Julian Robertson

Julian Robertson

Last Update: 02-17-2015

Number of Stocks: 56
Number of New Stocks: 11

Total Value: $510 Mil
Q/Q Turnover: 30%

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%)

TickerCompanyDate Action
Impactdown Price Range
Current Price Change from Average Comment Current Shares
BABA Alibaba Group Holding Ltd 2014-12-31 Reduce-15.17%$84.95 - $119.15
$ 84.58-22%Reduce -53.04%571,183
EBAY eBay Inc 2014-12-31 Reduce-7.03%$47.88 - $57.53
$ 57.636%Reduce -93.76%31,000
ETFC E*Trade Financial Corp 2014-12-31 Reduce-0.59%$19.09 - $24.445
$ 27.8519%Reduce -49.05%104,100
NSAM NorthStar Asset Management Group Inc 2014-12-31 Reduce-0.5%$16.46 - $22.66
$ 23.4215%Reduce -42.03%139,700
ENSG Ensign Group Inc 2014-12-31 Reduce-0.46%$34.09 - $45.72
$ 47.4117%Reduce -66.18%25,450
SXC SunCoke Energy Inc 2014-12-31 Reduce-0.45%$17.93 - $23.9
$ 15.02-40%Reduce -66.81%37,400
SCI Service Corp International 2014-12-31 Reduce-0.34%$20.3 - $23.22
$ 26.7618%Reduce -46.58%68,800
P Pandora Media Inc 2014-12-31 Reduce-0.25%$16.9 - $24.7
$ 16.32-21%Reduce -68.92%17,500
LTM Life Time Fitness Inc 2014-12-31 Reduce-0.25%$47.77 - $56.75
$ 70.9824%Reduce -38.59%29,600
NOK Nokia Oyj 2014-12-31 Reduce-0.21%$7.67 - $8.51
$ 7.70-5%Reduce -55.69%73,200
KATE Kate Spade & Co 2014-12-31 Reduce-0.15%$24.64 - $32.03
$ 33.1714%Reduce -36.29%38,800
INFA Informatica Corp 2014-12-31 Reduce-0.08%$32.25 - $39
$ 43.9618%Reduce -24.87%28,100
MTZ MasTec Inc 2014-12-31 Sold Out -4.6%$18.68 - $29.87
$ 19.40-27%Sold Out0
ENDP Endo International PLC 2014-12-31 Sold Out -0.37%$60.19 - $73.37
$ 90.0424%Sold Out0
CTXS Citrix Systems Inc 2014-12-31 Sold Out -0.3%$59.66 - $69.6
$ 63.61-2%Sold Out0
RAX Rackspace Hosting Inc 2014-12-31 Sold Out -0.23%$32.8 - $48.24
$ 51.9620%Sold Out0
CVLT CommVault Systems Inc 2014-12-31 Sold Out -0.17%$42.88 - $54.03
$ 44.14-9%Sold Out0
ESCA Escalade Inc 2014-12-31 Sold Out -0.1%$11.18 - $14.94
$ 16.5923%Sold Out0
DATA Tableau Software Inc 2014-09-30 Reduce-8.57%$58.24 - $77.16
$ 93.2430%Reduce -94.17%20,300
GOOGL Google Inc 2014-09-30 Reduce-1.75%$571.81 - $605.4
$ 557.55-6%Reduce -24.93%24,696
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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)
» More Current Portfolio

Julian Robertson's Sector Weightings:

select * from (select sec,round(sum(position),1) as secweight, round(sum(if(impact>0 or null,impact,0)),1) as buyimpact, round(sum(if(impact<0 or NULL, impact,0)),1) as sellimpact from (SELECT round(stock_list.industry/100000,0) as sec , `inst_holdings`.* FROM `inst_holdings`,stock_list where `inst_holdings`.symbol=stock_list.symbol and stock_list.exchange=inst_holdings.exchange and inst_holdings.guru_id = 134 and portdate='2014-12-31' and inst_holdings.verified=1) as a group by sec) as b, (select sector,sectorcode from morn_industry group by sectorcode) as c where b.sec=c.sectorcode order by secweight desc
SectorsSector Weightings (%)
Consumer Cyclical 25.9% 25.9%
Healthcare 18.6% 18.6%
Technology 10.6% 10.6%
Financial Services 7.6% 7.6%
Energy 6.2% 6.2%
Communication Services 4.9% 4.9%
Real Estate 0.8% 0.8%
Basic Materials 0.1% 0.1%
» More Sector Weightings

Julian Robertson's News:

» More Related News

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User Comments

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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