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OSTKO - Tracking Stanley Druckenmiller's Duquesne Family Office Portfolio - Q4 2021 Update
Overstock.com Inc - PRF PERPETUAL USD - DIGITAL VTG Ser A1
Stanley Druckenmiller’s 13F portfolio value decreased from $3.08B to $2.76B this quarter.
Duquesne increased Coupang, Carvana, Kbr, Flex, Procept Bio, and Smartsheet while decreasing Alphabet, Amazon.com, Palo Alto Networks, Starbucks, and Expedia Group. They also dropped Meta Platforms, Intuit, Moderna, and Zoom.
The top three positions are at ~39% of the portfolio.