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) 280

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

Sector Weighting

Basic Materials
Capital Goods 14.17%
Conglomerates 0.29%
Consumer Cyclical
Consumer/Non-Cyclical 0%
Energy 1.79%
Financial 2.78%
Healthcare 26.69%
Services 26.19%
Technology 20.9%
Transportation 5.88%
Utilities

74 Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
TEVA PHARMACEUTICAL INDS LTD ADR 5,932 -14,094 (70.38) 100,439
SCHWAB CHARLES CORP NEW COM 5,733 -200 (3.38) 213,852
GILEAD SCIENCES INC COM 5,497 -4,885 (47.05) 52,341
FLEETCOR TECHNOLOGIES INC COM 5,043 5,043 New 35,823
HALLIBURTON CO COM 5,026 614 13.93 121,115
VIPSHOP HLDGS LTD SPONSORED ADR 4,288 4,288 New 180,910
COMMUNITY HEALTH SYS INC NEW COM 3,902 -643 (14.14) 79,168
CTRIP COM INTL LTD AMERICAN DEP SHS 3,470 -2,974 (46.15) 70,246
TIME WARNER INC COM NEW 2,605 2,605 New 32,305
CLOVIS ONCOLOGY INC COM 2,519 1,375 120.16 36,798
MEDIVATION INC COM 2,233 -13,083 (85.42) 21,328
GOOGLE INC CL C 1,578 -498 (23.98) 3,043
ACORDA THERAPEUTICS INC COM 1,226 1,226 New 28,054
HEALTH NET INC COM 973 -778 (44.43) 17,346
MCKESSON CORP COM 924 -17,331 (94.94) 4,242
ANACOR PHARMACEUTICALS INC COM 856 -613 (41.75) 23,258
KYTHERA BIOPHARMACEUTICALS INC COM 815 -498 (37.96) 22,443
ZS PHARMA INC COM 803 803 New 16,708
HUMANA INC COM 754 -219 (22.55) 5,001
ALDER BIOPHARMACEUTICALS INC COM 688 -123 (15.18) 23,660


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