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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) 3,646

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 5.92%
Consumer Non-Cyclicals
Financials 0%
Healthcare 73.91%
Technology 20.17%
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 ▲
SHOPIFY INC CL A 6,226 6,226 New 19,616
FAIR ISAAC CORP COM 29,241 29,241 New 86,256
NETFLIX INC COM 31,629 31,629 New 86,420
LYFT INC CL A COM 5,714 5,714 New 88,182
SPLUNK INC COM 12,297 12,297 New 90,080
MIRATI THERAPEUTICS INC COM 12,431 12,431 New 120,166
ZAI LAB LTD ADR 5,706 5,706 New 157,442
ALIBABA GROUP HLDG LTD SPONSORED ADS 31,740 1,381 4.55 182,212
INTUIT COM 70,933 943 1.35 252,539
IQVIA HLDGS INC COM 43,340 43,340 New 276,809
AGILENT TECHNOLOGIES INC COM 19,661 19,661 New 281,069
THERMO FISHER SCIENTIFIC INC COM 80,550 5,532 7.37 281,436
WELLCARE HEALTH PLANS INC COM 96,588 96,588 New 332,834
NXP SEMICONDUCTORS N V COM 34,968 34,968 New 360,456
ICU MED INC COM 93,220 49,513 113.28 374,860
CTRIP COM INTL LTD SPONSORED ADS 13,989 13,989 New 379,510
APTIV PLC SHS 31,310 31,310 New 391,418
UNIQURE NV SHS 29,018 29,018 New 416,862
UNITEDHEALTH GROUP INC COM 119,544 55,791 87.51 451,689
PERKINELMER INC COM 45,044 45,044 New 472,656