Duquesne discloses updated portfolio positions in 13F filing: New INTC MU NFLX positions , Closed out BAC VALE MRO FB
Highlights from 2018 Q1 filing as compared to 2017 Q4 filing:
- New positions in: INTC (~2.46 mln shares), MU (~2.19 mln), TAL (~0.68 mln), BABA (~0.66 mln), VIPS (~0.57 mln), QCOM (~0.41 mln), STL (~0.4 mln), ITCI (~0.3 mln), NFLX (~0.19 mln), ADBE (~0.12 mln)
- Increased positions in: JD (to ~1.78 mln shares from ~1.1 mln shares)
- Maintained positions in: CRM (~1.71 mln shares), GOOGL (~0.26 mln shares), AMZN (~0.17 mln shares)
- Closed positions in: BAC (from ~1.72 mln shares), VALE (from ~1.67 mln), MRO (from ~1.23 mln), FB (from ~1.08 mln), COG (from ~1.04 mln), DVN (from ~1.01 mln), APA (from ~0.9 mln), WFC (from ~0.85 mln), ECA (from ~0.85 mln), X (from ~0.71 mln)
- Decreased positions in: MSFT (to ~2.43 mln shares from ~3.23 mln shares), NKTR (to ~1.19 mln from ~1.83 mln), CTRP (to ~0.31 mln from ~0.73 mln), WDAY (to ~0.57 mln from ~0.83 mln)
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