Julian Robertson

Julian Robertson

Last Update: 02-16-2016

Number of Stocks: 46
Number of New Stocks: 8

Total Value: $775 Mil
Q/Q Turnover: 26%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:
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Julian Robertson Sold 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
JD JD.com Inc 2015-12-31 Reduce-5.06%$25.52 - $32.65
($29.59)
$ 25.96-12%Reduce -57.04%1,095,195
MIC Macquarie Infrastructure Corp 2015-12-31 Reduce-2.08%$65.32 - $80.13
($74.68)
$ 70.05-6%Reduce -61.50%130,500
NFLX Netflix Inc 2015-12-31 Reduce-1.69%$97.32 - $130.93
($114.59)
$ 88.69-23%Reduce -23.84%391,900
ILMN Illumina Inc 2015-12-31 Reduce-1.3%$140.17 - $194.18
($166.62)
$ 133.91-20%Reduce -34.89%103,200
BX Blackstone Group LP 2015-12-31 Reduce-0.41%$27.8 - $34.7
($31.85)
$ 27.55-14%Reduce -7.13%1,278,000
ETFC E*TRADE Financial Corp 2015-12-31 Reduce-0.13%$25.47 - $30.73
($28.82)
$ 25.10-13%Reduce -38.40%58,582
C Citigroup Inc 2015-12-31 Reduce-0.13%$49.88 - $55.87
($53.12)
$ 46.72-12%Reduce -2.85%660,600
HMHC Houghton Mifflin Harcourt Co 2015-12-31 Reduce-0.06%$17.91 - $21.78
($20.12)
$ 20.653%Reduce -30.10%54,100
FNFV Fidelity National Financial Inc 2015-12-31 Reduce-0.06%$9.88 - $12.06
($11.1)
$ 10.63-4%Reduce -9.88%362,308
CDK CDK Global Inc 2015-12-31 Reduce-0.06%$45.76 - $50.82
($48.52)
$ 47.37-2%Reduce -19.83%36,791
JAX J. Alexander's Holdings Inc 2015-12-31 Reduce-0.05%$9.51 - $11.62
($10.49)
$ 10.24-2%Reduce -51.27%33,834
BLD TopBuild Corp 2015-12-31 Reduce-0.04%$27.79 - $32.9
($30.02)
$ 30.712%Reduce -16.40%55,066
LGF Lions Gate Entertainment Corp 2015-12-31 Reduce-0.03%$32.36 - $41.07
($36.7)
$ 22.12-40%Reduce -8.39%58,723
DV DeVry Education Group Inc 2015-12-31 Reduce-0.03%$22.46 - $29.52
($25.03)
$ 17.51-30%Reduce -0.82%1,094,005
IAC IAC/InterActiveCorp 2015-12-31 Reduce-0.02%$59.39 - $72.29
($64.7)
$ 46.44-28%Reduce -0.86%230,300
LILAK Liberty Global PLC 2015-12-31 Reduce-0.02%$33.83 - $43
($38.21)
$ 40.877%Reduce -6.80%69,245
JD JD.com Inc 2015-09-30 Reduce-2.83%$22.81 - $35.38
($28.92)
$ 25.96-10%Reduce -18.72%2,549,195
GOOGL Alphabet Inc 2015-09-30 Reduce-1.02%$541.7 - $699.6
($643.89)
$ 710.2410%Reduce -84.83%2,396
IAC IAC/InterActiveCorp 2015-09-30 Reduce-0.87%$64.53 - $84.59
($74.31)
$ 46.44-38%Reduce -24.97%232,300
GILD Gilead Sciences Inc 2015-09-30 Reduce-0.78%$94.8 - $119.6
($111.06)
$ 89.25-20%Reduce -11.79%352,311
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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)
GOOG68,86552,260
FB496,00051,911
DAL1,011,97551,297
NFLX391,90044,826
AAPL409,31043,084
GILD394,41139,910
TEVA595,30039,075
BX1,278,00037,369
GRUB1,536,62837,186
JD1,095,19535,336
» More Current Portfolio

Julian Robertson's Sector Weightings:


SectorsSector Weightings (%)
Healthcare 20.1% 20.1%
Technology 15.5% 15.5%
Financial Services 13% 13%
Consumer Defensive 8.1% 8.1%
Communication Services 6.4% 6.4%
Basic Materials 1% 1%
Real Estate 0.4% 0.4%
Consumer Cyclical 0.4% 0.4%
Energy 0% 0%
» More Sector Weightings

Julian Robertson's News:

» More Related News


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