Duquesne Family Office is run by billionaire Stanley Druckenmiller, formerly of two of the top performing hedge funds of all time – George Soros’s Quantum Fund, which he headed from 1988 to 2000 and his own firm (Duquesne), which was converted from a hedge fund into a family office in 2010 after 29 years of operation. Druckenmiller is known as the originator of the well-known short of the British pound in 1992 that netted the Quantum Fund around $1 billion in profits. He is philosophically against the notion of diversification, viewing it more in line with “diworseification,” and is known as being aggressive with leverage. He has a nearly impeccable investment track record, returning nearly 30% annualized (with zero down years) during his time at Duquesne Capital Management. As such, it can be interesting to see what Druckenmiller owns on a quarter to quarter basis. 13F filings of course only cover long equity positions and ignore derivatives, shorts, fixed-income holdings, and virtually everything else. But it can still shed some insight into how somebody thinks. Based on his Q2-end holdings, Druckenmiller appears well positioned and heavily entrenched in growth names, nearly all of which are tech and consumer discretionary. His top ten holdings take up 62% of the portfolio and consist of MSFT, FB, GOOGL, PCLN, AMZN, BABA, CRM, CMCSA, CTRP, and EA. Druckenmiller also sold out of 16 names entirely last quarter, including high-profile names such as TMUS, S, CELG, NFLX, and TWTR. A complete list of holdings can be found below: