Duquesne Family Office LLC
Stanley Druckenmiller · As of Q2 2017 · filed Aug 14, 2017
| MSFT MICROSOFT CORP | 9.7% | Added +62.1% | 2,632,100 | $181.4M |
| META META PLATFORMS INC-CLASS A | 8.8% | Added +167.0% | 1,083,600 | $163.6M |
| GOOGL ALPHABET INC-CL A | 8.7% | Added +74.0% | 174,650 | $162.4M |
| Priceline Grp Inc | 6.3% | Added +54.6% | 62,930 | $117.7M |
| AMZN AMAZON.COM INC | 6.2% | Added +68.8% | 120,003 | $116.2M |
| BABA ALIBABA GROUP HOLDING-SP ADR | 5.4% | New | 710,200 | $100.1M |
| CRM SALESFORCE INC | 5.0% | Added +12.1% | 1,081,600 | $93.7M |
| CMCSA COMCAST CORP-CLASS A | 4.1% | Added +186.8% | 1,968,400 | $76.6M |
| CTRPUSD CTRIP.COM INTERNATIONAL-ADR | 4.1% | Added +54.8% | 1,412,200 | $76.1M |
| EA* ELECTRONIC ARTS INC | 4.0% | Added +24.4% | 713,900 | $75.5M |
| JD JD.COM INC-ADR | 2.9% | Added +113.0% | 1,358,800 | $53.3M |
| PYPL PAYPAL HOLDINGS INC | 2.7% | Added +61.2% | 925,200 | $49.7M |
| MRK MERCK & CO. INC. | 2.6% | New | 755,500 | $48.4M |
| EXPE EXPEDIA GROUP INC | 2.6% | Added +58.9% | 323,884 | $48.2M |
| NOW SERVICENOW INC | 2.4% | New | 428,000 | $45.4M |
| AIY ACTIVISION BLIZZARD INC | 2.2% | Added +32.9% | 714,100 | $41.1M |
| LVS LAS VEGAS SANDS CORP | 2.1% | Added +122.1% | 614,500 | $39.3M |
| ADSK AUTODESK INC | 1.9% | Added +119.6% | 347,800 | $35.1M |
| POT1EUR POTASH CORP OF SASKATCHEWAN | 1.8% | Held | 2,093,500 | $34.1M |
| NTES NETEASE INC-ADR | 1.4% | Added +64.5% | 85,700 | $25.8M |
| IBB ISHARES BIOTECHNOLOGY ETF | 1.4% | New | 82,400 | $25.6M |
| PTC PTC INC | 1.3% | Reduced −45.8% | 449,600 | $24.8M |
| WDAY WORKDAY INC-CLASS A | 1.3% | Added +7.3% | 250,300 | $24.3M |
| YUMC YUM CHINA HOLDINGS INC | 1.3% | New | 597,200 | $23.5M |
| NKTREUR NEKTAR THERAPEUTICS | 1.2% | Added +75.2% | 1,166,100 | $22.8M |
| ACIU AC IMMUNE SA | 1.1% | Held | 2,388,700 | $21.0M |
| DAL DELTA AIR LINES INC | 1.1% | New | 391,000 | $21.0M |
| V VISA INC-CLASS A SHARES | 1.1% | New | 216,400 | $20.3M |
| AAL AMERICAN AIRLINES GROUP INC | 1.1% | Added +96.9% | 400,000 | $20.1M |
| MA MASTERCARD INC - A | 1.1% | New | 165,200 | $20.1M |
| UAL UNITED AIRLINES HOLDINGS INC | 1.0% | Added +85.0% | 243,500 | $18.3M |
| SBAC SBA COMMUNICATIONS CORP | 0.8% | New | 112,000 | $15.1M |
| CCI CROWN CASTLE INC | 0.8% | New | 148,000 | $14.8M |
| HDB HDFC BANK LTD-ADR | 0.6% | New | 128,200 | $11.2M |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| LYB LYONDELLBASELL INDU-CL A | 1,158,300 | $105.6M |
| EEM ISHARES MSCI EMERGING MARKET | 2,499,000 | $98.4M |
| ABX BARRICK GOLD CORP | 2,850,000 | $54.1M |
| BAC BANK OF AMERICA CORP | 2,110,300 | $49.8M |
| AA ALCOA CORP | 1,370,511 | $47.1M |
| AEM AGNICO EAGLE MINES LTD | 882,900 | $37.5M |
| PXDEUR PIONEER NATURAL RESOURCES CO | 128,600 | $23.9M |
| CTRA COTERRA ENERGY INC | 955,588 | $22.8M |
| LNG CHENIERE ENERGY INC | 446,145 | $21.1M |
| SYMCEUR SYMANTEC CORP | 551,500 | $16.9M |
| TMUS T-MOBILE US INC | 242,700 | $15.7M |
| ROK ROCKWELL AUTOMATION INC | 99,000 | $15.4M |
| HAL HALLIBURTON CO | 301,600 | $14.8M |
| VMC VULCAN MATERIALS CO | 122,000 | $14.7M |
| Sprint Corp | 1,663,500 | $14.4M |
| AZPNUSD ASPEN TECHNOLOGY INC | 209,900 | $12.4M |
| NFLX NETFLIX INC | 70,600 | $10.4M |
| CELG CELGENE CORP | 82,400 | $10.3M |
| WMB WILLIAMS COS INC | 327,300 | $9.7M |
| NUE NUCOR CORP | 157,000 | $9.4M |
| P EVERPURE INC-A | 926,133 | $9.1M |
| TWTR TWITTER INC | 605,000 | $9.0M |
| EQT EQT CORP | 142,200 | $8.7M |
| RICEEUR EQT RE MERGER SUB INC | 326,455 | $7.7M |
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.