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'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: 2018-03-31
Number of Stocks: 96
Total value: 780 Mil
Number of New Buys: 19
SectorsSector Weightings (%) Sell Impact (%)    Buy Impact (%)
Technology 29.9% 29.9% -0.5% 6.52173913043% 95.2173913043% 7.3%
Consumer Cyclical 27% 27% -0.1% 1.30434782609% 120% 9.2%
Financial Services 18.9% 18.9% -0.5% 6.52173913043% 50.8695652174% 3.9%
Healthcare 12.4% 12.4% -2.1% 27.3913043478% 41.7391304348% 3.2%
Industrials 5.4% 5.4%
ETF, options, preferred 3.2% 3.2%
Communication Services 1.8% 1.8%
Consumer Defensive 1.4% 1.4% 9.13043478261% 0.7%
Real Estate 0.3% 0.3%

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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(%)
UNH UnitedHealth Group IncHealth Care Plans242,840111,00023,7543.04%New Buy+3.04%0.01+7.66%+15.48%
NOW ServiceNow IncApplication Software33,759135,46022,4122.87%New Buy+2.87%0.08+9.86%+45.75%
WDAY Workday IncApplication Software28,451161,20020,4902.63%New Buy+2.63%0.07+0.77%+30.71%
PRTY Party City Holdco IncRetail - Apparel & Specialty1,6201,191,21318,5832.38%New Buy+2.38%1.24+5.00%+20.43%
BOOT Boot Barn Holdings IncRetail - Apparel & Specialty670791,35514,0311.8%New Buy+1.8%2.88+32.47%+48.34%
PYPL PayPal Holdings IncCredit Services103,861331,81025,1743.23%+95.52%+1.58%0.03+9.66%+18.69%
RCL Royal Caribbean Cruises LtdTravel & Leisure23,411292,01034,3814.41%+53.84%+1.54%0.14-5.00%-5.53%
NCLH Norwegian Cruise Line Holdings LtdTravel & Leisure11,131435,10023,0472.95%+98.68%+1.47%0.19-9.30%-6.38%
JPM JPMorgan Chase & CoBanks374,001297,66032,7344.19%+37.87%+1.15%0.01-1.14%+4.33%
FB Facebook IncOnline Media607,698197,21031,5124.04%+15.66%+0.55%0.01+23.79%+17.92%
BX Blackstone Group LPAsset Management43,3401,081,80034,5644.43%+13.92%+0.54%0.09+12.05%+15.05%
EDU New Oriental Education & Technology Group IncEducation14,71239,5003,4620.44%New Buy+0.44%0.03+2.55%-0.04%
BAC Bank of America CorporationBanks301,683979,50029,3753.76%+12.03%+0.4%0.01-1.29%+1.32%
TWTR Twitter IncOnline Media32,681108,0003,1330.4%New Buy+0.4%0.01+37.73%+80.92%
PAYC Paycom Software IncApplication Software6,60128,5803,0690.39%New Buy+0.39%0.05-4.45%+38.88%
VIPS Vipshop Holdings LtdRetail - Apparel & Specialty6,581182,7003,0360.39%New Buy+0.39%0.03-38.31%-15.36%
DENN Denny's CorpRestaurants1,010192,0002,9630.38%New Buy+0.38%0.30-4.22%+20.02%
AXP American Express CoCredit Services86,16521,4001,9960.26%New Buy+0.26%0.00-1.81%+1.92%
PZZA Papa John's International IncRestaurants1,66148,6002,7850.36%+224.00%+0.25%0.15-16.29%-8.31%
CSCO Cisco Systems IncCommunication Equipment197,568587,00025,1763.23%+5.96%+0.18%0.01-4.11%+13.19%
Premium Portfolio changes after 2018-03-31 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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