Partner Fund Management as of Dec. 31, 2019
Portfolio Holdings for Partner Fund Management
Partner Fund Management holds 57 positions in its portfolio as reported in the December 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Gilead Sciences (GILD) | 13.5 | $284M | 4.4M | 64.98 | |
| Cigna Corp (CI) | 7.7 | $161M | 785k | 204.49 | |
| Alexion Pharmaceuticals | 5.5 | $116M | 1.1M | 108.15 | |
| Biogen Idec (BIIB) | 3.6 | $77M | 259k | 296.73 | |
| Audentes Therapeutics | 3.5 | $74M | 1.2M | 59.84 | |
| Penumbra (PEN) | 3.3 | $69M | 419k | 164.27 | |
| Nevro (NVRO) | 3.2 | $68M | 577k | 117.54 | |
| Zimmer Holdings (ZBH) | 3.2 | $66M | 443k | 149.68 | |
| Anthem (ELV) | 2.9 | $60M | 199k | 302.03 | |
| Aerie Pharmaceuticals | 2.8 | $58M | 2.4M | 24.17 | |
| Allergan | 2.6 | $54M | 282k | 191.17 | |
| Iqvia Holdings (IQV) | 2.5 | $53M | 344k | 154.51 | |
| Centene Corporation (CNC) | 2.5 | $52M | 819k | 62.87 | |
| Arena Pharmaceuticals | 2.3 | $49M | 1.1M | 45.42 | |
| BioMarin Pharmaceutical (BMRN) | 2.2 | $47M | 554k | 84.55 | |
| Karuna Therapeutics Ord | 2.2 | $45M | 603k | 75.34 | |
| Hca Holdings (HCA) | 2.0 | $41M | 279k | 147.81 | |
| Novartis (NVS) | 1.9 | $41M | 443k | 91.90 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 1.9 | $40M | 183k | 218.95 | |
| Pfizer (PFE) | 1.7 | $36M | 923k | 39.18 | |
| Dermira | 1.6 | $34M | 2.3M | 15.16 | |
| Icon (ICLR) | 1.6 | $33M | 194k | 172.23 | |
| Immunomedics | 1.5 | $32M | 1.5M | 21.16 | |
| Irhythm Technologies (IRTC) | 1.5 | $31M | 458k | 68.09 | |
| ICU Medical, Incorporated (ICUI) | 1.5 | $31M | 166k | 187.12 | |
| Humana (HUM) | 1.4 | $29M | 80k | 366.52 | |
| Dermira Inc note 3.000% 5/1 | 1.4 | $28M | 31M | 0.93 | |
| Abbott Laboratories (ABT) | 1.3 | $28M | 323k | 86.86 | |
| UnitedHealth (UNH) | 1.3 | $28M | 95k | 293.98 | |
| Blueprint Medicines (BPMC) | 1.3 | $27M | 337k | 80.11 | |
| Envista Hldgs Corp (NVST) | 1.2 | $25M | 826k | 29.64 | |
| Edwards Lifesciences (EW) | 1.1 | $24M | 103k | 233.29 | |
| Molina Healthcare (MOH) | 1.1 | $24M | 177k | 135.69 | |
| Biomarin Pharmaceutical Inc note 1.500%10/1 | 0.9 | $20M | 18M | 1.09 | |
| EXACT Sciences Corporation (EXAS) | 0.9 | $19M | 210k | 92.48 | |
| Catalent (CTLT) | 0.8 | $18M | 317k | 56.30 | |
| Morphosys (MPSYF) | 0.7 | $16M | 122k | 126.80 | |
| Axonics Modulation Technolog (AXNX) | 0.7 | $15M | 550k | 27.71 | |
| Abbvie (ABBV) | 0.7 | $15M | 166k | 88.54 | |
| Cardiovascular Systems | 0.6 | $13M | 275k | 48.59 | |
| Microsoft Corporation (MSFT) | 0.5 | $11M | 71k | 157.71 | |
| Amarin Corporation (AMRN) | 0.5 | $11M | 533k | 21.44 | |
| D Fluidigm Corp Del (LAB) | 0.5 | $11M | 3.2M | 3.48 | |
| Halozyme Therapeutics (HALO) | 0.5 | $11M | 594k | 17.73 | |
| salesforce (CRM) | 0.5 | $10M | 63k | 162.64 | |
| Coherus Biosciences (CHRS) | 0.5 | $9.6M | 535k | 18.00 | |
| NVIDIA Corporation (NVDA) | 0.5 | $9.4M | 40k | 235.30 | |
| Alibaba Group Holding (BABA) | 0.5 | $9.4M | 44k | 212.11 | |
| Microchip Technology (MCHP) | 0.4 | $8.6M | 82k | 104.73 | |
| Nxp Semiconductors N V (NXPI) | 0.4 | $7.9M | 62k | 127.26 | |
| Square Inc cl a (SQ) | 0.2 | $5.0M | 80k | 62.57 | |
| Intuit (INTU) | 0.2 | $4.4M | 17k | 261.96 | |
| Acorda Therapeutics | 0.2 | $3.9M | 1.9M | 2.04 | |
| Paypal Holdings (PYPL) | 0.1 | $2.1M | 19k | 108.15 | |
| Visteon Corporation (VC) | 0.1 | $1.8M | 20k | 86.59 | |
| Coupa Software | 0.1 | $1.4M | 9.7k | 146.23 | |
| Endologix | 0.0 | $252k | 159k | 1.58 |
