Julian Robertson’s Tigers, under the “rigorous” training of Wall Street with fear and greed, have lost wildness and become typical civilized Americans. They love “Apple” (AAPL), like to “Google” (GOOG), drink “Pepsi” (PEP) all the time, eat “Monsanto” (MON) gene modified pop corns, watch TV from “DirecTV” (DTV) and enjoy shopping with credit cards from “Visa” (V) and “MasterCard” (MA). They all live in big houses (IYR) and bank at the Chase (JPM). Once in a while, they bid expensive stuff from EBay (EBAY). Well, that’s basically the 10 most popular stocks held by 38 Tiger Club members, all are acclaimed successful hedge fund managers.

Sounds boring, right? If simply following daily American life is the secret to make billions, then it’s NOT a secret anymore. We just revealed it. But wait, typical Americans have no idea about what’s the business of COGNIZANT TECHNOLOGY SOLUTIONS (CTSH), which was held by three tigers. CTSH was also the No. 65 most popular stock among 2720 institutional investors. Cognizant Tech must be doing something extremely right.

CTSH Chart from Yahoo

CTSH Chart from Yahoo

Another stock among the top holdings is TRANSDIGM GROUP INC (TDG). Not only tigers (Tiger Global, Valinor, White Elm) love it, but also other hedge funds such as Dan Loeb’s Third Point, Thomas Steyer’s Farallon sit in it, too. It seems obvious that these hedge funds often have common interests in certain stocks, whether it’s intentional or not.

TDG from Yahoo

TDG from Yahoo

Table 1. 50 Most Popular Stocks Held by Tiger Daddy, Tiger Cubs and Tiger Seeds in Q4, 2009 (Chosen from top 10 stocks of each fund)

Popularity Company Stock # Funds Own % Funds Own (of 38 Funds)
1.) APPLE INC. AAPL 10 26.32%
2.) GOOGLE INC. GOOG 9 23.68%
3.) MASTERCARD INC MA 9 23.68%
4.) DIRECTV COM CL A DTV 8 21.05%
5.) PEPSICO INC. PEP 7 18.42%
6.) MONSANTO CO. MON 6 15.79%
7.) VISA INC. V 6 15.79%
8.) JPMORGAN CHASE & CO. JPM 5 13.16%
9.) ISHARES DOW JONES US REAL ESTATE IYR 4 10.53%
10.) EBAY INC. EBAY 4 10.53%
11.) COGNIZANT TECHNOLOGY SOLUTIONS CORPORATION CTSH 3 7.89%
12.) SPDR S&P 500 ETF SPY 3 7.89%
13.) BANK OF AMERICA CORP. BAC 3 7.89%
14.) EQUINIX, INC. EQIX 3 7.89%
15.) TRANSDIGM GROUP INC TDG 3 7.89%
16.) NVR INC. NVR 3 7.89%
17.) CROWN CASTLE INTERNATIONAL CORP CCI 3 7.89%
18.) CNINSURE INC. - AMERICAN DEPOSITARY SHARES CISG 3 7.89%
19.) BANK OF AMERICA CORPORATION BAC-PS 3 7.89%
20.) PFIZER INC PFE 3 7.89%
21.) QUALCOMM INCORPORATED QCOM 3 7.89%
22.) WYNDHAM WORLDWIDE CORP WYN 3 7.89%
23.) COVIDIEN PLC COV 3 7.89%
24.) WELLPOINT INC WLP 3 7.89%
25.) CSX CORP. CSX 3 7.89%
26.) SPDR GOLD TRUST GS GLD 3 7.89%
27.) COVANTA HOLDING CORP CVA 3 7.89%
28.) MINDRAY MEDICAL INTERNATIONAL LTD MR 2 5.26%
29.) BAIDU, INC. - ADS BIDU 2 5.26%
30.) NEW ORIENTAL EDUCATION & TECHNOLOGY GROUP INC EDU 2 5.26%
31.) ISHARES TRUST RUSSELL 2000 INDEX FUND IWM 2 5.26%
32.) VIRGIN MEDIA INC. VMED 2 5.26%
33.) TAIWAN SEMICONDUCTOR MANUFACTURING CO., LTD. TSM 2 5.26%
34.) ROVI CORPORATION ROVI 2 5.26%
35.) F5 NETWORKS, INC. FFIV 2 5.26%
36.) AMERICA MOVIL, S.A.B. DE C.V. AMX 2 5.26%
37.) APOLLO GROUP, INC. APOL 2 5.26%
38.) LIBERTY MEDIA CORP STARZ SER A LSTZA 2 5.26%
39.) PRICELINE.COM INCORPORATED PCLN 2 5.26%
40.) WELLS FARGO & CO. WFC 2 5.26%
41.) PETROHAWK ENERGY CORP HK 2 5.26%
42.) WAL-MART STORES, INC. WMT 2 5.26%
43.) WESTERN UNION CO. WU 2 5.26%
44.) AMERICAN TOWER CORP. AMT 2 5.26%
45.) NII HOLDINGS, INC. NIHD 2 5.26%
46.) MCDONALD CORP MCD 2 5.26%
47.) TEVA PHARMACEUTICAL INDUSTRIES LTD ADR TEVA 2 5.26%
48.) GILEAD SCIENCES, INC. GILD 2 5.26%
49.) CABLEVISION SYSTEMS CORP. CVC 2 5.26%
50.) TARGET CORP TGT 2 5.26%
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