Tiger Management Buys Applied Materials Inc, Micron Technology Inc, Qualcomm Inc, Sells Camping World Holdings Inc, Apollo Global Management LLC, Adobe Inc

Aug 14, 2019

Investment company Tiger Management (Current Portfolio) buys Applied Materials Inc, Micron Technology Inc, Qualcomm Inc, sells Camping World Holdings Inc, Apollo Global Management LLC, Adobe Inc, Controladora Vuela Compania de Aviacion SAB de CV, iShares 1-3 Year Treasury Bond ETF during the 3-months ended 2019Q2, according to the most recent filings of the investment company, Tiger Management. As of 2019Q2, Tiger Management owns 23 stocks with a total value of $247 million. These are the details of the buys and sells.

New Purchases: AMAT, MU, QCOM,
Added Positions: MSFT, BX, FB, SPOT,
Reduced Positions: APO, ADBE, VLRS, GOOG, SHY,
Sold Out: CWH,

For the details of Julian Robertson's stock buys and sells, go to https://www.gurufocus.com/guru/julian+robertson/current-portfolio/portfolioportfolio

These are the top 5 holdings of Julian Robertson

Blackstone Group Inc (BX) - 973,647 shares, 17.53% of the total portfolio. Shares added by 5.65%
Microsoft Corp (MSFT) - 226,540 shares, 12.30% of the total portfolio. Shares added by 11.57%
Facebook Inc (FB) - 127,765 shares, 10.00% of the total portfolio. Shares added by 10.04%
Microsoft Corp (MSFT) - 179,000 shares, 9.72% of the total portfolio.
Apollo Global Management LLC (APO) - 414,402 shares, 5.76% of the total portfolio. Shares reduced by 39.9%

New Purchase: Applied Materials Inc (AMAT)

Tiger Management initiated holding in Applied Materials Inc. The purchase prices were between $38.69 and $44.91, with an estimated average price of $42.09. The stock is now traded at around $46.47. The impact to a portfolio due to this purchase was 4.66%. The holding were 255,700 shares as of .

New Purchase: Micron Technology Inc (MU)

Tiger Management initiated holding in Micron Technology Inc. The purchase prices were between $32.43 and $43.9, with an estimated average price of $38.12. The stock is now traded at around $41.75. The impact to a portfolio due to this purchase was 4.5%. The holding were 287,400 shares as of .

New Purchase: Qualcomm Inc (QCOM)

Tiger Management initiated holding in Qualcomm Inc. The purchase prices were between $55.9 and $89.29, with an estimated average price of $73.23. The stock is now traded at around $70.95. The impact to a portfolio due to this purchase was 3.81%. The holding were 123,500 shares as of .

Sold Out: Camping World Holdings Inc (CWH)

Tiger Management sold out a holding in Camping World Holdings Inc. The sale prices were between $10.53 and $15.12, with an estimated average price of $12.92.

Here is the complete portfolio of Julian Robertson. Also check out:

1. Julian Robertson's Undervalued Stocks
2. Julian Robertson's Top Growth Companies, and
3. Julian Robertson's High Yield stocks
4. Stocks that Julian Robertson keeps buying

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