Duquesne Family Office LLC
Stanley Druckenmiller · As of Q3 2019 · filed Nov 14, 2019
| MSFT MICROSOFT CORP | 21.6% | Reduced −23.6% | 3,994,703 | $555.4M |
| AMZN AMAZON.COM INC | 10.2% | Added +20.7% | 151,536 | $263.1M |
| General Electric Co | 5.2% | Added +139.8% | 14,845,368 | $132.7M |
| NOW SERVICENOW INC | 5.0% | Added +153.1% | 507,618 | $128.9M |
| WDAY WORKDAY INC-CLASS A | 4.5% | Added +37.8% | 680,487 | $115.7M |
| HD HOME DEPOT INC | 3.7% | Reduced −8.8% | 413,800 | $96.0M |
| MELI MERCADOLIBRE INC | 3.7% | Reduced −12.3% | 170,888 | $94.2M |
| V VISA INC-CLASS A SHARES | 3.7% | Added +58.4% | 546,100 | $93.9M |
| NFLX NETFLIX INC | 3.6% | Reduced −35.0% | 347,172 | $92.9M |
| AIY ACTIVISION BLIZZARD INC | 3.4% | Reduced −5.3% | 1,652,355 | $87.4M |
| BABA ALIBABA GROUP HOLDING-SP ADR | 3.1% | Reduced −53.7% | 480,937 | $80.4M |
| ABT ABBOTT LABORATORIES | 3.0% | Held | 916,300 | $76.7M |
| SE SEA LTD-ADR | 2.9% | Added +52.7% | 2,443,285 | $75.6M |
| COUPEUR COUPA SOFTWARE INC | 2.9% | Reduced −18.0% | 568,647 | $73.7M |
| ABX BARRICK GOLD CORP | 2.6% | Reduced −1.4% | 3,924,300 | $68.0M |
| SHOP SHOPIFY INC - CLASS A | 2.6% | New | 212,480 | $66.2M |
| PLANUSD ANAPLAN INC | 2.4% | New | 1,323,345 | $62.2M |
| INDA ISHARES MSCI INDIA ETF | 1.9% | New | 1,476,500 | $49.6M |
| HDB HDFC BANK LTD-ADR | 1.9% | New | 849,000 | $48.4M |
| AYXEUR ALTERYX INC - CLASS A | 1.8% | Added +1820.3% | 429,626 | $46.2M |
| AEM AGNICO EAGLE MINES LTD | 1.2% | Added +39.7% | 586,100 | $31.4M |
| MDCOUSD MEDICINES COMPANY | 1.1% | New | 585,500 | $29.3M |
| META META PLATFORMS INC-CLASS A | 1.0% | Added +306.6% | 142,068 | $25.3M |
| OKTA OKTA INC | 0.9% | New | 239,300 | $23.6M |
| FIS FIDELITY NATIONAL INFO SERV | 0.6% | Reduced −74.6% | 125,305 | $16.6M |
| EA* ELECTRONIC ARTS INC | 0.6% | New | 161,500 | $15.8M |
| General Electric Co CALL | 0.6% | New | 1,724,100 | $15.4M |
| ISRG INTUITIVE SURGICAL INC | 0.6% | New | 27,800 | $15.0M |
| SMARGBP SMARTSHEET INC-CLASS A | 0.5% | Added +952.0% | 386,510 | $13.9M |
| RETAEUR REATA PHARMACEUTICALS INC-A | 0.5% | New | 173,285 | $13.9M |
| TWLO TWILIO INC - A | 0.5% | Added +674.0% | 113,315 | $12.5M |
| ADBE ADOBE INC | 0.3% | Reduced −94.1% | 30,592 | $8.5M |
| EXP EAGLE MATERIALS INC | 0.3% | Added +93.0% | 77,487 | $7.0M |
| RP REALPAGE INC | 0.2% | Added +10.4% | 82,543 | $5.2M |
| UBER UBER TECHNOLOGIES INC | 0.2% | Reduced −93.8% | 166,882 | $5.1M |
| ZM ZOOM COMMUNICATIONS INC | 0.2% | New | 61,700 | $4.7M |
| CRWD CROWDSTRIKE HOLDINGS INC - A | 0.2% | New | 79,940 | $4.7M |
| Atlassian Corp Plc | 0.1% | Added +156.7% | 25,755 | $3.2M |
| MA MASTERCARD INC - A | 0.1% | Reduced −95.3% | 11,115 | $3.0M |
| W WAYFAIR INC- CLASS A | 0.1% | Added +114.2% | 26,785 | $3.0M |
| NEWREUR NEW RELIC INC | 0.1% | New | 47,885 | $2.9M |
| FSLY FASTLY INC - CLASS A | 0.1% | New | 113,826 | $2.7M |
| SAILEUR SAILPOINT TECHNOLOGIES HOLDI | 0.0% | Reduced −53.1% | 15,870 | $297K |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| EEM ISHARES MSCI EMERGING MARKET | 2,410,500 | $103.4M |
| SNAP SNAP INC - A | 5,234,631 | $74.9M |
| CRM SALESFORCE INC | 482,103 | $73.1M |
| PCG P G & E CORP | 3,051,300 | $69.9M |
| ILMN ILLUMINA INC | 170,800 | $62.9M |
| TMUS T-MOBILE US INC | 765,600 | $56.8M |
| PYPL PAYPAL HOLDINGS INC | 481,100 | $55.1M |
| JD JD.COM INC-ADR | 1,299,213 | $39.4M |
| MRK MERCK & CO. INC. | 467,200 | $39.2M |
| I2EUR INTELSAT SA | 1,364,570 | $26.5M |
| MPC MARATHON PETROLEUM CORP | 410,100 | $22.9M |
| XYZ BLOCK INC | 293,838 | $21.3M |
| INCY INCYTE CORP | 202,400 | $17.2M |
| NFE NEW FORTRESS ENERGY INC | 1,200,000 | $14.1M |
| MRKTEUR IHS MARKIT LTD | 188,000 | $12.0M |
| CTRA COTERRA ENERGY INC | 395,500 | $9.1M |
| MU MICRON TECHNOLOGY INC | 230,613 | $8.9M |
| PANW PALO ALTO NETWORKS INC | 40,700 | $8.3M |
| JD PUT JD.COM INC-ADR | 200,000 | $6.1M |
| DOCU DOCUSIGN INC | 113,700 | $5.7M |
| FLT1EUR FLEETCOR TECHNOLOGIES INC | 17,660 | $5.0M |
| LNG CHENIERE ENERGY INC | 68,530 | $4.7M |
| ADSK AUTODESK INC | 23,762 | $3.9M |
| FOXA FOX CORP - CLASS A | 84,655 | $3.1M |
| ZEN1EUR ZENDESK INC | 34,102 | $3.0M |
| SPOT SPOTIFY TECHNOLOGY SA | 13,967 | $2.0M |
| SONY SONY GROUP CORP - SP ADR | 38,670 | $2.0M |
| NXPI NXP SEMICONDUCTORS NV | 15,725 | $1.5M |
| VEEV VEEVA SYSTEMS INC-CLASS A | 8,795 | $1.4M |
| Z ZILLOW GROUP INC - C | 23,200 | $1.1M |
| QRVO QORVO INC | 11,675 | $778K |
| Sprint Corporation | 66,610 | $438K |
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.