Google Inc (GOOG), Walgreen Company (WAG), Alcoa Inc (AA) Among Top Holdings of Duquesne Capital

Duquesne Capital, operated by Stanley Druckenmiller, filed its 13F SEC filing on August 14, 2014 with a net filed value of $1.4 billion and the fund has offered 54% quarter-over-quarter returns. Stanley Druckenmiller has invested largely in Healthcare industry (16.4%) followed by Energy sector (11.4%) and Basic Material (8.1%). Top three holdings of Duquesne Capital according to their 13F filing include Google Inc (NASDAQ:GOOG), Walgreen Company (NYSE:WAG), and Alcoa Inc (NYSE: AA). (See Stanley Druckenmiller’ entire portfolio).

Google Inc (NASDAQ: GOOG) is the top holding of Duquesne Capital with an investment of $151 million and 259,610 shares. Google Inc (NASDAQ:GOOG) reported consolidated revenues of $16.0 billion with an improvement of 22% when compared with the revenue of same quarter in the last year and $6.25 non-GAAP earnings per share. Other major funds holding stocks of Google Inc (NASDAQ: GOOG) in terms of portfolio percentage include Duquesne Capital (10.83%), Edinburg Partners (8.32%), and Joho Capital (7.67%).

Google (GOOG)

Walgreen Company (NYSE: WAG) is the second major holding of Duquesne Capital (6.55%) with 1,240,000 shares with a net value of $92 million. Walgreen Company (NYSE:WAG) is planning to open 13 new clinics within the Dallas-fort worth market and it highlights the company’s commitment to provide affordable healthcare to its customers. Some of the major hedge funds holding Walgreen Company (NYSE:WAG)’s shares in terms of portfolio percentage include Dsam Partners (22.64%), Arrow Capital Management (12.64%), and Antipodean Advisors (10.76%).

Alcoa Inc (NYSE: AA) is the third largest holding of Duquesne Capital with 5,744,000 shares and investment of $85.5 million. Alcoa Inc (NYSE:AA) announced a profit of $138 million in its second quarter 2014 financial results with the revenue of $5.8 billion. Bocage Capital and Platinum Asset Management are the other prominent hedge funds which have positions on Alcoa Inc (NYSE:AA).

This article has been written by Prakash Pandey and edited by Serkan Ünal.

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