Julian Robertson

Julian Robertson

Last Update: 2015-02-17

Number of Stocks: 56
Number of New Stocks: 11

Total Value: $510 Mil
Q/Q Turnover: 30%

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
AAPL Apple Inc 2014-12-31 Add6.65%$96.26 - $119
($109.16)
$ 130.4220%Add 1924.53%321,900
NFLX Netflix Inc 2014-12-31 Buy 4.8%$316.44 - $466.86
($374.47)
$ 483.0329%New holding, 71400 sh.71,400
ILMN Illumina Inc 2014-12-31 Buy 3.7%$149.12 - $194.33
($181.71)
$ 198.469%New holding, 103000 sh.103,000
GOOG Google Inc 2014-12-31 Add2.68%$495.39 - $577.35
($537.73)
$ 555.483%Add 176.24%40,596
SC Santander Consumer U... 2014-12-31 Buy 2.3%$16.85 - $20.28
($18.39)
$ 22.522%New holding, 585000 sh.585,000
SEAS SeaWorld Entertainme... 2014-12-31 Buy 1.9%$15.43 - $19.25
($17.54)
$ 19.179%New holding, 538382 sh.538,382
GILD Gilead Sciences Inc 2014-12-31 Add1.67%$89.45 - $114.22
($103.3)
$ 104.191%Add 20.27%533,911
IACI IAC/InterActiveCorp 2014-12-31 Add1.38%$58.48 - $67.88
($63.38)
$ 67.236%Add 59.59%309,600
MGNX Macrogenics Inc 2014-12-31 Buy 1.3%$17.78 - $38.58
($25.02)
$ 34.6238%New holding, 185775 sh.185,775
DAL Delta Air Lines Inc 2014-12-31 Add1.22%$30.9 - $49.23
($42.22)
$ 45.929%Add 17.47%848,775
FNFV Fidelity National Fi... 2014-12-31 Add0.4%$13 - $15.3
($14.09)
$ 14.85%Add 76.4%300,608
QVCA Liberty Interactive ... 2014-12-31 Buy 0.32%$23.045 - $29.57
($27.14)
$ 29.48%New holding, 55600 sh.55,600
CBS CBS Corp 2014-12-31 Buy 0.3%$48.91 - $56.45
($53.29)
$ 59.1411%New holding, 27500 sh.27,500
RCL Royal Caribbean Crui... 2014-12-31 Buy 0.29%$54.94 - $83.56
($70.27)
$ 76.89%New holding, 17700 sh.17,700
HAR Harman International... 2014-12-31 Add0.22%$85.36 - $111.35
($103.16)
$ 137.7834%Add 244.19%14,800
FB Facebook Inc 2014-12-31 Add0.22%$72.63 - $81.45
($76.5)
$ 80.415%Add 4.65%317,500
VEC Vectrus Inc 2014-12-31 Add0.21%$19.72 - $31.27
($25.53)
$ 32.5227%Add 138.9%67,610
PLCM Polycom Inc 2014-12-31 Add0.15%$10.5 - $13.82
($12.77)
$ 13.959%Add 161.91%89,050
TRCO Tribune Media Co 2014-12-31 Buy 0.13%$56.7 - $70
($63.83)
$ 66.614%New holding, 11100 sh.11,100
CRUS Cirrus Logic Inc 2014-12-31 Buy 0.12%$16.88 - $23.76
($20.11)
$ 30.2350%New holding, 26000 sh.26,000
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)
BABA571,18359,369
GILD533,91150,326
AMZN160,00049,656
DAL848,77541,751
AAPL321,90035,531
CVX280,00031,410
FB317,50024,771
NFLX71,40024,391
GOOG40,59621,370
ILMN103,00019,012
» More Current Portfolio

Julian Robertson's Sector Weightings:


SectorsSector Weightings (%)
Consumer Cyclical 25.9% 25.9%
Healthcare 18.6% 18.6%
Technology 10.6% 10.6%
Financial Services 7.6% 7.6%
Energy 6.2% 6.2%
Communication Services 4.9% 4.9%
Real Estate 0.8% 0.8%
Basic Materials 0.1% 0.1%
» More Sector Weightings

Julian Robertson's News:

» More Related News


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User Comments

Goforit
ReplyGoforit - 11 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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