GuruFocus' Aggregated Portfolio Screener
can show what stocks are owned by several investors in common.
This is particularly useful for finding stocks that investors
with similar strategies are both finding attractive, such as
and his mentee, Chase Coleman.
Julian Robertson, recognized as the founder of the hedge fund,
groomed many prot�g�es in his style of
investing, which have been dubbed "Tiger Cubs," after his fund,
Tiger Management. Chase Coleman is a Tiger Cub who went on to
found hedge fund Tiger Global Management. These are the largest
stocks he and his former boss own in common as of the first
quarter of 2012: Apple Inc. (
), MasterCard (
), Liberty Global (
) and Visa (
Apple Inc. (
Julian Robertson owns 88,690 shares of AAPL, valued as $53
million as of March 31, 2012, which accounts for 15.1% of his
equity portfolio. Chase Coleman owns 1,225,000 shares of AAPL,
valued as $734 million as of March 31, 2012, which accounts for
12.4% of his equity portfolio.
Apple Computer Inc. designs, manufactures and markets personal
computers and related personal computing and communicating
solutions for sale primarily to education, creative, consumer and
business customers. David Einhorn just called this company, "one
of the most misunderstood stocks in the market." He believes it
is a software company whose value comes from "iOS, the App store,
iTunes and iCloud." Read more of Einhorn's thoughts on Apple
Apple Inc has a market cap of $524.26 billion; its shares were
traded at around $561.18 with a P/E ratio of 13.7 and P/S ratio
of 4.8. Apple Inc had an annual average earnings growth of 63.5%
over the past 5 years.
Visa Inc. (
Julian Robertson owns 169,552 shares of V, valued as $20 million
as of March 31, 2012, which accounts for 5.7% of his equity
portfolio. Chase Coleman owns 2,705,000 shares of V, valued as
$319 million as of March 31, 2012, which accounts for 5.4% of his
Chase Coleman sold some of his holding in the first quarter when
the price increased to an average of $111 after having
accumulated shares the previous several quarters at lower prices.
Julian Robertson did the opposite - buying shares at the higher
price after selling over the past several quarters. Visa's stock
price has gone up almost 42 percent in the last year.
Visa operates the world's largest retail electronic payments
network and is one of the most recognized global financial
Visa Inc. has a market cap of $97.16 billion; its shares were
traded at around $112.27 with a P/E ratio of 21.2 and P/S ratio
of 10.6. The dividend yield of Visa Inc. stocks is 0.7%.
Julian Robertson owns 52,994 shares of MA, valued as $22 million
as of March 31, 2012, which accounts for 6.3% of his equity
portfolio. Chase Coleman owns 741,000 shares of MA, valued as
$312 million as of March 31, 2012, which accounts for 5.2% of his
MasterCard Inc. advances global commerce by providing a critical
economic link among financial institutions, businesses,
cardholders and merchants worldwide.
Similar to Visa, MasterCard's price has gone up almost 40 percent
in the last year, but new regulations have impacted both of them
companies and caused their shares to decline. The regulations
apply to how the companies handle debit transactions, and are
therefore expected to have a bigger effect on Visa, according to
Ajay Banga, chief executive of MasterCard, announced that credit
care volumes between April and late May had rose in the U.S. and
internationally, including in Europe.
MasterCard Inc has a market cap of $52.32 billion; its shares
were traded at around $392.25 with a P/E ratio of 20.9 and P/S
ratio of 7.8. The dividend yield of MasterCard Inc stocks is
Liberty Global (
Julian Robertson owns 407,595 shares of LBTYA, valued as $20
million as of March 31, 2012, which accounts for 5.8% of his
equity portfolio. Chase Coleman owns 8,075,000 shares of LBTYA,
valued as $404 million as of March 31, 2012, which accounts for
6.8% of his equity portfolio.
Liberty Global is the largest cable company outside the U.S. and
owns interests primarily in broadband distribution and content
companies operating outside the continental U.S.
Liberty Global has a market cap of $12.91 billion; its shares
were traded at around $45.2 with a P/E ratio of 72.8 and P/S
ratio of 1.4. Liberty Global had an annual average earnings
growth of 22.4% over the past five years.
In the first quarter, Liberty Global had a loss due to higher
derivative losses, while consolidated revenue increased by 12
percent year over year, primarily due to its acquisitions DBW and
Aster and organic revenue growth, its highest growth since the
third quarter of 2010. The company also had record subscriber
The quarter's results included for the first time KBW in Germany,
and its Unitymedia, which is the fastest-growing cable asset in
German. The company is trying to integrate both businesses and
take advantage of the growth opportunity in Germany.
Liberty Global had at March 31, 2012, $25.2 billion in total debt
and cash and cash equivalents of $1.7 billion, similar to its
position last year. It also expects to receive approximately $1.1
billion in cash from the disposition of its Austar interest.
See Chase Coleman's portfolio here or Julian Roberson's portfolio
here. To check the consensus holdings of any combination of your
favorite Gurus, please go to Aggregated Portfolio of Gurus. This
is one of the features that GuruFocus offers to Premium Members
of GuruFocus. If you are not a Premium Member, why not Take a
7-Day Free Trial?About GuruFocus: GuruFocus.com tracks the stocks
picks and portfolio holdings of the world's best investors. This
value investing site offers stock screeners and valuation tools.
And publishes daily articles tracking the latest moves of the
world's best investors. GuruFocus also provides promising stock
ideas in 3 monthly newsletters sent to