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Fund detail

Duquesne Family Office (Druckenmiller)

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

Quarters 52
2023-03-31 $2.31B
Positions 48
Showing 30 of 77 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 Coupang Inc CPNG $302.4M 13.10% 20,283,765 +0 +0.00% 14.77% 2021-03-31 $15 ~$36 -58.20%
2 Nvidia Corporation NVDA $219.8M 9.53% 791,475 +208,560 +35.78% 4.22% 2016-06-30 $278 ~$87 +217.68%
3 Microsoft Corp MSFT $210.2M 9.11% 729,040 +729,040 2014-03-31 $288 ~$242 +19.14%
4 Lilly Eli & Co LLY $208.2M 9.02% 606,210 -131,515 -17.83% 13.36% 2022-06-30 $343 ~$331 +3.72%
5 Lamb Weston Hldgs Inc LW $206.8M 8.96% 1,978,810 +320,935 +19.36% 7.33% 2022-09-30 $105 ~$83 +26.38%
6 Teck Resources Ltd TECK $118.1M 5.12% 3,235,347 +1,454,642 +81.69% 3.33% 2020-09-30 $36 ~$32 +12.77%
7 Kbr Inc KBR $99.1M 4.29% 1,799,644 +112,176 +6.65% 4.41% 2021-03-31 $55 ~$44 +26.48%
8 Iqvia Hldgs Inc IQV $94.4M 4.09% 474,500 +474,500 2020-03-31 $199 ~$171 +16.24%
9 Alphabet Inc GOOGL $91.0M 3.95% 877,720 +877,720 2015-12-31 $104 ~$105 -1.54%
10 Amazon Com Inc AMZN $83.5M 3.62% 807,975 +807,975 2013-09-30 $103 ~$112 -7.44%
11 T-Mobile Us Inc TMUS $72.2M 3.13% 498,204 +43,842 +9.65% 3.15% 2017-03-31 $145 ~$101 +43.45%
12 Taiwan Semiconductor Mfg Ltd TSM $53.8M 2.33% 578,590 +578,590 2021-03-31 $93 ~$86 +7.56%
13 Meta Platforms Inc META $50.8M 2.20% 239,615 -662,060 -73.43% 5.37% 2014-06-30 $212 ~$147 +44.53%
14 Natera Inc NTRA $49.6M 2.15% 893,030 +249,500 +38.77% 1.28% 2022-09-30 $56 ~$44 +24.83%
15 News Corp New NWSA $47.6M 2.06% 2,756,125 +2,756,125 2023-03-31 $17 ~$17 +0.00%
16 Chevron Corp New CVX $36.5M 1.58% 223,500 -760,155 -77.28% 8.74% 2021-12-31 $163 ~$133 +22.80%
17 Freeport-Mcmoran Inc FCX $34.3M 1.48% 837,627 +0 +0.00% 1.58% 2015-06-30 $41 ~$11 +289.33%
18 Advanced Micro Devices Inc AMD $32.3M 1.40% 329,677 +21,442 +6.96% 0.99% 2022-12-31 $98 ~$66 +48.84%
19 Vertiv Holdings Co VRT $29.2M 1.26% 2,039,946 -3,876,174 -65.52% 4.00% 2022-09-30 $14 ~$10 +42.40%
20 Skechers U S A Inc SKAA $25.7M 1.11% 540,050 +540,050 2023-03-31 $48 ~$48 +0.00%
21 Option Care Health Inc OPCH $25.5M 1.11% 803,815 -722,305 -47.33% 2.27% 2020-12-31 $32 ~$28 +11.64%
22 Illumina Inc ILMN $25.4M 1.10% 109,285 +109,285 2013-09-30 $233 ~$149 +56.35%
23 Marvell Technology Inc MRVL $24.7M 1.07% 571,320 +571,320 2023-03-31 $43 ~$43 +0.00%
24 Barrick Gold Corp ABX $21.9M 0.95% 1,176,875 +1,176,875 2016-03-31 $19 ~$16 +12.86%
25 Palo Alto Networks Inc PANW $15.0M 0.65% 75,235 -34,035 -31.15% 0.75% 2019-06-30 $200 ~$95 +109.86%
26 News Corp New NWS $10.7M 0.46% 613,050 +613,050 2023-03-31 $17 ~$17 +0.00%
27 Phillips 66 PSX $10.2M 0.44% 100,555 -13,295 -11.68% 0.59% 2014-06-30 $101 ~$81 +25.75%
28 Willscot Mobil Mini Hldng Co WSC $10.1M 0.44% 215,500 -94,366 -30.45% 0.69% 2021-12-31 $47 ~$41 +15.33%
29 Arch Resources Inc ARCH1USD $9.9M 0.43% 75,665 -53,475 -41.41% 0.91% 2022-09-30 $131 ~$119 +10.84%
30 Iveric Bio Inc OPHTEUR $9.7M 0.42% 400,000 +400,000 2023-03-31 $24 ~$24 +0.00%