Stanley Druckenmiller - Duquesne Family Office Llc 13F Activity & Position Changes (Q4 2024)

According to the SEC 13F filed on Feb 14, 2025, the Duquesne Family Office Llc portfolio showed several notable changes in holdings as of quarter-end Dec 31, 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 Q4 2024, the filing reported:

New Buys - American Airlines Group, Inc., Amazon.com, Inc., Brookfield Corporation, BWX Technologies, Inc., Delta Air Lines, Inc., and 16 more

Increases - Global X MSCI Argentina ETF, Arm Holdings plc, Barclays PLC, Banco Macro S.A., Daktronics, Inc., and 18 more

Reductions - Citigroup, Inc., Coherent Corp., Coupang, Inc., Crinetics Pharmaceuticals, Inc., Discover Financial Services, and 10 more

Complete Exits - Adobe Inc., Autodesk, Inc., Broadcom Inc., Bicycle Therapeutics plc, Chubb Limited, and 13 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 2024	AAL American Airlines Group, Inc.	American Airlines Group, Inc.	Buy - Position Entry	+919,928	-	$16.03K	919,928
Q4 2024	ADBE Adobe Inc.	Adobe Inc.	Sell - Position Exit	-34,495	-100.0%	$0.00	-
Q4 2024	ADSK Autodesk, Inc.	Autodesk, Inc.	Sell - Position Exit	-36,400	-100.0%	$0.00	-
Q4 2024	AMZN Amazon.com, Inc.	Amazon.com, Inc.	Buy - Position Entry	+328,400	-	$72.05K	328,400
Q4 2024	ARGT Global X MSCI Argentina ETF	Global X MSCI Argentina ETF	Buy	+266,800	+94.6%	$45.37K	548,800
Q4 2024	ARM Arm Holdings plc	Arm Holdings plc	Buy	+156,784	+725.5%	$22.01K	178,394
Q4 2024	AVGO Broadcom Inc.	Broadcom Inc.	Sell - Position Exit	-239,980	-100.0%	$0.00	-
Q4 2024	BCS Barclays PLC	Barclays PLC	Buy	+1,179,100	+58.7%	$42.35K	3,186,855
Q4 2024	BCYC Bicycle Therapeutics plc	Bicycle Therapeutics plc	Sell - Position Exit	-190,200	-100.0%	$0.00	-
Q4 2024	BMA Banco Macro S.A.	Banco Macro S.A.	Buy	+61,300	+14.5%	$46.97K	485,430
Q4 2024	BN Brookfield Corporation	Brookfield Corporation	Buy - Position Entry	+610,225	-	$35.06K	610,225
Q4 2024	BWXT BWX Technologies, Inc.	BWX Technologies, Inc.	Buy - Position Entry	+299,171	-	$33.33K	299,171
Q4 2024	C Citigroup, Inc.	Citigroup, Inc.	Sell	-254,745	-77.8%	$5.11K	72,655
Q4 2024	CB Chubb Limited	Chubb Limited	Sell - Position Exit	-34,800	-100.0%	$0.00	-
Q4 2024	CFG Citizens Financial Group, Inc.	Citizens Financial Group, Inc.	Sell - Position Exit	-238,600	-100.0%	$0.00	-
Q4 2024	CNM Core & Main, Inc.	Core & Main, Inc.	Sell - Position Exit	-475,195	-100.0%	$0.00	-
Q4 2024	COHR Coherent Corp.	Coherent Corp.	Sell	-157,600	-5.3%	$267.23K	2,820,930
Q4 2024	CPNG Coupang, Inc.	Coupang, Inc.	Sell	-2,793,443	-23.9%	$195.68K	8,902,649
Q4 2024	CPT Camden Property Trust	Camden Property Trust	Sell - Position Exit	-290,915	-100.0%	$0.00	-
Q4 2024	CRH CRH	CRH	Sell - Position Exit	-162,500	-100.0%	$0.00	-
Q4 2024	CRNX Crinetics Pharmaceuticals, Inc.	Crinetics Pharmaceuticals, Inc.	Sell	-186,300	-60.3%	$6.27K	122,700
Q4 2024	DAKT Daktronics, Inc.	Daktronics, Inc.	Buy	+56,750	+2.2%	$44.26K	2,625,105
Q4 2024	DAL Delta Air Lines, Inc.	Delta Air Lines, Inc.	Buy - Position Entry	+817,740	-	$49.47K	817,740
Q4 2024	DFS Discover Financial Services	Discover Financial Services	Sell	-137,895	-48.4%	$25.46K	146,970
Q4 2024	ELF e.l.f. Beauty, Inc.	e.l.f. Beauty, Inc.	Buy - Position Entry	+37,300	-	$4.68K	37,300
Q4 2024	FCX Freeport-McMoRan, Inc.	Freeport-McMoRan, Inc.	Sell	-618,030	-44.9%	$28.90K	758,905
Q4 2024	FLUT Flutter Entertainment	Flutter Entertainment	Sell	-242,853	-93.1%	$4.68K	18,100
Q4 2024	G65163100 Joby Aviation	Joby Aviation	Buy	+8,997	+40.0%	$256.00	31,489
Q4 2024	G6683N103 Nu Holdings	Nu Holdings	Buy - Position Entry	+467,255	-	$4.84K	467,255
Q4 2024	GEV GE Vernova Inc.	GE Vernova Inc.	Buy	+70,500	+241.0%	$32.81K	99,750

Page 1 of 3