Duquesne (Stanley Druckenmiller) discloses updated portfolio positions in 13F filing: New CPNG OSCR ABCL positions
Highlights from 2021 Q3 filing as compared to Q2 2021:
- New positions in: CPNG (~15.51 mln shares), OSCR (~0.99 mln), ABCL (~0.66 mln), PRCT (~0.6 mln), LYV (~0.43 mln), STNE (~0.38 mln), CCCS (~0.28 mln), CRBU (~0.27 mln), RXRX (~0.26 mln)
- Increased positions in: DISH (to ~0.55 mln shares from ~0.11 mln shares), EXPE (to ~0.91 mln from ~0.51 mln), FTCH (to ~0.63 mln from ~0.29 mln), OPCH (to ~1.03 mln from ~0.74 mln), RETA (to ~0.7 mln from ~0.64 mln) COUP (to ~0.14 mln from ~0.11 mln), GOOGL (to ~0.12 mln from ~0.09 mln)
- Closed positions in: USFD (from ~0.89 mln shares), ON (from ~0.71 mln), BLDR (from ~0.57 mln), GM (from ~0.57 mln), MOS (from ~0.16 mln), CMI (from ~0.32 mln), V (from ~0.18 mln), NFLX (from ~0.17 mln), MA (from ~0.13 mln)
- Decreased positions in: PLTR (to ~1.63 mln shares from ~4.01 mln shares), MSFT (to ~0.78 mln from ~1.51 mln), FCX (to ~4.84 mln from ~5.47 mln), PENN (to ~0.42 mln from ~0.9 mln), KBR (to ~0.87 mln from ~1.33 mln), TMUS (to ~0.86 mln from ~1.29 mln), SMAR (to ~0.06 mln from ~0.5 mln), SBUX (to ~2.11 mln from ~2.31 mln), FLEX (to ~1.53 mln from ~1.71 mln), FB (to ~0.11 mln from ~0.27 mln)