Julian Robertson

Julian Robertson

Last Update: 05-15-2015

Number of Stocks: 58
Number of New Stocks: 16

Total Value: $597 Mil
Q/Q Turnover: 21%

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
BABA Alibaba Group Holding Ltd 2015-03-31 Add0.92%$81.58 - $105.03
($90.25)
$ 81.07-10%Add 11.50%636,878
FNFV Fidelity National Financial Inc 2015-03-31 Add0.44%$11.61 - $15.04
($13.5)
$ 15.5815%Add 62.41%488,208
LBRDA Liberty Broadband Corp 2015-03-31 Add0.33%$44.47 - $56.48
($50.74)
$ 50.59-0%Add 436.71%42,400
DAL Delta Air Lines Inc 2015-03-31 Add0.33%$43.42 - $50.7
($46.38)
$ 41.12-11%Add 5.23%893,175
CRUS Cirrus Logic Inc 2015-03-31 Add0.11%$22.91 - $34.37
($29.03)
$ 33.1014%Add 78.85%46,500
USAK USA Truck Inc 2015-03-31 Add0.09%$26.01 - $31.79
($28.9)
$ 21.52-26%Add 28.84%89,355
ETFC E*Trade Financial Corp 2015-03-31 Add0.07%$21.77 - $28.56
($25.5)
$ 29.3415%Add 14.79%119,500
AAPL Apple Inc 2015-03-31 Add0.05%$105.99 - $133
($120.78)
$ 124.533%Add 0.81%324,500
MU Micron Technology Inc 2015-03-31 Add0.05%$26.57 - $34.75
($29.89)
$ 18.73-37%Add 21.12%58,500
FB Facebook Inc 2015-03-31 Add0.04%$74.05 - $85.31
($78.34)
$ 85.8010%Add 0.88%320,300
NXPI NXP Semiconductors NV 2015-03-31 Add0.04%$72.38 - $108.03
($88.08)
$ 97.5011%Add 9.52%25,300
ADSK Autodesk Inc 2015-03-31 Add0.03%$54.01 - $64.24
($59.22)
$ 50.41-15%Add 10.20%28,100
VEC Vectrus Inc 2015-03-31 Add0.03%$24.94 - $33.75
($28.91)
$ 25.01-13%Add 9.84%74,266
INFA Informatica Corp 2015-03-31 Add0.02%$35.13 - $44.57
($41.6)
$ 48.4516%Add 11.74%31,400
AAPL Apple Inc 2014-12-31 Add6.65%$96.26 - $119
($109.16)
$ 124.5314%Add 1924.53%321,900
GOOG Google Inc 2014-12-31 Add2.68%$494.034 - $575.77
($536.18)
$ 521.52-3%Add 176.24%40,708
GILD Gilead Sciences Inc 2014-12-31 Add1.67%$89.45 - $114.22
($103.3)
$ 115.4612%Add 20.27%533,911
IACI IAC/InterActiveCorp 2014-12-31 Add1.38%$58.48 - $67.88
($63.38)
$ 78.3224%Add 59.59%309,600
DAL Delta Air Lines Inc 2014-12-31 Add1.22%$30.9 - $49.23
($42.22)
$ 41.12-3%Add 17.47%848,775
FNFV Fidelity National Financial Inc 2014-12-31 Add0.4%$13 - $15.3
($14.09)
$ 15.5811%Add 76.40%300,608
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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)
AMZN233,50086,885
BABA636,87853,014
AAPL324,50040,378
DAL893,17540,157
NFLX71,40029,752
FB320,30026,333
GILD231,51122,718
GOOG40,70822,247
AGN72,50021,577
IACI309,60020,889
» More Current Portfolio

Julian Robertson's Sector Weightings:


SectorsSector Weightings (%)
Consumer Cyclical 26.1% 26.1%
Healthcare 16.9% 16.9%
Financial Services 11.2% 11.2%
Technology 8.9% 8.9%
Communication Services 5.4% 5.4%
Energy 3.4% 3.4%
Real Estate 0.8% 0.8%
Basic Materials 0.4% 0.4%
» 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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