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Fund detail

Duquesne Family Office (Druckenmiller)

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

Quarters 52
2020-12-31 $3.71B
Positions 55
Showing 30 of 78 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 $586.8M 15.80% 2,638,074 -7,556 -0.29% 16.15% 2014-03-31 $222 ~$150 +48.52%
2 T-Mobile Us Inc TMUS $315.4M 8.49% 2,338,580 +344,456 +17.27% 6.62% 2017-03-31 $135 ~$91 +47.60%
3 Amazon Com Inc AMZN $269.5M 7.26% 82,753 -3,964 -4.57% 7.93% 2013-09-30 $3,257 ~$1,829 +78.11%
4 Starbucks Corp SBUX $211.5M 5.70% 1,977,100 +515,000 +35.22% 3.65% 2020-06-30 $107 ~$81 +31.62%
5 Freeport-Mcmoran Inc FCX $163.5M 4.40% 6,284,379 -34,021 -0.54% 2.87% 2015-06-30 $26 ~$11 +147.63%
6 Palo Alto Networks Inc PANW $163.1M 4.39% 459,060 +376,760 +457.79% 0.58% 2019-06-30 $355 ~$285 +24.85%
7 Sea Ltd SE $152.2M 4.10% 764,714 -216,369 -22.05% 4.39% 2019-03-31 $199 ~$30 +572.10%
8 Penn Natl Gaming Inc PENN $131.1M 3.53% 1,517,501 -375,000 -19.82% 3.99% 2020-06-30 $86 ~$40 +116.14%
9 Nuance Communications Inc NUANEUR $128.4M 3.46% 2,911,525 +0 +0.00% 2.81% 2020-09-30 $44 ~$33 +32.84%
10 Disney Walt Co DIS $124.0M 3.34% 684,335 +511,135 +295.11% 0.62% 2020-03-31 $181 ~$140 +29.41%
11 Carvana Co CVNA $116.4M 3.14% 485,981 +394,065 +428.72% 0.60% 2020-09-30 $240 ~$230 +4.26%
12 Mercadolibre Inc MELI $106.0M 2.86% 63,277 -7,844 -11.03% 2.23% 2018-06-30 $1,675 ~$815 +105.47%
13 Reata Pharmaceuticals Inc RETAEUR $92.7M 2.50% 749,897 +205,996 +37.87% 1.54% 2019-09-30 $124 ~$124 +0.06%
14 Barrick Gold Corp ABX $82.2M 2.21% 3,606,850 -1,246,303 -25.68% 3.96% 2016-03-31 $23 ~$16 +38.45%
15 Nextera Energy Inc NEE $60.2M 1.62% 779,800 +563,916 +261.21% 1.74% 2020-09-30 $77 ~$69 +11.18%
16 Cloudflare Inc NET $60.1M 1.62% 790,848 +534,313 +208.28% 0.31% 2020-09-30 $76 ~$53 +43.76%
17 Teck Resources Ltd TECK $59.4M 1.60% 3,275,350 +2,614,150 +395.36% 0.27% 2020-09-30 $18 ~$16 +16.29%
18 Carnival Corp CCL1EUR $57.3M 1.54% 2,644,400 -1,176,200 -30.79% 1.68% 2015-09-30 $22 ~$30 -28.12%
19 General Electric Co $51.8M 1.40% 4,796,478 +0 +0.00% 0.87% 2019-03-31 $11 ~$10 +9.89%
20 Cummins Inc CMI $49.8M 1.34% 219,320 +219,320 2020-12-31 $227 ~$227 +0.00%
21 Sunrun Inc RUN $45.9M 1.24% 661,535 +661,535 2020-12-31 $69 ~$69 +0.00%
22 Linde Plc $38.1M 1.03% 144,675 +144,675 2020-12-31 $264 ~$264 +0.00%
23 Dbx Etf Tr ASHR $36.7M 0.99% 915,910 +915,910 2020-12-31 $40 ~$40 +0.00%
24 Iqvia Hldgs Inc IQV $36.2M 0.97% 201,977 +130,267 +181.66% 0.33% 2020-03-31 $179 ~$147 +21.96%
25 Expedia Group Inc EXPE $35.8M 0.96% 270,299 -45,979 -14.54% 0.84% 2015-03-31 $132 ~$113 +16.81%
26 Alphabet Inc GOOGL $33.3M 0.90% 19,024 -22,157 -53.80% 1.75% 2015-12-31 $1,753 ~$1,163 +50.73%
27 Analog Devices Inc ADI $31.5M 0.85% 213,328 +85,817 +67.30% 0.43% 2019-03-31 $148 ~$116 +27.22%
28 Flex Ltd $31.2M 0.84% 1,733,430 +1,022,190 +143.72% 0.23% 2019-12-31 $18 ~$13 +36.93%
29 Workday Inc WDAY $28.5M 0.77% 119,082 -117,013 -49.56% 1.47% 2013-06-30 $240 ~$165 +44.94%
30 Smartsheet Inc SMARGBP $27.9M 0.75% 402,361 -668,087 -62.41% 1.54% 2019-06-30 $69 ~$48 +45.07%