Duquesne (Stanley Druckenmiller) discloses updated portfolio positions in 13F filing: New CTRA CVE GLBE positions, Exited CVNA ABNB SBUX IR
Highlights from 2022 Q1 filing as compared to Q4 2021:
- New positions in: CTRA (~1.78 mln shares), CVE (~1.44 mln), GLBE (~0.58 mln), AR (~0.49 mln), NYT (~0.41 mln), PLAN (~0.21 mln), PNC (~0.17 mln), ZEN (~0.17 mln)
- Increased positions in: PLTR (to ~3.34 mln shares from ~1.63 mln shares), CPNG (to ~19.43 mln from ~17.76 mln), SMAR (to ~0.96 mln from ~0.39 mln), WSC (to ~1.93 mln from ~1.5 mln), MSFT (to ~1.02 mln from ~0.8 mln), KBR (to ~1.2 mln from ~1.04 mln), CVX (to ~0.96 mln from ~0.82 mln) TMUS (to ~0.89 mln from ~0.8 mln), RXRX (to ~0.27 mln from ~0.26 mln), AMZN (to ~0.06 mln from ~0.06 mln)
- Maintained positions in: FCX (~4.84 mln shares
- Closed positions in: CVNA (from ~0.52 mln shares), ABNB (from ~0.5 mln), SBUX (from ~0.36 mln), IR (from ~0.33 mln), IOT (from ~0.27 mln), LYV (from ~0.24 mln), PANW (from ~0.23 mln), TASK (from ~0.18 mln)
- Decreased positions in: FLEX (to ~0.24 mln shares from ~2.54 mln shares), SNAP (to ~0.24 mln from ~1.44 mln), PRCT (to ~1.13 mln from ~1.66 mln), DISH (to ~0.11 mln from ~0.57 mln), RETA (to ~0.06 mln from ~0.41 mln), OPCH (to ~0.86 mln from ~1.19 mln), EXPE (to ~0.06 mln from ~0.15 mln), SE (to ~0.05 mln from ~0.1 mln), BKNG (to ~0.01 mln from ~0.04 mln), BTI (to ~0.12 mln from ~0.13 mln)