13F Notebook
← Dashboard
Fund detail

Duquesne Family Office (Druckenmiller)

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

Quarters 53
2024-12-31 $3.72B
Positions 78
Showing 30 of 99 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 $564.6M 15.17% 3,566,850 +0 +0.00% 15.34% 2022-09-30 $158 ~$87 +81.34%
2 Coherent Corp COHR $267.2M 7.18% 2,820,930 -157,600 -5.29% 8.97% 2024-03-31 $95 ~$62 +51.87%
3 Woodward Inc WWD $204.0M 5.48% 1,225,750 +168,035 +15.89% 6.15% 2023-12-31 $166 ~$148 +12.62%
4 Teva Pharmaceutical Inds Ltd TEVA $198.3M 5.33% 8,997,400 +7,569,450 +530.09% 0.87% 2013-12-31 $22 ~$23 -5.07%
5 Coupang Inc CPNG $195.7M 5.26% 8,902,649 -2,793,443 -23.88% 9.73% 2021-03-31 $22 ~$33 -32.99%
6 Philip Morris Intl Inc PM $162.7M 4.37% 1,352,255 +217,620 +19.18% 4.67% 2016-03-31 $120 ~$105 +15.08%
7 Seagate Technology Hldngs Pl $135.0M 3.63% 1,564,076 -76,293 -4.65% 6.09% 2023-09-30 $86 ~$76 +13.16%
8 United Airls Hldgs Inc UAL $101.4M 2.72% 1,043,805 +1,043,805 2017-03-31 $97 ~$83 +17.27%
9 Mercadolibre Inc MELI $91.4M 2.45% 53,725 +5,615 +11.67% 3.34% 2018-06-30 $1,700 ~$1,149 +47.94%
10 Skechers U S A Inc SKAA $72.3M 1.94% 1,074,840 +1,074,840 2023-03-31 $67 ~$56 +20.81%
11 Amazon Com Inc AMZN $72.0M 1.94% 328,400 +328,400 2013-09-30 $219 ~$166 +32.08%
12 Ypf Sociedad Anonima YPF $71.7M 1.93% 1,687,716 +1,257,616 +292.40% 0.31% 2014-09-30 $43 ~$32 +34.08%
13 Slm Corp SLM $69.5M 1.87% 2,520,275 +2,520,275 2024-12-31 $28 ~$28 +0.00%
14 Kinder Morgan Inc Del KMI $61.0M 1.64% 2,225,300 -386,700 -14.80% 1.95% 2024-03-31 $27 ~$19 +46.80%
15 Delta Air Lines Inc Del DAL CALL $57.4M 1.54% 949,500 +949,500 2024-12-31
16 United States Stl Corp USX1 $54.7M 1.47% 1,610,040 +946,950 +142.81% 0.79% 2016-12-31 $34 ~$34 -0.78%
17 Wabtec WAB $53.1M 1.43% 280,060 +100,410 +55.89% 1.11% 2024-03-31 $190 ~$163 +16.65%
18 Delta Air Lines Inc Del DAL $49.5M 1.33% 817,740 +817,740 2013-06-30 $60 ~$164 -63.15%
19 Warner Bros Discovery Inc WBD $49.2M 1.32% 4,657,650 +4,657,650 2024-12-31 $11 ~$11 +0.00%
20 Eli Lilly & Co LLY $48.0M 1.29% 62,190 +62,190 2022-06-30 $772 ~$335 +130.55%
21 Banco Macro Sa BMA $47.0M 1.26% 485,430 +61,300 +14.45% 0.91% 2015-03-31 $97 ~$60 +62.37%
22 Global X Fds ARGT $45.4M 1.22% 548,800 +266,800 +94.61% 0.63% 2024-03-31 $83 ~$64 +28.98%
23 American Airl AAL CALL $44.9M 1.20% 2,573,500 +2,573,500 2024-12-31
24 Daktronics Inc DAKT $44.3M 1.19% 2,625,105 +56,750 +2.21% 1.12% 2024-03-31 $17 ~$10 +60.80%
25 Seagate Technology Hldngs Pl CALL $44.0M 1.18% 509,500 +246,500 +93.73% 0.98% 2024-09-30
26 Barclays Plc BCS $42.4M 1.14% 3,186,855 +1,179,100 +58.73% 0.83% 2024-03-31 $13 ~$11 +22.43%
27 Verona Pharma Plc VRNA $41.2M 1.11% 887,580 +201,535 +29.38% 0.67% 2024-09-30 $46 ~$31 +50.89%
28 Insmed Inc INSM $41.0M 1.10% 593,470 +573,470 +2867.35% 0.05% 2020-06-30 $69 ~$70 -0.74%
29 Vistra Corp VST $39.1M 1.05% 283,355 -108,000 -27.60% 1.57% 2023-09-30 $138 ~$35 +288.41%
30 Ascendis Pharma A/S ASNDUSD $36.5M 0.98% 265,040 +0 +0.00% 1.34% 2024-09-30 $138 ~$149 -7.80%