Partner Investment Management

Partner Investment Management as of Dec. 31, 2014

Portfolio Holdings for Partner Investment Management

Partner Investment Management holds 85 positions in its portfolio as reported in the December 2014 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vulcan Materials Company (VMC) 8.2 $20M 306k 65.73
Microsoft Corporation (MSFT) 7.6 $19M 400k 46.45
Valeant Pharmaceuticals Int 4.2 $10M 73k 143.11
Macquarie Infrastructure Company 3.4 $8.4M 118k 71.09
Hca Holdings (HCA) 3.3 $8.0M 109k 73.39
Walgreen Boots Alliance (WBA) 3.2 $7.9M 104k 76.20
Allergan 3.0 $7.4M 35k 212.58
Broadcom Corporation 3.0 $7.3M 168k 43.33
Teva Pharmaceutical Industries (TEVA) 2.8 $6.8M 118k 57.51
Dollar General (DG) 2.7 $6.6M 93k 70.70
Stryker Corporation (SYK) 2.7 $6.5M 69k 94.33
Gilead Sciences (GILD) 2.4 $5.8M 61k 94.26
Palo Alto Networks (PANW) 2.4 $5.8M 47k 122.57
Adobe Systems Incorporated (ADBE) 2.3 $5.7M 78k 72.69
Actavis 2.3 $5.5M 22k 257.42
Edwards Lifesciences (EW) 1.9 $4.6M 36k 127.37
Spirit Airlines (SAVE) 1.9 $4.6M 60k 75.57
Advance Auto Parts (AAP) 1.9 $4.5M 28k 159.29
McKesson Corporation (MCK) 1.8 $4.3M 21k 207.56
Humana (HUM) 1.8 $4.3M 30k 143.63
Pulte (PHM) 1.7 $4.2M 194k 21.46
Hologic (HOLX) 1.7 $4.1M 154k 26.74
Depository Vipshop Holdings Ltd - Ads receipt (VIPS) 1.7 $4.1M 209k 19.54
UnitedHealth (UNH) 1.6 $4.0M 40k 101.08
Agilent Technologies Inc C ommon (A) 1.6 $4.0M 97k 40.95
Visa (V) 1.5 $3.7M 14k 262.18
Clovis Oncology 1.5 $3.6M 64k 56.00
Charter Communications 1.5 $3.6M 21k 166.60
CF Industries Holdings (CF) 1.2 $3.1M 11k 272.52
FleetCor Technologies 1.2 $3.0M 21k 148.71
BlackRock (BLK) 1.2 $3.0M 8.3k 357.62
Celgene Corporation 1.2 $2.9M 26k 111.87
Thermo Fisher Scientific (TMO) 1.1 $2.8M 23k 125.29
Amgen (AMGN) 1.1 $2.8M 17k 159.30
Starwood Hotels & Resorts Worldwide 1.0 $2.5M 30k 81.05
Qualcomm (QCOM) 1.0 $2.4M 32k 74.34
Facebook Inc cl a (META) 1.0 $2.4M 31k 78.02
Baidu (BIDU) 1.0 $2.4M 10k 227.96
Liberty Global Inc C 0.8 $1.9M 40k 48.31
Receptos 0.8 $1.8M 15k 122.51
Bank of America Corporation (BAC) 0.7 $1.8M 102k 17.89
WellCare Health Plans 0.7 $1.7M 21k 82.06
Molina Healthcare (MOH) 0.7 $1.7M 32k 53.52
Workday Inc cl a (WDAY) 0.6 $1.5M 18k 81.64
Express Scripts Holding 0.6 $1.4M 16k 84.68
Medivation 0.5 $1.3M 13k 99.62
Acorda Therapeutics 0.5 $1.3M 31k 40.88
Informatica Corporation 0.5 $1.2M 32k 38.14
Juno Therapeutics 0.5 $1.2M 24k 52.21
Equifax (EFX) 0.5 $1.2M 15k 80.85
Wells Fargo & Company (WFC) 0.5 $1.2M 22k 54.80
Masco Corporation (MAS) 0.5 $1.2M 48k 25.20
NVIDIA Corporation (NVDA) 0.4 $1.0M 52k 20.04
Bluebird Bio (BLUE) 0.4 $950k 10k 91.70
Kythera Biopharmaceuticals I 0.3 $848k 25k 34.67
Alexion Pharmaceuticals 0.3 $761k 4.1k 185.02
Rite Aid Corporation 0.3 $689k 92k 7.52
Karyopharm Therapeutics (KPTI) 0.2 $614k 16k 37.44
Discovery Communications 0.2 $598k 17k 34.44
Medicines Company 0.2 $590k 21k 27.66
Tenet Healthcare Corporation (THC) 0.2 $570k 11k 50.64
Zs Pharma 0.2 $531k 13k 41.55
Relypsa 0.2 $473k 15k 30.81
Orexigen Therapeutics 0.2 $433k 72k 6.05
Versartis 0.2 $441k 20k 22.43
Omnicare 0.2 $425k 5.8k 72.96
Community Health Systems (CYH) 0.1 $364k 6.8k 53.90
Bruker Corporation (BRKR) 0.1 $370k 19k 19.64
Thoratec Corporation 0.1 $341k 11k 32.48
Anacor Pharmaceuticals In 0.1 $324k 10k 32.23
Patterson Companies (PDCO) 0.1 $289k 6.0k 48.05
Illumina (ILMN) 0.1 $291k 1.6k 184.53
ACADIA Pharmaceuticals (ACAD) 0.1 $209k 6.6k 31.68
Kite Pharma 0.1 $217k 3.8k 57.76
Alder Biopharmaceuticals 0.1 $216k 7.4k 29.10
Celladon 0.1 $201k 10k 19.57
Quidel Corporation 0.1 $153k 5.3k 29.00
Accuray Incorporated (ARAY) 0.1 $142k 19k 7.56
Ptc Therapeutics I (PTCT) 0.1 $154k 3.0k 51.92
Pra Health Sciences 0.1 $157k 6.5k 24.21
Lendingclub 0.1 $117k 4.6k 25.40
Hortonworks 0.0 $63k 2.3k 27.14
Bristol Myers Squibb (BMY) 0.0 $3.4k 43k 0.08
Merck & Co (MRK) 0.0 $8.9k 222k 0.04
Radius Health 0.0 $3.0k 66.00 45.45