Julian Robertson

Julian Robertson

Last Update: 2014-05-15

Number of Stocks: 56
Number of New Stocks: 23

Total Value: $304 Mil
Q/Q Turnover: 20%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:
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Julian Robertson Sold these stocks:



View:
TickerCompanyDate Action
Impactdown Price Range
(Average)*
Current Price Change from Average Comment Current Shares
CIT CIT Group Inc 2014-03-31 Sold Out -4.1%$45.46 - $52.15
($48.83)
$ 48.47-1%Sold Out0
HIMX Himax Technologies I... 2014-03-31 Reduce-3.65%$11.38 - $15.65
($13.97)
$ 5.81-58%Reduce -40.97%1,158,900
ROC Rockwood Holdings In... 2014-03-31 Sold Out -3.3%$67.22 - $81.65
($73.61)
$ 82.5912%Sold Out0
LOW Lowe's Companies Inc 2014-03-31 Sold Out -3.1%$44.9 - $50.82
($48.28)
$ 47.91-1%Sold Out0
EQT EQT Corp 2014-03-31 Reduce-2.18%$84.35 - $104.3
($95.52)
$ 99.925%Reduce -31.12%176,400
VLO Valero Energy Corp 2014-03-31 Reduce-1.74%$46.37 - $55.29
($51.12)
$ 48.35-5%Reduce -22.64%384,500
ZNGA Zynga Inc 2014-03-31 Sold Out -1.7%$3.39 - $5.79
($4.59)
$ 3.06-33%Sold Out0
ZQK Quiksilver Inc 2014-03-31 Sold Out -1.6%$6.82 - $8.98
($7.73)
$ 3.25-58%Sold Out0
EBAY eBay Inc 2014-03-31 Reduce-1.21%$51.78 - $59.3
($55.16)
$ 52.66-4%Reduce -18.63%312,300
MET MetLife Inc 2014-03-31 Reduce-0.95%$47.06 - $54.55
($51.62)
$ 55.287%Reduce -15.28%317,700
DAL Delta Air Lines Inc 2014-03-31 Reduce-0.76%$27.19 - $35.37
($31.97)
$ 39.1522%Reduce -10.92%745,485
MA MasterCard Inc 2014-03-31 Reduce-0.41%$72.84 - $84.36
($78.35)
$ 77.74-1%Reduce -24.39%49,600
GOOGL Google Inc 2014-03-31 Reduce-0.35%$551.149 - $610.676
($584.63)
$ 605.194%Reduce -4.75%20,396
RVBD Riverbed Technology ... 2014-03-31 Sold Out -0.3%$17.78 - $22.28
($19.92)
$ 17.9-10%Sold Out0
RYAAY Ryanair Holdings PLC 2014-03-31 Reduce-0.28%$46.73 - $57.92
($53.02)
$ 53.240%Reduce -16.6%99,792
FFIV F5 Networks Inc 2014-03-31 Sold Out -0.22%$87.78 - $114.78
($105.29)
$ 110.815%Sold Out0
SYMC Symantec Corp 2014-03-31 Sold Out -0.15%$18.2 - $24.15
($21.49)
$ 23.479%Sold Out0
SEE Sealed Air Corp 2014-03-31 Reduce-0.11%$29.86 - $34.65
($32.64)
$ 32.670%Reduce -47.53%11,963
CUK Carnival PLC 2014-03-31 Sold Out -0.11%$37.97 - $42.58
($40.87)
$ 36.49-11%Sold Out0
MKTO Marketo Inc 2014-03-31 Sold Out -0.1%$32.565 - $44.48
($39.63)
$ 26.77-32%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)
DAL745,48525,831
GILD345,32024,469
VLO384,50020,417
ULTA187,20018,241
EBAY312,30017,251
EQT176,40017,106
POST310,20017,098
MET317,70016,775
NAV399,90013,545
HIMX1,158,90013,351
» More Current Portfolio

Julian Robertson's Sector Weightings:


SectorsSector Weightings (%)
Technology 17.8% 17.8%
Consumer Cyclical 13.7% 13.7%
Healthcare 10.5% 10.5%
Financial Services 9.7% 9.7%
Industrials 6.7% 6.7%
Energy 6.2% 6.2%
Consumer Defensive 5.6% 5.6%
Basic Materials 4.6% 4.6%
Real Estate 1.6% 1.6%
» More Sector Weightings

Julian Robertson's News:

» More Related News


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User Comments

Goforit
ReplyGoforit - 4 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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