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Investors/ Duquesne Family Office LLC/ Q3 2017

Duquesne Family Office LLC

Stanley Druckenmiller · As of Q3 2017 · filed Nov 14, 2017

GOOGL ALPHABET INC-CL A
10.3%
Added +32.8% 231,850 $225.8M
MSFT MICROSOFT CORP
9.8%
Added +10.4% 2,906,100 $216.5M
META META PLATFORMS INC-CLASS A
8.4%
Held 1,083,600 $185.2M
CRM SALESFORCE INC
6.5%
Added +41.1% 1,526,500 $142.6M
AMZN AMAZON.COM INC
6.4%
Added +21.5% 145,803 $140.2M
Priceline Grp Inc
6.2%
Added +17.7% 74,090 $135.6M
BABA ALIBABA GROUP HOLDING-SP ADR
6.1%
Added +9.5% 777,400 $134.3M
EA* ELECTRONIC ARTS INC
3.8%
Held 713,900 $84.3M
JD JD.COM INC-ADR
3.8%
Added +60.8% 2,185,100 $83.5M
WDAY WORKDAY INC-CLASS A
3.8%
Added +213.9% 785,600 $82.8M
C CITIGROUP INC
3.6%
New 1,095,200 $79.7M
CTRPUSD CTRIP.COM INTERNATIONAL-ADR
3.4%
Held 1,412,200 $74.5M
PYPL PAYPAL HOLDINGS INC
2.7%
Held 925,200 $59.2M
EXPE EXPEDIA GROUP INC
2.1%
Held 323,884 $46.6M
AIY ACTIVISION BLIZZARD INC
2.1%
Held 714,100 $46.1M
LVS LAS VEGAS SANDS CORP
1.8%
Held 614,500 $39.4M
IBB ISHARES BIOTECHNOLOGY ETF
1.7%
Added +34.3% 110,700 $36.9M
CB CHUBB LTD
1.3%
New 206,600 $29.5M
NKTREUR NEKTAR THERAPEUTICS
1.3%
Held 1,166,100 $28.0M
CELG CELGENE CORP
1.2%
New 188,100 $27.4M
ACIU AC IMMUNE SA
1.2%
Held 2,388,700 $27.0M
PXGBX PRAXAIR INC
1.2%
New 184,700 $25.8M
VALE VALE SA-SP ADR
1.1%
New 2,478,800 $25.0M
YUMC YUM CHINA HOLDINGS INC
1.1%
Held 597,200 $23.9M
MA MASTERCARD INC - A
1.1%
Held 165,200 $23.3M
V VISA INC-CLASS A SHARES
1.0%
Held 216,400 $22.8M
NFLX NETFLIX INC
0.9%
New 114,500 $20.8M
BNY BANK OF NEW YORK MELLON CORP
0.9%
New 376,000 $19.9M
NVDA NVIDIA CORP
0.7%
New 91,500 $16.4M
BIIB BIOGEN INC
0.7%
New 48,000 $15.0M
REGN REGENERON PHARMACEUTICALS
0.6%
New 31,800 $14.2M
CF CF INDUSTRIES HOLDINGS INC
0.6%
New 391,900 $13.8M
HDB HDFC BANK LTD-ADR
0.6%
Held 128,200 $12.4M
POT1EUR POTASH CORP OF SASKATCHEWAN
0.5%
Reduced −70.9% 609,900 $11.7M
GGAL GRUPO FINANCIERO GALICIA-ADR
0.5%
New 200,000 $10.3M
DESP1EUR DESPEGAR.COM CORP
0.4%
New 300,000 $9.6M
INCY INCYTE CORP
0.4%
New 75,400 $8.8M

Sold positions

11 closed in Q3 2017 · shares & value as of prior filing
Holding Shares sold Prior value
CMCSA COMCAST CORP-CLASS A
1,968,400 $76.6M
MRK MERCK & CO. INC.
755,500 $48.4M
NOW SERVICENOW INC
428,000 $45.4M
ADSK AUTODESK INC
347,800 $35.1M
NTES NETEASE INC-ADR
85,700 $25.8M
PTC PTC INC
449,600 $24.8M
DAL DELTA AIR LINES INC
391,000 $21.0M
AAL AMERICAN AIRLINES GROUP INC
400,000 $20.1M
UAL UNITED AIRLINES HOLDINGS INC
243,500 $18.3M
SBAC SBA COMMUNICATIONS CORP
112,000 $15.1M
CCI CROWN CASTLE INC
148,000 $14.8M

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.