Duquesne (Stanley Druckenmiller) discloses updated portfolio positions in 13F filing: New GOLD PCG UBER I positions, exited QCOM NOK XLNX ADIHighlights from 2019 Q2 filing as compared to Q1 2019:
- New positions in: GOLD (~3.98 mln shares), PCG (~3.05 mln), UBER (~2.69 mln), I (~1.36 mln), AEM (~0.42 mln), SQ (~0.29 mln), FOXA (~0.08 mln), PANW (~0.04 mln), SNE (~0.04 mln), SMAR (~0.04 mln)
- Increased positions in: SNAP (to ~5.23 mln shares from ~1.24 mln shares), SE (to ~1.6 mln from ~0.02 mln), ATVI (to ~1.74 mln from ~1.09 mln), MRK (to ~0.47 mln from ~0.27 mln), BABA (to ~1.04 mln from ~0.93 mln), FIS (to ~0.49 mln from ~0.39 mln), HD (to ~0.45 mln from ~0.39 mln) NOW (to ~0.2 mln from ~0.14 mln), RP (to ~0.07 mln from ~0.06 mln), AMZN (to ~0.13 mln from ~0.11 mln)
- Maintained positions in: GE (~6.19 mln shares), MSFT (~5.23 mln shares), NFLX (~0.53 mln shares), V (~0.34 mln shares), MA (~0.23 mln shares), ILMN (~0.17 mln shares)
- Closed positions in: SWN (from ~2.26 mln shares), ACIU (from ~1.32 mln), QCOM (from ~0.95 mln), RRC (from ~0.84 mln), IBB (from ~0.79 mln), NOK (from ~0.73 mln), A (from ~0.48 mln), HOLX (from ~0.34 mln), XLNX (from ~0.22 mln), ADI (from ~0.22 mln)
- Decreased positions in: EEM (to ~2.41 mln shares from ~7.03 mln shares), S (to ~0.07 mln from ~1.55 mln), TMUS (to ~0.77 mln from ~1.92 mln), LNG (to ~0.07 mln from ~0.61 mln), ABT (to ~0.92 mln from ~1.44 mln), PYPL (to ~0.48 mln from ~0.81 mln), MU (to ~0.23 mln from ~0.48 mln), DOCU (to ~0.11 mln from ~0.33 mln), SPOT (to ~0.01 mln from ~0.16 mln), MPC (to ~0.41 mln from ~0.54 mln)