The lack of precedent has made investing in the current environment significantly more difficult than at any other time in history. September 15, 2022, 2:00 PM PDT Stanley Druckenmiller, CEO of Duquesne Family Office, in December 2019. The disposal this quarter was at prices between ~$1643 and ~$2151. Victor J. BlueBloomberg/Getty Images After a hotter-than-expected inflation reading. FORTUNE may receive compensation for some links to products and services on this website. Pour cela, l'agence invite tous les organisateurs de ftes et salons du livre . The largest five stakes are Coupang, Eli Lilly, Amazon.com, Chevron, and T-Mobile US. It is a precious brand accepted by the world. The 13F portfolio value increased ~28% from $1.38B to $1.76B this quarter. The change made by this company is -216.37K. Antero Resources (AR) and Cenovus Energy (CVE): These small (less than ~1% of the portfolio each) stakes were reduced during the quarter. You could have made plenty of money in the '70s. Stanley Druckenmillers 13F portfolio value increased from $1.38B to $1.76B this quarter. Once a saver, always a saver: Warren Buffett says generational wealth isnt what it used to be in his annual letter Its bigger than the housing crisis: An influential economist just blamed NIMBYs for American decline, and Elon Musk CA Notice at Collection and Privacy Notice, Do Not Sell/Share My Personal Information. Photo by Neilson Barnard/Getty Images for New York Times Billionaire. It is a well-known and well-reputed coffeehouse and roastery. Heute stellt Holger Pershing Square Holdings vor, einen Hedgefonds, in den er selbst investiert. Below is a spreadsheet that highlights the changes to Stanley Druckenmiller's Duquesne Family Office 13F stock portfolio as of Q3 2022: Stanley Druckenmiller - Duquesne Family Office's Q3 2022 13F Report Q/Q Comparison (John Vincent (author)). Lanc en septembre 2021, Jeunes en librairie revient pour une 2e dition ! It holds a share of 764.71K. As a result, he's not comfortable owning bonds and is now less comfortable shorting fixed income than he was three to six months ago. The stock currently trades at ~$207. Data is a real-time snapshot *Data is delayed at least 15 minutes. This company holds the fifth position in the Stanley Druckenmiller current portfolio and holdings. There was a ~45% stake increase in Q3 2021 at prices between ~$2068 and ~$2491. Kernen also mentioned a conversation they had in the spring when the 10-year Treasury was yielding just 1.36%. A Division of NBCUniversal. 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Booking Holdings (BKNG): BKNG was a small ~1% of the portfolio stake established in Q1 2021 at prices between ~$1886 and ~$2462. Sea Ltd ensures the better lives of customers and enhances the small business present in a region. The stock is now at ~$1966. "I will be stunned if we don't have. Global Business and Financial News, Stock Quotes, and Market Data and Analysis. 2022 9:21 AM . The % change made by it is -4.57%. 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He was the former chairman and president of Duquesne Capital, which he founded in 1981. Next quarter saw a ~20% stake increase while in Q4 2020 there was a similar reduction. After investing in the right places, Stanley Druckenmiller has made his name a giant as it is today. As such, many are worried about the impact that consumer demand destruction will have on the labor market and economic growth. Q2 2020 saw the stake rebuilt at prices between ~$6.25 and ~$10.90. Historically, Druckenmiller has also found the bond market to offer signals about upcoming economic conditions, although that has changed. It is a frequently traded stake and has seen previous roundtrips. This Freeport company is located in Phoenix, Arizona. I will not be surprised if it's not larger than the so called average garden variety.". "I assume, and pretty strongly, soon we're going to have a recession sometime in 2023," he said. Some may consider Stan Druckenmiller to be one of the greatest macro investors of all time. AbCellera Biologics (ABCL) and Las Vegas Sands (LVS) Calls: These small (less than ~1% of the portfolio each) stakes were kept steady this quarter. Its worth is $163.15M. "I think the repercussions of that are going to be with us for a long, long time.". "Don't know the timing, but certainly by the end of '23. Billionaire Stanley Druckenmiller is downbeat on the markets right now and says the current bear market has some way to run. 2023 CNBC LLC. Teck Resources (TECK): TECK is a 2.36% of the portfolio stake purchased in Q1 2022 at prices between ~$29 and ~$42. Starbucks net worth in the Stanley Druckenmiller investments is $211.51M. This company is well-known for its animation and other cartoon-related movies and fiction dramas. Druckenmiller, the founder of Duquesne Family Office, lambasted the Federal Reserve's pandemic-era easy-money policies that helped fuel inflation, and said that the central bank's quantitative tightening measures which he agrees with in order to rid the economy of four-decade-high inflation will trigger a downturn. Billionaire investor Stanley Druckenmiller said he would be shocked if there is not a recession in 2023 and predicted a hard landing at CNBC's Delivering Alpha Investor Summit in New York City. Stanley Druckenmiller 's Duquesne Family Office sold its $35.9 million position in Facebook parent Meta . Follow Bloomberg reporters as they uncover some of the biggest financial crimes of the modern era. But when he closed this fund, the capital had more than 12 billion dollars as working assets. He explained that stocks usually lead fundamentals by about six to 12 months. Earlier this year, Stifel's Chief US Equity Strategist Barry Bannister said the market faces a decade ahead of 0% returns on average. Coterra Energy (CTRA): The 1.65% of the portfolio stake in CTRA was established in Q1 2022 at prices between ~$19 and ~$29. Sign up for notifications from Insider! But I think it's highly, highly probable that the bear market has a ways to run," he added. Homebuilders had no change in fundamentals and are booming, while trucking companies are reporting record earnings. There was a ~50% stake increase in Q3 2021 at prices between ~$28 and ~$44.50. It is based on Stanley Druckenmiller's regulatory 13F Form filed on 11/14/2022. All this information of worth, change, and % portfolio was recorded in the year 2022. He explained that he doesn't use the types of signals traditional economists use to predict the economy, like employment, macro factors and top-down statistics. To me, the risk reward of owning assets doesn't make a lot of sense," Druckenmiller said. Duquesne added Amazon.com and Lamb Weston Holdings while decreasing Microsoft and Freeport-McMoRan. Ftes et salons du livre 2022 : annoncez vos vnements ! Klicken Sie auf Einstellungen verwalten um weitere Informationen zu erhalten und Ihre Einstellungen zu verwalten. "You can have a period of 15, 20 years, 10 years where the market doesn't go anywhere. Stanley Druckenmiller struck an pessimistic tone about the markets, seeing a turbulent road ahead as the Federal Reserve struggles to engineer a soft landing. When it comes to investing himself, Druckenmiller said he's taking a step back from trading. He described his positioning as a "matrix" of shorting fixed income, shorting stocks and not doing much in currencies but owning some commodities, specifically, oil. In Stanley Druckenmillers Portfolio, this company holds the 7th position. A widening spread suggests a strengthening economy, while contracting spreads may herald weaker times. I have no business relationship with any company whose stock is mentioned in this article. Its value is 131.07M in the stock market. T-Mobile US (TMUS) & rights: The large (top five) 5.47% TMUS stake was established in Q2 2020 at prices between ~$82 and ~$107. At the Sohn Investment Conference last week, Stan Druckenmiller of Duquesne Family Office shared the strategy he once used to outperform others significantly during rampant inflation. I/we have a beneficial long position in the shares of AMZN, CPNG, META either through stock ownership, options, or other derivatives. The duo famously bet against. To know more about Druckenmiller's trading style check out Trend Following: Learn to Make Millions in Up or Down Markets. Stanley Druckenmiller Druckenmiller avait galement travaill avec Soros sur le Black Wednesday GBP Trade. For those tactically trading, its possible the first leg of that has ended. This company works according to geographical assets. Billionaire investor Stanley Druckenmiller said he expects the US economy to fall into a recession next year on the Federal Reserve's aggressive rate hikes. position in the Forbes in the field of security. Global Business and Financial News, Stock Quotes, and Market Data and Analysis. There was a ~63% reduction over the next two quarters at prices between ~$236 and ~$305. (Podcast). Treasury yields rose on Powell's comments on Wednesday afternoon, and traders in the futures market began to price in five interest rate hikes for this year. Druckenmiller's stake was from funding rounds prior to the IPO. This company is associated with different functions of the computer such as developing, manufacturing licensing, and selling computer software. 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