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 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
AAPL Apple Inc 2016-03-31 Sold Out -5.56%$93.42 - $109.56
($99.61)
$ 100.351%Sold Out0
GRUB GrubHub Inc 2016-03-31 Sold Out -4.8%$18.34 - $25.28
($22.09)
$ 24.9713%Sold Out0
GILD Gilead Sciences Inc 2016-03-31 Reduce-4.65%$82.71 - $101.19
($90.37)
$ 85.82-5%Reduce -90.24%38,511
JD JD.com Inc 2016-03-31 Sold Out -4.56%$22.88 - $32.27
($26.32)
$ 24.25-8%Sold Out0
DLTR Dollar Tree Inc 2016-03-31 Sold Out -4.42%$73.43 - $83.2
($78.73)
$ 88.9413%Sold Out0
FB Facebook Inc 2016-03-31 Reduce-3.84%$94.16 - $116.14
($105.28)
$ 119.3813%Reduce -57.26%212,000
DV DeVry Education Group Inc 2016-03-31 Sold Out -3.57%$16.74 - $25.31
($19.87)
$ 17.83-10%Sold Out0
DAL Delta Air Lines Inc 2016-03-31 Reduce-3.27%$40.77 - $50.69
($46.68)
$ 43.12-8%Reduce -49.43%511,775
GOOG Alphabet Inc 2016-03-31 Reduce-3.18%$678.11 - $764.65
($716.19)
$ 732.662%Reduce -47.16%36,389
ILMN Illumina Inc 2016-03-31 Sold Out -2.56%$135.37 - $191.95
($157.69)
$ 143.85-9%Sold Out0
C Citigroup Inc 2016-03-31 Reduce-2.39%$34.98 - $51.75
($41.89)
$ 46.5811%Reduce -54.13%303,000
SC Santander Consumer USA Holdings Inc 2016-03-31 Sold Out -2.3%$8.87 - $15.85
($11.08)
$ 12.5914%Sold Out0
NFLX Netflix Inc 2016-03-31 Reduce-2.23%$82.79 - $117.68
($98.34)
$ 103.305%Reduce -38.56%240,800
COMM CommScope Holding Co Inc 2016-03-31 Reduce-2.12%$19.8 - $27.92
($24.21)
$ 31.0528%Reduce -50.65%618,934
BX Blackstone Group LP 2016-03-31 Reduce-2.09%$23.02 - $29.24
($26.4)
$ 26.791%Reduce -43.40%723,400
TEVA Teva Pharmaceutical Industries Ltd 2016-03-31 Reduce-2.02%$53.5 - $65.86
($58.8)
$ 51.66-12%Reduce -40.16%356,200
IAC IAC/InterActiveCorp 2016-03-31 Sold Out -1.78%$39.96 - $60.05
($48.34)
$ 56.2716%Sold Out0
MIC Macquarie Infrastructure Corp 2016-03-31 Sold Out -1.22%$52.89 - $72.6
($63.49)
$ 71.5213%Sold Out0
XPO XPO Logistics Inc 2016-03-31 Reduce-1.19%$19.56 - $32.01
($25.15)
$ 29.3617%Reduce -45.06%410,693
UHAL Amerco Inc 2016-03-31 Reduce-1.05%$310.52 - $389.5
($348.25)
$ 373.447%Reduce -29.01%51,062
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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 23.5% 23.5%
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

Julian Robertson's News:

» More Related News


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