Stanley Druckenmiller - Duquesne Family Office Llc 13F Activity & Position Changes (Q3 2022)
According to the SEC 13F filed on Nov 14, 2022, the Duquesne Family Office Llc portfolio showed several notable changes in holdings as of quarter-end Sep 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 Q3 2022, the filing reported:
New Buys - Alnylam Pharmaceuticals, Inc., Alpha Metallurgical Resources, , Amazon.com, Inc., Arch Resources, Inc., Avantor, Inc., and 22 more
Increases - Datadog, Inc., KBR, Inc., Eli Lilly and Company, Opendoor Technologies Inc, Palo Alto Networks, Inc., and 5 more
Reductions - Antero Resources Corporation, CrowdStrike Holdings, Inc., Coterra Energy Inc., Cenovus Energy Inc, Chevron Corporation, and 6 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 |
|---|---|---|---|
|
Q3 2022
|
ALNY
Alnylam Pharmaceuticals, Inc.
|
Buy - Position Entry |
+88,910
|
|
Q3 2022
|
AMR
Alpha Metallurgical Resources,
|
Buy - Position Entry |
+136,720
|
|
Q3 2022
|
AMZN
Amazon.com, Inc.
|
Buy - Position Entry |
+906,250
|
|
Q3 2022
|
AR
Antero Resources Corporation
|
Sell |
-736,895
|
|
Q3 2022
|
ARCH
Arch Resources, Inc.
|
Buy - Position Entry |
+147,935
|
|
Q3 2022
|
AVTR
Avantor, Inc.
|
Buy - Position Entry |
+189,695
|
|
Q3 2022
|
BKNG
Booking Holdings Inc. Common St
|
Sell - Position Exit |
-7,748
|
|
Q3 2022
|
BLDR
Builders FirstSource, Inc.
|
Buy - Position Entry |
+169,620
|
|
Q3 2022
|
BTU
Peabody Energy Corporation
|
Buy - Position Entry |
+21,587
|
|
Q3 2022
|
CARR
Carrier Global Corporation
|
Buy - Position Entry |
+229,590
|
|
Q3 2022
|
CEG
Constellation Energy Corporatio
|
Buy - Position Entry |
+88,825
|
|
Q3 2022
|
CRWD
CrowdStrike Holdings, Inc.
|
Sell |
-76,076
|
|
Q3 2022
|
CTRA
Coterra Energy Inc.
|
Sell |
-273,516
|
|
Q3 2022
|
CVE
Cenovus Energy Inc
|
Sell |
-231,500
|
|
Q3 2022
|
CVX
Chevron Corporation
|
Sell |
-140,140
|
|
Q3 2022
|
DDOG
Datadog, Inc.
|
Buy |
+491,135
|
|
Q3 2022
|
ENVX
Enovix Corporation
|
Buy - Position Entry |
+464,400
|
|
Q3 2022
|
EQT
EQT Corporation
|
Sell |
-18,975
|
|
Q3 2022
|
FCX
Freeport-McMoRan, Inc.
|
Sell |
-2,062,050
|
|
Q3 2022
|
FWONK
Liberty Media Corp Formula One Group
|
Buy - Position Entry |
+85,400
|
|
Q3 2022
|
G65163100
Joby Aviation
|
Buy - Position Entry |
+11,246
|
|
Q3 2022
|
IOT
Samsara Inc.
|
Sell - Position Exit |
-400,900
|
|
Q3 2022
|
KBR
KBR, Inc.
|
Buy |
+512,180
|
|
Q3 2022
|
LLY
Eli Lilly and Company
|
Buy |
+187,745
|
|
Q3 2022
|
LW
Lamb Weston Holdings, Inc.
|
Buy - Position Entry |
+946,800
|
|
Q3 2022
|
META
Meta Platforms, Inc.
|
Buy - Position Entry |
+160,360
|
|
Q3 2022
|
MRNA
Moderna, Inc.
|
Sell |
-185,526
|
|
Q3 2022
|
MSFT
Microsoft Corporation
|
Sell |
-547,250
|
|
Q3 2022
|
NEE
NextEra Energy, Inc.
|
Buy - Position Entry |
+93,400
|
|
Q3 2022
|
NET
Cloudflare, Inc.
|
Buy - Position Entry |
+249,305
|
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