Julian Robertson

Julian Robertson

Last Update: 05-15-2015

Number of Stocks: 58
Number of New Stocks: 16

Total Value: $597 Mil
Q/Q Turnover: 21%

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

Julian Robertson's Portfolio

This page shows the Portfolio Holdings of Julian Robertson at Tiger Management. It tells us what Julian Robertson holds in different sectors/industries and the percentage of each holdings in his portfolio. Also please click on the industry to see the details of weightings in different sectors and industries.

Portfolio Statistics

Portfolio Date: 2015-03-31
Number of Stocks: 58
Total value: 597 Mil
Number of New Buys: 16
SectorsSector Weightings (%) Sell Impact (%)    Buy Impact (%)
Technology 26.8% 26.8% -0.2% 3.26086956522% 58.6956521739% 3.6%
Consumer Cyclical 26.1% 26.1% 14.6739130435% 0.9%
Healthcare 16.9% 16.9% -5.6% 91.3043478261% 104.347826087% 6.4%
Financial Services 11.2% 11.2% 65.2173913043% 4%
Industrials 8.9% 8.9% 13.0434782609% 0.8%
Communication Services 5.4% 5.4% 4.89130434783% 0.3%
Energy 3.4% 3.4% 55.4347826087% 3.4%
Real Estate 0.8% 0.8% 13.0434782609% 0.8%
ETF, options, preferred 0.5% 0.5%
Basic Materials 0.4% 0.4% 6.52173913043% 0.4%

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Ticker Company Industry Shares Value ($1000) % Weighting as of
Share # Change
from Last Period
Trade Impact (%) % of Shares Outstanding
AGN Allergan PLCDrug Manufacturers72,50021,5773.62%New Buy+3.62%0.02
LNG Cheniere Energy IncOil & Gas - Midstream264,00020,4343.42%New Buy+3.42%0.11
BX Blackstone Group LPAsset Management517,00020,1063.37%New Buy+3.37%0.04
ALNY Alnylam Pharmaceuticals IncBiotechnology161,60016,8742.83%New Buy+2.83%0.19
JD JD.com IncOnline Media427,89312,5712.11%New Buy+2.11%0.03
BABA Alibaba Group Holding LtdRetail - Apparel & Specialty636,87853,0148.88%+11.50%+0.92%0.03
FNFV Fidelity National Financial IncInsurance - Specialty488,2086,8841.15%+62.41%+0.44%0.14
MAS Masco CorpBuilding Materials96,0002,5630.43%New Buy+0.43%0.03
EQC Equity CommonwealthREITs85,2002,2620.38%New Buy+0.38%0.07
XHR Xenia Hotels & Resorts IncREITs98,2002,2340.37%New Buy+0.37%0.09
CDK CDK Global IncApplication Software46,5002,1740.36%New Buy+0.36%0.03
LBRDA Liberty Broadband CorpCommunication Services42,4002,3950.4%+436.71%+0.33%0.04
DAL Delta Air Lines IncAirlines893,17540,1576.73%+5.23%+0.33%0.11
AIR AAR CorpAerospace & Defense60,7001,8630.31%New Buy+0.31%0.17
FTNT Fortinet IncApplication Software43,8001,5310.26%New Buy+0.26%0.03
JDSU JDS Uniphase Corp (CA)Communication Equipment92,3001,2110.2%New Buy+0.2%0.04
NVDA NVIDIA CorpSemiconductors55,6001,1630.19%New Buy+0.19%0.01
ENVA Enova International IncCredit Services45,7009000.15%New Buy+0.15%0.14
MRVL Marvell Technology Group LtdSemiconductors46,1006780.11%New Buy+0.11%0.01
CRUS Cirrus Logic IncSemiconductors46,5001,5470.26%+78.85%+0.11%0.07
Premium Portfolio changes after 2015-03-31 are included for Premium Members only!
*Holdings do not include bonds, notes, debts, shorts etc. Foreign holdings may not be included.

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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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