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ZEN - Tracking Stanley Druckenmiller's Duquesne Family Office Portfolio - Q1 2022 Update
Zendesk Inc.
Stanley Druckenmiller’s 13F portfolio value decreased from $2.93B to $2.31B this quarter.
Duquesne added Teck Resources and Coterra Energy while dropping Alphabet, Carvana, and Palo Alto Networks. They also added a large short position in S&P 500 index through Puts.
The top three positions are at ~39% of the portfolio.