Duquesne Family Office’s New Bets Take Shape

The Essential

Duquesne Family Office Cuts Back — Then Loads Up on New Bets

Stan Druckenmiller shrank his U.S. portfolio but opened 30 new positions, including fresh moves into chips and Argentina.

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Demand for data centers, chips, and energy is creating new tailwinds for developing economies.

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OpenAI and Anthropic may soak up so much of the available capital that a broader recovery of VC may not happen until 2027.

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