Duquesne Family Office LLC
Stanley Druckenmiller · As of Q4 2021 · filed Feb 14, 2022
| CPNG COUPANG INC | 18.9% | Added +14.6% | 17,763,525 | $521.9M |
| GOOGL ALPHABET INC-CL A | 9.9% | Reduced −19.3% | 94,414 | $273.5M |
| MSFT MICROSOFT CORP | 9.8% | Added +2.9% | 800,490 | $269.2M |
| FCX FREEPORT-MCMORAN INC | 7.3% | Held | 4,836,809 | $201.8M |
| AMZN AMAZON.COM INC | 6.9% | Reduced −41.7% | 56,882 | $189.7M |
| PANW PALO ALTO NETWORKS INC | 4.6% | Reduced −42.5% | 229,500 | $127.8M |
| CVNA CARVANA CO | 4.4% | Added +280.5% | 522,127 | $121.0M |
| BKNG BOOKING HOLDINGS INC | 3.7% | Reduced −1.4% | 42,917 | $103.0M |
| CVX CHEVRON CORP | 3.5% | New | 824,440 | $96.7M |
| TMUS T-MOBILE US INC | 3.3% | Reduced −6.9% | 796,303 | $92.4M |
| ABNB AIRBNB INC-CLASS A | 3.0% | Reduced −0.9% | 496,861 | $82.7M |
| SNAP SNAP INC - A | 2.5% | New | 1,444,155 | $67.9M |
| WSC WILLSCOT HOLDINGS CORP | 2.2% | New | 1,501,942 | $61.3M |
| KBR KBR INC | 1.8% | Added +19.7% | 1,036,426 | $49.4M |
| FLEX FLEX LTD | 1.7% | Added +65.4% | 2,537,199 | $46.5M |
| SBUX STARBUCKS CORP | 1.5% | Reduced −82.8% | 361,990 | $42.3M |
| PRCT PROCEPT BIOROBOTICS CORP | 1.5% | Added +176.7% | 1,660,435 | $41.5M |
| OPCH OPTION CARE HEALTH INC | 1.2% | Added +15.3% | 1,190,938 | $33.9M |
| SMARGBP SMARTSHEET INC-CLASS A | 1.1% | Added +502.7% | 390,011 | $30.2M |
| PLTR PALANTIR TECHNOLOGIES INC-A | 1.1% | Held | 1,632,937 | $29.7M |
| LYV LIVE NATION ENTERTAINMENT IN | 1.1% | Reduced −42.8% | 244,590 | $29.3M |
| EXPE EXPEDIA GROUP INC | 1.0% | Reduced −83.1% | 154,070 | $27.8M |
| SE SEA LTD-ADR | 0.8% | Added +19.1% | 104,689 | $23.4M |
| IR INGERSOLL-RAND INC | 0.7% | New | 333,295 | $20.6M |
| COUPEUR COUPA SOFTWARE INC | 0.7% | Reduced −6.0% | 129,399 | $20.5M |
| DISH DISH NETWORK CORP-A | 0.7% | Added +3.5% | 570,434 | $18.5M |
| RETAEUR REATA PHARMACEUTICALS INC-A | 0.4% | Reduced −41.5% | 406,264 | $10.7M |
| GWRE GUIDEWIRE SOFTWARE INC | 0.4% | New | 88,250 | $10.0M |
| TASK TASKUS INC-A | 0.4% | New | 181,000 | $9.8M |
| ABCL ABCELLERA BIOLOGICS INC | 0.3% | Held | 659,750 | $9.4M |
| IHS IHS HOLDING LTD | 0.3% | New | 771,096 | $8.7M |
| LVS CALL LAS VEGAS SANDS CORP | 0.3% | Held | 230,000 | $8.7M |
| LAD LITHIA MOTORS INC | 0.3% | Held | 29,081 | $8.6M |
| OLLI OLLIE'S BARGAIN OUTLET HOLDI | 0.3% | New | 158,200 | $8.1M |
| OSCR OSCAR HEALTH INC - CLASS A | 0.3% | Held | 994,289 | $7.8M |
| IOT SAMSARA INC-CL A | 0.3% | New | 272,700 | $7.7M |
| RUN SUNRUN INC | 0.2% | New | 178,450 | $6.1M |
| LMT LOCKHEED MARTIN CORP | 0.2% | New | 14,450 | $5.1M |
| BTI BRITISH AMERICAN TOB-SP ADR | 0.2% | New | 132,550 | $5.0M |
| FSLY FASTLY INC - CLASS A | 0.2% | Reduced −49.3% | 130,685 | $4.6M |
| RXRX RECURSION PHARMACEUTICALS-A | 0.2% | Held | 259,941 | $4.5M |
| CRBU CARIBOU BIOSCIENCES INC | 0.1% | Held | 271,430 | $4.1M |
| COMP COMPASS INC - CLASS A | 0.1% | New | 399,100 | $3.6M |
| OPEN OPENDOOR TECHNOLOGIES INC | 0.1% | New | 233,000 | $3.4M |
| CCC CCC INTELLIGENT SOLUTIONS HO | 0.1% | Held | 281,879 | $3.2M |
| S SENTINELONE INC -CLASS A | 0.1% | Held | 60,000 | $3.0M |
| ACAD ACADIA PHARMACEUTICALS INC | 0.1% | Held | 74,400 | $1.7M |
| Cazoo Group Ltd | 0.0% | New | 140,100 | $845K |
| SNSEEUR SENSEI BIOTHERAPEUTICS INC | 0.0% | Held | 100,000 | $580K |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| INTU INTUIT INC | 87,149 | $47.0M |
| META META PLATFORMS INC-CLASS A | 105,883 | $35.9M |
| MRNA MODERNA INC | 85,971 | $33.1M |
| ZM ZOOM COMMUNICATIONS INC | 117,690 | $30.8M |
| PENN PENN ENTERTAINMENT INC | 417,200 | $30.2M |
| TECK TECK RESOURCES LTD-CLS B | 1,044,452 | $26.0M |
| FWONKUSD LIBERTY MEDIA CORP-LIBERTY-C | 485,800 | $25.0M |
| FTCHQ FARFETCH LTD-CLASS A | 629,470 | $23.6M |
| NKTREUR NEKTAR THERAPEUTICS | 1,000,000 | $18.0M |
| STNE STONECO LTD-A | 382,100 | $13.3M |
| 8QR CONFLUENT INC-CLASS A | 140,300 | $8.4M |
| OMF ONEMAIN HOLDINGS INC | 83,750 | $4.6M |
| NXH NEIGHBORHOOD INTELLIGENCE IN | 49,650 | $3.9M |
| CF CF INDUSTRIES HOLDINGS INC | 47,000 | $2.6M |
| Decarbonization Plus Acqu Ii | 94,900 | $954K |
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.