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Top related persons:
Stanley Druckenmiller - 2 Druckenmiller - 2 George Soros - 1 Soros - 1 Tempur Sealy - 1 Dan Loeb's - 1 Jeff Smith's - 1 Salesforce - 1
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Salesforce Tuesday's
Top related orgs:
Microsoft - 2 Nvidia - 2 Druckenmiller's Duquesne Family - 1 Bowdoin College grad - 1 Sohn Investment - 1 Quantum Fund - 1 Duquesne Capital Management - 1 Arista Networks - 1

Search resuls for: "Druckenmiller's Duquesne Family"


5 mentions found


☆ Stanley Druckenmiller exits Alphabet, keeps winning AI plays Nvidia and Microsoft
  + stars: | 2024-02-15 | by ( Yun Li | ) www.cnbc.com   time to read: +2 min
Billionaire investor Stanley Druckenmiller dumped his stake in Google's Alphabet entirely last quarter, while keeping his high-conviction bets on artificial intelligence through Microsoft and Nvidia . Druckenmiller's Duquesne Family Office sold $112 million worth of Alphabet shares last quarter, according to a regulatory filing. His firm briefly held Alphabet in the first quarter of 2023, sold it the next quarter and entered the stock again in the third quarter. He said he has been betting on the space through two stocks — Microsoft and Nvidia. But Druckenmiller, a Bowdoin College grad, bought call options on Nvidia with a notional value of $242 million last quarter.
Persons: Stanley Druckenmiller, Druckenmiller, George Soros, Soros, Tempur Sealy Organizations: Microsoft, Nvidia, Druckenmiller's Duquesne Family, Bowdoin College grad, Sohn Investment, Quantum Fund, Duquesne Capital Management, Arista Networks, Woodward, Flex Ltd, Barrick Gold, Marvell Technology
☆ Activists ease up on Salesforce — plus, 10 other Club stocks traded by Wall Street pros
  + stars: | 2023-08-16 | by ( Kevin Stankiewicz | In Kevinstankiewicz | ) www.cnbc.com   time to read: +10 min
The extraordinary activist-investor interest in Salesforce (CRM) eased further in the second quarter, according to the latest regulatory filings from influential Wall Street pros. His firm still owned about 2 million Salesforce shares as of June 30. Tepper also bought 2.3 million shares of Advanced Micro Devices (AMD) and 480,000 shares of Apple (AAPL) during the second quarter. As a result, Appaloosa's holdings as of mid-August may differ significantly from the conclusion of the second quarter. GOOGL YTD mountain Alphabet YTD performance Bets on Google's parent company, Alphabet (GOOGL), varied in the second quarter.
Persons: Dan Loeb's, Jeff Smith's, Salesforce, Jeffrey, Starboard's Jeff Smith, Smith, he's, 13Fs, it's, Marc Benioff, Mason Morfit, Paul Singer's Elliott, Elliott, Elliott —, Nelson Peltz's, Bob Iger, Peltz, David Tepper, Tepper, Bill Ackman's, Seth Klarman, Loeb, Klarman, Stanley Druckenmiller, Druckenmiller, Eli Lilly, That's, Jim Cramer's, Jim Cramer, Jim, Kim Kulish Organizations: Inclusive Capital, CNBC, Paul Singer's Elliott Management, Constellation, Club, Constellation Brands, Corona, Modelo, DIS, Disney, Management, Walt Disney Co, Peltz, Nvidia, Appaloosa Management, Microsoft, Micro Devices, Apple, AMD, Bill Ackman's Pershing, Capital Management, Oracle, Duquesne Family Office, Jim Cramer's Charitable, Corbis, Getty Locations: Salesforce, Tuesday's
☆ Steve Cohen's Point72 fund has likely scored a $100 million gain on Nvidia stock in 2 months as the AI craze persists
  + stars: | 2023-05-30 | by ( Theron Mohamed | ) www.businessinsider.com   time to read: +2 min
Steve Cohen's hedge fund has likely made a $100 million gain on Nvidia after investing last quarter. Cohen recently urged investors to shrug off their fears and ride the "big wave" of AI. Steve Cohen's hedge fund has likely scored a $100 million gain on Nvidia in just two months, thanks to the chipmaker's stock surging on the back of the artificial-intelligence boom. Point72's largest positions included a $523 million stake in Meta Platforms, and more than $400 million worth of stock in both Broadcom and Amazon. He described the burgeoning technology as a "big wave," and predicted it would create new jobs as well as eliminate existing ones.
☆ How Wall Street pros traded 7 of our Club stocks, including Salesforce, in the first quarter
  + stars: | 2023-05-16 | by ( Kevin Stankiewicz | In Kevinstankiewicz | ) www.cnbc.com   time to read: +9 min
Lots of Club holdings, including Nvidia (NVDA) and Alphabet (GOOGL), were among the stocks traded by some of Wall Street's biggest investors and money managers in the first quarter. That firm, Jeffrey Ubben's Inclusive Capital, had owned 1.63 million Salesforce shares at the end of December, worth nearly $217 million at the time. Jeff Smith's Starboard Value also sold some Salesforce shares in Q1, leaving the firm with 2.5 million shares at the end of March. Mason Morfit's ValueAct Capital amplified its Salesforce stake in the first quarter, ending with 3.5 million shares, up from just 560,221 shares at the end of 2022. Loeb's Third Point amassed 4.75 million shares of Alphabet, worth $492.7 million at the end of the first quarter.
☆ Here's how Wall Street pros traded 13 Club stocks last quarter, including Salesforce and Disney
  + stars: | 2023-02-17 | by ( Kevin Stankiewicz | ) www.cnbc.com   time to read: +9 min
Big-name investors and hedge funds made moves in Club holdings Disney (DIS), Nvidia (NVDA) and TJX Companies (TJX) in the fourth quarter. Starboard's position stood at 3.03 million shares — valued at $401.22 million — at the end of the fourth quarter, according to the firm's 13F. Inclusive's 1.63 million shares were worth $216.77 million and ValueAct's 560,221 shares carried a market value of $74.28 million. CRM YTD mountain Salesforce (CRM) YTD performance In addition to Salesforce, a number of other Club holdings appeared in hedge funds' quarterly disclosures. Some of the activists swarming at Salesforce have positions in other Club holdings and made changes to them during the fourth quarter.
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