On May 16th, a 13F report showed that Duquesne Family Office LLC., a subsidiary of Stanley Druckenmiller, built long positions in the first quarter in DocuSign, CCC Intelligent Solutions, EQT, and Caesar Entertainment Twilio。 Clearing SLM, US Steel, Warner Bros. Exploration, Vistra, etc. Increase holdings in Flutter, TSMC Insmed、 Tiwa Pharmaceutical and Eli Lilly Pharmaceutical. Reduce holdings in related companies such as COHR and Seagate Technology Natera、 United Airlines, Amazon. The top five companies in the investment portfolio are Natera, Tiwa Pharmaceuticals, Korean e-commerce company Coupang, Woodward, and Philip Morris.
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