Duquesne Capital
58416 views
Rate Now: 1 2 3 4

average rating: 3.75 / 28 ratings
DESCRIPTION:

Date updated:12-09-2009

As of 9/30/2009 funds at Duquesne Capital Management LLC, managed by Stanley Druckenmiller, were valued at $4.7 billion.

During the quarter the fund had 184 total positions. The top five sector weightings are in: Basic Materials (23.33%), Technology (17.09%), Healthcare (15.62%), Energy (14.62%), and Financial (10.28%).

During the quarter some of the following significant actions were taken:

Positions closed out (37 positions): WLT, RRC, WFT, PNW, RIG, TRA, TMO, CI, CLR, ZMH, COG
New positions (95 positions): AAPL, MON, POT, JPM, CHK, GOOG, MSFT, AGN, XLE, FWLT
Decreased positions (58 positions): ANR, FXI, PFE, MRK, WCRX, TCK, UNS, COV, DE
Increased positions (115 positions): APC, MOS, AMGN, HES, NEM, CLF, BSX, DAL, WAG

Here are the top 30 holdings as of September 30, 2009.

Duquesne Capital is a $4 billion dollar investment fund started by Stanley Druckenmiller in 1981.

Druckenmiller went to work for his hero George Soros in 1988 and is famous for orchestrating Soros' billion-dollar raid on the British pound in 1992. His timely long and short positions helped generate string of 30% returns for Soros' Quantum Fund. It is believed he kept 30% of Soros' incentive fee. He parted from Soros in 2000. He returned to Duquesne Capital to run it's No Margin Fund.

symbol name last price % change open
  • +
  • AAPL
    Apple Inc.
  • $196.19
  • +1.07%
  • $196.46

7.24% of portfolio.

People owning AAPL also tend to own: AMDCSCODELLGOOGIBMINTCMSFT

TheStreet.com Rating: B+ What is this?

  • +
  • MON
    Monsanto Company
  • $75.72
  • +2.03%
  • $75.70

5.83% of portfolio.

People owning MON also tend to own: CALCOPDSLHALMOSHLDSTX

TheStreet.com Rating: C+ What is this?

  • +
  • TCK
    Teck Resources Cl
  • $33.97
  • 0.00%
  • $N/A

4.28% of portfolio.

People owning TCK also tend to own: ATSGBPOBRK-BCRESWCRESYFFHGS

TheStreet.com Rating: C What is this?

  • +
  • MYLNP
    Mylan Inc.
  • $1097.64
  • +0.13%
  • $1089.99

4.23% of portfolio.

People owning MYLNP also tend to own: AAPLABXAGNAKAMAMGNANRAPC

TheStreet.com Rating: No Rating What is this?

  • +
  • NEM
    Newmont Min Cp (h
  • $45.82
  • +3.17%
  • $45.17

3.93% of portfolio.

People owning NEM also tend to own: PGRIGFTOPDNSTKPAASABX

TheStreet.com Rating: B What is this?

  • +
  • POT
    Potash Cp Saskatc
  • $105.61
  • +4.04%
  • $103.50

3.55% of portfolio.

People owning POT also tend to own: AMTANFAVIDCNOCOHCOSTESI

TheStreet.com Rating: B What is this?

  • +
  • HES
    Hess Cp
  • $57.69
  • +1.16%
  • $58.05

3.55% of portfolio.

People owning HES also tend to own: AFLBABACBAXBENCMCSACSCO

TheStreet.com Rating: C What is this?

  • +
  • JPM
    Jp Morgan Chase C
  • $38.39
  • +1.83%
  • $38.19

2.62% of portfolio.

People owning JPM also tend to own: AAAIGIBMINTCJNJKOMSFT

TheStreet.com Rating: B- What is this?

previous next

Portfolio not tracked!

  • No Blogs Found

Comments not available

ADD YOUR COMMENTS:

latest articles | popular forums
Must-See Charts: Ralcorp, Del Mo...

By Jonas Elmerraji Posted on Feb. 9, 2010 With stocks continuing to underwhelm in yesterday’s trading session, the attention is turning toward trading. After all, tec...

02.09.10 | 12:06 PM
This Week's 'Barron's' Roundup

By Roberto Pedone Posted on Feb. 8, 2010 Good Buys For Bad Times: This Barron’s article says with the U.S. economy expected to grow by only 3% in 2010, investors shou...

02.08.10 | 16:28 PM
Cramer's Take on Headline Stocks...

Posted on Feb. 8, 2010 Finance Professor Scott Rothbort will be answering questions on Stockpickr Answers on Monday, Feb. 8. Ask away! Regardless of why a stock is in...

02.08.10 | 14:45 PM
Rocket Stocks for the Week

By Jonas Elmerraji Posted on Feb. 8, 2010 Finance Professor Scott Rothbort will be answering questions on Stockpickr Answers on Monday, Feb. 8. Ask away! Investor an...

02.08.10 | 08:39 AM
more articles
Nymph's Trading Daily Trading Diary
04.13.09 | 01:10 AM From author Trading Nymph
Speculation and Rumors
05.22.09 | 01:01 AM From author DaveOfDuke
Pump and Dump Schemes
08.01.09 | 10:52 AM From author CallaLilly
3 Steps to Better Putting
02.10.10 | 00:25 AM From author fanliping
more forums
recent answers | popular answers
bubble(0)
today 's lists
Earnings Announcements

Here is a list of some of the companies that will report earnings on Wednesday, Feb. 10, 2010. For some of the companies below, we provide average EPS estimates from analy... more

TheStreet Ratings' Upgrades

TheStreet Ratings provides exclusive stock, ETF and mutual fund ratings and commentary based on award-winning, proprietary tools. Its "safety first&quo... more

Analyst Downgrades

Analyst Downgrades and EPS estimate changes for Feb. 9, 2010. more

show all today's lists