Duquesne Family Office LLC
Stanley Druckenmiller · As of Q3 2021 · filed Nov 15, 2021
| CPNG COUPANG INC | 14.0% | Added +47.5% | 15,506,097 | $431.8M |
| AMZN AMAZON.COM INC | 10.4% | Added +3.3% | 97,566 | $320.5M |
| GOOGL ALPHABET INC-CL A | 10.2% | Added +28.6% | 116,994 | $312.8M |
| SBUX STARBUCKS CORP | 7.5% | Reduced −8.6% | 2,107,315 | $232.5M |
| MSFT MICROSOFT CORP | 7.1% | Reduced −48.4% | 777,689 | $219.2M |
| PANW PALO ALTO NETWORKS INC | 6.2% | Reduced −2.9% | 399,036 | $191.1M |
| FCX FREEPORT-MCMORAN INC | 5.1% | Reduced −11.6% | 4,836,809 | $157.3M |
| EXPE EXPEDIA GROUP INC | 4.9% | Added +80.6% | 914,282 | $149.9M |
| TMUS T-MOBILE US INC | 3.5% | Reduced −33.7% | 855,187 | $109.3M |
| BKNG BOOKING HOLDINGS INC | 3.4% | Added +45.6% | 43,529 | $103.3M |
| ABNB AIRBNB INC-CLASS A | 2.7% | Reduced −10.8% | 501,351 | $84.1M |
| RETAEUR REATA PHARMACEUTICALS INC-A | 2.3% | Added +9.1% | 695,033 | $69.9M |
| INTU INTUIT INC | 1.5% | Reduced −50.3% | 87,149 | $47.0M |
| CVNA CARVANA CO | 1.3% | Reduced −62.1% | 137,237 | $41.4M |
| PLTR PALANTIR TECHNOLOGIES INC-A | 1.3% | Reduced −59.3% | 1,632,937 | $39.3M |
| LYV LIVE NATION ENTERTAINMENT IN | 1.3% | New | 427,750 | $39.0M |
| META META PLATFORMS INC-CLASS A | 1.2% | Reduced −61.1% | 105,883 | $35.9M |
| KBR KBR INC | 1.1% | Reduced −34.7% | 865,596 | $34.1M |
| MRNA MODERNA INC | 1.1% | Reduced −61.3% | 85,971 | $33.1M |
| ZM ZOOM COMMUNICATIONS INC | 1.0% | New | 117,690 | $30.8M |
| PENN PENN ENTERTAINMENT INC | 1.0% | Reduced −53.7% | 417,200 | $30.2M |
| COUPEUR COUPA SOFTWARE INC | 1.0% | Added +27.5% | 137,634 | $30.2M |
| SE SEA LTD-ADR | 0.9% | Reduced −38.7% | 87,874 | $28.0M |
| FLEX FLEX LTD | 0.9% | Reduced −10.4% | 1,533,910 | $27.1M |
| TECK TECK RESOURCES LTD-CLS B | 0.8% | Reduced −72.0% | 1,044,452 | $26.0M |
| OPCH OPTION CARE HEALTH INC | 0.8% | Added +40.3% | 1,032,987 | $25.1M |
| FWONKUSD LIBERTY MEDIA CORP-LIBERTY-C | 0.8% | Held | 485,800 | $25.0M |
| DISH DISH NETWORK CORP-A | 0.8% | Added +390.1% | 550,927 | $23.9M |
| FTCHQ FARFETCH LTD-CLASS A | 0.8% | Added +114.8% | 629,470 | $23.6M |
| PRCT PROCEPT BIOROBOTICS CORP | 0.7% | New | 600,000 | $22.9M |
| NKTREUR NEKTAR THERAPEUTICS | 0.6% | Held | 1,000,000 | $18.0M |
| OSCR OSCAR HEALTH INC - CLASS A | 0.6% | Held | 994,289 | $17.3M |
| STNE STONECO LTD-A | 0.4% | New | 382,100 | $13.3M |
| ABCL ABCELLERA BIOLOGICS INC | 0.4% | New | 659,750 | $13.2M |
| FSLY FASTLY INC - CLASS A | 0.3% | New | 257,695 | $10.4M |
| LAD LITHIA MOTORS INC | 0.3% | New | 29,081 | $9.2M |
| LVS CALL LAS VEGAS SANDS CORP | 0.3% | New | 230,000 | $8.4M |
| 8QR CONFLUENT INC-CLASS A | 0.3% | New | 140,300 | $8.4M |
| CRBU CARIBOU BIOSCIENCES INC | 0.2% | New | 271,430 | $6.5M |
| RXRX RECURSION PHARMACEUTICALS-A | 0.2% | New | 259,941 | $6.0M |
| OMF ONEMAIN HOLDINGS INC | 0.2% | Held | 83,750 | $4.6M |
| SMARGBP SMARTSHEET INC-CLASS A | 0.1% | Reduced −86.9% | 64,709 | $4.5M |
| NXH NEIGHBORHOOD INTELLIGENCE IN | 0.1% | New | 49,650 | $3.9M |
| S SENTINELONE INC -CLASS A | 0.1% | Reduced −40.0% | 60,000 | $3.2M |
| CCC CCC INTELLIGENT SOLUTIONS HO | 0.1% | New | 281,879 | $3.0M |
| CF CF INDUSTRIES HOLDINGS INC | 0.1% | Reduced −75.8% | 47,000 | $2.6M |
| ACAD ACADIA PHARMACEUTICALS INC | 0.0% | Held | 74,400 | $1.2M |
| SNSEEUR SENSEI BIOTHERAPEUTICS INC | 0.0% | Held | 100,000 | $1.1M |
| Decarbonization Plus Acqu Ii | 0.0% | Held | 94,900 | $954K |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| AFRM AFFIRM HOLDINGS INC | 1,378,692 | $92.9M |
| NFLX NETFLIX INC | 172,215 | $91.0M |
| CMI CUMMINS INC | 324,725 | $79.2M |
| General Electric Co | 4,375,778 | $58.9M |
| MA MASTERCARD INC - A | 133,528 | $48.8M |
| V VISA INC-CLASS A SHARES | 179,435 | $42.0M |
| USFD US FOODS HOLDING CORP | 890,415 | $34.2M |
| CAT CATERPILLAR INC | 156,400 | $34.0M |
| GM GENERAL MOTORS CO | 566,125 | $33.5M |
| ON ON SEMICONDUCTOR | 706,366 | $27.0M |
| BLDR BUILDERS FIRSTSOURCE INC | 566,856 | $24.2M |
| MAR MARRIOTT INTERNATIONAL -CL A | 135,700 | $18.5M |
| SNOW SNOWFLAKE INC | 49,110 | $11.9M |
| RBLX ROBLOX CORP -CLASS A | 59,575 | $5.4M |
| MOS MOSAIC CO | 162,000 | $5.2M |
| CCC CCC INTELLIGENT SOLUTIONS HO | 281,879 | $2.8M |
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.