Stanley Druckenmiller · quarter digest
What Stanley Druckenmiller did in Q3 2024
Duquesne Family Office filed 42 moves in Q3 2024: 14 new, 9 add, 11 trim, 8 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·+7
“First TSM position.”
SPGISpdr Ser Tr
NEW·3.9% book·+4
BNBroadcom Inc
NEW·1.4% book·+16
TEVATeva Pharmaceutical Inds Ltd
NEW·0.9% book·+2
CCitigroup Inc
NEW·0.7% book·−7
CRHCrh Plc
NEW·0.5% book·−1
TPGTpg Inc
NEW·0.4% book·−2
ADSKAutodesk Inc
NEW·0.3% book·−14
CBChubb Limited
NEW·0.3% book·+20
MTBM & T Bk Corp
NEW·0.3% book·−7
USBUs Bancorp Del
NEW·0.3% book·−3
SBUXStarbucks Corp
NEW·0.2% book·−14
XPOXpo Inc
NEW·0.2% book·−4
ARMArm Holdings Plc
NEW·0.1% book·+2
Adds · 9
Adding to conviction
NTRANatera Inc
ADD +81%·15.3% book·+4
ADD +12%·13.5% book·+16
“Pre-trim NVDA accumulation.”
CPNGCoupang Inc
ADD +7%·9.7% book·+7
ADD +18%·8.3% book·+2
“Microsoft add.”
STXSeagate Technology Hldngs Pl
ADD +8%·7.1% book·−3
MELIMercadolibre Inc
ADD +32%·3.3% book·+5
FCXFreeport-Mcmoran Inc
ADD +19%·2.3% book·−9
DFSDiscover Finl Svcs
ADD +70%·1.4% book·−13
WABWabtec
ADD +19%·1.1% book·0
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Trims · 11
Taking chips off
COHRCoherent Corp
TRIM -17%·9.0% book·+24
PFEPhilip Morris Intl Inc
TRIM -13%·6.6% book·−4
FLUTFlutter Entmt Plc
TRIM -22%·2.1% book·+3
KLACKinder Morgan Inc Del
TRIM -61%·2.0% book·−3
TECKTeck Resources Ltd
TRIM -30%·1.8% book·−10
VSTVistra Corp
TRIM -85%·1.6% book·−10
CPTCamden Ppty Tr
TRIM -50%·1.2% book·0
ADBEAdobe Inc
TRIM -6%·0.6% book·−5
FLEXFlex Ltd
TRIM -76%·0.4% book·−8
GEVGe Vernova Inc
TRIM -90%·0.3% book·−10
PLTRPalantir Technologies Inc
TRIM -95%·0.1% book·+16
Exits · 8
Closed positions
Current top holdings
Stanley Druckenmiller’s book, latest snapshot
Other quarters for Stanley Druckenmiller
Not investment advice. Data from 13F filings with HoldLens parsing. Methodology.