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%

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%

Source:https://twitter.com/faststocknewss/status/2088356180804698231