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 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
DATA Tableau Software Inc 2014-09-30 Reduce-8.57%$58.24 - $77.16
($65.37)
$ 88.936%Reduce -94.17%20,300
MON Monsanto Co 2014-09-30 Sold Out -4.9%$112.93 - $126.53
($116.83)
$ 121.444%Sold Out0
POST Post Holdings Inc 2014-09-30 Sold Out -4.7%$33.34 - $49.92
($40.56)
$ 42.475%Sold Out0
NFLX Netflix Inc 2014-09-30 Sold Out -4.7%$421.86 - $484.39
($453.7)
$ 340.05-25%Sold Out0
VLO Valero Energy Corp 2014-09-30 Sold Out -4.3%$46.33 - $54.25
($50.54)
$ 50.290%Sold Out0
AAL American Airlines Gr... 2014-09-30 Sold Out -2.8%$35.03 - $43.7
($39.33)
$ 51.9632%Sold Out0
NRF Northstar Realty Fin... 2014-09-30 Sold Out -1.8%$16.14 - $18.86
($17.54)
$ 17.590%Sold Out0
GOOGL Google Inc 2014-09-30 Reduce-1.75%$571.81 - $605.4
($589.35)
$ 541.52-8%Reduce -24.93%24,696
GOOG Google Inc 2014-09-30 Reduce-1.2%$562.73 - $596.08
($579.9)
$ 534.03-8%Reduce -27.95%14,696
FNF Fidelity National Fi... 2014-09-30 Sold Out -1.1%$26.59 - $28.54
($27.85)
$ 35.6528%Sold Out0
FB Facebook Inc 2014-09-30 Reduce-0.94%$62.76 - $79
($73.35)
$ 80.7810%Reduce -11.16%303,400
SU Suncor Energy Inc 2014-09-30 Sold Out -0.88%$36.12 - $43.1
($40.11)
$ 32.18-20%Sold Out0
GLPI Gaming and Leisure P... 2014-09-30 Sold Out -0.83%$31.2 - $35.875
($33.66)
$ 29.62-12%Sold Out0
MA MasterCard Inc 2014-09-30 Reduce-0.38%$74.06 - $78.32
($76.25)
$ 87.7715%Reduce -29.39%35,025
GIMO Gigamon Inc 2014-09-30 Sold Out -0.33%$10.17 - $19.59
($11.76)
$ 17.4749%Sold Out0
ESCA Escalade Inc 2014-09-30 Reduce-0.26%$11.78 - $16.83
($14.74)
$ 14.47-2%Reduce -57.34%32,361
MSCC Microsemi Corp 2014-09-30 Sold Out -0.26%$23.81 - $27.44
($25.57)
$ 28.8613%Sold Out0
AMD Advanced Micro Devic... 2014-09-30 Sold Out -0.25%$3.55 - $4.66
($4.05)
$ 2.65-35%Sold Out0
CVLT CommVault Systems In... 2014-09-30 Reduce-0.19%$47.23 - $55.83
($51.69)
$ 54.034%Reduce -44.68%13,000
RCL Royal Caribbean Crui... 2014-09-30 Sold Out -0.13%$53.92 - $68.36
($62.21)
$ 82.2732%Sold Out0
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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 week ago
Thanks for the Stock Updates.
amazon.com
Briancaleb12
ReplyBriancaleb12 - 1 week ago
Goforit
ReplyGoforit - 9 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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