Partner Investment Management

Partner Investment Management as of Dec. 31, 2012

Portfolio Holdings for Partner Investment Management

Partner Investment Management holds 36 positions in its portfolio as reported in the December 2012 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Rockwell Automation (ROK) 11.2 $63M 753k 83.99
Cummins (CMI) 9.5 $54M 494k 108.35
V.F. Corporation (VFC) 8.3 $47M 308k 150.97
Precision Castparts 8.3 $47M 245k 189.42
Citrix Systems 5.9 $33M 508k 65.62
Universal Health Services (UHS) 5.3 $30M 620k 48.35
salesforce (CRM) 5.2 $29M 174k 168.10
Medivation 5.0 $28M 545k 51.16
Sirona Dental Systems 4.5 $26M 396k 64.46
Coach 3.3 $19M 335k 55.51
Regeneron Pharmaceuticals (REGN) 3.3 $19M 109k 171.07
Amazon (AMZN) 3.3 $19M 74k 250.87
iShares FTSE/Xinhua China 25 Index (FXI) 2.9 $16M 398k 40.45
Terex Corporation (TEX) 2.7 $15M 539k 28.11
Netflix (NFLX) 2.0 $11M 119k 92.59
Starwood Hotels & Resorts Worldwide 1.7 $9.4M 164k 57.36
Informatica Corporation 1.7 $9.4M 309k 30.32
Stryker Corporation (SYK) 1.7 $9.3M 170k 54.82
Ctrip.com International 1.6 $9.0M 396k 22.66
Humana (HUM) 1.4 $8.1M 118k 68.63
Valeant Pharmaceuticals Int 1.3 $7.3M 122k 59.77
Kythera Biopharmaceuticals I 1.2 $7.0M 232k 30.34
Clovis Oncology 1.2 $6.9M 432k 16.00
Magellan Health Services 1.1 $6.3M 128k 49.00
Molina Healthcare (MOH) 1.0 $5.8M 214k 27.06
Amgen (AMGN) 1.0 $5.4M 63k 86.21
Align Technology (ALGN) 0.8 $4.8M 172k 27.75
Universal American 0.8 $4.6M 540k 8.59
Sarepta Therapeutics (SRPT) 0.6 $3.6M 139k 25.80
Hca Holdings (HCA) 0.6 $3.2M 105k 30.17
Healthways 0.5 $3.0M 282k 10.70
Brookdale Senior Living (BKD) 0.4 $2.4M 96k 25.32
Infinity Pharmaceuticals (INFIQ) 0.3 $1.7M 50k 35.00
Volcano Corporation 0.3 $1.6M 67k 23.61
Forest Laboratories 0.0 $58k 445k 0.13
Laboratory Corp. of America Holdings (LH) 0.0 $14k 13k 1.11