Julian Robertson

Julian Robertson

Last Update: 08-14-2017

Number of Stocks: 42
Number of New Stocks: 7

Total Value: $509 Mil
Q/Q Turnover: 32%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:
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Julian Robertson Bought 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
BABA Alibaba Group Holding Ltd 2017-06-30 Buy 5.93%$107.44 - $143.95
($122.95)
$ 179.5646%New holding214,000
Q Quintiles IMS Holdings Inc 2017-06-30 Buy 4.74%$78.23 - $91.08
($84.29)
$ 99.3318%New holding269,200
AVGO Broadcom Ltd 2017-06-30 Buy 4.08%$209.2 - $254.95
($231.76)
$ 246.676%New holding89,000
NKE Nike Inc 2017-06-30 Buy 3.94%USD 51.1 - USD 59
(USD 53.97)
USD 51.37-5%New holding340,000
APO Apollo Global Management LLC 2017-06-30 Buy 3.81%$24.32 - $28.42
($26.6)
$ 31.3818%New holding732,081
NCLH Norwegian Cruise Line Holdings Ltd 2017-06-30 Add2.26%$47.47 - $55.78
($51.58)
$ 58.9214%Add 2124.00%222,400
OOMA Ooma Inc 2017-06-30 Buy 1.93%$8.1 - $12.3
($10.23)
$ 10.301%New holding1,226,000
BX Blackstone Group LP 2017-06-30 Add1.86%$28.86 - $33.69
($31.27)
$ 33.266%Add 43.31%940,100
VLRS Controladora Vuela Compania de Aviacion SAB de CV 2017-06-30 Add1.03%$12.56 - $14.75
($13.7)
$ 11.07-19%Add 57.45%988,614
BSX Boston Scientific Corp 2017-06-30 Add0.92%$24.42 - $28.25
($26.49)
$ 29.1610%Add 18.83%1,069,500
TEVA Teva Pharmaceutical Industries Ltd 2017-06-30 Add0.9%$27.82 - $32.95
($30.94)
$ 14.71-52%Add 24.57%694,600
PVH PVH Corp 2017-06-30 Buy 0.25%$97.47 - $113.78
($103.52)
$ 124.6720%New holding11,000
PCLN The Priceline Group Inc 2017-06-30 Add0.24%$1738.77 - $1911.13
($1831.37)
$ 1935.556%Add 5.96%11,550
TTOO T2 Biosystems Inc 2017-06-30 Add0.24%$3.15 - $5.26
($4.04)
$ 4.265%Add 27.34%1,737,085
BUD Anheuser-Busch InBev SA/NV 2017-06-30 Add0.11%$108.28 - $120.58
($114.51)
$ 125.7210%Add 33.33%20,000
TWNK Hostess Brands Inc 2017-06-30 Add0.09%$15.21 - $17.14
($16.15)
$ 11.60-28%Add 50.00%90,000
GOOGL Alphabet Inc 2017-06-30 Add0.06%$839.88 - $1004.28
($934.2)
$ 1009.358%Add 14.57%2,745
IBN ICICI Bank Ltd 2017-06-30 Add0.03%$7.5 - $9.17
($8.44)
$ 8.511%Add 40.00%70,000
INSE Inspired Entertainment Inc 2017-06-30 Add0.03%$9.3 - $13.1
($11.04)
$ 13.2020%Add 16.13%72,000
ITUB Itau Unibanco Holding SA 2017-06-30 Add0.02%$10.22 - $12.96
($11.58)
$ 13.9921%Add 33.33%40,000
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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)
CELG283,24036,784
BX940,10031,352
BABA214,00030,153
BSX1,069,50029,647
GOOG29,93327,201
FB179,31027,072
ADBE186,10026,322
MSFT365,84025,217
Q269,20024,093
TEVA694,60023,075
» More Current Portfolio

Julian Robertson's Sector Weightings:


SectorsSector Weightings (%)
Healthcare 26.2% 26.2%
Consumer Cyclical 22.3% 22.3%
Financial Services 17.1% 17.1%
Technology 6% 6%
Communication Services 1.9% 1.9%
Consumer Defensive 0.8% 0.8%
» More Sector Weightings

Julian Robertson's News:

» More Related News


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