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

What Stanley Druckenmiller did in Q2 2024

Duquesne Family Office filed 37 moves in Q2 2024: 11 new, 6 add, 7 trim, 13 exit.

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

New positions · 11

Fresh money

PFEPhilip Morris Intl Inc
NEW·6.4% book·−4
CPTCamden Ppty Tr
NEW·2.2% book·0
FLUTFlutter Entmt Plc
NEW·2.1% book·+3
MELIMercadolibre Inc
NEW·2.1% book·+5
GEVGe Vernova Inc
NEW·1.7% book·−10
ADBEAdobe Inc
NEW·0.7% book·−5
LYVLive Nation Entertainment In
NEW·0.3% book·−8
EQTEqt Corp
NEW·0.2% book·−11
SEASea Ltd
NEW·0.2% book·−7
BLDRBuilders Firstsource Inc
NEW·0.1% book·−1
INSMInsmed Inc
NEW·0.0% book·+5
Adds · 6

Adding to conviction

ADD +22%·12.5% book·+16

NVDA buildup.

COHRCoherent Corp
ADD +42%·8.9% book·+24
ADD +15%·7.0% book·+2

Microsoft add.

STXSeagate Technology Hldngs Pl
ADD +22%·6.2% book·−3
KLACKinder Morgan Inc Del
ADD +74%·4.6% book·−3
BKNGBarclays Plc
ADD +97%·0.8% book·−14
HoldLens Pro · Founders pricing
Email alerts + conviction scores + alpha attribution
€9/mo founders · cancel anytime
See pricing →
Trims · 7

Taking chips off

CPNGCoupang Inc
TRIM -51%·7.9% book·+7
TECKTeck Resources Ltd
TRIM -68%·2.4% book·−10
FCXFreeport-Mcmoran Inc
TRIM -16%·1.9% book·−9
FLEXFlex Ltd
TRIM -62%·1.5% book·−8
WABWabtec
TRIM -61%·0.8% book·0
DFSDiscover Finl Svcs
TRIM -74%·0.7% book·−13
AAPLApple Inc
TRIM -79%·0.2% book·−29
Exits · 13

Closed positions

IVVIshares Tr
EXIT·0.0% book·0
GEGeneral Electric Co
EXIT·0.0% book·+41
KBRKbr Inc
EXIT·0.0% book·−6
LLYEli Lilly & Co
EXIT·0.0% book·−10
METAMeta Platforms Inc
EXIT·0.0% book·−4
CCitigroup Inc
EXIT·0.0% book·−7
COFCapital One Finl Corp
EXIT·0.0% book·−13
SPGISpdr Ser Tr
EXIT·0.0% book·+4
OZKBank Ozk Little Rock Ark
EXIT·0.0% book·−8
CEGConstellation Energy Corp
EXIT·0.0% book·−8
TTWOTake-Two Interactive Softwar
EXIT·0.0% book·−8
NRGNrg Energy Inc
EXIT·0.0% book·−6
EATONEaton Corp Plc
EXIT·0.0% book·−8
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%
Other quarters for Stanley Druckenmiller

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