德鲁肯米勒三季度大幅调仓：建仓美国银行股、博通，继续加仓“头号持仓”Natera

华尔街见闻11-15

建仓银行股和医药股、清仓新闻股、大举增持头号重仓股，传递了什么信号？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公布了截至2024年9月30日的三季度持仓文件。文件显示，Duquesne Family Office三季度持仓总市值为29.5亿美元，较上季度增加3000万美元。交易变动...

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href=https://wallstreetcn.com/articles/3734167><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>建仓银行股和医药股、清仓新闻股、大举增持头号重仓股，传递了什么信号？\n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公布了截至2024年9月30日的三季度持仓文件。\n文件显示，Duquesne Family Office三季度持仓总市值为29.5亿美元，较上季度增加3000万美元。交易变动...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3734167\">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":"LU1935043536.SGD","symbol_name":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (SGDHDG) INC 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Bank of America stocks and Broadcom, and continued to increase his position in the \"number one position\" Natera","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"BAC":1,"AVGO":1},"content_text":"建仓银行股和医药股、清仓新闻股、大举增持头号重仓股，传递了什么信号？\n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公布了截至2024年9月30日的三季度持仓文件。\n文件显示，Duquesne Family Office三季度持仓总市值为29.5亿美元，较上季度增加3000万美元。交易变动上，该基金新建仓了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，前十大持仓股占总市值的62.64%。\n\n具体看，截至三季度，德鲁肯米勒的投资组合包括75只股票。主要持股包括15.34%的Natera股票、9.73%的Coupang股票、8.97%的Coherent股票、6.15%的伍德沃德股票和6.09%的希捷科技股票，主要涉及11个行业，包括科技、医疗保健和周期性消费等。\n其中，德鲁肯米勒本季度继续加仓“头号重仓股”临床基因检测公司Natera，增持159.2万股至357万股，使其仓位较上一季度大幅增长80.61%；Coupang为第二大持仓股，持股数达1170万股，仓位环比增长6.61%。\n除了大幅增持Natera，德鲁肯米勒还大举买入了24.5万只烟草巨头菲利普莫里斯的个股，持股数达113.5万股，较上季度增加了27.58%。\n建仓银行和医药、清仓新闻集团\n持仓文件显示，德鲁肯米勒新买入了博通、多只银行股和ETF以及部分医药股，清仓了新闻集团和Liberty Global。\n三季度，德鲁肯米勒建仓了SPDR标普地区银行ETF、地区银行股Huntington Bancshares、First Horizon和KeyCorp。此外，其基金还建仓了梯瓦制药和维罗纳制药等股票。\n同时，德鲁肯米勒清仓了新闻集团的A类和B类股，以及电信公司Liberty Global的A类和C类股。\n从持仓比例变化来看，德鲁肯米勒前五大买入标的为：Natera、SPDR标准普尔地区银行ETF、Coupang、菲利普莫里斯和博通；前五大卖出标的包括：Vistra Energy、微软、Kinder Morgan、MAA房产信托和ZoomInfo Technologies。风险提示及免责条款\n\n            市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责任自负。","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","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; 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