Julian Robertson

Julian Robertson

Last Update: 2014-02-14

Number of Stocks: 43
Number of New Stocks: 33

Total Value: $326 Mil
Q/Q Turnover: 60%

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



View:
TickerCompanyDate Action
Impactdown Price Range
(Average)*
Current Price Change from Average Comment Current Shares
HIMX Himax Technologies, ... 2013-12-31 Buy 8.9%$8.505 - $14.17
($10.53)
$ 9.29-12%New holding, 1963363 sh.1,963,363
VLO Valero Energy Corpor... 2013-12-31 Buy 7.7%$33.73 - $48.76
($42.15)
$ 56.5534%New holding, 497000 sh.497,000
EQT EQT Corp 2013-12-31 Buy 7%$81.04 - $90.76
($86.73)
$ 105.0221%New holding, 256100 sh.256,100
MET MetLife Inc 2013-12-31 Buy 6.2%$46.38 - $54.02
($50.29)
$ 51.93%New holding, 375000 sh.375,000
NAV Navistar Internation... 2013-12-31 Buy 4.7%$34.62 - $40.9
($38.25)
$ 35.06-8%New holding, 401100 sh.401,100
CIT CIT Group Inc 2013-12-31 Buy 4.1%$47.21 - $51.64
($49.64)
$ 46.71-6%New holding, 256200 sh.256,200
MON Monsanto Company 2013-12-31 Buy 3.9%$103.21 - $115.8
($109.18)
$ 111.942%New holding, 108300 sh.108,300
ROC Rockwood Holdings In... 2013-12-31 Buy 3.3%$62.78 - $73.33
($68.02)
$ 73.318%New holding, 150826 sh.150,826
LOW Lowe's Companies Inc... 2013-12-31 Buy 3.1%$46.5 - $51.95
($48.58)
$ 47.54-2%New holding, 206400 sh.206,400
ZNGA Zynga Inc 2013-12-31 Buy 1.7%$3.43 - $4.5
($3.87)
$ 4.5618%New holding, 1423000 sh.1,423,000
ZQK Quiksilver Inc 2013-12-31 Buy 1.6%$6.58 - $9.16
($8.1)
$ 6.67-18%New holding, 600000 sh.600,000
GILD Gilead Sciences Inc 2013-12-31 Add1.52%$58.9 - $75.2
($69.65)
$ 72.865%Add 25.84%320,001
BDSI BioDelivery Sciences... 2013-12-31 Buy 0.92%$4.24 - $5.98
($5.13)
$ 8.4765%New holding, 510874 sh.510,874
AAL American Airlines Gr... 2013-12-31 Buy 0.76%$24.6 - $26.61
($25.79)
$ 36.1640%New holding, 98486 sh.98,486
AMD Advanced Micro Devic... 2013-12-31 Buy 0.43%$3.14 - $4.09
($3.58)
$ 4.320%New holding, 360900 sh.360,900
AAPL Apple Inc 2013-12-31 Buy 0.4%$480.94 - $570.09
($529.12)
$ 531.70%New holding, 2300 sh.2,300
INFA Informatica Corporat... 2013-12-31 Buy 0.4%$36.4 - $41.49
($38.91)
$ 38.68-1%New holding, 31500 sh.31,500
RVBD Riverbed Technology,... 2013-12-31 Buy 0.3%$13.89 - $19.04
($16.19)
$ 19.5821%New holding, 53800 sh.53,800
ARMH ARM Holdings PLC 2013-12-31 Buy 0.3%$44.72 - $54.83
($48.6)
$ 50.113%New holding, 17800 sh.17,800
DWRE Demandware Inc 2013-12-31 Buy 0.26%$45.5 - $64.37
($55.79)
$ 56.852%New holding, 13200 sh.13,200
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)
HIMX1,963,36328,881
VLO497,00025,049
GOOGL21,41323,998
GILD320,00124,032
DAL836,88522,989
EQT256,10022,993
EBAY383,80021,057
MET375,00020,220
ULTA161,40015,578
NAV401,10015,318
» More Current Portfolio

Julian Robertson's Sector Weightings:


SectorsSector Weightings (%)
Consumer Cyclical 16.4% 16.4%
Technology 14.3% 14.3%
Financial Services 12% 12%
Healthcare 8.3% 8.3%
Energy 7.7% 7.7%
Industrials 7.7% 7.7%
Basic Materials 7.2% 7.2%
Consumer Defensive 4.2% 4.2%
Real Estate 0% 0%
Communication Services 0% 0%
» More Sector Weightings

Julian Robertson's News:

» More Related News


Add Notes, Comments or Ask Questions

User Comments

Goforit
ReplyGoforit - 1 month 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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