Duquesne (Stanley Druckenmiller) discloses updated portfolio positions in 13F filing: New FCX EEM SNAP positions
Highlights from 2019 Q4 filing as compared to Q3 2019:
- New positions in: FCX (~4.57 mln shares), EEM (~4.07 mln), SNAP (~1.96 mln), IWM (~1.55 mln), JPM (~1.29 mln), DISH (~0.97 mln), WFC (~0.87 mln), BAC (~0.76 mln), MPC (~0.74 mln), TCDA (~0.69 mln)
- Increased positions in: GE (to ~16.66 mln shares from ~14.85 mln shares), WDAY (to ~1.52 mln from ~0.68 mln), FB (to ~0.71 mln from ~0.14 mln), HDB (to ~1.29 mln from ~0.85 mln), GOLD (to ~4.27 mln from ~3.92 mln), UBER (to ~0.48 mln from ~0.17 mln), RETA (to ~0.43 mln from ~0.17 mln) NFLX (to ~0.58 mln from ~0.35 mln), AEM (to ~0.75 mln from ~0.59 mln), FIS (to ~0.18 mln from ~0.13 mln)
- Maintained positions in: ATVI (~1.65 mln shares), ABT (~0.92 mln)
- Closed positions in: V (from ~0.55 mln shares), OKTA (from ~0.24 mln), SHOP (from ~0.21 mln), EXP (from ~0.08 mln), NEWR (from ~0.05 mln), ISRG (from ~0.03 mln), W (from ~0.03 mln)
- Decreased positions in: MSFT (to ~1.62 mln shares from ~3.99 mln shares), PLAN (to ~0.26 mln from ~1.32 mln), SE (to ~1.75 mln from ~2.44 mln), BABA (to ~0.05 mln from ~0.48 mln), NOW (to ~0.08 mln from ~0.51 mln), COUP (to ~0.15 mln from ~0.57 mln), SMAR (to ~0.06 mln from ~0.39 mln), AYX (to ~0.11 mln from ~0.43 mln), MELI (to ~0.02 mln from ~0.17 mln)