What Stanley Druckenmiller did in Q2 2024

Duquesne Family Office filed 2 moves in Q2 2024: 0 new, 2 add, 0 trim, 0 exit.

13F filed 2024-08-14. Manager quality score: q9. Philosophy: Macro top-down, concentrated bets, ride trends.

Adds · 2

Adding to conviction

ADD +22%·12.5% book·+8

“NVDA buildup.”

ADD +15%·7.0% book·−8

“Microsoft add.”

Current top holdings

#	Ticker	Weight	Conviction
1	NVDA NVIDIA	11.4%	+8
2	MSFT Microsoft	9.1%	−8
3	COHR Coherent	6.8%	+23
4	TSM Taiwan Semi	5.2%	−3
5	KMI Kinder Morgan	4.8%	0

Other quarters for Stanley Druckenmiller

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