Partner Fund Management

Latest statistics and disclosures from Partner Fund Management's latest quarterly 13F-HR filing:

Partner Fund Management portfolio companies for December 2014 quarter

Ticker Name Portfolio Weight Change Share Count Price Last Trade
VMC Vulcan Materials Company 6.68 -6.00% 4310732 65.73 83.41
MSFT Microsoft Corporation 6.17 +92.00% 5636799 46.45 44.12
VRX Valeant Pharmaceuticals Int 4.25 -23.00% 1260633 143.11 200.54
HCA HOLDINGS 3.26 -32.00% 1886566 73.39 0.00
Walgreen Boots Alliance 3.20 NEW 1782820 76.20 0.00
TEVA Teva Pharmaceutical Industries 2.85 -2.00% 2102436 57.51 56.49
MIC Macquarie Infrastructure Company 2.79 -2.00% 1662643 71.09 79.18
SYK Stryker Corporation 2.66 NEW 1196778 94.33 94.77
Actavis 2.54 -39.00% 418027 257.41 0.00
AGN Allergan 2.51 -34.00% 501268 212.59 232.40
GILD Gilead Sciences 2.43 +31.00% 1091681 94.26 103.74
BRCM Broadcom Corporation 2.41 NEW 2362641 43.33 45.70
Clovis Oncology 2.28 +35.00% 1725126 56.00 0.00
DG Dollar General 2.18 NEW 1304879 70.70 72.19
HOLX Hologic 2.08 +497.00% 3301816 26.74 32.19
EW Edwards Lifesciences 1.98 NEW 660492 127.38 134.90
MCK McKesson Corporation 1.93 +113.00% 395231 207.58 229.36
Palo Alto Networks 1.91 -35.00% 661258 122.57 0.00
ADBE Adobe Systems Incorporated 1.87 -10.00% 1089475 72.70 78.96
HUM Humana 1.85 +149.00% 545665 143.63 163.85
UNH UnitedHealth 1.66 NEW 696343 101.09 114.19
Agilent Technologies Inc C ommon 1.62 +320.00% 1679514 40.94 0.00
Spirit Airlines 1.51 -31.00% 849471 75.58 0.00
AAP Advance Auto Parts 1.50 NEW 398576 159.28 155.38
PHM Pulte 1.38 -36.00% 2733132 21.46 22.73
Depository Vipshop Holdings Ltd - Ads receipt 1.36 +1122.00% 2946157 19.54 0.00
CELG Celgene Corporation 1.27 +2744.00% 482322 111.86 123.35
TMO Thermo Fisher Scientific 1.24 NEW 419210 125.29 131.02
V Visa 1.23 NEW 198229 262.20 272.11
CHTR Charter Communications 1.17 NEW 298683 166.62 182.18
AMGN Amgen 1.13 NEW 300898 159.29 158.97
Receptos 1.05 NEW 363010 122.51 0.00
CF CF Industries Holdings 1.01 NEW 157869 272.54 306.61
FLT FleetCor Technologies 1.00 -40.00% 285124 148.71 155.41
BLK BlackRock 0.99 NEW 116838 357.56 375.02
WCG WellCare Health Plans 0.95 NEW 492514 82.06 90.09
MOH Molina Healthcare 0.89 +166.00% 703513 53.53 63.39
Kythera Biopharmaceuticals I 0.89 +10.00% 1085315 34.68 0.00
ACOR Acorda Therapeutics 0.84 -28.00% 872767 40.87 35.56
HOT Starwood Hotels & Resorts Worldwide 0.82 -83.00% 428517 81.07 80.43
Bluebird Bio 0.81 +754.00% 375245 91.72 0.00
Facebook Inc cl a 0.80 -75.00% 432720 78.02 0.00
QCOM QUALCOMM 0.78 NEW 447578 74.33 71.91
BIDU Baidu 0.78 -78.00% 146036 227.97 205.88
Juno Therapeutics 0.78 NEW 631042 52.22 0.00
Karyopharm Therapeutics 0.75 -24.00% 850337 37.43 0.00
RAD Rite Aid Corporation 0.70 -82.00% 3962054 7.52 8.16
Liberty Global Inc C 0.64 NEW 562634 48.31 0.00
MDVN Medivation 0.63 -25.00% 267762 99.61 118.16
MDCO Medicines Company 0.62 +6.00% 946830 27.67 29.46
BAC Bank of America Corporation 0.61 NEW 1434438 17.89 16.04
Tenet Healthcare Corporation stock 0.59 +27.00% 497726 50.67 0.00
Express Scripts Holding 0.56 NEW 278846 84.67 0.00
Relypsa 0.50 +15.00% 682640 30.80 0.00
Workday Inc cl a 0.49 NEW 255293 81.61 0.00
Zs Pharma 0.49 -31.00% 500949 41.57 0.00
Versartis 0.46 +59.00% 869463 22.45 0.00
OREX Orexigen Therapeutics 0.45 -34.00% 3179762 6.06 5.71
OCR Omnicare 0.45 -28.00% 259071 72.93 75.91
WFC Wells Fargo & Company 0.40 NEW 307670 54.82 55.20
MAS Masco Corporation 0.40 NEW 675852 25.20 26.16
INFA Informatica Corporation 0.40 NEW 446753 38.14 43.50
EFX Equifax 0.39 NEW 206562 80.87 93.21
CYH Community Health Systems 0.38 -80.00% 300054 53.92 48.79
BRKR Bruker Corporation 0.38 +36.00% 830819 19.62 19.02
THOR Thoratec Corporation 0.36 NEW 466911 32.46 40.41
ILMN Illumina 0.36 NEW 83654 184.58 198.32
NVDA NVIDIA Corporation 0.34 NEW 726430 20.05 22.25
Anacor Pharmaceuticals In 0.34 -56.00% 446119 32.25 0.00
ALXN Alexion Pharmaceuticals 0.31 NEW 70987 185.03 183.11
PDCO Patterson Companies 0.30 NEW 267390 48.10 49.20
Orexigen Therapeutics Inc. 144a 2 3/4% Due 12/1/2020 Jd1 note 2.750%12/0 0.30 NEW 12710000 1.00 0.00
Kite Pharma 0.29 NEW 216652 57.67 0.00
Alder Biopharmaceuticals 0.23 -68.00% 329948 29.09 0.00
ACAD ACADIA Pharmaceuticals 0.22 -47.00% 293565 31.75 37.78
Celladon 0.21 -21.00% 456831 19.53 0.00
DISCA Discovery Communications 0.20 NEW 244431 34.45 32.45
Pra Health Sciences 0.17 NEW 293515 24.22 0.00
Aercap Holdings Nv Ord Cmn 0.16 NEW 169958 38.82 0.00
QDEL Quidel Corporation 0.16 NEW 232347 28.92 25.89
Ptc Therapeutics I 0.16 NEW 131099 51.77 0.00
ARAY Accuray Incorporated 0.15 NEW 834285 7.55 8.71
PFE Pfizer 0.07 NEW 99525 31.15 34.55
Lendingclub 0.04 NEW 64992 25.30 0.00
Hortonworks 0.02 NEW 32497 26.99 0.00
BMY Bristol Myers Squibb 0.00 +224.00% 2707300 0.07 61.46
MRK Merck & Co 0.00 +282.00% 4217403 0.04 58.81
Radius Health 0.00 NEW 2924 38.99 0.00

Past 13F-HR SEC Filings for Partner Fund Management