Julian Robertson

Julian Robertson

Last Update: 08-14-2015

Number of Stocks: 48
Number of New Stocks: 12

Total Value: $708 Mil
Q/Q Turnover: 41%

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
JD JD.com Inc 2015-06-30 Add13.04%$29.22 - $37.95
($33.93)
$ 27.10-20%Add 632.94%3,136,195
BABA Alibaba Group Holding Ltd 2015-06-30 Sold Out -8.88%$79.54 - $93.88
($85.89)
$ 70.84-18%Sold Out0
NFLX Netflix Inc 2015-06-30 Add4.96%$59.02 - $97.31
($83.3)
$ 117.6641%Add 524.51%445,900
DV DeVry Education Group Inc 2015-06-30 Buy 3.64%$29.98 - $37.57
($33)
$ 27.01-18%New holding861,000
MIC Macquarie Infrastructure Corp 2015-06-30 Buy 2.85%$81.6 - $87.24
($84.45)
$ 77.38-8%New holding244,000
ALNY Alnylam Pharmaceuticals Inc 2015-06-30 Sold Out -2.83%$101.87 - $138.73
($119.27)
$ 104.90-12%Sold Out0
GILD Gilead Sciences Inc 2015-06-30 Add2.77%$97.72 - $122.21
($109.1)
$ 107.99-1%Add 72.52%399,411
FB Facebook Inc 2015-06-30 Add1.51%$77.46 - $88.86
($81.67)
$ 89.7310%Add 38.96%445,100
AGN Allergan PLC 2015-06-30 Reduce-1.4%$282.86 - $313.08
($298.2)
$ 312.005%Reduce 38.62%44,500
C Citigroup Inc 2015-06-30 Add1.33%$51.52 - $57.39
($54.36)
$ 53.44-2%Add 55.44%480,000
PGNX Progenics Pharmaceuticals Inc 2015-06-30 Sold Out -1.29%$4.95 - $7.82
($6.05)
$ 7.8329%Sold Out0
SNE Sony Corp 2015-06-30 Buy 1.29%$26.78 - $32.74
($30.58)
$ 25.86-15%New holding322,834
NXPI NXP Semiconductors NV 2015-06-30 Add1.22%$95.33 - $112.25
($102.52)
$ 86.64-15%Add 346.64%113,000
BX Blackstone Group LP 2015-06-30 Add1.17%$38.55 - $43.96
($41.82)
$ 35.61-15%Add 39.17%719,500
NVDA NVIDIA Corp 2015-06-30 Add1.11%$20.11 - $22.76
($21.68)
$ 22.634%Add 702.16%446,000
BDSI BioDelivery Sciences International Inc 2015-06-30 Sold Out -0.9%$7.26 - $10.5
($8.62)
$ 6.64-23%Sold Out0
GOOGL Google Inc 2015-06-30 Reduce-0.83%$532.74 - $573.66
($549.45)
$ 667.9622%Reduce 36.04%15,796
MGNX Macrogenics Inc 2015-06-30 Add0.79%$27.17 - $38.08
($32.84)
$ 26.31-20%Add 79.40%333,275
DAL Delta Air Lines Inc 2015-06-30 Add0.72%$40.57 - $47.4
($43.73)
$ 43.860%Add 13.83%1,016,675
LL Lumber Liquidators Holdings Inc 2015-06-30 Buy 0.7%$20.36 - $34.19
($26.37)
$ 15.37-42%New holding238,000
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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.

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)
JD3,136,195106,944
GILD399,41146,763
NFLX445,90041,847
DAL1,016,67541,765
AAPL310,00038,882
FB445,10038,174
AMZN73,50031,906
BX719,50029,406
C480,00026,515
ILMN119,90026,181
» More Current Portfolio

Julian Robertson's Sector Weightings:


SectorsSector Weightings (%)
Healthcare 14.2% 14.2%
Financial Services 12.6% 12.6%
Technology 10.1% 10.1%
Consumer Cyclical 7.3% 7.3%
Communication Services 5.9% 5.9%
Consumer Defensive 3.9% 3.9%
Energy 2.6% 2.6%
Basic Materials 2.3% 2.3%
Real Estate 0.3% 0.3%
» More Sector Weightings

Julian Robertson's News:

» More Related News


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User Comments

Goforit
ReplyGoforit - 1 year 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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