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Julian Robertson

Julian Robertson

Tiger Management
Last Update: 2013-05-14

Number of Stocks: 43
Number of New Stocks: 11

Total Value: $740 Mil
Q/Q Turnover: 36%

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

Top Buys | Top Sells | Top Holdings
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Total Records: 247   Page: FIRST Next Page 1 2 3 4 5 6 7 8 9 10 Next Page LAST (13)
TickerdownCompanyDate Action
 Impact Price Range
(Average)* 		Current Price Change from Average Comment Current Shares
V Visa Inc-a 2012-03-31 Add1%$99.11 - $120.06
($103.87)		 $ 182.6376%Add 21.27%169,552
SON Sonoco Products 2012-03-31 Sold Out -0.33%$31.3 - $34.49
($30.92)		 $ 35.0513%Sold Out0
SNDK Sandisk Corp 2012-03-31 Buy 2%$45.88 - $52.68
($46.14)		 $ 61.5633%New holding, 141000 sh.141,000
SHW Sherwin William 2012-03-31 Buy 3.2%$91 - $109.6
($94.6)		 $ 181.7392%New holding, 102800 sh.102,800
SBUX Starbucks Corp 2012-03-31 Buy 3.5%$46.17 - $56.29
($46.66)		 $ 66.4142%New holding, 218500 sh.218,500
PNC Pnc Finl Svc Cp 2012-03-31 Add1.19%$57.14 - $64.02
($56.98)		 $ 70.8824%Add 49.21%197,100
NFLX Netflix Inc 2012-03-31 Buy 2.6%$79.3 - $129.25
($104.29)		 $ 232.31123%New holding, 80300 sh.80,300
MARK Remark Media 2012-03-31 Buy 0.43%$3.95 - $6.85
($5.42)		 $ 3-45%New holding, 254183 sh.254,183
MA Mastercard Inc 2012-03-31 Add1.41%$339.06 - $435.68
($366.23)		 $ 586.3760%Add 28.75%52,994
HCA.2 Hca Holdings 2012-03-31 Buy 3.6%$20.8 - $28.97
($23.64)		 $ 25.769%New holding, 506600 sh.506,600
GS Goldman Sachs 2012-03-31 Add0.73%$93.42 - $128.07
($106.74)		 $ 161.5651%Add 8.94%251,065
GDXJ GDXJ 2012-03-31 Add0.41%$23.8 - $30.19
($25.51)		 $ 10.3-60%Add 29.15%262,300
GDX Market Vectors Gold ... 2012-03-31 Add0.61%$48.48 - $57.47
($50.31)		 $ 26.47-47%Add 27.94%198,300
DGI Digitalglobe 2012-03-31 Sold Out -4.2%$11.8 - $17.27
($10.03)		 $ 31.68216%Sold Out0
CALD Callidus Softwr 2012-03-31 Buy 1.7%$6.26 - $8.2
($6.6)		 $ 6.42-3%New holding, 754900 sh.754,900
C Citigroup Inc 2012-03-31 Sold Out -3%$28.17 - $38.08
($30.39)		 $ 49.5363%Sold Out0
AAPL Apple Inc 2012-03-31 Add3.42%$413.44 - $619.08
($459.51)		 $ 423-8%Add 29.33%88,690
WFC Wells Fargo & Co. 2011-12-31 Buy 2.7%$23.18 - $27.785
($25.68)		 $ 40.6658%New holding, 236800 sh.236,800
V Visa 2011-12-31 Reduce-1.49%$84.26 - $103.15
($93.81)		 $ 182.6395%Reduce -23.52%139,812
TEVA Teva Pharmaceutical ... 2011-12-31 Sold Out -4.67%$35.85 - $42.72
($39.75)		 $ 39.3-1%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.
Total Records: 247   Page: FIRST Next Page 1 2 3 4 5 6 7 8 9 10 Next Page LAST (13)

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)
GOOG34,34027,272
HRB849,20024,983
KMI.WS4,837,95424,867
MA44,77824,231
HCA579,30023,537
VRX294,90022,123
GDXJ1,345,90022,530
MHFI408,00021,249
CHTR203,10021,159
DLTR425,56320,610
» More Current Portfolio

Julian Robertson's Sector Weightings:


SectorsSector Weightings (%)
Financial Services 21.9% 21.9%
Consumer Cyclical 17.8% 17.8%
Technology 12.2% 12.2%
Healthcare 10.8% 10.8%
Basic Materials 5.7% 5.7%
Communication Services 5.5% 5.5%
Consumer Defensive 5.5% 5.5%
Energy 0.3% 0.3%
» More Sector Weightings

Julian Robertson's News:

» More Related News


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