- Stanley Druckenmiller’s 13F portfolio value decreased from $2.20B to $1.98B this quarter.
- Duquesne added Workday while increasing Nektar Therapeutics.
- Duquesne Family Office portfolio has 30 positions with the top three accounting for around ~38% of the portfolio.
Stanley Druckenmiller’s portfolio value decreased ~10% this
quarter from $2.20B to $1.98B. The pattern of very high turnover QoQ continued
- many positions were dropped and new 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 Q4
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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