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Fund detail

Duquesne Family Office (Druckenmiller)

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

Quarters 52
2023-12-31 $3.35B
Positions 50
Showing 30 of 61 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 Nvidia Corporation NVDA $548.2M 16.36% 1,106,994 +232,338 +26.56% 13.65% 2016-06-30 $495 ~$201 +145.91%
2 Microsoft Corp MSFT $408.4M 12.19% 1,086,120 +68,860 +6.77% 11.53% 2014-03-31 $376 ~$270 +39.18%
3 Coupang Inc CPNG $371.0M 11.07% 22,914,940 +2,011,075 +9.62% 12.75% 2021-03-31 $16 ~$33 -51.62%
4 Eli Lilly & Co LLY $234.7M 7.00% 402,550 -51,565 -11.36% 8.75% 2022-06-30 $583 ~$331 +76.06%
5 Teck Resources Ltd TECK $233.5M 6.97% 5,524,602 +1,418,925 +34.56% 6.35% 2020-09-30 $42 ~$37 +15.76%
6 Seagate Technology Hldngs Pl $180.7M 5.39% 2,116,108 +1,201,065 +131.26% 2.17% 2023-09-30 $85 ~$71 +19.46%
7 Vertiv Holdings Co VRT $111.1M 3.32% 2,313,500 +427,250 +22.65% 2.52% 2022-09-30 $48 ~$22 +118.63%
8 News Corp New NWSA $99.3M 2.96% 4,045,120 -726,905 -15.23% 3.43% 2023-03-31 $25 ~$18 +37.82%
9 General Electric Co GE $93.9M 2.80% 736,095 +0 +0.00% 2.92% 2023-06-30 $128 ~$110 +16.19%
10 Vistra Corp VST $91.9M 2.74% 2,385,061 +396,500 +19.94% 2.37% 2023-09-30 $39 ~$34 +14.56%
11 Ubs Group Ag $74.9M 2.23% 2,414,735 +231,290 +10.59% 1.94% 2023-06-30 $31 ~$22 +39.06%
12 Kbr Inc KBR $64.2M 1.92% 1,158,535 +652,877 +129.11% 1.07% 2021-03-31 $55 ~$51 +8.19%
13 Lamb Weston Hldgs Inc LW $58.3M 1.74% 539,209 -1,286,881 -70.47% 6.06% 2022-09-30 $108 ~$84 +28.90%
14 Cameco Corp CCJ $57.4M 1.71% 1,332,625 +462,885 +53.22% 1.24% 2014-03-31 $43 ~$30 +45.17%
15 Chevron Corp New CVX $57.4M 1.71% 384,595 +0 +0.00% 2.33% 2021-12-31 $149 ~$145 +2.53%
16 Natera Inc NTRA $55.9M 1.67% 893,030 +0 +0.00% 1.42% 2022-09-30 $63 ~$44 +40.84%
17 Arista Networks Inc ANETEUR $55.2M 1.65% 234,185 +234,185 2023-03-31 $236 ~$186 +26.88%
18 Woodward Inc WWD $55.1M 1.64% 404,635 +404,635 2023-12-31 $136 ~$136 +0.00%
19 Option Care Health Inc OPCH $49.1M 1.46% 1,456,215 +250,865 +20.81% 1.40% 2020-12-31 $34 ~$32 +6.19%
20 Tempur Sealy Intl Inc SGI $38.2M 1.14% 749,100 +749,100 2015-12-31 $51 ~$26 +94.03%
21 Flex Ltd $34.6M 1.03% 1,134,400 +1,134,400 2019-12-31 $30 ~$23 +33.92%
22 Barrick Gold Corp ABX $31.8M 0.95% 1,758,300 +1,758,300 2016-03-31 $18 ~$17 +5.95%
23 Booz Allen Hamilton Hldg Cor BAH $30.2M 0.90% 235,800 +235,800 2023-12-31 $128 ~$128 +0.00%
24 Tko Group Holdings Inc TKO $26.7M 0.80% 326,735 +265,270 +431.58% 0.19% 2023-09-30 $82 ~$83 -1.78%
25 News Corp New NWS $25.1M 0.75% 975,600 +0 +0.00% 0.73% 2023-03-31 $26 ~$18 +40.65%
26 Marvell Technology Inc MRVL $21.9M 0.65% 363,585 +363,585 2023-03-31 $60 ~$46 +32.35%
27 Freeport-Mcmoran Inc FCX $20.1M 0.60% 471,535 +471,535 2015-06-30 $43 ~$11 +305.13%
28 Newmont Corp NEM $19.6M 0.59% 474,250 +474,250 2015-06-30 $41 ~$23 +77.18%
29 Palo Alto Networks Inc PANW $19.1M 0.57% 64,715 +64,715 2019-06-30 $295 ~$95 +209.82%
30 Pure Storage Inc P $18.9M 0.57% 531,247 +531,247 2015-12-31 $36 ~$15 +131.74%