Legendary hedge fund manager Julian Robertson (Trades, Portfolio) just reported his fourth quarter portfolio. He buys Apple Inc, Netflix Inc, Illumina Inc, Google Inc, Santander Consumer USA Holdings Inc, SeaWorld Entertainment Inc, Gilead Sciences Inc, IAC/InterActiveCorp, Macrogenics Inc, Delta Air Lines Inc, Fidelity National Financial Inc, Liberty Interactive Corp, CBS Corp, Royal Caribbean Cruises Ltd, Harman International Industries Inc, Facebook Inc, Vectrus Inc, Polycom Inc, Tribune Media Co, Cirrus Logic Inc, Liberty Broadband Corp, Nielsen NV, Ctrip.com International Ltd, sells Alibaba Group Holding Ltd, eBay Inc, MasTec Inc, E*Trade Financial Corp, NorthStar Asset Management Group Inc, Ensign Group Inc, SunCoke Energy Inc, Endo International PLC, Service Corp International Inc, Citrix Systems Inc, Life Time Fitness Inc, Pandora Media Inc, Rackspace Hosting Inc, Nokia Oyj, CommVault Systems Inc, Kate Spade & Co, Escalade Inc, Informatica Corp during the 3-months ended 12/31/2014, according to the most recent filings of his investment company, Tiger Management.
As of 12/31/2014, Tiger Management owns 56 stocks with a total value of $510 million. These are the details of the buys and sells. Continue Reading »