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:

Julian Robertson's Portfolio

This page shows the Portfolio Holdings of Julian Robertson at Tiger Management. It tells us what Julian Robertson holds in different sectors/industries and the percentage of each holdings in his portfolio. Also please click on the industry to see the details of weightings in different sectors and industries.

Portfolio Statistics

Portfolio Date: 2017-06-30
Number of Stocks: 42
Total value: 509 Mil
Number of New Buys: 7
SectorsSector Weightings (%) Sell Impact (%)    Buy Impact (%)
Healthcare 26.2% 26.2% -0.3% 3.515625% 79.6875% 6.8%
Technology 25.4% 25.4% -4.7% 55.078125% 48.046875% 4.1%
Consumer Cyclical 22.3% 22.3% -1.4% 16.40625% 147.65625% 12.6%
Financial Services 17.1% 17.1% -0.2% 2.34375% 66.796875% 5.7%
Industrials 6% 6% -0.2% 2.34375% 11.71875% 1%
Communication Services 1.9% 1.9% 22.265625% 1.9%
ETF, options, preferred 1.1% 1.1%
Consumer Defensive 0.8% 0.8% 2.34375% 0.2%

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Ticker Company Industry Market Cap ($ Mil) Shares Value ($1000) % Weighting as of
Share # Change
from Last Period
Trade Impact (%) % of Shares Outstanding 3M Change(%) YTD Change(%)
BABA Alibaba Group Holding LtdRetail - Apparel & Specialty443,448214,00030,1535.93%New Buy+5.93%0.01+15.93%+99.66%
Q Quintiles IMS Holdings IncMedical Diagnostics & Research21,041269,20024,0934.74%New Buy+4.74%0.13+10.65%+31.06%
AVGO Broadcom LtdSemiconductors98,98489,00020,7414.08%New Buy+4.08%0.02-2.16%+38.98%
NKE Nike IncManufacturing - Apparel & Furniture84,839340,00020,0603.94%New Buy+3.94%0.02-9.71%+3.36%
APO Apollo Global Management LLCAsset Management12,998732,08119,3643.81%New Buy+3.81%0.18+18.42%+71.54%
NCLH Norwegian Cruise Line Holdings LtdTravel & Leisure13,373222,40012,0742.37%+2124.00%+2.26%0.10+8.28%+37.81%
OOMA Ooma IncCommunication Services1891,226,0009,8081.93%New Buy+1.93%6.64+25.77%+13.89%
BX Blackstone Group LPAsset Management39,637940,10031,3526.16%+43.31%+1.86%0.08-2.29%+29.86%
VLRS Controladora Vuela Compania de Aviacion SAB de CVAirlines1,101988,61414,3842.83%+57.45%+1.03%0.98-31.05%-27.66%
BSX Boston Scientific CorpMedical Devices40,3411,069,50029,6475.83%+18.83%+0.92%0.08+6.18%+35.92%
TEVA Teva Pharmaceutical Industries LtdDrug Manufacturers15,224694,60023,0754.54%+24.57%+0.9%0.07-53.42%-57.23%
PVH PVH CorpManufacturing - Apparel & Furniture9,61311,0001,2600.25%New Buy+0.25%0.01+9.32%+37.71%
PCLN The Priceline Group IncTravel & Leisure94,90611,55021,6054.25%+5.96%+0.24%0.02-0.56%+31.95%
TTOO T2 Biosystems IncMedical Diagnostics & Research1511,737,0855,5761.1%+27.34%+0.24%4.85+58.27%-19.96%
BUD Anheuser-Busch InBev SA/NVBeverages - Alcoholic243,26720,0002,2070.43%+33.33%+0.11%0.00+10.36%+21.60%
TWNK Hostess Brands IncConsumer Packaged Goods1,51490,0001,4490.28%+50.00%+0.09%0.07-26.57%-10.69%
GOOGL Alphabet IncOnline Media694,4582,7452,5520.5%+14.57%+0.06%0.00+3.59%+27.58%
INSE Inspired Entertainment IncTravel & Leisure28272,0009360.18%+16.13%+0.03%0.32+3.70%+49.11%
IBN ICICI Bank LtdBanks26,58370,0006280.12%+40.00%+0.03%0.00-10.83%+23.23%
ITUB Itau Unibanco Holding SABanks90,81840,0004420.09%+33.33%+0.02%0.00+21.32%+40.11%
Premium Portfolio changes after 2017-06-30 are included for Premium Members only!
*Holdings do not include bonds, notes, debts, shorts etc. Foreign holdings may not be included.

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