Partner Fund Management

Partner Fund Management as of March 31, 2014

Portfolio Holdings for Partner Fund Management

Partner Fund Management holds 71 positions in its portfolio as reported in the March 2014 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
iShares MSCI Emerging Markets Indx (EEM) 8.2 $439M 11M 41.01
Bristol Myers Squibb (BMY) 7.5 $401M 7.7M 51.95
Google 5.5 $295M 265k 1114.51
Hca Holdings (HCA) 4.7 $250M 4.8M 52.50
Starwood Hotels & Resorts Worldwide 4.1 $217M 2.7M 79.60
Actavis 4.0 $213M 1.0M 205.85
Walgreen Company 3.5 $188M 2.8M 66.03
Endo International (ENDPQ) 2.9 $155M 2.3M 68.65
Halliburton Company (HAL) 2.7 $143M 2.4M 58.89
Gilead Sciences (GILD) 2.6 $138M 1.9M 70.86
Charles Schwab Corporation (SCHW) 2.5 $136M 5.0M 27.33
Twenty-first Century Fox 2.4 $129M 4.0M 31.97
Workday Inc cl a (WDAY) 2.3 $122M 1.3M 91.43
Time Warner Cable 2.2 $119M 868k 137.18
Agilent Technologies Inc C ommon (A) 2.1 $112M 2.0M 55.92
Vulcan Materials Company (VMC) 2.1 $112M 1.7M 66.45
Valeant Pharmaceuticals Int 2.0 $107M 810k 131.83
Wynn Resorts (WYNN) 2.0 $104M 470k 222.15
McGraw-Hill Companies 1.7 $92M 1.2M 76.30
Allergan 1.7 $92M 740k 124.10
Yahoo! 1.7 $89M 2.5M 35.90
McKesson Corporation (MCK) 1.6 $86M 486k 176.57
Martin Marietta Materials (MLM) 1.6 $84M 653k 128.35
Thermo Fisher Scientific (TMO) 1.4 $77M 637k 120.24
Clovis Oncology 1.4 $75M 1.1M 69.27
Health Net 1.4 $74M 2.2M 34.01
CBS Corporation 1.4 $72M 1.2M 61.80
Liberty Global Inc C 1.3 $71M 1.7M 40.71
Servicenow (NOW) 1.2 $67M 1.1M 59.92
Terex Corporation (TEX) 1.2 $66M 1.5M 44.30
Macquarie Infrastructure Company 1.1 $59M 1.0M 57.27
salesforce (CRM) 1.0 $54M 950k 57.09
priceline.com Incorporated 1.0 $53M 45k 1191.90
American Express Company (AXP) 1.0 $53M 583k 90.03
Dendreon Corp note 0.9 $50M 67M 0.74
Tenet Healthcare Corporation (THC) 0.9 $50M 1.2M 42.81
Ctrip.com International 0.9 $47M 922k 50.42
Kythera Biopharmaceuticals I 0.8 $40M 1.0M 39.76
Pfizer (PFE) 0.7 $39M 1.2M 32.12
ACADIA Pharmaceuticals (ACAD) 0.7 $38M 1.6M 24.33
Humana (HUM) 0.7 $38M 332k 112.72
Rite Aid Corporation 0.7 $36M 5.8M 6.27
Facebook Inc cl a (META) 0.7 $36M 597k 60.24
Expedia (EXPE) 0.7 $35M 484k 72.50
Orexigen Therapeutics 0.6 $33M 5.1M 6.50
Molina Healthcare (MOH) 0.6 $29M 778k 37.56
Yelp Inc cl a (YELP) 0.5 $28M 363k 76.93
Tableau Software Inc Cl A 0.5 $28M 364k 76.08
Acorda Therapeutics 0.5 $27M 724k 37.91
Intercept Pharmaceuticals In 0.4 $22M 67k 329.78
Prothena (PRTA) 0.4 $21M 542k 38.31
Anacor Pharmaceuticals In 0.4 $21M 1.0M 20.01
Repros Therapeutics 0.4 $20M 1.1M 17.74
Anadarko Petroleum Corporation 0.3 $18M 213k 84.76
Medivation 0.3 $16M 255k 64.37
Omnicare 0.3 $16M 265k 59.67
Bruker Corporation (BRKR) 0.3 $16M 711k 22.79
Therapeuticsmd 0.3 $15M 2.4M 6.31
CIGNA Corporation 0.3 $14M 170k 83.73
Revance Therapeutics (RVNC) 0.2 $10M 321k 31.50
Karyopharm Therapeutics (KPTI) 0.2 $9.6M 310k 30.89
Forest Laboratories 0.1 $7.7M 83k 92.26
Bluebird Bio (BLUE) 0.1 $6.6M 291k 22.74
Cemex SAB de CV (CX) 0.1 $5.7M 449k 12.63
Macrogenics (MGNX) 0.1 $5.8M 209k 27.83
Teva Pharmaceutical Industries (TEVA) 0.1 $5.4M 3.8M 1.41
PerkinElmer (RVTY) 0.1 $5.2M 117k 45.06
Celladon 0.1 $4.6M 385k 11.92
Castlight Health 0.0 $2.0M 96k 21.22
Myriad Genetics (MYGN) 0.0 $1.4M 41k 34.18
Spirit Airlines (SAVE) 0.0 $1.1M 19k 59.39