Partner Fund Management

Partner Fund Management as of Sept. 30, 2013

Portfolio Holdings for Partner Fund Management

Partner Fund Management holds 68 positions in its portfolio as reported in the September 2013 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Gilead Sciences (GILD) 7.9 $323M 5.1M 62.87
Thermo Fisher Scientific (TMO) 5.4 $220M 2.4M 92.15
Starwood Hotels & Resorts Worldwide 5.1 $211M 3.2M 66.45
Agilent Technologies Inc C ommon (A) 4.5 $185M 3.6M 51.25
Wyndham Worldwide Corporation 4.3 $176M 2.9M 60.97
Eaton (ETN) 4.2 $173M 2.5M 68.84
Dollar General (DG) 4.2 $173M 3.1M 56.46
Cummins (CMI) 4.1 $168M 1.3M 132.87
Time Warner 3.3 $137M 2.1M 65.81
CBS Corporation 3.1 $129M 2.3M 55.16
Clovis Oncology 3.0 $123M 2.0M 60.80
Hca Holdings (HCA) 2.8 $114M 2.7M 42.75
Baidu (BIDU) 2.7 $110M 710k 155.18
Adobe Systems Incorporated (ADBE) 2.6 $106M 2.0M 51.94
Cameron International Corporation 2.6 $106M 1.8M 58.37
Warner Chilcott Plc - 2.5 $104M 4.5M 22.93
Pfizer (PFE) 2.4 $99M 3.5M 28.72
salesforce (CRM) 2.2 $90M 1.7M 51.91
American Tower Reit (AMT) 2.1 $87M 1.2M 74.13
Medicines Company 1.9 $79M 2.4M 33.52
Regeneron Pharmaceuticals (REGN) 1.9 $76M 243k 312.87
Amazon (AMZN) 1.7 $70M 225k 312.64
Lowe's Companies (LOW) 1.6 $68M 1.4M 47.61
Tibco Software 1.4 $58M 2.3M 25.59
Precision Castparts 1.3 $53M 232k 227.24
Apple (AAPL) 1.2 $52M 108k 476.75
Charles Schwab Corporation (SCHW) 1.1 $45M 2.1M 21.14
Polypore International 1.0 $42M 1.0M 40.97
Terex Corporation (TEX) 1.0 $43M 1.3M 33.60
Medivation 1.0 $42M 699k 59.94
Depository Vipshop Holdings Ltd - Ads receipt (VIPS) 1.0 $40M 705k 56.80
Johnson Controls 1.0 $40M 953k 41.50
Dendreon Corp note 0.9 $39M 61M 0.64
Teradata Corporation (TDC) 0.9 $37M 674k 55.44
Kythera Biopharmaceuticals I 0.8 $35M 768k 45.59
MGIC Investment (MTG) 0.8 $33M 4.5M 7.28
Netflix (NFLX) 0.8 $33M 107k 309.21
Sina Corporation 0.8 $33M 403k 81.17
Health Net 0.8 $33M 1.0M 31.70
Auxilium Pharmaceuticals 0.6 $24M 1.3M 18.20
Bruker Corporation (BRKR) 0.6 $24M 1.2M 20.65
Yelp Inc cl a (YELP) 0.6 $23M 348k 66.18
Orexigen Therapeutics 0.5 $22M 3.6M 6.13
Tenet Healthcare Corporation (THC) 0.5 $19M 461k 41.19
Cobalt Intl Energy 0.4 $17M 677k 24.86
CIGNA Corporation 0.4 $16M 202k 76.86
Phh Corp note 4.000% 9/0 0.4 $16M 14M 1.09
McKesson Corporation (MCK) 0.3 $14M 110k 128.30
Volcano Corporation 0.3 $14M 585k 23.95
Cooper Companies 0.3 $12M 95k 129.69
Linkedin Corp 0.3 $13M 51k 246.06
Humana (HUM) 0.3 $12M 125k 93.33
Epizyme 0.3 $11M 281k 40.00
Actavis 0.2 $9.6M 67k 144.00
Mylan 0.2 $8.9M 234k 38.17
CareFusion Corporation 0.2 $9.1M 247k 36.90
Rite Aid Corporation 0.2 $9.0M 1.9M 4.76
Gulfport Energy Corporation 0.2 $9.0M 139k 64.34
Molina Healthcare (MOH) 0.2 $8.9M 251k 35.60
GenMark Diagnostics 0.2 $7.9M 650k 12.14
Valeant Pharmaceuticals Int 0.2 $6.5M 62k 104.34
Agios Pharmaceuticals (AGIO) 0.1 $5.8M 207k 27.96
Bluebird Bio (BLUE) 0.1 $5.3M 198k 26.96
Sirona Dental Systems 0.1 $4.7M 71k 66.93
Waters Corporation (WAT) 0.0 $894k 373k 2.40
Repros Therapeutics 0.0 $690k 921k 0.75
Merck & Co (MRK) 0.0 $187k 848k 0.22
Myriad Genetics (MYGN) 0.0 $154k 341k 0.45