Julian Robertson

Julian Robertson

Last Update: 12-04-2015

Number of Stocks: 51
Number of New Stocks: 10

Total Value: $748 Mil
Q/Q Turnover: 29%

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
COMM CommScope Holding Co Inc 2015-09-30 Buy 4.17%$27.64 - $33.45
($31.01)
$ 20.15-35%New holding1,040,000
P Pandora Media Inc 2015-09-30 Buy 3.16%$13.81 - $21.34
($17.48)
$ 7.55-57%New holding1,108,000
JD JD.com Inc 2015-09-30 Reduce-2.83%$22.81 - $35.38
($28.92)
$ 22.99-21%Reduce -18.72%2,549,195
BX Blackstone Group LP 2015-09-30 Add2.73%$29.5 - $41.17
($36.2)
$ 23.96-34%Add 91.26%1,376,100
GRUB GrubHub Inc 2015-09-30 Add2.64%$24.05 - $33.86
($29.11)
$ 20.73-29%Add 2561.71%841,100
SC Santander Consumer USA Holdings Inc 2015-09-30 Sold Out -2.11%$20.22 - $26.48
($23.03)
$ 9.74-58%Sold Out0
GOOG Alphabet Inc 2015-09-30 Add2.1%$516.83 - $672.93
($614.57)
$ 687.2412%Add 63.63%66,605
SEAS SeaWorld Entertainment Inc 2015-09-30 Add1.46%$17.1 - $19.47
($18.02)
$ 17.93-0%Add 80.88%1,375,382
C Citigroup Inc 2015-09-30 Add1.33%$49 - $60.34
($54.69)
$ 37.35-32%Add 41.67%680,000
UHAL Amerco Inc 2015-09-30 Buy 1.31%$325.3 - $407.01
($363.41)
$ 315.60-13%New holding24,832
NVDA NVIDIA Corp 2015-09-30 Sold Out -1.27%$19.31 - $24.65
($21.63)
$ 25.7119%Sold Out0
NVLS Nivalis Therapeutics Inc 2015-09-30 Buy 1.13%$12.74 - $20.16
($16.43)
$ 4.39-73%New holding650,915
GOOGL Alphabet Inc 2015-09-30 Reduce-1.02%$541.7 - $699.6
($643.89)
$ 709.3810%Reduce -84.83%2,396
ENZY Enzymotec Ltd 2015-09-30 Buy 0.97%$7.38 - $10.56
($8.93)
$ 9.112%New holding804,854
NFLX Netflix Inc 2015-09-30 Add0.95%$93.51 - $126.45
($107.39)
$ 89.20-17%Add 15.41%514,600
MIC Macquarie Infrastructure Corp 2015-09-30 Add0.95%$72.86 - $84.93
($79.81)
$ 54.74-31%Add 38.93%339,000
ILMN Illumina Inc 2015-09-30 Add0.91%$167.51 - $240.02
($208.03)
$ 139.62-33%Add 32.19%158,500
DV DeVry Education Group Inc 2015-09-30 Add0.88%$25.17 - $32.02
($28.42)
$ 17.21-39%Add 28.11%1,103,005
AAPL Apple Inc 2015-09-30 Add0.87%$103.12 - $132.07
($117.3)
$ 94.09-20%Add 19.03%369,000
GILD Gilead Sciences Inc 2015-09-30 Reduce-0.78%$94.8 - $119.6
($111.06)
$ 88.88-20%Reduce -11.79%352,311
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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)
JD2,549,19566,432
NFLX514,60053,138
DAL1,000,27544,882
FB476,90042,873
BX1,376,10042,849
AAPL369,00040,701
GOOG66,60540,524
GILD352,31134,593
C680,00033,735
COMM1,040,00031,231
» More Current Portfolio

Julian Robertson's Sector Weightings:


SectorsSector Weightings (%)
Healthcare 13.8% 13.8%
Financial Services 12.5% 12.5%
Technology 11.9% 11.9%
Communication Services 7.4% 7.4%
Consumer Cyclical 7.2% 7.2%
Consumer Defensive 4.2% 4.2%
Basic Materials 2% 2%
Energy 1.7% 1.7%
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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