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The Most Popular Stocks with the Tiger Crowd
这些九股在与朱利安罗伯逊JR.的Tiger Management有关的管理者中最多的粉丝。
所谓的老虎C的投资活动ubs, Grandcubs, and Seeds — those hedge fund managers who have some sort of tie to the legendary octogenarian investor Julian Robertson Jr.’s Tiger Management Corp. — are always closely watched. This is because a portion of these roughly four dozen managers are considered among the most elite hedge fund managers, even though many of them are losing money this year. Here are the nine stocks that have the highest number of Tiger-related managers among their shareholders as of the end of the third quarter, according to data from Novus.com, a portfolio intelligence platform that tracks the holdings of more than 1,300 hedge funds. Three of the four most popular stocks among the Tiger crowd are among the so-called FANG stocks: Facebook, Amazon.com and Google, now called Alphabet. (Not on that list is Netflix, the “N” in FANG.)
FACEBOOK (25 Tiger-related investors))
Facebook再次成为Tiger人群中最广泛的股票,25家公司持有社交媒体先驱股。该股票是第二大个人长控股Andreas Halvorsen的Viking Global Investors,也是Facebook中最大的相当大的对冲基金投资者。这是几个老虎后代的美国最大的职位,包括菲利普·拉夫特的衣服管理,是约翰格里芬的第三大美国蓝岭资本和克里斯汉森的勇气管理。
Amazon.com(21)
电子商务巨头是最大的维京全球投资者和对冲基金公司在第二和第三季度最佳表演者。“市场估计公司收入增长的实力和利润率可能会在未来几年内扩大的程度,”它在第二季度信中告诉客户。该股也是追逐科尔曼虎全球管理的第二大美国。
租船通讯(19)
电缆和宽带巨头是美国最大的斯蒂芬·曼德尔JR.孤立的松油资本,这是该公司的第十大股东。它也是美国第三大举行的老虎全球,这在第二季度信中告诉投资者,即在未来三到四年中股票可能加倍。几个较小的老虎孙子和种子将股票计数为第二大长,包括Tybourne资本管理,老虎眼睛资本和大理石拱门投资。
字母类C(18)
谷歌母公司的非录像阶级成为第三季度虎全球的新职位,使其成为该公司的第八大的美国职位。Viking在搜索巨头中大幅提高其股份,使其成为公司的第七大控股。如果您将C股股份与股份中的股份结合在一起,则字母表是Viking的第二大长赌注。
THE PRICELINE GROUP (17)
为Booking.com等品牌而闻名的在线旅行社是美国最大的斗长全球。在第二季度信函中,对冲基金称为“令人信服的机会”,引用其日益增长的全球酒店预订市场份额,平面为积极的利润,积极的资本回归股东,其“伟大的”管理团队,以及一个有吸引力的股市估值。它也是盛开的树伙伴和福克斯积分资本管理等较大的老虎相关公司。
Fleetcor Technologies(16)
支付处理公司在虎人群中一直是长期的最爱。孤牌是第二大股东,而老虎全球是第七大。它也是美国第四大举行的勇士管理和虎眼和绽放树的主要举行。
ALIBABA GROUP HOLDING (13)
The Chinese e-commerce giant was rediscovered by the Tiger crowd — and hedge funds in general — in the third quarter. Tiger Global established a new, 5.3 million-share stake, making the stock its fifth-largest U.S. long position. Lone Pine bought nearly the same amount of shares, but they are only the firm’s 21st largest U.S. long. Coatue Management was another major initial buyer of the stock.
Liberty Global Class C(13)
蓝岭资本是电信巨头的第七大股东;但是,这不是Tiger Cub的投资组合的重要组合。事实上,没有虎相关的基金包括其前十个控股的股票。其他投资者包括猎鹰边缘资本。
签证(13)
The Tiger crowd warmed up to this stock last quarter, with 13 holding positions in the credit card processor, compared with ten in the second quarter. Discovery Capital Management boosted its stake in Visa by more than 50 percent, making the stock the fifth-largest U.S. long holding of the global macro investor. The stock is also the fourth-largest holding of Miura Global Management.