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:

Julian Robertson past Portfolios

Julian Robertson 13F Filings

Portfolio DateNumber of StocksTotal Value (Mil)Number of New StocksQ/Q Turnover

Julian Robertson 13D/G Filings

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Julian Robertson Watch

  • Tiger Management Buys eBay, IQVIA, Comcast

    Tiger Management was founded by Julian Robertson (Trades, Portfolio) in 1980. The firm increased several holdings and established many other positions in the fourth quarter.

    The firm invested in 683,200 shares of eBay Inc. (NASDAQ:EBAY), expanding the portfolio by 4.03%.


  • HollyFrontier Declares Quarterly Dividend

    HollyFrontier Corp. (NYSE:HFC) annouced a regular quarterly dividend of 33 cents per share on Feb. 15.

    The dividend will be paid on March 14 to shareholders of record as of Feb. 28.


  • Julian Robertson Adds to Multiple Positions in 3rd quarter

    Julian Robertson (Trades, Portfolio) is considered the father of hedge funds. He founded Tiger Management in 1980 with $8 million. During the third quarter, the guru increased his position in the following stocks:

    Robertson's position in Pandora Media Inc. (NYSE:P) was increased by 21.51%. The trade had an impact of 1.06% on the portfolio.


  • Investor Anticipating Bubble Julian Robertson Buys 2 Stocks in 3rd Quarter

    Billionaire and pioneer of the long-short hedging strategy Julian Robertson (Trades, Portfolio) closed two stock transactions in the third quarter, his most frugal in exactly five years as he feared a market bubble fueled by years of loose monetary policy would culminate in chaos and groused in the media about the hedge fund business.

    Robertson, who founded the investment firm Tiger Management Corp. in the ‘80s, predicted and avoided the tech bubble by refusing to own fly-by-night internet stocks in 1999. The impending bubble burst, he told Bloomberg Surveillance’s Primetime on Sept. 27, would originate in the bond market defined by low yields and high prices, then spread to banks that own the negative-yielding bonds and spill into real estate.


  • Julian Robertson More Than Doubles Stake in T2 Biosystems

    Guru Julian Robertson (Trades, Portfolio) is a billionaire investor and founder of Tiger Management, which netted an average return of 32% from 1980 to 2000.

    On June 29, Robertson more than doubled his stake in health care company T2 Biosystems Inc. (NASDAQ:TTOO), purchasing 1,256,638 shares for $8.39 per share.


  • Julian Robertson Buys 8 New Stakes in 4th Quarter

    Julian Robertson (Trades, Portfolio) of Tiger Management made eight new buys in a wide range of sectors in the fourth quarter. His preferred sectors, Technology and Healthcare, were well represented.

    Robertson’s most significant new buy in the fourth quarter was his investment in Teva Pharmaceutical Industries Ltd. (NYSE:TEVA), an Israeli pharmaceutical company. Robertson purchased a 595,300-share stake for an average price of $61.94 per share. The deal had a 5.04% impact on Robertson’s portfolio.


  • Julian Robertson Divests Nvidia

    Guru Julian Robertson (Trades, Portfolio) sold out his holdings in Nvidia Corp. (NASDAQ:NVDA) in the third quarter.

    Robertson is a legendary billionaire investor and founder of Tiger Management, which netted an average return of 32% from 1980 to 2000.


  • Tiger Management Founder Julian Robertson Ups Stake in Enzymotec

    Guru Julian Robertson (Trades, Portfolio) is a legendary billionaire investor and founder of Tiger Management, which netted an outstanding average return of 32% from 1980 to 2000.

    In the YouTube video below, Robertson talks about how to pick successful stocks and the most important things to consider when looking at companies.


  • Julian Robertson Keeps Buying Citigroup, Netflix, Facebook

    Julian Robertson (Trades, Portfolio) is considered the father of hedge funds. He launched his firm Tiger Management in 1980 with $8 million, and turned it into over $22 billion in the late 1990s.

    Robertson manages a portfolio of 51 stocks with a total value of $748 million. The following are the stocks he has been buying for at least the last two quarters.


  • Legend Julian Robertson Buys CommScope, Pandora, 8 More

    Julian Robertson (Trades, Portfolio), who helped spearhead hedge fund investing and now manages his own money, purchased 10 new holdings in the third quarter.

    Considered an investing legend who once ran the world’s largest hedge fund, Robertson held 51 stocks in his portfolio at third quarter-end, which was valued at $748 million. Roberton’s largest sector pick is technology, where 37.2% of his stocks reside, and healthcare, which represents 13.8% of them.


  • Julian Robertson's Second Dalliance with Investors Disappoints

    For Julian Robertson (Trades, Portfolio), the 83-year-old billionaire former hedge fund manager, history is repeating itself.

    In 2000, Robertson returned outside investors' money to focus on his own fortune. In 2010, he started taking money from outside investors again, but five years later, two of the three vehicles he set up have been unwound, while the third has shrunk as investors have pulled their money.


  • Robert Kessler Still Bullish On U.S. Treasuries

    Anyone with half a brain is bearish on U.S. Treasuries, right?

    Jim Grant, Warren Buffett (Trades, Portfolio) and Julian Robertson (Trades, Portfolio) all agree. U.S. Treasuries offer all risk and no reward at current ridiculous rates.


  • Julian Robertson: Ridiculous Bond Yields Have Forced Investors Into Stocks

    Where is hedge fund legend Julian Robertson (Trades, Portfolio) investing today?

    He thinks it is a good idea to look at currencies as an opportunity. Robertson himself has had a successful short position on the euro for some time.


  • Alibaba Is Down, But Not Out

    Alibaba (NYSE:BABA) has declined by 25% year-to-date, and the decline in the stock has been accelerated by the recent carnage in Chinese equities. While China’s GDP growth is likely to remain muted in the coming quarters, I believe that the recent correction is a good opportunity to accumulate Alibaba. This article discusses the factors that will trigger renewed upside for Alibaba. I must mention at the onset that Julian Robertson (Trades, Portfolio) of Tiger Capital Management has increased his stake in Alibaba according to last quarter holdings, and he now holds 636,878 shares of the company. This underscores the point that Gurus see value in the stock.

    Before moving on, I would like to briefly talk about the Chinese economy. Investments still make up over 50% of China’s GDP and there are excesses in the manufacturing as well as real estate sector (in several regions). In the coming years, I have strong conviction that manufacturing and investments as a percentage of GDP will decline, while consumption as a percentage of GDP will trend higher.


  • Julian Robertson Discusses Greece Threat, Stocks and Apple

    Well-known hedge fund leader Julian Robertson (Trades, Portfolio) told CNBC today the world could adjust to Greece's problems, but the fallout could pose a contagion to surrounding nations. He believes U.S. markets are overheated and discusses his positivity on Apple (NASDAQ:AAPL), Chinese company JD.com (NASDAQ:JD) and Gilead Sciences (NASDAQ:GILD). 


  • Julian Robertson Adds 16 New Stakes to Portfolio

    As the founder of one of the earliest hedge funds, Julian Robertson (Trades, Portfolio) is a pioneer in the world of investing. Robertson made 16 new buys in the first quarter, two of which were significant enough to join the 10 most valuable stakes in his portfolio. Now retired, Robertson invests in hedge funds that are often run by his former employees.

    Robertson's net worth has been estimated at nearly $3.5 billion.


  • Julian Robertson Initiates Position in Masco

    Julian Robertson (Trades, Portfolio) is considered the father of the 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 own money.

    Mr. Robertson invests with long-short strategies. His investment philosophy in his own words is as follows,


  • Hedge Fund Legend Julian Robertson Is Worried About A Bond Bubble

    Watch the latest video at video.foxbusiness.com

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