- Stanley Druckenmiller’s 13F portfolio value decreased from $3.44B to $3.37B this quarter.
- Duquesne added Uber Technologies (UBER), Salesforce.com (CRM), and PG&E Corp (PCG) while dropping Alphabet (GOOG) and Intuitive Surgical (ISRG).
- Duquesne Family Office portfolio has 61 positions with the top three accounting for around ~34% of the portfolio.
Stanley Druckenmiller’s portfolio value decreased marginally
from $3.44B to $3.37B this quarter. 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 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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