What Stanley Druckenmiller did in Q3 2024

Duquesne Family Office filed 3 moves in Q3 2024: 1 new, 2 add, 0 trim, 0 exit.

13F filed 2024-11-14. Manager quality score: q9. Philosophy: Macro top-down, concentrated bets, ride trends.

New positions · 1

Fresh money

NEW·4.0% book·−2

“First TSM position.”

Adds · 2

ADD +12%·13.5% book·+7

“Pre-trim NVDA accumulation.”

ADD +18%·8.3% book·−11

“Microsoft add.”

Current top holdings

#	Ticker	Weight	Conviction
1	NVDA NVIDIA	11.4%	+7
2	MSFT Microsoft	9.1%	−11
3	COHR Coherent	6.8%	+23
4	TSM Taiwan Semi	5.2%	−2
5	KMI Kinder Morgan	4.8%	0

Other quarters for Stanley Druckenmiller

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