RIOT

quote: DRUCKENMILLER'S DUQUESNE Q2 13F: AMAZON UP 1083%, NEW ALPHABET AND FOX STAKES Largest holdings: - Natera $NTRA: $864.9M - Taiwan Semiconductor $TSM: $281.6M - STMicroelectronics $STM: $232.4M - Invesco S&P 500 Equal Weight ETF $RSP calls: $174.7M - Insmed $INSM: $151.9M - iShares MSCI Brazil ETF $EWZ calls: $145.9M - YPF $YPF: $142.7M - Amazon $AMZN: $129.1M, shares +1083% New positions: - Alphabet $GOOGL: $120.2M - Fox Corp Class A $FOXA: $115.0M - CDW $CDW: $104.6M - Bitdeer $BTDR: $64.7M - Delta Air Lines $DAL: $56.5M - Fluor $FLR: $51.5M - D.R. Horton $DHI: $48.7M - Advanced Micro Devices $AMD: $42.3M - Palo Alto Networks $PANW: $39.8M - Hut 8 $HUT: $36.3M - Fox Corp Class B $FOX: $29.6M - Cavco Industries $CVCO: $24.3M - Hyperliquid Strategies $PURR: $23.2M - Rambus $RMBS: $23.0M - Rhythm Pharmaceuticals $RYTM: $22.6M New calls: - Insmed: $143.9M - Tesla $TSLA: $53.0M - Meta Platforms $META: $28.2M Added: - iShares Russell 2000 ETF $IWM calls: +318% - United Airlines $UAL: +203% - PureCycle Technologies $PCT: +178% - Seagate $STX: +141% - Daktronics $DAKT: +100% - Cleveland-Cliffs $CLF: +82% - ADMA Biologics $ADMA: +80% - CRH $CRH: +47% Exited: - Broadcom $AVGO: $60.7M - Option Care Health $OPCH: $50.3M - Figure Technology $FIGR: $39.1M - Restaurant Brands $QSR: $33.6M - Lattice Semiconductor $LSCC: $30.0M - Humana $HUM: $23.8M - Twilio $TWLO: $22.9M - Jabil $JBL: $21.8M - iShares GSCI Commodity ETF $GSG: $20.7M - Bloom Energy $BE: $18.5M - Intel $INTC: $18.2M Trimmed: - Alcoa $AA: -88% - Roku $ROKU: -75% - Teva $TEVA: -74% - Arm Holdings $ARM: -74% - Woodward $WWD: -68% | JUST IN: STANLEY DRUCKENMILLER JUST UPDATED HIS PORTFOLIO This is everything Druckenmiller owned as of the end of Q2 - Natera $NTRA: 3,186,306 shares, $865M - Taiwan Semiconductor $TSM: 589,680 shares, $282M - STMicroelectronics $STM: 3,102,880 shares, $232M - Insmed $INSM: 1,424,690 shares, $152M - YPF $YPF: 3,138,897 shares, $143M - Amazon $AMZN: 541,600 shares, $129M - BBB Foods $TBBB: 2,901,733 shares, $121M - Google $GOOGL: 336,300 shares, $120M - iShares MSCI Brazil ETF $EWZ: 3,436,170 shares, $119M - Seagate Technology $STX: 122,000 shares, $118M - Fox $FOXA: 2,204,600 shares, $115M - United Airlines Holdings $UAL: 794,795 shares, $108M - Sea $SE: 1,099,905 shares, $105M - CDW $CDW: 743,950 shares, $105M - NuvationBio $NAMS: 3,070,146 shares, $104M - SanDisk $SNDK: 34,900 shares, $79M - Revolution Medicines $RVMD: 399,587 shares, $75M - Bitdeer Technologies $BTDR: 4,074,993 shares, $65M - CRH $CRH: 553,555 shares, $59M - Delta Air Lines $DAL: 603,000 shares, $56M - Fluor $FLR: 982,200 shares, $51M - D.R. Horton $DHI: 299,000 shares, $49M - Coupang $CPNG: 2,667,485 shares, $46M - AMD $AMD: 72,900 shares, $42M - Palo Alto Networks $PANW: 116,650 shares, $40M - Cleveland-Cliffs $CLF: 4,216,184 shares, $40M - Hut 8 $HUT: 314,150 shares, $36M - Caribou Biosciences $CAI: 1,894,450 shares, $34M - Global X MSCI Argentina ETF $ARGT: 328,800 shares, $30M - Fox $FOX: 632,600 shares, $30M - Woodward $WWD: 67,194 shares, $29M - NuvationBio $NUVB: 4,539,800 shares, $26M - Protagonist Therapeutics $PTGX: 208,900 shares, $26M - Roku $ROKU: 184,055 shares, $25M - Cavco Industries $CVCO: 39,500 shares, $24M - ADMA Biologics $ADMA: 2,784,110 shares, $23M - Purecycle Technologies $PURR: 2,941,500 shares, $23M - Rambus $RMBS: 173,000 shares, $23M - Rhythm Pharmaceuticals $RYTM: 203,618 shares, $23M - Skyline Champion $SKY: 254,400 shares, $22M - Daktronics $DAKT: 1,123,109 shares, $22M - PureCycle $PCT: 2,681,415 shares, $22M - Southern Copper $SCCO: 124,536.72 shares, $21M - Linde $LIN: 41,200 shares, $21M - Entegris $ENTG: 118,300 shares, $21M - Teva Pharmaceutical Industries $TEVA: 624,999 shares, $21M - Unity Software $U: 738,785 shares, $21M - Aeva Technologies $AEVA: 720,175 shares, $21M - Riot Platforms RIOT: 754,800 shares, $21M - Quanterix Q: 125,655 shares, $21M - Equinix EQIX: 18,450 shares, $19M - Lam Research LRCX: 43,600 shares, $19M - Deficiency Therapeutics DFTX: 356,600 shares, $17M - Belite Bio BLTE: 106,100 shares, $16M - Invesco S&P 500 Equal Weight ETF RSP: 74,400 shares, $16M - 10x Genomics TXG: 403,100 shares, $15M - Wabtec WAB: 56,595 shares, $15M - Eli Lilly LLY: 12,380 shares, $15M - Xenon Pharmaceuticals XENE: 238,600 shares, $14M - Olema Pharmaceuticals OLMA: 986,827 shares, $12M - Repligen RGEN: 77,400 shares, $11M - Rocket Companies RKT: 652,220 shares, $10M - Baidu BIDU: 88,200 shares, $10M - Arm Holdings ARM: 28,090 shares, $10M - Carvana CVNA: 151,000 shares, $10M - Reddit RDDT: 56,550 shares, $10M - Alcoa AA: 185,640 shares, $10M - Thermo Fisher TMO: 19,200 shares, $10M - Danaher DHR: 50,300 shares, $10M - F5 FFIV: 22,000 shares, $9M - Vista Energy VIST: 134,700 shares, $9M - Skeena Resources SKE: 300,200 shares, $8M - JBS: 655,900 shares, $8M - Monte Rosa$GLUE: 297,600 shares, $7M - Relay Therapeutics RLAY: 349,000 shares, $7M - DBV Technologies DBVT: 383,363 shares, $6M - Chemours CCC: 1,170,900 shares, $6M - UWM Holdings UWMC: 2,583,000 shares, $6M - Navitas Semiconductor NVTS: 311,100 shares, $6M - Solaris Energy SOLS: 62,525 shares, $6M - FTAI Aviation FTAI: 20,200 shares, $5M - Beam Therapeutics BEAM: 153,600 shares, $5M - Aurora Innovation AUR: 633,700 shares, $4M - Iris Energy IREN: 87,100 shares, $4M - Grupo Financiero GGAL: 59,500 shares, $3M - Wave Life Sciences WVE: 173,000 shares, $1M Call options: - Invesco S&P 500 Equal Weight ETF calls RSPCALL: 821,000 contracts, $175M - iShares MSCI Brazil ETF calls EWZCALL: 4,228,000 contracts, $146M - Insmed calls INSMCALL: 1,350,000 contracts, $144M - Amazon calls AMZNCALL: 459,300 contracts, $109M - iShares Russell 2000 ETF calls IWMCALL: 330,000 contracts, $99M - S&P 500 ETF calls SPYCALL: 90,000 contracts, $67M - Tesla calls TSLACALL: 126,000 contracts, $53M - CDW calls CDWCALL: 250,000 contracts, $35M - Meta Platforms calls METACALL: 50,000 contracts, $28M