Stanley Druckenmiller - Duquesne Family Office Llc 13F Activity & Position Changes (Q3 2024)
According to the SEC 13F filed on Nov 14, 2024, the Duquesne Family Office Llc portfolio showed several notable changes in holdings as of quarter-end Sep 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 Q3 2024, the filing reported:
New Buys - Ameris Bancorp, Autodesk, Inc., Arm Holdings plc, Ascendis Pharma A/S, Broadcom Inc., and 26 more
Increases - Banco Macro S.A., Coupang, Inc., Daktronics, Inc., Discover Financial Services, Freeport-McMoRan, Inc., and 6 more
Complete Exits - Apple Inc., The AES Corporation, Arista Networks, Inc., Booz Allen Hamilton Holding Cor, Builders FirstSource, Inc., and 17 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 2024
|
AAPL
Apple Inc.
|
Sell - Position Exit |
-24,400
|
|
Q3 2024
|
ABCB
Ameris Bancorp
|
Buy - Position Entry |
+154,000
|
|
Q3 2024
|
ADBE
Adobe Inc.
|
Sell |
-2,190
|
|
Q3 2024
|
ADSK
Autodesk, Inc.
|
Buy - Position Entry |
+36,400
|
|
Q3 2024
|
AES
The AES Corporation
|
Sell - Position Exit |
-314,750
|
|
Q3 2024
|
ANET
Arista Networks, Inc.
|
Sell - Position Exit |
-52,275
|
|
Q3 2024
|
ARM
Arm Holdings plc
|
Buy - Position Entry |
+21,610
|
|
Q3 2024
|
ASND
Ascendis Pharma A/S
|
Buy - Position Entry |
+265,040
|
|
Q3 2024
|
AVGO
Broadcom Inc.
|
Buy - Position Entry |
+239,980
|
|
Q3 2024
|
BAH
Booz Allen Hamilton Holding Cor
|
Sell - Position Exit |
-83,841
|
|
Q3 2024
|
BCS
Barclays PLC
|
Sell |
-67,700
|
|
Q3 2024
|
BLDR
Builders FirstSource, Inc.
|
Sell - Position Exit |
-29,385
|
|
Q3 2024
|
BMA
Banco Macro S.A.
|
Buy |
+151,000
|
|
Q3 2024
|
C
Citigroup, Inc.
|
Buy - Position Entry |
+327,400
|
|
Q3 2024
|
CB
Chubb Limited
|
Buy - Position Entry |
+34,800
|
|
Q3 2024
|
CFG
Citizens Financial Group, Inc.
|
Buy - Position Entry |
+238,600
|
|
Q3 2024
|
CNK
Cinemark Holdings Inc Cinemark
|
Sell - Position Exit |
-400,792
|
|
Q3 2024
|
CNM
Core & Main, Inc.
|
Buy - Position Entry |
+475,195
|
|
Q3 2024
|
COHR
Coherent Corp.
|
Sell |
-611,010
|
|
Q3 2024
|
CPNG
Coupang, Inc.
|
Buy |
+724,952
|
|
Q3 2024
|
CPT
Camden Property Trust
|
Sell |
-287,000
|
|
Q3 2024
|
CRH
CRH
|
Buy - Position Entry |
+162,500
|
|
Q3 2024
|
DAKT
Daktronics, Inc.
|
Buy |
+74,750
|
|
Q3 2024
|
DFS
Discover Financial Services
|
Buy |
+117,610
|
|
Q3 2024
|
EQT
EQT Corporation
|
Sell - Position Exit |
-121,000
|
|
Q3 2024
|
FCNCA
First Citizens BancShares, Inc.
|
Buy - Position Entry |
+5,183
|
|
Q3 2024
|
FCX
Freeport-McMoRan, Inc.
|
Buy |
+223,800
|
|
Q3 2024
|
FHN
First Horizon Corporation
|
Buy - Position Entry |
+619,700
|
|
Q3 2024
|
FLEX
Flex
|
Sell |
-1,100,255
|
|
Q3 2024
|
FLUT
Flutter Entertainment
|
Sell |
-74,123
|
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