What Stanley Druckenmiller Bought in Q1 2024
Duquesne Family Office · Quarterly 13F recap as filed with the SEC.
Period: 2024-03-31 · Filed · Historical
$4.39B
Total Value
73
Holdings
0
New Buys
0
Reduced
In Q1 2024, Stanley Druckenmiller reported 73 long equity positions worth $4.39B in their Duquesne Family Office 13F filing.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | EEM | iShares MSCI Emerging Markets ETF | 3157900 | $664.1M | 15.14% | — |
| 2 | MSFT | Microsoft Corp | 1112270 | $468.0M | 10.67% | — |
| 3 | CPNG | Coupang Inc | 22459850 | $399.6M | 9.11% | — |
| 4 | TCKRF | Teck Resources Ltd | 4552227 | $208.4M | 4.75% | — |
| 5 | VST | Vistra Corp | 2625231 | $182.8M | 4.17% | — |
| 6 | NTRA | Natera Inc | 1929380 | $176.5M | 4.02% | — |
| 7 | NVDA | Nvidia Corporation | 175943 | $159.0M | 3.62% | — |
| 8 | COHR | Coherent Corp | 2525070 | $153.1M | 3.49% | — |
| 9 | GE | General Electric Co | 853095 | $149.7M | 3.41% | — |
| 10 | WWD | Woodward Inc | 954230 | $147.1M | 3.35% | — |
| 11 | STX | Seagate Technology Hldngs Pl | 1438983 | $133.9M | 3.05% | — |
| 12 | ANET | Arista Networks Inc | 428252 | $124.2M | 2.83% | — |
| 13 | FLEX | Flex Ltd | 3863155 | $110.5M | 2.52% | — |
| 14 | GTM | Zoominfo Technologies Inc | 5881906 | $94.3M | 2.15% | — |
| 15 | NWSLL | News Corp New | 3312025 | $86.7M | 1.98% | — |
| 16 | DFSEUR | Discover Finl Svcs | 645205 | $84.6M | 1.93% | — |
| 17 | VRT | Vertiv Holdings Co | 998510 | $81.5M | 1.86% | — |
| 18 | KMI | Kinder Morgan Inc Del | 3880500 | $71.2M | 1.62% | — |
| 19 | FCX | Freeport-McMoRan | 1378875 | $64.8M | 1.48% | — |
| 20 | KBR | Kbr Inc | 981425 | $62.5M | 1.42% | — |
| 21 | MRVL | Marvell Technology Inc | 822875 | $58.3M | 1.33% | — |
| 22 | WAB | Wabtec | 386835 | $56.4M | 1.28% | — |
| 23 | LLY | Eli Lilly & Co | 61664 | $48.0M | 1.09% | — |
| 24 | PANW | Palo Alto Networks Inc | 138718 | $39.4M | 0.90% | — |
| 25 | CCJ | Cameco Corp | 848710 | $36.8M | 0.84% | — |
| 26 | META | Meta Platforms Inc | 63930 | $31.0M | 0.71% | — |
| 27 | NWSLL | News Corp New | 1053975 | $28.5M | 0.65% | — |
| 28 | KEY-PL | Keycorp | 1657395 | $26.2M | 0.60% | — |
| 29 | C | Citigroup Inc | 400345 | $25.3M | 0.58% | — |
| 30 | MSGE | Madison Square Garden Entmt | 639800 | $25.1M | 0.57% | — |
| 31 | OPCH | Option Care Health Inc | 686205 | $23.0M | 0.52% | — |
| 32 | DAKT | Daktronics Inc | 2073444 | $20.7M | 0.47% | — |
| 33 | AAPL | Apple Inc | 114700 | $19.7M | 0.45% | — |
| 34 | CNK | Cinemark Hldgs Inc | 1078635 | $19.4M | 0.44% | — |
| 35 | PLTR | Palantir Technologies Inc | 769965 | $17.7M | 0.40% | — |
| 36 | STLA | Stellantis N.V | 588050 | $16.7M | 0.38% | — |
| 37 | SPHR | Sphere Entertainment Co | 336825 | $16.5M | 0.38% | — |
| 38 | COF | Capital One Financial | 108495 | $16.2M | 0.37% | — |
| 39 | KRE | Spdr Ser Tr | 307200 | $15.4M | 0.35% | — |
| 40 | IQV | Iqvia Hldgs Inc | 60360 | $15.3M | 0.35% | — |
| 41 | CRNX | Crinetics Pharmaceuticals In | 309000 | $14.5M | 0.33% | — |
| 42 | BAH | Booz Allen Hamilton Hldg Cor | 83841 | $12.4M | 0.28% | — |
| 43 | OZK | Bank Ozk Little Rock Ark | 234200 | $10.6M | 0.24% | — |
| 44 | ARGT | Global X Fds | 193900 | $10.4M | 0.24% | — |
| 45 | BMA | Banco Macro Sa | 208730 | $10.1M | 0.23% | — |
| 46 | BCLYF | Barclays Plc | 1051355 | $9.9M | 0.23% | — |
| 47 | SANA | Sana Biotechnology Inc | 984000 | $9.8M | 0.22% | — |
| 48 | RDDT | Reddit Inc | 175000 | $8.6M | 0.20% | — |
| 49 | FUSN | Fusion Pharmaceuticals Inc | 399748 | $8.5M | 0.19% | — |
| 50 | SLNCF | Silence Therapeutics Plc | 387400 | $8.4M | 0.19% | — |
| 51 | TTWO | Take-Two Interactive Softwar | 55320 | $8.2M | 0.19% | — |
| 52 | GGAL | Grupo Financiero Galicia S.A | 321863 | $8.2M | 0.19% | — |
| 53 | CEG | Constellation Energy Corp | 39081 | $7.2M | 0.16% | — |
| 54 | CABA | Cabaletta Bio Inc | 417000 | $7.1M | 0.16% | — |
| 55 | NRG | Nrg Energy Inc | 96885 | $6.6M | 0.15% | — |
| 56 | LEGN | Legend Biotech Corp | 114500 | $6.4M | 0.15% | — |
| 57 | VCYT | Veracyte Inc | 259944 | $5.8M | 0.13% | — |
| 58 | AES | Aes Corp | 314750 | $5.6M | 0.13% | — |
| 59 | NXE | Nexgen Energy Ltd | 712000 | $5.5M | 0.13% | — |
| 60 | ACLX | Arcellx Inc | 74100 | $5.2M | 0.12% | — |
| 61 | WDC | Western Digital Corp. | 73505 | $5.0M | 0.11% | — |
| 62 | TSEM | Tower Semiconductor Ltd | 146400 | $4.9M | 0.11% | — |
| 63 | BCYC | Bicycle Therapeutics Plc | 190200 | $4.7M | 0.11% | — |
| 64 | LBTYK | Liberty Global Ltd | 275275 | $4.7M | 0.11% | — |
| 65 | LBTYK | Liberty Global Ltd | 261875 | $4.6M | 0.11% | — |
| 66 | MLTX | Moonlake Immunotherapeutics | 87500 | $4.4M | 0.10% | — |
| 67 | TGTX | Tg Therapeutics Inc | 280000 | $4.3M | 0.10% | — |
| 68 | TLSIW | Trisalus Life Sciences Inc | 315955 | $3.1M | 0.07% | — |
| 69 | IHS | Ihs Holding Limited | 770310 | $2.7M | 0.06% | — |
| 70 | TCMFF | Telecom Argentina Sa | 143051 | $1.1M | 0.03% | — |
| 71 | NRIX | Nurix Therapeutics Inc | 44200 | $650K | 0.01% | — |
| 72 | ETN | Eaton Corp Plc | 1090 | $341K | 0.01% | — |
| 73 | JOBY-WT | Joby Aviation Inc | 22492 | $121K | 0.00% | — |