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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) 3,570

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 5.78%
Consumer Non-Cyclicals
Financials 0%
Healthcare 74.45%
Technology 19.77%
Telecommunication Services
Utilities

45 INCREASED 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 183,595 13,567 7.98 3,255,230
PFIZER INC COM 123,976 83,127 203.50 2,833,096
STRYKER CORP COM 118,485 118,485 New 579,444
UNITEDHEALTH GROUP INC COM 112,760 52,625 87.51 451,689
ZIMMER BIOMET HLDGS INC COM 111,695 32,046 40.23 951,246
WELLCARE HEALTH PLANS INC COM 98,392 98,392 New 332,834
ICU MED INC COM 92,298 49,023 113.28 374,860
THERMO FISHER SCIENTIFIC INC COM 83,178 5,713 7.37 281,436
ALLERGAN PLC SHS 74,482 74,482 New 574,837
MYOKARDIA INC COM 74,413 2,936 4.11 1,601,307
MOLINA HEALTHCARE INC COM 73,744 22,303 43.36 500,538
INTUIT COM 66,251 880 1.35 252,539
EXACT SCIENCES CORP COM 64,435 64,435 New 566,359
MERIT MED SYS INC COM 57,769 16,256 39.16 977,313
NEW YORK TIMES CO CL A 57,728 30,675 113.39 1,727,851
VOYAGER THERAPEUTICS INC COM 50,220 50,220 New 1,951,061
NEVRO CORP COM 46,188 10,575 29.70 721,229
PTC THERAPEUTICS INC COM 45,949 45,949 New 1,086,776
PERKINELMER INC COM 45,129 45,129 New 472,656
IQVIA HLDGS INC COM 43,578 43,578 New 276,809