Julian Robertson Likes Biotech, Talks Up Microsoft (MSFT), Apple (AAPL) & Gilead (GILD)

Netflix, Inc. (NASDAQ:NFLX)

Tiger Management owned 240,800 shares of Netflix, Inc. (NASDAQ:NFLX) at the end of the first quarter. However, during the second quarter, the firm liquidated its position, missing out on the 39% surge the stock has experienced since that period ended.

“I have always regrets about selling anything of Reed Hastings because he’s really a good manager and a great capitalist,” Robertson commented, adding that he regrets not being in Netflix, Inc. (NASDAQ:NFLX) right now. “I think that the growth in that business is going to be terrific.”

Among the funds that did benefit from the stock’s second-half rally was Paul Cantor, Joseph Weiss, and Will Wurm’s Beech Hill Partners, which held 7,515 shares as of September 30, while Andreas Halvorsen’s Viking Global was poised to benefit, owning 6.28 million Netflix shares on June 30 (the fund hasn’t yet disclosed its holdings as of September 30).

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Microsoft Corporation (NASDAQ:MSFT)

Finally, the legendary investor went into Microsoft Corporation (NASDAQ:MSFT), a company he said that he “really like[s].

I think its cloud activities and also the new management has brought a revival of Bill Gates’ initial strategy. And I think that’s a great company,” he said. “I don’t mind that [shares are at an all-time high]. I don’t have the statistics on it. But they’re probably very little ahead of what they were in about 1995 I guess.”

Tiger Management held 403,000 Microsoft shares valued at more than $20.62 million on June 30. As of September 30, Louis Navellier’s Navellier & Associates held 122,235 shares of Microsoft Corporation (NASDAQ:MSFT).

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Disclosure: Javier Hasse holds no interest in any of the securities or entities mentioned in this article.