Partner Fund Management as of Dec. 31, 2017
Portfolio Holdings for Partner Fund Management
Partner Fund Management holds 79 positions in its portfolio as reported in the December 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Portola Pharmaceuticals | 6.9 | $289M | 5.9M | 48.68 | |
| Puma Biotechnology (PBYI) | 4.3 | $180M | 1.8M | 98.85 | |
| Aerie Pharmaceuticals | 3.7 | $156M | 2.6M | 59.75 | |
| PowerShares QQQ Trust, Series 1 | 2.6 | $109M | 701k | 155.76 | |
| Edwards Lifesciences (EW) | 2.4 | $101M | 893k | 112.71 | |
| Abbott Laboratories (ABT) | 2.3 | $99M | 1.7M | 57.07 | |
| Godaddy Inc cl a (GDDY) | 2.3 | $98M | 1.9M | 50.28 | |
| SPDR S&P Biotech (XBI) | 2.3 | $96M | 1.1M | 84.87 | |
| Humana (HUM) | 2.2 | $93M | 377k | 248.07 | |
| Dish Network Corp note 3.375% 8/1 | 2.2 | $91M | 84M | 1.09 | |
| Baidu (BIDU) | 2.1 | $91M | 387k | 234.21 | |
| Molina Healthcare (MOH) | 2.1 | $90M | 1.2M | 76.68 | |
| DaVita (DVA) | 2.1 | $87M | 1.2M | 72.25 | |
| Juno Therapeutics | 2.0 | $85M | 1.9M | 45.71 | |
| salesforce (CRM) | 2.0 | $84M | 822k | 102.23 | |
| Baxter International (BAX) | 1.9 | $82M | 1.3M | 64.64 | |
| UnitedHealth (UNH) | 1.9 | $82M | 372k | 220.46 | |
| Zimmer Holdings (ZBH) | 1.9 | $81M | 675k | 120.67 | |
| Penumbra (PEN) | 1.8 | $78M | 826k | 94.10 | |
| Acorda Therapeutics | 1.8 | $74M | 3.5M | 21.45 | |
| Regeneron Pharmaceuticals (REGN) | 1.8 | $74M | 196k | 375.96 | |
| Hologic (HOLX) | 1.8 | $74M | 1.7M | 42.75 | |
| Servicenow (NOW) | 1.6 | $69M | 527k | 130.39 | |
| PerkinElmer (RVTY) | 1.6 | $66M | 898k | 73.12 | |
| Blueprint Medicines (BPMC) | 1.6 | $65M | 867k | 75.41 | |
| Hca Holdings (HCA) | 1.5 | $64M | 732k | 87.84 | |
| Alibaba Group Holding (BABA) | 1.5 | $62M | 360k | 172.43 | |
| CIGNA Corporation | 1.4 | $60M | 297k | 203.09 | |
| Anthem (ELV) | 1.4 | $60M | 268k | 225.01 | |
| Box Inc cl a (BOX) | 1.4 | $60M | 2.8M | 21.12 | |
| Cme (CME) | 1.4 | $57M | 392k | 146.05 | |
| Esperion Therapeutics (ESPR) | 1.4 | $57M | 870k | 65.84 | |
| Myokardia | 1.3 | $55M | 1.3M | 42.10 | |
| Merit Medical Systems (MMSI) | 1.2 | $52M | 1.2M | 43.20 | |
| Paypal Holdings (PYPL) | 1.2 | $51M | 692k | 73.62 | |
| Medicines Company | 1.2 | $50M | 1.8M | 27.34 | |
| Zayo Group Hldgs | 1.1 | $49M | 1.3M | 36.80 | |
| Universal Health Services (UHS) | 1.1 | $47M | 414k | 113.35 | |
| Zendesk | 1.1 | $45M | 1.3M | 33.84 | |
| Alphabet Inc Class A cs (GOOGL) | 1.1 | $45M | 43k | 1053.40 | |
| Activision Blizzard | 1.1 | $44M | 696k | 63.32 | |
| Dxc Technology (DXC) | 1.1 | $44M | 467k | 94.90 | |
| Anaptysbio Inc Common (ANAB) | 1.0 | $43M | 426k | 100.72 | |
| Hill-Rom Holdings | 0.9 | $40M | 477k | 84.29 | |
| Endologix | 0.9 | $40M | 7.5M | 5.35 | |
| Endologix, Inc. 3.25% 11/01/2020 | 0.9 | $40M | 43M | 0.91 | |
| Icon (ICLR) | 0.9 | $37M | 331k | 112.15 | |
| Mallinckrodt Pub | 0.9 | $37M | 1.6M | 22.56 | |
| Amazon (AMZN) | 0.9 | $36M | 31k | 1169.48 | |
| Medicines Company 2.750000 07/15/2023 bond | 0.8 | $32M | 35M | 0.92 | |
| Netflix (NFLX) | 0.7 | $28M | 147k | 191.96 | |
| NVIDIA Corporation (NVDA) | 0.7 | $28M | 145k | 193.50 | |
| Sienna Biopharmaceuticals (SNNAQ) | 0.7 | $28M | 1.6M | 17.17 | |
| Microsoft Corporation (MSFT) | 0.6 | $27M | 317k | 85.54 | |
| Kura Oncology (KURA) | 0.6 | $27M | 1.8M | 15.30 | |
| Jounce Therapeutics | 0.6 | $27M | 2.1M | 12.75 | |
| Tesla Motors (TSLA) | 0.6 | $26M | 83k | 311.35 | |
| Regenxbio Inc equity us cm (RGNX) | 0.6 | $26M | 770k | 33.25 | |
| Square Inc cl a (SQ) | 0.6 | $26M | 738k | 34.67 | |
| Bluebird Bio (BLUE) | 0.6 | $25M | 140k | 178.10 | |
| Fluidigm Corporation convertible cor | 0.6 | $25M | 30M | 0.83 | |
| Tree (TREE) | 0.5 | $22M | 65k | 340.45 | |
| Acorda Therap note 1.75% 6/15 | 0.5 | $21M | 25M | 0.85 | |
| Cutera (CUTR) | 0.5 | $19M | 415k | 45.35 | |
| Accuray Incorporated (ARAY) | 0.5 | $19M | 4.4M | 4.30 | |
| American Tower Reit (AMT) | 0.4 | $18M | 124k | 142.67 | |
| Endocyte | 0.3 | $15M | 3.4M | 4.28 | |
| Allena Pharmaceuticals | 0.3 | $15M | 1.5M | 10.06 | |
| Inc Resh Hldgs Inc cl a | 0.3 | $14M | 313k | 43.60 | |
| Cardiovascular Systems | 0.3 | $13M | 550k | 23.69 | |
| Nightstar Therapeutics | 0.3 | $13M | 979k | 13.12 | |
| Lannett Company | 0.3 | $12M | 521k | 23.20 | |
| Inogen (INGN) | 0.3 | $11M | 92k | 119.08 | |
| Coupa Software | 0.2 | $11M | 343k | 31.22 | |
| Invuity | 0.2 | $6.8M | 1.1M | 6.20 | |
| Clementia | 0.1 | $5.9M | 312k | 18.98 | |
| Optinose (OPTN) | 0.1 | $6.1M | 323k | 18.90 | |
| Akorn | 0.1 | $3.4M | 104k | 32.23 | |
| Facebook Inc cl a (META) | 0.0 | $648k | 3.7k | 176.57 |
