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Stanley Druckenmiller · quarter digest

What Stanley Druckenmiller did in Q2 2024

Duquesne Family Office filed 2 moves in Q2 2024: 0 new, 2 add, 0 trim, 0 exit.

13F filed 2024-08-14. Manager quality score: q9. Philosophy: Macro top-down, concentrated bets, ride trends.

Adds · 2

Adding to conviction

ADD +22%·12.5% book·+1

“NVDA buildup.”

ADD +15%·7.0% book·−17

“Microsoft add.”

Current top holdings

Stanley Druckenmiller’s book, latest snapshot

#TickerWeight
1NVDA
NVIDIA
11.4%
2MSFT
Microsoft
9.1%
3COHR
Coherent
6.8%
4TSM
Taiwan Semi
5.2%
5KMI
Kinder Morgan
4.8%
Other quarters for Stanley Druckenmiller

Not investment advice. Data from 13F filings with HoldLens parsing. Methodology.

Deep dive

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