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PTJ

Paul Tudor Jones Tudor Investment Corp

AUM $71.9B
1-Year Est. Return 42.37%
 

Paul Tudor Jones is the founder of Tudor Investment Corporation and a pioneering macro trader. He rose to prominence after navigating the 1987 market crash successfully and has since built a multi-strategy firm spanning global markets. Jones is widely associated with discretionary macro trading, risk management discipline, and high-profile philanthropic efforts in education and the environment.

This Fund
S&P 500
This Quarter Est. Return
+1.81%
1 Year Est. Return
+42.37%
3 Year Est. Return
+108.76%
5 Year Est. Return
+114.43%
10 Year Est. Return
+640.77%
AUM
$3.91B
AUM Growth
+$346M
Cap. Flow
+$262M
Cap. Flow %
6.69%
Top 10 Hldgs %
28.32%
Holding
2,182
New
571
Increased
543
Reduced
527
Closed
491

Top Buys

Rank Stock Value
1
FIS icon
Fidelity National Information Services
FIS
+$36.5M
2
MRK icon
Merck
MRK
+$34.6M
3
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$32.2M
4
WMT icon
Walmart Inc
WMT
+$31.3M
5
ZBH icon
Zimmer Biomet
ZBH
+$27M

Top Sells

Rank Stock Value
1
META icon
Meta Platforms (Facebook)
META
+$164M
2
ULTI
Ultimate Software Group Inc
ULTI
+$49.6M
3
IYR icon
iShares US Real Estate ETF
IYR
+$45M
4
PCP
PRECISION CASTPARTS CORP
PCP
+$41.9M
5
BRCM
BROADCOM CORP CL-A
BRCM
+$40.3M

Sector Composition

Rank Sector Weight
1 Industrials 10.14%
2 Healthcare 9.54%
3 Technology 7.9%
4 Consumer Discretionary 6.3%
5 Consumer Staples 5.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PZZA icon
1926
Papa John's
PZZA
$788M
– –
-4,600
Closed -$257K
QLYS icon
1927
Qualys
QLYS
$6.3B
– –
-9,403
Closed -$311K
R icon
1928
CALL
Ryder
R
$9.58B
– –
-22,000
Closed -$1.25M
R icon
1929
Ryder
R
$9.58B
– –
-7,300
Closed -$415K
R icon
1930
PUT
Ryder
R
$9.58B
– –
-17,000
Closed -$966K
RACE icon
1931
Ferrari
RACE
$76.7B
– –
-5,450
Closed -$262K
RCL icon
1932
CALL
Royal Caribbean
RCL
$78.1B
– –
-7,900
Closed -$800K
REGN icon
1933
Regeneron Pharmaceuticals
REGN
$85.9B
– –
-700
Closed -$380K
RGS icon
1934
Regis Corp
RGS
$66.9M
– –
-773
Closed -$219K
RL icon
1935
CALL
Ralph Lauren
RL
$22.2B
– –
-30,900
Closed -$3.44M
RL icon
1936
PUT
Ralph Lauren
RL
$22.2B
– –
-32,600
Closed -$3.63M
RMAX icon
1937
RE/MAX Holdings
RMAX
$290M
– –
-6,509
Closed -$243K
ROP icon
1938
Roper Technologies
ROP
$40.7B
– –
-2,600
Closed -$493K
ROST icon
1939
Ross Stores
ROST
$76.7B
– –
-7,300
Closed -$405K
RUSHA icon
1940
Rush Enterprises Class A
RUSHA
$8.54B
– –
-62,870
Closed -$612K
SAM icon
1941
Boston Beer
SAM
$1.91B
– –
-3,126
Closed -$631K
SBUX icon
1942
Starbucks
SBUX
$122B
– –
-4,800
Closed -$280K
SCHW
1943
CALL
Charles Schwab
SCHW
$194B
– –
-49,600
Closed -$1.63M
SFNC icon
1944
Simmons First National
SFNC
$3.33B
– –
-33,800
Closed -$868K
SHOO icon
1945
Steven Madden
SHOO
$3.37B
– –
-15,185
Closed -$306K
SIRI icon
1946
SiriusXM
SIRI
$9.67B
– –
-20,807
Closed -$847K
SKX
1947
DELISTED
Skechers
SKX
– –
-12,800
Closed -$387K
SLB icon
1948
SLB Ltd
SLB
$79.9B
– –
-29,720
Closed -$2.07M
SLRC icon
1949
SLR Investment Corp
SLRC
$689M
– –
-14,937
Closed -$245K
SNBR
1950
DELISTED
Sleep Number
SNBR
– –
-34,136
Closed -$731K
76 77
78
79 80

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Paul Tudor Jones's Q1 2016 Portfolio in Review

As of Q1 2016, Paul Tudor Jones held 2,182 positions worth $3.91B, up 9.7% from $3.57B the previous quarter. Its ten largest holdings account for 28% of the portfolio.

Paul Tudor Jones deployed $262M of net new capital in Q1 2016, opening 571 new positions and adding to 543 existing holdings. Its largest new stake was PepsiCo: 252,165 shares worth $25.8M.

By sector, the portfolio is most concentrated in Industrials at 10% of assets, up from 9.9% a quarter earlier, followed by Healthcare and Technology.

On the sell side, the largest reduction was Meta Platforms (Facebook), an estimated $164M trimmed.

  • Paul Tudor Jones's largest Q1 2016 buy was PepsiCo: 252,165 shares worth $25.8M.
  • Paul Tudor Jones added most to Fidelity National Information Services in Q1 2016, an estimated $36.5M increase.
  • Paul Tudor Jones's biggest Q1 2016 reduction was Meta Platforms (Facebook), cutting an estimated $164M.
  • Paul Tudor Jones fully exited Ultimate Software Group Inc in Q1 2016, selling an estimated $49.6M.
  • Paul Tudor Jones's ten largest holdings make up 28% of its $3.91B portfolio in Q1 2016.
  • Paul Tudor Jones opened 571 new positions and closed 491 in Q1 2016.
  • Paul Tudor Jones's portfolio value rose 9.7% quarter-over-quarter to $3.91B.

Based on Tudor Investment Corp's 13F filing for Q1 2016, filed 16 May 2016.