Partner Investment Management as of Sept. 30, 2012
Portfolio Holdings for Partner Investment Management
Partner Investment Management holds 42 positions in its portfolio as reported in the September 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Deere & Company (DE) | 11.8 | $50M | 601k | 82.47 | |
| Watson Pharmaceuticals | 8.7 | $37M | 430k | 85.16 | |
| Wyndham Worldwide Corporation | 8.7 | $37M | 698k | 52.48 | |
| Abbott Laboratories (ABT) | 6.5 | $27M | 399k | 68.56 | |
| Precision Castparts | 6.3 | $27M | 162k | 163.34 | |
| salesforce (CRM) | 6.0 | $25M | 165k | 152.69 | |
| Sirona Dental Systems | 5.0 | $21M | 370k | 56.96 | |
| V.F. Corporation (VFC) | 4.4 | $19M | 116k | 159.36 | |
| Medivation | 4.3 | $18M | 321k | 56.35 | |
| Molina Healthcare (MOH) | 4.1 | $17M | 686k | 25.15 | |
| Aetna | 4.0 | $17M | 431k | 39.60 | |
| Cbre Group Inc Cl A (CBRE) | 3.1 | $13M | 718k | 18.41 | |
| Expedia (EXPE) | 3.0 | $13M | 219k | 57.84 | |
| Illumina (ILMN) | 2.9 | $12M | 252k | 48.19 | |
| Lowe's Companies (LOW) | 2.7 | $11M | 376k | 30.24 | |
| Stryker Corporation (SYK) | 1.8 | $7.7M | 139k | 55.66 | |
| Louisiana-Pacific Corporation (LPX) | 1.8 | $7.7M | 612k | 12.50 | |
| Thermo Fisher Scientific (TMO) | 1.6 | $6.8M | 116k | 58.83 | |
| Two Harbors Investment | 1.5 | $6.4M | 546k | 11.75 | |
| Brookdale Senior Living (BKD) | 1.4 | $5.7M | 245k | 23.22 | |
| Steris Corporation | 1.0 | $4.4M | 124k | 35.47 | |
| Universal American | 0.8 | $3.5M | 382k | 9.24 | |
| Hologic (HOLX) | 0.8 | $3.4M | 168k | 20.22 | |
| Cooper Companies | 0.8 | $3.4M | 36k | 94.45 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.8 | $3.3M | 59k | 55.89 | |
| Valeant Pharmaceuticals Int | 0.6 | $2.7M | 49k | 55.26 | |
| D Fluidigm Corp Del (LAB) | 0.6 | $2.7M | 157k | 17.00 | |
| First Solar (FSLR) | 0.6 | $2.3M | 104k | 22.15 | |
| Universal Health Services (UHS) | 0.5 | $2.2M | 48k | 45.73 | |
| Pulte (PHM) | 0.5 | $2.1M | 138k | 15.50 | |
| Eli Lilly & Co. (LLY) | 0.5 | $2.1M | 45k | 47.41 | |
| Achillion Pharmaceuticals | 0.5 | $2.1M | 201k | 10.41 | |
| Questcor Pharmaceuticals | 0.5 | $2.0M | 109k | 18.47 | |
| Standard Pacific | 0.5 | $2.0M | 296k | 6.76 | |
| Regeneron Pharmaceuticals (REGN) | 0.4 | $1.5M | 10k | 152.69 | |
| Healthways | 0.3 | $1.4M | 120k | 11.71 | |
| Lennar Corporation (LEN) | 0.2 | $1.0M | 30k | 34.78 | |
| Infinity Pharmaceuticals (INFIQ) | 0.1 | $575k | 25k | 23.49 | |
| Groupon | 0.1 | $581k | 122k | 4.76 | |
| Forest Labs Inc option | 0.1 | $196k | 436k | 0.45 | |
| Abbott Labs option | 0.1 | $221k | 119k | 1.86 | |
| Humana Inc option | 0.0 | $123k | 79k | 1.56 |
