0001144204-12-029514.txt : 20120515 0001144204-12-029514.hdr.sgml : 20120515 20120515160711 ACCESSION NUMBER: 0001144204-12-029514 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20120331 FILED AS OF DATE: 20120515 DATE AS OF CHANGE: 20120515 EFFECTIVENESS DATE: 20120515 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Partner Fund Management, L.P. CENTRAL INDEX KEY: 0001442756 IRS NUMBER: 262000428 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-13169 FILM NUMBER: 12844629 BUSINESS ADDRESS: STREET 1: FOUR EMBARCADERO CENTER STREET 2: SUITE 3500 CITY: SAN FRANCISCO STATE: CA ZIP: 94111 BUSINESS PHONE: 415-281-1022 MAIL ADDRESS: STREET 1: FOUR EMBARCADERO CENTER STREET 2: SUITE 3500 CITY: SAN FRANCISCO STATE: CA ZIP: 94111 13F-HR 1 v313056_13fhr.txt 13F-HR UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 13F FORM 13F COVER PAGE Report for the Calendar Year or Quarter Ended: 03/31/2012 Check here if Amendment [ ]; Amendment Number: ______ This Amendment (Check only one.): [ ] is a restatement. [ ] adds new holdings entries. Institutional Investment Manager Filing this Report: Name: Partner Fund Management, L.P. Address: Four Embarcadero Center Suite 3500 San Francisco, CA 94111 Form 13F File Number: 28-13169 The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form. Person Signing this Report on Behalf of Reporting Manager: Name: Darin Sadow Title: Chief Compliance Officer Phone: 415-281-1000 Signature, Place, and Date of Signing: /s/ Darin Sadow San Francisco, CA 05/15/2012 ---------------------- ----------------- --------------- [Signature] [City, State] [Date] Report Type (Check only one.): [X] 13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report.) [ ] 13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting manager(s).) [ ] 13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).) List of Other Managers Reporting for this Manager: FORM 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 0 --------- Form 13F Information Table Entry Total: 74 --------- Form 13F Information Table Value Total: 2,145,512 --------- (thousands) List of Other Included Managers: Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report. None. FORM 13F INFORMATION TABLE
Column 1 Column 2 Column 3 Column 4 Column 5 Column 6 Column 7 Column 8 -------- -------- -------- -------- ----------------- -------- -------- ------------------ TITLE OF VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER NAME OF ISSUER CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE -------------- -------- ----- -------- ------- --- ---- ---------- ------- ---- ------ ---- AETNA INC NEW COM 00817Y108 1,944 38,761 SH Shared-defined 0 38,761 0 AGILENT TECHNOLOGIES INC COM 00846U101 3,145 70,667 SH Shared-defined 0 70,667 0 AMERICAN TOWER CORP NEW COM 03027X100 22,475 356,634 SH Shared-defined 0 356,634 0 AMERIGROUP CORP COM 03073T102 4,400 65,391 SH Shared-defined 0 65,391 0 AMYLIN PHARMACEUTICALS INC COM 032346908 321 58,400 SH Call Shared-defined 0 58,400 0 AMYLIN PHARMACEUTICALS INC COM 032346108 9,622 385,515 SH Shared-defined 0 385,515 0 APPLE INC COM 037833100 36,951 61,631 SH Shared-defined 0 61,631 0 BARD C R INC COM 067383109 6,879 69,680 SH Shared-defined 0 69,680 0 BORGWARNER INC COM 099724106 58,895 698,304 SH Shared-defined 0 698,304 0 BROOKDALE SR LIVING INC COM 112463104 7,809 417,130 SH Shared-defined 0 417,130 0 CBRE GROUP INC COM 12504L109 35,787 1,792,922 SH Shared-defined 0 1,792,922 0 CHECK POINT SOFTWARE TECH LT COM M22465104 34,616 542,237 SH Shared-defined 0 542,237 0 CISCO SYS INC COM 17275R102 82,827 3,916,193 SH Shared-defined 0 3,916,193 0 CITRIX SYS INC COM 177376100 23,440 297,049 SH Shared-defined 0 297,049 0 CME GROUP INC COM 12572Q105 23,482 81,159 SH Shared-defined 0 81,159 0 COGNIZANT TECHNOLOGY SOLUTIO COM 192446102 53,361 693,445 SH Shared-defined 0 693,445 0 COMMUNITY HEALTH SYS INC NEW COM 203668108 4,910 220,773 SH Shared-defined 0 220,773 0 COOPER COS INC COM 216648402 7,148 87,474 SH Shared-defined 0 87,474 0 DENDREON CORP COM 24823Q907 18 72,800 SH Call Shared-defined 0 72,800 0 EXPRESS SCRIPTS INC COM 302182100 65,162 1,202,694 SH Shared-defined 0 1,202,694 0 EXPRESS SCRIPTS INC COM 302182950 28 184,100 SH Put Shared-defined 0 184,100 0 F5 NETWORKS INC COM 315616102 61,083 452,602 SH Shared-defined 0 452,602 0 GILEAD SCIENCES INC COM 375558103 135,822 2,779,814 SH Shared-defined 0 2,779,814 0 GILEAD SCIENCES INC COM 375558903 3,690 1,283,400 SH Call Shared-defined 0 1,283,400 0 HCA HOLDINGS INC COM 40412C101 23,601 953,950 SH Shared-defined 0 953,950 0 HEALTH NET INC COM 42222G108 38,502 969,329 SH Shared-defined 0 969,329 0 ILLUMINA INC COM 452327109 2,899 55,113 SH Shared-defined 0 55,113 0 INGERSOLL-RAND PLC COM G47791101 108,750 2,629,977 SH Shared-defined 0 2,629,977 0 INTERMUNE INC COM 45884X103 5,963 406,469 SH Shared-defined 0 406,469 0 INVENSENSE INC COM 46123D205 4,795 264,923 SH Shared-defined 0 264,923 0 ISHARES TR COM 464287904 42 180,700 SH Call Shared-defined 0 180,700 0 K V PHARMACEUTICAL CO COM 482740206 231 174,897 SH Shared-defined 0 174,897 0 LAS VEGAS SANDS CORP COM 517834107 120,205 2,087,977 SH Shared-defined 0 2,087,977 0 LENNAR CORP COM 526057104 5,706 209,935 SH Shared-defined 0 209,935 0 LOWES COS INC COM 548661107 38,205 1,217,508 SH Shared-defined 0 1,217,508 0 MEDIVATION INC COM 58501N101 73,168 979,226 SH Shared-defined 0 979,226 0 MICROSOFT CORP COM 594918104 145,325 4,505,499 SH Shared-defined 0 4,505,499 0 MOLINA HEALTHCARE INC COM 60855R100 18,219 541,734 SH Shared-defined 0 541,734 0 NVIDIA CORP COM 67066G104 31,482 2,044,974 SH Shared-defined 0 2,044,974 0 OREXIGEN THERAPEUTICS INC COM 686164104 6,060 1,478,043 SH Shared-defined 0 1,478,043 0 PATTERSON COMPANIES INC COM 703395103 2,904 86,960 SH Shared-defined 0 86,960 0 PFIZER INC COM 717081103 85,604 3,780,265 SH Shared-defined 0 3,780,265 0 PSS WORLD MED INC COM 69366A100 6,308 248,938 SH Shared-defined 0 248,938 0 PULTE GROUP INC COM 745867101 9,537 1,077,681 SH Shared-defined 0 1,077,681 0 QIAGEN NV COM N72482107 5,757 369,775 SH Shared-defined 0 369,775 0 QUESTCOR PHARMACEUTICALS INC COM 74835Y101 34,928 928,445 SH Shared-defined 0 928,445 0 RED HAT INC COM 756577102 8,108 135,386 SH Shared-defined 0 135,386 0 RITE AID CORP COM 767754104 3,127 1,797,403 SH Shared-defined 0 1,797,403 0 ROCKWELL AUTOMATION INC COM 773903109 6,490 81,433 SH Shared-defined 0 81,433 0 SALESFORCE COM INC COM 79466L302 50,552 327,179 SH Shared-defined 0 327,179 0 SINA CORP COM G81477104 15,370 236,468 SH Shared-defined 0 236,468 0 ST JUDE MED INC COM 790849103 5,762 130,029 SH Shared-defined 0 130,029 0 STANLEY BLACK & DECKER INC COM 854502101 55,172 716,886 SH Shared-defined 0 716,886 0 SUNTRUST BKS INC COM 867914103 62,699 2,594,092 SH Shared-defined 0 2,594,092 0 THERMO FISHER SCIENTIFIC INC COM 883556102 44,896 796,303 SH Shared-defined 0 796,303 0 THRESHOLD PHARMACEUTICAL INC COM 885807206 982 111,619 SH Shared-defined 0 111,619 0 TIFFANY & CO NEW COM 886547108 78,458 1,134,935 SH Shared-defined 0 1,134,935 0 TOLL BROTHERS INC COM 889478103 5,346 222,860 SH Shared-defined 0 222,860 0 UNITEDHEALTH GROUP INC COM 91324P102 976 16,567 SH Shared-defined 0 16,567 0 UNIVERSAL AMERN CORP NEW COM 91338E101 4,181 387,809 SH Shared-defined 0 387,809 0 VCA ANTECH INC COM 918194101 1,960 84,463 SH Shared-defined 0 84,463 0 VIVUS INC COM 928551950 45 87,400 SH Put Shared-defined 0 87,400 0 VOLCANO CORPORATION COM 928645100 1,241 43,725 SH Shared-defined 0 43,725 0 WALGREEN CO COM 931422109 24,441 729,799 SH Shared-defined 0 729,799 0 WARNACO GROUP INC COM 934390402 4,520 77,392 SH Shared-defined 0 77,392 0 WATSON PHARMACEUTICALS INC COM 942683103 1,920 28,625 SH Shared-defined 0 28,625 0 WELLCARE HEALTH PLANS INC COM 94946T106 24,739 344,167 SH Shared-defined 0 344,167 0 WHIRLPOOL CORP COM 963320106 66,960 871,197 SH Shared-defined 0 871,197 0 WHITING PETE CORP NEW COM 966387102 29,182 537,421 SH Shared-defined 0 537,421 0 WYNDHAM WORLDWIDE CORP COM 98310W108 31,521 677,723 SH Shared-defined 0 677,723 0 YUM BRANDS INC COM 988498101 86,166 1,210,537 SH Shared-defined 0 1,210,537 0 ZELTIQ AESTHETICS INC COM 98933Q108 171 27,675 SH Shared-defined 0 27,675 0 ZIMMER HLDGS INC COM 98956P102 22,896 356,194 SH Shared-defined 0 356,194 0 ZYNGA INC COM 98986T108 55,625 4,230,055 SH Shared-defined 0 4,230,055 0