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:

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: 2014-03-31
Number of Stocks: 56
Total value: 304 Mil
Number of New Buys: 23
SectorsSector Weightings (%) Sell Impact (%)    Buy Impact (%)
Technology 20.5% 20.5% -4.1% 84.478021978% 109.203296703% 5.3%
Industrials 17.8% 17.8% -1% 20.6043956044% 37.0879120879% 1.8%
Consumer Cyclical 13.7% 13.7% -1.3% 26.7857142857% 55.6318681319% 2.7%
Energy 12.9% 12.9% -4% 82.4175824176%
Healthcare 10.5% 10.5% 35.0274725275% 1.7%
Financial Services 9.7% 9.7% -1.4% 28.8461538462% 61.8131868132% 3%
Consumer Defensive 5.6% 5.6% 12.3626373626% 0.6%
ETF, options, preferred 4.7% 4.7%
Basic Materials 4.6% 4.6% 12.3626373626% 0.6%
Real Estate 1.6% 1.6% 32.967032967% 1.6%

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Ticker Company Industry Shares Value ($1000) % Weighting as of
Share # Change
from Last Period
Trade Impact (%) % of Shares Outstanding
ADTN Adtran IncCommunication Equipment379,0009,2513%New Buy+3%0.67
ETFC E*Trade Financial CorpBrokers & Exchanges239,6005,5161.8%New Buy+1.8%0.08
AAL American Airlines Group IncAirlines231,4098,4702.8%+134.97%+1.61%0.03
NRF Northstar Realty Finance CorpREITs142,0004,5841.5%New Buy+1.5%0.09
GLPI Gaming and Leisure Properties, Inc.117,4104,2811.4%New Buy+1.4%0.10
FNF Fidelity National Financial IncInsurance - Specialty117,8003,7041.2%New Buy+1.2%0.04
SCI Service Corp International IncPersonal Services128,8002,5610.84%New Buy+0.84%0.06
ULTA Ulta Salon Cosmetics & Fragrances IncRetail - Apparel & Specialty187,20018,2416%+15.99%+0.83%0.29
POST Post Holdings IncConsumer Packaged Goods310,20017,0985.6%+12.72%+0.63%0.81
ENSG Ensign Group IncHealth Care Providers43,1001,8810.62%New Buy+0.62%0.19
SXC SunCoke Energy IncSteel81,7001,8660.61%New Buy+0.61%0.12
GILD Gilead Sciences IncBiotechnology345,32024,4698%+7.91%+0.59%0.02
TTWO Take-Two Interactive Software IncApplication Software70,9001,5550.51%New Buy+0.51%0.07
ENDP Endo International PLCDrug Manufacturers22,8001,5650.51%New Buy+0.51%0.01
SHY iShares Barclays 1-3 Year Treasry Bnd Fd16,1871,3670.45%New Buy+0.45%0.02
BRCD Brocade Communications Systems IncComputer Hardware126,0001,3370.44%New Buy+0.44%0.03
BID SothebysRetail - Apparel & Specialty28,5001,2410.41%New Buy+0.41%0.04
CTRP Ctrip.com International LtdTravel & Leisure24,0001,2100.4%New Buy+0.4%0.02
CTXS Citrix Systems IncApplication Software17,8001,0220.34%New Buy+0.34%0.01
GIMO Gigamon Inc28,5008660.28%New Buy+0.28%0.09
Premium Portfolio changes after 2014-03-31 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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User Comments

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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