UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
WASHINGTON, D.C. 20549
Form 13F
Form 13F COVER PAGE
Report for the Calendar Year or Quarter Ended:March 31, 2000
Check here if Amendment [ X ]; Amendment Number: 1
This Amendment (Check only one.): [ X ]
is a restatement.
[ ]
adds new holdings entries.
Institutional Investment Manager Filing this Report:
Name: Kingdon Capital Management, L.L.C.
Address: 152 West 57th Street
New York, New York 10019
Form 13F File Number: 28-3496
The institutional investment manager filing this report and
the person by whom it is signed hereby represent that the
person signing the report is authorized to submit it, that
all information contained herein is true, correct and
complete, and that it is understood that all required items,
statements, schedules, lists, and tables, are considered
integral parts of this form.
Person Signing this Report on Behalf of Reporting Manager:
Name: Peter J. Cobos
Title: Chief Financial Officer
Phone: (212) 333-0100
Signature, Place, and Date of Signing:
/s/ Peter J. Cobos New York, New York June 8, 2000
_______________________ _____________________ ____________
[Signature] [City, State] [Date]
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Report Type (Check only one.):
[X ] 13F HOLDINGS REPORT. (Check here if all holdings of
this reporting manager are reported in this report.)
[ ] 13F NOTICE. (Check here if no holdings reported are in
this report, and all holdings are reported by other
reporting manger(s).)
[ ] 13F COMBINATION REPORT. (Check here if a portion of the
holdings for this reporting manager are reported in this
report and a portion are reported by other reporting
manager(s).)
List of Other Managers Reporting for this Manager:
[If there are no entries in this list, omit this section.]
Form 13F File Number Name
28-
2
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Form 13F SUMMARY PAGE
Report Summary:
Number of Other Included Managers: 1
Form 13F Information Table Entry Total: 204
Form 13F Information Table Value Total: $2,082,645
[thousands]
List of Other Included Managers:
Provide a numbered list of the name(s) and Form 13F file
number(s) of all institutional investment managers with respect
to which this report is filed, other than the manager filing this
report.
[If there are no entries in this list, state "NONE" and omit the
column headings and list entries.]
No. Form 13F File Number Name
1 28-3498 Mark Kingdon
3
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KINGDON CAPITAL MANAGEMENT, LLC.
FORM 13F
March 31, 2000
<CAPTION>
ITEM 1: ITEM 2: ITEM 3: ITEM 4: ITEM 5: ITEM 6: ITEM 7: ITEM 8:
FAIR
TITLE MARKET
NAME OF ISSUER OF CLASS CUSIP VALUE SHARES (A) (B) (C) MANAGERS (A) (B) (C)
------------------- --------- ----- ------- ------ ---- ---- --- -------- --- --- ---
<S> <C> <C> <C> <C> <C> <C> <C> <C> <C> <C> <C>
24-7 Media Inc. Common Stock 90131410 5,306,600.00 135,200.00 x 1 x
3Com Corp. Common Stock 88553510 7,695,406.25 138,500.00 x 1 x
Ace Ltd. Common Stock G0070K10 25,162,500.00 1,100,000.00 x 1 x
Active Software Inc. Common Stock 00504E10 445,375.00 7,000.00 x 1 x
Activision Inc. Common Stock 00493020 5,548,750.00 460,000.00 x 1 x
Advanced Micro Devices Common Stock 00790310 11,412,500.00 200,000.00 x 1 x
Aetna Inc. Common Stock 00811710 3,619,687.50 65,000.00 x 1 x
Affiliated Comp.
Serv. Cl Common Stock 00819010 7,999,000.00 210,500.00 x 1 x
AH Belo Corp. Common Stock 08055510 3,798,437.50 212,500.00 x 1 x
Alcan Aluminum Common Stock 01371610 33,875,000.00 1,000,000.00 x 1 x
Allmerica Financial Common Stock 01975410 1,020,000.00 20,000.00 x 1 x
Aluminum Co. Common Stock 01381710 21,075,000.00 300,000.00 x 1 x
Alyn Corp. Common Stock 02261110 5,257,614.37 3,235,455.00 x 1 x
Alza Corp. Common Stock 02261510 4,695,312.50 125,000.00 x 1 x
Amdocs Ltd. Common Stock G0260210 7,368,750.00 100,000.00 x 1 x
America Online Inc. Common Stock 02364J10 10,087,500.00 150,000.00 x 1 x
American Express Common Stock 02581610 29,787,500.00 200,000.00 x 1 x
American General Common Stock 02635110 11,225,000.00 200,000.00 x 1 x
Ampal Amer. Israel Common Stock 03201510 1,925,000.00 100,000.00 x 1 x
Ann Taylor Common Stock 03611510 6,785,000.00 295,000.00 x 1 x
AntiGenics Inc. Common Stock 03703210 203,125.00 10,000.00 x 1 x
Apache Corp. Common Stock 03741110 8,367,950.00 168,200.00 x 1 x
Aracruz Celulose ADR Common Stock 03849620 7,366,893.75 347,700.00 x 1 x
Aradigm Corp. Common Stock 03850510 3,099,937.50 148,500.00 x 1 x
ArrowPoint Comm. Inc. Common Stock 04281010 2,072,656.25 17,500.00 x 1 x
Art Tech. Group Inc Common Stock 04289L10 17,193,750.00 262,000.00 x 1 x
Artistdirect Inc. Common Stock 04315D10 76,250.00 10,000.00 x 1 x
ARV Assisted Living Common Stock 00204C10 1,109,318.75 771,700.00 x 1 x
AT & T Corp. Common Stock 00195710 50,681,250.00 900,000.00 x 1 x
Atmel Corp. Common Stock 04951310 10,325,000.00 200,000.00 x 1 x
Bally Total Fitness Common Stock 05873K10 28,760,550.00 1,173,900.00 x 1 x
Bank One Corp. Common Stock 06423A10 15,554,687.50 452,500.00 x 1 x
Be Free Common Stock 07330810 3,375,000.00 150,000.00 x 1 x
Bed Bath & Beyond Common Stock 07589610 5,906,250.00 150,000.00 x 1 x
Bestfoods Common Stock 08658U10 9,362,500.00 200,000.00 x 1 x
Biogen Inc. Common Stock 09059710 13,950,000.00 200,000.00 x 1 x
4
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BJS Wholesale Club Common Stock 05548J10 3,862,500.00 100,000.00 x 1 x
Brinker Int'l. Common Stock 10964110 7,421,875.00 250,000.00 x 1 x
Bristol Myers Squibb Common Stock 11012210 17,325,000.00 300,000.00 x 1 x
British Petroleum ADR Common Stock 05562210 34,612,500.00 650,000.00 x 1 x
Broadbase Info Systems Common Stock 11130R10 11,887,500.00 150,000.00 x 1 x
Cablevision Systems Common Stock 12686C10 6,075,000.00 100,000.00 x 1 x
Cardinal Health Common Stock 14149Y10 5,505,000.00 120,000.00 x 1 x
Caterpillar Common Stock 14912310 9,859,375.00 250,000.00 x 1 x
CEC Entertainment Common Stock 12513710 14,115,850.00 520,400.00 x 1 x
Cell Therapeutics Inc. Common Stock 15093410 2,337,500.00 100,000.00 x 1 x
Century Aluminum Common Stock 15643110 5,540,220.94 404,765.00 x 1 x
Chevron Corp. Common Stock 16675110 13,865,625.00 150,000.00 x 1 x
China.com Corp Common Stock G2108N10 807,500.00 10,000.00 x 1 x
Claires Stores Inc. Common Stock 17958410 106,331.25 5,300.00 x 1 x
CMGI Inc. Common Stock 12575010 22,650,000.00 200,000.00 x 1 x
CMS Energy Corp. Common Stock 12589610 11,781,250.00 650,000.00 x 1 x
CNET Networks Inc. Common Stock 12613R10 5,068,750.00 100,000.00 x 1 x
Coflexip ADR Common Stock 19238410 13,687,500.00 250,000.00 x 1 x
Columbia HCA Hlthcare Common Stock 19767710 12,656,250.00 500,000.00 x 1 x
Comfort System USA
Inc. Common Stock 19990810 3,167,100.00 496,800.00 x 1 x
CommTouch Software
Ltd. Common Stock M2559610 3,863,831.25 82,100.00 x 1 x
Concord EFS Inc. Common Stock 20619710 8,006,250.00 350,000.00 x 1 x
Copper Mountain
Networks Common Stock 21751010 8,193,750.00 100,000.00 x 1 x
CV Therapeutics Common Stock 12666710 3,764,062.50 75,000.00 x 1 x
DaimlerChrysler ADR Common Stock D1668R12 6,543,750.00 100,000.00 x 1 x
Deere & Co. Common Stock 24419910 2,850,000.00 75,000.00 x 1 x
Delano Tech. Corp. Common Stock 24570110 4,648,462.50 210,100.00 x 1 x
Delta Airlines Common Stock 24736110 26,625,000.00 500,000.00 x 1 x
Disney Co. Common Stock 25468710 16,550,000.00 400,000.00 x 1 x
Dow Chemical Common Stock 26054310 22,800,000.00 200,000.00 x 1 x
Duke Energy Corp. Common Stock 26439910 15,750,000.00 300,000.00 x 1 x
E Trade Group Common Stock 26924610 3,006,250.00 100,000.00 x 1 x
Elcor Corp. Common Stock 28444310 10,608,750.00 307,500.00 x 1 x
Electrobras Centrais
ADR Common Stock 15234Q207 3,130,410.50 350,000.00 x 1 x
Electrobras Centrais Preferred
'Pre Stock 15234Q10 1,458,453.00 150,000.00 x 1 x
Energy BioSystems Common Stock 29265L70 10,187,500.00 1,000,000.00 x 1 x
Enersis SA ADR Common Stock 29274F10 6,601,562.50 325,000.00 x 1 x
Engelhard Corp. Common Stock 29284510 2,808,712.50 185,700.00 x 1 x
Enron Corp. Common Stock 29356110 14,975,000.00 200,000.00 x 1 x
ENSCO Intl. Inc. Common Stock 26874Q10 15,345,900.00 424,800.00 x 1 x
EOG Resources Inc. Common Stock 26875P10 26,136,900.00 1,233,600.00 x 1 x
ESS Tech. Inc. Common Stock 26915110 3,475,000.00 200,000.00 x 1 x
Extreme Networks Common Stock 30226D10 8,506,687.50 106,500.00 x 1 x
5
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Fairchild
Semiconductor Common Stock 30372610 9,125,000.00 250,000.00 x 1 x
Fannie Mae Common Stock 31358610 11,287,500.00 200,000.00 x 1 x
Federal Express Common Stock 31428X10 9,750,000.00 250,000.00 x 1 x
Flamel Tech. ADR Common Stock 33848810 3,023,437.50 645,000.00 x 1 x
Flowers Industries Common Stock 34349610 8,271,112.50 544,600.00 x 1 x
Ford Motor Co. Common Stock 34537010 11,484,375.00 250,000.00 x 1 x
Fort James Corp. Common Stock 34747110 4,400,000.00 200,000.00 x 1 x
FreeMarkets Common Stock 35660210 30,062,500.00 250,000.00 x 1 x
FreeShop.com Common Stock 35687310 7,182,000.00 378,000.00 x 1 x
Galileo Tech. Common Stock M4729810 3,650,000.00 200,000.00 x 1 x
Genentech Inc Common Stock 36871040 30,400,000.00 200,000.00 x 1 x
General Dynamics Corp. Common Stock 36955010 19,900,000.00 400,000.00 x 1 x
General Motors Common Stock 37044210 24,843,750.00 300,000.00 x 1 x
Gentex Corp. Common Stock 37190110 1,269,100.00 34,300.00 x 1 x
Georgia Gulf Corp. Common Stock 37320020 11,999,000.00 461,500.00 x 1 x
Getty Images Inc. Common Stock 37427610 3,593,750.00 100,000.00 x 1 x
Gillette Co. Common Stock 37576610 18,843,750.00 500,000.00 x 1 x
Global Crossing Common Stock G3921A10 6,140,625.00 150,000.00 x 1 x
Global Industries Ltd. Common Stock 37933610 4,543,987.50 310,700.00 x 1 x
Goldman Sachs Common Stock 38141G10 52,562,500.00 500,000.00 x 1 x
GPU Inc. Common Stock 36225X10 8,075,625.00 295,000.00 x 1 x
Grey Wolf Inc. Common Stock 39788810 6,890,625.00 1,750,000.00 x 1 x
GWW April 55 Puts Puts 38480295 361,250.00 850.00 x 1 x
Gymboree Corp. Common Stock 40377710 4,548,781.25 1,119,700.00 x 1 x
Health Mgmt. Sys. Common Stock 42219M10 2,165,625.00 450,000.00 x 1 x
HNC Software Inc. Common Stock 40425P10 5,031,250.00 70,000.00 x 1 x
HomeStore.com Inc. Common Stock 43785210 847,776.87 17,435.00 x 1 x
Howmet Int'l Inc. Common Stock 44320810 1,615,000.00 80,000.00 x 1 x
ICG Comm. Common Stock 44924610 12,595,712.50 351,100.00 x 1 x
Icici LTD ADR Common Stock 44926P20 2,818,725.00 123,900.00 x 1 x
Impax Laboratories Common Stock 45256B10 8,000,004.50 1,882,354.00 x 1 x
Infineon Tech. ADR Common Stock 45662N10 4,887,500.00 85,000.00 x 1 x
Ingersoll Rand Common Stock 45686610 11,248,350.00 254,200.00 x 1 x
inSilicon Corp. Common Stock 45769H10 3,340,575.00 212,100.00 x 1 x
Intelect Comm Common Stock 45814410 4,025,000.00 700,000.00 x 1 x
Intersil Holding Co. Common Stock 46069S10 11,629,687.50 225,000.00 x 1 x
iVillage Inc. Common Stock 46588H10 50,000.00 3,200.00 x 1 x
Kroger Co. Common Stock 50104410 4,390,625.00 250,000.00 x 1 x
Laboratory Corp.
of Amer. Common Stock 50540R40 5,606,250.00 1,300,000.00 x 1 x
LaBranche & Co. Inc. Common Stock 50544710 2,525,000.00 200,000.00 x 1 x
Laser Mortgage Common Stock 51806D10 6,369,300.00 1,617,600.00 x 1 x
LifeF/X Common Stock 53218N10 12,090,000.00 1,000,000.00 x 1 x
Lockheed Martin Co. Common Stock 53983010 25,553,006.25 1,250,300.00 x 1 x
Lycos Inc. Common Stock 55081810 14,037,500.00 200,000.00 x 1 x
Manor Care Inc. Common Stock 56405510 11,475,000.00 850,000.00 x 1 x
Marsh & Mclennan Co. Common Stock 57174810 13,789,062.50 125,000.00 x 1 x
6
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Martin Marietta
Materials Common Stock 57328410 3,182,500.00 67,000.00 x 1 x
MBNA Corp Common Stock 55262L10 21,636,750.00 848,500.00 x 1 x
Medtronic Inc. Common Stock 58505510 10,287,500.00 200,000.00 x 1 x
Mercury Computer Sys. Common Stock 58937810 6,720,312.50 137,500.00 x 1 x
Merrill Lynch Common Stock 59018810 10,500,000.00 100,000.00 x 1 x
Methode Elec. Inc. Common Stock 59152020 15,109,600.00 299,200.00 x 1 x
Minnesota Mining Common Stock 60405910 26,568,750.00 300,000.00 x 1 x
Nabors Industries Common Stock 62956810 19,406,250.00 500,000.00 x 1 x
Nat'l Semiconductor Common Stock 63764010 26,068,750.00 430,000.00 x 1 x
NetAmerica.com Common Stock 64108J105 3,399,999.86 166,667.00 x 1 x
Netegrity Inc. Common Stock 64110P107 4,747,850.00 70,600.00 x 1 x
Netopia Inc. Common Stock 64114K10 7,193,750.00 100,000.00 x 1 x
Netro Corp. Common Stock 64114R10 8,187,500.00 125,000.00 x 1 x
Network Associates Common Stock 64093810 14,886,718.75 462,500.00 x 1 x
News Corp. ADR Common Stock 65248770 9,550,000.00 200,000.00 x 1 x
Niagara Mohawk
Holdings Common Stock 65352010 10,125,000.00 750,000.00 x 1 x
Nordstrom Inc. Common Stock 65566410 11,224,750.00 380,500.00 x 1 x
Novellus Systems Inc. Common Stock 67000810 2,245,000.00 40,000.00 x 1 x
Open Text Corp. Common Stock 68371510 4,233,437.50 142,600.00 x 1 x
Organogenesis Common Stock 68590610 1,809,375.00 150,000.00 x 1 x
Outback Steakhouse
Inc. Common Stock 68989910 8,906,962.50 277,800.00 x 1 x
Packaging Corp.
of Amer. Common Stock 69515610 17,850,000.00 1,700,000.00 x 1 x
PartnerRe Ltd. Common Stock G6852T10 368,125.00 10,000.00 x 1 x
P-Com Inc. Common Stock 69326210 7,400,000.00 400,000.00 x 1 x
PE Corp-Celera
Genomics Common Stock 69332S20 18,312,500.00 200,000.00 x 1 x
Phelps Dodge Corp. Common Stock 71726510 14,250,000.00 300,000.00 x 1 x
Phillip Morris Common Stock 71815410 10,562,500.00 500,000.00 x 1 x
Phone.com Inc. Common Stock 71920Q10 16,306,250.00 100,000.00 x 1 x
Premier Parks Common Stock 74054020 6,300,000.00 300,000.00 x 1 x
Progressive Corp. Common Stock 74331510 10,762,843.75 141,500.00 x 1 x
Psinet Common Stock 74437C10 17,062,500.00 500,000.00 x 1 x
Rare Medium Group Common Stock 75382N10 6,600,000.00 150,000.00 x 1 x
Read Rite Corp. Common Stock 75524610 4,945,312.50 1,055,000.00 x 1 x
Reliant Energy Incorp Common Stock 75952J10 1,439,062.50 61,400.00 x 1 x
Ross Stores Common Stock 77829610 7,218,750.00 300,000.00 x 1 x
Royal Dutch Petroleum
ADR Common Stock 78025780 14,453,125.00 250,000.00 x 1 x
Santa Fe Inter. Corp. Common Stock G7805C10 33,300,000.00 900,000.00 x 1 x
Sappi Ltd ADR Common Stock 80306920 571,500.00 72,000.00 x 1 x
Satyam Infoway Ltd. Common Stock 80409910 2,838,812.50 53,000.00 x 1 x
SBC Comm. Inc. Common Stock 78387G10 21,000,000.00 500,000.00 x 1 x
Scient Corp. Common Stock 80864H10 9,068,750.00 100,000.00 x 1 x
SciQuest.com Common Stock 80908Q107 10,625,253.42 481,939.00 x 1 x
7
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SeaChange Int'l Inc. Common Stock 81169910 4,528,125.00 75,000.00 x 1 x
Seacor Smit Inc. Common Stock 81190410 18,112,500.00 300,000.00 x 1 x
Sears Roebuck & Co. Common Stock 81238710 12,350,000.00 400,000.00 x 1 x
Sensormatic
Electronics Common Stock 81726510 6,170,312.50 275,000.00 x 1 x
SFX Entertainment Common Stock 78417810 10,619,412.50 260,200.00 x 1 x
Siderurgica Nacional
ADR Common Stock 20440W10 6,224,150.00 177,200.00 x 1 x
Silicon Graphics Common Stock 82705610 10,298,437.50 975,000.00 x 1 x
SK Telecom ADR Common Stock 78440P10 9,750,000.00 250,000.00 x 1 x
Skywest Inc. Common Stock 83087910 9,781,250.00 250,000.00 x 1 x
Smurfit Stone Common Stock 83272710 9,815,636.94 579,521.00 x 1 x
Spectrian Corp Common Stock 84760810 4,512,500.00 200,000.00 x 1 x
Splash Tech. Holdings Common Stock 84862310 2,487,500.00 200,000.00 x 1 x
SPX Corp. Common Stock 78463510 35,320,625.00 310,000.00 x 1 x
Starwood Hotels Common Stock 85590A20 26,250,000.00 1,000,000.00 x 1 x
Stolt Comex Seaway Common Stock L8873E10 10,489,500.00 756,000.00 x 1 x
Telecom Brasilerias Common Stock 87928730 22,425,000.00 150,000.00 x 1 x
Telefonica ADR Common Stock 87938220 33,468,750.00 450,000.00 x 1 x
Telesp Part. Common Stock 87929A10 26,024,804.69 876,625.00 x 1 x
Telocity Inc Common Stock 87971D10 3,117,625.00 254,500.00 x 1 x
Textron Inc. Common Stock 88320310 6,282,300.00 103,200.00 x 1 x
Tidewater Inc. Common Stock 88642310 7,043,287.50 221,400.00 x 1 x
TJX Co. Common Stock 87254010 12,203,125.00 550,000.00 x 1 x
Tosco Corp. Common Stock 89149030 18,262,500.00 600,000.00 x 1 x
Transocean Sedco Forex Common Stock G9007810 5,131,250.00 100,000.00 x 1 x
Tut Systems Inc. Common Stock 90110310 7,812,350.00 131,300.00 x 1 x
Tyco Intl. Common Stock 90212410 19,950,000.00 400,000.00 x 1 x
Ucar Intl. Inc. Common Stock 90262K10 4,904,431.25 371,900.00 x 1 x
Unisys Corp. Common Stock 90921410 32,507,400.00 1,274,800.00 x 1 x
UnitedGlobal Com Class A 91324750 26,271,875.00 350,000.00 x 1 x
Unocal Corp. Delaware Common Stock 91528910 10,412,500.00 350,000.00 x 1 x
US SEARCH.com Inc. Common Stock 90340410 1,617,344.40 325,500.00 x 1 x
US West Inc. Common Stock 91273H10 10,893,750.00 150,000.00 x 1 x
USA Networks Inc. Common Stock 90298410 6,975,000.00 310,000.00 x 1 x
Valero Energy Corp. Common Stock 91913Y10 9,187,500.00 300,000.00 x 1 x
Varco Int'l Inc. Common Stock 92212610 8,837,500.00 700,000.00 x 1 x
VarsityBooks.com Common Stock 92230010 375,000.00 100,000.00 x 1 x
Vastar Resources Common Stock 92238010 18,280,875.00 246,000.00 x 1 x
Ventro Corp. Common Stock 92281510 11,538,750.00 204,000.00 x 1 x
Verio Inc Common Stock 92343310 5,069,531.24 112,500.00 x 1 x
Viant Inc. Common Stock 92553N10 5,034,375.00 150,000.00 x 1 x
Vivus Inc. Common Stock 92855110 4,533,375.00 549,500.00 x 1 x
Wavo Corp. Common Stock 94402710 3,218,518.74 725,300.00 x 1 x
Weatherford Int'l Common Stock 94707410 8,754,718.75 216,500.00 x 1 x
Wellman Inc. Common Stock 94970210 2,983,762.50 150,600.00 x 1 x
Wendy's Int'l Inc. Common Stock 95059010 9,084,375.00 450,000.00 x 1 x
Westell Tech. Inc. Common Stock 95754110 7,115,625.00 225,000.00 x 1 x
8
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White Electronic
Designs Common Stock 96380110 3,409,500.00 227,300.00 x 1 x
Williams Companies Common Stock 96945710 13,181,250.00 300,000.00 x 1 x
Xerox Corp. Common Stock 98412110 37,700,000.00 1,450,000.00 x 1 x
XL Capital Ltd. Common Stock G9825510 29,681,000.00 536,000.00 x 1 x
Zi Corp Common Stock 98891810 6,953,152.50 516,470.00 x 1 x
2,342,179,122 81,194,581
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48400002.AQ4
