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Tracking Stanley Druckenmiller's Duquesne Family Office Portfolio - Q2 2023 Update

Aug. 31, 2023 11:04 PM ETFCX, TMUS, NVDA, CPNG, MSFT, LLY, LW, TECK, OPCH, NWS, GE2 Comments
John Vincent profile picture
John Vincent
23.71K Followers

Summary

  • Duquesne Family Office's 13F portfolio value increased by approximately 25% to $2.87B in Q2 2023.
  • The largest five stakes in the portfolio are Nvidia, Coupang, Microsoft, Eli Lilly, and Lamb Weston Holdings, making up around 53% of the portfolio.
  • Stanley Druckenmiller's family office made new stakes in General Electric and several other small positions, while disposing of stakes in Alphabet, Freeport-McMoRan, Advanced Micro Devices, Barrick Gold, and Palo Alto Networks.

The New York Times 2015 DealBook Conference

Neilson Barnard

This article is part of 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

This article was written by

John Vincent profile picture
23.71K Followers
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 CPNG, AMZN, META, GOOGL 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.

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Comments (2)

a
coupang looks intersting
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Related Stocks

SymbolLast Price% Chg
FCX--
Freeport-McMoRan Inc.
TMUS--
T-Mobile US, Inc.
NVDA--
NVIDIA Corporation
CPNG--
Coupang, Inc.
MSFT--
Microsoft Corporation

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