What Stanley Druckenmiller Bought in Q2 2024
Duquesne Family Office · Quarterly 13F recap as filed with the SEC.
Period: 2024-06-30 · Filed · Historical
$2.92B
Total Value
64
Holdings
19
New Buys
8
Reduced
In Q2 2024, Stanley Druckenmiller reported 64 long equity positions worth $2.92B in their Duquesne Family Office 13F filing, including 19 new positions (largest: Philip Morris Intl Inc at $97.6M) and 19 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | COHR | Coherent Corp | 3589540 | $260.1M | 8.92% | +42.2% |
| 2 | CPNG | Coupang Inc | 10971140 | $229.8M | 7.88% | -51.2% |
| 3 | VST | Vistra Corp | 2625231 | $225.7M | 7.74% | — |
| 4 | NTRA | Natera Inc | 1974880 | $213.9M | 7.33% | +2.4% |
| 5 | STX | Seagate Technology Hldngs Pl | 1755278 | $181.3M | 6.21% | +22.0% |
| 6 | MSFT | Microsoft Corp | 400490 | $179.0M | 6.14% | +-64.0% |
| 7 | WWD | Woodward Inc | 954230 | $166.4M | 5.70% | — |
| 8 | KMI | Kinder Morgan Inc Del | 6753165 | $134.2M | 4.60% | +74.0% |
| 9 | PM | Philip Morris Intl Inc | 963000 | $97.6M | 3.35% | NEW |
| 10 | MAA | Mid-Amer Apt Cmntys Inc | 644190 | $91.9M | 3.15% | NEW |
| 11 | PM | Philip Morris Intl Inc | 889355 | $90.1M | 3.09% | NEW |
| 12 | GTM | Zoominfo Technologies Inc | 5881906 | $75.1M | 2.57% | — |
| 13 | TCKRF | Teck Resources Ltd | 1453410 | $69.6M | 2.39% | -68.1% |
| 14 | CPT | Camden Ppty Tr | 577915 | $63.1M | 2.16% | NEW |
| 15 | FLUT | Flutter Entmt Plc | 335076 | $61.2M | 2.10% | NEW |
| 16 | MELI | Mercadolibre Inc | 36493 | $60.0M | 2.06% | NEW |
| 17 | FCX | Freeport-McMoRan | 1153135 | $56.0M | 1.92% | -16.4% |
| 18 | OPCH | Option Care Health Inc | 1871818 | $51.8M | 1.78% | 172.8% |
| 19 | GEV | Ge Vernova Inc | 297068 | $51.0M | 1.75% | NEW |
| 20 | FLEX | Flex Ltd | 1449155 | $42.7M | 1.46% | -62.5% |
| 21 | SWTX | Springworks Therapeutics Inc | 1021367 | $38.5M | 1.32% | NEW |
| 22 | DAKT | Daktronics Inc | 2493605 | $34.8M | 1.19% | +20.3% |
| 23 | PANW | Palo Alto Networks Inc | 88968 | $30.2M | 1.03% | +-35.9% |
| 24 | NVDA | Nvidia Corporation | 214060 | $26.4M | 0.91% | +21.7% |
| 25 | WAB | Wabtec | 150675 | $23.8M | 0.82% | -61.0% |
| 26 | MSGE | Madison Square Garden Entmt | 694225 | $23.8M | 0.81% | +8.5% |
| 27 | BCLYF | Barclays Plc | 2075455 | $22.2M | 0.76% | +97.4% |
| 28 | DFSEUR | Discover Finl Svcs | 167255 | $21.9M | 0.75% | -74.1% |
| 29 | ADBE | Adobe Inc | 36685 | $20.4M | 0.70% | NEW |
| 30 | PLTR | Palantir Technologies Inc | 769965 | $19.5M | 0.67% | — |
| 31 | NWSLL | News Corp New | 683800 | $18.9M | 0.65% | +-79.4% |
| 32 | ANET | Arista Networks Inc | 52275 | $18.3M | 0.63% | +-87.8% |
| 33 | NWSLL | News Corp New | 635850 | $18.1M | 0.62% | +-39.7% |
| 34 | ARGT | Global X Fds | 282000 | $16.0M | 0.55% | +45.4% |
| 35 | BMA | Banco Macro Sa | 273130 | $15.7M | 0.54% | +30.9% |
| 36 | GGAL | Grupo Financiero Galicia S.A | 475763 | $14.5M | 0.50% | +47.8% |
| 37 | CRNX | Crinetics Pharmaceuticals In | 309000 | $13.8M | 0.47% | — |
| 38 | BAH | Booz Allen Hamilton Hldg Cor | 83841 | $12.9M | 0.44% | — |
| 39 | YPF | Ypf Sociedad Anonima | 638435 | $12.8M | 0.44% | NEW |
| 40 | IQV | Iqvia Hldgs Inc | 60360 | $12.8M | 0.44% | — |
| 41 | LYV | Live Nation Entertainment In | 103100 | $9.7M | 0.33% | NEW |
| 42 | WULF | Terawulf Inc | 2090000 | $9.3M | 0.32% | NEW |
| 43 | CNK | Cinemark Hldgs Inc | 400792 | $8.7M | 0.30% | +-62.8% |
| 44 | SLNCF | Silence Therapeutics Plc | 387400 | $7.4M | 0.25% | — |
| 45 | VCYT | Veracyte Inc | 259944 | $5.6M | 0.19% | — |
| 46 | AES | Aes Corp | 314750 | $5.5M | 0.19% | — |
| 47 | AAPL | Apple Inc | 24400 | $5.1M | 0.18% | +-78.7% |
| 48 | SGI | Tempur Sealy Intl Inc | 103100 | $4.9M | 0.17% | NEW |
| 49 | LBTYK | Liberty Global Ltd | 275275 | $4.8M | 0.16% | — |
| 50 | SE | Sea Ltd | 66900 | $4.8M | 0.16% | NEW |
| 51 | LBTYK | Liberty Global Ltd | 261875 | $4.7M | 0.16% | — |
| 52 | EQT | Eqt Corp | 121000 | $4.5M | 0.15% | NEW |
| 53 | SPHR | Sphere Entertainment Co | 122411 | $4.3M | 0.15% | -63.7% |
| 54 | ACLX | Arcellx Inc | 74100 | $4.1M | 0.14% | — |
| 55 | BLDR | Builders Firstsource Inc | 29385 | $4.1M | 0.14% | NEW |
| 56 | BCYC | Bicycle Therapeutics Plc | 190200 | $3.9M | 0.13% | — |
| 57 | IHS | Ihs Holding Limited | 770310 | $2.5M | 0.08% | — |
| 58 | TLSIW | Trisalus Life Sciences Inc | 426921 | $2.4M | 0.08% | +35.1% |
| 59 | GPCR | Structure Therapeutics Inc | 37700 | $1.5M | 0.05% | NEW |
| 60 | INSM | Insmed Inc | 20000 | $1.3M | 0.05% | NEW |
| 61 | TCMFF | Telecom Argentina Sa | 143051 | $1.0M | 0.04% | — |
| 62 | NRIX | Nurix Therapeutics Inc | 44200 | $922K | 0.03% | — |
| 63 | IVVD | Invivyd Inc | 571425 | $629K | 0.02% | NEW |
| 64 | JOBY-WT | Joby Aviation Inc | 22492 | $115K | 0.00% | — |