Manager(s): Stanley Druckenmiller
Filed on 2020-11-16 under CIK 1536411
| Company name, stock class and CUSIP | Value (x$1000) | Shares | ||
|---|---|---|---|---|
| MICROSOFT CORP COM 594918104 |
$556,455 | $190,173 | 2,645,630 sh | 845,805 sh 47% |
| AMAZON COM INC COM 023135106 |
$273,048 | $37,900 | 86,717 sh | 1,482 sh 2% |
| T MOBILE US INC COM 872590104 |
$228,048 | $64,395 | 1,994,124 sh | 422,800 sh 27% |
| ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 |
$160,441 | $66,698 | 545,755 sh | 111,154 sh 26% |
| SEA LTD SPONSORED ADS 81141R100 |
$151,126 | $44,912 | 981,083 sh | -9,354 sh
-1% |
| Netflix Inc cs 64110L106 |
$139,194 | -$1,630 | 278,372 sh | -31,105 sh
-10% |
| PENN NATL GAMING INC COM 707569109 |
$137,585 | $105,616 | 1,892,501 sh | 845,707 sh 81% |
| BARRICK GOLD CORPORATION COM 067901108 |
$136,422 | $21,345 | 4,853,153 sh | 581,553 sh 14% |
| STARBUCKS CORP COM 855244109 |
$125,624 | $58,958 | 1,462,100 sh | 556,185 sh 61% |
| JD.COM INC SPON ADR CL A 47215P106 |
$118,118 | $28,285 | 1,521,943 sh | 29,203 sh 2% |
| FREEPORT-MCMORAN INC CL B 35671D857 |
$98,820 | $24,006 | 6,318,400 sh | -147,800 sh
-2% |
| Nuance Communications, Inc. COM 67020Y100 |
$96,634 | $96,634 | 2,911,525 sh | 2,911,525 sh NEW |
| MERCADOLIBRE INC COM 58733R102 |
$76,987 | $41,790 | 71,121 sh | 35,416 sh 99% |
| VANECK VECTORS ETF TRUST GOLD MINERS ETF 92189F106 |
$70,834 | $70,834 | 1,808,825 sh | 1,808,825 sh NEW |
| Alphabet Inc., Cl. A COM 02079K305 |
$60,355 | -$62,309 | 41,181 sh | -45,321 sh
-52% |
| NEXTERA ENERGY INC COM 65339F101 |
$59,921 | $59,921 | 215,884 sh | 215,884 sh NEW |
| Facebook, Inc. COM 30303M102 |
$54,448 | $1,768 | 207,895 sh | -24,103 sh
-10% |
| ALNYLAM PHARMACEUTL COM 02043Q107 |
$53,642 | 368,419 sh | ||
| REATA PHARMACEUTICALS INC CL A COM 75615P103 |
$52,987 | -$30,153 | 543,901 sh | 11,023 sh 2% |
| Smartsheet Inc Class A COM 83200N103 |
$52,902 | $1,119 | 1,070,448 sh | 53,493 sh 5% |
| Workday, Inc. Cl. A COM 98138H101 |
$50,791 | -$79,655 | 236,095 sh | -460,135 sh
-66% |
| SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 |
$50,037 | $50,037 | 650,000 sh | 650,000 sh NEW |
| FIDELITY NATL INFORMATION SERV COM 31620M106 |
$46,791 | $24,320 | 317,851 sh | 150,271 sh 90% |
| VERIZON COMMUNICATIONS CS 92343V104 |
$33,757 | $24,899 | 567,443 sh | 406,768 sh 253% |
| CARNIVAL CORP UNIT 99/99/9999 143658300 |
$30,398 | -$15,557 | 2,002,500 sh | -796,225 sh
-28% |
| Booking Holdings Inc COM 09857L108 |
$29,578 | -$29,912 | 17,290 sh | -20,070 sh
-54% |
| EXPEDIA GROUP INC. COM 30212P303 |
$29,000 | $29,000 | 316,278 sh | 316,278 sh NEW |
| Paypal Hldgs Inc. COM 70450Y103 |
$27,847 | -$106,050 | 141,333 sh | -627,177 sh
-82% |
| CARNIVAL CORP UNIT 99/99/9999 143658300 |
$27,599 | $27,599 | Call options for 1,818,100 sh | 1,818,100 sh NEW |
| GENERAL ELECTRIC CO COM 369604103 |
$27,261 | $24,388 | 4,375,778 sh | 3,955,078 sh 940% |
| LIVE NATION ENTERTAINMENT IN COM 538034109 |
$26,380 | -$10,372 | 489,607 sh | -339,444 sh
-41% |
| THE WENDY'S CO COM 95058W100 |
$26,086 | $3,589 | 1,170,047 sh | 137,138 sh 13% |
| TAL EDUCATION GROUP SPONSORED ADS 874080104 |
$23,747 | 312,300 sh | ||
| Synchrony Financial cs 87165B103 |
$23,125 | $7,546 | 883,630 sh | 180,617 sh 26% |
| CARVANA CO CL A 146869102 |
$20,503 | $20,503 | 91,916 sh | 91,916 sh NEW |
| PALO ALTO NETWORKS INC COM 697435105 |
$20,143 | $20,143 | 82,300 sh | 82,300 sh NEW |
| Regeneron Pharmaceuticals COM 75886F107 |
$19,918 | -$4,217 | 35,582 sh | -3,118 sh
-8% |
| DISNEY WALT CO COM DISNEY 254687106 |
$17,781 | $14,447 | 143,300 sh | 113,400 sh 379% |
| FASTLY INC CL A COM 31188V100 |
$16,904 | -$8,345 | 180,442 sh | -116,151 sh
-39% |
| LENNAR CORP CL A 526057104 |
$15,100 | 184,872 sh | ||
| ANALOG DEVICES INC COM 032654105 |
$14,886 | $14,886 | 127,511 sh | 127,511 sh NEW |
| BioMarin Pharmaceutical Inc. COM 09061G101 |
$14,661 | 192,700 sh | ||
| YUM BRANDS INC COM 988498101 |
$13,798 | 151,124 sh | ||
| US BANCORP DEL COM NEW 902973304 |
$13,031 | $4,507 | 363,500 sh | 132,000 sh 57% |
| SONY CORP SPONSORED ADR 835699307 |
$12,843 | $12,843 | 167,335 sh | 167,335 sh NEW |
| DISH NETWORK CORP CL A 25470M109 |
$11,399 | 392,679 sh | ||
| IQVIA Holdings Inc. COM 46266C105 |
$11,304 | 71,710 sh | ||
| CLOUDFLARE INC CL A COM 18915M107 |
$10,533 | $10,533 | 256,535 sh | 256,535 sh NEW |
| UBER TECHNOLOGIES INC COM 90353T100 |
$9,902 | $9,902 | 271,444 sh | 271,444 sh NEW |
| QUALCOMM INC COM 747525103 |
$9,717 | $9,717 | 82,569 sh | 82,569 sh NEW |
| JPMORGAN CHASE & CO CS 46625H100 |
$9,450 | -$142,169 | 98,165 sh | -1,513,775 sh
-94% |
| TECK RESOURCES LTD CL B 878742204 |
$9,204 | $9,204 | 661,200 sh | 661,200 sh NEW |
| BEIGENE LTD SPONSORED ADR 07725L102 |
$8,887 | $3,955 | 31,025 sh | 4,845 sh 19% |
| FLEX LTD ORD Y2573F102 |
$7,923 | 711,240 sh | ||
| DISNEY WALT CO COM DISNEY 254687106 |
$3,710 | $3,710 | Call options for 29,900 sh | 29,900 sh NEW |
| LAS VEGAS SANDS CORP COM 517834107 |
$3,635 | -$818 | 77,901 sh | -19,875 sh
-20% |
| D.R Horton, Inc. COM 23331A109 |
$3,515 | 46,470 sh | ||
| ARCO PLATFORM LTD COM CL A G04553106 |
$3,458 | $3,458 | 84,675 sh | 84,675 sh NEW |
| GENERAL ELECTRIC CO COM 369604103 |
$2,621 | $2,621 | Call options for 420,700 sh | 420,700 sh NEW |
| VAPOTHERM INC COM 922107107 |
$2,252 | $1,283 | 77,660 sh | 54,025 sh 229% |
| ZAI LAB LTD ADR 98887Q104 |
$1,711 | $1,711 | 20,570 sh | 20,570 sh NEW |
| SPDR SERIES TRUST S&P BIOTECH 78464A870 |
$0 | -$122,608 | 0 sh | -1,095,200 sh
-100% |
| HOME DEPOT INC COM 437076102 |
$0 | -$77,433 | 0 sh | -309,100 sh
-100% |
| WELLS FARGO CO NEW COM 949746101 |
$0 | -$39,642 | 0 sh | -1,548,500 sh
-100% |
| CHUBB LIMITED COM H1467J104 |
$0 | -$35,786 | 0 sh | -282,625 sh
-100% |
| INSMED INC COM PAR $.01 457669307 |
$0 | -$33,803 | 0 sh | -1,227,400 sh
-100% |
| SAREPTA THERAPEUTICS INC COM 803607100 |
$0 | -$27,154 | 0 sh | -169,350 sh
-100% |
| AUTOZONE INC COM 053332102 |
$0 | -$21,321 | 0 sh | -18,900 sh
-100% |
| MARRIOTT INTL INC NEW CL A 571903202 |
$0 | -$21,198 | 0 sh | -247,264 sh
-100% |
| CROWDSTRIKE HLDGS COM 22788C105 |
$0 | -$19,005 | 0 sh | -189,503 sh
-100% |
| TRICIDA INC COM 89610F101 |
$0 | -$18,916 | 0 sh | -688,344 sh
-100% |
| Activision Blizzard, Inc. COM 00507V109 |
$0 | -$16,037 | 0 sh | -211,290 sh
-100% |
| ZIMMER BIOMET HOLDINGS INC COM 98956P102 |
$0 | -$14,580 | 0 sh | -122,150 sh
-100% |
| BIONTECH SE SPONSORED ADS 09075V102 |
$0 | -$13,645 | 0 sh | -204,450 sh
-100% |
| FLEETCOR TECHNOLOGIES INC COM 339041105 |
$0 | -$9,961 | 0 sh | -39,600 sh
-100% |
| ANAPLAN INC COM 03272L108 |
$0 | -$9,638 | 0 sh | -212,716 sh
-100% |
| DRAFTKINGS INC COM CL A COMMON STOCK 26142R104 |
$0 | -$9,246 | 0 sh | -278,000 sh
-100% |
| DELTA AIR LINES INC DEL COM NEW 247361702 |
$0 | -$9,118 | 0 sh | -325,050 sh
-100% |
| GUIDEWIRE SOFTWARE COM 40171V100 |
$0 | -$6,446 | 0 sh | -58,150 sh
-100% |
| CARMAX INC COM 143130102 |
$0 | -$5,614 | 0 sh | -62,695 sh
-100% |
| BILL COM HLDGS INC COM 090043100 |
$0 | -$5,341 | 0 sh | -59,205 sh
-100% |
| OneMain Holdings, Inc. COM 68268W103 |
$0 | -$5,135 | 0 sh | -209,265 sh
-100% |
| NEXTCURE INC COM 65343E108 |
$0 | -$3,033 | 0 sh | -141,459 sh
-100% |
| FORD MTR CO DEL COM 345370860 |
$0 | -$3,025 | 0 sh | -497,500 sh
-100% |
| DOCUSIGN INC COM 256163106 |
$0 | -$3,020 | 0 sh | -17,535 sh
-100% |
| Penske Automotive COM 70959W103 |
$0 | -$1,548 | 0 sh | -40,000 sh
-100% |
| T-MOBILE US INC RIGHT 07/27/2020 872590112 |
$0 | -$177 | 0 sh | -1,052,289 sh
-100% |
| INTELSAT S A COM L5140P101 |
$0 | -$14 | 0 sh | -25,000 sh
-100% |