PARTNER INVESTMENT MANAGEMENT, L.P. Information

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

Report Date: 06/30/2014

Position Statistics

Total Positions 88
New Positions 18
Increased Positions 37
Decreased Positions 50
Positions with Activity 87
Sold Out Positions 25
Total Mkt Value (in $ millions) 504

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

Sector Weighting

Basic Materials
Capital Goods 11.47%
Conglomerates 0.29%
Consumer Cyclical
Consumer/Non-Cyclical 1.82%
Energy 1.44%
Financial 3.45%
Healthcare 29.35%
Services 30.19%
Technology 17.25%
Transportation 4.3%
Utilities

18 New Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
NETFLIX INC COM 22,056 22,056 New 46,464
ADOBE SYS INC COM 13,708 13,708 New 191,588
PALO ALTO NETWORKS INC COM 12,701 12,701 New 154,119
ADVANCE AUTO PARTS INC COM 11,130 11,130 New 80,980
STARBUCKS CORP COM 9,202 9,202 New 118,094
MICROSOFT CORP COM 8,782 8,782 New 195,718
TIBCO SOFTWARE INC COM 7,810 7,810 New 373,135
BAIDU INC SPON ADR REP A 5,791 5,791 New 26,877
COMMUNITY HEALTH SYS INC NEW COM 4,924 4,924 New 92,206
PULTE GROUP INC COM 2,902 2,902 New 151,480
21VIANET GROUP INC SPONSORED ADR 2,556 2,556 New 90,297
IMPAX LABORATORIES INC COM 498 498 New 20,295
ALDER BIOPHARMACEUTICALS INC COM 480 480 New 27,893
MEDICINES CO COM 474 474 New 18,097
AEGERION PHARMACEUTICALS INC COM 411 411 New 12,637
VERSARTIS INC COM 322 322 New 14,199
MYLAN INC COM 270 270 New 5,626
RECEPTOS INC COM 138 138 New 2,717