PARTNER INVESTMENT MANAGEMENT, L.P. Information

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

Report Date: 03/31/2014

Position Statistics

Total Positions 96
New Positions 36
Increased Positions 57
Decreased Positions 39
Positions with Activity 96
Sold Out Positions 26
Total Mkt Value (in $ millions) 553

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

Sector Weighting

Basic Materials 0%
Capital Goods 5.36%
Conglomerates 0.25%
Consumer Cyclical
Consumer/Non-Cyclical
Energy 3.97%
Financial 15.22%
Healthcare 32.36%
Services 26.96%
Technology 13.67%
Transportation 1.45%
Utilities

96 Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) ▲ Change (%) Shares Held
AMAZON COM INC COM -17,309 Sold Out 0
MEDIVATION INC COM 759 -15,918 (95.45) 10,010
PRECISION CASTPARTS CORP COM -15,248 Sold Out 0
WYNDHAM WORLDWIDE CORP COM -14,403 Sold Out 0
AMERICAN TOWER CORP NEW COM -13,881 Sold Out 0
ADOBE SYS INC COM -13,556 Sold Out 0
GILEAD SCIENCES INC COM 15,405 -12,900 (45.58) 173,206
EATON CORP PLC SHS -12,853 Sold Out 0
TESORO CORP COM -12,071 Sold Out 0
VALERO ENERGY CORP NEW COM -11,965 Sold Out 0
CROWN CASTLE INTL CORP COM -10,753 Sold Out 0
AGILENT TECHNOLOGIES INC COM 9,698 -10,457 (51.88) 171,679
FACEBOOK INC CL A 4,443 -9,073 (67.13) 68,485
TIME WARNER INC COM NEW -8,532 Sold Out 0
CUMMINS INC COM -8,111 Sold Out 0
DOLLAR GEN CORP NEW COM -7,643 Sold Out 0
CME GROUP INC COM -6,485 Sold Out 0
BAIDU INC SPON ADR REP A -6,413 Sold Out 0
CABOT OIL & GAS CORP COM -6,201 Sold Out 0
NETFLIX INC COM -4,859 Sold Out 0