Netflix, Inc. (NFLX), Apple Inc. (AAPL), Amazon.com, Inc. (AMZN): Hedge Fund Guru Julian Robertson’s Picks Outshined Mr. Market

In Amazon.com, Inc. (NASDAQ:AMZN) Robertson opened a large position of 160,000 shares underlying ‘Put’ options, which was valued at $49.66 million, making it the third-largest reported in his equity portfolio. However, Amazon.com, Inc. (NASDAQ:AMZN) defied some of its bearish critics this past quarter when it released an unexpectedly strong earnings report that sent shares soaring; they finished the quarter up by 19.90%. While not necessarily great news for Robertson or the other 18 funds which held ‘Put’ options on Amazon.com, Inc. (NASDAQ:AMZN)’s stock, it was good news for Lansdowne Partners, which had the largest long position, consisting of 2.73 million shares.

Facebook Inc (NASDAQ:FB) represents Robertson’s fifth-largest long position, consisting of 317,500 shares valued at $24.77 million. The social media giant gained a solid 5.38% during the first quarter, as it continued to show solid growth in mobile ad revenue. Robertson recently declared Facebook Inc (NASDAQ:FB) a better growth company than its rival Twitter Inc (NYSE:TWTR), though the latter’s stock did enjoy a very strong first quarter. Billionaires Stephen Mandel and Ken Griffin have two of the largest long positions in Facebook Inc (NASDAQ:FB) in our database.

Lastly is Google Inc (NASDAQ:GOOGL), in which Robertson holds 25,900 shares Class A and 40,600 shares Class C shares. The value of each increased by 4% during the quarter. As with Apple, Robertson sees Google Inc (NASDAQ:GOOGL) as having a product line (which includes its dominant search engine, its Android operating system, and its immensely popular video site YouTube) that gives it a growth potential for many years. Boykin Curry’s Eagle Capital Management is the most bullish investor on Google Inc (NASDAQ:GOOGL) in our database, with large positions in the Class A and Class C shares.

Disclosure: None