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) 505

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

Sector Weighting

Basic Materials
Capital Goods 11.19%
Conglomerates 0.29%
Consumer Cyclical
Consumer/Non-Cyclical 1.78%
Energy 1.4%
Financial 3.55%
Healthcare 30.45%
Services 29.06%
Technology 17.69%
Transportation 4.2%
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 21,258 21,258 New 46,464
PALO ALTO NETWORKS INC COM 15,301 15,301 New 154,119
ADOBE SYS INC COM 12,825 12,825 New 191,588
ADVANCE AUTO PARTS INC COM 10,670 10,670 New 80,980
MICROSOFT CORP COM 9,301 9,301 New 195,718
STARBUCKS CORP COM 8,983 8,983 New 118,094
TIBCO SOFTWARE INC COM 7,224 7,224 New 373,135
BAIDU INC SPON ADR REP A 6,045 6,045 New 26,877
COMMUNITY HEALTH SYS INC NEW COM 5,297 5,297 New 92,206
PULTE GROUP INC COM 2,851 2,851 New 151,480
21VIANET GROUP INC SPONSORED ADR 1,806 1,806 New 90,297
IMPAX LABORATORIES INC COM 498 498 New 20,295
MEDICINES CO COM 444 444 New 18,097
AEGERION PHARMACEUTICALS INC COM 415 415 New 12,637
ALDER BIOPHARMACEUTICALS INC COM 350 350 New 27,893
VERSARTIS INC COM 291 291 New 14,199
MYLAN INC COM 266 266 New 5,626
RECEPTOS INC COM 173 173 New 2,717


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