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PARTNER FUND MANAGEMENT, L.P. Information

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

Report Date: 03/31/2019

Position Statistics

Total Positions 111
New Positions 27
Increased Positions 45
Decreased Positions 66
Positions with Activity 111
Sold Out Positions 32
Total Mkt Value (in $ millions) 3,534

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

Sector Weighting

Energy
Basic Materials
Industrials
Consumer Cyclicals 5.79%
Consumer Non-Cyclicals
Financials 0%
Healthcare 74.86%
Technology 19.36%
Telecommunication Services
Utilities

111 Activity Positions as of 03/31/2019

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
ARENA PHARMACEUTICALS INC COM NEW 186,297 13,767 7.98 3,255,230
PFIZER INC COM 121,483 81,455 203.50 2,833,096
PENUMBRA INC COM 121,382 -29,357 (19.48) 727,057
STRYKER CORP COM 113,797 113,797 New 579,444
ZIMMER BIOMET HLDGS INC COM 111,990 32,131 40.23 951,246
UNITEDHEALTH GROUP INC COM 111,102 51,851 87.51 451,689
ANTHEM INC COM 99,572 -30,189 (23.27) 346,397
WELLCARE HEALTH PLANS INC COM 97,490 97,490 New 332,834
HUMANA INC COM 92,857 -11,113 (10.69) 364,473
BLUEPRINT MEDICINES CORP COM 91,047 -47,821 (34.44) 964,075
ICU MED INC COM 89,532 47,554 113.28 374,860
ESPERION THERAPEUTICS INC NEW COM 83,485 -12,926 (13.41) 1,627,079
MICROCHIP TECHNOLOGY INC COM 83,409 -461 (0.55) 1,026,821
AUDENTES THERAPEUTICS INC COM 80,915 -39,483 (32.79) 2,030,481
THERMO FISHER SCIENTIFIC INC COM 80,471 5,527 7.37 281,436
MYOKARDIA INC COM 76,591 3,022 4.11 1,601,307
GODADDY INC CL A 76,552 -80,968 (51.4) 1,074,417
MOLINA HEALTHCARE INC COM 73,374 22,191 43.36 500,538
EDWARDS LIFESCIENCES CORP COM 66,567 -33,351 (33.38) 360,307
ALLERGAN PLC SHS 66,526 66,526 New 574,837