Julian Robertson

Julian Robertson

Last Update: 05-15-2018

Number of Stocks: 96
Number of New Stocks: 19

Total Value: $780 Mil
Q/Q Turnover: 24%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:
Please Subscribe to see portfolio changes after 2018-03-31.

Plans start from as little as $449/year. 7-Day FREE TRIAL

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
CMCSA Comcast Corp 2018-03-31 Sold Out -3.74%$32.99 - $42.99
($38.79)
$ 32.29-17%Sold Out0
UNH UnitedHealth Group Inc 2018-03-31 Buy 3.04%$212.55 - $248.47
($228.4)
$ 247.598%New holding111,000
NOW ServiceNow Inc 2018-03-31 Buy 2.87%$131.73 - $175.34
($154.33)
$ 170.9211%New holding135,460
WDAY Workday Inc 2018-03-31 Buy 2.63%$103.4 - $139.07
($122.34)
$ 130.737%New holding161,200
PRTY Party City Holdco Inc 2018-03-31 Buy 2.38%$13.75 - $15.9
($15.11)
$ 14.68-3%New holding1,191,213
ANTM Anthem Inc 2018-03-31 Reduce-1.86%$215.63 - $258.19
($234.91)
$ 233.81-0%Reduce -54.36%44,500
BOOT Boot Barn Holdings Inc 2018-03-31 Buy 1.8%$16.51 - $19.87
($18.01)
$ 23.7632%New holding791,355
PYPL PayPal Holdings Inc 2018-03-31 Add1.58%$72.32 - $85.45
($79.23)
$ 80.692%Add 95.52%331,810
RCL Royal Caribbean Cruises Ltd 2018-03-31 Add1.54%$116.53 - $134.98
($126.34)
$ 107.33-15%Add 53.84%292,010
NCLH Norwegian Cruise Line Holdings Ltd 2018-03-31 Add1.47%$51.4 - $60.93
($56.85)
$ 53.35-6%Add 98.68%435,100
JPM JPMorgan Chase & Co 2018-03-31 Add1.15%$107.01 - $118.77
($113.23)
$ 112.28-1%Add 37.87%297,660
FB Facebook Inc 2018-03-31 Add0.55%$152.22 - $193.09
($179.55)
$ 184.022%Add 15.66%197,210
BX Blackstone Group LP 2018-03-31 Add0.54%$31.52 - $36.78
($34.09)
$ 31.83-7%Add 13.92%1,081,800
APO Apollo Global Management LLC 2018-03-31 Reduce-0.47%$29.62 - $36.78
($33.63)
$ 30.64-9%Reduce -13.21%586,281
EDU New Oriental Education & Technology Group Inc 2018-03-31 Buy 0.44%$82.77 - $104.92
($93.07)
$ 96.063%New holding39,500
BAC Bank of America Corporation 2018-03-31 Add0.4%$29.17 - $32.84
($31.39)
$ 30.54-3%Add 12.03%979,500
TWTR Twitter Inc 2018-03-31 Buy 0.4%$22.16 - $36.6
($29.31)
$ 33.5114%New holding108,000
PAYC Paycom Software Inc 2018-03-31 Buy 0.39%$80.44 - $113.86
($96.01)
$ 102.417%New holding28,580
VIPS Vipshop Holdings Ltd 2018-03-31 Buy 0.39%USD 12.01 - USD 18.95
(USD 16.53)
USD 12.02-27%New holding182,700
MGNX Macrogenics Inc 2018-03-31 Sold Out -0.38%$18.89 - $32.46
($24.29)
$ 21.62-11%Sold Out0
Premium Real Time Picks are included for Premium Members only!!
*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.
More than 500,000 people have already joined GuruFocus to track the stocks they follow and exchange investment ideas.

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)
ADBE186,98040,403
BX1,081,80034,564
RCL292,01034,381
MSFT361,14032,961
JPM297,66032,734
FB197,21031,512
BAC979,50029,375
GOOG28,27329,172
RCL247,70029,164
EBAY717,10028,856
» More Current Portfolio

Julian Robertson's Sector Weightings:


SectorsSector Weightings (%)
Consumer Cyclical 27% 27%
Financial Services 18.9% 18.9%
Healthcare 12.4% 12.4%
Technology 5.4% 5.4%
Communication Services 1.8% 1.8%
Consumer Defensive 1.4% 1.4%
Real Estate 0.3% 0.3%
» More Sector Weightings

Julian Robertson's News:

» More Related News


Add Notes, Comments

If you want to ask a question or report a bug, please create a support ticket.
Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names | Earn affiliate commissions by embedding GuruFocus Charts
GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)

GF Chat

{{numOfNotice}}