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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) 3,554

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 5.69%
Consumer Non-Cyclicals
Financials 0%
Healthcare 74.95%
Technology 19.36%
Telecommunication Services
Utilities

111 Positions as of 03/31/2019

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
INTUIT COM 65,026 864 1.35 252,539
EXACT SCIENCES CORP COM 63,121 63,121 New 566,359
ALIGN TECHNOLOGY INC COM 58,762 -6,724 (10.27) 212,889
PAYPAL HLDGS INC COM 58,090 -51,039 (46.77) 507,599
MERIT MED SYS INC COM 57,515 16,185 39.16 977,313
NEW YORK TIMES CO CL A 55,671 29,583 113.39 1,727,851
VOYAGER THERAPEUTICS INC COM 50,337 50,337 New 1,951,061
NEVRO CORP COM 46,389 10,621 29.70 721,229
PTC THERAPEUTICS INC COM 45,666 45,666 New 1,086,776
PERKINELMER INC COM 44,671 44,671 New 472,656
IQVIA HLDGS INC COM 42,667 42,667 New 276,809
IRHYTHM TECHNOLOGIES INC COM 41,964 9,771 30.35 542,033
SQUARE INC CL A 40,217 3,253 8.80 575,598
MICROSOFT CORP COM 39,535 -53,102 (57.32) 296,300
HCA HEALTHCARE INC COM 38,790 -14,174 (26.76) 286,951
AMAZON COM INC COM 37,791 -65,003 (63.24) 20,120
NXP SEMICONDUCTORS N V COM 34,283 34,283 New 360,456
LIVE NATION ENTERTAINMENT INC COM 34,193 27,906 443.92 514,407
SEA LTD SPONSORED ADS 33,686 33,686 New 1,007,969
PUMA BIOTECHNOLOGY INC COM 33,252 33,252 New 2,603,920