·
Stanley Druckenmiller’s 13F portfolio value increased
~15% from $1.81B to $2.07B this quarter.
·
Duquesne added Facebook and Gilead while
dropping Intel, Micron, and Nektar Therapeutics.
·
Duquesne Family Office portfolio has 33
positions with the top three accounting for around ~38% of the portfolio.
Stanley Druckenmiller’s portfolio increased ~15% this
quarter from $1.81B to $2.07B. 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 13F stock portfolio as of Q2 2018.
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 .
No comments :
Post a Comment