- Stanley Druckenmiller’s 13F portfolio value decreased from $3.41B to $2.47B this quarter.
- Duquesne increased Amazon.com, Facebook, and Alibaba Group Holdings during the quarter.
- Duquesne Family Office portfolio has 45 positions with the top three accounting for around ~36% of the portfolio.
Stanley Druckenmiller’s portfolio value decreased ~28% from $3.41B
to $2.47B 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 Q1 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 .
No comments :
Post a Comment