Partner Fund Management

Partner Fund Management as of June 30, 2013

Portfolio Holdings for Partner Fund Management

Partner Fund Management holds 71 positions in its portfolio as reported in the June 2013 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Gilead Sciences (GILD) 7.3 $357M 7.0M 51.27
Eaton (ETN) 6.2 $300M 4.6M 65.81
Pfizer (PFE) 6.1 $297M 11M 28.01
Google 5.2 $252M 287k 880.37
Thermo Fisher Scientific (TMO) 4.4 $213M 2.5M 84.63
Cummins (CMI) 3.8 $186M 1.7M 108.46
Hca Holdings (HCA) 3.6 $175M 4.9M 36.06
Wyndham Worldwide Corporation 3.5 $171M 3.0M 57.23
CBS Corporation 3.0 $148M 3.0M 48.87
Starwood Hotels & Resorts Worldwide 3.0 $144M 2.3M 63.19
Liberty Global Inc Com Ser A 3.0 $143M 1.9M 73.49
Clovis Oncology 2.8 $136M 2.0M 66.98
Cbre Group Inc Cl A (CBRE) 2.7 $133M 5.7M 23.36
Medivation 2.5 $119M 2.4M 49.20
Citrix Systems 2.4 $118M 2.0M 60.36
Dollar General (DG) 2.4 $118M 2.3M 50.43
Agilent Technologies Inc C ommon (A) 2.3 $113M 2.7M 42.76
Actavis 2.0 $96M 759k 126.22
Health Net 1.9 $94M 2.9M 31.82
Rockwell Automation (ROK) 1.7 $83M 999k 83.14
BorgWarner (BWA) 1.6 $80M 922k 86.15
Time Warner 1.5 $73M 1.3M 57.82
Warner Chilcott Plc - 1.5 $71M 3.6M 19.91
Sirona Dental Systems 1.3 $64M 975k 65.88
Amc Networks Inc Cl A (AMCX) 1.2 $58M 890k 65.33
Lowe's Companies (LOW) 1.2 $57M 1.4M 40.90
Amazon (AMZN) 1.1 $56M 202k 277.69
Informatica Corporation 1.1 $56M 1.6M 34.98
Realogy Hldgs (HOUS) 1.1 $55M 1.1M 48.04
Polypore International 1.1 $52M 1.3M 40.30
Visa (V) 1.1 $51M 278k 182.75
Sina Corporation 1.0 $50M 902k 55.73
Health Management Associates 0.9 $46M 2.9M 15.72
Time Warner Cable 0.8 $38M 340k 112.48
Tibco Software 0.7 $33M 1.5M 21.40
stock 0.7 $33M 706k 46.36
Schlumberger (SLB) 0.7 $32M 444k 71.66
MGIC Investment (MTG) 0.6 $31M 5.1M 6.07
Merck & Co (MRK) 0.6 $30M 647k 46.44
Kythera Biopharmaceuticals I 0.6 $30M 1.1M 27.05
Cameron International Corporation 0.6 $29M 478k 61.16
Universal Health Services (UHS) 0.6 $28M 411k 66.96
Dendreon Corp note 0.6 $28M 37M 0.75
Volcano Corporation 0.5 $25M 1.4M 18.13
Valeant Pharmaceuticals Int 0.5 $25M 289k 86.08
salesforce (CRM) 0.5 $24M 634k 38.18
Repros Therapeutics 0.5 $24M 1.3M 18.45
Netflix (NFLX) 0.5 $23M 107k 211.09
Orexigen Therapeutics 0.4 $21M 3.6M 5.84
Biogen Idec (BIIB) 0.4 $21M 96k 215.20
Aegerion Pharmaceuticals 0.4 $20M 316k 63.34
Bruker Corporation (BRKR) 0.4 $19M 1.2M 16.15
CIGNA Corporation 0.4 $17M 239k 72.49
Tesaro 0.3 $16M 502k 32.74
Cme (CME) 0.3 $16M 212k 75.95
Phh Corp note 4.000% 9/0 0.3 $15M 15M 1.06
Align Technology (ALGN) 0.3 $14M 380k 37.04
Regeneron Pharmaceuticals (REGN) 0.2 $12M 55k 224.89
Express Scripts Holding 0.2 $12M 197k 61.74
CareFusion Corporation 0.2 $12M 321k 36.85
Molina Healthcare (MOH) 0.2 $12M 313k 37.18
Epizyme 0.2 $12M 409k 28.13
Cooper Companies 0.2 $11M 95k 119.05
EXACT Sciences Corporation (EXAS) 0.1 $6.7M 480k 13.91
GenMark Diagnostics 0.1 $6.3M 604k 10.35
Waters Corporation (WAT) 0.1 $4.2M 42k 100.06
Idenix Pharmaceuticals 0.1 $4.2M 1.2M 3.61
Research In Motion 0.1 $4.1M 393k 10.46
Gw Pharmaceuticals Plc ads 0.1 $3.4M 387k 8.81
Rite Aid Corporation 0.1 $2.9M 1.0M 2.86
Intuitive Surgical (ISRG) 0.0 $136k 10k 13.20