What Stanley Druckenmiller Bought in Q4 2024
Duquesne Family Office · Quarterly 13F recap as filed with the SEC.
Period: 2024-12-31 · Filed · Historical
$3.72B
Total Value
78
Holdings
24
New Buys
15
Reduced
In Q4 2024, Stanley Druckenmiller reported 78 long equity positions worth $3.72B in their Duquesne Family Office 13F filing, including 24 new positions (largest: United Airls Hldgs Inc at $101.4M) and 24 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | NTRA | Natera Inc | 3566850 | $564.6M | 15.17% | — |
| 2 | COHR | Coherent Corp | 2820930 | $267.2M | 7.18% | -5.3% |
| 3 | WWD | Woodward Inc | 1225750 | $204.0M | 5.48% | +15.9% |
| 4 | TEVA | Teva Pharmaceutical Inds Ltd | 8997400 | $198.3M | 5.33% | +530.1% |
| 5 | CPNG | Coupang Inc | 8902649 | $195.7M | 5.26% | +-23.9% |
| 6 | PM | Philip Morris Intl Inc | 1352255 | $162.7M | 4.37% | +19.2% |
| 7 | STX | Seagate Technology Hldngs Pl | 1564076 | $135.0M | 3.63% | -4.7% |
| 8 | UAL | United Airls Hldgs Inc | 1043805 | $101.4M | 2.72% | NEW |
| 9 | MELI | Mercadolibre Inc | 53725 | $91.4M | 2.45% | +11.7% |
| 10 | SKAA | Skechers U S A Inc | 1074840 | $72.3M | 1.94% | NEW |
| 11 | AMZN | Amazon Com Inc | 328400 | $72.0M | 1.94% | NEW |
| 12 | YPF | Ypf Sociedad Anonima | 1687716 | $71.7M | 1.93% | 292.4% |
| 13 | SLM | Slm Corp | 2520275 | $69.5M | 1.87% | NEW |
| 14 | KMI | Kinder Morgan Inc Del | 2225300 | $61.0M | 1.64% | -14.8% |
| 15 | DAL | Delta Air Lines Inc Del | 949500 | $57.4M | 1.54% | NEW |
| 16 | X | United States Stl Corp | 1610040 | $54.7M | 1.47% | 142.8% |
| 17 | WAB | Wabtec | 280060 | $53.1M | 1.43% | +55.9% |
| 18 | DAL | Delta Air Lines Inc Del | 817740 | $49.5M | 1.33% | NEW |
| 19 | WBD | Warner Bros Discovery Inc | 4657650 | $49.2M | 1.32% | NEW |
| 20 | LLY | Eli Lilly & Co | 62190 | $48.0M | 1.29% | NEW |
| 21 | BMA | Banco Macro Sa | 485430 | $47.0M | 1.26% | +14.5% |
| 22 | ARGT | Global X Fds | 548800 | $45.4M | 1.22% | +94.6% |
| 23 | AAL | American Airl | 2573500 | $44.9M | 1.20% | NEW |
| 24 | DAKT | Daktronics Inc | 2625105 | $44.3M | 1.19% | +2.2% |
| 25 | STX | Seagate Technology Hldngs Pl | 509500 | $44.0M | 1.18% | +93.7% |
| 26 | BCLYF | Barclays Plc | 3186855 | $42.4M | 1.14% | +58.7% |
| 27 | VRNA | Verona Pharma Plc | 887580 | $41.2M | 1.11% | +29.4% |
| 28 | INSM | Insmed Inc | 593470 | $41.0M | 1.10% | +2867.3% |
| 29 | VST | Vistra Corp | 283355 | $39.1M | 1.05% | -27.6% |
| 30 | ASND | Ascendis Pharma A/S | 265040 | $36.5M | 0.98% | — |
| 31 | BN | Brookfield Corp | 610225 | $35.1M | 0.94% | NEW |
| 32 | MU | Micron Technology Inc | 408885 | $34.4M | 0.92% | NEW |
| 33 | KRE | Spdr Ser Tr | 554138 | $33.4M | 0.90% | +-73.0% |
| 34 | BWXT | Bwx Technologies Inc | 299171 | $33.3M | 0.90% | NEW |
| 35 | GEV | Ge Vernova Inc | 99750 | $32.8M | 0.88% | +241.0% |
| 36 | SWTX | Springworks Therapeutics Inc | 859694 | $31.1M | 0.83% | +21.9% |
| 37 | NVT | Nvent Electric Plc | 451065 | $30.7M | 0.83% | — |
| 38 | FCX | Freeport-McMoRan | 758905 | $28.9M | 0.78% | +-44.9% |
| 39 | GGAL | Grupo Financiero Galicia S.A | 448663 | $28.0M | 0.75% | +26.3% |
| 40 | DFSEUR | Discover Finl Svcs | 146970 | $25.5M | 0.68% | -48.4% |
| 41 | WDC | Western Digital Corp | 417160 | $24.9M | 0.67% | 484.2% |
| 42 | USB | Us Bancorp Del | 503595 | $24.1M | 0.65% | +131.6% |
| 43 | ARM | Arm Holdings Plc | 178394 | $22.0M | 0.59% | 725.5% |
| 44 | UAL | United Airls Hldgs Inc | 226000 | $21.9M | 0.59% | NEW |
| 45 | TSM | Taiwan Semiconductor Mfg Ltd | 107515 | $21.2M | 0.57% | 87.5% |
| 46 | GTM | Zoominfo Technologies Inc | 1761926 | $18.5M | 0.50% | -17.7% |
| 47 | TCKRF | Teck Resources Ltd | 431545 | $17.5M | 0.47% | +-57.6% |
| 48 | PCTBP | Purecycle Technologies Inc | 1592500 | $16.3M | 0.44% | NEW |
| 49 | AAL | American Airl | 919928 | $16.0M | 0.43% | NEW |
| 50 | PANW | Palo Alto Networks Inc | 87424 | $15.9M | 0.43% | +100.0% |
| 51 | TSLA | Tesla Inc | 37675 | $15.2M | 0.41% | NEW |
| 52 | GOOGL | Alphabet Inc | 76680 | $14.5M | 0.39% | NEW |
| 53 | FLEX | Flex Ltd | 348900 | $13.4M | 0.36% | — |
| 54 | FHN-PF | First Horizon Corporation | 619700 | $12.5M | 0.34% | — |
| 55 | WFC | Wells Fargo Co New | 157100 | $11.0M | 0.30% | NEW |
| 56 | FCNCA | First Ctzns Bancshares Inc N | 5183 | $11.0M | 0.29% | — |
| 57 | HBANP | Huntington Bancshares Inc | 671200 | $10.9M | 0.29% | — |
| 58 | LYV | Live Nation Entertainment In | 79635 | $10.3M | 0.28% | NEW |
| 59 | TFC-PR | Truist Finl Corp | 233500 | $10.1M | 0.27% | — |
| 60 | ABCB | Ameris Bancorp | 154000 | $9.6M | 0.26% | — |
| 61 | KEY-PL | Keycorp | 527000 | $9.0M | 0.24% | -9.7% |
| 62 | WULF | Terawulf Inc | 1472225 | $8.3M | 0.22% | -50.0% |
| 63 | NAMSW | Newamsterdam Pharma Company | 287535 | $7.4M | 0.20% | — |
| 64 | PCVX | Vaxcyte Inc | 86265 | $7.1M | 0.19% | +100.8% |
| 65 | CRNX | Crinetics Pharmaceuticals In | 122700 | $6.3M | 0.17% | -60.3% |
| 66 | MIR | Mirion Technologies Inc | 342700 | $6.0M | 0.16% | NEW |
| 67 | SNNRF | Sunrise Communications Ag Ads | 133152 | $5.7M | 0.15% | NEW |
| 68 | ACLX | Arcellx Inc | 74100 | $5.7M | 0.15% | — |
| 69 | C | Citigroup Inc | 72655 | $5.1M | 0.14% | +-77.8% |
| 70 | NU | Nu Hldgs Ltd | 467255 | $4.8M | 0.13% | NEW |
| 71 | ELF | E L F Beauty Inc | 37300 | $4.7M | 0.13% | NEW |
| 72 | FLUT | Flutter Entmt Plc | 18100 | $4.7M | 0.13% | -93.1% |
| 73 | IQV | Iqvia Hldgs Inc | 21500 | $4.2M | 0.11% | NEW |
| 74 | RARE | Ultragenyx Pharmaceutical In | 85445 | $3.6M | 0.10% | — |
| 75 | PLTR | Palantir Technologies Inc | 41710 | $3.2M | 0.08% | — |
| 76 | TLSIW | Trisalus Life Sciences Inc | 426921 | $2.1M | 0.06% | — |
| 77 | JOBY-WT | Joby Aviation Inc | 31489 | $256K | 0.01% | +40.0% |
| 78 | IVVD | Invivyd Inc | 571425 | $253K | 0.01% | — |