What Stanley Druckenmiller Bought in Q3 2024
Duquesne Family Office · Quarterly 13F recap as filed with the SEC.
Period: 2024-09-30 · Filed · Historical
$2.95B
Total Value
75
Holdings
33
New Buys
18
Reduced
In Q3 2024, Stanley Druckenmiller reported 75 long equity positions worth $2.95B in their Duquesne Family Office 13F filing, including 33 new positions (largest: Spdr Ser Tr at $116.2M) and 13 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | NTRA | Natera Inc | 3566850 | $452.8M | 15.34% | +80.6% |
| 2 | CPNG | Coupang Inc | 11696092 | $287.1M | 9.73% | +6.6% |
| 3 | COHR | Coherent Corp | 2978530 | $264.8M | 8.97% | -17.0% |
| 4 | WWD | Woodward Inc | 1057715 | $181.4M | 6.15% | 10.8% |
| 5 | STX | Seagate Technology Hldngs Pl | 1640369 | $179.7M | 6.09% | -6.5% |
| 6 | PM | Philip Morris Intl Inc | 1134635 | $137.7M | 4.67% | 27.6% |
| 7 | KRE | Spdr Ser Tr | 2053323 | $116.2M | 3.94% | NEW |
| 8 | MELI | Mercadolibre Inc | 48110 | $98.7M | 3.34% | +31.8% |
| 9 | FCX | Freeport-McMoRan | 1376935 | $68.7M | 2.33% | +19.4% |
| 10 | FLUT | Flutter Entmt Plc | 260953 | $61.8M | 2.09% | -22.1% |
| 11 | KMI | Kinder Morgan Inc Del | 2612000 | $57.7M | 1.95% | -61.3% |
| 12 | PM | Philip Morris Intl Inc | 472200 | $57.3M | 1.94% | -51.0% |
| 13 | TCKRF | Teck Resources Ltd | 1017085 | $53.1M | 1.80% | -30.0% |
| 14 | VST | Vistra Corp | 391355 | $46.4M | 1.57% | +-85.1% |
| 15 | AVGO | Broadcom Inc | 239980 | $41.4M | 1.40% | NEW |
| 16 | DFSEUR | Discover Finl Svcs | 284865 | $40.0M | 1.35% | +70.3% |
| 17 | ASND | Ascendis Pharma A/S | 265040 | $39.6M | 1.34% | NEW |
| 18 | MAA | Mid-Amer Apt Cmntys Inc | 238720 | $37.9M | 1.28% | -62.9% |
| 19 | CPT | Camden Ppty Tr | 290915 | $35.9M | 1.22% | -49.7% |
| 20 | DAKT | Daktronics Inc | 2568355 | $33.2M | 1.12% | +3.0% |
| 21 | WAB | Wabtec | 179650 | $32.7M | 1.11% | +19.2% |
| 22 | NVT | Nvent Electric Plc | 451065 | $31.7M | 1.07% | NEW |
| 23 | STX | Seagate Technology Hldngs Pl | 263000 | $28.8M | 0.98% | NEW |
| 24 | BMA | Banco Macro Sa | 424130 | $26.9M | 0.91% | +55.3% |
| 25 | TEVA | Teva Pharmaceutical Inds Ltd | 1427950 | $25.7M | 0.87% | NEW |
| 26 | BCLYF | Barclays Plc | 2007755 | $24.4M | 0.83% | -3.3% |
| 27 | X | United States Stl Corp | 663090 | $23.4M | 0.79% | NEW |
| 28 | SWTX | Springworks Therapeutics Inc | 705066 | $22.6M | 0.77% | +-31.0% |
| 29 | GTM | Zoominfo Technologies Inc | 2140726 | $22.1M | 0.75% | -63.6% |
| 30 | CNM | Core & Main Inc | 475195 | $21.1M | 0.71% | NEW |
| 31 | C | Citigroup Inc | 327400 | $20.5M | 0.69% | NEW |
| 32 | VRNA | Verona Pharma Plc | 686045 | $19.7M | 0.67% | NEW |
| 33 | ARGT | Global X Fds | 282000 | $18.7M | 0.63% | — |
| 34 | MSFT | Microsoft Corp | 43095 | $18.5M | 0.63% | +-89.2% |
| 35 | ADBE | Adobe Inc | 34495 | $17.9M | 0.61% | -6.0% |
| 36 | CRNX | Crinetics Pharmaceuticals In | 309000 | $15.8M | 0.53% | — |
| 37 | CRH | Crh Plc | 162500 | $15.1M | 0.51% | NEW |
| 38 | GGAL | Grupo Financiero Galicia S.A | 355263 | $15.0M | 0.51% | -25.3% |
| 39 | PANW | Palo Alto Networks Inc | 43712 | $14.9M | 0.51% | -50.9% |
| 40 | WULF | Terawulf Inc | 2944451 | $13.8M | 0.47% | +40.9% |
| 41 | TPGXL | Tpg Inc | 217500 | $12.5M | 0.42% | NEW |
| 42 | FLEX | Flex Ltd | 348900 | $11.7M | 0.40% | +-75.9% |
| 43 | CB | Chubb Limited | 34800 | $10.0M | 0.34% | NEW |
| 44 | ADSK | Autodesk Inc | 36400 | $10.0M | 0.34% | NEW |
| 45 | MTB | M & T Bk Corp | 56200 | $10.0M | 0.34% | NEW |
| 46 | TFC-PR | Truist Finl Corp | 233500 | $10.0M | 0.34% | NEW |
| 47 | TSM | Taiwan Semiconductor Mfg Ltd | 57355 | $10.0M | 0.34% | NEW |
| 48 | USB | Us Bancorp Del | 217400 | $9.9M | 0.34% | NEW |
| 49 | HBANP | Huntington Bancshares Inc | 671200 | $9.9M | 0.33% | NEW |
| 50 | CFG | Citizens Finl Group Inc | 238600 | $9.8M | 0.33% | NEW |
| 51 | KEY-PL | Keycorp | 583900 | $9.8M | 0.33% | NEW |
| 52 | FHN-PF | First Horizon Corporation | 619700 | $9.6M | 0.33% | NEW |
| 53 | ABCB | Ameris Bancorp | 154000 | $9.6M | 0.33% | NEW |
| 54 | FCNCA | First Ctzns Bancshares Inc N | 5183 | $9.5M | 0.32% | NEW |
| 55 | YPF | Ypf Sociedad Anonima | 430100 | $9.1M | 0.31% | -32.6% |
| 56 | SPRY | Ars Pharmaceuticals Inc | 536900 | $7.8M | 0.26% | NEW |
| 57 | GEV | Ge Vernova Inc | 29250 | $7.5M | 0.25% | -90.2% |
| 58 | SLNCF | Silence Therapeutics Plc | 387400 | $7.0M | 0.24% | — |
| 59 | ACLX | Arcellx Inc | 74100 | $6.2M | 0.21% | — |
| 60 | TRPEF | Tc Energy Corp | 115400 | $5.5M | 0.19% | NEW |
| 61 | SBUX | Starbucks Corp | 52305 | $5.1M | 0.17% | NEW |
| 62 | XPO | Xpo Inc | 46500 | $5.0M | 0.17% | NEW |
| 63 | PCVX | Vaxcyte Inc | 42965 | $4.9M | 0.17% | NEW |
| 64 | WDC | Western Digital Corp. | 71405 | $4.9M | 0.17% | NEW |
| 65 | NAMSW | Newamsterdam Pharma Company | 287535 | $4.8M | 0.16% | NEW |
| 66 | RARE | Ultragenyx Pharmaceutical In | 85445 | $4.7M | 0.16% | NEW |
| 67 | BCYC | Bicycle Therapeutics Plc | 190200 | $4.3M | 0.15% | — |
| 68 | ARM | Arm Holdings Plc | 21610 | $3.1M | 0.10% | NEW |
| 69 | IHS | Ihs Holding Limited | 770310 | $2.3M | 0.08% | — |
| 70 | TLSIW | Trisalus Life Sciences Inc | 426921 | $2.0M | 0.07% | — |
| 71 | PLTR | Palantir Technologies Inc | 41710 | $1.6M | 0.05% | -94.6% |
| 72 | INSM | Insmed Inc | 20000 | $1.5M | 0.05% | — |
| 73 | NRIX | Nurix Therapeutics Inc | 44200 | $993K | 0.03% | — |
| 74 | IVVD | Invivyd Inc | 571425 | $583K | 0.02% | — |
| 75 | JOBY-WT | Joby Aviation Inc | 22492 | $113K | 0.00% | — |