- Stanley Druckenmiller’s 13F portfolio value increased ~2% from $2.07B to $2.10B this quarter.
- Duquesne decreased Alibaba (BABA), Splunk (SPLK), Facebook (FB), and Netflix (NFLX) during the quarter. Adobe Systems (ADBE) was doubled and iShares Biotech Index (IBB) was increased by four times during the quarter.
- Duquesne Family Office portfolio has 40 positions with the top three accounting for around ~42% of the portfolio.
Stanley Druckenmiller’s portfolio increased ~2% this quarter
from $2.07B to $2.210B. 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 Q3 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 .
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