5 Stock Picks of Late Julian Robertson’s Tiger Management

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In this article, we will discuss the top 5 stock picks of Julian Robertson’s Tiger Management. If you want to read our discussion on Robertson’s illustrious career and legacy, go directly to the 10 Stock Picks of Julian Robertson’s Tiger Management

5. QUALCOMM Incorporated (NASDAQ:QCOM)

Number of Hedge Fund Holders: 73

Julian Robertson’s Tiger Management’s Holdings: $11,816,000

Percentage of Julian Robertson’s Tiger Management’s Portfolio: 5.2%

QUALCOMM Incorporated (NASDAQ:QCOM) is a California-based semiconductor company.

On July 28, T. Michael Walkley at Canaccord gave QUALCOMM Incorporated (NASDAQ:QCOM) stock a Buy rating with a target price of $225. The analyst highlighted that the company is amongst the market leaders in the rollout of 5G technology, and it will experience a significant gain of market share with leading smartphone original equipment manufacturers (OEMs).

QUALCOMM Incorporated (NASDAQ:QCOM) offers long-term growth through its exposure to the Internet of Things (IoT) theme and the automotive industry. However, the stock is undergoing multiple compression due to fears of an upcoming recession.

ClearBridge Investments discussed its outlook on QUALCOMM Incorporated (NASDAQ:QCOM) in its Q4 2021 investor letter. Here’s what the firm said:

“Market strength continued in the fourth quarter, with only the communication services sector down in the Russell 1000 Value Index. Portfolio returns benefited from the strong performance of semiconductor maker Qualcomm, which has executed exceptionally well in pursuing the transition to 5G, growing both content and share due to its leadership position in cellular technology. The chipmaker recently outlined a number of peripheral growth opportunities outside of mobile markets, including automotive (where it hopes to leverage its strong presence in the automotive infotainment space into advanced driver assistance systems), Internet of Things (including opportunities in the PC market, VR/AR market, and factory automation) and radio frequency (where mmWave adoption globally, including China, would drive substantial upside).”

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