Partner Fund Management

Partner Fund Management as of Dec. 31, 2013

Portfolio Holdings for Partner Fund Management

Partner Fund Management holds 60 positions in its portfolio as reported in the December 2013 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Gilead Sciences (GILD) 5.9 $271M 3.6M 75.10
Google 5.7 $263M 235k 1120.71
Starwood Hotels & Resorts Worldwide 5.4 $249M 3.1M 79.45
Agilent Technologies Inc C ommon (A) 5.1 $236M 4.1M 57.19
Amazon (AMZN) 4.5 $206M 517k 398.79
Actavis 4.3 $199M 1.2M 168.00
Medivation 3.8 $174M 2.7M 63.82
Hca Holdings (HCA) 3.7 $171M 3.6M 47.71
Precision Castparts 3.5 $158M 588k 269.30
Clovis Oncology 3.4 $156M 2.6M 60.27
Wyndham Worldwide Corporation 3.0 $136M 1.8M 73.69
Eaton (ETN) 2.7 $123M 1.6M 76.12
Valero Energy Corporation (VLO) 2.6 $120M 2.4M 50.40
American Tower Reit (AMT) 2.6 $119M 1.5M 79.82
Tesoro Corporation 2.6 $117M 2.0M 58.50
Facebook Inc cl a (META) 2.4 $111M 2.0M 54.65
Adobe Systems Incorporated (ADBE) 2.4 $111M 1.8M 59.88
Crown Castle International 2.3 $104M 1.4M 73.43
salesforce (CRM) 2.1 $97M 1.8M 55.19
Medicines Company 1.8 $82M 2.1M 38.62
Time Warner 1.8 $81M 1.2M 69.72
Endo Pharmaceuticals 1.7 $80M 1.2M 67.46
Dollar General (DG) 1.7 $79M 1.3M 60.32
Cummins (CMI) 1.6 $74M 523k 140.97
Health Net 1.6 $74M 2.5M 29.67
Thermo Fisher Scientific (TMO) 1.6 $71M 640k 111.35
Cme (CME) 1.6 $71M 905k 78.46
Cabot Oil & Gas Corporation (CTRA) 1.5 $68M 1.7M 38.76
Baidu (BIDU) 1.3 $61M 342k 177.88
Marathon Petroleum Corp (MPC) 1.2 $55M 600k 91.73
McGraw-Hill Companies 1.1 $52M 667k 78.20
Allergan 1.1 $50M 451k 111.08
Dendreon Corp note 0.9 $44M 67M 0.65
CBS Corporation 0.9 $42M 651k 63.74
Auxilium Pharmaceuticals 0.9 $40M 1.9M 20.73
Netflix (NFLX) 0.9 $40M 108k 368.17
Tenet Healthcare Corporation (THC) 0.9 $39M 935k 42.12
Workday Inc cl a (WDAY) 0.8 $35M 425k 83.16
Kythera Biopharmaceuticals I 0.7 $31M 832k 37.35
Orexigen Therapeutics 0.6 $28M 5.0M 5.63
Repros Therapeutics 0.6 $28M 1.5M 18.30
Pfizer (PFE) 0.6 $26M 835k 30.63
Cooper Companies (COO) 0.5 $24M 191k 123.84
Bruker Corporation (BRKR) 0.4 $20M 988k 19.77
Karyopharm Therapeutics (KPTI) 0.4 $20M 890k 22.24
McKesson Corporation (MCK) 0.4 $19M 117k 161.40
Anacor Pharmaceuticals In 0.4 $18M 1.1M 16.78
Humana (HUM) 0.3 $14M 132k 103.22
Regeneron Pharmaceuticals (REGN) 0.3 $13M 49k 275.25
Bristol Myers Squibb (BMY) 0.3 $14M 9.6M 1.41
Orexigen Therapeutics Inc note 2.750%12/0 0.3 $12M 13M 0.98
Illumina (ILMN) 0.2 $10M 94k 110.59
Myriad Genetics (MYGN) 0.2 $8.5M 406k 20.98
Relypsa 0.2 $8.0M 322k 25.00
Omnicare 0.2 $7.5M 123k 60.36
Valeant Pharmaceuticals Int 0.2 $7.3M 62k 117.40
Surgical Care Affiliates 0.2 $7.5M 216k 34.84
Dendreon Corporation 0.1 $6.0M 2.0M 2.99
Bluebird Bio (BLUE) 0.1 $6.2M 294k 20.98
Macrogenics (MGNX) 0.1 $2.3M 85k 27.43