Duquesne Family Office LLC
Stanley Druckenmiller · As of Q3 2024 · filed Nov 14, 2024
| NTRA NATERA INC | 15.3% | Added +80.6% | 3,566,850 | $452.8M |
| CPNG COUPANG INC | 9.7% | Added +6.6% | 11,696,092 | $287.1M |
| COHR COHERENT CORP | 9.0% | Reduced −17.0% | 2,978,530 | $264.8M |
| WWD WOODWARD INC | 6.1% | Added +10.8% | 1,057,715 | $181.4M |
| STX SEAGATE TECHNOLOGY HOLDINGS | 6.1% | Reduced −6.5% | 1,640,369 | $179.7M |
| PM PHILIP MORRIS INTERNATIONAL | 4.7% | Added +27.6% | 1,134,635 | $137.7M |
| KRE SS SPDR S&P REGIONAL BANK | 3.9% | New | 2,053,323 | $116.2M |
| MELI MERCADOLIBRE INC | 3.3% | Added +31.8% | 48,110 | $98.7M |
| FCX FREEPORT-MCMORAN INC | 2.3% | Added +19.4% | 1,376,935 | $68.7M |
| FLUT FLUTTER ENTERTAINMENT PLC-DI | 2.1% | Reduced −22.1% | 260,953 | $61.8M |
| KMI KINDER MORGAN INC | 2.0% | Reduced −61.3% | 2,612,000 | $57.7M |
| PM CALL PHILIP MORRIS INTERNATIONAL | 1.9% | Reduced −51.0% | 472,200 | $57.3M |
| TECK TECK RESOURCES LTD-CLS B | 1.8% | Reduced −30.0% | 1,017,085 | $53.1M |
| VST VISTRA CORP | 1.6% | Reduced −85.1% | 391,355 | $46.4M |
| AVGO BROADCOM INC | 1.4% | New | 239,980 | $41.4M |
| DFSEUR DISCOVER FINANCIAL SERVICES | 1.4% | Added +70.3% | 284,865 | $40.0M |
| Ascendis Pharma A/S | 1.3% | New | 265,040 | $39.6M |
| MAA MID-AMERICA APARTMENT COMM | 1.3% | Reduced −62.9% | 238,720 | $37.9M |
| CPT CAMDEN PROPERTY TRUST | 1.2% | Reduced −49.7% | 290,915 | $35.9M |
| DAKT DAKTRONICS INC | 1.1% | Added +3.0% | 2,568,355 | $33.2M |
| WAB WABTEC CORP | 1.1% | Added +19.2% | 179,650 | $32.7M |
| NVT NVENT ELECTRIC PLC | 1.1% | New | 451,065 | $31.7M |
| STX CALL SEAGATE TECHNOLOGY HOLDINGS | 1.0% | New | 263,000 | $28.8M |
| BMA BANCO MACRO SA-ADR | 0.9% | Added +55.3% | 424,130 | $26.9M |
| TEVA TEVA PHARMACEUTICAL-SP ADR | 0.9% | New | 1,427,950 | $25.7M |
| BCS BARCLAYS PLC-SPONS ADR | 0.8% | Reduced −3.3% | 2,007,755 | $24.4M |
| X UNITED STATES STEEL CORP | 0.8% | New | 663,090 | $23.4M |
| SWTXUSD SPRINGWORKS THERAPEUTICS INC | 0.8% | Reduced −31.0% | 705,066 | $22.6M |
| GTM ZOOMINFO TECHNOLOGIES INC | 0.7% | Reduced −63.6% | 2,140,726 | $22.1M |
| CNM CORE & MAIN INC-CLASS A | 0.7% | New | 475,195 | $21.1M |
| C CITIGROUP INC | 0.7% | New | 327,400 | $20.5M |
| I9SA VERONA PHARMA PLC - ADR | 0.7% | New | 686,045 | $19.7M |
| ARGT GLOBAL X MSCI ARGENTINA ETF | 0.6% | Held | 282,000 | $18.7M |
| MSFT MICROSOFT CORP | 0.6% | Reduced −89.2% | 43,095 | $18.5M |
| ADBE ADOBE INC | 0.6% | Reduced −6.0% | 34,495 | $17.9M |
| CRNX CRINETICS PHARMACEUTICALS IN | 0.5% | Held | 309,000 | $15.8M |
| CRH CRH PLC | 0.5% | New | 162,500 | $15.1M |
| GGAL GRUPO FINANCIERO GALICIA-ADR | 0.5% | Reduced −25.3% | 355,263 | $15.0M |
| PANW PALO ALTO NETWORKS INC | 0.5% | Reduced −50.9% | 43,712 | $14.9M |
| WULF TERAWULF INC | 0.5% | Added +40.9% | 2,944,451 | $13.8M |
| TPG PUT TPG INC | 0.4% | New | 217,500 | $12.5M |
| FLEX FLEX LTD | 0.4% | Reduced −75.9% | 348,900 | $11.7M |
| CB CHUBB LTD | 0.3% | New | 34,800 | $10.0M |
| ADSK AUTODESK INC | 0.3% | New | 36,400 | $10.0M |
| MTB M & T BANK CORP | 0.3% | New | 56,200 | $10.0M |
| TFC TRUIST FINANCIAL CORP | 0.3% | New | 233,500 | $10.0M |
| TSM TAIWAN SEMICONDUCTOR-SP ADR | 0.3% | New | 57,355 | $10.0M |
| USB US BANCORP | 0.3% | New | 217,400 | $9.9M |
| HBAN HUNTINGTON BANCSHARES INC | 0.3% | New | 671,200 | $9.9M |
| CFG CITIZENS FINANCIAL GROUP | 0.3% | New | 238,600 | $9.8M |
| KEY KEYCORP | 0.3% | New | 583,900 | $9.8M |
| FHN FIRST HORIZON CORP | 0.3% | New | 619,700 | $9.6M |
| ABCB AMERIS BANCORP | 0.3% | New | 154,000 | $9.6M |
| FCNCA FIRST CITIZENS BCSHS -CL A | 0.3% | New | 5,183 | $9.5M |
| YPF YPF S.A.-SPONSORED ADR | 0.3% | Reduced −32.6% | 430,100 | $9.1M |
| SPRY ARS PHARMACEUTICALS INC | 0.3% | New | 536,900 | $7.8M |
| GEV GE VERNOVA INC | 0.3% | Reduced −90.2% | 29,250 | $7.5M |
| SLN SILENCE THERAPEUTICS PLC-ADR | 0.2% | Held | 387,400 | $7.0M |
| ACLXGBX ARCELLX INC | 0.2% | Held | 74,100 | $6.2M |
| TRP TC ENERGY CORP | 0.2% | New | 115,400 | $5.5M |
| SBUX STARBUCKS CORP | 0.2% | New | 52,305 | $5.1M |
| XPO XPO INC | 0.2% | New | 46,500 | $5.0M |
| PCVX VAXCYTE INC | 0.2% | New | 42,965 | $4.9M |
| WDC WESTERN DIGITAL CORP | 0.2% | New | 71,405 | $4.9M |
| NAMS NEWAMSTERDAM PHARMA CO NV | 0.2% | New | 287,535 | $4.8M |
| RARE ULTRAGENYX PHARMACEUTICAL IN | 0.2% | New | 85,445 | $4.7M |
| BCYC BICYCLE THERAPEUTICS PLC-ADR | 0.1% | Held | 190,200 | $4.3M |
| ARM ARM HOLDINGS PLC-ADR | 0.1% | New | 21,610 | $3.1M |
| IHS IHS HOLDING LTD | 0.1% | Held | 770,310 | $2.3M |
| TLSI TRISALUS LIFE SCIENCES INC | 0.1% | Held | 426,921 | $2.0M |
| PLTR PALANTIR TECHNOLOGIES INC-A | 0.1% | Reduced −94.6% | 41,710 | $1.6M |
| INSM INSMED INC | 0.0% | Held | 20,000 | $1.5M |
| NRIX NURIX THERAPEUTICS INC | 0.0% | Held | 44,200 | $993K |
| IVVD INVIVYD INC | 0.0% | Held | 571,425 | $583K |
| JOBY JOBY AVIATION INC | 0.0% | Held | 22,492 | $113K |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| OPCH OPTION CARE HEALTH INC | 1,871,818 | $51.8M |
| NVDA NVIDIA CORP | 214,060 | $26.4M |
| MSGE MADISON SQUARE GARDEN ENTERT | 694,225 | $23.8M |
| NWSA NEWS CORP - CLASS A | 683,800 | $18.9M |
| ANETEUR ARISTA NETWORKS INC | 52,275 | $18.3M |
| NWS NEWS CORP - CLASS B | 635,850 | $18.1M |
| BAH BOOZ ALLEN HAMILTON HOLDINGS | 83,841 | $12.9M |
| IQV IQVIA HOLDINGS INC | 60,360 | $12.8M |
| LYV LIVE NATION ENTERTAINMENT IN | 103,100 | $9.7M |
| CNK CINEMARK HOLDINGS INC | 400,792 | $8.7M |
| VCYT VERACYTE INC | 259,944 | $5.6M |
| AES AES CORP | 314,750 | $5.5M |
| AAPL APPLE INC | 24,400 | $5.1M |
| SGI SOMNIGROUP INTERNATIONAL INC | 103,100 | $4.9M |
| LBTYA LIBERTY GLOBAL LTD-A | 275,275 | $4.8M |
| SE SEA LTD-ADR | 66,900 | $4.8M |
| LBTYK LIBERTY GLOBAL LTD-C | 261,875 | $4.7M |
| EQT EQT CORP | 121,000 | $4.5M |
| SPHR SPHERE ENTERTAINMENT CO | 122,411 | $4.3M |
| BLDR BUILDERS FIRSTSOURCE INC | 29,385 | $4.1M |
| GPCR STRUCTURE THERAPEUTICS INC | 37,700 | $1.5M |
| TEO TELECOM ARGENTINA SA-SP ADR | 143,051 | $1.0M |
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.