Partner Investment Management as of Sept. 30, 2011
Portfolio Holdings for Partner Investment Management
Partner Investment Management holds 47 positions in its portfolio as reported in the September 2011 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Medivation | 61.2 | $589M | 347k | 1698.25 | |
| Lowe's Companies (LOW) | 3.4 | $33M | 1.7M | 19.34 | |
| First Solar (FSLR) | 2.5 | $25M | 3.9k | 6320.89 | |
| Coca-Cola Company (KO) | 2.2 | $22M | 321k | 67.56 | |
| WellPoint | 2.1 | $20M | 312k | 65.28 | |
| Visa (V) | 1.8 | $18M | 206k | 85.72 | |
| American Tower Corporation | 1.8 | $17M | 321k | 53.80 | |
| Yum! Brands (YUM) | 1.7 | $16M | 330k | 49.39 | |
| Amylin Pharmaceuticals | 1.6 | $15M | 1.6M | 9.23 | |
| salesforce (CRM) | 1.4 | $13M | 115k | 114.28 | |
| Cardinal Health (CAH) | 1.3 | $12M | 292k | 41.88 | |
| Baxter International (BAX) | 1.3 | $12M | 216k | 56.14 | |
| Precision Castparts | 1.2 | $12M | 75k | 155.46 | |
| Wyndham Worldwide Corporation | 1.2 | $12M | 408k | 28.51 | |
| Cisco Systems (CSCO) | 1.2 | $11M | 736k | 15.50 | |
| Rockwell Automation (ROK) | 1.2 | $12M | 205k | 56.00 | |
| Qualcomm (QCOM) | 1.1 | $11M | 228k | 48.63 | |
| Research In Motion | 1.1 | $11M | 5.4k | 2029.92 | |
| Altria (MO) | 1.0 | $9.6M | 359k | 26.81 | |
| eBay (EBAY) | 1.0 | $9.3M | 315k | 29.49 | |
| Allscripts Healthcare Solutions (MDRX) | 0.9 | $8.5M | 472k | 18.02 | |
| Biogen Idec (BIIB) | 0.9 | $8.3M | 89k | 93.15 | |
| Pharmasset | 0.7 | $7.0M | 85k | 82.37 | |
| UnitedHealth (UNH) | 0.6 | $6.2M | 134k | 46.12 | |
| Goodyear Tire & Rubber Company (GT) | 0.6 | $5.4M | 540k | 10.09 | |
| Health Net | 0.6 | $5.4M | 229k | 23.71 | |
| Apple (AAPL) | 0.5 | $4.6M | 12k | 381.29 | |
| MGM Resorts International. (MGM) | 0.5 | $4.5M | 486k | 9.29 | |
| Calpine Corporation | 0.5 | $4.5M | 317k | 14.08 | |
| Pharmaceutical Product Development | 0.4 | $4.3M | 166k | 25.66 | |
| Humana (HUM) | 0.4 | $3.9M | 53k | 72.73 | |
| Amylin Pharmaceuticals Inc note 3.000% 6/1 | 0.2 | $2.4M | 2.8M | 0.88 | |
| AMERIGROUP Corporation | 0.2 | $2.4M | 61k | 39.02 | |
| Netflix (NFLX) | 0.2 | $2.2M | 192.00 | 11328.12 | |
| Thermo Fisher Scientific (TMO) | 0.2 | $1.9M | 37k | 50.63 | |
| Salix Pharmaceuticals | 0.2 | $1.8M | 63k | 29.60 | |
| InterMune | 0.2 | $1.7M | 86k | 20.20 | |
| HeartWare International | 0.1 | $1.3M | 20k | 64.40 | |
| WellCare Health Plans | 0.1 | $1.1M | 30k | 37.96 | |
| PerkinElmer (RVTY) | 0.1 | $1.0M | 53k | 19.21 | |
| Agilent Technologies Inc C ommon (A) | 0.1 | $1.0M | 32k | 31.24 | |
| Riverbed Technology | 0.1 | $832k | 42k | 19.95 | |
| BioSante Pharmaceuticals | 0.1 | $758k | 332k | 2.28 | |
| Cooper Companies | 0.1 | $637k | 8.0k | 79.17 | |
| Achillion Pharmaceuticals | 0.1 | $674k | 143k | 4.72 | |
| Inhibitex | 0.1 | $587k | 238k | 2.46 | |
| Sequenom | 0.0 | $331k | 65k | 5.10 |
