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Fund detail

Duquesne Family Office (Druckenmiller)

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

Quarters 52
2021-06-30 $3.48B
Positions 49
Showing 30 of 76 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 $408.5M 11.73% 1,508,016 -620,737 -29.16% 12.91% 2014-03-31 $271 ~$150 +80.90%
2 Amazon Com Inc AMZN $324.8M 9.32% 94,405 +18,757 +24.80% 6.02% 2013-09-30 $3,440 ~$2,114 +62.70%
3 Starbucks Corp SBUX $257.9M 7.40% 2,306,245 +47,365 +2.10% 6.35% 2020-06-30 $112 ~$85 +31.29%
4 Alphabet Inc GOOGL $222.2M 6.38% 91,009 +59,852 +192.10% 1.65% 2015-12-31 $2,442 ~$1,978 +23.42%
5 Freeport-Mcmoran Inc FCX $203.0M 5.83% 5,469,100 -655,279 -10.70% 5.19% 2015-06-30 $37 ~$11 +253.17%
6 T-Mobile Us Inc TMUS $186.7M 5.36% 1,289,235 -298,905 -18.82% 5.12% 2017-03-31 $145 ~$91 +58.52%
7 Palo Alto Networks Inc PANW $152.5M 4.38% 411,015 -6,069 -1.46% 3.46% 2019-06-30 $371 ~$285 +30.35%
8 Carvana Co CVNA $109.2M 3.14% 361,906 +148,039 +69.22% 1.44% 2020-09-30 $302 ~$251 +20.17%
9 Palantir Technologies Inc PLTR $105.8M 3.04% 4,013,692 -1,970,300 -32.93% 3.59% 2021-03-31 $26 ~$23 +13.18%
10 Facebook Inc META $94.7M 2.72% 272,488 +87,074 +46.96% 1.40% 2014-06-30 $348 ~$230 +50.97%
11 Netflix Inc NFLX $91.0M 2.61% 172,215 +172,215 2017-03-31 $528 ~$319 +65.54%
12 Reata Pharmaceuticals Inc RETAEUR $90.2M 2.59% 637,344 -112,553 -15.01% 1.92% 2019-09-30 $142 ~$124 +14.56%
13 Airbnb Inc ABNB $86.0M 2.47% 561,831 +561,831 2021-06-30 $153 ~$153 +0.00%
14 Intuit INTU $86.0M 2.47% 175,515 +0 +0.00% 1.73% 2021-03-31 $490 ~$383 +27.96%
15 Teck Resources Ltd TECK $86.0M 2.47% 3,731,790 -819,270 -18.00% 2.25% 2020-09-30 $23 ~$16 +39.93%
16 Expedia Group Inc EXPE $82.9M 2.38% 506,364 +63,270 +14.28% 1.96% 2015-03-31 $164 ~$133 +22.68%
17 Cummins Inc CMI $79.2M 2.27% 324,725 +0 +0.00% 2.16% 2020-12-31 $244 ~$232 +4.96%
18 Penn Natl Gaming Inc PENN $68.9M 1.98% 900,304 +0 +0.00% 2.43% 2020-06-30 $76 ~$40 +91.42%
19 Booking Holdings Inc BKNG $65.4M 1.88% 29,904 +0 +0.00% 1.79% 2020-06-30 $2,188 ~$1,773 +23.42%
20 General Electric Co $58.9M 1.69% 4,375,778 +0 +0.00% 1.48% 2019-03-31 $13 ~$10 +36.96%
21 Moderna Inc MRNA $52.3M 1.50% 222,400 +222,400 2021-06-30 $235 ~$235 +0.00%
22 Kbr Inc KBR $50.6M 1.45% 1,325,896 +809,839 +156.93% 0.51% 2021-03-31 $38 ~$38 -0.43%
23 Mastercard Incorporated MA $48.8M 1.40% 133,528 +54,654 +69.29% 0.72% 2017-06-30 $365 ~$325 +12.21%
24 Visa Inc V $42.0M 1.20% 179,435 +35,405 +24.58% 0.78% 2017-06-30 $234 ~$150 +56.10%
25 Sea Ltd SE $39.4M 1.13% 143,418 -439,664 -75.40% 3.35% 2019-03-31 $275 ~$30 +827.20%
26 Smartsheet Inc SMARGBP $35.8M 1.03% 495,085 +495,085 2019-06-30 $72 ~$52 +38.87%
27 Us Foods Hldg Corp USFD $34.2M 0.98% 890,415 +0 +0.00% 0.87% 2020-12-31 $38 ~$35 +8.70%
28 Caterpillar Inc CAT $34.0M 0.98% 156,400 +0 +0.00% 0.93% 2016-03-31 $218 ~$77 +184.33%
29 General Mtrs Co GM $33.5M 0.96% 566,125 +566,125 2021-06-30 $59 ~$59 +0.00%
30 Flex Ltd $30.6M 0.88% 1,712,760 -1,088,500 -38.86% 1.32% 2019-12-31 $18 ~$15 +18.80%