Manager(s): Stanley Druckenmiller
Filed on 2020-08-14 under CIK 1536411
| Company name, stock class and CUSIP | Value (x$1000) | Shares | ||
|---|---|---|---|---|
| MICROSOFT CORP COM 594918104 |
$366,282 | $192,039 | 1,799,825 sh | 694,993 sh 63% |
| AMAZON COM INC COM 023135106 |
$235,148 | -$117,164 | 85,235 sh | -95,464 sh
-53% |
| T MOBILE US INC COM 872590104 |
$163,653 | $163,653 | 1,571,324 sh | 1,571,324 sh NEW |
| JPMORGAN CHASE & CO CS 46625H100 |
$151,619 | $151,619 | 1,611,940 sh | 1,611,940 sh NEW |
| Netflix Inc cs 64110L106 |
$140,824 | -$177,093 | 309,477 sh | -537,174 sh
-63% |
| Paypal Hldgs Inc. COM 70450Y103 |
$133,897 | $44,744 | 768,510 sh | -162,688 sh
-17% |
| Workday, Inc. Cl. A COM 98138H101 |
$130,446 | -$84,314 | 696,230 sh | -952,981 sh
-58% |
| Alphabet Inc., Cl. A COM 02079K305 |
$122,664 | -$39,674 | 86,502 sh | -53,210 sh
-38% |
| SPDR SERIES TRUST S&P BIOTECH 78464A870 |
$122,608 | $122,608 | 1,095,200 sh | 1,095,200 sh NEW |
| BARRICK GOLD CORPORATION COM 067901108 |
$115,077 | 4,271,600 sh | ||
| SEA LTD SPONSORED ADS 81141R100 |
$106,214 | $54,197 | 990,437 sh | -183,501 sh
-16% |
| ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 |
$93,743 | $13,597 | 434,601 sh | 22,496 sh 5% |
| JD.COM INC SPON ADR CL A 47215P106 |
$89,833 | $66,347 | 1,492,740 sh | 912,846 sh 157% |
| REATA PHARMACEUTICALS INC CL A COM 75615P103 |
$83,140 | $6,369 | 532,878 sh | 1,000 sh 0% |
| HOME DEPOT INC COM 437076102 |
$77,433 | 309,100 sh | ||
| FREEPORT-MCMORAN INC CL B 35671D857 |
$74,814 | $65,420 | 6,466,200 sh | 5,074,500 sh 365% |
| STARBUCKS CORP COM 855244109 |
$66,666 | $66,666 | 905,915 sh | 905,915 sh NEW |
| Booking Holdings Inc COM 09857L108 |
$59,490 | $59,490 | 37,360 sh | 37,360 sh NEW |
| ALNYLAM PHARMACEUTL COM 02043Q107 |
$54,567 | 368,419 sh | ||
| Facebook, Inc. COM 30303M102 |
$52,680 | -$154,778 | 231,998 sh | -1,011,754 sh
-81% |
| Smartsheet Inc Class A COM 83200N103 |
$51,783 | $51,783 | 1,016,955 sh | 1,016,955 sh NEW |
| CARNIVAL CORP UNIT 99/99/9999 143658300 |
$45,955 | $45,955 | 2,798,725 sh | 2,798,725 sh NEW |
| WELLS FARGO CO NEW COM 949746101 |
$39,642 | $39,642 | 1,548,500 sh | 1,548,500 sh NEW |
| LIVE NATION ENTERTAINMENT IN COM 538034109 |
$36,752 | $36,752 | 829,051 sh | 829,051 sh NEW |
| CHUBB LIMITED COM H1467J104 |
$35,786 | $35,786 | 282,625 sh | 282,625 sh NEW |
| MERCADOLIBRE INC COM 58733R102 |
$35,197 | $35,197 | 35,705 sh | 35,705 sh NEW |
| INSMED INC COM PAR $.01 457669307 |
$33,803 | $33,803 | 1,227,400 sh | 1,227,400 sh NEW |
| PENN NATL GAMING INC COM 707569109 |
$31,969 | $31,969 | 1,046,794 sh | 1,046,794 sh NEW |
| GENERAL ELECTRIC CO COM 369604103 |
$29,887 | $26,547 | 4,375,778 sh | 3,955,078 sh 940% |
| SAREPTA THERAPEUTICS INC COM 803607100 |
$27,154 | $27,154 | 169,350 sh | 169,350 sh NEW |
| FASTLY INC CL A COM 31188V100 |
$25,249 | $23,047 | 296,593 sh | 180,557 sh 156% |
| Regeneron Pharmaceuticals COM 75886F107 |
$24,135 | $24,135 | 38,700 sh | 38,700 sh NEW |
| BioMarin Pharmaceutical Inc. COM 09061G101 |
$23,768 | $23,768 | 192,700 sh | 192,700 sh NEW |
| THE WENDY'S CO COM 95058W100 |
$22,497 | $22,497 | 1,032,909 sh | 1,032,909 sh NEW |
| FIDELITY NATL INFORMATION SERV COM 31620M106 |
$22,471 | -$19,530 | 167,580 sh | -177,708 sh
-51% |
| TAL EDUCATION GROUP SPONSORED ADS 874080104 |
$21,355 | 312,300 sh | ||
| AUTOZONE INC COM 053332102 |
$21,321 | $21,321 | 18,900 sh | 18,900 sh NEW |
| MARRIOTT INTL INC NEW CL A 571903202 |
$21,198 | $21,198 | 247,264 sh | 247,264 sh NEW |
| CROWDSTRIKE HLDGS COM 22788C105 |
$19,005 | $10,150 | 189,503 sh | 30,463 sh 19% |
| TRICIDA INC COM 89610F101 |
$18,916 | 688,344 sh | ||
| Activision Blizzard, Inc. COM 00507V109 |
$16,037 | -$76,776 | 211,290 sh | -1,349,110 sh
-86% |
| DISNEY WALT CO COM DISNEY 254687106 |
$15,979 | $13,091 | 143,300 sh | 113,400 sh 379% |
| Synchrony Financial cs 87165B103 |
$15,579 | $15,579 | 703,013 sh | 703,013 sh NEW |
| ZIMMER BIOMET HOLDINGS INC COM 98956P102 |
$14,580 | $14,580 | 122,150 sh | 122,150 sh NEW |
| BIONTECH SE SPONSORED ADS 09075V102 |
$13,645 | $13,645 | 204,450 sh | 204,450 sh NEW |
| DISH NETWORK CORP CL A 25470M109 |
$13,551 | -$5,761 | 392,679 sh | -573,421 sh
-59% |
| YUM BRANDS INC COM 988498101 |
$13,134 | $13,134 | 151,124 sh | 151,124 sh NEW |
| LENNAR CORP CL A 526057104 |
$11,392 | $11,392 | 184,872 sh | 184,872 sh NEW |
| IQVIA Holdings Inc. COM 46266C105 |
$10,174 | -$22,492 | 71,710 sh | -231,145 sh
-76% |
| FLEETCOR TECHNOLOGIES INC COM 339041105 |
$9,961 | $9,961 | 39,600 sh | 39,600 sh NEW |
| ANAPLAN INC COM 03272L108 |
$9,638 | $4,471 | 212,716 sh | 41,953 sh 25% |
| DRAFTKINGS INC COM CL A COMMON STOCK 26142R104 |
$9,246 | $9,246 | 278,000 sh | 278,000 sh NEW |
| DELTA AIR LINES INC DEL COM NEW 247361702 |
$9,118 | $9,118 | 325,050 sh | 325,050 sh NEW |
| VERIZON COMMUNICATIONS CS 92343V104 |
$8,858 | $8,858 | 160,675 sh | 160,675 sh NEW |
| US BANCORP DEL COM NEW 902973304 |
$8,524 | $8,524 | 231,500 sh | 231,500 sh NEW |
| FLEX LTD ORD Y2573F102 |
$7,290 | $3,448 | 711,240 sh | 252,450 sh 55% |
| GUIDEWIRE SOFTWARE COM 40171V100 |
$6,446 | $6,446 | 58,150 sh | 58,150 sh NEW |
| CARMAX INC COM 143130102 |
$5,614 | $5,614 | 62,695 sh | 62,695 sh NEW |
| BILL COM HLDGS INC COM 090043100 |
$5,341 | $5,341 | 59,205 sh | 59,205 sh NEW |
| OneMain Holdings, Inc. COM 68268W103 |
$5,135 | $5,135 | 209,265 sh | 209,265 sh NEW |
| BEIGENE LTD SPONSORED ADR 07725L102 |
$4,932 | $4,932 | 26,180 sh | 26,180 sh NEW |
| LAS VEGAS SANDS CORP COM 517834107 |
$4,453 | -$3,029 | 97,776 sh | -78,392 sh
-44% |
| DISNEY WALT CO COM DISNEY 254687106 |
$3,334 | $3,334 | Call options for 29,900 sh | 29,900 sh NEW |
| NEXTCURE INC COM 65343E108 |
$3,033 | 141,459 sh | ||
| FORD MTR CO DEL COM 345370860 |
$3,025 | $3,025 | 497,500 sh | 497,500 sh NEW |
| DOCUSIGN INC COM 256163106 |
$3,020 | $3,020 | 17,535 sh | 17,535 sh NEW |
| GENERAL ELECTRIC CO COM 369604103 |
$2,873 | $2,873 | Call options for 420,700 sh | 420,700 sh NEW |
| D.R Horton, Inc. COM 23331A109 |
$2,577 | $2,577 | 46,470 sh | 46,470 sh NEW |
| Penske Automotive COM 70959W103 |
$1,548 | $1,548 | 40,000 sh | 40,000 sh NEW |
| VAPOTHERM INC COM 922107107 |
$969 | $969 | 23,635 sh | 23,635 sh NEW |
| T-MOBILE US INC RIGHT 07/27/2020 872590112 |
$177 | $177 | 1,052,289 sh | 1,052,289 sh NEW |
| INTELSAT S A COM L5140P101 |
$14 | 25,000 sh | ||
| ABBOTT LABS COM 002824100 |
$0 | -$62,441 | 0 sh | -791,300 sh
-100% |
| QUALCOMM INC COM 747525103 |
$0 | -$31,941 | 0 sh | -472,150 sh
-100% |
| SERVICENOW INC COM 81762P102 |
$0 | -$31,532 | 0 sh | -110,030 sh
-100% |
| Adobe Inc Com cs 00724F101 |
$0 | -$19,072 | 0 sh | -59,930 sh
-100% |
| ISHARES TR MSCI INDIA ETF 46429B598 |
$0 | -$18,093 | 0 sh | -750,450 sh
-100% |
| Coupa Software Incorporated COM 22266L106 |
$0 | -$13,135 | 0 sh | -94,000 sh
-100% |
| 2U Inc. COM 90214J101 |
$0 | -$9,438 | 0 sh | -444,748 sh
-100% |
| NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 |
$0 | -$8,684 | 0 sh | -80,230 sh
-100% |
| SONY CORP SPONSORED ADR 835699307 |
$0 | -$8,664 | 0 sh | -146,400 sh
-100% |
| Twilio Inc Cl A COM 90138F102 |
$0 | -$2,377 | 0 sh | -26,558 sh
-100% |
| TENCENT MUSIC ENTMT GROUP SPON ADS 88034P109 |
$0 | -$2,151 | 0 sh | -213,775 sh
-100% |
| XP INC CL A G98239109 |
$0 | -$965 | 0 sh | -50,000 sh
-100% |
| Datadog, Inc. COM 23804L103 |
$0 | -$929 | 0 sh | -25,810 sh
-100% |
| LUCKIN COFFEE INC SPONSORED ADS 54951L109 |
$0 | -$578 | 0 sh | -21,276 sh
-100% |
| UBER TECHNOLOGIES INC COM 90353T100 |
$0 | -$11 | Call options for 0 sh | -400 sh
-100% |