Skip to main content
AAPLMSFTGOOGLMETANVDABRK-BAMZNJPMBACKOCVXOXYAXPCMGV
HoldLens
Stanley Druckenmiller · quarter digest

What Stanley Druckenmiller did in Q1 2024

Duquesne Family Office filed 2 moves in Q1 2024: 1 new, 1 add, 0 trim, 0 exit.

13F filed 2024-05-15. Manager quality score: q9. Philosophy: Macro top-down, concentrated bets, ride trends.

New positions · 1

Fresh money

NEW·6.0% book·+6

First Microsoft position.

Adds · 1

Adding to conviction

ADD +30%·11.0% book·+19

NVDA major add.

HoldLens Pro · Founders pricing
Email alerts + conviction scores + alpha attribution
$14/mo · cancel anytime · lock in for life
See pricing →
Current top holdings

Stanley Druckenmiller’s book, latest snapshot

#TickerWeight
1NVDA
NVIDIA
11.4%
2MSFT
Microsoft
9.1%
3COHR
Coherent
6.8%
4TSM
Taiwan Semi
5.2%
5KMI
Kinder Morgan
4.8%

Not investment advice. Data from 13F filings with HoldLens parsing. Methodology.