Duquesne (Stanley Druckenmiller) discloses updated portfolio positions in 13F filing: New IOT DDOG LLY positions
Highlights from 2022 Q2 filing as compared to Q1 2022:
- New positions in: IOT (~0.4 mln shares), DDOG (~0.3 mln), LLY (~0.3 mln), EIX (~0.29 mln), EQT (~0.26 mln), CRWD (~0.23 mln), MRNA (~0.21 mln), WLK (~0.15 mln)
- Increased positions in: PLTR (to ~4.26 mln shares from ~3.34 mln shares), AR (to ~1.02 mln from ~0.49 mln), KBR (to ~1.3 mln from ~1.2 mln), PSX (to ~0.12 mln from ~0.11 mln)
- Maintained positions in: CPNG (~19.43 mln shares)
- Closed positions in: AMZN, OPCH (from ~0.86 mln), NYT (from ~0.41 mln), FLEX (from ~0.24 mln), SNAP (from ~0.24 mln), RUN (from ~0.18 mln), PNC (from ~0.17 mln), ZEN (from ~0.17 mln)
- Decreased positions in: FCX (to ~3.23 mln shares from ~4.84 mln shares), PRCT (to ~0.04 mln from ~1.13 mln), SMAR (to ~0.15 mln from ~0.96 mln), GLBE (to ~0.02 mln from ~0.58 mln), CTRA (to ~1.39 mln from ~1.78 mln), CVE (to ~1.07 mln from ~1.44 mln), MSFT (to ~0.74 mln from ~1.02 mln), TMUS (to ~0.68 mln from ~0.89 mln), WSC (to ~1.77 mln from ~1.93 mln), CVX (to ~0.83 mln from ~0.96 mln)