PARTNER INVESTMENT MANAGEMENT, L.P. Information

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

Report Date: 09/30/2014

Position Statistics

Total Positions 74
New Positions 11
Increased Positions 20
Decreased Positions 54
Positions with Activity 74
Sold Out Positions 15
Total Mkt Value (in $ millions) 274

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

Sector Weighting

Basic Materials
Capital Goods 14.38%
Conglomerates 0.3%
Consumer Cyclical
Consumer/Non-Cyclical 0%
Energy 1.77%
Financial 2.75%
Healthcare 26.66%
Services 25.89%
Technology 21.11%
Transportation 5.87%
Utilities

20 INCREASED Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
VALEANT PHARMACEUTICALS INTL I COM 15,648 937 6.37 97,818
BAIDU INC SPON ADR REP A 11,168 5,311 90.68 51,248
GOOGLE INC CL A 9,199 4,698 104.36 17,113
MICROSOFT CORP COM 8,892 985 12.45 220,093
MCGRAW HILL FINL INC COM 8,453 174 2.11 94,505
PULTE GROUP INC COM 6,639 3,520 112.85 322,423
FLEETCOR TECHNOLOGIES INC COM 5,033 5,033 New 35,823
HALLIBURTON CO COM 4,843 592 13.93 121,115
VIPSHOP HLDGS LTD SPONSORED ADR 4,051 4,051 New 180,910
TIME WARNER INC COM NEW 2,518 2,518 New 32,305
CLOVIS ONCOLOGY INC COM 2,399 1,309 120.16 36,798
ACORDA THERAPEUTICS INC COM 1,166 1,166 New 28,054
ZS PHARMA INC COM 751 751 New 16,708
MEDICINES CO COM 583 64 12.41 20,342
RELYPSA INC COM 474 474 New 13,489
HOLOGIC INC COM 337 337 New 11,109
CARDINAL HEALTH INC COM 286 286 New 3,443
AGIOS PHARMACEUTICALS INC COM 238 238 New 2,052
MERCK & CO INC NEW COM 206 206 New 3,418
CENTENE CORP DEL COM 189 189 New 1,732

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