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Fund detail

Duquesne Family Office (Druckenmiller)

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

Quarters 53
2024-09-30 $2.95B
Positions 75
Showing 30 of 97 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 Natera Inc NTRA $452.8M 15.34% 3,566,850 +1,591,970 +80.61% 7.33% 2022-09-30 $127 ~$87 +45.43%
2 Coupang Inc CPNG $287.1M 9.73% 11,696,092 +724,952 +6.61% 7.88% 2021-03-31 $25 ~$33 -25.15%
3 Coherent Corp COHR $264.8M 8.97% 2,978,530 -611,010 -17.02% 8.92% 2024-03-31 $89 ~$62 +42.54%
4 Woodward Inc WWD $181.4M 6.15% 1,057,715 +103,485 +10.84% 5.70% 2023-12-31 $172 ~$144 +18.77%
5 Seagate Technology Hldngs Pl $179.7M 6.09% 1,640,369 -114,909 -6.55% 6.21% 2023-09-30 $110 ~$76 +43.60%
6 Philip Morris Intl Inc PM $137.7M 4.67% 1,134,635 +245,280 +27.58% 3.09% 2016-03-31 $121 ~$101 +19.67%
7 Spdr Ser Tr KRE $116.2M 3.94% 2,053,323 +2,053,323 2023-12-31 $57 ~$53 +6.37%
8 Mercadolibre Inc MELI $98.7M 3.34% 48,110 +11,617 +31.83% 2.06% 2018-06-30 $2,052 ~$1,065 +92.75%
9 Freeport-Mcmoran Inc FCX $68.7M 2.33% 1,376,935 +223,800 +19.41% 1.92% 2015-06-30 $50 ~$36 +39.83%
10 Flutter Entmt Plc $61.8M 2.09% 260,953 -74,123 -22.12% 2.10% 2024-06-30 $237 ~$183 +29.76%
11 Kinder Morgan Inc Del KMI $57.7M 1.95% 2,612,000 -4,141,165 -61.32% 4.60% 2024-03-31 $22 ~$19 +18.35%
12 Philip Morris Intl Inc PM CALL $57.3M 1.94% 472,200 -490,800 -50.97% 3.35% 2024-06-30
13 Teck Resources Ltd TECK $53.1M 1.80% 1,017,085 -436,325 -30.02% 2.39% 2020-09-30 $52 ~$37 +43.05%
14 Vistra Corp VST $46.4M 1.57% 391,355 -2,233,876 -85.09% 7.74% 2023-09-30 $119 ~$35 +233.96%
15 Broadcom Inc AVGO $41.4M 1.40% 239,980 +239,980 2023-09-30 $173 ~$83 +107.69%
16 Discover Finl Svcs DFSEUR $40.0M 1.35% 284,865 +117,610 +70.32% 0.75% 2024-03-31 $140 ~$133 +5.54%
17 Ascendis Pharma A/S ASNDUSD $39.6M 1.34% 265,040 +265,040 2024-09-30 $149 ~$149 +0.00%
18 Mid-Amer Apt Cmntys Inc MAA $37.9M 1.28% 238,720 -405,470 -62.94% 3.15% 2024-06-30 $159 ~$143 +11.42%
19 Camden Ppty Tr CPT $35.9M 1.22% 290,915 -287,000 -49.66% 2.16% 2024-06-30 $124 ~$109 +13.22%
20 Daktronics Inc DAKT $33.2M 1.12% 2,568,355 +74,750 +3.00% 1.19% 2024-03-31 $13 ~$10 +24.28%
21 Wabtec WAB $32.7M 1.11% 179,650 +28,975 +19.23% 0.82% 2024-03-31 $182 ~$150 +21.51%
22 Nvent Electric Plc $31.7M 1.07% 451,065 +451,065 2024-09-30 $70 ~$70 +0.00%
23 Seagate Technology Hldngs Pl CALL $28.8M 0.98% 263,000 +263,000 2024-09-30
24 Banco Macro Sa BMA $26.9M 0.91% 424,130 +151,000 +55.29% 0.54% 2015-03-31 $63 ~$57 +12.15%
25 Teva Pharmaceutical Inds Ltd TEVA $25.7M 0.87% 1,427,950 +1,427,950 2013-12-31 $18 ~$40 -55.08%
26 Barclays Plc BCS $24.4M 0.83% 2,007,755 -67,700 -3.26% 0.76% 2024-03-31 $12 ~$10 +24.48%
27 United States Stl Corp USX1 $23.4M 0.79% 663,090 +663,090 2016-12-31 $35 ~$34 +4.91%
28 Springworks Therapeutics Inc SWTXUSD $22.6M 0.77% 705,066 -316,301 -30.97% 1.32% 2024-06-30 $32 ~$38 -14.95%
29 Zoominfo Technologies Inc GTM $22.1M 0.75% 2,140,726 -3,741,180 -63.60% 2.57% 2023-12-31 $10 ~$17 -40.87%
30 Core & Main Inc CNM $21.1M 0.71% 475,195 +475,195 2024-09-30 $44 ~$44 +0.00%