Julian Robertson

Julian Robertson

Last Update: 2014-02-14

Number of Stocks: 43
Number of New Stocks: 33

Total Value: $326 Mil
Q/Q Turnover: 60%

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: 2013-12-31
Number of Stocks: 43
Total value: 326 Mil
Number of New Buys: 33
SectorsSector Weightings (%) Sell Impact (%)    Buy Impact (%)
Technology 22% 22% -0.5% 5.67322239032% 165.658093797% 14.6%
Consumer Cyclical 16.4% 16.4% -0.6% 6.80786686838% 54.462934947% 4.8%
Energy 15.4% 15.4% -0.1% 1.13464447806% 166.792738275% 14.7%
Industrials 14.3% 14.3% -0.1% 1.13464447806% 63.5400907716% 5.6%
Financial Services 12% 12% -2.1% 23.8275340393% 116.868381241% 10.3%
Healthcare 8.3% 8.3% 27.2314674735% 2.4%
Basic Materials 7.2% 7.2% 81.6944024206% 7.2%
ETF, options, preferred 4.4% 4.4%
Consumer Defensive 4.2% 4.2% -1.5% 17.019667171%

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Ticker Company Industry Shares Value ($1000) % Weighting as of
Share # Change
from Last Period
Trade Impact (%) % of Shares Outstanding
HIMX Himax Technologies, Inc.Semiconductors1,963,36328,8818.9%New Buy+8.9%1.16
VLO Valero Energy CorporationOil & Gas - Refining & Marketing497,00025,0497.7%New Buy+7.7%0.09
EQT EQT CorpOil & Gas - E&P256,10022,9937%New Buy+7%0.17
MET MetLife IncInsurance - Life375,00020,2206.2%New Buy+6.2%0.03
NAV Navistar International CorpTruck Manufacturing401,10015,3184.7%New Buy+4.7%0.50
CIT CIT Group IncBanks256,20013,3564.1%New Buy+4.1%0.13
MON Monsanto CompanyAgriculture108,30012,6223.9%New Buy+3.9%0.02
ROC Rockwood Holdings IncChemicals150,82610,8473.3%New Buy+3.3%0.20
LOW Lowe's Companies Inc.Retail - Apparel & Specialty206,40010,2273.1%New Buy+3.1%0.02
ZNGA Zynga IncOnline Media1,423,0005,4071.7%New Buy+1.7%0.18
ZQK Quiksilver IncManufacturing - Apparel & Furniture600,0005,2621.6%New Buy+1.6%0.36
GILD Gilead Sciences IncBiotechnology320,00124,0327.4%+25.84%+1.52%0.02
BDSI BioDelivery Sciences International, Inc.Biotechnology510,8743,0090.92%New Buy+0.92%1.34
AAL American Airlines Group IncAirlines98,4862,4870.76%New Buy+0.76%0.00
AMD Advanced Micro Devices IncSemiconductors360,9001,3970.43%New Buy+0.43%0.05
AAPL Apple IncComputer Hardware2,3001,2900.4%New Buy+0.4%0.00
INFA Informatica CorporationApplication Software31,5001,3070.4%New Buy+0.4%0.03
RVBD Riverbed Technology, Inc.Communication Equipment53,8009730.3%New Buy+0.3%0.03
ARMH ARM Holdings PLCSemiconductors17,8009740.3%New Buy+0.3%0.00
DWRE Demandware IncApplication Software13,2008460.26%New Buy+0.26%0.04
Premium Portfolio changes after 2013-12-31 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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User Comments

ReplyGoforit - 3 weeks 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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