Julian Robertson

Julian Robertson

Last Update: 11-14-2017

Number of Stocks: 45
Number of New Stocks: 6

Total Value: $553 Mil
Q/Q Turnover: 16%

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
TEVA Teva Pharmaceutical Industries Ltd 2017-09-30 Sold Out -4.54%$15.41 - $33.31
($22.57)
$ 16.52-27%Sold Out0
PCLN The Priceline Group Inc 2017-09-30 Sold Out -4.25%$1789.91 - $2049
($1896.95)
$ 1723.72-9%Sold Out0
NKE Nike Inc 2017-09-30 Sold Out -3.94%USD 51.85 - USD 60.14
(USD 56.13)
USD 62.1711%Sold Out0
ANTM Anthem Inc 2017-09-30 Buy 3.54%$181.44 - $197.43
($190.42)
$ 228.7520%New holding103,000
JD JD.com Inc 2017-09-30 Buy 2.2%$38.65 - $48.15
($42.81)
$ 38.56-10%New holding318,200
CELG Celgene Corp 2017-09-30 Reduce-1.63%$127.43 - $144.94
($135.96)
$ 109.04-20%Reduce -22.49%219,540
RCL Royal Caribbean Cruises Ltd 2017-09-30 Add1.37%$108.57 - $124.46
($116.92)
$ 123.836%Add 31.50%265,910
FB Facebook Inc 2017-09-30 Add1.24%$148.43 - $173.51
($166.52)
$ 176.966%Add 22.36%219,410
BAC Bank of America Corporation 2017-09-30 Add1.12%$22.89 - $25.45
($24.27)
$ 29.3221%Add 36.16%923,600
JPM JPMorgan Chase & Co 2017-09-30 Add1.12%$88.42 - $95.51
($92.22)
$ 106.8516%Add 37.07%239,600
ADBE Adobe Systems Inc 2017-09-30 Add1.07%$138.41 - $156.87
($149.16)
$ 172.5416%Add 21.33%225,800
MSFT Microsoft Corp 2017-09-30 Add1%$68.17 - $75.44
($72.96)
$ 85.5817%Add 20.28%440,040
GOOG Alphabet Inc 2017-09-30 Add0.87%$898.7 - $980.34
($930.63)
$ 1040.4812%Add 16.84%34,973
MOMO Momo Inc 2017-09-30 Buy 0.73%$32.44 - $45.99
($39.81)
$ 24.75-38%New holding128,000
BABA Alibaba Group Holding Ltd 2017-09-30 Reduce-0.68%$140.99 - $180.07
($161.93)
$ 174.648%Reduce -11.40%189,600
AVGO Broadcom Ltd 2017-09-30 Reduce-0.39%$229.76 - $257.01
($247.04)
$ 258.705%Reduce -9.66%80,400
BX Blackstone Group LP 2017-09-30 Add0.38%$31.36 - $34.78
($32.91)
$ 32.05-3%Add 6.70%1,003,100
NCLH Norwegian Cruise Line Holdings Ltd 2017-09-30 Add0.25%$52.83 - $59.46
($55.95)
$ 53.65-4%Add 11.47%247,900
SGMS Scientific Games Corp 2017-09-30 Buy 0.25%$24.1 - $45.1
($34.54)
$ 51.8050%New holding30,000
TTOO T2 Biosystems Inc 2017-09-30 Add0.2%$2.52 - $6.78
($3.7)
$ 4.008%Add 14.83%1,994,685
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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)
FB219,41037,491
ADBE225,80033,685
GOOG34,97333,543
BX1,003,10033,473
MSFT440,04032,779
BABA189,60032,746
CELG219,54032,013
RCL265,91031,521
BSX1,069,50031,197
Q299,40028,464
» More Current Portfolio

Julian Robertson's Sector Weightings:


SectorsSector Weightings (%)
Healthcare 19.6% 19.6%
Financial Services 19.2% 19.2%
Consumer Cyclical 16% 16%
Technology 5% 5%
Communication Services 2.3% 2.3%
Consumer Defensive 0.6% 0.6%
» More Sector Weightings

Julian Robertson's News:

» More Related News


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