- Stanley Druckenmiller’s 13F portfolio value increased from $1.87B to $2.20B this quarter.
- Duquesne added Citigroup while also increasing the top positions. The stake in Comcast was dropped.
- Duquesne Family Office portfolio has 37 positions with the top three accounting for around ~29% of the portfolio.
Stanley Druckenmiller’s portfolio increased ~18% this
quarter from $1.87B to $2.20B. The pattern of very high turnover QoQ continued
- many positions were dropped and news ones added. The nimble trading is
typical of the trend-following style. To know more about Druckenmiller's
trading style check out Trend Following: Learn to Make Millions
in Up or Down Markets.
Below is a spreadsheet that highlights the changes to
Stanley Druckenmiller's Duquesne Family Office US long stock portfolio as of Q3
2017. For a look at how his portfolio has progressed, see our previous update:
To learn more about how to profit from a strategy of
following the best hedge fund picks, check out our book Profiting from Hedge Funds: Winning
Strategies for the Little Guy .
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