Julian Robertson

Julian Robertson

Last Update: 2014-05-15

Number of Stocks: 56
Number of New Stocks: 23

Total Value: $304 Mil
Q/Q Turnover: 20%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:
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Plans start from as little as $349/year. 7-Day FREE TRIAL

Julian Robertson Latest Trades these stocks:



View:
TickerCompanyDate Action
Impactdown Price Range
(Average)*
Current Price Change from Average Comment Current Shares
ADTN Adtran Inc 2014-03-31 Buy 3%$24.27 - $27.24
($25.83)
$ 22.1-14%New holding, 379000 sh.379,000
ETFC E*Trade Financial Co... 2014-03-31 Buy 1.8%$19.04 - $25.14
($21.81)
$ 20.75-5%New holding, 239600 sh.239,600
AAL American Airlines Gr... 2014-03-31 Add1.61%$24.78 - $39.02
($33.71)
$ 39.4317%Add 134.97%231,409
NRF Northstar Realty Fin... 2014-03-31 Buy 1.5%$13.06 - $16.01
($14.63)
$ 16.2811%New holding, 284000 sh.142,000
GLPI Gaming and Leisure P... 2014-03-31 Buy 1.4%$33.98 - $50.81
($38.3)
$ 33.78-12%New holding, 117410 sh.117,410
FNF Fidelity National Fi... 2014-03-31 Buy 1.2%$24.47 - $27.3
($26.01)
$ 27.777%New holding, 117800 sh.117,800
SCI Service Corp Interna... 2014-03-31 Buy 0.84%$16.82 - $19.63
($18.33)
$ 21.1115%New holding, 128800 sh.128,800
ULTA Ulta Salon Cosmetics... 2014-03-31 Add0.83%$80.93 - $104.3
($90.13)
$ 93.063%Add 15.99%187,200
POST Post Holdings Inc 2014-03-31 Add0.63%$49.27 - $60.18
($54.66)
$ 44.95-18%Add 12.72%310,200
ENSG Ensign Group Inc 2014-03-31 Buy 0.62%$20.9 - $24.58
($22.9)
$ 32.8243%New holding, 43100 sh.43,100
SXC SunCoke Energy Inc 2014-03-31 Buy 0.61%$20.94 - $23.56
($22.04)
$ 23.014%New holding, 81700 sh.81,700
GILD Gilead Sciences Inc 2014-03-31 Add0.59%$68.55 - $83.95
($78.44)
$ 91.517%Add 7.91%345,320
TTWO Take-Two Interactive... 2014-03-31 Buy 0.51%$16.68 - $22.26
($19.33)
$ 22.3916%New holding, 70900 sh.70,900
ENDP Endo International P... 2014-03-31 Buy 0.51%$64.3 - $81.49
($70.78)
$ 67.62-4%New holding, 22800 sh.22,800
SHY iShares Barclays 1-3... 2014-03-31 Buy 0.45%$84.32 - $84.59
($84.47)
$ 84.550%New holding, 16187 sh.16,187
BRCD Brocade Communicatio... 2014-03-31 Buy 0.44%$8.77 - $10.46
($9.6)
$ 9.07-6%New holding, 126000 sh.126,000
BID Sothebys 2014-03-31 Buy 0.41%$42.59 - $53.51
($48.15)
$ 39.3-18%New holding, 28500 sh.28,500
CTRP Ctrip.com Internatio... 2014-03-31 Buy 0.4%$37.17 - $55.75
($45.94)
$ 62.6836%New holding, 24000 sh.24,000
CTXS Citrix Systems Inc 2014-03-31 Buy 0.34%$52.72 - $63.25
($59.37)
$ 67.414%New holding, 17800 sh.17,800
GIMO Gigamon Inc 2014-03-31 Buy 0.28%$27.36 - $36.29
($31.37)
$ 11.46-64%New holding, 28500 sh.28,500
Premium Real Time Picks are included for Premium Members only!!
*The price and date might not be the actual time and price at which the transactions were made. In the case of institutional owners, the date is stated as the last day of their fiscal quarter. The prices are estimates if no accurate information available. Foreign holdings may not be included.

Julian Robertson's Profile:

Julian Robertson is considered the father of hedge fund. He launched his firm Tiger Management in 1980 with $8 million, and turned it into over $22 billion in the late 1990s. Robertson had the best hedge fund record throughout the 1980s and 1990s. It is reported that the compound rate of return to his investors was 32%. During his active years, he was considered to be the "Wizard of Wall Street." His hedge fund, Tiger Management, became the world's largest fund, which peaked at over $23 billion invested.
He lost 4% in 1998 and 19% in 1999 as rival investors were riding the dot-com bubble to spectacular returns. He shut down his fund.
Today Tiger Management only manages fund from internal investment, mainly Mr. Robertson’s own money.


Besides his investment record, Mr. Robertson also mentored a group of young hedge fund managers, known as the "Tiger Cubs." A number of them became extremely successful hedge fund managers in their own right, including John Griffin of Blue Ridge Capital, Lee Ainslie of Maverick Capital, Andreas Halvorsen of Viking Global, and Steve Mandel of Lone Pine Capital. They are also included in our List of Gurus.

» More Profile & Performance

Julian Robertson's Current Portfolio:

Ticker Shares Value ($1000)
DAL745,48525,831
GILD345,32024,469
VLO384,50020,417
ULTA187,20018,241
EBAY312,30017,251
EQT176,40017,106
POST310,20017,098
MET317,70016,775
NAV399,90013,545
HIMX1,158,90013,351
» More Current Portfolio

Julian Robertson's Sector Weightings:


SectorsSector Weightings (%)
Technology 17.8% 17.8%
Consumer Cyclical 13.7% 13.7%
Healthcare 10.5% 10.5%
Financial Services 9.7% 9.7%
Industrials 6.7% 6.7%
Energy 6.2% 6.2%
Consumer Defensive 5.6% 5.6%
Basic Materials 4.6% 4.6%
Real Estate 1.6% 1.6%
» More Sector Weightings

Julian Robertson's News:

» More Related News


Add Notes, Comments or Ask Questions

User Comments

Goforit
ReplyGoforit - 4 months ago
How are premium members of GuruFocus supposed to evaluate the list of Gurus when more often than not there is no historical performance records. Most of the time the "profile/performance" tab does not have anything on performance. Why not? Maybe it should just be called the "profile" tab. This is very frustrating.

Also, if you do not have the performance record, then how do you even know that they deserve to be in the Guru list? Maybe they should not be listed?
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