Duquesne Family Office LLC
Stanley Druckenmiller · As of Q1 2022 · filed May 16, 2022
| CPNG COUPANG INC | 14.9% | Added +9.4% | 19,434,307 | $343.6M |
| MSFT MICROSOFT CORP | 13.6% | Added +27.5% | 1,020,305 | $314.6M |
| FCX FREEPORT-MCMORAN INC | 10.4% | Held | 4,836,809 | $240.6M |
| AMZN AMAZON.COM INC | 8.6% | Added +7.2% | 60,997 | $198.8M |
| CVX CHEVRON CORP | 6.8% | Added +17.0% | 964,880 | $157.1M |
| TMUS T-MOBILE US INC | 5.0% | Added +11.9% | 891,207 | $114.4M |
| SPY PUT SS SPDR S&P 500 ETF TRUST-US | 4.7% | New | 239,600 | $108.2M |
| TECK TECK RESOURCES LTD-CLS B | 4.2% | New | 2,420,125 | $97.7M |
| WSC WILLSCOT HOLDINGS CORP | 3.3% | Added +28.3% | 1,927,271 | $75.4M |
| KBR KBR INC | 2.9% | Added +16.0% | 1,201,903 | $65.8M |
| SMARGBP SMARTSHEET INC-CLASS A | 2.3% | Added +146.6% | 961,722 | $52.7M |
| CTRA COTERRA ENERGY INC | 2.1% | New | 1,776,000 | $47.9M |
| PLTR PALANTIR TECHNOLOGIES INC-A | 2.0% | Added +104.6% | 3,340,537 | $45.9M |
| PRCT PROCEPT BIOROBOTICS CORP | 1.7% | Reduced −32.1% | 1,128,041 | $39.5M |
| BKNG BOOKING HOLDINGS INC | 1.5% | Reduced −65.6% | 14,778 | $34.7M |
| PXDEUR PIONEER NATURAL RESOURCES CO | 1.4% | New | 130,375 | $32.6M |
| PNC PNC FINANCIAL SERVICES GROUP | 1.3% | New | 168,726 | $31.1M |
| OPCH OPTION CARE HEALTH INC | 1.1% | Reduced −27.5% | 863,148 | $24.7M |
| CVE CENOVUS ENERGY INC | 1.0% | New | 1,438,375 | $24.0M |
| ZEN1EUR ZENDESK INC | 0.9% | New | 167,660 | $20.2M |
| WDAY WORKDAY INC-CLASS A | 0.9% | New | 82,500 | $19.8M |
| GLBE GLOBAL-E ONLINE LTD | 0.8% | New | 575,630 | $19.4M |
| NYT NEW YORK TIMES CO-A | 0.8% | New | 409,325 | $18.8M |
| AR ANTERO RESOURCES CORP | 0.7% | New | 491,800 | $15.0M |
| PLANUSD ANAPLAN INC | 0.6% | New | 211,315 | $13.7M |
| EXPE EXPEDIA GROUP INC | 0.5% | Reduced −63.3% | 56,565 | $11.1M |
| ALNY ALNYLAM PHARMACEUTICALS INC | 0.5% | New | 63,945 | $10.4M |
| OSCR OSCAR HEALTH INC - CLASS A | 0.4% | Held | 994,289 | $9.9M |
| NFLX NETFLIX INC | 0.4% | New | 26,240 | $9.8M |
| PSX PHILLIPS 66 | 0.4% | New | 113,335 | $9.8M |
| SEDG SOLAREDGE TECHNOLOGIES INC | 0.4% | New | 29,900 | $9.6M |
| MOS MOSAIC CO | 0.4% | New | 143,825 | $9.6M |
| LVS CALL LAS VEGAS SANDS CORP | 0.4% | Held | 230,000 | $8.9M |
| IHS IHS HOLDING LTD | 0.4% | Held | 771,096 | $8.5M |
| SNAP SNAP INC - A | 0.4% | Reduced −83.7% | 235,440 | $8.5M |
| ABCL ABCELLERA BIOLOGICS INC | 0.3% | Held | 659,750 | $6.4M |
| SE SEA LTD-ADR | 0.3% | Reduced −53.8% | 48,396 | $5.8M |
| EWZ ISHARES MSCI BRAZIL ETF | 0.2% | New | 144,565 | $5.5M |
| RUN SUNRUN INC | 0.2% | Held | 178,450 | $5.4M |
| BTI BRITISH AMERICAN TOB-SP ADR | 0.2% | Reduced −8.8% | 120,950 | $5.1M |
| FLEX FLEX LTD | 0.2% | Reduced −90.5% | 240,666 | $4.5M |
| DISH DISH NETWORK CORP-A | 0.2% | Reduced −80.3% | 112,400 | $3.6M |
| COMP COMPASS INC - CLASS A | 0.1% | Held | 399,100 | $3.1M |
| CCC CCC INTELLIGENT SOLUTIONS HO | 0.1% | Held | 281,879 | $3.1M |
| CRBU CARIBOU BIOSCIENCES INC | 0.1% | Held | 271,430 | $2.5M |
| OPEN OPENDOOR TECHNOLOGIES INC | 0.1% | Held | 233,000 | $2.0M |
| RXRX RECURSION PHARMACEUTICALS-A | 0.1% | Added +5.3% | 273,650 | $2.0M |
| RETAEUR REATA PHARMACEUTICALS INC-A | 0.1% | Reduced −85.5% | 58,997 | $1.9M |
| ACAD ACADIA PHARMACEUTICALS INC | 0.1% | Held | 74,400 | $1.8M |
| Cazoo Group Ltd | 0.0% | Held | 140,100 | $387K |
| SNSEEUR SENSEI BIOTHERAPEUTICS INC | 0.0% | Held | 100,000 | $231K |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| GOOGL ALPHABET INC-CL A | 94,414 | $273.5M |
| PANW PALO ALTO NETWORKS INC | 229,500 | $127.8M |
| CVNA CARVANA CO | 522,127 | $121.0M |
| ABNB AIRBNB INC-CLASS A | 496,861 | $82.7M |
| SBUX STARBUCKS CORP | 361,990 | $42.3M |
| LYV LIVE NATION ENTERTAINMENT IN | 244,590 | $29.3M |
| IR INGERSOLL-RAND INC | 333,295 | $20.6M |
| COUPEUR COUPA SOFTWARE INC | 129,399 | $20.5M |
| GWRE GUIDEWIRE SOFTWARE INC | 88,250 | $10.0M |
| TASK TASKUS INC-A | 181,000 | $9.8M |
| LAD LITHIA MOTORS INC | 29,081 | $8.6M |
| OLLI OLLIE'S BARGAIN OUTLET HOLDI | 158,200 | $8.1M |
| IOT SAMSARA INC-CL A | 272,700 | $7.7M |
| LMT LOCKHEED MARTIN CORP | 14,450 | $5.1M |
| FSLY FASTLY INC - CLASS A | 130,685 | $4.6M |
| S SENTINELONE INC -CLASS A | 60,000 | $3.0M |
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.