Duquesne Family Office Llc (Stanley Druckenmiller)
Basic Stats
Market Value
4.07B
Top 10 (%)
50.5%
Portfolio Size (Change from Prev.)
69 (13)
Avg. Holding Period
3 years
Turnover
0.7%
Industry Breakdown
Pharmaceutical Preparations
17.6%
Services-medical Laboratories
13.3%
Services-prepackaged Software
6.8%
Electrical Industrial Apparatus
5.1%
Semiconductors & Related Devices
4.8%
Cable & Other Pay Television Services
4.2%
Cigarettes
3.7%
Services-computer Programming, Data Processing, Etc.
3.6%
Services-business Services, Nec
3.4%
Plastics Products, Nec
3.3%
Ticker | Company | Market Value | % Portfolio | Shares | Chg. Shares % | Chg. Shares | Quarter End Price | % Owned |
|---|---|---|---|---|---|---|---|---|
 NTRA | Natera Inc | 521.21M | 12.8% | 3.1M | -9.3% | -317.1K | 169.00 | 2.3% |
 TEVA | Teva Pharmaceutical Inds Ltd | 267.64M | 6.6% | 16.0M | 7.3% | 1.1M | 17.00 | 1.4% |
 INSM | Insmed Inc | 226.79M | 5.6% | 2.3M | 64.6% | 884.4K | 101.00 | 1.2% |
 WWD | Woodward Inc | 208.06M | 5.1% | 848.9K | -22.7% | -248.8K | 245.00 | 1.4% |
 TSM | Taiwan Semiconductor Mfg Ltd | 173.28M | 4.3% | 765.1K | 27.8% | 166.3K | 226.00 | 0.0% |
 PM | Philip Morris Intl Inc | 148.61M | 3.7% | 816.0K | -26.2% | -289.3K | 182.00 | 0.1% |
 MELI | Mercadolibre Inc | 140.42M | 3.4% | 53.7K | — | — | 2.61K | 0.1% |
 ENTG | Entegris Inc | 132.74M | 3.3% | 1.6M | New Buy | 1.6M | 81.00 | 1.1% |
 CPNG | Coupang Inc | 123.00M | 3.0% | 4.1M | -55.9% | -5.2M | 30.00 | 0.2% |
 FLUT | Flutter Entmt Plc | 115.77M | 2.8% | 405.3K | 7.4% | 27.8K | 286.00 | 0.2% |
 COHR | Coherent Corp | 103.29M | 2.5% | 1.2M | -47.9% | -1.1M | 89.00 | 0.7% |
 DOCU | Docusign Inc | 100.51M | 2.5% | 1.3M | 20.1% | 215.8K | 78.00 | 0.6% |
 MSFT | Microsoft Corp | 99.95M | 2.5% | 200.9K | New Buy | 200.9K | 497.00 | 0.0% |
 ROKU | Roku Inc | 96.72M | 2.4% | 1.1M | 123.0% | 606.9K | 88.00 | 0.7% |
 VRNA | Verona Pharma Plc | 94.78M | 2.3% | 1.0M | — | — | 95.00 | 0.1% |