Partner Investment Management as of Dec. 31, 2012
Portfolio Holdings for Partner Investment Management
Partner Investment Management holds 36 positions in its portfolio as reported in the December 2012 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
---|---|---|---|---|---|
Rockwell Automation (ROK) | 11.2 | $63M | 753k | 83.99 | |
Cummins (CMI) | 9.5 | $54M | 494k | 108.35 | |
V.F. Corporation (VFC) | 8.3 | $47M | 308k | 150.97 | |
Precision Castparts | 8.3 | $47M | 245k | 189.42 | |
Citrix Systems | 5.9 | $33M | 508k | 65.62 | |
Universal Health Services (UHS) | 5.3 | $30M | 620k | 48.35 | |
salesforce (CRM) | 5.2 | $29M | 174k | 168.10 | |
Medivation | 5.0 | $28M | 545k | 51.16 | |
Sirona Dental Systems | 4.5 | $26M | 396k | 64.46 | |
Coach | 3.3 | $19M | 335k | 55.51 | |
Regeneron Pharmaceuticals (REGN) | 3.3 | $19M | 109k | 171.07 | |
Amazon (AMZN) | 3.3 | $19M | 74k | 250.87 | |
iShares FTSE/Xinhua China 25 Index (FXI) | 2.9 | $16M | 398k | 40.45 | |
Terex Corporation (TEX) | 2.7 | $15M | 539k | 28.11 | |
Netflix (NFLX) | 2.0 | $11M | 119k | 92.59 | |
Starwood Hotels & Resorts Worldwide | 1.7 | $9.4M | 164k | 57.36 | |
Informatica Corporation | 1.7 | $9.4M | 309k | 30.32 | |
Stryker Corporation (SYK) | 1.7 | $9.3M | 170k | 54.82 | |
Ctrip.com International | 1.6 | $9.0M | 396k | 22.66 | |
Humana (HUM) | 1.4 | $8.1M | 118k | 68.63 | |
Valeant Pharmaceuticals Int | 1.3 | $7.3M | 122k | 59.77 | |
Kythera Biopharmaceuticals I | 1.2 | $7.0M | 232k | 30.34 | |
Clovis Oncology | 1.2 | $6.9M | 432k | 16.00 | |
Magellan Health Services | 1.1 | $6.3M | 128k | 49.00 | |
Molina Healthcare (MOH) | 1.0 | $5.8M | 214k | 27.06 | |
Amgen (AMGN) | 1.0 | $5.4M | 63k | 86.21 | |
Align Technology (ALGN) | 0.8 | $4.8M | 172k | 27.75 | |
Universal American | 0.8 | $4.6M | 540k | 8.59 | |
Sarepta Therapeutics (SRPT) | 0.6 | $3.6M | 139k | 25.80 | |
Hca Holdings (HCA) | 0.6 | $3.2M | 105k | 30.17 | |
Healthways | 0.5 | $3.0M | 282k | 10.70 | |
Brookdale Senior Living (BKD) | 0.4 | $2.4M | 96k | 25.32 | |
Infinity Pharmaceuticals (INFIQ) | 0.3 | $1.7M | 50k | 35.00 | |
Volcano Corporation | 0.3 | $1.6M | 67k | 23.61 | |
Forest Laboratories | 0.0 | $58k | 445k | 0.13 | |
Laboratory Corp. of America Holdings | 0.0 | $14k | 13k | 1.11 |