Partner Investment Management as of June 30, 2012
Portfolio Holdings for Partner Investment Management
Partner Investment Management holds 41 positions in its portfolio as reported in the June 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Wyndham Worldwide | 5.7 | $9.8M | 564k | 17.30 | |
| Eaton Corporation | 5.4 | $9.3M | 235k | 39.63 | |
| eBay (EBAY) | 5.4 | $9.3M | 221k | 42.01 | |
| Wellcare Health Plans | 5.2 | $8.9M | 357k | 24.95 | |
| Stanley Black & Decker | 5.2 | $8.9M | 293k | 30.25 | |
| Questcor Pharmaceuticals | 4.9 | $8.5M | 347k | 24.39 | |
| Vertex Pharmaceuticals | 4.9 | $8.4M | 328k | 25.47 | |
| Molina Healthcare | 4.8 | $8.3M | 778k | 10.61 | |
| Gap Inc Del | 3.7 | $6.3M | 597k | 10.60 | |
| Autozone | 3.2 | $5.5M | 42k | 129.72 | |
| Ingersoll-rand | 3.2 | $5.5M | 604k | 9.04 | |
| Express Scripts Hldg | 3.1 | $5.4M | 634k | 8.49 | |
| Family Dollar Stores | 3.1 | $5.3M | 80k | 66.48 | |
| Apple | 3.0 | $5.1M | 94k | 53.64 | |
| Cummins (CMI) | 2.9 | $4.9M | 51k | 96.90 | |
| Dollar General (DG) | 2.8 | $4.8M | 88k | 54.39 | |
| Rockwell Automation | 2.7 | $4.7M | 374k | 12.52 | |
| Watson Pharmaceuticals | 2.7 | $4.6M | 467k | 9.76 | |
| Thermo Fisher Scientific | 2.5 | $4.2M | 273k | 15.34 | |
| Red Hat | 2.4 | $4.2M | 251k | 16.58 | |
| F5 Networks | 2.4 | $4.0M | 141k | 28.57 | |
| Yum Brands | 2.2 | $3.8M | 215k | 17.90 | |
| Universal American | 2.1 | $3.6M | 344k | 10.53 | |
| Salesforce | 2.1 | $3.6M | 243k | 14.80 | |
| PSS World Medical | 2.0 | $3.4M | 162k | 20.99 | |
| Medivation | 1.8 | $3.1M | 253k | 12.43 | |
| Magellan Health Services | 1.8 | $3.1M | 69k | 45.34 | |
| Volcano Corporation | 1.6 | $2.7M | 95k | 28.65 | |
| Cooper Companies | 1.2 | $2.1M | 27k | 79.76 | |
| Zimmer Holdings (ZBH) | 1.2 | $2.1M | 32k | 64.35 | |
| Humana (HUM) | 0.8 | $1.4M | 18k | 77.44 | |
| Amylin Pharmaceuticals | 0.8 | $1.4M | 48k | 28.20 | |
| Health Net | 0.8 | $1.3M | 466k | 2.82 | |
| Suntrust Bks | 0.6 | $1.1M | 869k | 1.22 | |
| Textron | 0.6 | $1.0M | 845k | 1.19 | |
| Onyx Pharmaceuticals | 0.4 | $666k | 311k | 2.14 | |
| Community Health Sys | 0.3 | $549k | 376k | 1.46 | |
| Research In Motion Ltd put | 0.2 | $370k | 141k | 2.63 | |
| Brookdale Sr Living | 0.1 | $201k | 575k | 0.35 | |
| Spdr Gold Trust gold | 0.0 | $54k | 449k | 0.12 | |
| Forest Labs Inc option | 0.0 | $20k | 135k | 0.15 |
