Julian Robertson

Julian Robertson

Last Update: 05-15-2017

Number of Stocks: 56
Number of New Stocks: 15

Total Value: $530 Mil
Q/Q Turnover: 23%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:
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Julian Robertson Latest Trades these stocks:

(List those with share number changes of more than 20%, or impact to portfolio more than 0.1%)


View:
TickerCompanyDate Action
Impactdown Price Range
(Average)*
Current Price Change from Average Comment Current Shares
ADBE Adobe Systems Inc 2017-03-31 Buy 5.4%$103.48 - $130.13
($117.37)
$ 138.8618%New holding220,000
BSX Boston Scientific Corp 2017-03-31 Buy 4.22%$21.88 - $25.41
($24.32)
$ 26.8010%New holding900,000
HFC HollyFrontier Corp 2017-03-31 Sold Out -3.79%$26.61 - $34.3
($29.2)
$ 26.65-9%Sold Out0
AAPL Apple Inc 2017-03-31 Sold Out -3.59%$115.82 - $144.12
($131.33)
$ 153.9917%Sold Out0
SHPG Shire PLC 2017-03-31 Sold Out -2.95%$161.71 - $186.3
($174.68)
$ 187.497%Sold Out0
JPM JPMorgan Chase & Co 2017-03-31 Buy 2.9%$83.3 - $93.6
($88.22)
$ 84.70-4%New holding174,800
NTES NetEase Inc 2017-03-31 Buy 2.83%$218.16 - $305.06
($269.25)
$ 293.689%New holding52,797
COMM CommScope Holding Co Inc 2017-03-31 Reduce-2.47%$35.34 - $42.09
($38.52)
$ 37.53-3%Reduce -36.02%650,234
BAC Bank of America Corporation 2017-03-31 Reduce-2.43%$22.05 - $25.5
($23.73)
$ 23.04-3%Reduce -45.97%712,300
HZNP Horizon Pharma PLC 2017-03-31 Sold Out -2.33%$14.37 - $18.09
($16.2)
$ 10.33-36%Sold Out0
PCLN The Priceline Group Inc 2017-03-31 Reduce-2.06%$1477.57 - $1789.2
($1649.48)
$ 1828.4211%Reduce -41.53%10,900
OZRK Bank of the Ozarks Inc 2017-03-31 Buy 1.96%$49.25 - $56.45
($53.8)
$ 47.39-12%New holding200,000
QCOM Qualcomm Inc 2017-03-31 Buy 1.87%$52.66 - $66.88
($58.02)
$ 59.282%New holding173,000
C Citigroup Inc 2017-03-31 Sold Out -1.81%$55.68 - $61.55
($59.14)
$ 61.063%Sold Out0
RCL Royal Caribbean Cruises Ltd 2017-03-31 Reduce-1.71%$83.87 - $100.32
($93.52)
$ 107.2115%Reduce -31.61%249,260
DIN DineEquity Inc 2017-03-31 Buy 1.11%$50.59 - $76.99
($63.11)
$ 49.06-22%New holding108,200
MSFT Microsoft Corp 2017-03-31 Reduce-1.06%$62.3 - $65.86
($64.09)
$ 68.457%Reduce -17.54%441,800
FB Facebook Inc 2017-03-31 Reduce-1.05%$116.86 - $142.65
($133.64)
$ 148.2411%Reduce -17.70%233,435
TTWO Take-Two Interactive Software Inc 2017-03-31 Reduce-0.92%$49.22 - $59.97
($55.86)
$ 69.0424%Reduce -25.78%296,900
VLRS Controladora Vuela Compania de Aviacion SAB de CV 2017-03-31 Add0.9%$11.5 - $15
($13.43)
$ 13.581%Add 120.54%627,895
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*The price and date might not be the actual time and price at which the transactions were made. In the case of institutional owners, the date is stated as the last day of their fiscal quarter. The prices are estimates if no accurate information available. Foreign holdings may not be included.
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Julian Robertson's Profile:

Julian Robertson is considered the father of hedge fund. He launched his firm Tiger Management in 1980 with $8 million, and turned it into over $22 billion in the late 1990s. Robertson had the best hedge fund record throughout the 1980s and 1990s. It is reported that the compound rate of return to his investors was 32%. During his active years, he was considered to be the "Wizard of Wall Street." His hedge fund, Tiger Management, became the world's largest fund, which peaked at over $23 billion invested.
He lost 4% in 1998 and 19% in 1999 as rival investors were riding the dot-com bubble to spectacular returns. He shut down his fund.
Today Tiger Management only manages fund from internal investment, mainly Mr. Robertson’s own money.


Besides his investment record, Mr. Robertson also mentored a group of young hedge fund managers, known as the "Tiger Cubs." A number of them became extremely successful hedge fund managers in their own right, including John Griffin of Blue Ridge Capital, Lee Ainslie of Maverick Capital, Andreas Halvorsen of Viking Global, and Steve Mandel of Lone Pine Capital. They are also included in our List of Gurus.

» More Profile & Performance

Julian Robertson's Current Portfolio:

Ticker Shares Value ($1000)
CELG286,34035,629
FB233,43533,159
GOOG39,34332,637
MSFT441,80029,097
ADBE220,00028,629
COMM650,23427,121
RCL249,26024,455
BSX900,00022,383
ADSK252,90021,868
BX656,00019,483
» More Current Portfolio

Julian Robertson's Sector Weightings:


SectorsSector Weightings (%)
Healthcare 18.5% 18.5%
Consumer Cyclical 14.9% 14.9%
Financial Services 12.4% 12.4%
Utilities 4.8% 4.8%
Technology 4.2% 4.2%
Consumer Defensive 0.6% 0.6%
Industrials 0% 0%
Real Estate 0% 0%
» More Sector Weightings

Julian Robertson's News:

» More Related News


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