Julian Robertson

Julian Robertson

Last Update: 02-14-2017

Number of Stocks: 40
Number of New Stocks: 8

Total Value: $552 Mil
Q/Q Turnover: 35%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:
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Julian Robertson Latest Trades these stocks:

(List those with share number changes of more than 20%, or impact to portfolio more than 0.1%)


View:
TickerCompanyDate Action
Impactdown Price Range
(Average)*
Current Price Change from Average Comment Current Shares
BAC Bank of America Corporation 2016-12-31 Buy 5.28%$15.63 - $23.16
($19.26)
$ 23.0720%New holding1,318,300
BMY Bristol-Myers Squibb Company 2016-12-31 Sold Out -5.11%$49.23 - $59.61
($54.67)
$ 55.772%Sold Out0
ADSK Autodesk Inc 2016-12-31 Buy 3.83%$67.61 - $81.74
($73.63)
$ 85.6916%New holding285,600
HFC HollyFrontier Corp 2016-12-31 Buy 3.79%$22.7 - $34.1
($27.72)
$ 27.04-2%New holding638,000
TEVA Teva Pharmaceutical Industries Ltd 2016-12-31 Buy 3.65%$35.03 - $45.68
($39.93)
$ 32.73-18%New holding554,800
AAPL Apple Inc 2016-12-31 Buy 3.59%$105.71 - $118.25
($113.4)
$ 140.9224%New holding171,000
TTWO Take-Two Interactive Software Inc 2016-12-31 Buy 3.57%$42.22 - $50.85
($47.23)
$ 57.7222%New holding400,000
C Citigroup Inc 2016-12-31 Buy 1.81%$47.03 - $61.09
($53.95)
$ 58.058%New holding168,000
FB Facebook Inc 2016-12-31 Add1.8%$115.05 - $133.28
($122.81)
$ 139.5314%Add 43.61%283,635
CELG Celgene Corp 2016-12-31 Reduce-1.73%$97.63 - $124.16
($111.36)
$ 123.2211%Reduce -19.03%298,740
GOOG Alphabet Inc 2016-12-31 Add1.62%$736.08 - $813.11
($779.09)
$ 817.585%Add 34.51%45,193
RCL Royal Caribbean Cruises Ltd 2016-12-31 Add1.33%$68.05 - $86.19
($78.71)
$ 99.3526%Add 32.53%364,460
COMM CommScope Holding Co Inc 2016-12-31 Add1.09%$30.19 - $37.37
($34.08)
$ 40.4919%Add 18.91%1,016,334
MSFT Microsoft Corp 2016-12-31 Add0.87%$56.92 - $63.62
($60.15)
$ 64.878%Add 16.91%535,800
BX Blackstone Group LP 2016-12-31 Add0.76%$23.52 - $29.81
($25.95)
$ 29.8915%Add 24.22%795,500
PCLN The Priceline Group Inc 2016-12-31 Add0.57%$1424.28 - $1578.13
($1493.18)
$ 1748.3317%Add 12.99%18,643
SHPG Shire PLC 2016-12-31 Add0.53%$163.77 - $197.7
($177.25)
$ 174.02-2%Add 22.14%95,454
NTB Bank of N.T Butterfield & Son Ltd 2016-12-31 Buy 0.47%$24.77 - $32.76
($28.05)
$ 31.5512%New holding82,709
HZNP Horizon Pharma PLC 2016-12-31 Add0.35%$14.55 - $21.7
($18.13)
$ 14.56-20%Add 17.81%793,933
MGNX Macrogenics Inc 2016-12-31 Reduce-0.19%$18.36 - $30.95
($25.17)
$ 17.88-29%Reduce -9.92%239,667
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*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.
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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)
SPY232,70052,015
COMM1,016,33437,808
GOOG45,19334,881
CELG298,74034,579
MSFT535,80033,295
FB283,63532,632
RCL364,46029,900
BAC1,318,30029,134
PCLN18,64327,332
P1,775,40023,151
» More Current Portfolio

Julian Robertson's Sector Weightings:


SectorsSector Weightings (%)
Healthcare 20.6% 20.6%
Consumer Cyclical 16% 16%
Financial Services 11.6% 11.6%
Industrials 3.8% 3.8%
Technology 3.2% 3.2%
Consumer Defensive 0.2% 0.2%
Real Estate 0.1% 0.1%
» More Sector Weightings

Julian Robertson's News:

» More Related News


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