Julian Robertson

Julian Robertson

Last Update: 2014-11-14

Number of Stocks: 50
Number of New Stocks: 15

Total Value: $377 Mil
Q/Q Turnover: 53%

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
DAL Delta Air Lines Inc 2014-09-30 Add1.54%$35.61 - $40.93
($38.24)
$ 47.3824%Add 28.69%722,575
C Citigroup Inc 2014-09-30 Add0.56%$46.9 - $53.66
($50.28)
$ 54.017%Add 15.31%308,800
CTXS Citrix Systems Inc 2014-09-30 Add0.13%$62.61 - $72.68
($68.33)
$ 63.13-8%Add 74.44%15,700
P Pandora Media Inc 2014-09-30 Add0.11%$24.52 - $29.82
($26.55)
$ 18.03-32%Add 42.53%56,300
NXPI NXP Semiconductors N... 2014-09-30 Add0.07%$60.5 - $73.01
($66.56)
$ 76.4915%Add 22.53%22,300
DWRE Demandware Inc 2014-09-30 Add0.04%$50.49 - $67.53
($56.47)
$ 58.694%Add 23.77%15,100
DATA Tableau Software Inc 2014-06-30 Add8.8%$54.13 - $81.18
($62.56)
$ 88.0641%Add 2900%348,000
FB Facebook Inc 2014-06-30 Add7.95%$56.14 - $67.6
($61.42)
$ 79.8830%Add 1776.37%341,500
GILD Gilead Sciences Inc 2014-06-30 Add2.98%$65.48 - $83.02
($77.76)
$ 108.4540%Add 28.55%443,911
GOOGL Google Inc 2014-06-30 Add2.66%$518 - $585.93
($551.75)
$ 520.04-6%Add 61.29%32,896
ENSG Ensign Group Inc 2014-06-30 Add0.47%$22.04 - $30.93
($25.43)
$ 44.9977%Add 97.1%84,950
ESCA Escalade Inc 2014-06-30 Add0.32%$14.04 - $16.79
($15.18)
$ 13.64-10%Add 248.71%75,858
SXC SunCoke Energy Inc 2014-06-30 Add0.24%$19.89 - $23.61
($21)
$ 19.05-9%Add 37.94%112,700
NXPI NXP Semiconductors N... 2014-06-30 Add0.2%$55.72 - $66.44
($61.16)
$ 76.4925%Add 85.71%18,200
ADSK Autodesk Inc 2014-06-30 Add0.15%$45.19 - $56.96
($50.63)
$ 59.918%Add 50.68%22,300
GIMO Gigamon Inc 2014-06-30 Add0.13%$14.99 - $31.52
($18.05)
$ 17.83-1%Add 65.26%47,100
AAL American Airlines Gr... 2014-03-31 Add1.61%$24.78 - $39.02
($33.71)
$ 50.7150%Add 134.97%231,409
ULTA Ulta Salon Cosmetics... 2014-03-31 Add0.83%$80.93 - $104.3
($90.13)
$ 129.2243%Add 15.99%187,200
POST Post Holdings Inc 2014-03-31 Add0.63%$49.27 - $60.18
($54.66)
$ 41.61-24%Add 12.72%310,200
GILD Gilead Sciences Inc 2014-03-31 Add0.59%$68.55 - $83.95
($78.44)
$ 108.4538%Add 7.91%345,320
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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)
BABA1,216,283108,067
GILD443,91147,254
EBAY496,40028,111
DAL722,57526,121
FB303,40023,981
MTZ562,70017,230
C308,80016,002
GOOGL24,69614,531
IACI194,00012,785
BDSI510,8748,731
» More Current Portfolio

Julian Robertson's Sector Weightings:


SectorsSector Weightings (%)
Consumer Cyclical 38.8% 38.8%
Healthcare 18.1% 18.1%
Technology 13.7% 13.7%
Financial Services 6.7% 6.7%
Real Estate 1.4% 1.4%
Basic Materials 0.7% 0.7%
Energy 0% 0%
Consumer Defensive 0% 0%
Industrials 0% 0%
Communication Services 0% 0%
» More Sector Weightings

Julian Robertson's News:

» More Related News


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User Comments

Briancaleb12
ReplyBriancaleb12 - 1 hour ago
Thanks for the Stock Updates.
amazon.com
Goforit
ReplyGoforit - 8 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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