Julian Robertson

Julian Robertson

Last Update: 08-14-2018

Number of Stocks: 77
Number of New Stocks: 13

Total Value: $496 Mil
Q/Q Turnover: 5%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:
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Julian Robertson Sold 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
IQV IQVIA Holdings Inc 2018-06-30 Reduce-3.35%$94.85 - $105.95
($99.93)
$ 120.4120%Reduce -97.58%6,600
CSCO Cisco Systems Inc 2018-06-30 Reduce-2.85%$40.73 - $46.3
($43.71)
$ 43.35-1%Reduce -88.26%68,900
NCLH Norwegian Cruise Line Holdings Ltd 2018-06-30 Reduce-2.66%USD 47.25 - USD 56.75
(USD 52.66)
USD 51.69-2%Reduce -90.32%42,100
ADBE Adobe Systems Inc 2018-06-30 Reduce-1.8%$212.28 - $258.1
($236.35)
$ 250.006%Reduce -34.70%122,100
BOOT Boot Barn Holdings Inc 2018-06-30 Reduce-1.31%$16.92 - $24.66
($21.04)
$ 27.0228%Reduce -72.72%215,866
BX Blackstone Group LP 2018-06-30 Reduce-1.29%$30.71 - $33.3
($31.82)
$ 35.4611%Reduce -29.05%767,547
FB Facebook Inc 2018-06-30 Reduce-1.18%$155.1 - $202
($180.53)
$ 177.93-1%Reduce -29.31%139,410
JPM JPMorgan Chase & Co 2018-06-30 Reduce-1.02%$103.24 - $114.29
($109.74)
$ 113.954%Reduce -24.32%225,260
BAC Bank of America Corporation 2018-06-30 Reduce-0.86%$28.19 - $31.22
($29.85)
$ 30.342%Reduce -22.98%754,400
TTOO T2 Biosystems Inc 2018-06-30 Reduce-0.84%$5.97 - $9.58
($7.59)
$ 6.40-16%Reduce -50.13%1,006,175
GOOG Alphabet Inc 2018-06-30 Reduce-0.72%$1006.47 - $1173.46
($1080.62)
$ 1213.5412%Reduce -19.35%22,801
MSFT Microsoft Corp 2018-06-30 Reduce-0.59%$88.52 - $102.49
($96.89)
$ 107.6611%Reduce -13.98%310,640
PYPL PayPal Holdings Inc 2018-06-30 Reduce-0.51%$71.73 - $85.97
($79.66)
$ 85.097%Reduce -15.92%278,990
PRTY Party City Holdco Inc 2018-06-30 Reduce-0.43%$14.35 - $16.4
($15.36)
$ 15.08-2%Reduce -17.96%977,257
RCL Royal Caribbean Cruises Ltd 2018-06-30 Reduce-0.42%$102.15 - $119.71
($109.99)
$ 114.254%Reduce -9.41%264,530
OOMA Ooma Inc 2018-06-30 Reduce-0.41%$10.35 - $14.15
($11.72)
$ 16.2539%Reduce -23.39%972,558
PAYC Paycom Software Inc 2018-06-30 Reduce-0.26%$97.27 - $117.62
($107.88)
$ 136.0926%Reduce -65.96%9,730
SGMS Scientific Games Corp 2018-06-30 Reduce-0.18%$40.6 - $62.05
($52.68)
$ 29.73-44%Reduce -87.50%5,000
BUD Anheuser-Busch InBev SA/NV 2018-06-30 Reduce-0.11%$92.34 - $110.04
($99.28)
$ 97.99-1%Reduce -40.00%12,000
EDU New Oriental Education & Technology Group Inc 2018-06-30 Reduce-0.1%$86.03 - $106.27
($95.63)
$ 81.92-14%Reduce -23.29%30,300
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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)
MSFT310,64030,632
ADBE122,10029,769
RCL264,53027,405
FB139,41027,090
GOOG22,80125,438
BX767,54724,692
JPM225,26023,472
SPY86,50023,466
PYPL278,99023,231
BAC754,40021,267
» More Current Portfolio

Julian Robertson's Sector Weightings:


SectorsSector Weightings (%)
Financial Services 22.6% 22.6%
Consumer Cyclical 21.2% 21.2%
Technology 6.6% 6.6%
Real Estate 3.9% 3.9%
Communication Services 2.9% 2.9%
Healthcare 2.5% 2.5%
Consumer Defensive 1.6% 1.6%
» More Sector Weightings

Julian Robertson's News:

» More Related News


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