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Fund detail

Duquesne Family Office (Druckenmiller)

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

Quarters 53
2019-09-30 $2.57B
Positions 43
Showing 30 of 75 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. PUT/CALL rows are option exposure and are marked separately.

# Issuer Value ↓ Weight Shares Share Δ Share Δ % Prev Weight First Held Price Est. Cost Unrealized % Status
1 Microsoft Corp MSFT $555.4M 21.61% 3,994,703 -1,231,490 -23.56% 20.78% 2014-03-31 $139 ~$87 +60.58%
2 Amazon Com Inc AMZN $263.1M 10.23% 151,536 +26,009 +20.72% 7.06% 2013-09-30 $1,736 ~$1,169 +48.52%
3 General Electric Co $132.7M 5.16% 14,845,368 +8,654,718 +139.80% 1.93% 2019-03-31 $9 ~$10 -9.08%
4 Servicenow Inc NOW $128.9M 5.01% 507,618 +307,038 +153.08% 1.63% 2017-06-30 $254 ~$233 +9.11%
5 Workday Inc WDAY $115.7M 4.50% 680,487 +186,700 +37.81% 3.01% 2013-06-30 $170 ~$167 +2.05%
6 Home Depot Inc HD $96.0M 3.74% 413,800 -40,100 -8.83% 2.80% 2014-09-30 $232 ~$171 +35.43%
7 Mercadolibre Inc MELI $94.2M 3.67% 170,888 -24,025 -12.33% 3.54% 2018-06-30 $551 ~$370 +48.82%
8 Visa Inc V $93.9M 3.65% 546,100 +201,400 +58.43% 1.78% 2017-06-30 $172 ~$132 +30.46%
9 Netflix Inc NFLX $92.9M 3.61% 347,172 -186,988 -35.01% 5.82% 2017-03-31 $268 ~$312 -14.20%
10 Activision Blizzard Inc ATVIEUR $87.4M 3.40% 1,652,355 -91,720 -5.26% 2.44% 2016-09-30 $53 ~$53 +0.40%
11 Alibaba Group Hldg Ltd BABA $80.4M 3.13% 480,937 -557,456 -53.68% 5.22% 2014-09-30 $167 ~$158 +5.93%
12 Abbott Labs ABT $76.7M 2.98% 916,300 +0 +0.00% 2.29% 2016-06-30 $84 ~$57 +47.80%
13 Sea Ltd SE $75.6M 2.94% 2,443,285 +843,380 +52.71% 1.58% 2019-03-31 $31 ~$30 +4.50%
14 Coupa Software Inc COUPEUR $73.7M 2.87% 568,647 -124,659 -17.98% 2.61% 2018-06-30 $130 ~$70 +85.37%
15 Barrick Gold Corporation ABX $68.0M 2.65% 3,924,300 -55,800 -1.40% 1.86% 2016-03-31 $17 ~$15 +18.05%
16 Shopify Inc SHOP $66.2M 2.58% 212,480 +212,480 2019-09-30 $312 ~$312 +0.00%
17 Anaplan Inc PLANUSD $62.2M 2.42% 1,323,345 +1,323,345 2019-09-30 $47 ~$47 +0.00%
18 Ishares Tr INDA $49.6M 1.93% 1,476,500 +1,476,500 2019-09-30 $34 ~$34 +0.00%
19 Hdfc Bank Ltd HDB $48.4M 1.88% 849,000 +849,000 2014-09-30 $57 ~$47 +21.87%
20 Alteryx Inc AYXEUR $46.2M 1.80% 429,626 +407,253 +1820.29% 0.07% 2019-06-30 $107 ~$108 -0.81%
21 Agnico Eagle Mines Ltd AEM $31.4M 1.22% 586,100 +166,700 +39.75% 0.64% 2016-03-31 $54 ~$46 +17.50%
22 Medicines Co MDCOUSD $29.3M 1.14% 585,500 +585,500 2019-09-30 $50 ~$50 +0.00%
23 Facebook Inc META $25.3M 0.98% 142,068 +107,127 +306.59% 0.20% 2014-06-30 $178 ~$178 +0.11%
24 Okta Inc OKTA $23.6M 0.92% 239,300 +239,300 2018-12-31 $98 ~$88 +12.26%
25 Fidelity Natl Information Sv FIS $16.6M 0.65% 125,305 -367,932 -74.60% 1.80% 2019-03-31 $133 ~$114 +16.35%
26 Electronic Arts Inc EA $15.8M 0.61% 161,500 +161,500 2017-03-31 $98 ~$100 -2.43%
27 General Electric Co CALL $15.4M 0.60% 1,724,100 +1,724,100 2019-09-30
28 Intuitive Surgical Inc ISRG $15.0M 0.58% 27,800 +27,800 2018-12-31 $540 ~$486 +11.05%
29 Smartsheet Inc SMARGBP $13.9M 0.54% 386,510 +349,770 +952.01% 0.05% 2019-06-30 $36 ~$43 -15.82%
30 Reata Pharmaceuticals Inc RETAEUR $13.9M 0.54% 173,285 +173,285 2019-09-30 $80 ~$80 +0.00%