Julian Robertson

Julian Robertson

Last Update: 05-16-2016

Number of Stocks: 38
Number of New Stocks: 11

Total Value: $399 Mil
Q/Q Turnover: 27%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:
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Julian Robertson Bought 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
PJT PJT Partners Inc 2016-03-31 Add0.49%$22.81 - $28.36
($25.76)
$ 25.71-0%Add 107.11%156,365
TTOO T2 Biosystems Inc 2016-03-31 Add0.32%$7.56 - $10.96
($8.86)
$ 8.56-3%Add 30.58%552,255
EQC Equity Commonwealth 2016-03-31 Add0.2%$25.41 - $28.25
($27)
$ 28.556%Add 24.44%143,600
HZNP Horizon Pharma PLC 2016-03-31 Add0.19%$14.02 - $21.67
($17.57)
$ 15.95-9%Add 5.45%868,477
UHAL Amerco Inc 2015-12-31 Add2.36%$379.66 - $436.28
($404.53)
$ 378.85-6%Add 189.67%71,932
GRUB GrubHub Inc 2015-12-31 Add2.17%$22.97 - $32.09
($26.14)
$ 23.96-8%Add 82.69%1,536,628
COMM CommScope Holding Co Inc 2015-12-31 Add0.72%$25 - $33.21
($28.72)
$ 31.209%Add 20.59%1,254,100
MGNX Macrogenics Inc 2015-12-31 Add0.69%$21.55 - $35.5
($30.62)
$ 24.29-21%Add 42.61%575,129
AAPL Apple Inc 2015-12-31 Add0.55%$105.26 - $122.57
($114.33)
$ 99.50-13%Add 10.92%409,310
GILD Gilead Sciences Inc 2015-12-31 Add0.55%$97.54 - $110.96
($104.19)
$ 86.52-17%Add 11.95%394,411
ENZY Enzymotec Ltd 2015-12-31 Add0.45%$8.47 - $10.1
($9.49)
$ 8.22-13%Add 44.48%1,162,845
PVG Pretium Resources Inc 2015-12-31 Add0.28%$4.93 - $6.93
($5.74)
$ 7.3628%Add 56.05%1,201,572
FB Facebook Inc 2015-12-31 Add0.26%$92.07 - $109.01
($102.98)
$ 118.2015%Add 4.01%496,000
GOOG Alphabet Inc 2015-12-31 Add0.22%$626.91 - $776.6
($720.15)
$ 726.901%Add 3.39%68,865
PJT PJT Partners Inc 2015-12-31 Add0.15%$20.07 - $29.02
($22.98)
$ 25.7112%Add 119.45%75,499
EQC Equity Commonwealth 2015-12-31 Add0.11%$26.64 - $29.67
($28)
$ 28.552%Add 35.45%115,400
DAL Delta Air Lines Inc 2015-12-31 Add0.08%$44.87 - $52.26
($49.51)
$ 43.52-12%Add 1.17%1,011,975
BX Blackstone Group LP 2015-09-30 Add2.73%$29.5 - $41.17
($36.2)
$ 27.00-25%Add 91.26%1,376,100
GRUB GrubHub Inc 2015-09-30 Add2.64%$24.05 - $33.86
($29.11)
$ 23.96-18%Add 2561.71%841,100
GOOG Alphabet Inc 2015-09-30 Add2.1%$516.83 - $672.93
($614.57)
$ 726.9018%Add 63.63%66,605
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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)
GOOG36,38927,108
DAL511,77524,913
NFLX240,80024,617
FB212,00024,189
RCL294,30024,177
CELG228,84022,905
STMP200,00021,256
FDX124,60020,275
BX723,40020,291
TEVA356,20019,060
» More Current Portfolio

Julian Robertson's Sector Weightings:


SectorsSector Weightings (%)
Technology 25.6% 25.6%
Healthcare 22.4% 22.4%
Financial Services 11.5% 11.5%
Consumer Cyclical 8% 8%
Communication Services 6.7% 6.7%
Basic Materials 1.4% 1.4%
Real Estate 1% 1%
Consumer Defensive 0% 0%
» More Sector Weightings


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