Duquesne (Stanley Druckenmiller) discloses updated portfolio positions in 13F filing: New WULF SWTX PM positions
Highlights from Q2 2024 filing as compared to Q1 2024 (all amounts are approximate):
- New positions in: WULF (2.09 mln shares), SWTX (1.02 mln), PM (0.89 mln), MAA (0.64 mln), YPF (0.64 mln), CPT (0.58 mln), IVVD (0.57 mln), FLUT (0.34 mln), GEV (0.3 mln), EQT (0.12 mln), LYV (103K shares), TPX (103K shares), SE (67K shares), GPCR (38K shares), ADBE (37K shares), MELI (36K shares), BLDR (29K shares), INSM (20K shares)
- Increased positions in: KMI (to 6.75 mln shares from 3.88 mln shares), OPCH (to 1.87 mln from 0.69 mln), COHR (to 3.59 mln from 2.53 mln), BCS (to 2.08 mln from 1.05 mln), DAKT (to 2.49 mln from 2.07 mln), STX (to 1.76 mln from 1.44 mln), GGAL (to 0.48 mln from 0.32 mln), TLSI (to 0.43 mln from 0.32 mln), ARGT (to 0.28 mln from 0.19 mln)
- Maintained positions in: ZI (5.88 mln shares), VST (2.63 mln shares), NTRA (1.97 mln shares), WWD (0.95 mln shares)
- Closed positions in: KEY (from 1.66 mln shares), VRT (from 1 mln), SANA (from 0.98 mln), KBR (from 0.98 mln), GE (from 0.85 mln), CCJ (from 0.85 mln), MRVL (from 0.82 mln), NXE (from 0.71 mln), STLA (from 0.59 mln), CABA (from 0.42 mln)
- Decreased positions in: CPNG (to 10.97 mln shares from 22.46 mln shares), TECK (to 1.45 mln from 4.55 mln), NWSA (to 0.68 mln from 3.31 mln), FLEX (to 1.45 mln from 3.86 mln), NVDA (to 0.21 mln from 1.76 mln), MSFT (to 0.4 mln from 1.11 mln), CNK (to 0.4 mln from 1.08 mln), DFS (to 0.17 mln from 0.65 mln)