Duquesne Family Office LLC
Stanley Druckenmiller · As of Q2 2018 · filed Aug 14, 2018
| MSFT MICROSOFT CORP | 14.2% | Added +22.9% | 2,986,800 | $294.5M |
| AMZN AMAZON.COM INC | 12.7% | Reduced −9.1% | 155,253 | $263.9M |
| CRM SALESFORCE INC | 11.2% | Held | 1,705,300 | $232.6M |
| GOOGL ALPHABET INC-CL A | 9.3% | Reduced −34.2% | 170,400 | $192.4M |
| META META PLATFORMS INC-CLASS A | 8.6% | New | 918,000 | $178.4M |
| BABA ALIBABA GROUP HOLDING-SP ADR | 7.2% | Added +22.3% | 804,300 | $149.2M |
| GILD GILEAD SCIENCES INC | 4.1% | New | 1,205,300 | $85.4M |
| WDAY WORKDAY INC-CLASS A | 3.8% | Added +14.3% | 650,500 | $78.8M |
| NFLX NETFLIX INC | 3.6% | Held | 189,700 | $74.3M |
| OSVEUR VANECK VECTORS OIL SERVICES | 2.1% | New | 1,680,200 | $44.1M |
| STMP STAMPS.COM INC | 1.9% | Reduced −2.2% | 154,600 | $39.1M |
| MPC MARATHON PETROLEUM CORP | 1.7% | New | 496,400 | $34.8M |
| SPLKCHF SPLUNK INC | 1.6% | New | 342,600 | $34.0M |
| ADSK AUTODESK INC | 1.6% | New | 254,300 | $33.3M |
| DVN DEVON ENERGY CORP | 1.6% | New | 740,700 | $32.6M |
| ADBE ADOBE INC | 1.4% | Held | 122,500 | $29.9M |
| AIY ACTIVISION BLIZZARD INC | 1.2% | New | 337,200 | $25.7M |
| TAL TAL EDUCATION GROUP- ADR | 1.2% | Held | 682,000 | $25.1M |
| XLE SS ENERGY SELECT SECTOR | 1.2% | New | 325,600 | $24.7M |
| HD HOME DEPOT INC | 1.2% | New | 126,500 | $24.7M |
| ACIU AC IMMUNE SA | 1.1% | Held | 2,388,700 | $22.3M |
| CLVSEUR CLOVIS ONCOLOGY INC | 1.1% | New | 482,000 | $21.9M |
| IBB ISHARES BIOTECHNOLOGY ETF | 1.0% | New | 183,900 | $20.3M |
| CTRPUSD CTRIP.COM INTERNATIONAL-ADR | 1.0% | Added +37.7% | 421,100 | $20.1M |
| XYZ BLOCK INC | 0.7% | New | 247,000 | $15.2M |
| EA* ELECTRONIC ARTS INC | 0.7% | New | 107,600 | $15.2M |
| FCX FREEPORT-MCMORAN INC | 0.7% | New | 858,000 | $14.8M |
| COUPEUR COUPA SOFTWARE INC | 0.5% | New | 164,900 | $10.3M |
| CVE CENOVUS ENERGY INC | 0.5% | New | 986,300 | $10.2M |
| NBREUR NABORS INDUSTRIES LTD | 0.4% | New | 1,176,000 | $7.5M |
| PAGS PAGSEGURO DIGITAL LTD-CL A | 0.3% | Added +514.3% | 215,000 | $6.0M |
| ITCIEUR INTRA-CELLULAR THERAPIES INC | 0.3% | Held | 296,986 | $5.2M |
| MELI MERCADOLIBRE INC | 0.2% | New | 16,900 | $5.1M |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| INTC INTEL CORP | 2,462,600 | $128.3M |
| NKTREUR NEKTAR THERAPEUTICS | 1,192,300 | $126.7M |
| MU MICRON TECHNOLOGY INC | 2,187,500 | $114.1M |
| JD JD.COM INC-ADR | 1,783,000 | $72.2M |
| QCOM QUALCOMM INC | 411,000 | $22.8M |
| NBIS NEBIUS GROUP NV | 304,000 | $12.0M |
| VIPS VIPSHOP HOLDINGS LTD - ADR | 572,800 | $9.5M |
| STL STERLING BANCORP/DE | 401,600 | $9.1M |
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.