Stanley Druckenmiller · quarter digest
What Stanley Druckenmiller did in Q3 2024
Duquesne Family Office filed 43 moves in Q3 2024: 14 new, 9 add, 11 trim, 9 exit.
13F filed 2024-11-14. Manager quality score: q9. Philosophy: Macro top-down, concentrated bets, ride trends.
New positions · 14
Fresh money
NEW·4.0% book·−3
“First TSM position.”
SPGISpdr Ser Tr
NEW·3.9% book·−1
BNBroadcom Inc
NEW·1.4% book·+12
TEVATeva Pharmaceutical Inds Ltd
NEW·0.9% book·+1
CCitigroup Inc
NEW·0.7% book·−6
CRHCrh Plc
NEW·0.5% book·−15
TPGTpg Inc
NEW·0.4% book·−2
ADSKAutodesk Inc
NEW·0.3% book·−18
CBChubb Limited
NEW·0.3% book·+16
MTBM & T Bk Corp
NEW·0.3% book·−8
USBUs Bancorp Del
NEW·0.3% book·−8
SBUXStarbucks Corp
NEW·0.2% book·−11
XPOXpo Inc
NEW·0.2% book·−4
ARMArm Holdings Plc
NEW·0.1% book·+4
Adds · 9
Adding to conviction
NTRANatera Inc
ADD +81%·15.3% book·+7
ADD +12%·13.5% book·+8
“Pre-trim NVDA accumulation.”
CPNGCoupang Inc
ADD +7%·9.7% book·+4
ADD +18%·8.3% book·−8
“Microsoft add.”
STXSeagate Technology Hldngs Pl
ADD +8%·7.1% book·+1
MELIMercadolibre Inc
ADD +32%·3.3% book·−1
FCXFreeport-Mcmoran Inc
ADD +19%·2.3% book·−4
DFSDiscover Finl Svcs
ADD +70%·1.4% book·−11
WABWabtec
ADD +19%·1.1% book·−4
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Remove with Pro →Trims · 11
Taking chips off
COHRCoherent Corp
TRIM -17%·9.0% book·+23
PFEPhilip Morris Intl Inc
TRIM -13%·6.6% book·−11
FLUTFlutter Entmt Plc
TRIM -22%·2.1% book·−5
KLACKinder Morgan Inc Del
TRIM -61%·2.0% book·−14
TECKTeck Resources Ltd
TRIM -30%·1.8% book·−8
VSTVistra Corp
TRIM -85%·1.6% book·+1
CPTCamden Ppty Tr
TRIM -50%·1.2% book·−5
ADBEAdobe Inc
TRIM -6%·0.6% book·−4
FLEXFlex Ltd
TRIM -76%·0.4% book·−17
GEVGe Vernova Inc
TRIM -90%·0.3% book·−6
PLTRPalantir Technologies Inc
TRIM -95%·0.1% book·+14
Exits · 9
Closed positions
ANETArista Networks Inc
EXIT·0.0% book·−1
IQVIqvia Hldgs Inc
EXIT·0.0% book·−12
LBTYKLiberty Global Ltd
EXIT·0.0% book·−8
LYVLive Nation Entertainment In
EXIT·0.0% book·−17
AESAes Corp
EXIT·0.0% book·−7
AAPLApple Inc
EXIT·0.0% book·−20
EQTEqt Corp
EXIT·0.0% book·−5
SEASea Ltd
EXIT·0.0% book·+1
BLDRBuilders Firstsource Inc
EXIT·0.0% book·+2
Current top holdings
Stanley Druckenmiller’s book, latest snapshot
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Not investment advice. Data from 13F filings with HoldLens parsing. Methodology.