Duquesne (Stanley Druckenmiller) discloses updated portfolio positions in 13F filing: New PYPL QCOM positions, exited SNAP JPM WFC BAC MPC AEM
Highlights from 2020 Q1 filing as compared to Q4 2019:
- New positions in: PYPL (~0.93 mln shares), QCOM (~0.47 mln), TAL (~0.31 mln), IQV (~0.3 mln), TME (~0.21 mln), LVS (~0.18 mln), EDU (~0.08 mln), LK (~0.02 mln)
- Increased positions in: FB (to ~1.24 mln shares from ~0.71 mln shares), JD (to ~0.58 mln from ~0.11 mln), BABA (to ~0.41 mln from ~0.05 mln), NFLX (to ~0.85 mln from ~0.58 mln), ALNY (to ~0.37 mln from ~0.12 mln) FIS (to ~0.35 mln from ~0.18 mln), AMZN (to ~0.18 mln from ~0.02 mln) WDAY (to ~1.65 mln from ~1.52 mln), FLEX (to ~0.46 mln from ~0.34 mln),
- Maintained positions in: GOLD (~4.27 mln shares
- Closed positions in: SNAP (from ~1.96 mln shares), JPM (from ~1.29 mln), HDB (from ~1.29 mln), WFC (from ~0.87 mln), BAC (from ~0.76 mln), AEM (from ~0.75 mln), MPC (from ~0.74 mln), FDX (from ~0.34 mln), NKTR (from ~0.31 mln), PNC (from ~0.3 mln)
- Decreased positions in: GE (to ~7.97 mln shares from ~16.66 mln shares), FCX (to ~1.39 mln from ~4.57 mln), HD (to ~0.31 mln from ~0.39 mln), SE (to ~1.17 mln from ~1.75 mln), MSFT (to ~1.1 mln from ~1.62 mln), SNE (to ~0.15 mln from ~0.23 mln), ABT (to ~0.79 mln from ~0.92 mln), TWOU (to ~0.44 mln from ~0.54 mln), PLAN (to ~0.17 mln from ~0.26 mln), ATVI (to ~1.56 mln from ~1.65 mln)
