Partner Investment Management

Partner Investment Management as of March 31, 2014

Portfolio Holdings for Partner Investment Management

Partner Investment Management holds 71 positions in its portfolio as reported in the March 2014 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
iShares MSCI Emerging Markets Indx (EEM) 9.3 $49M 1.2M 41.01
Bristol Myers Squibb (BMY) 7.5 $39M 754k 51.95
Google 6.4 $34M 30k 1114.53
Starwood Hotels & Resorts Worldwide 4.7 $25M 312k 79.60
Hca Holdings (HCA) 4.7 $25M 467k 52.50
Actavis 3.9 $21M 100k 205.85
Walgreen Company 3.5 $18M 278k 66.03
Halliburton Company (HAL) 3.1 $16M 279k 58.89
Charles Schwab Corporation (SCHW) 3.0 $16M 572k 27.33
Endo International (ENDPQ) 2.8 $15M 218k 68.65
Twenty-first Century Fox 2.8 $15M 461k 31.97
Workday Inc cl a (WDAY) 2.7 $14M 154k 91.43
Time Warner Cable 2.6 $14M 100k 137.18
Vulcan Materials Company (VMC) 2.4 $13M 193k 66.45
Gilead Sciences (GILD) 2.3 $12M 173k 70.86
Wynn Resorts (WYNN) 2.3 $12M 54k 222.14
McGraw-Hill Companies 2.0 $11M 138k 76.30
Yahoo! 1.9 $10M 284k 35.90
Valeant Pharmaceuticals Int 1.9 $9.8M 74k 131.83
Martin Marietta Materials (MLM) 1.8 $9.6M 75k 128.35
Agilent Technologies Inc C ommon (A) 1.8 $9.6M 172k 55.92
CBS Corporation 1.6 $8.3M 134k 61.80
Liberty Global Inc C 1.6 $8.2M 201k 40.71
McKesson Corporation (MCK) 1.5 $7.7M 44k 176.56
Allergan 1.5 $7.8M 63k 124.11
Servicenow (NOW) 1.5 $7.7M 128k 59.92
Terex Corporation (TEX) 1.4 $7.6M 171k 44.30
Thermo Fisher Scientific (TMO) 1.3 $6.8M 57k 120.24
Macquarie Infrastructure Company 1.3 $6.8M 118k 57.27
salesforce (CRM) 1.2 $6.2M 109k 57.09
priceline.com Incorporated 1.2 $6.1M 5.1k 1191.98
American Express Company (AXP) 1.1 $6.0M 67k 90.02
Clovis Oncology 1.1 $5.7M 83k 69.27
Ctrip.com International 1.0 $5.3M 106k 50.42
Health Net 0.9 $4.8M 142k 34.01
Dendreon Corp note 0.8 $4.4M 5.9M 0.74
Facebook Inc cl a (META) 0.8 $4.1M 69k 60.25
Expedia (EXPE) 0.8 $4.0M 56k 72.50
Yelp Inc cl a (YELP) 0.6 $3.2M 42k 76.94
Tableau Software Inc Cl A 0.6 $3.2M 42k 76.07
Anadarko Petroleum Corporation 0.4 $2.1M 24k 84.76
Orexigen Therapeutics 0.4 $2.0M 305k 6.50
Tenet Healthcare Corporation (THC) 0.4 $2.0M 46k 42.81
Humana (HUM) 0.3 $1.7M 15k 112.72
Kythera Biopharmaceuticals I 0.3 $1.6M 39k 39.77
Pfizer (PFE) 0.3 $1.5M 47k 32.12
ACADIA Pharmaceuticals (ACAD) 0.3 $1.5M 61k 24.33
Rite Aid Corporation 0.3 $1.4M 227k 6.27
Molina Healthcare (MOH) 0.2 $1.1M 31k 37.57
Acorda Therapeutics 0.2 $1.1M 28k 37.91
Intercept Pharmaceuticals In 0.2 $861k 2.6k 329.63
Anacor Pharmaceuticals In 0.1 $809k 40k 20.01
Repros Therapeutics 0.1 $783k 44k 17.75
Prothena (PRTA) 0.1 $815k 21k 38.31
Omnicare 0.1 $622k 10k 59.64
Cemex SAB de CV (CX) 0.1 $650k 51k 12.64
Bruker Corporation (BRKR) 0.1 $638k 28k 22.79
Medivation 0.1 $644k 10k 64.34
CIGNA Corporation 0.1 $558k 6.7k 83.80
Therapeuticsmd 0.1 $598k 95k 6.31
Teva Pharmaceutical Industries (TEVA) 0.1 $451k 327k 1.38
Revance Therapeutics (RVNC) 0.1 $397k 13k 31.53
Karyopharm Therapeutics (KPTI) 0.1 $375k 12k 30.86
Forest Laboratories 0.1 $302k 3.3k 92.38
Bluebird Bio (BLUE) 0.1 $260k 12k 22.70
PerkinElmer (RVTY) 0.0 $206k 4.6k 45.06
Macrogenics (MGNX) 0.0 $229k 8.2k 27.89
Celladon 0.0 $181k 15k 11.89
Spirit Airlines (SAVE) 0.0 $131k 2.2k 59.41
Castlight Health 0.0 $80k 3.8k 21.18
Myriad Genetics (MYGN) 0.0 $55k 1.6k 34.18