Duquesne Family Office LLC
Stanley Druckenmiller · As of Q2 2020 · filed Aug 14, 2020
| MSFT MICROSOFT CORP | 11.2% | Added +62.9% | 1,799,825 | $366.3M |
| AMZN AMAZON.COM INC | 7.2% | Reduced −52.8% | 85,235 | $235.1M |
| TMUS T-MOBILE US INC | 5.0% | New | 1,571,324 | $163.7M |
| JPM JPMORGAN CHASE & CO | 4.6% | New | 1,611,940 | $151.6M |
| NFLX NETFLIX INC | 4.3% | Reduced −63.4% | 309,477 | $140.8M |
| PYPL PAYPAL HOLDINGS INC | 4.1% | Reduced −17.5% | 768,510 | $133.9M |
| WDAY WORKDAY INC-CLASS A | 4.0% | Reduced −57.8% | 696,230 | $130.4M |
| GOOGL ALPHABET INC-CL A | 3.8% | Reduced −38.1% | 86,502 | $122.7M |
| XBI SS SPDR S&P BIOTECH ETF | 3.8% | New | 1,095,200 | $122.6M |
| ABX BARRICK GOLD CORP | 3.5% | Held | 4,271,600 | $115.1M |
| SE SEA LTD-ADR | 3.3% | Reduced −15.6% | 990,437 | $106.2M |
| BABA ALIBABA GROUP HOLDING-SP ADR | 2.9% | Added +5.5% | 434,601 | $93.7M |
| JD JD.COM INC-ADR | 2.7% | Added +157.4% | 1,492,740 | $89.8M |
| RETAEUR REATA PHARMACEUTICALS INC-A | 2.5% | Added +0.2% | 532,878 | $83.1M |
| HD HOME DEPOT INC | 2.4% | Held | 309,100 | $77.4M |
| FCX FREEPORT-MCMORAN INC | 2.3% | Added +364.6% | 6,466,200 | $74.8M |
| SBUX STARBUCKS CORP | 2.0% | New | 905,915 | $66.7M |
| BKNG BOOKING HOLDINGS INC | 1.8% | New | 37,360 | $59.5M |
| ALNY ALNYLAM PHARMACEUTICALS INC | 1.7% | Held | 368,419 | $54.6M |
| META META PLATFORMS INC-CLASS A | 1.6% | Reduced −81.3% | 231,998 | $52.7M |
| SMARGBP SMARTSHEET INC-CLASS A | 1.6% | New | 1,016,955 | $51.8M |
| CCL1EUR CARNIVAL CORP LTD | 1.4% | New | 2,798,725 | $46.0M |
| WFC WELLS FARGO & CO | 1.2% | New | 1,548,500 | $39.6M |
| LYV LIVE NATION ENTERTAINMENT IN | 1.1% | New | 829,051 | $36.8M |
| CB CHUBB LTD | 1.1% | New | 282,625 | $35.8M |
| MELI MERCADOLIBRE INC | 1.1% | New | 35,705 | $35.2M |
| INSM INSMED INC | 1.0% | New | 1,227,400 | $33.8M |
| PENN PENN ENTERTAINMENT INC | 1.0% | New | 1,046,794 | $32.0M |
| General Electric Co | 0.9% | Reduced −45.1% | 4,375,778 | $29.9M |
| SRPT SAREPTA THERAPEUTICS INC | 0.8% | New | 169,350 | $27.2M |
| FSLY FASTLY INC - CLASS A | 0.8% | Added +155.6% | 296,593 | $25.2M |
| REGN REGENERON PHARMACEUTICALS | 0.7% | New | 38,700 | $24.1M |
| BMRN BIOMARIN PHARMACEUTICAL INC | 0.7% | New | 192,700 | $23.8M |
| WEN WENDY'S CO | 0.7% | New | 1,032,909 | $22.5M |
| FIS FIDELITY NATIONAL INFO SERV | 0.7% | Reduced −51.5% | 167,580 | $22.5M |
| TAL TAL EDUCATION GROUP- ADR | 0.7% | Held | 312,300 | $21.4M |
| AZO AUTOZONE INC | 0.7% | New | 18,900 | $21.3M |
| MAR MARRIOTT INTERNATIONAL -CL A | 0.6% | New | 247,264 | $21.2M |
| CRWD CROWDSTRIKE HOLDINGS INC - A | 0.6% | Added +19.2% | 189,503 | $19.0M |
| TCDAEUR TRICIDA INC | 0.6% | Held | 688,344 | $18.9M |
| AIY ACTIVISION BLIZZARD INC | 0.5% | Reduced −86.5% | 211,290 | $16.0M |
| DIS WALT DISNEY CO | 0.5% | New | 143,300 | $16.0M |
| SYF SYNCHRONY FINANCIAL | 0.5% | New | 703,013 | $15.6M |
| ZBH ZIMMER BIOMET HOLDINGS INC | 0.4% | New | 122,150 | $14.6M |
| BNTX BIONTECH SE-ADR | 0.4% | New | 204,450 | $13.6M |
| DISH DISH NETWORK CORP-A | 0.4% | Reduced −59.4% | 392,679 | $13.6M |
| YUM YUM! BRANDS INC | 0.4% | New | 151,124 | $13.1M |
| LEN LENNAR CORP-A | 0.3% | New | 184,872 | $11.4M |
| IQV IQVIA HOLDINGS INC | 0.3% | Reduced −76.3% | 71,710 | $10.2M |
| FLT1EUR FLEETCOR TECHNOLOGIES INC | 0.3% | New | 39,600 | $10.0M |
| PLANUSD ANAPLAN INC | 0.3% | Added +24.6% | 212,716 | $9.6M |
| DKNG1USD DRAFTKINGS HOLDINGS INC | 0.3% | New | 278,000 | $9.2M |
| DAL DELTA AIR LINES INC | 0.3% | New | 325,050 | $9.1M |
| VZ VERIZON COMMUNICATIONS INC | 0.3% | New | 160,675 | $8.9M |
| USB US BANCORP | 0.3% | New | 231,500 | $8.5M |
| FLEX FLEX LTD | 0.2% | Added +55.0% | 711,240 | $7.3M |
| GWRE GUIDEWIRE SOFTWARE INC | 0.2% | New | 58,150 | $6.4M |
| KMX CARMAX INC | 0.2% | New | 62,695 | $5.6M |
| BILL BILL HOLDINGS INC | 0.2% | New | 59,205 | $5.3M |
| OMF ONEMAIN HOLDINGS INC | 0.2% | New | 209,265 | $5.1M |
| ONC BEONE MEDICINES LTD-ADR | 0.2% | New | 26,180 | $4.9M |
| LVS LAS VEGAS SANDS CORP | 0.1% | Reduced −44.5% | 97,776 | $4.5M |
| DIS CALL WALT DISNEY CO | 0.1% | Held | 29,900 | $3.3M |
| NXTCEUR NEXTCURE INC | 0.1% | Held | 141,459 | $3.0M |
| F FORD MOTOR CO | 0.1% | New | 497,500 | $3.0M |
| DOCU DOCUSIGN INC | 0.1% | New | 17,535 | $3.0M |
| General Electric Co CALL | 0.1% | Held | 420,700 | $2.9M |
| DHI DR HORTON INC | 0.1% | New | 46,470 | $2.6M |
| PAG PENSKE AUTOMOTIVE GROUP INC | 0.0% | New | 40,000 | $1.5M |
| Vapotherm Inc | 0.0% | New | 23,635 | $969K |
| TMUSREUR T-MOBILE US INC - RIGHTS | 0.0% | New | 1,052,289 | $177K |
| I2EUR INTELSAT SA | 0.0% | Held | 25,000 | $14K |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| ABT ABBOTT LABORATORIES | 791,300 | $62.4M |
| QCOM QUALCOMM INC | 472,150 | $31.9M |
| NOW SERVICENOW INC | 110,030 | $31.5M |
| ADBE ADOBE INC | 59,930 | $19.1M |
| INDA ISHARES MSCI INDIA ETF | 750,450 | $18.1M |
| COUPEUR COUPA SOFTWARE INC | 94,000 | $13.1M |
| 2U Inc | 444,748 | $9.4M |
| New Oriental Ed & Tech Grp I | 80,230 | $8.7M |
| SONY SONY GROUP CORP - SP ADR | 146,400 | $8.7M |
| TWLO TWILIO INC - A | 26,558 | $2.4M |
| TME TENCENT MUSIC ENTERTAINM-ADR | 213,775 | $2.2M |
| XP XP INC - CLASS A | 50,000 | $965K |
| DDOG DATADOG INC - CLASS A | 25,810 | $929K |
| LKNCY LUCKIN COFFEE INC - ADR | 21,276 | $578K |
| UBER CALL UBER TECHNOLOGIES INC | 400 | $11K |
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.