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Julian Robertson

Julian Robertson

Tiger Management
Last Update: 2013-05-15

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:1 2 3 4 5 6 7 8 9 10 Next Page LAST (13)
TickerCompanyDate Action
 Impact Price Range
(Average)* 		Current Price Change from Average Comment Current Shares
GOOG Google, Inc. 2013-03-31 Add0.6%$702.87 - $838.604
($777.34)		 $ 909.1817%Add 19.24%34,340
AAPL Apple Inc 2013-03-31 Sold Out -3.9%$420.05 - $549.03
($467.26)		 $ 433.26-7%Sold Out0
MON Monsanto Company 2013-03-31 Buy 2.7%$94.65 - $105.63
($101.37)		 $ 108.387%New holding, 192000 sh.192,000
LBTYA Liberty Global, Inc. 2013-03-31 Reduce-1.09%$62.96 - $73.38
($68.11)		 $ 75.4911%Reduce -27.35%259,295
WDAY Workday Inc 2013-03-31 Buy 1.6%$50.39 - $64.54
($55.81)		 $ 67.9822%New holding, 189000 sh.189,000
MCO Moody's Corporation 2013-03-31 Buy 2.8%$43.37 - $55.35
($50.8)		 $ 67.9134%New holding, 393800 sh.393,800
CBI Chicago Bridge & Iro... 2013-03-31 Add0.16%$46.35 - $62.1
($52.76)		 $ 61.7617%Add 6.22%327,700
TRIP TripAdvisor Inc 2013-03-31 Sold Out -2.4%$41.92 - $53.24
($46.87)		 $ 59.8828%Sold Out0
MHFI McGraw Hill Financia... 2013-03-31 Buy 2.9%$42.67 - $58.34
($50.29)		 $ 55.711%New holding, 408000 sh.408,000
DG Dollar General Corpo... 2013-03-31 Buy 2.7%$42.33 - $52.22
($46.3)		 $ 54.0817%New holding, 389900 sh.389,900
C Citigroup Inc 2013-03-31 Buy 2.7%$39.56 - $47.6
($43.42)		 $ 51.4518%New holding, 449100 sh.449,100
DLTR Dollar Tree Stores, ... 2013-03-31 Add0.26%$38.04 - $48.43
($42.05)		 $ 49.7618%Add 10.32%425,563
OCN Ocwen Financial Corp... 2013-03-31 Reduce-0.95%$34.59 - $41.47
($38.56)		 $ 44.2515%Reduce -23.13%522,791
ADT ADT Corporation 2013-03-31 Reduce-1.71%$46 - $49.73
($47.67)		 $ 43.3-9%Reduce -39.88%312,300
RHP Ryman Hospitality Pr... 2013-03-31 Reduce-0.77%$38.46 - $46.35
($42.77)		 $ 42.49-1%Reduce -24.81%345,100
DNKN Dunkin Brands Group ... 2013-03-31 Buy 2.7%$33.18 - $38.17
($36.37)		 $ 42.0416%New holding, 546000 sh.546,000
RCL Royal Caribbean Crui... 2013-03-31 Buy 2.2%$31.84 - $38.42
($35.1)		 $ 37.547%New holding, 494000 sh.494,000
CCL Carnival Corporation 2013-03-31 Reduce-3.34%$33.21 - $39.15
($36.66)		 $ 35-4%Reduce -98.12%9,950
NEM Newmont Mining Corpo... 2013-03-31 Buy 1.7%$38.6 - $46.9
($42.75)		 $ 30.63-28%New holding, 301200 sh.301,200
HRB H&R Block Inc 2013-03-31 Buy 3.4%$18.57 - $29.42
($23.95)		 $ 29.6424%New holding, 849200 sh.849,200
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.
Total Records: 247   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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