Partner Investment Management

Partner Investment Management as of Dec. 31, 2013

Portfolio Holdings for Partner Investment Management

Partner Investment Management holds 59 positions in its portfolio as reported in the December 2013 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Google 6.6 $27M 24k 1120.69
Starwood Hotels & Resorts Worldwide 6.2 $25M 320k 79.45
Gilead Sciences (GILD) 5.9 $24M 318k 75.10
Amazon (AMZN) 5.2 $21M 53k 398.78
Agilent Technologies Inc C ommon (A) 5.0 $20M 357k 57.19
Actavis 4.3 $18M 104k 168.00
Precision Castparts 4.0 $16M 60k 269.31
Hca Holdings (HCA) 3.6 $15M 305k 47.71
Medivation 3.5 $14M 220k 63.82
Wyndham Worldwide Corporation 3.4 $14M 188k 73.69
Eaton (ETN) 3.1 $13M 166k 76.12
Valero Energy Corporation (VLO) 3.0 $12M 243k 50.40
American Tower Reit (AMT) 3.0 $12M 152k 79.82
Clovis Oncology 3.0 $12M 201k 60.27
Tesoro Corporation 3.0 $12M 205k 58.50
Facebook Inc cl a (META) 2.8 $11M 208k 54.65
Adobe Systems Incorporated (ADBE) 2.8 $11M 189k 59.88
Crown Castle International 2.6 $11M 144k 73.43
salesforce (CRM) 2.5 $9.9M 180k 55.19
Time Warner 2.0 $8.2M 118k 69.72
Dollar General (DG) 2.0 $8.0M 133k 60.32
Cummins (CMI) 1.9 $7.5M 53k 140.96
Cme (CME) 1.8 $7.3M 93k 78.46
Endo Pharmaceuticals 1.7 $7.0M 104k 67.46
Cabot Oil & Gas Corporation (CTRA) 1.7 $6.9M 179k 38.76
Baidu (BIDU) 1.5 $6.2M 35k 177.87
Marathon Petroleum Corp (MPC) 1.4 $5.6M 61k 91.74
Thermo Fisher Scientific (TMO) 1.4 $5.5M 50k 111.34
McGraw-Hill Companies 1.3 $5.3M 68k 78.20
CBS Corporation 1.0 $4.2M 67k 63.74
Health Net 1.0 $4.2M 143k 29.67
Netflix (NFLX) 1.0 $4.1M 11k 368.17
Medicines Company 1.0 $4.0M 104k 38.62
Workday Inc cl a (WDAY) 0.9 $3.6M 43k 83.17
Dendreon Corp note 0.8 $3.4M 5.2M 0.65
Allergan 0.8 $3.1M 28k 111.07
Orexigen Therapeutics 0.3 $1.4M 240k 5.63
Auxilium Pharmaceuticals 0.3 $1.3M 61k 20.73
Tenet Healthcare Corporation (THC) 0.3 $1.2M 30k 42.13
Bristol Myers Squibb (BMY) 0.3 $1.2M 842k 1.41
Kythera Biopharmaceuticals I 0.2 $982k 26k 37.35
Repros Therapeutics 0.2 $890k 49k 18.31
Pfizer (PFE) 0.2 $806k 26k 30.62
Cooper Companies (COO) 0.2 $747k 6.0k 123.90
Karyopharm Therapeutics (KPTI) 0.2 $662k 30k 21.97
McKesson Corporation (MCK) 0.1 $598k 3.7k 161.53
Bruker Corporation (BRKR) 0.1 $617k 31k 19.76
Anacor Pharmaceuticals In 0.1 $559k 33k 16.79
Humana (HUM) 0.1 $431k 4.2k 103.16
Dendreon Corporation 0.1 $458k 153k 2.99
Regeneron Pharmaceuticals (REGN) 0.1 $424k 1.5k 274.97
Illumina (ILMN) 0.1 $328k 3.0k 110.59
Myriad Genetics (MYGN) 0.1 $269k 13k 20.99
Omnicare 0.1 $236k 3.9k 60.48
Valeant Pharmaceuticals Int 0.1 $230k 2.0k 117.29
Relypsa 0.1 $253k 10k 24.97
Surgical Care Affiliates 0.1 $238k 6.8k 34.88
Bluebird Bio (BLUE) 0.1 $195k 9.3k 20.99
Macrogenics (MGNX) 0.0 $74k 2.7k 27.57