Duquesne Family Office LLC
Stanley Druckenmiller · As of Q2 2022 · filed Aug 15, 2022
| CPNG COUPANG INC | 17.9% | Held | 19,434,307 | $247.8M |
| MSFT MICROSOFT CORP | 13.8% | Reduced −27.4% | 740,785 | $190.3M |
| CVX CHEVRON CORP | 8.7% | Reduced −13.9% | 830,435 | $120.2M |
| LLY ELI LILLY & CO | 7.0% | New | 297,150 | $96.3M |
| FCX FREEPORT-MCMORAN INC | 6.8% | Reduced −33.2% | 3,231,827 | $94.6M |
| TMUS T-MOBILE US INC | 6.6% | Reduced −24.1% | 676,867 | $91.1M |
| KBR KBR INC | 4.6% | Added +8.5% | 1,304,003 | $63.1M |
| WSC WILLSCOT HOLDINGS CORP | 4.1% | Reduced −8.3% | 1,767,631 | $57.3M |
| CRWD CROWDSTRIKE HOLDINGS INC - A | 2.8% | New | 229,600 | $38.7M |
| PLTR PALANTIR TECHNOLOGIES INC-A | 2.8% | Added +27.4% | 4,255,412 | $38.6M |
| CTRA COTERRA ENERGY INC | 2.6% | Reduced −21.9% | 1,387,416 | $35.8M |
| TECK TECK RESOURCES LTD-CLS B | 2.3% | Reduced −56.2% | 1,061,170 | $32.4M |
| AR ANTERO RESOURCES CORP | 2.3% | Added +107.1% | 1,018,535 | $31.2M |
| MRNA MODERNA INC | 2.1% | New | 207,680 | $29.7M |
| DDOG DATADOG INC - CLASS A | 2.1% | New | 298,040 | $28.4M |
| PANW PALO ALTO NETWORKS INC | 1.8% | New | 51,400 | $25.4M |
| CVE CENOVUS ENERGY INC | 1.5% | Reduced −25.7% | 1,069,345 | $20.3M |
| EIX EDISON INTERNATIONAL | 1.3% | New | 287,600 | $18.2M |
| WLK WESTLAKE CORP | 1.0% | New | 145,520 | $14.3M |
| BKNG BOOKING HOLDINGS INC | 1.0% | Reduced −47.6% | 7,748 | $13.6M |
| WDAY WORKDAY INC-CLASS A | 0.8% | Held | 82,500 | $11.5M |
| PXDEUR PIONEER NATURAL RESOURCES CO | 0.8% | Reduced −62.8% | 48,455 | $10.8M |
| PSX PHILLIPS 66 | 0.7% | Added +5.3% | 119,380 | $9.8M |
| EQT EQT CORP | 0.6% | New | 259,055 | $8.9M |
| LVS CALL LAS VEGAS SANDS CORP | 0.6% | Held | 230,000 | $7.7M |
| ABCL ABCELLERA BIOLOGICS INC | 0.5% | Held | 659,750 | $7.0M |
| IHS IHS HOLDING LTD | 0.5% | Held | 771,096 | $6.4M |
| SMARGBP SMARTSHEET INC-CLASS A | 0.3% | Reduced −84.4% | 149,800 | $4.7M |
| IOT SAMSARA INC-CL A | 0.3% | New | 400,900 | $4.5M |
| OSCR OSCAR HEALTH INC - CLASS A | 0.3% | Held | 994,289 | $4.2M |
| SEDG SOLAREDGE TECHNOLOGIES INC | 0.3% | Reduced −55.2% | 13,400 | $3.7M |
| CCC CCC INTELLIGENT SOLUTIONS HO | 0.2% | Held | 281,879 | $2.6M |
| RXRX RECURSION PHARMACEUTICALS-A | 0.2% | Held | 273,650 | $2.2M |
| DISH DISH NETWORK CORP-A | 0.1% | Held | 112,400 | $2.0M |
| RETAEUR REATA PHARMACEUTICALS INC-A | 0.1% | Held | 58,997 | $1.8M |
| CRBU CARIBOU BIOSCIENCES INC | 0.1% | Held | 271,430 | $1.5M |
| COMP COMPASS INC - CLASS A | 0.1% | Held | 399,100 | $1.4M |
| PRCT PROCEPT BIOROBOTICS CORP | 0.1% | Reduced −96.5% | 39,266 | $1.3M |
| OPEN OPENDOOR TECHNOLOGIES INC | 0.1% | Held | 233,000 | $1.1M |
| ACAD ACADIA PHARMACEUTICALS INC | 0.1% | Held | 74,400 | $1.0M |
| GLBE GLOBAL-E ONLINE LTD | 0.0% | Reduced −96.5% | 20,180 | $407K |
| SNSEEUR SENSEI BIOTHERAPEUTICS INC | 0.0% | Held | 100,000 | $227K |
| Cazoo Group Ltd | 0.0% | Held | 140,100 | $101K |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| AMZN AMAZON.COM INC | 60,997 | $198.8M |
| SPY PUT SS SPDR S&P 500 ETF TRUST-US | 239,600 | $108.2M |
| PNC PNC FINANCIAL SERVICES GROUP | 168,726 | $31.1M |
| OPCH OPTION CARE HEALTH INC | 863,148 | $24.7M |
| ZEN1EUR ZENDESK INC | 167,660 | $20.2M |
| NYT NEW YORK TIMES CO-A | 409,325 | $18.8M |
| PLANUSD ANAPLAN INC | 211,315 | $13.7M |
| EXPE EXPEDIA GROUP INC | 56,565 | $11.1M |
| ALNY ALNYLAM PHARMACEUTICALS INC | 63,945 | $10.4M |
| NFLX NETFLIX INC | 26,240 | $9.8M |
| MOS MOSAIC CO | 143,825 | $9.6M |
| SNAP SNAP INC - A | 235,440 | $8.5M |
| SE SEA LTD-ADR | 48,396 | $5.8M |
| EWZ ISHARES MSCI BRAZIL ETF | 144,565 | $5.5M |
| RUN SUNRUN INC | 178,450 | $5.4M |
| BTI BRITISH AMERICAN TOB-SP ADR | 120,950 | $5.1M |
| FLEX FLEX LTD | 240,666 | $4.5M |
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.