Stanley Druckenmiller - Duquesne Family Office Llc 13F Activity & Position Changes (Q2 2024)

According to the SEC 13F filed on Aug 14, 2024, the Duquesne Family Office Llc portfolio showed several notable changes in holdings as of quarter-end Jun 30, 2024. 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 2024, the filing reported:

New Buys - Adobe Inc., Builders FirstSource, Inc., Camden Property Trust, EQT Corporation, Flutter Entertainment, and 13 more

Increases - Global X MSCI Argentina ETF, Barclays PLC, Banco Macro S.A., Coherent Corp., Daktronics, Inc., and 8 more

Reductions - Apple Inc., Arista Networks, Inc., Cinemark Holdings Inc Cinemark , Coupang, Inc., Discover Financial Services, and 9 more

Complete Exits - Citigroup, Inc., Cabaletta Bio, Inc., Cameco Corporation, Constellation Energy Corporatio, Capital One Financial Corporati, and 20 more

These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.

Date	Symbol	Name	Type	Change Qty	% Change	Value	Remaining
Q2 2024	AAPL Apple Inc.	Apple Inc.	Sell	-90,300	-78.7%	$5.14K	24,400
Q2 2024	ADBE Adobe Inc.	Adobe Inc.	Buy - Position Entry	+36,685	-	$20.38K	36,685
Q2 2024	ANET Arista Networks, Inc.	Arista Networks, Inc.	Sell	-375,977	-87.8%	$18.32K	52,275
Q2 2024	ARGT Global X MSCI Argentina ETF	Global X MSCI Argentina ETF	Buy	+88,100	+45.4%	$16.02K	282,000
Q2 2024	BCS Barclays PLC	Barclays PLC	Buy	+1,024,100	+97.4%	$22.23K	2,075,455
Q2 2024	BLDR Builders FirstSource, Inc.	Builders FirstSource, Inc.	Buy - Position Entry	+29,385	-	$4.07K	29,385
Q2 2024	BMA Banco Macro S.A.	Banco Macro S.A.	Buy	+64,400	+30.9%	$15.66K	273,130
Q2 2024	C Citigroup, Inc.	Citigroup, Inc.	Sell - Position Exit	-400,345	-100.0%	$0.00	-
Q2 2024	CABA Cabaletta Bio, Inc.	Cabaletta Bio, Inc.	Sell - Position Exit	-417,000	-100.0%	$0.00	-
Q2 2024	CCJ Cameco Corporation	Cameco Corporation	Sell - Position Exit	-848,710	-100.0%	$0.00	-
Q2 2024	CEG Constellation Energy Corporatio	Constellation Energy Corporatio	Sell - Position Exit	-39,081	-100.0%	$0.00	-
Q2 2024	CNK Cinemark Holdings Inc Cinemark	Cinemark Holdings Inc Cinemark	Sell	-677,843	-62.8%	$8.66K	400,792
Q2 2024	COF Capital One Financial Corporati	Capital One Financial Corporati	Sell - Position Exit	-108,495	-100.0%	$0.00	-
Q2 2024	COHR Coherent Corp.	Coherent Corp.	Buy	+1,064,470	+42.2%	$260.10K	3,589,540
Q2 2024	CPNG Coupang, Inc.	Coupang, Inc.	Sell	-11,488,710	-51.2%	$229.84K	10,971,140
Q2 2024	CPT Camden Property Trust	Camden Property Trust	Buy - Position Entry	+577,915	-	$63.06K	577,915
Q2 2024	DAKT Daktronics, Inc.	Daktronics, Inc.	Buy	+420,161	+20.3%	$34.79K	2,493,605
Q2 2024	DFS Discover Financial Services	Discover Financial Services	Sell	-477,950	-74.1%	$21.88K	167,255
Q2 2024	EQT EQT Corporation	EQT Corporation	Buy - Position Entry	+121,000	-	$4.47K	121,000
Q2 2024	ETN Eaton	Eaton	Sell - Position Exit	-1,090	-100.0%	$0.00	-
Q2 2024	FCX Freeport-McMoRan, Inc.	Freeport-McMoRan, Inc.	Sell	-225,740	-16.4%	$56.04K	1,153,135
Q2 2024	FLEX Flex	Flex	Sell	-2,414,000	-62.5%	$42.74K	1,449,155
Q2 2024	FLUT Flutter Entertainment	Flutter Entertainment	Buy - Position Entry	+335,076	-	$61.17K	335,076
Q2 2024	GE GE Aerospace	GE Aerospace	Sell - Position Exit	-853,095	-100.0%	$0.00	-
Q2 2024	GEV GE Vernova Inc.	GE Vernova Inc.	Buy - Position Entry	+297,068	-	$50.95K	297,068
Q2 2024	GGAL Grupo Financiero Galicia S.A.	Grupo Financiero Galicia S.A.	Buy	+153,900	+47.8%	$14.54K	475,763
Q2 2024	GPCR Structure Therapeutics Inc.	Structure Therapeutics Inc.	Buy - Position Entry	+37,700	-	$1.48K	37,700
Q2 2024	INSM Insmed Incorporated	Insmed Incorporated	Buy - Position Entry	+20,000	-	$1.34K	20,000
Q2 2024	IVVD Invivyd, Inc.	Invivyd, Inc.	Buy - Position Entry	+571,425	-	$629.00	571,425
Q2 2024	KBR KBR, Inc.	KBR, Inc.	Sell - Position Exit	-981,425	-100.0%	$0.00	-

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