- New Purchases: TMUS, HD, GE, MA, V, QCOM, ATVI, FIS, LNG, MPC, XLNX, ADI, DATA, POST, SPOT, MRK, MU, DOCU, INCY, SPLK, NFE, SNAP, INFO, SWN, FB, COG, RRC, S, TEAM, TWLO, NOK, RP, FLT, EXP, CBLK, SAIL, WP, GOOS, SE, EPAY,
- Added Positions: EEM, NFLX, BABA, ADBE, GOOGL, MSFT, MELI, IBB, PYPL, AMZN, A, NOW, ISRG, ABT, ILMN, ADSK,
- Reduced Positions: COUP, ACIU, OKTA,
- Sold Out: CRM, GILD, MDT, DAL, AAL, KSS, ZEN, GOLD, ESTC,
For the details of Stanley Druckenmiller's stock buys and sells, go to https://www.gurufocus.com/guru/stanley+druckenmiller/current-portfolio/portfolio
These are the top 5 holdings of Stanley Druckenmiller- Microsoft Corp (MSFT) - 5,171,051 shares, 17.68% of the total portfolio. Shares added by 11.96%
- iShares MSCI Emerging Index Fund (EEM) - 7,034,700 shares, 8.75% of the total portfolio. Shares added by 318.81%
- Amazon.com Inc (AMZN) - 113,715 shares, 5.87% of the total portfolio. Shares added by 15.53%
- Netflix Inc (NFLX) - 539,875 shares, 5.58% of the total portfolio. Shares added by 717.87%
- Adobe Inc (ADBE) - 640,211 shares, 4.95% of the total portfolio. Shares added by 112.68%
Duquesne Capital Management, LLC initiated holding in T-Mobile US Inc. The purchase prices were between $63.61 and $73.68, with an estimated average price of $69.85. The stock is now traded at around $74.65. The impact to a portfolio due to this purchase was 3.84%. The holding were 1,915,725 shares as of .
New Purchase: The Home Depot Inc (HD)Duquesne Capital Management, LLC initiated holding in The Home Depot Inc. The purchase prices were between $168.61 and $192.39, with an estimated average price of $183.33. The stock is now traded at around $191.77. The impact to a portfolio due to this purchase was 2.15%. The holding were 387,300 shares as of .
New Purchase: General Electric Co (GE)Duquesne Capital Management, LLC initiated holding in General Electric Co. The purchase prices were between $7.28 and $10.88, with an estimated average price of $9.4. The stock is now traded at around $10.31. The impact to a portfolio due to this purchase was 1.81%. The holding were 6,241,000 shares as of .
New Purchase: Mastercard Inc (MA)Duquesne Capital Management, LLC initiated holding in Mastercard Inc. The purchase prices were between $181.18 and $235.87, with an estimated average price of $214.63. The stock is now traded at around $249.76. The impact to a portfolio due to this purchase was 1.63%. The holding were 238,300 shares as of .
New Purchase: Visa Inc (V)Duquesne Capital Management, LLC initiated holding in Visa Inc. The purchase prices were between $128.13 and $156.19, with an estimated average price of $143.85. The stock is now traded at around $162.62. The impact to a portfolio due to this purchase was 1.59%. The holding were 350,900 shares as of .
New Purchase: Qualcomm Inc (QCOM)Duquesne Capital Management, LLC initiated holding in Qualcomm Inc. The purchase prices were between $49.4 and $58, with an estimated average price of $54.01. The stock is now traded at around $86.92. The impact to a portfolio due to this purchase was 1.57%. The holding were 948,100 shares as of .
Added: iShares MSCI Emerging Index Fund (EEM)Duquesne Capital Management, LLC added to a holding in iShares MSCI Emerging Index Fund by 318.81%. The purchase prices were between $38.45 and $43.71, with an estimated average price of $42.09. The stock is now traded at around $41.24. The impact to a portfolio due to this purchase was 6.66%. The holding were 7,034,700 shares as of .
Added: Netflix Inc (NFLX)Duquesne Capital Management, LLC added to a holding in Netflix Inc by 717.87%. The purchase prices were between $267.66 and $377.87, with an estimated average price of $345.48. The stock is now traded at around $354.31. The impact to a portfolio due to this purchase was 4.9%. The holding were 539,875 shares as of .
Added: Alibaba Group Holding Ltd (BABA)Duquesne Capital Management, LLC added to a holding in Alibaba Group Holding Ltd by 432.56%. The purchase prices were between $130.6 and $187.25, with an estimated average price of $167.49. The stock is now traded at around $179.46. The impact to a portfolio due to this purchase was 3.99%. The holding were 928,785 shares as of .
Added: Adobe Inc (ADBE)Duquesne Capital Management, LLC added to a holding in Adobe Inc by 112.68%. The purchase prices were between $215.7 and $267.69, with an estimated average price of $251.74. The stock is now traded at around $276.36. The impact to a portfolio due to this purchase was 2.62%. The holding were 640,211 shares as of .
Added: Alphabet Inc (GOOGL)Duquesne Capital Management, LLC added to a holding in Alphabet Inc by 546.69%. The purchase prices were between $1025.47 and $1236.13, with an estimated average price of $1127.35. The stock is now traded at around $1172.78. The impact to a portfolio due to this purchase was 2.1%. The holding were 73,069 shares as of .
Added: MercadoLibre Inc (MELI)Duquesne Capital Management, LLC added to a holding in MercadoLibre Inc by 147.69%. The purchase prices were between $292.85 and $507.93, with an estimated average price of $395.73. The stock is now traded at around $577.66. The impact to a portfolio due to this purchase was 1.61%. The holding were 183,328 shares as of .
Sold Out: Salesforce.com Inc (CRM)Duquesne Capital Management, LLC sold out a holding in Salesforce.com Inc. The sale prices were between $130.4 and $166.95, with an estimated average price of $154.74.
Sold Out: Gilead Sciences Inc (GILD)Duquesne Capital Management, LLC sold out a holding in Gilead Sciences Inc. The sale prices were between $62.53 and $70.05, with an estimated average price of $66.46.
Sold Out: Medtronic PLC (MDT)Duquesne Capital Management, LLC sold out a holding in Medtronic PLC. The sale prices were between $82.45 and $93.79, with an estimated average price of $89.53.
Sold Out: Delta Air Lines Inc (DAL)Duquesne Capital Management, LLC sold out a holding in Delta Air Lines Inc. The sale prices were between $45.61 and $51.82, with an estimated average price of $49.61.
Sold Out: American Airlines Group Inc (AAL)Duquesne Capital Management, LLC sold out a holding in American Airlines Group Inc. The sale prices were between $30.06 and $36.93, with an estimated average price of $33.6.
Sold Out: Kohl's Corp (KSS)Duquesne Capital Management, LLC sold out a holding in Kohl's Corp. The sale prices were between $64.37 and $71.33, with an estimated average price of $67.82.
Reduced: Coupa Software Inc (COUP)Duquesne Capital Management, LLC reduced to a holding in Coupa Software Inc by 29.03%. The sale prices were between $58.76 and $99.29, with an estimated average price of $85.37. The stock is now traded at around $105.67. The impact to a portfolio due to this sale was -1.2%. Duquesne Capital Management, LLC still held 802,690 shares as of .
Reduced: AC Immune SA (ACIU)Duquesne Capital Management, LLC reduced to a holding in AC Immune SA by 46.82%. The sale prices were between $3.65 and $11.68, with an estimated average price of $6.45. The stock is now traded at around $5.16. The impact to a portfolio due to this sale was -0.64%. Duquesne Capital Management, LLC still held 1,324,935 shares as of .
Reduced: Okta Inc (OKTA)Duquesne Capital Management, LLC reduced to a holding in Okta Inc by 85.16%. The sale prices were between $59.56 and $86.43, with an estimated average price of $78.99. The stock is now traded at around $105.97. The impact to a portfolio due to this sale was -0.55%. Duquesne Capital Management, LLC still held 25,807 shares as of .
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