Duquesne (Stanley Druckenmiller) discloses updated portfolio positions in 13F filing: New PLTR C FHN positions
Highlights from 2021 Q1 filing as compared to Q4 2020:
- New positions in: PLTR (~5.98 mln shares), C (~2.12 mln), FHN (~1.95 mln), ON (~1.84 mln), BLDR (~1.32 mln), NKTR (~1 mln), CPNG (~0.71 mln), FSR (~0.71 mln), SYF (~0.55 mln), KBR (~0.52 mln), TSM (~0.39 mln), DGNR (~0.28 mln), TIGR (~0.27 mln), JPM (~0.26 mln), FIS (~0.2 mln), FB (~0.19 mln), MU (~0.18 mln)
- Increased positions in: FLEX (to ~2.8 mln shares from ~1.73 mln shares), USFD (to ~0.89 mln from ~0.16 mln), VALE (to ~1.29 mln from ~0.69 mln), UBER (to ~0.87 mln from ~0.32 mln), SBUX (to ~2.26 mln from ~1.98 mln) OPCH (to ~0.66 mln from ~0.39 mln), EXPE (to ~0.44 mln from ~0.27 mln)
- Maintained positions in: GE (~4.38 mln shares), GOLD (~3.61 mln shares), RETA (~0.75 mln shares), RUN (~0.66 mln shares)
- Closed positions in: CCL (from ~2.64 mln shares), NEE (from ~0.78 mln), DIS (from ~0.68 mln), ELAN (from ~0.62 mln), NYT (from ~0.51 mln), CNQ (from ~0.41 mln), SMAR (from ~0.4 mln), ARCE (from ~0.24 mln), LYV (from ~0.21 mln)
- Decreased positions in: NUAN (to ~0.75 mln shares from ~2.91 mln shares), TMUS (to ~1.59 mln from ~2.34 mln), NET (to ~0.1 mln from ~0.79 mln), PENN (to ~0.9 mln from ~1.52 mln), MSFT (to ~2.13 mln from ~2.64 mln), CVNA (to ~0.21 mln from ~0.49 mln), SE (to ~0.58 mln from ~0.76 mln), FCX (to ~6.12 mln from ~6.28 mln), PANW (to ~0.42 mln from ~0.46 mln)