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Fund detail

Duquesne Family Office (Druckenmiller)

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

Quarters 52
2020-09-30 $3.44B
Positions 58
Showing 30 of 85 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 $556.5M 16.15% 2,645,630 +845,805 +46.99% 11.21% 2014-03-31 $210 ~$150 +40.45%
2 Amazon Com Inc AMZN $273.0M 7.93% 86,717 +1,482 +1.74% 7.20% 2013-09-30 $3,149 ~$1,829 +72.20%
3 T-Mobile Us Inc TMUS $228.0M 6.62% 1,994,124 +422,800 +26.91% 5.01% 2017-03-31 $114 ~$86 +33.56%
4 Alibaba Group Hldg Ltd BABA $160.4M 4.66% 545,755 +111,154 +25.58% 2.87% 2014-09-30 $294 ~$210 +40.24%
5 Sea Ltd SE $151.1M 4.39% 981,083 -9,354 -0.94% 3.25% 2019-03-31 $154 ~$30 +420.12%
6 Netflix Inc NFLX $139.2M 4.04% 278,372 -31,105 -10.05% 4.31% 2017-03-31 $500 ~$319 +56.71%
7 Penn Natl Gaming Inc PENN $137.6M 3.99% 1,892,501 +845,707 +80.79% 0.98% 2020-06-30 $73 ~$40 +81.93%
8 Barrick Gold Corp ABX $136.4M 3.96% 4,853,153 +581,553 +13.61% 3.52% 2016-03-31 $28 ~$16 +70.84%
9 Starbucks Corp SBUX $125.6M 3.65% 1,462,100 +556,185 +61.39% 2.04% 2020-06-30 $86 ~$76 +13.15%
10 Jd.Com Inc JD $118.1M 3.43% 1,521,943 +29,203 +1.96% 2.75% 2015-06-30 $78 ~$46 +69.04%
11 Freeport-Mcmoran Inc FCX $98.8M 2.87% 6,318,400 -147,800 -2.29% 2.29% 2015-06-30 $16 ~$11 +48.84%
12 Nuance Communications Inc NUANEUR $96.6M 2.81% 2,911,525 +2,911,525 2020-09-30 $33 ~$33 +0.00%
13 Mercadolibre Inc MELI $77.0M 2.23% 71,121 +35,416 +99.19% 1.08% 2018-06-30 $1,082 ~$815 +32.77%
14 Vaneck Vectors Etf Tr GDX $70.8M 2.06% 1,808,825 +1,808,825 2020-09-30 $39 ~$39 +0.00%
15 Alphabet Inc GOOGL $60.4M 1.75% 41,181 -45,321 -52.39% 3.75% 2015-12-31 $1,466 ~$1,163 +26.04%
16 Nextera Energy Inc NEE $59.9M 1.74% 215,884 +215,884 2020-09-30 $278 ~$278 +0.00%
17 Carnival Corp CCL1EUR $58.0M 1.68% 3,820,600 +1,021,875 +36.51% 1.41% 2015-09-30 $15 ~$30 -49.63%
18 Facebook Inc META $54.4M 1.58% 207,895 -24,103 -10.39% 1.61% 2014-06-30 $262 ~$188 +39.56%
19 Alnylam Pharmaceuticals Inc ALNY $53.6M 1.56% 368,419 +0 +0.00% 1.67% 2019-12-31 $146 ~$113 +28.84%
20 Reata Pharmaceuticals Inc RETAEUR $53.0M 1.54% 543,901 +11,023 +2.07% 2.54% 2019-09-30 $97 ~$128 -24.17%
21 Smartsheet Inc SMARGBP $52.9M 1.54% 1,070,448 +53,493 +5.26% 1.58% 2019-06-30 $49 ~$48 +3.47%
22 Workday Inc WDAY $50.8M 1.47% 236,095 -460,135 -66.09% 3.99% 2013-06-30 $215 ~$165 +30.13%
23 Select Sector Spdr Tr XLI $50.0M 1.45% 650,000 +650,000 2013-09-30 $77 ~$56 +38.62%
24 Fidelity Natl Information Sv FIS $46.8M 1.36% 317,851 +150,271 +89.67% 0.69% 2019-03-31 $147 ~$133 +11.02%
25 Verizon Communications Inc VZ $33.8M 0.98% 567,443 +406,768 +253.16% 0.27% 2013-06-30 $59 ~$198 -70.00%
26 General Electric Co $29.9M 0.87% 4,796,478 +0 +0.00% 1.00% 2019-03-31 $6 ~$10 -36.61%
27 Booking Holdings Inc BKNG $29.6M 0.86% 17,290 -20,070 -53.72% 1.82% 2020-06-30 $1,711 ~$1,592 +7.43%
28 Expedia Group Inc EXPE $29.0M 0.84% 316,278 +316,278 2015-03-31 $92 ~$113 -19.10%
29 Paypal Hldgs Inc PYPL $27.8M 0.81% 141,333 -627,177 -81.61% 4.10% 2015-09-30 $197 ~$89 +122.14%
30 Live Nation Entertainment In LYV $26.4M 0.77% 489,607 -339,444 -40.94% 1.12% 2020-06-30 $54 ~$44 +21.54%