Duquesne Family Office LLC
Stanley Druckenmiller · As of Q2 2021 · filed Nov 17, 2021
| CPNG COUPANG INC | 10.9% | Reduced −6.4% | 10,515,368 | $439.8M |
| MSFT MICROSOFT CORP | 10.1% | Reduced −29.2% | 1,508,016 | $408.5M |
| AMZN AMAZON.COM INC | 8.0% | Added +24.8% | 94,405 | $324.8M |
| SBUX STARBUCKS CORP | 6.4% | Added +2.1% | 2,306,245 | $257.9M |
| GOOGL ALPHABET INC-CL A | 5.5% | Added +192.1% | 91,009 | $222.2M |
| FCX FREEPORT-MCMORAN INC | 5.0% | Reduced −10.7% | 5,469,100 | $203.0M |
| TMUS T-MOBILE US INC | 4.6% | Reduced −18.8% | 1,289,235 | $186.7M |
| PANW PALO ALTO NETWORKS INC | 3.8% | Reduced −1.5% | 411,015 | $152.5M |
| CVNA CARVANA CO | 2.7% | Added +69.2% | 361,906 | $109.2M |
| PLTR PALANTIR TECHNOLOGIES INC-A | 2.6% | Reduced −32.9% | 4,013,692 | $105.8M |
| META META PLATFORMS INC-CLASS A | 2.3% | Added +47.0% | 272,488 | $94.7M |
| AFRM AFFIRM HOLDINGS INC | 2.3% | Held | 1,378,692 | $92.9M |
| NFLX NETFLIX INC | 2.3% | New | 172,215 | $91.0M |
| RETAEUR REATA PHARMACEUTICALS INC-A | 2.2% | Reduced −15.0% | 637,344 | $90.2M |
| ABNB AIRBNB INC-CLASS A | 2.1% | New | 561,831 | $86.0M |
| INTU INTUIT INC | 2.1% | Held | 175,515 | $86.0M |
| TECK TECK RESOURCES LTD-CLS B | 2.1% | Reduced −18.0% | 3,731,790 | $86.0M |
| EXPE EXPEDIA GROUP INC | 2.1% | Added +14.3% | 506,364 | $82.9M |
| CMI CUMMINS INC | 2.0% | Held | 324,725 | $79.2M |
| PENN PENN ENTERTAINMENT INC | 1.7% | Held | 900,304 | $68.9M |
| BKNG BOOKING HOLDINGS INC | 1.6% | Held | 29,904 | $65.4M |
| General Electric Co | 1.5% | Held | 4,375,778 | $58.9M |
| MRNA MODERNA INC | 1.3% | New | 222,400 | $52.3M |
| KBR KBR INC | 1.3% | Added +156.9% | 1,325,896 | $50.6M |
| MA MASTERCARD INC - A | 1.2% | Added +69.3% | 133,528 | $48.8M |
| V VISA INC-CLASS A SHARES | 1.0% | Added +24.6% | 179,435 | $42.0M |
| SE SEA LTD-ADR | 1.0% | Reduced −75.4% | 143,418 | $39.4M |
| SMARGBP SMARTSHEET INC-CLASS A | 0.9% | New | 495,085 | $35.8M |
| USFD US FOODS HOLDING CORP | 0.8% | Held | 890,415 | $34.2M |
| CAT CATERPILLAR INC | 0.8% | Held | 156,400 | $34.0M |
| GM GENERAL MOTORS CO | 0.8% | New | 566,125 | $33.5M |
| FLEX FLEX LTD | 0.8% | Reduced −38.9% | 1,712,760 | $30.6M |
| COUPEUR COUPA SOFTWARE INC | 0.7% | New | 107,988 | $28.3M |
| ON ON SEMICONDUCTOR | 0.7% | Reduced −61.6% | 706,366 | $27.0M |
| BLDR BUILDERS FIRSTSOURCE INC | 0.6% | Reduced −56.9% | 566,856 | $24.2M |
| FWONKUSD LIBERTY MEDIA CORP-LIBERTY-C | 0.6% | Held | 485,800 | $23.4M |
| OSCR OSCAR HEALTH INC - CLASS A | 0.5% | Held | 994,289 | $21.4M |
| MAR MARRIOTT INTERNATIONAL -CL A | 0.5% | New | 135,700 | $18.5M |
| NKTREUR NEKTAR THERAPEUTICS | 0.4% | Held | 1,000,000 | $17.2M |
| OPCH OPTION CARE HEALTH INC | 0.4% | Added +12.1% | 736,068 | $16.1M |
| FTCHQ FARFETCH LTD-CLASS A | 0.4% | New | 293,100 | $14.8M |
| SNOW SNOWFLAKE INC | 0.3% | Reduced −42.0% | 49,110 | $11.9M |
| CF CF INDUSTRIES HOLDINGS INC | 0.2% | New | 193,900 | $10.0M |
| RBLX ROBLOX CORP -CLASS A | 0.1% | New | 59,575 | $5.4M |
| MOS MOSAIC CO | 0.1% | New | 162,000 | $5.2M |
| OMF ONEMAIN HOLDINGS INC | 0.1% | New | 83,750 | $5.0M |
| DISH DISH NETWORK CORP-A | 0.1% | New | 112,400 | $4.7M |
| S SENTINELONE INC -CLASS A | 0.1% | New | 100,000 | $4.3M |
| CCC CCC INTELLIGENT SOLUTIONS HO | 0.1% | Held | 281,879 | $2.8M |
| ACAD ACADIA PHARMACEUTICALS INC | 0.0% | New | 74,400 | $1.8M |
| Decarbonization Plus Acqu Ii | 0.0% | New | 94,900 | $984K |
| SNSEEUR SENSEI BIOTHERAPEUTICS INC | 0.0% | Held | 100,000 | $976K |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| C CITIGROUP INC | 2,124,909 | $154.6M |
| ABX BARRICK GOLD CORP | 3,606,850 | $71.4M |
| MELI MERCADOLIBRE INC | 43,261 | $63.7M |
| UBER UBER TECHNOLOGIES INC | 871,675 | $47.5M |
| TSM TAIWAN SEMICONDUCTOR-SP ADR | 391,475 | $46.3M |
| 99952EUR LINDE PLC/OLD | 159,185 | $44.6M |
| RUN SUNRUN INC | 661,535 | $40.0M |
| JPM JPMORGAN CHASE & CO | 258,420 | $39.3M |
| AA ALCOA CORP | 1,102,000 | $35.8M |
| ASHR XTRACKERS HARVEST CSI 300 CH | 915,910 | $35.4M |
| FHN FIRST HORIZON CORP | 1,954,150 | $33.0M |
| NUANEUR NUANCE COMMUNICATIONS INC | 747,851 | $32.6M |
| FIS FIDELITY NATIONAL INFO SERV | 204,650 | $28.8M |
| ABCL ABCELLERA BIOLOGICS INC | 659,750 | $22.4M |
| VALE VALE SA-SP ADR | 1,286,612 | $22.4M |
| SYF SYNCHRONY FINANCIAL | 547,100 | $22.2M |
| FSLR FIRST SOLAR INC | 239,475 | $20.9M |
| JD JD.COM INC-ADR | 205,313 | $17.3M |
| PYPL PAYPAL HOLDINGS INC | 67,188 | $16.3M |
| MU MICRON TECHNOLOGY INC | 183,726 | $16.2M |
| ARRY ARRAY TECHNOLOGIES INC | 518,250 | $15.5M |
| SPAQUSD FISKER INC | 710,900 | $12.2M |
| NET CLOUDFLARE INC - CLASS A | 96,738 | $6.8M |
| Canadian Pac Ry Ltd | 13,922 | $5.3M |
| STLD STEEL DYNAMICS INC | 97,700 | $5.0M |
| TIGR UP FINTECH HOLDING LTD - ADR | 274,635 | $4.9M |
| DISH CALL DISH NETWORK CORP-A | 112,400 | $4.1M |
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.