Duquesne Family Office LLC
Stanley Druckenmiller · As of Q4 2024 · filed Feb 14, 2025
| NTRA NATERA INC | 15.2% | Held | 3,566,850 | $564.6M |
| COHR COHERENT CORP | 7.2% | Reduced −5.3% | 2,820,930 | $267.2M |
| WWD WOODWARD INC | 5.5% | Added +15.9% | 1,225,750 | $204.0M |
| TEVA TEVA PHARMACEUTICAL-SP ADR | 5.3% | Added +530.1% | 8,997,400 | $198.3M |
| CPNG COUPANG INC | 5.3% | Reduced −23.9% | 8,902,649 | $195.7M |
| PM PHILIP MORRIS INTERNATIONAL | 4.4% | Added +19.2% | 1,352,255 | $162.7M |
| STX SEAGATE TECHNOLOGY HOLDINGS | 3.6% | Reduced −4.7% | 1,564,076 | $135.0M |
| UAL UNITED AIRLINES HOLDINGS INC | 2.7% | New | 1,043,805 | $101.4M |
| MELI MERCADOLIBRE INC | 2.5% | Added +11.7% | 53,725 | $91.4M |
| SKAA SKECHERS USA INC-CL A | 1.9% | New | 1,074,840 | $72.3M |
| AMZN AMAZON.COM INC | 1.9% | New | 328,400 | $72.0M |
| YPF YPF S.A.-SPONSORED ADR | 1.9% | Added +292.4% | 1,687,716 | $71.7M |
| SLM SLM CORP | 1.9% | New | 2,520,275 | $69.5M |
| KMI KINDER MORGAN INC | 1.6% | Reduced −14.8% | 2,225,300 | $61.0M |
| DAL CALL DELTA AIR LINES INC | 1.5% | New | 949,500 | $57.4M |
| X UNITED STATES STEEL CORP | 1.5% | Added +142.8% | 1,610,040 | $54.7M |
| WAB WABTEC CORP | 1.4% | Added +55.9% | 280,060 | $53.1M |
| DAL DELTA AIR LINES INC | 1.3% | New | 817,740 | $49.5M |
| WBD WARNER BROS DISCOVERY INC | 1.3% | New | 4,657,650 | $49.2M |
| LLY ELI LILLY & CO | 1.3% | New | 62,190 | $48.0M |
| BMA BANCO MACRO SA-ADR | 1.3% | Added +14.5% | 485,430 | $47.0M |
| ARGT GLOBAL X MSCI ARGENTINA ETF | 1.2% | Added +94.6% | 548,800 | $45.4M |
| AAL CALL AMERICAN AIRLINES GROUP INC | 1.2% | New | 2,573,500 | $44.9M |
| DAKT DAKTRONICS INC | 1.2% | Added +2.2% | 2,625,105 | $44.3M |
| STX CALL SEAGATE TECHNOLOGY HOLDINGS | 1.2% | Added +93.7% | 509,500 | $44.0M |
| BCS BARCLAYS PLC-SPONS ADR | 1.1% | Added +58.7% | 3,186,855 | $42.4M |
| I9SA VERONA PHARMA PLC - ADR | 1.1% | Added +29.4% | 887,580 | $41.2M |
| INSM INSMED INC | 1.1% | Added +2867.3% | 593,470 | $41.0M |
| VST VISTRA CORP | 1.0% | Reduced −27.6% | 283,355 | $39.1M |
| Ascendis Pharma A/S | 1.0% | Held | 265,040 | $36.5M |
| BN BROOKFIELD CORP | 0.9% | New | 610,225 | $35.1M |
| MU MICRON TECHNOLOGY INC | 0.9% | New | 408,885 | $34.4M |
| KRE SS SPDR S&P REGIONAL BANK | 0.9% | Reduced −73.0% | 554,138 | $33.4M |
| BWXT BWX TECHNOLOGIES INC | 0.9% | New | 299,171 | $33.3M |
| GEV GE VERNOVA INC | 0.9% | Added +241.0% | 99,750 | $32.8M |
| SWTXUSD SPRINGWORKS THERAPEUTICS INC | 0.8% | Added +21.9% | 859,694 | $31.1M |
| NVT NVENT ELECTRIC PLC | 0.8% | Held | 451,065 | $30.7M |
| FCX FREEPORT-MCMORAN INC | 0.8% | Reduced −44.9% | 758,905 | $28.9M |
| GGAL GRUPO FINANCIERO GALICIA-ADR | 0.8% | Added +26.3% | 448,663 | $28.0M |
| DFSEUR DISCOVER FINANCIAL SERVICES | 0.7% | Reduced −48.4% | 146,970 | $25.5M |
| WDC WESTERN DIGITAL CORP | 0.7% | Added +484.2% | 417,160 | $24.9M |
| USB US BANCORP | 0.6% | Added +131.6% | 503,595 | $24.1M |
| ARM ARM HOLDINGS PLC-ADR | 0.6% | Added +725.5% | 178,394 | $22.0M |
| UAL CALL UNITED AIRLINES HOLDINGS INC | 0.6% | New | 226,000 | $21.9M |
| TSM TAIWAN SEMICONDUCTOR-SP ADR | 0.6% | Added +87.5% | 107,515 | $21.2M |
| GTM ZOOMINFO TECHNOLOGIES INC | 0.5% | Reduced −17.7% | 1,761,926 | $18.5M |
| TECK TECK RESOURCES LTD-CLS B | 0.5% | Reduced −57.6% | 431,545 | $17.5M |
| PCT PURECYCLE TECHNOLOGIES INC | 0.4% | New | 1,592,500 | $16.3M |
| AAL AMERICAN AIRLINES GROUP INC | 0.4% | New | 919,928 | $16.0M |
| PANW PALO ALTO NETWORKS INC | 0.4% | Added +100.0% | 87,424 | $15.9M |
| TSLA TESLA INC | 0.4% | New | 37,675 | $15.2M |
| GOOGL ALPHABET INC-CL A | 0.4% | New | 76,680 | $14.5M |
| FLEX FLEX LTD | 0.4% | Held | 348,900 | $13.4M |
| FHN FIRST HORIZON CORP | 0.3% | Held | 619,700 | $12.5M |
| WFC WELLS FARGO & CO | 0.3% | New | 157,100 | $11.0M |
| FCNCA FIRST CITIZENS BCSHS -CL A | 0.3% | Held | 5,183 | $11.0M |
| HBAN HUNTINGTON BANCSHARES INC | 0.3% | Held | 671,200 | $10.9M |
| LYV LIVE NATION ENTERTAINMENT IN | 0.3% | New | 79,635 | $10.3M |
| TFC TRUIST FINANCIAL CORP | 0.3% | Held | 233,500 | $10.1M |
| ABCB AMERIS BANCORP | 0.3% | Held | 154,000 | $9.6M |
| KEY KEYCORP | 0.2% | Reduced −9.7% | 527,000 | $9.0M |
| WULF TERAWULF INC | 0.2% | Reduced −50.0% | 1,472,225 | $8.3M |
| NAMS NEWAMSTERDAM PHARMA CO NV | 0.2% | Held | 287,535 | $7.4M |
| PCVX VAXCYTE INC | 0.2% | Added +100.8% | 86,265 | $7.1M |
| CRNX CRINETICS PHARMACEUTICALS IN | 0.2% | Reduced −60.3% | 122,700 | $6.3M |
| MIR MIRION TECHNOLOGIES INC | 0.2% | New | 342,700 | $6.0M |
| SNREN SUNRISE COMMUNICAT-CL A | 0.2% | New | 133,152 | $5.7M |
| ACLXGBX ARCELLX INC | 0.2% | Held | 74,100 | $5.7M |
| C CITIGROUP INC | 0.1% | Reduced −77.8% | 72,655 | $5.1M |
| NU NU HOLDINGS LTD/CAYMAN ISL-A | 0.1% | New | 467,255 | $4.8M |
| ELF ELF BEAUTY INC | 0.1% | New | 37,300 | $4.7M |
| FLUT FLUTTER ENTERTAINMENT PLC-DI | 0.1% | Reduced −93.1% | 18,100 | $4.7M |
| IQV IQVIA HOLDINGS INC | 0.1% | New | 21,500 | $4.2M |
| RARE ULTRAGENYX PHARMACEUTICAL IN | 0.1% | Held | 85,445 | $3.6M |
| PLTR PALANTIR TECHNOLOGIES INC-A | 0.1% | Held | 41,710 | $3.2M |
| TLSI TRISALUS LIFE SCIENCES INC | 0.1% | Held | 426,921 | $2.1M |
| JOBY JOBY AVIATION INC | 0.0% | Added +40.0% | 31,489 | $256K |
| IVVD INVIVYD INC | 0.0% | Held | 571,425 | $253K |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| PM CALL PHILIP MORRIS INTERNATIONAL | 472,200 | $57.3M |
| AVGO BROADCOM INC | 239,980 | $41.4M |
| MAA MID-AMERICA APARTMENT COMM | 238,720 | $37.9M |
| CPT CAMDEN PROPERTY TRUST | 290,915 | $35.9M |
| CNM CORE & MAIN INC-CLASS A | 475,195 | $21.1M |
| MSFT MICROSOFT CORP | 43,095 | $18.5M |
| ADBE ADOBE INC | 34,495 | $17.9M |
| CRH CRH PLC | 162,500 | $15.1M |
| TPG PUT TPG INC | 217,500 | $12.5M |
| CB CHUBB LTD | 34,800 | $10.0M |
| ADSK AUTODESK INC | 36,400 | $10.0M |
| MTB M & T BANK CORP | 56,200 | $10.0M |
| CFG CITIZENS FINANCIAL GROUP | 238,600 | $9.8M |
| SPRY ARS PHARMACEUTICALS INC | 536,900 | $7.8M |
| SLN SILENCE THERAPEUTICS PLC-ADR | 387,400 | $7.0M |
| TRP TC ENERGY CORP | 115,400 | $5.5M |
| SBUX STARBUCKS CORP | 52,305 | $5.1M |
| XPO XPO INC | 46,500 | $5.0M |
| BCYC BICYCLE THERAPEUTICS PLC-ADR | 190,200 | $4.3M |
| IHS IHS HOLDING LTD | 770,310 | $2.3M |
| NRIX NURIX THERAPEUTICS INC | 44,200 | $993K |
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.