Julian Robertson

Julian Robertson

Last Update: 2014-05-15

Number of Stocks: 56
Number of New Stocks: 23

Total Value: $304 Mil
Q/Q Turnover: 20%

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



View:
TickerCompanyDate Action
Impactdown Price Range
(Average)*
Current Price Change from Average Comment Current Shares
AAL American Airlines Gr... 2014-03-31 Add1.61%$24.78 - $39.02
($33.71)
$ 42.1625%Add 134.97%231,409
ULTA Ulta Salon Cosmetics... 2014-03-31 Add0.83%$80.93 - $104.3
($90.13)
$ 93.143%Add 15.99%187,200
POST Post Holdings Inc 2014-03-31 Add0.63%$49.27 - $60.18
($54.66)
$ 47.79-13%Add 12.72%310,200
GILD Gilead Sciences Inc 2014-03-31 Add0.59%$68.55 - $83.95
($78.44)
$ 90.5415%Add 7.91%345,320
SPLK Splunk Inc 2014-03-31 Add0.2%$68.67 - $95.5
($81.34)
$ 47.92-41%Add 129.69%14,700
NOK Nokia Oyj 2014-03-31 Add0.16%$6.66 - $8.18
($7.52)
$ 8.3211%Add 87.05%144,400
BLOX Infoblox Inc 2014-03-31 Add0.15%$17.19 - $38.56
($27.93)
$ 12.32-56%Add 163.97%35,900
FB Facebook Inc 2014-03-31 Add0.09%$53.53 - $72.03
($63.12)
$ 74.9819%Add 31.88%18,200
GILD Gilead Sciences Inc 2013-12-31 Add1.52%$58.9 - $75.2
($69.65)
$ 90.5430%Add 25.84%320,001
MCO Moody's Corporation 2013-09-30 Add1.96%$60.03 - $71.49
($65.62)
$ 92.4841%Add 146.95%304,000
RCL Royal Caribbean Crui... 2013-09-30 Add1.48%$33.31 - $40.44
($37.52)
$ 60.5661%Add 69.52%913,700
MHFI McGraw Hill Financia... 2013-09-30 Add0.91%$53.99 - $66.03
($60.62)
$ 81.6335%Add 39.73%313,700
SIRI Sirius XM Radio Inc. 2013-06-30 Add1.35%$2.985 - $3.59
($3.29)
$ 3.455%Add 76.91%7,303,300
RHP Ryman Hospitality Pr... 2013-06-30 Add0.96%$34 - $45.99
($40.86)
$ 49.2721%Add 55.18%535,541
WDAY Workday Inc 2013-06-30 Add0.49%$57.68 - $68.7
($62.77)
$ 81.9631%Add 32.41%250,250
MON Monsanto Company 2013-06-30 Add0.24%$98.72 - $109.22
($104.72)
$ 116.1911%Add 10.05%211,300
RCL Royal Caribbean Crui... 2013-06-30 Add0.19%$31.82 - $38.08
($34.71)
$ 60.5674%Add 9.11%539,000
SEE Sealed Air Corporati... 2013-03-31 Add2.04%$17.51 - $24.28
($20.56)
$ 32.4458%Add 1296.3%678,600
XPO XPO Logistics Inc 2013-03-31 Add0.65%$16.6 - $18.59
($17.16)
$ 27.3760%Add 48.11%881,265
GOOGL Google, Inc. 2013-03-31 Add0.6%$702.87 - $838.604
($777.34)
$ 603.01-22%Add 19.24%34,340
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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)
DAL745,48525,831
GILD345,32024,469
VLO384,50020,417
ULTA187,20018,241
EBAY312,30017,251
EQT176,40017,106
POST310,20017,098
MET317,70016,775
NAV399,90013,545
HIMX1,158,90013,351
» More Current Portfolio

Julian Robertson's Sector Weightings:


SectorsSector Weightings (%)
Technology 17.8% 17.8%
Consumer Cyclical 13.7% 13.7%
Healthcare 10.5% 10.5%
Financial Services 9.7% 9.7%
Industrials 6.7% 6.7%
Energy 6.2% 6.2%
Consumer Defensive 5.6% 5.6%
Basic Materials 4.6% 4.6%
Real Estate 1.6% 1.6%
» More Sector Weightings

Julian Robertson's News:

» More Related News


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User Comments

Goforit
ReplyGoforit - 4 months 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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