Stanley Druckenmiller - Duquesne Family Office Llc 13F Activity & Position Changes (Q2 2022)
According to the SEC 13F filed on Aug 15, 2022, the Duquesne Family Office Llc portfolio showed several notable changes in holdings as of quarter-end Jun 30, 2022. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.
During Q2 2022, the filing reported:
New Buys - CrowdStrike Holdings, Inc., Datadog, Inc., Edison International, EQT Corporation, Samsara Inc., and 4 more
Reductions - Booking Holdings Inc. Common St, Coterra Energy Inc., Cenovus Energy Inc, Chevron Corporation, Freeport-McMoRan, Inc., and 7 more
Complete Exits - Alnylam Pharmaceuticals, Inc., Amazon.com, Inc., British American Tobacco Indus, iShares Inc iShares MSCI Brazil, Expedia Group, Inc., and 9 more
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
| Date | Symbol | Type | Change Qty |
|---|---|---|---|
|
Q2 2022
|
ALNY
Alnylam Pharmaceuticals, Inc.
|
Sell - Position Exit |
-63,945
|
|
Q2 2022
|
AMZN
Amazon.com, Inc.
|
Sell - Position Exit |
-60,997
|
|
Q2 2022
|
AR
Antero Resources Corporation
|
Buy |
+526,735
|
|
Q2 2022
|
BKNG
Booking Holdings Inc. Common St
|
Sell |
-7,030
|
|
Q2 2022
|
BTI
British American Tobacco Indus
|
Sell - Position Exit |
-120,950
|
|
Q2 2022
|
CRWD
CrowdStrike Holdings, Inc.
|
Buy - Position Entry |
+229,600
|
|
Q2 2022
|
CTRA
Coterra Energy Inc.
|
Sell |
-388,584
|
|
Q2 2022
|
CVE
Cenovus Energy Inc
|
Sell |
-369,030
|
|
Q2 2022
|
CVX
Chevron Corporation
|
Sell |
-134,445
|
|
Q2 2022
|
DDOG
Datadog, Inc.
|
Buy - Position Entry |
+298,040
|
|
Q2 2022
|
EIX
Edison International
|
Buy - Position Entry |
+287,600
|
|
Q2 2022
|
EQT
EQT Corporation
|
Buy - Position Entry |
+259,055
|
|
Q2 2022
|
EWZ
iShares Inc iShares MSCI Brazil
|
Sell - Position Exit |
-144,565
|
|
Q2 2022
|
EXPE
Expedia Group, Inc.
|
Sell - Position Exit |
-56,565
|
|
Q2 2022
|
FCX
Freeport-McMoRan, Inc.
|
Sell |
-1,604,982
|
|
Q2 2022
|
FLEX
Flex
|
Sell - Position Exit |
-240,666
|
|
Q2 2022
|
IOT
Samsara Inc.
|
Buy - Position Entry |
+400,900
|
|
Q2 2022
|
KBR
KBR, Inc.
|
Buy |
+102,100
|
|
Q2 2022
|
LLY
Eli Lilly and Company
|
Buy - Position Entry |
+297,150
|
|
Q2 2022
|
MOS
Mosaic Company (The)
|
Sell - Position Exit |
-143,825
|
|
Q2 2022
|
MRNA
Moderna, Inc.
|
Buy - Position Entry |
+207,680
|
|
Q2 2022
|
MSFT
Microsoft Corporation
|
Sell |
-279,520
|
|
Q2 2022
|
NFLX
Netflix, Inc.
|
Sell - Position Exit |
-26,240
|
|
Q2 2022
|
NYT
New York Times Company (The)
|
Sell - Position Exit |
-409,325
|
|
Q2 2022
|
OPCH
Option Care Health, Inc.
|
Sell - Position Exit |
-863,148
|
|
Q2 2022
|
PANW
Palo Alto Networks, Inc.
|
Buy - Position Entry |
+51,400
|
|
Q2 2022
|
PLTR
Palantir Technologies Inc.
|
Buy |
+914,875
|
|
Q2 2022
|
PNC
PNC Financial Services Group, I
|
Sell - Position Exit |
-168,726
|
|
Q2 2022
|
PRCT
PROCEPT BioRobotics Corporation
|
Sell |
-1,088,775
|
|
Q2 2022
|
PSX
Phillips 66
|
Buy |
+6,045
|
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