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Fund detail

Duquesne Family Office (Druckenmiller)

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

Quarters 52
2022-09-30 $1.76B
Positions 65
Showing 30 of 71 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 Coupang Inc CPNG $324.0M 18.37% 19,434,307 +0 +0.00% 17.93% 2021-03-31 $17 ~$37 -54.38%
2 Lilly Eli & Co LLY $156.8M 8.89% 484,895 +187,745 +63.18% 6.97% 2022-06-30 $323 ~$324 -0.22%
3 Amazon Com Inc AMZN $102.4M 5.81% 906,250 +906,250 2013-09-30 $113 ~$112 +1.26%
4 Chevron Corp New CVX $99.2M 5.62% 690,295 -140,140 -16.88% 8.70% 2021-12-31 $144 ~$121 +19.07%
5 T-Mobile Us Inc TMUS $96.5M 5.47% 719,017 +42,150 +6.23% 6.59% 2017-03-31 $134 ~$97 +38.36%
6 Kbr Inc KBR $78.5M 4.45% 1,816,183 +512,180 +39.28% 4.57% 2021-03-31 $43 ~$43 +0.90%
7 Lamb Weston Hldgs Inc LW $73.3M 4.15% 946,800 +946,800 2022-09-30 $77 ~$77 +0.00%
8 Datadog Inc DDOG $70.1M 3.97% 789,175 +491,135 +164.79% 2.05% 2019-12-31 $89 ~$81 +9.43%
9 Vertiv Holdings Co VRT $47.9M 2.72% 4,926,070 +4,926,070 2022-09-30 $10 ~$10 +0.00%
10 Microsoft Corp MSFT $45.1M 2.56% 193,535 -547,250 -73.87% 13.77% 2014-03-31 $233 ~$190 +22.26%
11 Teck Resources Ltd TECK $41.7M 2.36% 1,371,195 +310,025 +29.22% 2.35% 2020-09-30 $30 ~$27 +13.66%
12 Willscot Mobil Mini Hldng Co WSC $39.4M 2.24% 977,631 -790,000 -44.69% 4.15% 2021-12-31 $40 ~$41 -0.79%
13 Workday Inc WDAY $36.7M 2.08% 240,925 +158,425 +192.03% 0.83% 2013-06-30 $152 ~$153 -0.21%
14 Freeport-Mcmoran Inc FCX $32.0M 1.81% 1,169,777 -2,062,050 -63.80% 6.84% 2015-06-30 $27 ~$11 +160.10%
15 Sea Ltd SE $30.3M 1.72% 539,740 +539,740 2019-03-31 $56 ~$86 -34.95%
16 Coterra Energy Inc CTRA $29.1M 1.65% 1,113,900 -273,516 -19.71% 2.59% 2016-12-31 $26 ~$25 +5.79%
17 Palo Alto Networks Inc PANW $25.4M 1.44% 154,848 +103,448 +201.26% 1.84% 2019-06-30 $164 ~$95 +72.09%
18 Crowdstrike Hldgs Inc CRWD $25.3M 1.43% 153,524 -76,076 -33.13% 2.80% 2019-09-30 $165 ~$146 +13.27%
19 Ppg Inds Inc PPG $23.6M 1.34% 212,945 +212,945 2022-09-30 $111 ~$111 +0.00%
20 Meta Platforms Inc META $21.8M 1.23% 160,360 +160,360 2014-06-30 $136 ~$233 -41.71%
21 Pioneer Nat Res Co PXDEUR $19.8M 1.12% 91,530 +43,075 +88.90% 0.78% 2013-09-30 $217 ~$203 +6.81%
22 Palantir Technologies Inc PLTR $19.7M 1.12% 2,421,282 -1,834,130 -43.10% 2.79% 2021-03-31 $8 ~$18 -54.32%
23 Alpha Metallurgical Resour I AMR $18.7M 1.06% 136,720 +136,720 2022-09-30 $137 ~$137 +0.00%
24 Natera Inc NTRA $18.2M 1.03% 414,955 +414,955 2022-09-30 $44 ~$44 +0.00%
25 Alnylam Pharmaceuticals Inc ALNY $17.8M 1.01% 88,910 +88,910 2019-12-31 $200 ~$132 +51.29%
26 Arch Resources Inc ARCH1USD $17.5M 0.99% 147,935 +147,935 2022-09-30 $119 ~$119 +0.00%
27 New Fortress Energy Inc NFE $16.9M 0.96% 387,325 +387,325 2019-03-31 $44 ~$12 +274.23%
28 Edison Intl EIX $16.3M 0.92% 287,600 +0 +0.00% 1.32% 2022-06-30 $57 ~$63 -10.53%
29 Recursion Pharmaceuticals In RXRX $14.7M 0.84% 1,385,950 +1,112,300 +406.47% 0.16% 2021-09-30 $11 ~$12 -11.13%
30 Gamestop Corp New GME $14.0M 0.79% 556,000 +556,000 2022-09-30 $25 ~$25 +0.00%