PARTNER INVESTMENT MANAGEMENT, L.P. Information

FOUR EMBARCADERO CENTER, SAN FRANCISCO, California, 94111, (415) 281-1022

Report Date: 03/31/2015

Position Statistics

Total Positions 109
New Positions 24
Increased Positions 39
Decreased Positions 70
Positions with Activity 109
Sold Out Positions 27
Total Mkt Value (in $ millions) 73

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 1.13%
Capital Goods 4.95%
Conglomerates 2.97%
Consumer Cyclical 0.67%
Consumer/Non-Cyclical
Energy 0.32%
Financial 8.53%
Healthcare 43.81%
Services 14.93%
Technology 11.86%
Transportation 3.73%
Utilities

39 INCREASED Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
KYTHERA BIOPHARMACEUTICALS INC COM 2,171 351 19.31 29,178
JAZZ PHARMACEUTICALS PLC SHS USD 1,878 1,878 New 9,850
TENET HEALTHCARE CORP COM NEW 1,701 1,063 166.47 29,996
AERCAP HOLDINGS NV SHS 1,483 1,483 New 32,097
PFIZER INC COM 1,421 1,421 New 39,729
ILLUMINA INC COM 1,420 1,077 314.52 6,537
ZS PHARMA INC COM 1,271 534 72.51 22,047
RADIUS HEALTH INC COM NEW 1,048 1,043 21,537.88 14,281
MANPOWERGROUP INC COM 989 989 New 10,945
RITE AID CORP COM 957 145 17.82 107,909
VARIAN MED SYS INC COM 922 922 New 10,205
BRISTOL MYERS SQUIBB CO COM 919 919 New 14,169
THORATEC CORP COM NEW 870 207 31.18 13,774
APPLE INC COM 822 822 New 6,685
AMERICAN TOWER CORP NEW COM 719 719 New 7,464
ALDER BIOPHARMACEUTICALS INC COM 708 366 107.37 15,391
MGIC INVT CORP WIS COM 669 669 New 60,773
PATTERSON COMPANIES INC COM 648 354 120.14 13,239
EXACT SCIENCES CORP COM 633 633 New 25,816
OMNICARE INC COM 580 20 3.55 6,032