Partner Investment Management, L.P.

Q1 2014 13F Holdings Report, Stock Holdings

Signature - Title: Darin Sadow - Chief Compliance Officer
Location: San Francisco, CA
Holdings as of: March 31, 2014
Value $: $542M
Num holdings: 71
Date filed: 5/15/2014, 04:33 PM
Form type: 13F-HR
Description: All US holdings of this investor are reported in this report. Top holdings included EEM, BMY, GOOGL, HOT, and HCA.
Previous filing: Q4 2013 - Feb 21, 2014
Next filing: Q2 2014 - Aug 14, 2014
SEC: View on sec.gov
Options Holdings: Showing stock holdings, see here for options holdings

Sym	Weight	Trade Impact	Company	Class	Shares Change	Activity	Value Change $	Value $	* Price $	Shares	Principal
EEM	9.05%	+9.05%	Ishares	MSCI EMG MKT ETF	+1.2M	NEW	+$49M	$49M	41.01	1.2M
BMY	7.23%	+0.88%	Bristol Myers Squibb Co	COM	+91.6K	+13.8%	+$4.76M	$39.2M	51.95	754K
GOOGL	6.25%	+1.32%	Google Inc	CL A	+6.43K	+26.9%	+$7.17M	$33.9M	1,114.53	30.4K
HOT	4.58%	-0.11%	Starwood Hotels&Resorts Wrld	COM	-7.63K	-2.39%	-$608K	$24.8M	79.60	312K
HCA	4.52%	+1.57%	Hca Holdings Inc	COM	+162K	+53.1%	+$8.5M	$24.5M	52.50	467K
B108PS	3.79%	-0.18%	Actavis Plc	SHS	-4.64K	-4.44%	-$955K	$20.5M	205.85	99.7K
WAG	3.39%	+3.39%	Walgreen Co	COM	+278K	NEW	+$18.4M	$18.4M	66.03	278K
HAL	3.03%	+3.03%	Halliburton Co	COM	+279K	NEW	+$16.4M	$16.4M	58.89	279K
TEVA	3.03%	+3.03%	Teva Pharmaceutical Inds Ltd	ADR	+311K	NEW	+$16.4M	$16.4M	52.84	311K
SCHW	2.89%	+2.89%	Schwab Charles Corp New	COM	+572K	NEW	+$15.6M	$15.6M	27.33	572K
ENDPQ	2.76%	+2.76%	Endo Intl Plc	SHS	+218K	NEW	+$15M	$15M	68.65	218K
FOXA	2.72%	+2.72%	Twenty First Centy Fox Inc	CL A	+461K	NEW	+$14.7M	$14.7M	31.97	461K
WDAY	2.59%	+1.86%	Workday Inc	CL A	+110K	+253.9%	+$10.1M	$14M	91.43	154K
TWC	2.52%	+2.52%	Time Warner Cable Inc	COM	+99.5K	NEW	+$13.6M	$13.6M	137.18	99.5K
VMC	2.36%	+2.36%	Vulcan Matls Co	COM	+193K	NEW	+$12.8M	$12.8M	66.45	193K
GILD	2.26%	-1.9%	Gilead Sciences Inc	COM	-145K	-45.6%	-$10.3M	$12.3M	70.86	173K
WYNN	2.21%	+2.21%	Wynn Resorts Ltd	COM	+53.9K	NEW	+$12M	$12M	222.14	53.9K
MHFI	1.94%	+0.98%	Mcgraw Hill Finl Inc	COM	+70K	+102.8%	+$5.34M	$10.5M	76.30	138K
YHOO	1.88%	+1.88%	Yahoo Inc	COM	+284K	NEW	+$10.2M	$10.2M	35.90	284K
VRX	1.81%	+1.76%	Valeant Pharmaceuticals Intl	COM	+72.5K	+3695.7%	+$9.55M	$9.81M	131.83	74.4K
MLM	1.77%	+1.77%	Martin Marietta Matls Inc	COM	+74.9K	NEW	+$9.62M	$9.62M	128.35	74.9K
A	1.77%	-1.91%	Agilent Technologies Inc	COM	-185K	-51.9%	-$10.4M	$9.6M	55.92	172K
CBS	1.53%	+0.77%	Cbs Corp New	CL B	+67.5K	+101.3%	+$4.17M	$8.28M	61.80	134K
LBTYK	1.51%	+1.51%	Liberty Global Plc	SHS CL C	+201K	NEW	+$8.17M	$8.17M	40.71	201K
AGN	1.43%	+0.79%	Allergan Inc	COM	+34.6K	+124.5%	+$4.3M	$7.75M	124.11	62.5K
MCK	1.43%	+1.31%	Mckesson Corp	COM	+40.2K	+1084.9%	+$7.09M	$7.75M	176.56	43.9K
NOW	1.42%	+1.42%	Servicenow Inc	COM	+128K	NEW	+$7.69M	$7.69M	59.92	128K
TEX	1.39%	+1.39%	Terex Corp New	COM	+171K	NEW	+$7.56M	$7.56M	44.30	171K
TMO	1.25%	+0.15%	Thermo Fisher Scientific Inc	COM	+6.87K	+13.8%	+$826K	$6.8M	120.24	56.5K
MIC	1.25%	+1.25%	Macquarie Infrastr Co Llc	MEMBERSHIP INT	+118K	NEW	+$6.78M	$6.78M	57.27	118K
CRM	1.15%	-0.75%	Salesforce Com Inc	COM	-71.3K	-39.6%	-$4.07M	$6.22M	57.09	109K
PCLN	1.12%	+1.12%	Priceline Com Inc	COM NEW	+5.12K	NEW	+$6.1M	$6.1M	1,191.98	5.12K
AXP	1.11%	+1.11%	American Express Co	COM	+66.8K	NEW	+$6.02M	$6.02M	90.02	66.8K
CLVSQ	1.05%	-1.51%	Clovis Oncology Inc	COM	-118K	-58.9%	-$8.18M	$5.72M	69.27	82.6K
CTRP	0.98%	+0.98%	Ctrip Com Intl Ltd	AMERICAN DEP SHS	+106K	NEW	+$5.33M	$5.33M	50.42	106K
HNT	0.89%	-0.01%	Health Net Inc	COM	-1.28K	-0.9%	-$43.6K	$4.82M	34.01	142K
	0.81%	+0.1%	Dendreon Corp	NOTE 2.875% 1/1	+697K	+13.3%	+$518K	$4.41M	0.74		$5.94M
META	0.76%	-1.55%	Facebook Inc	CL A	-140K	-67.1%	-$8.43M	$4.13M	60.25	68.5K
EXPE	0.75%	+0.75%	Expedia Inc Del	COM NEW	+55.8K	NEW	+$4.04M	$4.04M	72.50	55.8K
YELP	0.59%	+0.59%	Yelp Inc	CL A	+41.7K	NEW	+$3.21M	$3.21M	76.94	41.7K
DATA	0.59%	+0.59%	Tableau Software Inc	CL A	+41.7K	NEW	+$3.17M	$3.17M	76.07	41.7K
APC	0.38%	+0.38%	Anadarko Pete Corp	COM	+24.4K	NEW	+$2.07M	$2.07M	84.76	24.4K
OREX	0.37%	+0.08%	Orexigen Therapeutics Inc	COM	+64.7K	+26.9%	+$420K	$1.98M	6.50	305K
THC	0.36%	+0.13%	Tenet Healthcare Corp	COM NEW	+16.1K	+54.7%	+$691K	$1.95M	42.81	45.6K
HUM	0.31%	+0.23%	Humana Inc	COM	+10.9K	+261.4%	+$1.23M	$1.7M	112.72	15.1K
KYTH	0.29%	+0.1%	Kythera Biopharmaceuticals I	COM	+13.1K	+49.8%	+$521K	$1.57M	39.77	39.4K
PFE	0.28%	+0.12%	Pfizer Inc	COM	+21K	+79.9%	+$675K	$1.52M	32.12	47.4K
ACAD	0.28%	+0.28%	Acadia Pharmaceuticals Inc	COM	+61.4K	NEW	+$1.49M	$1.49M	24.33	61.4K
RAD	0.26%	+0.26%	Rite Aid Corp	COM	+227K	NEW	+$1.42M	$1.42M	6.27	227K
MOH	0.21%	+0.21%	Molina Healthcare Inc	COM	+30.5K	NEW	+$1.15M	$1.15M	37.57	30.5K

Previous1 2Next

Showing 1 to 50 of 97 entries

Filing 2014 Q1 compared to 2013 Q4 - Restatement by default.

Compare Q1 2014 to

* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name	Title	City, State	Date
Darin Sadow	Chief Compliance Officer	San Francisco, California	5/15/2014