Tiger Management Buys UnitedHealth Group Inc, ServiceNow Inc, Workday Inc, Sells Comcast Corp, Anthem Inc, Macrogenics Inc

Investment company Tiger Management buys UnitedHealth Group Inc, ServiceNow Inc, Workday Inc, Party City Holdco Inc, Boot Barn Holdings Inc, PayPal Holdings Inc, Royal Caribbean Cruises, Norwegian Cruise Line Holdings, JPMorgan Chase, New Oriental Education & Technology Group Inc, sells Comcast Corp, Anthem Inc, Macrogenics Inc, Conagra Brands Inc, Lowe's Inc during the 3-months ended 2018-03-31, according to the most recent filings of the investment company, Tiger Management. As of 2018-03-31, Tiger Management owns 96 stocks with a total value of $780 million. These are the details of the buys and sells.

For the details of Julian Robertson's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=Julian+Robertson

These are the top 5 holdings of Julian Robertson
  1. Adobe Systems Inc (ADBE) - 186,980 shares, 5.18% of the total portfolio. Shares reduced by 2.77%
  2. Blackstone Group LP (BX) - 1,081,800 shares, 4.43% of the total portfolio. Shares added by 13.92%
  3. Royal Caribbean Cruises Ltd (RCL) - 292,010 shares, 4.41% of the total portfolio. Shares added by 53.84%
  4. Microsoft Corp (MSFT) - 361,140 shares, 4.22% of the total portfolio. Shares reduced by 6.06%
  5. JPMorgan Chase & Co (JPM) - 297,660 shares, 4.19% of the total portfolio. Shares added by 37.87%
New Purchase: UnitedHealth Group Inc (UNH)

Tiger Management initiated holding in UnitedHealth Group Inc. The purchase prices were between $212.55 and $248.47, with an estimated average price of $228.4. The stock is now traded at around $242.90. The impact to a portfolio due to this purchase was 3.04%. The holding were 111,000 shares as of 2018-03-31.

New Purchase: ServiceNow Inc (NOW)

Tiger Management initiated holding in ServiceNow Inc. The purchase prices were between $131.73 and $175.34, with an estimated average price of $154.33. The stock is now traded at around $173.73. The impact to a portfolio due to this purchase was 2.87%. The holding were 135,460 shares as of 2018-03-31.

New Purchase: Workday Inc (WDAY)

Tiger Management initiated holding in Workday Inc. The purchase prices were between $103.4 and $139.07, with an estimated average price of $122.34. The stock is now traded at around $133.96. The impact to a portfolio due to this purchase was 2.63%. The holding were 161,200 shares as of 2018-03-31.

New Purchase: Party City Holdco Inc (PRTY)

Tiger Management initiated holding in Party City Holdco Inc. The purchase prices were between $13.75 and $15.9, with an estimated average price of $15.11. The stock is now traded at around $15.60. The impact to a portfolio due to this purchase was 2.38%. The holding were 1,191,213 shares as of 2018-03-31.

New Purchase: Boot Barn Holdings Inc (BOOT)

Tiger Management initiated holding in Boot Barn Holdings Inc. The purchase prices were between $16.51 and $19.87, with an estimated average price of $18.01. The stock is now traded at around $21.50. The impact to a portfolio due to this purchase was 1.8%. The holding were 791,355 shares as of 2018-03-31.

New Purchase: New Oriental Education & Technology Group Inc (EDU)

Tiger Management initiated holding in New Oriental Education & Technology Group Inc. The purchase prices were between $82.77 and $104.92, with an estimated average price of $93.07. The stock is now traded at around $93.52. The impact to a portfolio due to this purchase was 0.44%. The holding were 39,500 shares as of 2018-03-31.

Added: PayPal Holdings Inc (PYPL)

Tiger Management added to a holding in PayPal Holdings Inc by 95.52%. The purchase prices were between $72.32 and $85.45, with an estimated average price of $79.23. The stock is now traded at around $78.81. The impact to a portfolio due to this purchase was 1.58%. The holding were 331,810 shares as of 2018-03-31.

Added: Royal Caribbean Cruises Ltd (RCL)

Tiger Management added to a holding in Royal Caribbean Cruises Ltd by 53.84%. The purchase prices were between $116.53 and $134.98, with an estimated average price of $126.34. The stock is now traded at around $107.13. The impact to a portfolio due to this purchase was 1.54%. The holding were 292,010 shares as of 2018-03-31.

Added: Norwegian Cruise Line Holdings Ltd (NCLH)

Tiger Management added to a holding in Norwegian Cruise Line Holdings Ltd by 98.68%. The purchase prices were between $51.4 and $60.93, with an estimated average price of $56.85. The stock is now traded at around $51.42. The impact to a portfolio due to this purchase was 1.47%. The holding were 435,100 shares as of 2018-03-31.

Added: JPMorgan Chase & Co (JPM)

Tiger Management added to a holding in JPMorgan Chase & Co by 37.87%. The purchase prices were between $107.01 and $118.77, with an estimated average price of $113.23. The stock is now traded at around $113.90. The impact to a portfolio due to this purchase was 1.15%. The holding were 297,660 shares as of 2018-03-31.

Added: Papa John's International Inc (PZZA)

Tiger Management added to a holding in Papa John's International Inc by 224.00%. The purchase prices were between $55.93 and $68.62, with an estimated average price of $59.84. The stock is now traded at around $50.86. The impact to a portfolio due to this purchase was 0.25%. The holding were 48,600 shares as of 2018-03-31.

Added: Domino's Pizza Inc (DPZ)

Tiger Management added to a holding in Domino's Pizza Inc by 100.00%. The purchase prices were between $186.94 and $233.87, with an estimated average price of $217.67. The stock is now traded at around $246.14. The impact to a portfolio due to this purchase was 0.08%. The holding were 5,000 shares as of 2018-03-31.

Sold Out: Comcast Corp (CMCSA)

Tiger Management sold out a holding in Comcast Corp. The sale prices were between $32.99 and $42.99, with an estimated average price of $38.79.

Sold Out: Macrogenics Inc (MGNX)

Tiger Management sold out a holding in Macrogenics Inc. The sale prices were between $18.89 and $32.46, with an estimated average price of $24.29.

Sold Out: Conagra Brands Inc (CAG)

Tiger Management sold out a holding in Conagra Brands Inc. The sale prices were between $35.34 and $38.5, with an estimated average price of $36.85.

Sold Out: Lowe's Companies Inc (LOW)

Tiger Management sold out a holding in Lowe's Companies Inc. The sale prices were between $83.77 and $107.4, with an estimated average price of $94.65.

Sold Out: Wingstop Inc (WING)

Tiger Management sold out a holding in Wingstop Inc. The sale prices were between $38.98 and $48.85, with an estimated average price of $45.82.

Sold Out: Melco Resorts and Entertainment Ltd (MLCO)

Tiger Management sold out a holding in Melco Resorts and Entertainment Ltd. The sale prices were between $26.35 and $30.06, with an estimated average price of $28.01.

Reduced: Anthem Inc (ANTM)

Tiger Management reduced to a holding in Anthem Inc by 54.36%. The sale prices were between $215.63 and $258.19, with an estimated average price of $234.91. The stock is now traded at around $232.31. The impact to a portfolio due to this sale was -1.86%. Tiger Management still held 44,500 shares as of 2018-03-31.

Reduced: Wynn Resorts Ltd (WYNN)

Tiger Management reduced to a holding in Wynn Resorts Ltd by 28.57%. The sale prices were between $162 and $200.6, with an estimated average price of $172.85. The stock is now traded at around $191.63. The impact to a portfolio due to this sale was -0.11%. Tiger Management still held 10,000 shares as of 2018-03-31.



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