Duquesne Family Office LLC
Stanley Druckenmiller · As of Q3 2018 · filed Nov 14, 2018
| MSFT MICROSOFT CORP | 19.2% | Added +18.0% | 3,525,300 | $403.2M |
| CRM SALESFORCE INC | 11.7% | Reduced −8.9% | 1,552,700 | $246.9M |
| AMZN AMAZON.COM INC | 11.3% | Reduced −23.8% | 118,295 | $236.9M |
| GOOGL ALPHABET INC-CL A | 10.9% | Added +11.2% | 189,500 | $228.7M |
| IBB ISHARES BIOTECHNOLOGY ETF | 6.0% | Added +461.7% | 1,032,900 | $126.0M |
| GILD GILEAD SCIENCES INC | 5.4% | Added +21.5% | 1,464,900 | $113.1M |
| ADBE ADOBE INC | 3.4% | Added +118.2% | 267,330 | $72.2M |
| WDAY WORKDAY INC-CLASS A | 3.1% | Reduced −31.1% | 448,500 | $65.5M |
| PYPL PAYPAL HOLDINGS INC | 3.0% | New | 727,500 | $63.9M |
| ABT ABBOTT LABORATORIES | 2.6% | New | 732,100 | $53.7M |
| C CITIGROUP INC | 2.3% | New | 667,100 | $47.9M |
| XLE SS ENERGY SELECT SECTOR | 1.9% | Added +60.6% | 522,900 | $39.6M |
| OSVEUR VANECK VECTORS OIL SERVICES | 1.9% | Reduced −6.9% | 1,565,100 | $39.4M |
| NOW SERVICENOW INC | 1.8% | New | 194,300 | $38.0M |
| MDT MEDTRONIC PLC | 1.7% | New | 372,500 | $36.6M |
| ZEN1EUR ZENDESK INC | 1.4% | New | 414,984 | $29.5M |
| TWENTY FIRST CENTY FOX INC | 1.2% | New | 557,800 | $25.8M |
| HD HOME DEPOT INC | 1.2% | Reduced −2.5% | 123,400 | $25.6M |
| TMUS T-MOBILE US INC | 1.2% | New | 359,800 | $25.3M |
| QCOM QUALCOMM INC | 1.2% | New | 347,300 | $25.0M |
| ALXN ALEXION PHARMACEUTICALS INC | 1.0% | New | 148,000 | $20.6M |
| ACIU AC IMMUNE SA | 0.9% | Added +4.3% | 2,491,517 | $19.9M |
| EA* ELECTRONIC ARTS INC | 0.8% | Added +21.7% | 130,970 | $15.8M |
| BURL BURLINGTON STORES INC | 0.7% | New | 87,600 | $14.3M |
| BABA ALIBABA GROUP HOLDING-SP ADR | 0.6% | Reduced −90.3% | 78,380 | $12.9M |
| COUPEUR COUPA SOFTWARE INC | 0.5% | Reduced −15.0% | 140,100 | $11.1M |
| GWPH GW PHARMACEUTICALS LTD | 0.5% | New | 62,100 | $10.7M |
| CVE CENOVUS ENERGY INC | 0.5% | Held | 986,300 | $9.9M |
| PTLAEUR PORTOLA PHARMACEUTICALS INC | 0.4% | New | 347,700 | $9.3M |
| ITCIEUR INTRA-CELLULAR THERAPIES INC | 0.3% | Held | 296,986 | $6.4M |
| SPLKCHF SPLUNK INC | 0.3% | Reduced −86.0% | 48,100 | $5.8M |
| ADSK AUTODESK INC | 0.3% | Reduced −86.4% | 34,500 | $5.4M |
| KSUEUR KANSAS CITY SOUTHERN | 0.2% | New | 39,380 | $4.5M |
| META META PLATFORMS INC-CLASS A | 0.2% | Reduced −97.6% | 21,600 | $3.6M |
| MA MASTERCARD INC - A | 0.1% | New | 13,980 | $3.1M |
| STMP STAMPS.COM INC | 0.1% | Reduced −91.6% | 12,930 | $2.9M |
| HLT HILTON WORLDWIDE HOLDINGS IN | 0.1% | New | 24,600 | $2.0M |
| NFLX NETFLIX INC | 0.1% | Reduced −97.3% | 5,200 | $1.9M |
| FLT1EUR FLEETCOR TECHNOLOGIES INC | 0.0% | New | 4,500 | $1.0M |
| BAC BANK OF AMERICA CORP | 0.0% | New | 900 | $27K |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| MPC MARATHON PETROLEUM CORP | 496,400 | $34.8M |
| DVN DEVON ENERGY CORP | 740,700 | $32.6M |
| AIY ACTIVISION BLIZZARD INC | 337,200 | $25.7M |
| TAL TAL EDUCATION GROUP- ADR | 682,000 | $25.1M |
| CLVSEUR CLOVIS ONCOLOGY INC | 482,000 | $21.9M |
| CTRPUSD CTRIP.COM INTERNATIONAL-ADR | 421,100 | $20.1M |
| XYZ BLOCK INC | 247,000 | $15.2M |
| FCX FREEPORT-MCMORAN INC | 858,000 | $14.8M |
| NBREUR NABORS INDUSTRIES LTD | 1,176,000 | $7.5M |
| PAGS PAGSEGURO DIGITAL LTD-CL A | 215,000 | $6.0M |
| MELI MERCADOLIBRE INC | 16,900 | $5.1M |
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.