Partner Investment Management

Partner Investment Management as of June 30, 2013

Portfolio Holdings for Partner Investment Management

Partner Investment Management holds 72 positions in its portfolio as reported in the June 2013 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Gilead Sciences (GILD) 7.5 $32M 623k 51.27
Eaton (ETN) 7.3 $31M 473k 65.81
Pfizer (PFE) 6.2 $27M 951k 28.01
Google 6.1 $26M 30k 880.37
Cummins (CMI) 4.5 $19M 179k 108.46
Thermo Fisher Scientific (TMO) 4.4 $19M 220k 84.63
Wyndham Worldwide Corporation 4.2 $18M 311k 57.23
CBS Corporation 3.6 $15M 315k 48.87
Starwood Hotels & Resorts Worldwide 3.5 $15M 237k 63.19
Liberty Global Inc Com Ser A 3.5 $15M 203k 73.49
Cbre Group Inc Cl A (CBRE) 3.2 $14M 591k 23.36
Citrix Systems 2.9 $12M 204k 60.36
Dollar General (DG) 2.9 $12M 243k 50.43
Clovis Oncology 2.4 $10M 155k 66.98
Agilent Technologies Inc C ommon (A) 2.4 $10M 237k 42.76
Medivation 2.4 $10M 205k 49.20
Rockwell Automation (ROK) 2.0 $8.6M 104k 83.14
BorgWarner (BWA) 1.9 $8.3M 96k 86.15
Actavis 1.9 $8.0M 64k 126.22
Time Warner 1.8 $7.5M 130k 57.82
Warner Chilcott Plc - 1.5 $6.3M 318k 19.91
Amc Networks Inc Cl A (AMCX) 1.4 $6.1M 93k 65.33
Lowe's Companies (LOW) 1.4 $5.9M 145k 40.90
Health Net 1.4 $5.9M 185k 31.82
Amazon (AMZN) 1.4 $5.8M 21k 277.68
Informatica Corporation 1.4 $5.8M 166k 34.98
Realogy Hldgs (HOUS) 1.3 $5.7M 118k 48.04
Polypore International 1.3 $5.4M 135k 40.30
Visa (V) 1.2 $5.3M 29k 182.73
Sina Corporation 1.2 $5.2M 94k 55.73
Sirona Dental Systems 1.0 $4.4M 67k 65.88
Time Warner Cable 0.9 $4.0M 35k 112.48
Health Management Associates 0.9 $3.8M 242k 15.72
Tibco Software 0.8 $3.4M 160k 21.41
stock (SPLK) 0.8 $3.4M 73k 46.36
Schlumberger (SLB) 0.8 $3.3M 46k 71.67
MGIC Investment (MTG) 0.8 $3.2M 531k 6.07
Cameron International Corporation 0.7 $3.0M 50k 61.15
salesforce (CRM) 0.6 $2.5M 66k 38.18
Netflix (NFLX) 0.6 $2.4M 11k 211.09
Dendreon Corp note 0.6 $2.4M 3.1M 0.76
Cme (CME) 0.4 $1.7M 22k 75.95
Phh Corp note 4.000% 9/0 0.4 $1.6M 1.5M 1.06
Orexigen Therapeutics 0.3 $1.1M 189k 5.84
Kythera Biopharmaceuticals I 0.2 $1.0M 38k 27.04
Universal Health Services (UHS) 0.2 $943k 14k 66.99
Valeant Pharmaceuticals Int 0.2 $853k 9.9k 86.06
Repros Therapeutics 0.2 $828k 45k 18.44
Biogen Idec (BIIB) 0.2 $708k 3.3k 215.07
Aegerion Pharmaceuticals 0.2 $686k 11k 63.32
Bruker Corporation (BRKR) 0.1 $641k 40k 16.15
CIGNA Corporation 0.1 $594k 8.2k 72.51
Tesaro 0.1 $564k 17k 32.73
Align Technology (ALGN) 0.1 $481k 13k 37.07
Regeneron Pharmaceuticals (REGN) 0.1 $421k 1.9k 225.01
Express Scripts Holding 0.1 $416k 6.7k 61.68
Cooper Companies (COO) 0.1 $384k 3.2k 119.07
CareFusion Corporation 0.1 $403k 11k 36.81
Molina Healthcare (MOH) 0.1 $398k 11k 37.14
Epizyme 0.1 $391k 14k 28.16
Hca Holdings (HCA) 0.1 $331k 408k 0.81
EXACT Sciences Corporation (EXAS) 0.1 $229k 17k 13.90
GenMark Diagnostics 0.1 $214k 21k 10.33
Waters Corporation (WAT) 0.0 $144k 1.4k 100.35
Idenix Pharmaceuticals 0.0 $144k 40k 3.60
Gw Pharmaceuticals Plc ads 0.0 $116k 13k 8.82
Rite Aid Corporation 0.0 $99k 35k 2.85
Research In Motion 0.0 $41k 3.9k 10.53
Volcano Corporation 0.0 $42k 47k 0.91
Intuitive Surgical (ISRG) 0.0 $4.0k 300.00 13.33
Merck & Co (MRK) 0.0 $18k 22k 0.83
Zoetis Inc Cl A (ZTS) 0.0 $0 5.00 0.00