传奇投资人Druckenmiller Q3清仓新闻集团建仓地区银行，Natera为头号重仓股

智通财经11-15

智通财经APP获悉，传奇投资人、杜肯资本创始人斯坦利·德鲁肯米勒(Stanley Druckenmiller)旗下全球顶级家族办公室Duquesne Family Office递交了截至2024年9月30日的第三季度持仓报告(13F)。据统计，该机构第三季度持仓总市值为29.5亿美元，上一季度总市值为29.2亿美元。该基金在第三季度的投资组合中新增了33只个股，增持了11只个股，减持了20只个股，...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2483339713?lang=zh_CN&edition=full","thumbnail":"https://static.tigerbbs.com/5d8fb95e65f042f352c6313989391357","is_english":false,"pubTime":"2024-11-15 13:39","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2483339713","market":"us","top_or_hot":-1,"title":"传奇投资人Druckenmiller Q3清仓新闻集团建仓地区银行，Natera为头号重仓股","media":"智通财经","content":"<div>\n<p>智通财经APP获悉，传奇投资人、杜肯资本创始人斯坦利·德鲁肯米勒(Stanley Druckenmiller)旗下全球顶级家族办公室Duquesne Family Office递交了截至2024年9月30日的第三季度持仓报告(13F)。据统计，该机构第三季度持仓总市值为29.5亿美元，上一季度总市值为29.2亿美元。该基金在第三季度的投资组合中新增了33只个股，增持了11只个股，减持了20只个股，...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1211383.html\">网页链接</a>\n\n</div>\n","source":"stock_zhitongcaijing","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>传奇投资人Druckenmiller Q3清仓新闻集团建仓地区银行，Natera为头号重仓股</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n传奇投资人Druckenmiller Q3清仓新闻集团建仓地区银行，Natera为头号重仓股\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-11-15 13:39 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1211383.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，传奇投资人、杜肯资本创始人斯坦利·德鲁肯米勒(Stanley Druckenmiller)旗下全球顶级家族办公室Duquesne Family Office递交了截至2024年9月30日的第三季度持仓报告(13F)。据统计，该机构第三季度持仓总市值为29.5亿美元，上一季度总市值为29.2亿美元。该基金在第三季度的投资组合中新增了33只个股，增持了11只个股，减持了20只个股，...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1211383.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"NTRA","symbol_name":"Natera, Inc.","start_time":0,"source_url":"http://www.zhitongcaijing.com/content/detail/1211383.html","article_id":"2483339713","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/5d8fb95e65f042f352c6313989391357"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2483339713","pubTimestamp":1731649161,"columns":[],"sourceInfo":{"source_id":"stock_zhitongcaijing","name":"智通财经网"},"weMediaInfo":null,"summary":"智通财经APP获悉，传奇投资人、杜肯资本创始人斯坦利·德鲁肯米勒旗下全球顶级家族办公室Duquesne Family Office递交了截至2024年9月30日的第三季度持仓报告。在Duquesne Family Office的第三季度前五大重仓股中，Natera位列第一，持仓357万股，持仓市值约4.53亿美元，占投资组合比例为15.34%，较上季度持仓数量增长80.61%。同时，其清仓了新闻集团的A类和B类股票，以及Liberty Global的A类 和C类股票。前五大卖出标的包括：Vistra Energy、微软、Kinder Morgan、MAA房产信托、ZoomInfo Technologies。","collect":0,"end_time":0,"defaultTopTitle":"zhitongcaijing.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"NTRA":"Natera, Inc.","LU1169589451.USD":"ALLSPRING (LUX)  U.S. SELECT EQUITY \"A\" (USD) ACC","LU0053671581.USD":"摩根大通美国小盘成长股 A(dist)","LU2065171311.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) ACC","LU2065171402.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) INC","LU2065170008.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) INC","LU2065169927.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) ACC","NWSA":"新闻集团","BK4111":"出版","LU1169590202.USD":"ALLSPRING (LUX)  U.S. SELECT EQUITY \"I\" (USD) ACC","BK4585":"ETF&股票定投概念","LU2065731478.USD":"ALLSPRING (LUX) WORLDWIDE FUND - SMALL CAP INNOVA \"I\" (USD) ACC","BK4139":"生物科技","BK4588":"碎股"},"translate_title":"Legendary investor Druckenmiller Q3 liquidation News Group builds a position in regional bank, Natera is the top holding","themeId":"","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/a0f8063c517646b340847bb443be80e2","symbols_score_info":{"NTRA":1,"NWSA":1},"content_text":"智通财经APP获悉，传奇投资人、杜肯资本创始人斯坦利·德鲁肯米勒(Stanley Druckenmiller)旗下全球顶级家族办公室Duquesne Family Office递交了截至2024年9月30日的第三季度持仓报告(13F)。据统计，该机构第三季度持仓总市值为29.5亿美元，上一季度总市值为29.2亿美元。该基金在第三季度的投资组合中新增了33只个股，增持了11只个股，减持了20只个股，清仓了22只个股。其中前十大持仓标的占总市值的62.64%。在Duquesne Family Office的第三季度前五大重仓股中，Natera(NTRA.US)位列第一，持仓357万股，持仓市值约4.53亿美元，占投资组合比例为15.34%，较上季度持仓数量增长80.61%。Coupang(CPNG.US)位列第二，持仓1170万股，持仓市值约2.87亿美元，占投资组合比例为9.73%，较上季度持仓数量增长6.61%。Coherent(COHR.US)位列第三，持仓298万股，持仓市值约2.65亿美元，占投资组合比例为8.97%，较上季度持仓数量下降17.02%。伍德沃德(WWD.US)、希捷科技(STX.US)分别位列第四和第五，持仓市值分别为1.81亿美元、1.80亿美元，较上季度持仓数量分别增长10.84%、下降6.55%。该机构在第三季度建仓了SPDR标准普尔地区银行ETF(KRE.US)、梯瓦制药(Teva.US)和维罗纳制药(VRNA.US)等股票。此外，还建仓了部分地区性银行个股，包括Huntington Bancshares(HBAN.US)、First Horizon(FHN.US)和KeyCorp(KEY.US)。同时，其清仓了新闻集团的A类(NWSA.US)和B类(NWS.US)股票，以及Liberty Global的A类(LBTYA.US) 和C类(LBTYK.US)股票。根据文件，该公司将Natera(NTRA.US)的股份从197万股增持到357万股，TeraWulf(WULF.US)的股份从209万股增持到294万股，并将Kinder Morgan(KMI.US)的股份从675万股减少到261万股，ZoomInfo Technologies(ZI.US)的股份从588万股减少到214万股等等。从持仓比例变化来看，前五大买入标的为：Natera、SPDR标准普尔地区银行ETF、Coupang、菲利普莫里斯(PM.US)、博通(AVGO.US)。前五大卖出标的包括：Vistra Energy(VST.US)、微软(MSFT.US)、Kinder Morgan、MAA房产信托(MAA.US)、ZoomInfo Technologies。","kind":"news","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"shareholding","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.29.4","shortVersion":"4.29.4","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2483339713"}