Duquesne Family Office LLC
Stanley Druckenmiller · As of Q3 2022 · filed Nov 14, 2022
| CPNG COUPANG INC | 18.4% | Held | 19,434,307 | $324.0M |
| LLY ELI LILLY & CO | 8.9% | Added +63.2% | 484,895 | $156.8M |
| AMZN AMAZON.COM INC | 5.8% | New | 906,250 | $102.4M |
| CVX CHEVRON CORP | 5.6% | Reduced −16.9% | 690,295 | $99.2M |
| TMUS T-MOBILE US INC | 5.5% | Added +6.2% | 719,017 | $96.5M |
| KBR KBR INC | 4.5% | Added +39.3% | 1,816,183 | $78.5M |
| LW LAMB WESTON HOLDINGS INC | 4.2% | New | 946,800 | $73.3M |
| DDOG DATADOG INC - CLASS A | 4.0% | Added +164.8% | 789,175 | $70.1M |
| VRT VERTIV HOLDINGS CO-A | 2.7% | New | 4,926,070 | $47.9M |
| MSFT MICROSOFT CORP | 2.6% | Reduced −73.9% | 193,535 | $45.1M |
| TECK TECK RESOURCES LTD-CLS B | 2.4% | Added +29.2% | 1,371,195 | $41.7M |
| WSC WILLSCOT HOLDINGS CORP | 2.2% | Reduced −44.7% | 977,631 | $39.4M |
| WDAY WORKDAY INC-CLASS A | 2.1% | Added +192.0% | 240,925 | $36.7M |
| FCX FREEPORT-MCMORAN INC | 1.8% | Reduced −63.8% | 1,169,777 | $32.0M |
| SE SEA LTD-ADR | 1.7% | New | 539,740 | $30.3M |
| CTRA COTERRA ENERGY INC | 1.7% | Reduced −19.7% | 1,113,900 | $29.1M |
| PANW PALO ALTO NETWORKS INC | 1.4% | Added +201.3% | 154,848 | $25.4M |
| CRWD CROWDSTRIKE HOLDINGS INC - A | 1.4% | Reduced −33.1% | 153,524 | $25.3M |
| PPG PPG INDUSTRIES INC | 1.3% | New | 212,945 | $23.6M |
| META META PLATFORMS INC-CLASS A | 1.2% | New | 160,360 | $21.8M |
| PXDEUR PIONEER NATURAL RESOURCES CO | 1.1% | Added +88.9% | 91,530 | $19.8M |
| PLTR PALANTIR TECHNOLOGIES INC-A | 1.1% | Reduced −43.1% | 2,421,282 | $19.7M |
| AMR ALPHA METALLURGICAL RESOURCE | 1.1% | New | 136,720 | $18.7M |
| NTRA NATERA INC | 1.0% | New | 414,955 | $18.2M |
| ALNY ALNYLAM PHARMACEUTICALS INC | 1.0% | New | 88,910 | $17.8M |
| ARCH1USD ARCH RESOURCES INC | 1.0% | New | 147,935 | $17.5M |
| NFE NEW FORTRESS ENERGY INC | 1.0% | New | 387,325 | $16.9M |
| EIX EDISON INTERNATIONAL | 0.9% | Held | 287,600 | $16.3M |
| RXRX RECURSION PHARMACEUTICALS-A | 0.8% | Added +406.5% | 1,385,950 | $14.7M |
| GME PUT GAMESTOP CORP-CLASS A | 0.8% | New | 556,000 | $14.0M |
| NET CLOUDFLARE INC - CLASS A | 0.8% | New | 249,305 | $13.8M |
| SHOP SHOPIFY INC - CLASS A | 0.7% | New | 490,250 | $13.2M |
| CVE CENOVUS ENERGY INC | 0.7% | Reduced −21.6% | 837,845 | $12.9M |
| BLDR BUILDERS FIRSTSOURCE INC | 0.6% | New | 169,620 | $10.0M |
| OPCH OPTION CARE HEALTH INC | 0.6% | New | 312,100 | $9.8M |
| EQT EQT CORP | 0.6% | Reduced −7.3% | 240,080 | $9.8M |
| OVV OVINTIV INC | 0.5% | New | 194,120 | $8.9M |
| LVS CALL LAS VEGAS SANDS CORP | 0.5% | Held | 230,000 | $8.6M |
| AR ANTERO RESOURCES CORP | 0.5% | Reduced −72.3% | 281,640 | $8.6M |
| ENVX ENOVIX CORP | 0.5% | New | 464,400 | $8.5M |
| CARR CARRIER GLOBAL CORP | 0.5% | New | 229,590 | $8.2M |
| CEG CONSTELLATION ENERGY | 0.4% | New | 88,825 | $7.4M |
| NEE NEXTERA ENERGY INC | 0.4% | New | 93,400 | $7.3M |
| ABCL ABCELLERA BIOLOGICS INC | 0.4% | Held | 659,750 | $6.5M |
| TSM TAIWAN SEMICONDUCTOR-SP ADR | 0.3% | New | 87,900 | $6.0M |
| SMARGBP SMARTSHEET INC-CLASS A | 0.3% | Added +1.1% | 151,500 | $5.2M |
| FWONKUSD LIBERTY MEDIA CORP-LIBERTY-C | 0.3% | New | 85,400 | $5.0M |
| OSCR OSCAR HEALTH INC - CLASS A | 0.3% | Held | 994,289 | $5.0M |
| OPEN OPENDOOR TECHNOLOGIES INC | 0.3% | Added +560.1% | 1,538,085 | $4.8M |
| RUN SUNRUN INC | 0.2% | New | 139,000 | $3.8M |
| AVTR AVANTOR INC | 0.2% | New | 189,695 | $3.7M |
| IHS IHS HOLDING LTD | 0.2% | Held | 771,096 | $3.4M |
| TXG 10X GENOMICS INC-CLASS A | 0.2% | New | 116,715 | $3.3M |
| SEDG SOLAREDGE TECHNOLOGIES INC | 0.2% | Held | 13,400 | $3.1M |
| CRBU CARIBOU BIOSCIENCES INC | 0.2% | Held | 271,430 | $2.9M |
| MRNA MODERNA INC | 0.1% | Reduced −89.3% | 22,154 | $2.6M |
| CCC CCC INTELLIGENT SOLUTIONS HO | 0.1% | Held | 281,879 | $2.6M |
| DISH DISH NETWORK CORP-A | 0.1% | Held | 112,400 | $1.6M |
| RETAEUR REATA PHARMACEUTICALS INC-A | 0.1% | Held | 58,997 | $1.5M |
| ACAD ACADIA PHARMACEUTICALS INC | 0.1% | Held | 74,400 | $1.2M |
| COMP COMPASS INC - CLASS A | 0.1% | Held | 399,100 | $926K |
| BTU PEABODY ENERGY CORP | 0.0% | New | 21,587 | $536K |
| SNSEEUR SENSEI BIOTHERAPEUTICS INC | 0.0% | Held | 100,000 | $155K |
| Cazoo Group Ltd | 0.0% | Held | 140,100 | $64K |
| JOBY JOBY AVIATION INC | 0.0% | New | 11,246 | $49K |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| WLK WESTLAKE CORP | 145,520 | $14.3M |
| BKNG BOOKING HOLDINGS INC | 7,748 | $13.6M |
| PSX PHILLIPS 66 | 119,380 | $9.8M |
| IOT SAMSARA INC-CL A | 400,900 | $4.5M |
| PRCT PROCEPT BIOROBOTICS CORP | 39,266 | $1.3M |
| GLBE GLOBAL-E ONLINE LTD | 20,180 | $407K |
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.