Duquesne Family Office (Stanley Druckenmiller) discloses updated portfolio positions in 13F filing: VALE, C, CF new positions; JD WDAY CRM increased positions; CMCSA MRK PTC NOW closed positions
Duquesne Family Office (Stanley Druckenmiller) discloses updated portfolio positions in 13F filing: Highlights from 2017 Q3 filing as compared to 2017 Q2 filing:
- New positions in: VALE (~2.48 mln shares), C (~1.1 mln), CF (~0.39 mln), BK (~0.38 mln), DESP (~0.3 mln)
- Increased positions in: JD (to ~2.19 mln shares from ~1.36 mln shares), WDAY (to ~0.79 mln from ~0.25 mln),CRM (to ~1.53 mln from ~1.08 mln), MSFT (to ~2.91 mln from ~2.63 mln), GOOGL (to ~0.23 mln from ~0.17 mln)
- Maintained positions in: CTRP (~1.41 mln shares), FB (~1.08 mln shares), PYPL (~0.93 mln shares), BABA (~0.78 mln shares), EA (~0.71 mln shares)
- Closed positions in: CMCSA (from ~1.97 mln shares), MRK (from ~0.76 mln), PTC (from ~0.45 mln), NOW (from ~0.43 mln), AAL (from ~0.4 mln), DAL (from ~0.39 mln)
- Decreased positions in: POT (to ~0.61 mln shares from ~2.09 mln shares)