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Why it matters

This signal is selected by portfolio impact within the manager filing, while the full filing change list remains available in the briefing.

Full Filing Changes

95 changes from Stanley Druckenmiller (Duquesne Family Office), filed 2024-11-14 for period end 2024-09-30.

$3.0M portfolio value
StockActionChangeCurrentPortfolio Impact
632307104
Natera Inc
Increased$238,952$452,8128.09%
92840M102
Vistra Corp
Reduced-$179,326$46,3916.07%
594918104
Microsoft Corp
Reduced-$160,455$18,5445.44%
78464A698
Spdr Ser Tr
New$116,218$116,2183.94%
49456B101
Kinder Morgan Inc Del
Reduced-$76,486$57,6992.59%
22266T109
Coupang Inc
Increased$57,294$287,1391.94%
59522J103
Mid-Amer Apt Cmntys Inc
Reduced-$53,935$37,9331.83%
98980F104
Zoominfo Technologies Inc
Reduced-$53,020$22,0921.80%
68404L201
Option Care Health Inc
Sold out-$51,849$01.76%
36828A101
Ge Vernova Inc
Reduced-$43,492$7,4581.47%
11135F101
Broadcom Inc
New$41,397$41,3971.40%
04351P101
Ascendis Pharma A/S
New$39,573$39,5731.34%
58733R102
Mercadolibre Inc
Increased$38,747$98,7201.31%
G6700G107
Nvent Electric Plc
New$31,692$31,6921.07%
Y2573F102
Flex Ltd
Reduced-$31,072$11,6641.05%
G7997R103
Seagate Technology Hldngs Pl
Increased$27,208$208,4760.92%
133131102
Camden Ppty Tr
Reduced-$27,119$35,9370.92%
67066G104
Nvidia Corporation
Sold out-$26,445$00.90%
881624209
Teva Pharmaceutical Inds Ltd
New$25,732$25,7320.87%
558256103
Madison Square Garden Entmt
Sold out-$23,763$00.80%
912909108
United States Stl Corp
New$23,427$23,4270.79%
21874C102
Core & Main Inc
New$21,099$21,0990.71%
172967424
Citigroup Inc
New$20,495$20,4950.69%
925050106
Verona Pharma Plc
New$19,738$19,7380.67%
65249B109
News Corp New
Sold out-$18,852$00.64%
40413106
Arista Networks Inc
Sold out-$18,321$00.62%
254709108
Discover Finl Svcs
Increased$18,085$39,9640.61%
65249B208
News Corp New
Sold out-$18,052$00.61%
69608A108
Palantir Technologies Inc
Reduced-$17,951$1,5520.61%
878742204
Teck Resources Ltd
Reduced-$16,485$53,1330.56%
85205L107
Springworks Therapeutics Inc
Reduced-$15,885$22,5900.54%
697435105
Palo Alto Networks Inc
Reduced-$15,220$14,9410.52%
G25508105
Crh Plc
New$15,070$15,0700.51%
980745103
Woodward Inc
Increased$15,010$181,4090.51%
99502106
Booz Allen Hamilton Hldg Cor
Sold out-$12,903$00.44%
46266C105
Iqvia Hldgs Inc
Sold out-$12,763$00.43%
35671D857
Freeport-Mcmoran Inc
Increased$12,695$68,7370.43%
872657101
Tpg Inc
New$12,519$12,5190.42%
05961W105
Banco Macro Sa
Increased$11,273$26,9320.38%
H1467J104
Chubb Limited
New$10,036$10,0360.34%
52769106
Autodesk Inc
New$10,027$10,0270.34%
55261F104
M & T Bk Corp
New$10,010$10,0100.34%
89832Q109
Truist Finl Corp
New$9,987$9,9870.34%
874039100
Taiwan Semiconductor Mfg Ltd
New$9,961$9,9610.34%
902973304
Us Bancorp Del
New$9,942$9,9420.34%
446150104
Huntington Bancshares Inc
New$9,867$9,8670.33%
174610105
Citizens Finl Group Inc
New$9,799$9,7990.33%
493267108
Keycorp
New$9,780$9,7800.33%
538034109
Live Nation Entertainment In
Sold out-$9,665$00.33%
320517105
First Horizon Corporation
New$9,624$9,6240.33%
03076K108
Ameris Bancorp
New$9,608$9,6080.33%
31946M103
First Ctzns Bancshares Inc N
New$9,542$9,5420.32%
929740108
Wabtec
Increased$8,841$32,6550.30%
17243V102
Cinemark Hldgs Inc
Sold out-$8,665$00.29%
82835W108
Ars Pharmaceuticals Inc
New$7,785$7,7850.26%
718172109
Philip Morris Intl Inc
Increased$7,371$195,0700.25%
92337F107
Veracyte Inc
Sold out-$5,633$00.19%
00130H105
Aes Corp
Sold out-$5,530$00.19%
87807B107
Tc Energy Corp
New$5,485$5,4850.19%
37833100
Apple Inc
Sold out-$5,139$00.17%
855244109
Starbucks Corp
New$5,099$5,0990.17%
983793100
Xpo Inc
New$4,999$4,9990.17%
92243G108
Vaxcyte Inc
New$4,910$4,9100.17%
88023U101
Tempur Sealy Intl Inc
Sold out-$4,881$00.17%
958102105
Western Digital Corp.
New$4,876$4,8760.17%
G61188101
Liberty Global Ltd
Sold out-$4,798$00.16%
81141R100
Sea Ltd
Sold out-$4,778$00.16%
N62509109
Newamsterdam Pharma Company
New$4,773$4,7730.16%
90400D108
Ultragenyx Pharmaceutical In
New$4,746$4,7460.16%
19247G107
Coherent Corp
Increased$4,723$264,8210.16%
G61188127
Liberty Global Ltd
Sold out-$4,674$00.16%
88080T104
Terawulf Inc
Increased$4,479$13,7800.15%
26884L109
Eqt Corp
Sold out-$4,475$00.15%
55826T102
Sphere Entertainment Co
Sold out-$4,292$00.15%
12008R107
Builders Firstsource Inc
Sold out-$4,067$00.14%
984245100
Ypf Sociedad Anonima
Reduced-$3,723$9,1220.13%
42068205
Arm Holdings Plc
New$3,090$3,0900.10%
3.795E+263
Global X Fds
Increased$2,677$18,6970.09%
00724F101
Adobe Inc
Reduced-$2,519$17,8610.09%
6.738E+207
Barclays Plc
Increased$2,166$24,3940.07%
03940C100
Arcellx Inc
Increased$2,098$6,1880.07%
22663K107
Crinetics Pharmaceuticals In
Increased$1,950$15,7900.07%
234264109
Daktronics Inc
Reduced-$1,629$33,1570.06%
8.6366E+110
Structure Therapeutics Inc
Sold out-$1,480$00.05%
879273209
Telecom Argentina Sa
Sold out-$1,034$00.04%
G3643J108
Flutter Entmt Plc
Increased$645$61,8200.02%
88786108
Bicycle Therapeutics Plc
Increased$454$4,3040.02%
399909100
Grupo Financiero Galicia S.A
Increased$414$14,9530.01%
89680M101
Trisalus Life Sciences Inc
Reduced-$389$1,9680.01%
82686Q101
Silence Therapeutics Plc
Reduced-$318$7,0430.01%
G4701H109
Ihs Holding Limited
Reduced-$162$2,3030.01%
457669307
Insmed Inc
Increased$120$1,4600.00%
67080M103
Nurix Therapeutics Inc
Increased$71$9930.00%
00534A102
Invivyd Inc
Reduced-$46$5830.00%
G65163100
Joby Aviation Inc
Reduced-$2$1130.00%

Evidence

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Stanley Druckenmiller (Duquesne Family Office) disclosed new in Broadcom Inc | TradingNote AI