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Julian Robertson profile
Julian Robertson profile

Julian Robertson

Tiger Management Holdings Strategy: Growth Investor

Tiger Management is an American hedge fund founded in 1980 by Julian Robertson. Robertson's investment philosophy revolved around investing in companies that are undervalued and out of favor with the stock market. Tiger Management had a reputation for avoiding publicity and shunning analysts. In keeping with this policy, Tiger was known for having its portfolio managers sign confidentiality agreements that prevented them from speaking publicly about their investments. Tiger's long-term track record is one of the best in the industry. Julian Robertson's portfolio presents a unique investment approach, emphasizing a significant concentration in Coupang Inc - Ordinary Shares - Class A, making up 100% of his investments. This bold strategy showcases his confidence in Coupang Inc as a pivotal component of his market approach. The other top stocks, although holding 0% of the portfolio, include Transdigm Group Incorporated, Sempra, Thermo Fisher Scientific Inc., and CME Group Inc - Ordinary Shares - Class A. These selections reveal Robertson's diverse interests across different sectors, from energy to technology and healthcare. For potential investors looking into Julian Robertson's investment strategy, it's crucial to note the emphasis on Coupang Inc, demonstrating a high-stakes, focussed investment philosophy.

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Julian Robertson Portfolio 2023

Performance

1 Year

+28.75%

3 Years

-0.60%

5 Years

+53.85%

10 years

+48.17%

Sectors

Largest Holdings

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Trades

Last trade: Q4 2023 New holding
  • Transdigm Group Incorporated Transdigm Group Incorporated (TDG)
  • Sector: Small Arms Ammunition Manufacturing
  • % of Portfolio: Sold
  • (Buy) $30.17 ― +3793.4% →$1,174.69 (Now)
Last trade: Q3 2009 Sold -337 Thousand shares
Last trade: Q3 2011 Sold -353 Thousand shares
Last trade: Q1 2010 Sold -393 Thousand shares
  • Walmart Inc Walmart Inc (WMT)
  • Sector: All Other General Merchandise Stores
  • % of Portfolio: Sold
  • (Buy) $50.29 ― +20.0% →$60.36 (Now)
Last trade: Q1 2010 Sold -504 Thousand shares
  • Teradata Corp Teradata Corp (TDC)
  • Sector: Electronic Computer Manufacturing
  • % of Portfolio: Sold
  • (Buy) $15.09 ― +154.6% →$38.41 (Now)
Last trade: Q1 2010 Sold -567 Thousand shares
  • CVS Health Corp CVS Health Corp (CVS)
  • Sector: Pharmacies and Drug Stores
  • % of Portfolio: Sold
  • (Buy) $33.26 ― +123.4% →$74.30 (Now)
Last trade: Q2 2010 Sold -546 Thousand shares
  • Intel Corp. Intel Corp. (INTC)
  • Sector: Semiconductor and Related Device Manufacturing
  • % of Portfolio: Sold
  • (Buy) $19.94 ― +131.4% →$46.15 (Now)
Last trade: Q2 2010 Sold -1.18 Million shares
  • Arch Capital Group Ltd Arch Capital Group Ltd (ACGL)
  • Sector: Direct Property and Casualty Insurance Carriers
  • % of Portfolio: Sold
  • (Buy) $7.25 ― +1110.3% →$87.69 (Now)
Last trade: Q2 2010 Sold -285 Thousand shares
  • Skyworks Solutions, Inc. Skyworks Solutions, Inc. (SWKS)
  • Sector: Semiconductor and Related Device Manufacturing
  • % of Portfolio: Sold
  • (Buy) $9.24 ― +1066.4% →$107.80 (Now)
Last trade: Q2 2010 Sold -1.16 Million shares
  • Verisk Analytics Inc Verisk Analytics Inc (VRSK)
  • Sector: Data Processing, Hosting, and Related Services
  • % of Portfolio: Sold
  • (Buy) $28.43 ― +730.6% →$236.14 (Now)
Last trade: Q3 2010 Sold -456 Thousand shares
  • Snap-on, Inc. Snap-on, Inc. (SNA)
  • Sector: Other Automotive Mechanical and Electrical Repair and Maintenance
  • % of Portfolio: Sold
  • (Buy) $40.84 ― +621.4% →$294.61 (Now)
Last trade: Q1 2011 Sold -344 Thousand shares
Last trade: Q2 2011 Sold -504 Thousand shares
  • Concho Resources Inc Concho Resources Inc (CXO)
  • Sector: Crude Petroleum and Natural Gas Extraction
  • % of Portfolio: Sold
  • (Buy) $95.29 ― -31.2% →$65.60 (Now)
Last trade: Q3 2011 Sold -175 Thousand shares
  • Sempra Sempra (SRE)
  • Sector: Natural Gas Distribution
  • % of Portfolio: Sold
  • (Buy) $23.36 ― +202.2% →$70.60 (Now)
Last trade: Q4 2009 Sold -60.4 Thousand shares
  • Sonoco Products Co. Sonoco Products Co. (SON)
  • Sector: Other Paperboard Container Manufacturing
  • % of Portfolio: Sold
  • (Buy) $23.73 ― +142.3% →$57.50 (Now)
Last trade: Q1 2012 Sold -23.9 Thousand shares
  • Sherwin-Williams Co. Sherwin-Williams Co. (SHW)
  • Sector: Paint and Coating Manufacturing
  • % of Portfolio: Sold
  • (Buy) $33.58 ― +926.4% →$344.66 (Now)
Last trade: Q4 2012 Sold -192 Thousand shares
  • Seachange International Inc. Seachange International Inc. (SEAC)
  • Sector: Radio and Television Broadcasting and Wireless Communications Equipment Manufacturing
  • % of Portfolio: Sold
  • (Buy) $3,258.12 ― -99.9% →$4.88 (Now)
Last trade: Q4 2012 Sold -42.1 Thousand shares
  • Golar Lng Golar Lng (GLNG)
  • Sector: Support Activities for Oil and Gas Operations
  • % of Portfolio: Sold
  • (Buy) $39.20 ― -46.2% →$21.09 (Now)
Last trade: Q4 2012 Sold -123 Thousand shares
  • TripAdvisor Inc. TripAdvisor Inc. (TRIP)
  • Sector: All Other Travel Arrangement and Reservation Services
  • % of Portfolio: Sold
  • (Buy) $36.86 ― -28.6% →$26.32 (Now)
Last trade: Q1 2013 Sold -330 Thousand shares
  • Barrick Gold Corp. Barrick Gold Corp. (GOLD)
  • Sector: Gold Ore Mining
  • % of Portfolio: Sold
  • (Buy) $31.54 ― -49.6% →$15.90 (Now)
Last trade: Q2 2013 Sold -340 Thousand shares
  • HCA Healthcare Inc HCA Healthcare Inc (HCA)
  • Sector: General Medical and Surgical Hospitals
  • % of Portfolio: Sold
  • (Buy) $25.90 ― +1153.7% →$324.66 (Now)
Last trade: Q2 2013 Sold -579 Thousand shares
  • 51Job Inc. - ADR 51Job Inc. - ADR (JOBS)
  • Sector: Human Resources Consulting Services
  • % of Portfolio: Sold
  • (Buy) $24.24 ― +151.3% →$60.90 (Now)
Last trade: Q2 2013 Sold -241 Thousand shares
Last trade: Q2 2013 Sold -195 Thousand shares
  • DaVita Inc DaVita Inc (DVA)
  • Sector: Kidney Dialysis Centers
  • % of Portfolio: Sold
  • (Buy) $55.00 ― +143.8% →$134.08 (Now)
Last trade: Q3 2013 Sold -121 Thousand shares
  • American International Group Inc American International Group Inc (AIG)
  • Sector: Third Party Administration of Insurance and Pension Funds
  • % of Portfolio: Sold
  • (Buy) $31.34 ― +138.4% →$74.72 (Now)
Last trade: Q3 2013 Sold -214 Thousand shares
Last trade: Q3 2013 Sold -536 Thousand shares
  • Dunkin Brands Group Inc Dunkin Brands Group Inc (DNKN)
  • Sector: Full-Service Restaurants
  • % of Portfolio: Sold
  • (Buy) $36.44 ― +192.2% →$106.48 (Now)
Last trade: Q3 2013 Sold -395 Thousand shares
  • Realogy Holdings Corp Realogy Holdings Corp (RLGY)
  • Sector: Residential Property Managers
  • % of Portfolio: Sold
  • (Buy) $49.03 ― -75.4% →$12.08 (Now)
Last trade: Q3 2013 Sold -425 Thousand shares
Last trade: Q2 2009 Sold -72.6 Thousand shares
Stock % of
portfolio 		Average
Buy Price 		Current
Price 		Position

Options

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Metrics

Performance

1 Year

+28.75%

3 Years

-0.60%

5 Years

+53.85%

10 years

+48.17%

Averaged Ratio's of Portfolio Stocks

  • Market Cap: $30 Billion
  • Dividend Yield 0.0 %
  • Beta 1.3822
  • P/E Ratio 69.8
  • Negative P/E Ratio NaN
  • Profit Margin 5.58%
  • PEG 7.66
  • Price to Sales Ratio 1.26
  • Price to Book Ratio 9.48
  • Enterprise Value to EBIT: 54.43
  • Enterprise Value to Revenue 1.06
  • Total Debt to Enterprise Value 0.04
  • Debt to Equity 0.248
  • Quarterly Earnings Growth (YoY) -
  • Return on Equity 33.26%
  • Return on Assets 10.19%
  • Return on Invested Capital 7.39%

About Julian Robertson

Tiger Management is an American hedge fund founded in 1980 by Julian Robertson. Robertson's investment philosophy revolved around investing in companies that are undervalued and out of favor with the stock market. Tiger Management had a reputation for avoiding publicity and shunning analysts. In keeping with this policy, Tiger was known for having its portfolio managers sign confidentiality agreements that prevented them from speaking publicly about their investments. Tiger's long-term track record is one of the best in the industry. Julian Robertson's portfolio presents a unique investment approach, emphasizing a significant concentration in Coupang Inc - Ordinary Shares - Class A, making up 100% of his investments. This bold strategy showcases his confidence in Coupang Inc as a pivotal component of his market approach. The other top stocks, although holding 0% of the portfolio, include Transdigm Group Incorporated, Sempra, Thermo Fisher Scientific Inc., and CME Group Inc - Ordinary Shares - Class A. These selections reveal Robertson's diverse interests across different sectors, from energy to technology and healthcare. For potential investors looking into Julian Robertson's investment strategy, it's crucial to note the emphasis on Coupang Inc, demonstrating a high-stakes, focussed investment philosophy.

Dividend Kings 2024 The Most Elite Group of Dividend-Paying Stocks

See the list of stocks that have raised their payouts for 50 straight years

See the list

Track Julian

Don't miss a trade. Get notified when Julian Robertson makes his next trade, It's Free!

Track Julian