Partner Investment Management

Partner Investment Management as of Sept. 30, 2013

Portfolio Holdings for Partner Investment Management

Partner Investment Management holds 68 positions in its portfolio as reported in the September 2013 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Gilead Sciences (GILD) 7.6 $29M 456k 62.87
Starwood Hotels & Resorts Worldwide 5.8 $22M 329k 66.45
Thermo Fisher Scientific (TMO) 5.2 $20M 211k 92.15
Wyndham Worldwide Corporation 4.8 $18M 299k 60.97
Eaton (ETN) 4.8 $18M 261k 68.84
Dollar General (DG) 4.8 $18M 318k 56.46
Cummins (CMI) 4.6 $17M 131k 132.87
Agilent Technologies Inc C ommon (A) 4.3 $16M 319k 51.25
Time Warner 3.8 $14M 216k 65.81
CBS Corporation 3.5 $13M 242k 55.16
Baidu (BIDU) 3.0 $11M 74k 155.18
Adobe Systems Incorporated (ADBE) 2.9 $11M 212k 51.94
Cameron International Corporation 2.9 $11M 188k 58.37
Hca Holdings (HCA) 2.6 $9.9M 231k 42.75
salesforce (CRM) 2.5 $9.3M 180k 51.91
Clovis Oncology 2.5 $9.3M 153k 60.80
Warner Chilcott Plc - 2.5 $9.2M 402k 22.93
American Tower Reit (AMT) 2.4 $9.1M 122k 74.13
Amazon (AMZN) 1.9 $7.3M 23k 312.62
Pfizer (PFE) 1.9 $7.0M 245k 28.73
Lowe's Companies (LOW) 1.9 $7.0M 147k 47.61
Tibco Software 1.6 $6.0M 235k 25.59
Regeneron Pharmaceuticals (REGN) 1.5 $5.7M 18k 312.87
Precision Castparts 1.4 $5.5M 24k 227.25
Apple (AAPL) 1.4 $5.3M 11k 476.77
Charles Schwab Corporation (SCHW) 1.2 $4.7M 220k 21.14
Polypore International 1.2 $4.4M 107k 40.97
Terex Corporation (TEX) 1.2 $4.4M 131k 33.60
Medicines Company 1.1 $4.1M 123k 33.52
Depository Vipshop Holdings Ltd - Ads receipt (VIPS) 1.1 $4.2M 73k 56.79
Johnson Controls 1.1 $4.1M 99k 41.50
Teradata Corporation (TDC) 1.0 $3.9M 70k 55.44
MGIC Investment (MTG) 0.9 $3.4M 472k 7.28
Netflix (NFLX) 0.9 $3.4M 11k 309.20
Sina Corporation 0.9 $3.4M 42k 81.17
Medivation 0.9 $3.3M 55k 59.94
Dendreon Corp note 0.8 $3.1M 4.9M 0.64
Yelp Inc cl a (YELP) 0.6 $2.4M 36k 66.18
Repros Therapeutics 0.5 $1.8M 23k 76.92
Cobalt Intl Energy 0.5 $1.7M 70k 24.87
Phh Corp note 4.000% 9/0 0.4 $1.6M 1.5M 1.09
Linkedin Corp 0.3 $1.3M 5.3k 246.15
Orexigen Therapeutics 0.3 $1.1M 179k 6.13
Kythera Biopharmaceuticals I 0.3 $1.1M 24k 45.60
Health Net 0.3 $1.0M 32k 31.71
Gulfport Energy Corporation 0.2 $930k 14k 64.36
Auxilium Pharmaceuticals 0.2 $733k 40k 18.20
Bruker Corporation (BRKR) 0.2 $732k 35k 20.66
Tenet Healthcare Corporation (THC) 0.1 $583k 14k 41.18
CIGNA Corporation 0.1 $476k 6.2k 76.89
McKesson Corporation (MCK) 0.1 $432k 3.4k 128.38
Volcano Corporation 0.1 $431k 18k 23.97
Cooper Companies (COO) 0.1 $377k 2.9k 129.73
Humana (HUM) 0.1 $358k 3.8k 93.38
Waters Corporation (WAT) 0.1 $356k 1.4k 250.00
Epizyme 0.1 $346k 8.6k 40.01
Actavis 0.1 $295k 2.0k 144.04
Mylan 0.1 $274k 7.2k 38.12
CareFusion Corporation 0.1 $280k 7.6k 36.91
Merck & Co (MRK) 0.1 $259k 12k 21.43
Rite Aid Corporation 0.1 $276k 58k 4.77
Molina Healthcare (MOH) 0.1 $275k 7.7k 35.66
Myriad Genetics (MYGN) 0.1 $230k 4.6k 50.00
GenMark Diagnostics 0.1 $242k 20k 12.12
Valeant Pharmaceuticals Int 0.1 $200k 1.9k 104.44
Agios Pharmaceuticals (AGIO) 0.1 $178k 6.4k 27.96
Sirona Dental Systems 0.0 $145k 2.2k 66.73
Bluebird Bio (BLUE) 0.0 $164k 6.1k 26.96