- Stanley Druckenmiller’s 13F portfolio value increased from $1.73B to $3.44B this quarter.
- Duquesne added T-Mobile US (TMUS) while increasing iShares MSCI Emerging Market ETF (EEM) & Netflix (NFLX) and dropping Salesforce.com (CRM).
- Duquesne Family Office portfolio has 61 positions with the top three accounting for around ~32% of the portfolio.
Stanley Druckenmiller’s portfolio value doubled this quarter
from $1.73B to $3.44B. 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 Q1 2019.
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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