Julian Robertson

Julian Robertson

Last Update: 11-14-2017

Number of Stocks: 45
Number of New Stocks: 6

Total Value: $553 Mil
Q/Q Turnover: 16%

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: 2017-09-30
Number of Stocks: 45
Total value: 553 Mil
Number of New Buys: 6
SectorsSector Weightings (%) Sell Impact (%)    Buy Impact (%)
Technology 31.8% 31.8% -0.4% 5.64971751412% 100.282485876% 7.1%
Healthcare 19.6% 19.6% -1.6% 22.5988700565% 52.2598870056% 3.7%
Financial Services 19.2% 19.2% 38.1355932203% 2.7%
Consumer Cyclical 16% 16% -0.7% 9.88700564972% 29.6610169492% 2.1%
ETF, options, preferred 6.1% 6.1%
Industrials 5% 5% 1.41242937853% 0.1%
Communication Services 2.3% 2.3%
Consumer Defensive 0.6% 0.6% -0.2% 2.82485875706%

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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(%)
ANTM Anthem IncHealth Care Plans58,082103,00019,5583.54%New Buy+3.54%0.04+21.99%+59.85%
JD JD.com IncOnline Media57,588318,20012,1552.2%New Buy+2.2%0.02-10.21%+59.71%
RCL Royal Caribbean Cruises LtdTravel & Leisure26,780265,91031,5215.7%+31.50%+1.37%0.12-1.04%+50.20%
FB Facebook IncOnline Media523,569219,41037,4916.78%+22.36%+1.24%0.01+4.35%+55.05%
BAC Bank of America CorporationBanks302,905923,60023,4044.23%+36.16%+1.12%0.01+19.02%+31.76%
JPM JPMorgan Chase & CoBanks368,277239,60022,8844.14%+37.07%+1.12%0.01+15.66%+23.65%
ADBE Adobe Systems IncApplication Software87,502225,80033,6856.09%+21.33%+1.07%0.05+12.94%+69.99%
MSFT Microsoft CorpApplication Software670,012440,04032,7795.93%+20.28%+1%0.01+13.83%+38.85%
GOOG Alphabet IncOnline Media744,71234,97333,5436.07%+16.84%+0.87%0.01+13.41%+35.93%
MOMO Momo IncOnline Media6,195128,0004,0120.73%New Buy+0.73%0.06-32.35%+35.42%
Q 0299,40028,4645.15%+11.22%+0.52%0.00
BX Blackstone Group LPAsset Management36,9061,003,10033,4736.06%+6.70%+0.38%0.09+0.22%+25.93%
NCLH Norwegian Cruise Line Holdings LtdTravel & Leisure12,337247,90013,3992.42%+11.47%+0.25%0.11-8.51%+24.17%
SGMS Scientific Games CorpTravel & Leisure4,55830,0001,3760.25%New Buy+0.25%0.03+35.63%+265.71%
TTOO T2 Biosystems IncMedical Diagnostics & Research1491,994,6858,3781.52%+14.83%+0.2%5.57-29.93%-19.01%
VLRS Controladora Vuela Compania de Aviacion SAB de CVAirlines8841,051,61412,4832.26%+6.37%+0.14%1.05-26.57%-39.36%
MLCO Melco Resorts and Entertainment LtdTravel & Leisure13,30825,0006030.11%New Buy+0.11%0.01+17.83%+76.93%
EXPR Express, Inc.Retail - Apparel & Specialty80280,0005410.1%New Buy+0.1%0.10+58.90%-3.72%
WYNN Wynn Resorts LtdTravel & Leisure17,06514,0002,0850.38%+16.67%+0.05%0.01+14.85%+93.04%
ITUB Itau Unibanco Holding SABanks80,45160,0008220.15%+50.00%+0.05%0.00-10.19%+24.11%
Premium Portfolio changes after 2017-09-30 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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