Julian Robertson

Julian Robertson

Last Update: 02-14-2017

Number of Stocks: 40
Number of New Stocks: 8

Total Value: $552 Mil
Q/Q Turnover: 35%

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: 2016-12-31
Number of Stocks: 40
Total value: 552 Mil
Number of New Buys: 8
SectorsSector Weightings (%) Sell Impact (%)    Buy Impact (%)
Technology 36.5% 36.5% 143.523920653% 16.4%
Healthcare 20.6% 20.6% -1.9% 16.6277712952% 41.1318553092% 4.7%
Consumer Cyclical 16% 16% -0.1% 0.875145857643% 17.5029171529% 2%
Financial Services 11.6% 11.6% 73.512252042% 8.4%
ETF, options, preferred 8.1% 8.1%
Energy 3.8% 3.8% 33.2555425904% 3.8%
Industrials 3.2% 3.2%
Consumer Defensive 0.2% 0.2%
Real Estate 0.1% 0.1% -0.1% 0.875145857643%

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View:
Ticker Company Industry Shares Value ($1000) % Weighting as of
2016-12-31
Share # Change
from Last Period
Trade Impact (%) % of Shares Outstanding 3M Change(%) YTD Change(%)
ENZY Enzymotec LtdBiotechnology677,5484,4380.8%002.98+57.02%+36.64%
ITUB Itau Unibanco Holding SABanks90,0009250.17%+36.36%+0.05%0.00+29.67%+27.62%
AAPL Apple IncComputer Hardware171,00019,8053.59%New Buy+3.59%0.00+23.96%+17.67%
P Pandora Media IncEntertainment1,775,40023,1514.2%000.75+22.78%+4.14%
TTWO Take-Two Interactive Software IncApplication Software400,00019,7163.57%New Buy+3.57%0.39+22.74%+21.10%
BAC Bank of America CorporationBanks1,318,30029,1345.28%New Buy+5.28%0.01+22.49%+10.95%
BX Blackstone Group LPAsset Management795,50021,5023.9%+24.22%+0.76%0.07+18.49%+13.54%
RCL Royal Caribbean Cruises LtdTravel & Leisure364,46029,9005.42%+32.53%+1.33%0.17+15.47%+16.05%
ABEV Ambev SABeverages - Alcoholic00 Sold Out-0.17%0.00+13.89%+16.93%
FB Facebook IncOnline Media283,63532,6325.92%+43.61%+1.8%0.01+13.36%+16.06%
COMM CommScope Holding Co IncCommunication Equipment1,016,33437,8086.85%+18.91%+1.09%0.53+12.71%+6.05%
NTB Bank of N.T Butterfield & Son LtdBanks82,7092,6000.47%New Buy+0.47%0.16+11.94%+4.99%
ADSK Autodesk IncApplication Software285,60021,1373.83%New Buy+3.83%0.13+10.12%+16.74%
MGP MGM Growth Properties LLCREITs20,4365170.09%-48.91%-0.12%0.04+9.07%+1.03%
C Citigroup IncBanks168,0009,9841.81%New Buy+1.81%0.01+8.80%+1.51%
HFC HollyFrontier CorpOil & Gas - Refining & Marketing638,00020,9013.79%New Buy+3.79%0.36+8.38%-8.67%
CCL Carnival CorpTravel & Leisure7,3503830.07%000.00+8.25%+6.42%
PCLN The Priceline Group IncTravel & Leisure18,64327,3324.95%+12.99%+0.57%0.04+8.23%+11.69%
GOOGL Alphabet IncOnline Media2,3961,8990.34%000.00+7.68%+6.83%
GOOG Alphabet IncOnline Media45,19334,8816.32%+34.51%+1.62%0.01+7.37%+7.29%
Premium Portfolio changes after 2016-12-31 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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