Julian Robertson

Julian Robertson

Last Update: 11-14-2016

Number of Stocks: 34
Number of New Stocks: 2

Total Value: $423 Mil
Q/Q Turnover: 15%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:
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Julian Robertson Sold 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
DAL Delta Air Lines Inc 2016-09-30 Reduce-5.58%$35.58 - $40.98
($37.84)
$ 51.7837%Reduce -82.11%103,375
UHAL Amerco Inc 2016-09-30 Sold Out -4.83%$321.32 - $396.86
($357.13)
$ 372.064%Sold Out0
SHPG Shire PLC 2016-09-30 Reduce-2.52%$185.2 - $206.56
($195.06)
$ 166.97-14%Reduce -35.17%78,154
GOOG Alphabet Inc 2016-09-30 Reduce-1.23%$694.49 - $787.21
($759.42)
$ 789.294%Reduce -14.07%33,598
HZNP Horizon Pharma PLC 2016-09-30 Reduce-1.17%$16.72 - $23.19
($19.54)
$ 14.83-24%Reduce -24.66%673,933
MGNX Macrogenics Inc 2016-09-30 Reduce-0.41%$25.87 - $32.37
($29.74)
$ 27.15-9%Reduce -15.03%266,067
GRA W R Grace & Co 2016-09-30 Sold Out -0.34%$72.01 - $79.1
($75.44)
$ 69.16-8%Sold Out0
CELG Celgene Corp 2016-09-30 Reduce-0.32%$100.25 - $116.27
($108.23)
$ 113.475%Reduce -2.69%368,940
MGP MGM Growth Properties LLC 2016-09-30 Reduce-0.15%$24.32 - $27.11
($26.13)
$ 24.60-6%Reduce -30.31%40,000
GCP GCP Applied Technologies Inc 2016-09-30 Sold Out -0.12%$25.29 - $29.89
($27.8)
$ 28.753%Sold Out0
IGT International Game Technology PLC 2016-09-30 Reduce-0.09%$18.19 - $24.83
($22.06)
$ 24.9013%Reduce -30.00%35,000
BX Blackstone Group LP 2016-09-30 Reduce-0.07%$22.96 - $28.32
($26.39)
$ 29.5212%Reduce -1.28%640,400
ABEV Ambev SA 2016-09-30 Reduce-0.06%$5.67 - $6.28
($5.98)
$ 4.89-18%Reduce -20.00%120,000
ITUB Itau Unibanco Holding SA 2016-09-30 Reduce-0.06%$8.38 - $10.51
($9.76)
$ 10.073%Reduce -25.00%66,000
NFLX Netflix Inc 2016-06-30 Sold Out -6.17%$85.33 - $111.51
($96.16)
$ 122.8828%Sold Out0
FDX FedEx Corp 2016-06-30 Sold Out -5.09%$146.13 - $168.27
($162.17)
$ 196.6021%Sold Out0
TEVA Teva Pharmaceutical Industries Ltd 2016-06-30 Sold Out -4.78%$48.53 - $57.25
($53.24)
$ 36.30-32%Sold Out0
SPR Spirit AeroSystems Holdings Inc 2016-06-30 Sold Out -3.87%$41.74 - $48.98
($46.03)
$ 61.0233%Sold Out0
C Citigroup Inc 2016-06-30 Sold Out -3.17%$38.48 - $47.33
($44.18)
$ 60.0436%Sold Out0
XPO XPO Logistics Inc 2016-06-30 Sold Out -3.16%$23.3 - $33.89
($28.75)
$ 48.2268%Sold Out0
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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)
SPY389,20084,184
CELG368,94038,565
MSFT458,30026,398
GOOG33,59826,115
COMM854,73425,736
P1,775,40025,441
FB197,50025,333
PCLN16,50024,280
BMY400,80021,611
RCL275,00020,611
» More Current Portfolio

Julian Robertson's Sector Weightings:


SectorsSector Weightings (%)
Healthcare 27.9% 27.9%
Consumer Cyclical 18.3% 18.3%
Financial Services 4% 4%
Technology 3.8% 3.8%
Consumer Defensive 0.5% 0.5%
Real Estate 0.2% 0.2%
Basic Materials 0% 0%
» More Sector Weightings

Julian Robertson's News:

» More Related News


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