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Duquesne Family Office 13F filings

Manager(s): Stanley Druckenmiller

Holdings as of 2023-12-31

Filed on 2024-02-14 under CIK 1536411

Company
Investment Type
Change
Value (x$1000)
increase or decrease
Microsoft Corp
1,086,120 sh
68,860 sh
7%
$408,425
$87,225
COUPANG INC Common Stock
22,914,940 sh
2,011,075 sh
10%
$370,993
$15,627
NVIDIA Corp.
617,494 sh
-257,162 sh
-29%
$305,795
-$74,672
NVIDIA Corp.

Call options for 489,500 sh
489,500 sh
NEW
$242,410
$242,410
Eli Lilly
402,550 sh
-51,565 sh
-11%
$234,654
-$9,265
TECK RESOURCES LTD CL B
5,524,602 sh
1,418,925 sh
35%
$233,548
$56,616
Seagate Technology Holdings plc
2,116,108 sh
1,201,065 sh
131%
$180,652
$120,305
Vertiv Holdings Co
2,313,500 sh
427,250 sh
23%
$111,117
$40,948
NEWS CORP NEW COM
4,045,120 sh
-726,905 sh
-15%
$99,308
$3,581
General Electric Co.
736,095 sh
 
$93,948
Vistra Corp.
2,385,061 sh
396,500 sh
20%
$91,873
$25,893
UBS GROUP AG SHS
2,414,735 sh
231,290 sh
11%
$74,887
$20,831
KBR Inc.
1,158,535 sh
652,877 sh
129%
$64,194
$34,391
Lamb Weston Holdings Inc
539,209 sh
-1,286,881 sh
-70%
$58,283
-$110,557
Cameco Corp COM
1,332,625 sh
462,885 sh
53%
$57,436
$22,960
Chevron Corp
384,595 sh
 
$57,366
Natera Inc
893,030 sh
 
$55,939
Arista Networks Inc
234,185 sh
234,185 sh
NEW
$55,153
$55,153
Woodward Inc
404,635 sh
404,635 sh
NEW
$55,083
$55,083
Option Care Health Inc
1,456,215 sh
250,865 sh
21%
$49,060
$10,067
Tempur Sealy International Inc
749,100 sh
749,100 sh
NEW
$38,182
$38,182
FLEX LTD ORD
1,134,400 sh
1,134,400 sh
NEW
$34,554
$34,554
BARRICK GOLD CORPORATION COM
1,758,300 sh
1,758,300 sh
NEW
$31,808
$31,808
Booz Allen Hamilton Holding Corp C
235,800 sh
235,800 sh
NEW
$30,161
$30,161
TKO Group Holdings Inc
326,735 sh
265,270 sh
432%
$26,655
$21,488
NEWS CORP NEW CL B
975,600 sh
 
$25,092
Marvell Technology Inc.
363,585 sh
363,585 sh
NEW
$21,928
$21,928
Freeport-McMoRan Inc.
471,535 sh
471,535 sh
NEW
$20,073
$20,073
Newmont Goldcorp
474,250 sh
474,250 sh
NEW
$19,629
$19,629
Palo Alto Networks Inc
64,715 sh
64,715 sh
NEW
$19,083
$19,083
Pure Storage Inc
531,247 sh
531,247 sh
NEW
$18,944
$18,944
Veeva Systems Inc
95,700 sh
 
$18,424
ZoomInfo Technologies Inc.
924,100 sh
924,100 sh
NEW
$17,087
$17,087
DraftKings Inc
423,850 sh
423,850 sh
NEW
$14,941
$14,941
Western Digital Corp
230,000 sh
 
$12,045
Nutanix Inc
216,600 sh
216,600 sh
NEW
$10,330
$10,330
Take-Two Interactive Software Inc.
63,850 sh
63,850 sh
NEW
$10,277
$10,277
Adobe Inc.
17,130 sh
17,130 sh
NEW
$10,220
$10,220
Madison Square Garden Entertainment Corp.
294,751 sh
24,481 sh
9%
$10,010
-$33
Louisiana-Pacific Corp.
135,132 sh
80,700 sh
148%
$9,571
$6,563
Warby Parker Inc.
674,039 sh
674,039 sh
NEW
$9,504
$9,504
Recursion Pharmaceuticals Inc.
906,767 sh
 
$8,941
SPDR SERIES TRUST S&P REGL BKG
153,965 sh
153,965 sh
NEW
$8,072
$8,072
Universal Display Corp.
28,400 sh
28,400 sh
NEW
$5,432
$5,432
Charles Schwab Corp
71,700 sh
71,700 sh
NEW
$4,933
$4,933
Constellation Energy Corp
38,656 sh
 
$4,518
ABCELLERA BIOLOGICS INC COM
659,750 sh
 
$3,767
Canadian Pacific Kansas City C COM
47,505 sh
-71,595 sh
-60%
$3,756
-$5,106
IHS Holding Limited Common Stock
770,310 sh
 
$3,543
Joby Aviation Inc. Common Stock
22,492 sh
 
$150
Sensei Biotherapeutics Inc. COM
100,000 sh
 
$69
Alphabet Inc
0 sh
-838,375 sh
-100%
$0
-$109,710
T-Mobile US Inc.
0 sh
-756,675 sh
-100%
$0
-$105,972
Builders FirstSource Inc.
0 sh
-460,755 sh
-100%
$0
-$57,359
Broadcom Inc
0 sh
-51,956 sh
-100%
$0
-$43,154
ALIBABA GROUP HLDG LTD SPONSORED ADS
0 sh
-307,500 sh
-100%
$0
-$26,673
Danaher Corp
0 sh
-76,040 sh
-100%
$0
-$18,866
Amazon.com Inc
0 sh
-136,690 sh
-100%
$0
-$17,376
Transocean Ltd
0 sh
-1,844,175 sh
-100%
$0
-$15,141
Jacobs Engineering Group Inc
0 sh
-74,415 sh
-100%
$0
-$10,158
Opendoor Technologies Inc.
0 sh
-1,538,085 sh
-100%
$0
-$4,061
Compass Inc.
0 sh
-399,100 sh
-100%
$0
-$1,157
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