Duquesne Family Office LLC
Stanley Druckenmiller · As of Q1 2021 · filed Nov 17, 2021
| CPNG COUPANG INC | 12.2% | New | 11,229,653 | $554.2M |
| MSFT MICROSOFT CORP | 11.1% | Reduced −19.3% | 2,128,753 | $501.9M |
| SBUX STARBUCKS CORP | 5.4% | Added +14.3% | 2,258,880 | $246.8M |
| AMZN AMAZON.COM INC | 5.2% | Reduced −8.6% | 75,648 | $234.1M |
| FCX FREEPORT-MCMORAN INC | 4.5% | Reduced −2.5% | 6,124,379 | $201.7M |
| TMUS T-MOBILE US INC | 4.4% | Reduced −32.1% | 1,588,140 | $199.0M |
| C CITIGROUP INC | 3.4% | New | 2,124,909 | $154.6M |
| PLTR PALANTIR TECHNOLOGIES INC-A | 3.1% | New | 5,983,992 | $139.4M |
| PANW PALO ALTO NETWORKS INC | 3.0% | Reduced −9.1% | 417,084 | $134.3M |
| SE SEA LTD-ADR | 2.9% | Reduced −23.8% | 583,082 | $130.2M |
| AFRM AFFIRM HOLDINGS INC | 2.2% | New | 1,378,692 | $97.5M |
| PENN PENN ENTERTAINMENT INC | 2.1% | Reduced −40.7% | 900,304 | $94.4M |
| TECK TECK RESOURCES LTD-CLS B | 1.9% | Added +38.9% | 4,551,060 | $87.3M |
| CMI CUMMINS INC | 1.9% | Added +48.1% | 324,725 | $84.1M |
| ON ON SEMICONDUCTOR | 1.7% | New | 1,841,239 | $76.6M |
| EXPE EXPEDIA GROUP INC | 1.7% | Added +63.9% | 443,094 | $76.3M |
| RETAEUR REATA PHARMACEUTICALS INC-A | 1.7% | Held | 749,897 | $74.8M |
| ABX BARRICK GOLD CORP | 1.6% | Held | 3,606,850 | $71.4M |
| BKNG BOOKING HOLDINGS INC | 1.5% | New | 29,904 | $69.7M |
| INTU INTUIT INC | 1.5% | New | 175,515 | $67.2M |
| GOOGL ALPHABET INC-CL A | 1.4% | Added +63.8% | 31,157 | $64.3M |
| MELI MERCADOLIBRE INC | 1.4% | Reduced −31.6% | 43,261 | $63.7M |
| BLDR BUILDERS FIRSTSOURCE INC | 1.3% | New | 1,315,579 | $61.0M |
| General Electric Co | 1.3% | Held | 4,375,778 | $57.5M |
| CVNA CARVANA CO | 1.2% | Reduced −56.0% | 213,867 | $56.1M |
| META META PLATFORMS INC-CLASS A | 1.2% | New | 185,414 | $54.6M |
| FLEX FLEX LTD | 1.1% | Added +61.6% | 2,801,260 | $51.3M |
| UBER UBER TECHNOLOGIES INC | 1.0% | Added +171.0% | 871,675 | $47.5M |
| TSM TAIWAN SEMICONDUCTOR-SP ADR | 1.0% | New | 391,475 | $46.3M |
| 99952EUR LINDE PLC/OLD | 1.0% | Added +10.0% | 159,185 | $44.6M |
| RUN SUNRUN INC | 0.9% | Held | 661,535 | $40.0M |
| JPM JPMORGAN CHASE & CO | 0.9% | New | 258,420 | $39.3M |
| CAT CATERPILLAR INC | 0.8% | New | 156,400 | $36.3M |
| AA ALCOA CORP | 0.8% | Held | 1,102,000 | $35.8M |
| ASHR XTRACKERS HARVEST CSI 300 CH | 0.8% | Held | 915,910 | $35.4M |
| USFD US FOODS HOLDING CORP | 0.7% | Added +466.4% | 890,415 | $33.9M |
| FHN FIRST HORIZON CORP | 0.7% | New | 1,954,150 | $33.0M |
| NUANEUR NUANCE COMMUNICATIONS INC | 0.7% | Reduced −74.3% | 747,851 | $32.6M |
| V VISA INC-CLASS A SHARES | 0.7% | New | 144,030 | $30.5M |
| FIS FIDELITY NATIONAL INFO SERV | 0.6% | New | 204,650 | $28.8M |
| MA MASTERCARD INC - A | 0.6% | New | 78,874 | $28.1M |
| OSCR OSCAR HEALTH INC - CLASS A | 0.6% | New | 994,289 | $26.7M |
| ABCL ABCELLERA BIOLOGICS INC | 0.5% | Held | 659,750 | $22.4M |
| VALE VALE SA-SP ADR | 0.5% | Added +86.2% | 1,286,612 | $22.4M |
| SYF SYNCHRONY FINANCIAL | 0.5% | New | 547,100 | $22.2M |
| FWONKUSD LIBERTY MEDIA CORP-LIBERTY-C | 0.5% | Held | 485,800 | $21.0M |
| FSLR FIRST SOLAR INC | 0.5% | Added +3.7% | 239,475 | $20.9M |
| NKTREUR NEKTAR THERAPEUTICS | 0.4% | New | 1,000,000 | $20.0M |
| KBR KBR INC | 0.4% | New | 516,057 | $19.8M |
| SNOW SNOWFLAKE INC | 0.4% | New | 84,745 | $19.4M |
| JD JD.COM INC-ADR | 0.4% | Held | 205,313 | $17.3M |
| PYPL PAYPAL HOLDINGS INC | 0.4% | Held | 67,188 | $16.3M |
| MU MICRON TECHNOLOGY INC | 0.4% | New | 183,726 | $16.2M |
| ARRY ARRAY TECHNOLOGIES INC | 0.3% | Held | 518,250 | $15.5M |
| SPAQUSD FISKER INC | 0.3% | New | 710,900 | $12.2M |
| OPCH OPTION CARE HEALTH INC | 0.3% | Added +68.8% | 656,568 | $11.6M |
| NET CLOUDFLARE INC - CLASS A | 0.2% | Reduced −87.8% | 96,738 | $6.8M |
| Canadian Pac Ry Ltd | 0.1% | New | 13,922 | $5.3M |
| STLD STEEL DYNAMICS INC | 0.1% | New | 97,700 | $5.0M |
| TIGR UP FINTECH HOLDING LTD - ADR | 0.1% | New | 274,635 | $4.9M |
| DISH CALL DISH NETWORK CORP-A | 0.1% | Reduced −70.1% | 112,400 | $4.1M |
| CCC CCC INTELLIGENT SOLUTIONS HO | 0.1% | New | 281,879 | $2.9M |
| SNSEEUR SENSEI BIOTHERAPEUTICS INC | 0.0% | New | 100,000 | $1.5M |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| DIS WALT DISNEY CO | 684,335 | $124.0M |
| NEE NEXTERA ENERGY INC | 779,800 | $60.2M |
| CCL1EUR CARNIVAL CORP LTD | 2,644,400 | $57.3M |
| IQV IQVIA HOLDINGS INC | 201,977 | $36.2M |
| ADI ANALOG DEVICES INC | 213,328 | $31.5M |
| WDAY WORKDAY INC-CLASS A | 119,082 | $28.5M |
| SMARGBP SMARTSHEET INC-CLASS A | 402,361 | $27.9M |
| SMH VANECK SEMICONDUCTOR ETF | 123,900 | $27.1M |
| NYT NEW YORK TIMES CO-A | 513,150 | $26.6M |
| ELAN ELANCO ANIMAL HEALTH INC | 623,975 | $19.1M |
| BMRN BIOMARIN PHARMACEUTICAL INC | 192,700 | $16.9M |
| CRWD CROWDSTRIKE HOLDINGS INC - A | 78,304 | $16.6M |
| LYV LIVE NATION ENTERTAINMENT IN | 214,350 | $15.8M |
| FSLY FASTLY INC - CLASS A | 157,078 | $13.7M |
| CYB CYBERARK SOFTWARE LTD/ISRAEL | 83,965 | $13.6M |
| CNQ CANADIAN NATURAL RESOURCES | 411,525 | $9.9M |
| AHC HESS CORP | 166,800 | $8.8M |
| Arco Platform Ltd Com | 236,460 | $8.4M |
| SAILEUR SAILPOINT TECHNOLOGIES HOLDI | 88,005 | $4.7M |
| General Electric Co CALL | 420,700 | $4.5M |
| Vapotherm Inc | 77,660 | $2.1M |
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.