Julian Robertson Portfolio
Invests via Tiger Management LLC | Managed by Jonathan C. Locker
Invests via Tiger Management LLC
Managed by Jonathan C. Locker
Automatically Tracked
Julian Robertson Profile
Veteran hedge fund founder who established one of the most influential long-short equity platforms of the 1980s and 1990s, known for concentrated global stock bets and mentoring a generation of allocators and managers. Julian Robertson built Tiger Management, deployed discretionary macro and equity strategies, and influenced institutional investing through seed investments in successor managers.
Veteran hedge fund founder who established one of the most influential long-short equity platforms of the 1980s and 1990s, known for concentrated global stock bets and mentoring a generation of allocators and managers. Julian Robertson built Tiger Management, deployed discretionary macro and equity strategies, and influenced institutional investing through seed investments in successor managers.
Investment Philosophy & Strategy
Emphasizes high-conviction, fundamentally driven long-short equity investing with a global, growth-at-a-reasonable-price lens and a willingness to run concentrated positions. Combines bottom-up stock selection with macro and sector awareness, allocating capital to asymmetric opportunities where research yields clear upside and manageable downside. Prefers active position sizing and rigorous downside discipline rather than broad passive diversification, and uses seeds and mentorship to access proprietary deal flow and manager talent. Time horizon is multi-year for core ideas, with tactical flexibility to trim or hedge around valuation, liquidity, or macro inflection points.
Emphasizes high-conviction, fundamentally driven long-short equity investing with a global, growth-at-a-reasonable-price lens and a willingness to run concentrated positions. Combines bottom-up stock selection with macro and sector awareness, allocating capital to asymmetric opportunities where research yields clear upside and manageable downside. Prefers active position sizing and rigorous downside discipline rather than broad passive diversification, and uses seeds and mentorship to access proprietary deal flow and manager talent. Time horizon is multi-year for core ideas, with tactical flexibility to trim or hedge around valuation, liquidity, or macro inflection points.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
158.32%
Gain -2.01%
Monthly
0.84%
Yearly
10.58%
Drawdown
52.04%
$30.34M
Equity
Holdings
$30.34M
Investment
$21.98M
$1.23B
Profit -$270,551.36
Realized
$1.22B
Unrealized
$8.36M
Dividends
$60.05M
Goals
Avg. 100% completed goals
Yearly
Gain > 10% 2026
Yearly
Loss < 40% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-2.01%
Profit
-$270,551.36
Win %
100%
This Week
Compared To Last Week
Gain
-1.74%
Profit
-$536,357.09
Win %
100%
This Month
Compared to last month
Gain
0.33%
Profit
$99,244.14
Win %
100%
This Year
Compared to last year
Gain
12.12%
Profit
$3.28M
Win %
100%
No Data
VOO Vanguard S&P 500 ETF
-0.88%
-$270,551.79 Events
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Dividends
Dividend Analysis
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| Trades 1808 | Longs Won 1048/1808 57% | Profit Factor 1.69 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $11.28M |
| Average Win $2.63M | Best Trade (Dec 31) $198.72M | Sharpe Ratio -24.58 |
| Average Loss -$2.14M | Worst Trade (Sep 30) -$205.44M | Z-Score -9.88 (100%) |
| Commissions $0 | Avg. Trade Length 11m 2w 3d | Expectancy $680,036.01 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | 55% | 65.85% | 73.16% | 78.83% | 83.53% | 87.58% | 91.16% | 94.37% | 97.3% |
| Consecutive Losing Trades | 14 | 13 | 11 | 10 | 9 | 7 | 6 | 4 | 3 | 1 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| VOO Vanguard S&P 500 ETF | 43,150 | $21.98M | $30.34M | - | $8.36M | 38.04% | -0.884% |
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Option values are updated at end of day.
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Julian Robertson?
The largest contributions to the portfolio's profits come from the following stocks: MOT - $219.51M, 197677107 - $147.26M, Microsoft Corp - $124.51M, BOW - $116.96M, and Sealed Air Corporation - $111.74M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: 895953107 - $253.25M, FDMLQ - $204.37M, 911905107 - $136.23M, 55268B106 - $105.77M, and SK Telecom Co., Ltd - $95.79M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Julian Robertson's portfolio generate?
The portfolio generates substantial dividend income, with a total of $60.05M earned over time. The largest contributors to dividend income include Blackstone Inc - $14.22M, Aon plc - $3.93M, Microsoft Corp - $3.41M, Lincoln National Corporation - $3.18M, and HCA Healthcare Inc - $2.52M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Julian Robertson's monthly returns?
Julian Robertson's monthly returns look highly volatile. The portfolio shows large month-to-month swings, and the broader risk profile suggests that performance can change sharply over short periods. This kind of pattern may suit users who are comfortable with significant fluctuations, but it is less likely to appeal to those who prefer steadier and more predictable results.
Can Julian Robertson's strategy be considered aggressive or moderate?
Julian Robertson's strategy can be considered aggressive. The combination of high drawdowns, elevated volatility, and/or concentrated positions suggests a willingness to accept significant risk in pursuit of higher long-term returns. This approach is generally more suitable for users who are comfortable with large fluctuations in portfolio value.
Should beginners follow Julian Robertson's strategy?
Julian Robertson's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
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