Partner Fund Management as of March 31, 2012
Portfolio Holdings for Partner Fund Management
Partner Fund Management holds 56 positions in its portfolio as reported in the March 2012 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Medivation | 7.4 | $73M | 979k | 74.72 | |
Whirlpool Corporation (WHR) | 6.8 | $67M | 871k | 76.86 | |
F5 Networks (FFIV) | 6.2 | $61M | 453k | 134.96 | |
BorgWarner (BWA) | 5.9 | $59M | 698k | 84.34 | |
Stanley Black & Decker (SWK) | 5.6 | $55M | 717k | 76.96 | |
Cognizant Technology Solutions (CTSH) | 5.4 | $53M | 693k | 76.95 | |
salesforce (CRM) | 5.1 | $51M | 327k | 154.51 | |
Thermo Fisher Scientific (TMO) | 4.5 | $45M | 796k | 56.38 | |
Health Net | 3.9 | $39M | 969k | 39.72 | |
Apple (AAPL) | 3.7 | $37M | 62k | 599.55 | |
Questcor Pharmaceuticals | 3.5 | $35M | 928k | 37.62 | |
CHECK POINT SOFTWARE Technolog Com Stk (CHKP) | 3.5 | $35M | 542k | 63.84 | |
Wyndham Worldwide Corporation | 3.2 | $32M | 678k | 46.51 | |
Whiting Petroleum Corporation | 2.9 | $29M | 537k | 54.30 | |
WellCare Health Plans | 2.5 | $25M | 344k | 71.88 | |
Walgreen Company | 2.5 | $24M | 730k | 33.49 | |
Hca Holdings (HCA) | 2.4 | $24M | 954k | 24.74 | |
Cme (CME) | 2.4 | $24M | 81k | 289.33 | |
Citrix Systems | 2.4 | $23M | 297k | 78.91 | |
Zimmer Holdings (ZBH) | 2.3 | $23M | 356k | 64.28 | |
American Tower Reit (AMT) | 2.3 | $23M | 357k | 63.02 | |
Molina Healthcare (MOH) | 1.8 | $18M | 542k | 33.63 | |
Sina Corporation | 1.6 | $15M | 237k | 65.00 | |
Amylin Pharmaceuticals | 1.0 | $9.6M | 386k | 24.96 | |
Red Hat | 0.8 | $8.1M | 135k | 59.89 | |
Brookdale Senior Living (BKD) | 0.8 | $7.8M | 417k | 18.72 | |
Cooper Companies (COO) | 0.7 | $7.1M | 88k | 81.72 | |
C.R. Bard | 0.7 | $6.9M | 70k | 98.72 | |
Rockwell Automation (ROK) | 0.7 | $6.5M | 81k | 79.70 | |
PSS World Medical | 0.6 | $6.3M | 249k | 25.34 | |
InterMune | 0.6 | $6.0M | 407k | 14.67 | |
Lennar Corporation (LEN) | 0.6 | $5.7M | 210k | 27.18 | |
Qiagen | 0.6 | $5.8M | 370k | 15.57 | |
St. Jude Medical | 0.6 | $5.8M | 130k | 44.31 | |
Toll Brothers (TOL) | 0.5 | $5.3M | 223k | 23.99 | |
Community Health Systems (CYH) | 0.5 | $4.9M | 221k | 22.24 | |
Invensense | 0.5 | $4.8M | 265k | 18.10 | |
Warna | 0.5 | $4.5M | 77k | 58.40 | |
AMERIGROUP Corporation | 0.4 | $4.4M | 65k | 67.29 | |
Universal American | 0.4 | $4.2M | 388k | 10.78 | |
Agilent Technologies Inc C ommon (A) | 0.3 | $3.1M | 71k | 44.50 | |
Patterson Companies (PDCO) | 0.3 | $2.9M | 87k | 33.39 | |
Illumina (ILMN) | 0.3 | $2.9M | 55k | 52.60 | |
Aetna | 0.2 | $1.9M | 39k | 50.15 | |
VCA Antech | 0.2 | $2.0M | 85k | 23.21 | |
Watson Pharmaceuticals | 0.2 | $1.9M | 29k | 67.07 | |
Volcano Corporation | 0.1 | $1.2M | 44k | 28.38 | |
UnitedHealth (UNH) | 0.1 | $976k | 17k | 58.91 | |
Threshold Pharmaceuticals | 0.1 | $982k | 112k | 8.80 | |
Amylin Pharmaceuticals Inc option | 0.0 | $321k | 58k | 5.50 | |
K-V Pharmaceutical Company | 0.0 | $231k | 175k | 1.32 | |
Zeltiq Aesthetics | 0.0 | $171k | 28k | 6.18 | |
Dendreon Corp option | 0.0 | $18k | 73k | 0.25 | |
Ishares Tr Index option | 0.0 | $42k | 181k | 0.23 | |
Express Scripts Inc put | 0.0 | $28k | 184k | 0.15 | |
Vivus Inc Cmn Stk cmn | 0.0 | $45k | 87k | 0.51 |