Stanley Druckenmiller - Duquesne Family Office Llc 13F Activity & Position Changes (Q4 2021)

According to the SEC 13F filed on Feb 14, 2022, the Duquesne Family Office Llc portfolio showed several notable changes in holdings as of quarter-end Dec 31, 2021. 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 Q4 2021, the filing reported:

New Buys - British American Tobacco Indus, Compass, Inc., Chevron Corporation, Guidewire Software, Inc., Samsara Inc., and 8 more

Increases - Coupang, Inc., Carvana Co., Flex, KBR, Inc., Microsoft Corporation, and 4 more

Reductions - Airbnb, Inc., Amazon.com, Inc., Booking Holdings Inc. Common St, Expedia Group, Inc., Fastly, Inc., and 5 more

Complete Exits - Beyond, Inc., CF Industries Holdings, Inc., Confluent, Inc., Liberty Media Corp Formula One Group, Intuit Inc., and 7 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
Q4 2021	ABNB Airbnb, Inc.	Airbnb, Inc.	Sell	-4,490	-0.9%	$82.72K	496,861
Q4 2021	AMZN Amazon.com, Inc.	Amazon.com, Inc.	Sell	-40,684	-41.7%	$189.66K	56,882
Q4 2021	BKNG Booking Holdings Inc. Common St	Booking Holdings Inc. Common St	Sell	-612	-1.4%	$102.97K	42,917
Q4 2021	BTI British American Tobacco Indus	British American Tobacco Indus	Buy - Position Entry	+132,550	-	$4.96K	132,550
Q4 2021	BYON Beyond, Inc.	Beyond, Inc.	Sell - Position Exit	-49,650	-100.0%	$0.00	-
Q4 2021	CF CF Industries Holdings, Inc.	CF Industries Holdings, Inc.	Sell - Position Exit	-47,000	-100.0%	$0.00	-
Q4 2021	CFLT Confluent, Inc.	Confluent, Inc.	Sell - Position Exit	-140,300	-100.0%	$0.00	-
Q4 2021	COMP Compass, Inc.	Compass, Inc.	Buy - Position Entry	+399,100	-	$3.63K	399,100
Q4 2021	CPNG Coupang, Inc.	Coupang, Inc.	Buy	+2,257,428	+14.6%	$521.89K	17,763,525
Q4 2021	CVNA Carvana Co.	Carvana Co.	Buy	+384,890	+280.5%	$121.02K	522,127
Q4 2021	CVX Chevron Corporation	Chevron Corporation	Buy - Position Entry	+824,440	-	$96.75K	824,440
Q4 2021	EXPE Expedia Group, Inc.	Expedia Group, Inc.	Sell	-760,212	-83.1%	$27.84K	154,070
Q4 2021	FLEX Flex	Flex	Buy	+1,003,289	+65.4%	$46.51K	2,537,199
Q4 2021	FSLY Fastly, Inc.	Fastly, Inc.	Sell	-127,010	-49.3%	$4.63K	130,685
Q4 2021	FWONK Liberty Media Corp Formula One Group	Liberty Media Corp Formula One Group	Sell - Position Exit	-485,800	-100.0%	$0.00	-
Q4 2021	GOOGL Alphabet Inc.	Alphabet Inc.	Sell	-22,580	-19.3%	$273.52K	94,414
Q4 2021	GWRE Guidewire Software, Inc.	Guidewire Software, Inc.	Buy - Position Entry	+88,250	-	$10.02K	88,250
Q4 2021	INTU Intuit Inc.	Intuit Inc.	Sell - Position Exit	-87,149	-100.0%	$0.00	-
Q4 2021	IOT Samsara Inc.	Samsara Inc.	Buy - Position Entry	+272,700	-	$7.67K	272,700
Q4 2021	IR Ingersoll Rand Inc.	Ingersoll Rand Inc.	Buy - Position Entry	+333,295	-	$20.62K	333,295
Q4 2021	KBR KBR, Inc.	KBR, Inc.	Buy	+170,830	+19.7%	$49.35K	1,036,426
Q4 2021	LMT Lockheed Martin Corporation	Lockheed Martin Corporation	Buy - Position Entry	+14,450	-	$5.14K	14,450
Q4 2021	LYV Live Nation Entertainment, Inc.	Live Nation Entertainment, Inc.	Sell	-183,160	-42.8%	$29.27K	244,590
Q4 2021	META Meta Platforms, Inc.	Meta Platforms, Inc.	Sell - Position Exit	-105,883	-100.0%	$0.00	-
Q4 2021	MRNA Moderna, Inc.	Moderna, Inc.	Sell - Position Exit	-85,971	-100.0%	$0.00	-
Q4 2021	MSFT Microsoft Corporation	Microsoft Corporation	Buy	+22,801	+2.9%	$269.22K	800,490
Q4 2021	NKTR Nektar Therapeutics	Nektar Therapeutics	Sell - Position Exit	-1,000,000	-100.0%	$0.00	-
Q4 2021	OLLI Ollie's Bargain Outlet Holdings	Ollie's Bargain Outlet Holdings	Buy - Position Entry	+158,200	-	$8.10K	158,200
Q4 2021	OMF OneMain Holdings, Inc.	OneMain Holdings, Inc.	Sell - Position Exit	-83,750	-100.0%	$0.00	-
Q4 2021	OPCH Option Care Health, Inc.	Option Care Health, Inc.	Buy	+157,951	+15.3%	$33.87K	1,190,938

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