Partner Investment Management as of Sept. 30, 2019
Portfolio Holdings for Partner Investment Management
Partner Investment Management holds 69 positions in its portfolio as reported in the September 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Novo-nordisk A/s Sedol# 707752 | 10.6 | $6.2M | 18k | 352.16 | |
| Zimmer Holdings (ZBH) | 4.2 | $2.4M | 18k | 137.27 | |
| Nxp Semiconductors N V (NXPI) | 3.8 | $2.2M | 21k | 109.12 | |
| Microchip Technology (MCHP) | 3.8 | $2.2M | 24k | 92.89 | |
| Alexion Pharmaceuticals | 3.7 | $2.2M | 22k | 97.94 | |
| BioMarin Pharmaceutical (BMRN) | 3.4 | $2.0M | 29k | 67.41 | |
| Gilead Sciences (GILD) | 3.1 | $1.8M | 29k | 63.36 | |
| Twilio Inc cl a (TWLO) | 3.0 | $1.7M | 16k | 109.93 | |
| Penumbra (PEN) | 2.9 | $1.7M | 13k | 134.50 | |
| Western Digital (WDC) | 2.7 | $1.6M | 26k | 59.64 | |
| Intuit (INTU) | 2.6 | $1.5M | 5.7k | 265.99 | |
| salesforce (CRM) | 2.5 | $1.5M | 10k | 148.43 | |
| Godaddy Inc cl a (GDDY) | 2.5 | $1.4M | 22k | 66.00 | |
| Arena Pharmaceuticals | 2.3 | $1.3M | 29k | 45.78 | |
| Iqvia Holdings (IQV) | 2.2 | $1.3M | 8.6k | 149.41 | |
| SPDR S&P Biotech (XBI) | 2.1 | $1.3M | 16k | 76.28 | |
| Allergan | 2.1 | $1.2M | 7.4k | 168.29 | |
| WellCare Health Plans | 2.1 | $1.2M | 4.8k | 259.20 | |
| Allena Pharmaceuticals | 1.9 | $1.1M | 284k | 3.94 | |
| Cigna Corp (CI) | 1.9 | $1.1M | 7.1k | 151.85 | |
| Microsoft Corporation (MSFT) | 1.8 | $1.0M | 7.4k | 138.97 | |
| Irhythm Technologies (IRTC) | 1.6 | $946k | 13k | 74.13 | |
| Novartis (NVS) | 1.6 | $927k | 11k | 86.55 | |
| Hca Holdings (HCA) | 1.6 | $903k | 7.5k | 120.40 | |
| Edwards Lifesciences (EW) | 1.4 | $818k | 3.7k | 219.95 | |
| Stryker Corporation (SYK) | 1.4 | $806k | 3.7k | 216.20 | |
| MKS Instruments (MKSI) | 1.4 | $803k | 8.7k | 92.29 | |
| Dex (DXCM) | 1.4 | $794k | 5.3k | 149.16 | |
| Molina Healthcare (MOH) | 1.4 | $788k | 7.2k | 109.70 | |
| Myokardia | 1.3 | $768k | 15k | 52.17 | |
| Visa (V) | 1.3 | $761k | 4.4k | 171.90 | |
| Advanced Micro Devices (AMD) | 1.3 | $750k | 26k | 29.00 | |
| Audentes Therapeutics | 1.2 | $713k | 25k | 28.10 | |
| Ptc Therapeutics I (PTCT) | 1.2 | $677k | 20k | 33.80 | |
| 1.1 | $651k | 16k | 41.21 | ||
| Catalent | 1.1 | $646k | 14k | 47.63 | |
| Coupa Software | 1.1 | $618k | 4.8k | 129.48 | |
| Sage Therapeutics (SAGE) | 1.0 | $599k | 4.3k | 140.38 | |
| Uniqure Nv (QURE) | 1.0 | $579k | 15k | 39.36 | |
| Acorda Therap note 1.75% 6/15 | 0.9 | $521k | 659k | 0.79 | |
| Nevro (NVRO) | 0.8 | $496k | 5.8k | 86.01 | |
| Icon (ICLR) | 0.8 | $473k | 3.2k | 147.26 | |
| Live Nation Entertainment (LYV) | 0.7 | $433k | 6.5k | 66.36 | |
| Mirati Therapeutics | 0.7 | $418k | 5.4k | 77.84 | |
| Alibaba Group Holding (BABA) | 0.7 | $423k | 2.5k | 167.06 | |
| Visteon Corporation (VC) | 0.7 | $408k | 4.9k | 82.52 | |
| McKesson Corporation (MCK) | 0.7 | $396k | 2.9k | 136.55 | |
| Puma Biotechnology (PBYI) | 0.6 | $365k | 34k | 10.78 | |
| Goldman Sachs (GS) | 0.6 | $324k | 1.6k | 207.43 | |
| Aerie Pharmaceuticals | 0.6 | $322k | 17k | 19.25 | |
| Cardiovascular Systems | 0.5 | $281k | 5.9k | 47.51 | |
| Inspire Med Sys (INSP) | 0.4 | $217k | 3.5k | 61.14 | |
| Voyager Therapeutics (VYGR) | 0.3 | $196k | 11k | 17.23 | |
| Ptc Therapeutics Inc conv bd us | 0.3 | $201k | 193k | 1.04 | |
| Dermira | 0.3 | $192k | 30k | 6.40 | |
| Delphi Technologies | 0.3 | $190k | 14k | 13.40 | |
| D Fluidigm Corp Del (LAB) | 0.3 | $164k | 35k | 4.64 | |
| Dermira Inc note 3.000% 5/1 | 0.3 | $161k | 192k | 0.84 | |
| Coherus Biosciences (CHRS) | 0.3 | $158k | 7.8k | 20.24 | |
| Fate Therapeutics (FATE) | 0.2 | $138k | 8.9k | 15.51 | |
| Tradeweb Markets (TW) | 0.1 | $79k | 2.1k | 37.05 | |
| Avrobio Ord (AVRO) | 0.1 | $66k | 4.7k | 14.14 | |
| Acorda Therapeutics | 0.1 | $57k | 20k | 2.87 | |
| Axonics Modulation Technolog (AXNX) | 0.1 | $52k | 1.9k | 26.85 | |
| Eidos Therapeutics | 0.0 | $22k | 607.00 | 36.24 | |
| Livongo Health | 0.0 | $25k | 1.4k | 17.31 | |
| Assetmark Financial Hldg (AMK) | 0.0 | $25k | 961.00 | 26.01 | |
| Equillium (EQ) | 0.0 | $20k | 5.3k | 3.75 | |
| Endologix | 0.0 | $11k | 2.9k | 3.82 |
