Duquesne Family Office LLC
Stanley Druckenmiller · As of Q1 2019 · filed May 15, 2019
| MSFT MICROSOFT CORP | 17.7% | Added +12.0% | 5,171,051 | $609.9M |
| EEM ISHARES MSCI EMERGING MARKET | 8.8% | Added +318.8% | 7,034,700 | $301.9M |
| AMZN AMAZON.COM INC | 5.9% | Added +15.5% | 113,715 | $202.5M |
| NFLX NETFLIX INC | 5.6% | Added +717.9% | 539,875 | $192.5M |
| ADBE ADOBE INC | 4.9% | Added +112.7% | 640,211 | $170.6M |
| BABA ALIBABA GROUP HOLDING-SP ADR | 4.9% | Added +432.6% | 928,785 | $169.5M |
| TMUS T-MOBILE US INC | 3.8% | New | 1,915,725 | $132.4M |
| ABT ABBOTT LABORATORIES | 3.3% | Added +11.2% | 1,440,200 | $115.1M |
| WDAY WORKDAY INC-CLASS A | 2.9% | Reduced −0.2% | 524,600 | $101.2M |
| MELI MERCADOLIBRE INC | 2.7% | Added +147.7% | 183,328 | $93.1M |
| IBB ISHARES BIOTECHNOLOGY ETF | 2.6% | Added +125.9% | 791,200 | $88.5M |
| GOOGL ALPHABET INC-CL A | 2.5% | Added +546.7% | 73,069 | $86.0M |
| PYPL PAYPAL HOLDINGS INC | 2.4% | Added +97.7% | 807,745 | $83.9M |
| ISRG INTUITIVE SURGICAL INC | 2.2% | Added +18.9% | 131,100 | $74.8M |
| HD HOME DEPOT INC | 2.2% | New | 387,300 | $74.3M |
| COUPEUR COUPA SOFTWARE INC | 2.1% | Reduced −29.0% | 802,690 | $73.0M |
| General Electric Co | 1.8% | New | 6,241,000 | $62.3M |
| MA MASTERCARD INC - A | 1.6% | New | 238,300 | $56.1M |
| V VISA INC-CLASS A SHARES | 1.6% | New | 350,900 | $54.8M |
| QCOM QUALCOMM INC | 1.6% | New | 948,100 | $54.1M |
| ILMN ILLUMINA INC | 1.5% | Added +23.2% | 171,800 | $53.4M |
| AIY ACTIVISION BLIZZARD INC | 1.4% | New | 1,091,152 | $49.7M |
| FIS FIDELITY NATIONAL INFO SERV | 1.3% | New | 389,845 | $44.1M |
| LNG CHENIERE ENERGY INC | 1.2% | New | 611,200 | $41.8M |
| A AGILENT TECHNOLOGIES INC | 1.1% | Added +116.4% | 478,800 | $38.5M |
| NOW SERVICENOW INC | 1.0% | Added +64.9% | 135,515 | $33.4M |
| MPC MARATHON PETROLEUM CORP | 0.9% | New | 541,000 | $32.4M |
| XLNXEUR XILINX INC | 0.8% | New | 224,000 | $28.4M |
| ADI ANALOG DEVICES INC | 0.7% | New | 222,625 | $23.4M |
| DATA TABLEAU SOFTWARE INC-CL A | 0.7% | New | 183,405 | $23.3M |
| POST POST HOLDINGS INC | 0.6% | New | 204,000 | $22.3M |
| MRK MERCK & CO. INC. | 0.6% | New | 266,300 | $22.1M |
| SPOT SPOTIFY TECHNOLOGY SA | 0.6% | New | 159,505 | $22.1M |
| MU MICRON TECHNOLOGY INC | 0.6% | New | 480,300 | $19.9M |
| INCY INCYTE CORP | 0.5% | New | 202,400 | $17.4M |
| DOCU DOCUSIGN INC | 0.5% | New | 331,410 | $17.2M |
| HO1 HOLOGIC INC | 0.5% | Held | 336,700 | $16.3M |
| SPLKCHF SPLUNK INC | 0.4% | New | 115,500 | $14.4M |
| NFE NEW FORTRESS ENERGY INC | 0.4% | New | 1,200,000 | $14.0M |
| SNAP SNAP INC - A | 0.4% | New | 1,240,200 | $13.7M |
| MRKTEUR IHS MARKIT LTD | 0.4% | New | 244,500 | $13.3M |
| SW5 SOUTHWESTERN ENERGY CO | 0.3% | New | 2,257,700 | $10.6M |
| CTRA COTERRA ENERGY INC | 0.3% | New | 395,500 | $10.3M |
| META META PLATFORMS INC-CLASS A | 0.3% | New | 61,665 | $10.3M |
| RRC RANGE RESOURCES CORP | 0.3% | New | 844,500 | $9.5M |
| Sprint Corporation | 0.3% | New | 1,550,000 | $8.8M |
| ACIU AC IMMUNE SA | 0.2% | Reduced −46.8% | 1,324,935 | $6.7M |
| Atlassian Corp Plc | 0.2% | New | 46,770 | $5.3M |
| ADSK AUTODESK INC | 0.1% | Added +17.3% | 31,300 | $4.9M |
| NOK NOKIA CORP-SPON ADR | 0.1% | New | 731,000 | $4.2M |
| TWLO TWILIO INC - A | 0.1% | New | 31,480 | $4.1M |
| FLT1EUR FLEETCOR TECHNOLOGIES INC | 0.1% | New | 14,605 | $3.6M |
| RP REALPAGE INC | 0.1% | New | 58,690 | $3.6M |
| EXP EAGLE MATERIALS INC | 0.1% | New | 30,700 | $2.6M |
| OKTA OKTA INC | 0.1% | Reduced −85.2% | 25,807 | $2.1M |
| Carbon Black Inc | 0.0% | New | 105,525 | $1.5M |
| WP WORLDPAY INC-CLASS A | 0.0% | New | 10,120 | $1.1M |
| SAILEUR SAILPOINT TECHNOLOGIES HOLDI | 0.0% | New | 33,870 | $973K |
| EPAYEUR BOTTOMLINE TECHNOLOGIES (DE) | 0.0% | New | 10,200 | $511K |
| SE SEA LTD-ADR | 0.0% | New | 21,200 | $499K |
| GOOS CANADA GOOSE HOLDINGS INC | 0.0% | New | 9,550 | $459K |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| CRM SALESFORCE INC | 1,072,585 | $146.9M |
| TSLA PUT TESLA INC | 299,800 | $99.8M |
| GILD GILEAD SCIENCES INC | 1,023,345 | $64.0M |
| MDT MEDTRONIC PLC | 372,500 | $33.9M |
| DAL DELTA AIR LINES INC | 626,600 | $31.3M |
| AAL AMERICAN AIRLINES GROUP INC | 524,900 | $16.9M |
| KSS KOHLS CORP | 147,500 | $9.8M |
| ZEN1EUR ZENDESK INC | 57,600 | $3.4M |
| ABX BARRICK GOLD CORP | 149,300 | $2.0M |
| ESTC ELASTIC NV | 10,000 | $715K |
Holdings reflect long positions disclosed in 13F filings only and exclude short positions, cash, and other non-13F assets. Holdings data sourced from SEC EDGAR. Not investment advice. Full disclaimer.