Duquesne Family Office LLC
Stanley Druckenmiller · As of Q2 2019 · filed Aug 14, 2019
| MSFT MICROSOFT CORP | 20.8% | Added +1.1% | 5,226,193 | $700.1M |
| AMZN AMAZON.COM INC | 7.1% | Added +10.4% | 125,527 | $237.7M |
| NFLX NETFLIX INC | 5.8% | Reduced −1.1% | 534,160 | $196.2M |
| BABA ALIBABA GROUP HOLDING-SP ADR | 5.2% | Added +11.8% | 1,038,393 | $176.0M |
| ADBE ADOBE INC | 4.5% | Reduced −19.4% | 515,971 | $152.0M |
| UBER UBER TECHNOLOGIES INC | 3.7% | New | 2,689,840 | $124.8M |
| MELI MERCADOLIBRE INC | 3.5% | Added +6.3% | 194,913 | $119.2M |
| EEM ISHARES MSCI EMERGING MARKET | 3.1% | Reduced −65.7% | 2,410,500 | $103.4M |
| WDAY WORKDAY INC-CLASS A | 3.0% | Reduced −5.9% | 493,787 | $101.5M |
| HD HOME DEPOT INC | 2.8% | Added +17.2% | 453,900 | $94.4M |
| COUPEUR COUPA SOFTWARE INC | 2.6% | Reduced −13.6% | 693,306 | $87.8M |
| AIY ACTIVISION BLIZZARD INC | 2.4% | Added +59.8% | 1,744,075 | $82.3M |
| ABT ABBOTT LABORATORIES | 2.3% | Reduced −36.4% | 916,300 | $77.1M |
| SNAP SNAP INC - A | 2.2% | Added +322.1% | 5,234,631 | $74.9M |
| CRM SALESFORCE INC | 2.2% | New | 482,103 | $73.1M |
| PCG P G & E CORP | 2.1% | New | 3,051,300 | $69.9M |
| General Electric Co | 1.9% | Reduced −0.8% | 6,190,650 | $65.0M |
| ILMN ILLUMINA INC | 1.9% | Reduced −0.6% | 170,800 | $62.9M |
| ABX BARRICK GOLD CORP | 1.9% | New | 3,980,100 | $62.8M |
| MA MASTERCARD INC - A | 1.8% | Reduced −1.8% | 234,000 | $61.9M |
| FIS FIDELITY NATIONAL INFO SERV | 1.8% | Added +26.5% | 493,237 | $60.5M |
| V VISA INC-CLASS A SHARES | 1.8% | Reduced −1.8% | 344,700 | $59.8M |
| TMUS T-MOBILE US INC | 1.7% | Reduced −60.0% | 765,600 | $56.8M |
| NOW SERVICENOW INC | 1.6% | Added +48.0% | 200,580 | $55.1M |
| PYPL PAYPAL HOLDINGS INC | 1.6% | Reduced −40.4% | 481,100 | $55.1M |
| SE SEA LTD-ADR | 1.6% | Added +7446.7% | 1,599,905 | $53.1M |
| JD JD.COM INC-ADR | 1.2% | New | 1,299,213 | $39.4M |
| MRK MERCK & CO. INC. | 1.2% | Added +75.4% | 467,200 | $39.2M |
| I2EUR INTELSAT SA | 0.8% | New | 1,364,570 | $26.5M |
| MPC MARATHON PETROLEUM CORP | 0.7% | Reduced −24.2% | 410,100 | $22.9M |
| AEM AGNICO EAGLE MINES LTD | 0.6% | New | 419,400 | $21.5M |
| XYZ BLOCK INC | 0.6% | New | 293,838 | $21.3M |
| INCY INCYTE CORP | 0.5% | Held | 202,400 | $17.2M |
| NFE NEW FORTRESS ENERGY INC | 0.4% | Held | 1,200,000 | $14.1M |
| MRKTEUR IHS MARKIT LTD | 0.4% | Reduced −23.1% | 188,000 | $12.0M |
| CTRA COTERRA ENERGY INC | 0.3% | Held | 395,500 | $9.1M |
| MU MICRON TECHNOLOGY INC | 0.3% | Reduced −52.0% | 230,613 | $8.9M |
| PANW PALO ALTO NETWORKS INC | 0.2% | New | 40,700 | $8.3M |
| META META PLATFORMS INC-CLASS A | 0.2% | Reduced −43.3% | 34,941 | $6.7M |
| JD PUT JD.COM INC-ADR | 0.2% | New | 200,000 | $6.1M |
| DOCU DOCUSIGN INC | 0.2% | Reduced −65.7% | 113,700 | $5.7M |
| FLT1EUR FLEETCOR TECHNOLOGIES INC | 0.1% | Added +20.9% | 17,660 | $5.0M |
| LNG CHENIERE ENERGY INC | 0.1% | Reduced −88.8% | 68,530 | $4.7M |
| RP REALPAGE INC | 0.1% | Added +27.4% | 74,750 | $4.4M |
| ADSK AUTODESK INC | 0.1% | Reduced −24.1% | 23,762 | $3.9M |
| EXP EAGLE MATERIALS INC | 0.1% | Added +30.8% | 40,150 | $3.7M |
| FOXA FOX CORP - CLASS A | 0.1% | New | 84,655 | $3.1M |
| ZEN1EUR ZENDESK INC | 0.1% | New | 34,102 | $3.0M |
| AYXEUR ALTERYX INC - CLASS A | 0.1% | New | 22,373 | $2.4M |
| SPOT SPOTIFY TECHNOLOGY SA | 0.1% | Reduced −91.2% | 13,967 | $2.0M |
| SONY SONY GROUP CORP - SP ADR | 0.1% | New | 38,670 | $2.0M |
| TWLO TWILIO INC - A | 0.1% | Reduced −53.5% | 14,640 | $2.0M |
| W WAYFAIR INC- CLASS A | 0.1% | New | 12,505 | $1.8M |
| SMARGBP SMARTSHEET INC-CLASS A | 0.1% | New | 36,740 | $1.8M |
| NXPI NXP SEMICONDUCTORS NV | 0.0% | New | 15,725 | $1.5M |
| VEEV VEEVA SYSTEMS INC-CLASS A | 0.0% | New | 8,795 | $1.4M |
| Atlassian Corp Plc | 0.0% | Reduced −78.5% | 10,035 | $1.3M |
| Z ZILLOW GROUP INC - C | 0.0% | New | 23,200 | $1.1M |
| QRVO QORVO INC | 0.0% | New | 11,675 | $778K |
| SAILEUR SAILPOINT TECHNOLOGIES HOLDI | 0.0% | Held | 33,870 | $679K |
| Sprint Corporation | 0.0% | Reduced −95.7% | 66,610 | $438K |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| IBB ISHARES BIOTECHNOLOGY ETF | 791,200 | $88.5M |
| GOOGL ALPHABET INC-CL A | 73,069 | $86.0M |
| ISRG INTUITIVE SURGICAL INC | 131,100 | $74.8M |
| QCOM QUALCOMM INC | 948,100 | $54.1M |
| A AGILENT TECHNOLOGIES INC | 478,800 | $38.5M |
| XLNXEUR XILINX INC | 224,000 | $28.4M |
| ADI ANALOG DEVICES INC | 222,625 | $23.4M |
| DATA TABLEAU SOFTWARE INC-CL A | 183,405 | $23.3M |
| POST POST HOLDINGS INC | 204,000 | $22.3M |
| HO1 HOLOGIC INC | 336,700 | $16.3M |
| SPLKCHF SPLUNK INC | 115,500 | $14.4M |
| SW5 SOUTHWESTERN ENERGY CO | 2,257,700 | $10.6M |
| RRC RANGE RESOURCES CORP | 844,500 | $9.5M |
| ACIU AC IMMUNE SA | 1,324,935 | $6.7M |
| NOK NOKIA CORP-SPON ADR | 731,000 | $4.2M |
| OKTA OKTA INC | 25,807 | $2.1M |
| Carbon Black Inc | 105,525 | $1.5M |
| WP WORLDPAY INC-CLASS A | 10,120 | $1.1M |
| EPAYEUR BOTTOMLINE TECHNOLOGIES (DE) | 10,200 | $511K |
| GOOS CANADA GOOSE HOLDINGS INC | 9,550 | $459K |
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.