Julian Robertson

Julian Robertson

Last Update: 02-14-2018

Number of Stocks: 78
Number of New Stocks: 31

Total Value: $640 Mil
Q/Q Turnover: 26%

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: 2017-12-31
Number of Stocks: 78
Total value: 640 Mil
Number of New Buys: 31
SectorsSector Weightings (%) Sell Impact (%)    Buy Impact (%)
Technology 25.6% 25.6% -4.5% 71.5042372881% 74.6822033898% 4.7%
Financial Services 17.9% 17.9% -1.3% 20.656779661% 31.7796610169% 2%
ETF, options, preferred 17.2% 17.2%
Consumer Cyclical 14.2% 14.2% -7.3% 115.995762712% 87.3940677966% 5.5%
Healthcare 13% 13% -0.6% 9.53389830508% 114.406779661% 7.2%
Communication Services 6.1% 6.1% 60.3813559322% 3.8%
Industrials 6% 6% 33.3686440678% 2.1%
Consumer Defensive 2% 2% -0.1% 1.58898305085% 12.7118644068% 0.8%

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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(%)
EBAY eBay IncRetail - Apparel & Specialty40,190683,20025,7844.03%New Buy+4.03%0.07+5.16%+5.22%
IQV IQVIA Holdings IncMedical Diagnostics & Research20,769261,10025,5623.99%New Buy+3.99%0.13+0.34%+1.86%
CMCSA Comcast CorpCommunication Services154,058597,50023,9303.74%New Buy+3.74%0.01-18.27%-16.79%
CSCO Cisco Systems IncCommunication Equipment204,359554,00021,2183.31%New Buy+3.31%0.01+10.79%+11.51%
A Agilent Technologies IncMedical Diagnostics & Research21,303286,00019,1532.99%New Buy+2.99%0.09-1.69%-1.36%
PYPL PayPal Holdings IncCredit Services91,740169,71012,4941.95%New Buy+1.95%0.01+3.45%+3.83%
VLRS Controladora Vuela Compania de Aviacion SAB de CVAirlines8012,594,40520,8073.25%+146.71%+1.93%2.60-2.08%
SE Sea LtdApplication Software3,525382,0005,0920.8%New Buy+0.8%0.12-18.58%-19.13%
ATVI Activision Blizzard IncApplication Software51,61725,0001,5830.25%New Buy+0.25%0.00+5.47%+7.45%
CAG Conagra Brands IncConsumer Packaged Goods14,22340,0001,5070.24%New Buy+0.24%0.01-6.22%-5.20%
LOW Lowe's Companies IncRetail - Apparel & Specialty69,50915,0001,3940.22%New Buy+0.22%0.00-7.69%-9.43%
NTAP NetApp IncComputer Hardware16,38325,0001,3830.22%New Buy+0.22%0.01+8.97%+10.90%
TTOO T2 Biosystems IncMedical Diagnostics & Research2272,321,8009,5661.49%+16.40%+0.21%6.46+48.82%+53.16%
MDLZ Mondelez International IncConsumer Packaged Goods60,25230,0001,2840.2%New Buy+0.2%0.00-6.07%-5.35%
GM General Motors CoAutos49,25630,0001,2300.19%New Buy+0.19%0.00-15.40%-13.27%
APTV Aptiv PLCAutos21,57313,0001,1030.17%New Buy+0.17%0.00-3.96%-4.01%
LUV Southwest Airlines CoAirlines33,34915,0009820.15%New Buy+0.15%0.00-13.83%-13.15%
PZZA Papa John's International IncRestaurants1,89215,0008420.13%New Buy+0.13%0.04-0.48%+0.92%
CL Colgate-Palmolive CoConsumer Packaged Goods59,85510,0007550.12%New Buy+0.12%0.00-8.48%-8.84%
PAG Penske Automotive Group IncAutos3,70615,0007180.11%New Buy+0.11%0.02-10.02%-9.34%
Premium Portfolio changes after 2017-12-31 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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