Duquesne (Stanley Druckenmiller) discloses updated portfolio positions in 13F filing: New VRT LW AMZN META positions
Highlights from 2022 Q3 filing as compared to Q3 2022:
- New positions in: VRT (~4.93 mln shares), LW (~0.95 mln), AMZN (~0.91 mln), SE (~0.54 mln), SHOP (~0.49 mln), ENVX (~0.46 mln), NTRA (~0.41 mln), NFE (~0.39 mln), OPCH (~0.31 mln), NET (~0.25 mln), CARR (~0.23 mln), PPG (~0.21 mln), OVV (~0.19 mln), AVTR (~0.19 mln), BLDR (~0.17 mln), META (~0.16 mln), ARCH (~0.15 mln), RUN (~0.14 mln), TXG (~0.12 mln)
- Increased positions in: OPEN (to ~1.54 mln shares from ~0.23 mln shares), RXRX (to ~1.39 mln from ~0.27 mln), KBR (to ~1.82 mln from ~1.3 mln), DDOG (to ~0.79 mln from ~0.3 mln), LLY (to ~0.48 mln from ~0.3 mln) WDAY (to ~0.24 mln from ~0.08 mln), PXD (to ~0.09 mln from ~0.05 mln) TMUS (to ~0.72 mln from ~0.68 mln),
- Maintained positions in: CPNG (~19.43 mln shares), PANW (~0.15 mln)
- Closed positions in: IOT (from ~0.4 mln shares), WLK (from ~0.15 mln), PSX (from ~0.12 mln), ACAD (from ~0.07 mln), PRCT (from ~0.04 mln), GLBE (from ~0.02 mln), BKNG (from ~0.01 mln)
- Decreased positions in: FCX (to ~1.17 mln shares from ~3.23 mln shares), PLTR (to ~2.42 mln from ~4.26 mln), WSC (to ~0.98 mln from ~1.77 mln), AR (to ~0.28 mln from ~1.02 mln), MSFT (to ~0.19 mln from ~0.74 mln), CTRA (to ~1.11 mln from ~1.39 mln), CVE (to ~0.84 mln from ~1.07 mln), MRNA (to ~0.02 mln from ~0.21 mln), CVX (to ~0.69 mln from ~0.83 mln), CRWD (to ~0.15 mln from ~0.23 mln)