Duquesne Family Office (Stanley Druckenmiller) discloses updated portfolio positions in 13F filing: New MRK BABA YUMC NOW DAL positions
Highlights from 2017 Q2 filing as compared to 2017 Q1 filing:
- New positions in: MRK (~0.76 mln shares), BABA (~0.71 mln), YUMC (~0.6 mln), NOW (~0.43 mln), DAL (~0.39 mln), V (~0.22 mln), MA (~0.17 mln), CCI (~0.15 mln), HDB (~0.13 mln)
- Increased positions in: CMCSA (to ~1.97 mln shares from ~0.69 mln shares), MSFT (to ~2.63 mln from ~1.62 mln), JD (to ~1.36 mln from ~0.64 mln), FB (to ~1.08 mln from ~0.41 mln), NKTR (to ~1.17 mln from ~0.67 mln), CTRP (to ~1.41 mln from ~0.91 mln), PYPL (to ~0.93 mln from ~0.57 mln) LVS (to ~0.61 mln from ~0.28 mln), AAL (to ~0.4 mln from ~0.2 mln), ADSK (to ~0.35 mln from ~0.16 mln)
- Closed positions in: EEM (from ~2.5 mln shares), BAC (from ~2.11 mln), S (from ~1.66 mln), AA (from ~1.37 mln), LYB (from ~1.16 mln), COG (from ~0.96 mln), PSTG (from ~0.93 mln), AEM (from ~0.88 mln), TWTR (from ~0.61 mln), SYMC (from ~0.55 mln)
- Decreased positions in: PTC (to ~0.45 mln shares from ~0.83 mln shares)