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Tracking Stanley Druckenmiller's Duquesne Family Office Portfolio - Q2 2021 Update

John Vincent profile picture
John Vincent


  • Stanley Druckenmiller’s 13F portfolio value decreased from $3.89B to $3.48B this quarter.
  • Duquesne added Netflix & Airbnb and increased Alphabet & Carvana while reducing Sea Limited and dropping Citigroup.
  • The top three positions are at ~29% of the portfolio.
The New York Times 2015 DealBook Conference

Neilson Barnard/Getty Images Entertainment

This article is first in a series that provides an ongoing analysis of the changes made to Duquesne Family Office’s 13F stock portfolio on a quarterly basis. It is based on Stanley Druckenmiller’s regulatory 13F Form filed on 08/16/2021. The 13F

This article was written by

John Vincent profile picture
Focused on analyzing 13F reports & building tools to help DIY investors generate absolute returns through exploiting inefficiency, volatility, and momentum.

Analyst’s Disclosure: I/we have a beneficial long position in the shares of ACAD, AMZN, CCCS, CPNG, GE either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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Comments (9)

Appears that he is pretty active in building and exiting positions.
Thank you, John.
cdgingrich profile picture
Thanks very much, John
So apart the Fangs which are in a bubble the rest have done pretty bad .. i would say quite dissapointing .. i am up 30 percent between q2 and q3 .. oil, coal, gas, agro and uranium my choices .. in tech my only positions are option puts in tesla and amd .. bye
hawkrnc_19 profile picture
@drooyrich Agreed on the inflation protection investments.
@drooyrich Bully for you. If you're trying to say you're a better investor than Mr. Drunkenmiller you're delusional.
Exile of the Mainstream profile picture
Not a single china position.

Amazing how early he was in SE
cdgingrich profile picture
@Exile of the Mainstream Indeed. That is why John Vincent's summaries are so valuable. You can see a guy with deep research capabilities pick up something like SE before it is on people's radar.
Silky Oak Capital profile picture
@Exile of the Mainstream Every commodity related stock is a China position.
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