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Fund detail

Duquesne Family Office (Druckenmiller)

hedge-fund, famous-pm, druckenmiller, macro, active

Quarters 52
2018-06-30 $2.07B
Positions 33
Showing 30 of 41 rows

Price is the latest implied close from the selected quarter's 13F (value ÷ shares). Est. Cost is a running average that assumes each quarter's trades cleared near the midpoint of consecutive 13F closes (or yfinance VWAP when available). Most accurate for slow accumulators, least accurate for activists who build positions in a few days.

# Issuer Value ↓ Weight Shares Share Δ Share Δ % Prev Weight First Held Price Est. Cost Unrealized % Status
1 MICROSOFT CORP MSFT $294.5M 14.22% 2,986,800 +556,600 +22.90% 12.26% 2014-03-31 $99 ~$70 +40.58%
2 AMAZON COM INC AMZN $263.9M 12.74% 155,253 -15,600 -9.13% 13.66% 2013-09-30 $1,700 ~$844 +101.29%
3 SALESFORCE COM INC CRM $232.6M 11.23% 1,705,300 +0 +0.00% 10.96% 2016-06-30 $136 ~$85 +60.05%
4 ALPHABET INC GOOGL $192.4M 9.29% 170,400 -88,750 -34.25% 14.85% 2015-12-31 $1,129 ~$887 +27.34%
5 FACEBOOK INC META $178.4M 8.61% 918,000 +918,000 2014-06-30 $194 ~$134 +45.48%
6 ALIBABA GROUP HLDG LTD BABA $149.2M 7.20% 804,300 +146,900 +22.35% 6.67% 2014-09-30 $186 ~$123 +51.01%
7 GILEAD SCIENCES INC GILD $85.4M 4.12% 1,205,300 +1,205,300 2013-06-30 $71 ~$173 -59.02%
8 WORKDAY INC WDAY $78.8M 3.80% 650,500 +81,300 +14.28% 4.00% 2013-06-30 $121 ~$159 -24.06%
9 NETFLIX INC NFLX $74.3M 3.58% 189,700 +0 +0.00% 3.10% 2017-03-31 $391 ~$188 +108.67%
10 VANECK VECTORS ETF TR OSVEUR $44.1M 2.13% 1,680,200 +1,680,200 2018-06-30 $26 ~$26 +0.00%
11 STAMPS COM INC STMP $39.1M 1.89% 154,600 -3,400 -2.15% 1.76% 2017-12-31 $253 ~$188 +34.60%
12 MARATHON PETE CORP MPC $34.8M 1.68% 496,400 +496,400 2013-12-31 $70 ~$55 +28.26%
13 SPLUNK INC SPLKCHF $34.0M 1.64% 342,600 +342,600 2018-06-30 $99 ~$99 +0.00%
14 AUTODESK INC ADSK $33.3M 1.61% 254,300 +254,300 2017-03-31 $131 ~$90 +45.05%
15 DEVON ENERGY CORP NEW DVN $32.6M 1.57% 740,700 +740,700 2014-06-30 $44 ~$64 -31.64%
16 ADOBE SYS INC ADBE $29.9M 1.44% 122,500 +0 +0.00% 1.46% 2013-12-31 $244 ~$62 +294.53%
17 ACTIVISION BLIZZARD INC ATVIEUR $25.7M 1.24% 337,200 +337,200 2016-09-30 $76 ~$47 +63.67%
18 TAL ED GROUP TAL $25.1M 1.21% 682,000 +0 +0.00% 1.40% 2018-03-31 $37 ~$37 -0.78%
19 SELECT SECTOR SPDR TR XLE $24.7M 1.19% 325,600 +325,600 2013-09-30 $76 ~$81 -5.85%
20 HOME DEPOT INC HD $24.7M 1.19% 126,500 +126,500 2014-09-30 $195 ~$96 +104.13%
21 AC IMMUNE SA $22.3M 1.07% 2,388,700 +0 +0.00% 1.36% 2016-09-30 $9 ~$15 -36.96%
22 CLOVIS ONCOLOGY INC CLVSEUR $21.9M 1.06% 482,000 +482,000 2018-06-30 $45 ~$45 +0.00%
23 ISHARES TR IBB $20.3M 0.98% 183,900 +183,900 2016-09-30 $111 ~$100 +11.09%
24 CTRIP COM INTL LTD CTRPUSD $20.1M 0.97% 421,100 +115,400 +37.75% 0.79% 2015-06-30 $48 ~$51 -7.21%
25 SQUARE INC XYZ $15.2M 0.73% 247,000 +247,000 2018-06-30 $62 ~$62 +0.00%
26 ELECTRONIC ARTS INC EA $15.2M 0.73% 107,600 +107,600 2017-03-31 $141 ~$91 +54.78%
27 FREEPORT-MCMORAN INC FCX $14.8M 0.71% 858,000 +858,000 2015-06-30 $17 ~$16 +5.10%
28 COUPA SOFTWARE INC COUPEUR $10.3M 0.50% 164,900 +164,900 2018-06-30 $62 ~$62 +0.00%
29 CENOVUS ENERGY INC CVE $10.2M 0.49% 986,300 +986,300 2018-06-30 $10 ~$10 +0.00%
30 NABORS INDUSTRIES LTD $7.5M 0.36% 1,176,000 +1,176,000 2018-06-30 $6 ~$6 +0.00%