Tracking Stanley Druckenmiller's Duquesne Family Office Portfolio – Q4 2020 Update

  • Stanley Druckenmiller’s 13F portfolio value increased from $3.44B to $3.71B this quarter. 
  • Duquesne increased Palo Alto Networks, Walt Disney, and Carvana while dropping Alibaba Group Holdings & Netflix during the quarter. 
  • The top three positions are at 32% of the portfolio. 

 Stanley Druckenmiller’s portfolio value increased 7.78% from $3.44B to $3.71B 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 Q4 2020. 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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