Julian Robertson

Julian Robertson

Last Update: 08-15-2016

Number of Stocks: 34
Number of New Stocks: 12

Total Value: $310 Mil
Q/Q Turnover: 34%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:

Julian Robertson Watch

  • Julian Robertson More Than Doubles Stake in T2 Biosystems

    Guru Julian Robertson (Trades, Portfolio) is a billionaire investor and founder of Tiger Management, which netted an average return of 32% from 1980 to 2000.

    On June 29, Robertson more than doubled his stake in health care company T2 Biosystems Inc. (NASDAQ:TTOO), purchasing 1,256,638 shares for $8.39 per share.


  • Julian Robertson Sells Half of Stake in John Paulson-Backed Company

    Roughly a year after starting to invest in the company, Julian Robertson (Trades, Portfolio) has chopped half his stake in Enzymotec Ltd. (NASDAQ:ENZY), a maker of nutritional ingredients and medical foods.

    Robertson sold 565,738 shares in the company on July 1, retaining 577,407 shares, or 2.5% of the company. He had started an Enzymotec position in the third quarter of 2015 with 804,854 shares, and increased it to 1,162,854 shares the next quarter, making him fourth largest shareholder. The stake brought him little if any return, trading for an average of $9 during his original purchase and around $8 for his recent sell. Enzymotec ended the trailing 12 months down 5% and is down 13% year to date.


  • Andreas Halvorsen Raises Stake in Dynegy by 1,563%

    Andreas Halvorsen (Trades, Portfolio) increased his stake in Dynegy Inc. (NYSE:DYN) by 1,563% on May 3. The guru purchased 5,959,436 shares for $16.6 per share.

    Dynegy is an electric utility company based in Houston. It owns and operates a number of power stations in the U.S. across eight states  California, Connecticut, Illinois, Ohio, Massachusetts, Maine, New York and Pennsylvania. The company was founded in 1984 as Natural Gas Clearinghouse. It was originally an energy brokerage, buying and selling natural gas supplies. It changed its name to NGC Corporation in 1995 after entering the electrical power generation business.


  • Gilead and Celgene Among Biotechnology Stocks to Buy

    The general biotechnology industry offers gurus many opportunities to increase their portfolio returns. Several biotech stocks, including Gilead Sciences Inc. (NASDAQ:GILD) and Celgene Corp. (NASDAQ:CELG), have positive financial outlooks.

    Firms in the biotechnology industry manufacture products and modify processes using technological applications involving biological systems. For example, Gilead Sciences, incorporated in Delaware on June 22, 1987, seeks to improve patient care involving several life-threatening diseases, including AIDS, hepatitis B and C and cardiovascular diseases. The research-based biopharmaceutical firm has commercial sales operations both domestically and globally, with market subsidies in several European and Asian countries.


  • Chase Coleman Trims Stake in Pure Storage

    Guru Chase Coleman (Trades, Portfolio) reduced his stake in Pure Storage Inc. (NYSE:PSTG) by 4,242,615 shares Monday.

    Pure Storage was incorporated in Delaware in October 2009. The company’s mission is to change the way people build technology. The company delivers data storage that transforms business through an increase in performance and reduction in costs. Its services include Purity Operating environment, which is its flash-optimized software; FlashArray, its modular and scalable all-flash array hardware, and Pure1, its cloud-based management and support.


  • Julian Robertson Buys 8 New Stakes in 4th Quarter

    Julian Robertson (Trades, Portfolio) of Tiger Management made eight new buys in a wide range of sectors in the fourth quarter. His preferred sectors, Technology and Healthcare, were well represented.

    Robertson’s most significant new buy in the fourth quarter was his investment in Teva Pharmaceutical Industries Ltd. (NYSE:TEVA), an Israeli pharmaceutical company. Robertson purchased a 595,300-share stake for an average price of $61.94 per share. The deal had a 5.04% impact on Robertson’s portfolio.


  • Ainslie Buys Stake in Newell Rubbermaid, UnitedHealth

    Lee Ainslie (Trades, Portfolio), founder and CEO of Dallas-based Maverick Capital, made 23 new investments during the last quarter of 2015, according to data reported by GuruFocus' Real Time Picks.

    Ainslie is a former “Tiger Cub,” or investor who worked and learned at legendary Julian Robertson (Trades, Portfolio)’s firm Tiger Management. According to the portfolio reported in the 13F filing, the majority of Maverick’s assets are held in technology stocks at 36.4%, followed by 15.7% in industrials and 15.3% in health care.


  • 'Tiger Cub' Halvorsen Buys 5th Energy Stock in 1 Month

    Andreas Halvorsen (Trades, Portfolio), founding partner of Viking Global Investors, bought his fifth energy stock since just the beginning of the year with about 54.8 million shares in Encana Corp. (NYSE:ECA) on Jan. 20 at $3.50 per share.

    The North American energy producer develops diverse resource plays producing natural gas, oil and NGLs. Encana was formed in 2002 through the merger between Alberta Energy and PanCanadian Energy. The stock has plunged 70% in the past year and is down 23% year to date.


  • Julian Robertson Divests Nvidia

    Guru Julian Robertson (Trades, Portfolio) sold out his holdings in Nvidia Corp. (NASDAQ:NVDA) in the third quarter.

    Robertson is a legendary billionaire investor and founder of Tiger Management, which netted an average return of 32% from 1980 to 2000.


  • Robert Karr Buys GrubHub, Alibaba and 3 Other Stocks in 3rd Quarter

    Robert Karr (Trades, Portfolio), the founder of Joho Capital and one of the Tiger Cubs, manages a $349 million portfolio composed of 11 stocks; during the third quarter he closed 12 trades and just five of them were buys.

    He increased his stake in GrubHub Inc. (GRUB) by 65.35% with an impact of 8.66% on the portfolio. The current stake is 21.92% of his total assets and 3.70% of the company’s outstanding shares.


  • Tiger Management Founder Julian Robertson Ups Stake in Enzymotec

    Guru Julian Robertson (Trades, Portfolio) is a legendary billionaire investor and founder of Tiger Management, which netted an outstanding average return of 32% from 1980 to 2000.

    In the YouTube video below, Robertson talks about how to pick successful stocks and the most important things to consider when looking at companies.


  • Julian Robertson Keeps Buying Citigroup, Netflix, Facebook

    Julian Robertson (Trades, Portfolio) is considered the father of hedge funds. He launched his firm Tiger Management in 1980 with $8 million, and turned it into over $22 billion in the late 1990s.

    Robertson manages a portfolio of 51 stocks with a total value of $748 million. The following are the stocks he has been buying for at least the last two quarters.


  • With U.S. Equities Remaining Bullish, How Do You Invest in Gold?

    The U.S. Federal Reserve is widely expected to increase interest rates in the near future as the country’s economic prospects continue to show promise. This has been the story for the last 12 months after ending the quantitative easing program in Q3 last year.

    The U.S. economy has been on a recovery trend since 2011 in the aftermath of the 2008 and 2009 global financial crises. This is illustrated by the nature in which U.S. equities have rallied over the last four years. While there have been dips and rebounds along the way, the overall trend has remained bullish to date as investors continue to be optimistic with regard to the country’s current economic condition.


  • Julian Robertson Trims JD.com, Santander Consumer, NVIDIA

    Julian Robertson (Trades, Portfolio) is the father of hedge fund Tiger Management. He launched his firm in 1980 with $8 million. He manages a portfolio composed of 51 stocks with total value of $748 million, and the following are his largest sales during the third quarter.

    His largest sale is about JD.com Inc. (JD). He reduced his stake by 18.72%, and the deal had an impact of -2.83% on the portfolio.


  • Chase Coleman's Tiger Global Buys Anheuser-Busch, Time Warner Cable

    As a “Tiger Cub,” or former protégé of the legendary investor Julian Robertson (Trades, Portfolio), it’s little surprise that Chase Coleman (Trades, Portfolio) has achieved his own success at his investment firm Tiger Global Management, which manages about $20 billion.

    Despite being known as one of the best and youngest investors today, the firm has suffered some losses recently due to the slowdown in the Chinese economy. The public equity fund is invested heavily in Chinese internet stocks such as Vipshop Holdings (NYSE:VIPS) and Autohome Inc. (NYSE:ATHM), which are down 33% and 25% for the year.


  • What's Lee Ainslie's Angle to Buy Into a Pharmaceutical Stalwart Yielding 3%?

    Lee Ainslie (Trades, Portfolio) is the founder and CEO of Maverick Capital, unsurprisingly located in Dallas. Ainslie started Maverick Capital in 1993 with just $38 million. Today the fund is worth many billions of dollars.

    Ainslie learned investing from the legend Julian Robertson (Trades, Portfolio) at Tiger Management. Ainslie has crushed the market and averaged more than 13% a year from 1995 to 2009. In the 2008 crash his fund lost about 30%.


  • Legend Julian Robertson Buys CommScope, Pandora, 8 More

    Julian Robertson (Trades, Portfolio), who helped spearhead hedge fund investing and now manages his own money, purchased 10 new holdings in the third quarter.

    Considered an investing legend who once ran the world’s largest hedge fund, Robertson held 51 stocks in his portfolio at third quarter-end, which was valued at $748 million. Roberton’s largest sector pick is technology, where 37.2% of his stocks reside, and healthcare, which represents 13.8% of them.


  • Julian Robertson Boosts His Stakes in JD.com, Netflix

    Julian Robertson (Trades, Portfolio) is considered the father of hedge funds. He launched his firm Tiger Management in 1980 with $8 million and turned it into more than $22 billion in the late 1990s.

    He manages a portfolio composed of 48 stocks with a total value of $708 million; the following are the largest trades he did during the second quarter.


  • Julian Robertson's Second Dalliance with Investors Disappoints

    For Julian Robertson (Trades, Portfolio), the 83-year-old billionaire former hedge fund manager, history is repeating itself.

    In 2000, Robertson returned outside investors' money to focus on his own fortune. In 2010, he started taking money from outside investors again, but five years later, two of the three vehicles he set up have been unwound, while the third has shrunk as investors have pulled their money.


  • A Change in Scenery

    I wanted to start off my article today by announcing a relatively significant change in my career. As many of you know, Nintai – which was a management consulting business with its own internal fund – has been winding down operations and will shortly be nothing but a memory. Any assets in the firm will likely be fully dispersed by the time of publication. The only remaining part of the business will be my own managed portfolio of the newly created Nintai Charitable Trust. Accordingly, any mention I may make going forward referring to “Nintai” will be strictly associated with any trades or positions in the Trust portfolio.

    Additionally, (and far more importantly!) I am very excited to announce that I will be joining Dorfman Value Investments as Director of Marketing. Some of you may already know John through his writing here on GuruFocus. For those who don’t know, John has a tremendous record as a value investor and has long been seen on Bloomberg, CNBC, as well as a writer and editor at the Wall Street Journal and Forbes. It is an extraordinary privilege to be working with John and his team.


  • Halvorsen Ups Stake in Chinese Travel Company Qunar

    Andreas Halvorsen (Trades, Portfolio) of Viking Global Investors increased his stake in Qunar Cayman Islands (NASDAQ:QUNR) on July 7, purchasing 9,146,107 shares for $36.87 per share, according to the 13G filing.

    Halvorsen initiated the position in Q4 2014, and now holds 10,156,644 shares of the company. Domiciled in the Cayman Islands, Qunar is a popular travel booking service in China, and is controlled by Baidu (BIDU), who purchased a majority stake in 2011. Over the past year, the stock rose 51% to close at $43.74 on July 23.


  • Robert Kessler Still Bullish On U.S. Treasuries

    Anyone with half a brain is bearish on U.S. Treasuries, right?

    Jim Grant, Warren Buffett (Trades, Portfolio) and Julian Robertson (Trades, Portfolio) all agree. U.S. Treasuries offer all risk and no reward at current ridiculous rates.


  • Julian Robertson: Ridiculous Bond Yields Have Forced Investors Into Stocks

    Where is hedge fund legend Julian Robertson (Trades, Portfolio) investing today?

    He thinks it is a good idea to look at currencies as an opportunity. Robertson himself has had a successful short position on the euro for some time.


  • Alibaba Is Down, But Not Out

    Alibaba (NYSE:BABA) has declined by 25% year-to-date, and the decline in the stock has been accelerated by the recent carnage in Chinese equities. While China’s GDP growth is likely to remain muted in the coming quarters, I believe that the recent correction is a good opportunity to accumulate Alibaba. This article discusses the factors that will trigger renewed upside for Alibaba. I must mention at the onset that Julian Robertson (Trades, Portfolio) of Tiger Capital Management has increased his stake in Alibaba according to last quarter holdings, and he now holds 636,878 shares of the company. This underscores the point that Gurus see value in the stock.

    Before moving on, I would like to briefly talk about the Chinese economy. Investments still make up over 50% of China’s GDP and there are excesses in the manufacturing as well as real estate sector (in several regions). In the coming years, I have strong conviction that manufacturing and investments as a percentage of GDP will decline, while consumption as a percentage of GDP will trend higher.


  • Julian Robertson Discusses Greece Threat, Stocks and Apple

    Well-known hedge fund leader Julian Robertson (Trades, Portfolio) told CNBC today the world could adjust to Greece's problems, but the fallout could pose a contagion to surrounding nations. He believes U.S. markets are overheated and discusses his positivity on Apple (NASDAQ:AAPL), Chinese company JD.com (NASDAQ:JD) and Gilead Sciences (NASDAQ:GILD). 


  • Julian Robertson Adds 16 New Stakes to Portfolio

    As the founder of one of the earliest hedge funds, Julian Robertson (Trades, Portfolio) is a pioneer in the world of investing. Robertson made 16 new buys in the first quarter, two of which were significant enough to join the 10 most valuable stakes in his portfolio. Now retired, Robertson invests in hedge funds that are often run by his former employees.

    Robertson's net worth has been estimated at nearly $3.5 billion.


  • Chase Coleman initiates a position in IBM

    Chase Coleman (Trades, Portfolio) is the founder of Tiger Global Management. He is one of the Tiger Cub, i.e. manager who learned their strategies from the legendary Julian Robertson (Trades, Portfolio). Last quarter, he initiated a position in International Business Machines (NYSE:IBM) by buying 141,823 shares.

    IBM is a leading IT services and consulting company. IBM creates value for clients through integrated solutions and products that leverage: data, information technology, deep expertise in industries and business processes and a broad ecosystem of partners and alliances. IBM solutions typically create value by enabling new capabilities for clients that transform their businesses and help them engage with their customers and employees in new ways. These solutions draw from an industry-leading portfolio of consulting and IT implementation services, Cloud and cognitive offerings and enterprise systems and software; all bolstered by one of the world's leading research organizations.


  • Julian Robertson Initiates Position in Masco

    Julian Robertson (Trades, Portfolio) is considered the father of the 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 own money.

    Mr. Robertson invests with long-short strategies. His investment philosophy in his own words is as follows,


  • 15 Words of Wisdom on Finding an Edge

    Listen to advice and accept instruction, that you may gain wisdom in the future. – Proverbs 19:20


  • Hedge Fund Legend Julian Robertson Is Worried About A Bond Bubble

    Watch the latest video at video.foxbusiness.com

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