Duquesne Family Office LLC
Stanley Druckenmiller · As of Q1 2020 · filed May 15, 2020
| AMZN AMAZON.COM INC | 14.3% | Added +713.3% | 180,699 | $352.3M |
| NFLX NETFLIX INC | 12.9% | Added +45.3% | 846,651 | $317.9M |
| WDAY WORKDAY INC-CLASS A | 8.7% | Added +8.8% | 1,649,211 | $214.8M |
| META META PLATFORMS INC-CLASS A | 8.4% | Added +75.4% | 1,243,752 | $207.5M |
| MSFT MICROSOFT CORP | 7.1% | Reduced −31.8% | 1,104,832 | $174.2M |
| GOOGL ALPHABET INC-CL A | 6.6% | Added +51.5% | 139,712 | $162.3M |
| AIY ACTIVISION BLIZZARD INC | 3.8% | Reduced −5.6% | 1,560,400 | $92.8M |
| PYPL PAYPAL HOLDINGS INC | 3.6% | New | 931,198 | $89.2M |
| BABA ALIBABA GROUP HOLDING-SP ADR | 3.2% | Added +709.2% | 412,105 | $80.1M |
| ABX BARRICK GOLD CORP | 3.2% | Held | 4,271,600 | $78.3M |
| RETAEUR REATA PHARMACEUTICALS INC-A | 3.1% | Added +24.6% | 531,878 | $76.8M |
| General Electric Co | 2.6% | Reduced −52.2% | 7,965,928 | $63.2M |
| ABT ABBOTT LABORATORIES | 2.5% | Reduced −13.6% | 791,300 | $62.4M |
| HD HOME DEPOT INC | 2.3% | Reduced −21.6% | 309,100 | $57.7M |
| SE SEA LTD-ADR | 2.1% | Reduced −32.8% | 1,173,938 | $52.0M |
| FIS FIDELITY NATIONAL INFO SERV | 1.7% | Added +90.1% | 345,288 | $42.0M |
| ALNY ALNYLAM PHARMACEUTICALS INC | 1.6% | Added +217.1% | 368,419 | $40.1M |
| IQV IQVIA HOLDINGS INC | 1.3% | New | 302,855 | $32.7M |
| QCOM QUALCOMM INC | 1.3% | New | 472,150 | $31.9M |
| NOW SERVICENOW INC | 1.3% | Added +37.9% | 110,030 | $31.5M |
| JD JD.COM INC-ADR | 1.0% | Added +436.4% | 579,894 | $23.5M |
| DISH DISH NETWORK CORP-A | 0.8% | Held | 966,100 | $19.3M |
| ADBE ADOBE INC | 0.8% | Added +95.9% | 59,930 | $19.1M |
| INDA ISHARES MSCI INDIA ETF | 0.7% | Reduced −78.2% | 750,450 | $18.1M |
| TAL TAL EDUCATION GROUP- ADR | 0.7% | New | 312,300 | $16.6M |
| TCDAEUR TRICIDA INC | 0.6% | Held | 688,344 | $15.1M |
| COUPEUR COUPA SOFTWARE INC | 0.5% | Reduced −39.1% | 94,000 | $13.1M |
| 2U Inc | 0.4% | Reduced −18.1% | 444,748 | $9.4M |
| FCX FREEPORT-MCMORAN INC | 0.4% | Reduced −69.6% | 1,391,700 | $9.4M |
| CRWD CROWDSTRIKE HOLDINGS INC - A | 0.4% | Added +98.9% | 159,040 | $8.9M |
| New Oriental Ed & Tech Grp I | 0.4% | New | 80,230 | $8.7M |
| SONY SONY GROUP CORP - SP ADR | 0.4% | Reduced −35.1% | 146,400 | $8.7M |
| LVS LAS VEGAS SANDS CORP | 0.3% | New | 176,168 | $7.5M |
| NXTCEUR NEXTCURE INC | 0.2% | Held | 141,459 | $5.2M |
| PLANUSD ANAPLAN INC | 0.2% | Reduced −35.0% | 170,763 | $5.2M |
| FLEX FLEX LTD | 0.2% | Added +36.9% | 458,790 | $3.8M |
| General Electric Co CALL | 0.1% | Held | 420,700 | $3.3M |
| DIS CALL WALT DISNEY CO | 0.1% | New | 29,900 | $2.9M |
| TWLO TWILIO INC - A | 0.1% | Reduced −71.1% | 26,558 | $2.4M |
| FSLY FASTLY INC - CLASS A | 0.1% | Held | 116,036 | $2.2M |
| TME TENCENT MUSIC ENTERTAINM-ADR | 0.1% | New | 213,775 | $2.2M |
| XP XP INC - CLASS A | 0.0% | Held | 50,000 | $965K |
| DDOG DATADOG INC - CLASS A | 0.0% | Held | 25,810 | $929K |
| LKNCY LUCKIN COFFEE INC - ADR | 0.0% | New | 21,276 | $578K |
| I2EUR INTELSAT SA | 0.0% | Held | 25,000 | $38K |
| UBER CALL UBER TECHNOLOGIES INC | 0.0% | Reduced −100.0% | 400 | $11K |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| IWM ISHARES RUSSELL 2000 ETF | 1,550,100 | $256.8M |
| EEM ISHARES MSCI EMERGING MARKET | 4,065,100 | $182.4M |
| JPM JPMORGAN CHASE & CO | 1,286,900 | $179.4M |
| IWM CALL ISHARES RUSSELL 2000 ETF | 525,100 | $87.0M |
| HDB HDFC BANK LTD-ADR | 1,286,100 | $81.5M |
| FDX FEDEX CORP | 336,950 | $51.0M |
| MDCOUSD MEDICINES COMPANY | 585,500 | $49.7M |
| PNC PNC FINANCIAL SERVICES GROUP | 296,300 | $47.3M |
| WFC WELLS FARGO & CO | 867,900 | $46.7M |
| AEM AGNICO EAGLE MINES LTD | 747,500 | $46.1M |
| MPC MARATHON PETROLEUM CORP | 735,000 | $44.3M |
| SNAP SNAP INC - A | 1,957,600 | $32.0M |
| BAC BANK OF AMERICA CORP | 759,700 | $26.8M |
| EA* ELECTRONIC ARTS INC | 161,500 | $17.4M |
| FTSVEUR FORTY SEVEN INC | 385,026 | $15.2M |
| UBER UBER TECHNOLOGIES INC | 483,279 | $14.4M |
| AYXEUR ALTERYX INC - CLASS A | 110,337 | $11.0M |
| MELI MERCADOLIBRE INC | 15,788 | $9.0M |
| Z ZILLOW GROUP INC - C | 169,386 | $7.8M |
| NKTREUR NEKTAR THERAPEUTICS | 310,579 | $6.7M |
| MU MICRON TECHNOLOGY INC | 93,009 | $5.0M |
| NXPI NXP SEMICONDUCTORS NV | 35,614 | $4.5M |
| ZM ZOOM COMMUNICATIONS INC | 61,700 | $4.2M |
| RP REALPAGE INC | 64,358 | $3.5M |
| SMARGBP SMARTSHEET INC-CLASS A | 56,342 | $2.5M |
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.