)       Position  In Position
General Motors Co            GM US       -110,580,000            0   -3,000,000
Micron Technology Inc        MU US        -42,506,000            0   -5,300,000
Sprint Nextel Corp           S US         -42,300,000            0  -10,000,000
GSI Commerce Inc             GSIC US      -41,814,000            0   -1,800,000
Teva Pharmaceutical-Sp ADR   TEVA US      -36,491,000            0     -700,000
 
 
Top Position Increases by Market Value 
Company Name                 Ticker         MV Change      Current     Change
                                            (USD $)       Position  In Position
McDonald's Corp              MCD US        59,046,839      835,000      776,528
Target Corp                  TGT US        49,998,711    1,186,140    1,031,140
Comcast Corp-Class A         CMCSA US      46,149,000    3,200,000    1,700,000
PepsiCo Inc                  PEP US        29,950,700      820,000      470,000
Valero Energy Corp           VLO US        27,281,500    1,225,000      825,000
 
 
Top Position Decreases By Market Value 
Company Name                 Ticker         MV Change      Current     Change
                                            (USD $)       Position  In Position
Procter & Gamble Co/The      PG US        -34,868,786      509,596     -520,404
Apple Inc                    AAPL US      -16,661,552      601,000     -100,000
Kronos Worldwide Inc         KRO US       -14,995,264      125,000     -399,865
JPMorgan Chase & Co          JPM US       -14,760,000      600,000     -400,000
Freeport-McMoRan Copper      FCX US       -11,254,250      500,000     -150,000
 
 
SOURCE: SEC 13F-HR 
FILER: Kingdon Capital Management LLC 
QUARTER ENDED: 03/31/2011 
SEC RECEIVED: 05/16/2011 

To contact the reporter on this story: Chris Cappucci in Princeton at ccappucci1@bloomberg.net.

To contact the editor responsible for this story: Rodney Yap at ryap@bloomberg.net.

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