Duquesne Family Office Q2 2019

Duquesne Family Office holdings Q2 2019
Name ValueChangeSharesChangeWeightingChange
Microsoft Corp$700,101
14.79%
5,226,193
1.07%
20.78%
17.51%
Amazon Com Inc$237,702
17.38%
125,527
10.39%
7.06%
20.16%
Netflix Inc$196,208
1.93%
534,160
-1.06%
5.82%
4.34%
Alibaba Group Hldg Ltdsponsored ads$175,956
3.84%
1,038,393
11.80%
5.22%
6.29%
Adobe Inc$152,031
-10.89%
515,971
-19.41%
4.51%
-8.78%
Uber Technologies IncNew $124,7552,689,8403.70%
Mercadolibre Inc$119,242
28.11%
194,913
6.32%
3.54%
31.14%
Ishares Trmsci emg mkt etf$103,435
-65.74%
2,410,500
-65.73%
3.07%
-64.93%
Workday Inccl a$101,513
0.34%
493,787
-5.87%
3.01%
2.71%
Home Depot Inc$94,398
27.02%
453,900
17.20%
2.80%
30.02%
Coupa Software Inc$87,779
20.20%
693,306
-13.63%
2.61%
23.04%
Activision Blizzard Inc$82,320
65.70%
1,744,075
59.84%
2.44%
69.62%
Abbott Labs$77,061
-33.07%
916,300
-36.38%
2.29%
-31.48%
Snap Inccl a$74,855
447.71%
5,234,631
322.08%
2.22%
460.67%
Salesforce Com IncNew $73,149482,1032.17%
Pg&E CorpNew $69,9363,051,3002.08%
General Electric Co$65,002
4.26%
6,190,650
-0.81%
1.93%
6.72%
Illumina Inc$62,880
17.80%
170,800
-0.58%
1.87%
20.59%
Barrick Gold CorporationNew $62,7663,980,1001.86%
Mastercard Inccl a$61,900
10.32%
234,000
-1.80%
1.84%
12.93%
Fidelity Natl Information Sv$60,510
37.24%
493,237
26.52%
1.80%
40.49%
Visa Inc$59,823
9.15%
344,700
-1.77%
1.78%
11.74%
T Mobile Us Inc$56,762
-57.12%
765,600
-60.04%
1.68%
-56.11%
Servicenow Inc$55,073
64.87%
200,580
48.01%
1.63%
68.78%
Paypal Hldgs Inc$55,067
-34.35%
481,100
-40.44%
1.63%
-32.79%
Sea Ltdsponsored ads$53,149
10551.10%
1,599,905
7446.72%
1.58%
10803.18%
Jd Com Incspon adr cl aNew $39,3531,299,2131.17%
Merck & Co Inc$39,175
76.88%
467,200
75.44%
1.16%
81.06%
Intelsat S ANew $26,5411,364,5700.79%
Marathon Pete Corp$22,916
-29.23%
410,100
-24.20%
0.68%
-27.55%
Agnico Eagle Mines LtdNew $21,490419,4000.64%
Square Inccl aNew $21,312293,8380.63%
Incyte Corp$17,196
-1.20%
202,4000.00%0.51%
1.14%
New Fortress Energy Llc Cl A Shs Rpllc$14,052
0.26%
1,200,0000.00%0.42%
2.63%
Ihs Markit Ltd$11,974
-9.94%
188,000
-23.11%
0.36%
-7.81%
Cabot Oil & Gas Corp$9,081
-12.03%
395,5000.00%0.27%
-9.95%
Micron Technology Inc$8,899
-55.17%
230,613
-51.99%
0.26%
-54.11%
Palo Alto Networks IncNew $8,29340,7000.25%
Facebook Inccl a$6,744
-34.39%
34,941
-43.34%
0.20%
-32.84%
Jd Com Inc (PUT)spon adr cl aNew $6,058200,0000.18%
Docusign Inc$5,652
-67.10%
113,700
-65.69%
0.17%
-66.32%
Fleetcor Technologies Inc$4,960
37.74%
17,660
20.92%
0.15%
41.00%
Cheniere Energy Inc$4,691
-88.77%
68,530
-88.79%
0.14%
-88.51%
Realpage Inc$4,399
23.50%
74,750
27.36%
0.13%
26.42%
Autodesk Inc$3,871
-20.63%
23,762
-24.08%
0.11%
-18.75%
Eagle Materials Inc$3,722
43.82%
40,150
30.78%
0.11%
47.22%
Fox CorpNew $3,10284,6550.09%
Zendesk IncNew $3,03634,1020.09%
Alteryx IncNew $2,44122,3730.07%
Spotify Technology S A$2,042
-90.78%
13,967
-91.24%
0.06%
-90.56%
Sony Corpsponsored adrNew $2,02638,6700.06%
Twilio Inccl a$1,996
-50.92%
14,640
-53.49%
0.06%
-49.76%
Wayfair Inccl aNew $1,82612,5050.05%
Smartsheet IncNew $1,77836,7400.05%
Nxp Semiconductors N VNew $1,53515,7250.05%
Veeva Sys IncNew $1,4268,7950.04%
Atlassian Corp Plccl a$1,313
-75.00%
10,035
-78.54%
0.04%
-74.41%
Zillow Group Inccl c cap stkNew $1,07623,2000.03%
Qorvo IncNew $77811,6750.02%
Sailpoint Technlgies Hldgs I$679
-30.22%
33,8700.00%0.02%
-28.56%
Sprint Corporation$438
-95.00%
66,610
-95.70%
0.01%
-94.88%
Canada Goose Holdings IncSold $0-9,550-0.01%
Qualcomm IncSold $0-948,100-1.57%
Hologic IncSold $0-336,700-0.47%
Analog Devices IncSold $0-222,625-0.68%
Southwestern Energy CoSold $0-2,257,700-0.31%
Xilinx IncSold $0-224,000-0.82%
Range Res CorpSold $0-844,500-0.28%
Tableau Software Inccl aSold $0-183,405-0.68%
Worldpay Inccl aSold $0-10,120-0.03%
Nokia Corpsponsored adrSold $0-731,000-0.12%
Ac Immune SaSold $0-1,324,935-0.19%
Carbon Black IncSold $0-105,525-0.04%
Agilent Technologies IncSold $0-478,800-1.12%
Post Hldgs IncSold $0-204,000-0.65%
Ishares Trnasdaq biotechSold $0-791,200-2.56%
Intuitive Surgical IncSold $0-131,100-2.17%
Okta Inccl aSold $0-25,807-0.06%
Alphabet Inccap stk cl aSold $0-73,069-2.49%
Splunk IncSold $0-115,500-0.42%
Bottomline Tech Del IncSold $0-10,200-0.01%
Portfolio Information
QuarterQ2 2019
Total value$3,369,244,000
Holdings61
Managers
Stanley Druckenmiller
Quarters
2019-06-30
$3,369,244
2019-03-31
$3,448,984
2018-12-31
$1,727,268
2018-09-30
$2,103,899
2018-06-30
$2,071,613
2018-03-31
$1,809,839
2017-12-31
$1,983,817
2017-09-30
$2,198,529
2017-06-30
$1,866,355
2017-03-31
$1,524,325
2016-12-31
$1,026,024
2016-09-30
$1,130,839
2016-06-30
$870,673
2016-03-31
$1,338,604
2015-12-31
$977,134
2015-09-30
$1,176,216
2015-06-30
$1,484,044
2015-03-31
$786,985
2014-12-31
$1,019,993
2014-09-30
$815,238
2014-06-30
$1,401,301
2014-03-31
$886,224
2013-12-31
$1,500,835
2013-09-30
$845,608
2013-06-30
$1,347,528
SEC Filings