Duquesne (Stanley Druckenmiller) discloses updated portfolio positions in 13F filing: New NUAN EXPE positions, Exited WFC DAL HD DKNG MAR
Highlights from 2020 Q3 filing as compared to Q2 2020:
- New positions in: NUAN (~2.91 mln shares), GDX (~1.81 mln), EXPE (~0.32 mln), UBER (~0.27 mln), NET (~0.26 mln), NEE (~0.22 mln), SNE (~0.17 mln), ADI (~0.13 mln), QCOM (~0.08 mln), PANW (~0.08 mln)
- Increased positions in: MSFT (to ~2.65 mln shares from ~1.8 mln shares), PENN (to ~1.89 mln from ~1.05 mln), GOLD (to ~4.85 mln from ~4.27 mln), SBUX (to ~1.46 mln from ~0.91 mln), TMUS (to ~1.99 mln from ~1.57 mln), VZ (to ~0.57 mln from ~0.16 mln), SYF (to ~0.88 mln from ~0.7 mln) FIS (to ~0.32 mln from ~0.17 mln), WEN (to ~1.17 mln from ~1.03 mln), BABA (to ~0.55 mln from ~0.43 mln)
- Maintained positions in: FCX (~6.32 mln shares), JD (~1.52 mln shares), SE (~0.98 mln shares), RETA (~0.54 mln shares), ALNY (~0.37 mln shares), AMZN (~0.09 mln shares)
- Closed positions in: WFC (from ~1.55 mln shares), INSM (from ~1.23 mln), F (from ~0.5 mln), DAL (from ~0.33 mln), HD (from ~0.31 mln), CB (from ~0.28 mln), DKNG (from ~0.28 mln), MAR (from ~0.25 mln), PLAN (from ~0.21 mln), ATVI (from ~0.21 mln), OMF (from ~0.21 mln), BNTX (from ~0.2 mln), CRWD (from ~0.19 mln), SRPT (from ~0.17 mln), NXTC (from ~0.14 mln), ZBH (from ~0.12 mln), KMX (from ~0.06 mln), BILL (from ~0.06 mln)
- Decreased positions in: JPM (to ~0.1 mln shares from ~1.61 mln shares), CCL (to ~2 mln from ~2.8 mln), PYPL (to ~0.14 mln from ~0.77 mln), WDAY (to ~0.24 mln from ~0.7 mln), LYV (to ~0.49 mln from ~0.83 mln), FSLY (to ~0.18 mln from ~0.3 mln), GOOGL (to ~0.04 mln from ~0.09 mln), NFLX (to ~0.28 mln from ~0.31 mln), FB (to ~0.21 mln from ~0.23 mln), BKNG (to ~0.02 mln from ~0.04 mln)