Druckenmiller Back In Palantir Game: Duquesne Rebuys Into AI Play After Year-Long Gap, Slashing Nvidia Stake
Druckenmiller Back In Palantir Game: Duquesne Rebuys Into AI Play After Year-Long Gap, Slashing Nvidia Stake
Duquesne Family Office, run by former hedge-fund manager Stanley Druckenmiller, has reopened a position in Palantir Technologies, Inc. (NYSE:PLTR) after a year's hiatus, according to the 13F report filed by the firm with the SEC late Wednesday.
根据该公司周三晚些时候向美国证券交易委员会提交的13F报告，由前对冲基金经理斯坦利·德鲁肯米勒经营的杜肯家族办公室在中断一年后已重新开设Palantir Technologies, Inc.（纽约证券交易所代码：PLTR）的头寸。
What Happened: Duquesne Family Office picked up 769,965 shares of Palantir in the first quarter, the report revealed. The firm had previously held the stock in its portfolio in the first quarter of 2023 and dumped the entire Palantir holdings the next quarter.
发生了什么：报告显示，杜肯家族办公室在第一季度收购了Palantir的769,965股股票。该公司此前曾在2023年第一季度持有其投资组合中的股票，并在下一季度抛售了Palantir的全部股份。
The firm bought Palantir for the first time in the first quarter of 2021, and from then on until the 203-first quarter Palantir was a staple in its portfolio. Here's how the Palantir holding panned out during the period.
该公司在2021年第一季度首次收购了Palantir，从那时起直到203年第一季度，Palantir一直是其投资组合中的主要产品。以下是帕兰蒂尔控股公司在此期间的运作情况。
| Period | Number of Palantir Shares |
| Q1'24 | 769,965 |
| Q1'23 | 700,707 |
| Q4'22 | 1,270,707 |
| Q3'22 | 2,421,282 |
| Q2'22 | 4,255,412 |
| Q1'22 | 3,340,537 |
| Q4'21 | 1,632,937 |
| Q3'21 | 1,632,937 |
| Q2'21 | 4,013,692 |
| Q1'21 | 5,983,992 |
| 时期 | Palantir 的股票数量 |
| Q1'24 | 769,965 |
| Q1'23 | 700,707 |
| Q4'22 | 1,270,707 |
| Q3'22 | 2,421,282 |
| Q2'22 | 4,255,412 |
| Q1'22 | 3,340,537 |
| Q4'21 | 1,632,937 |
| Q3'21 | 1,632,937 |
| Q2'21 | 4,013,692 |
| Q1'21 | 5,983,992 |
Palantir went public in September 2020. A social media user noted that Duquesne Family Office was among the first to invest in Palantir and sold the shares at $8 apiece. The firm used the proceeds from Palantir sales to steepen its NVIDIA Corp (NASDAQ:NVDA) stake in the second quarter of 2023, he said.
Palantir 于 2020 年 9 月上市。一位社交媒体用户指出，杜肯家族办公室是最早投资Palantir的公司之一，并以每股8美元的价格出售了这些股票。他说，该公司利用出售Palantir的收益在2023年第二季度巩固了其NVIDIA公司（纳斯达克股票代码：NVDA）的股份。
Nvidia shares have run up strongly since then. Druckenmiller's firm used the run-up to take money off the table. The firm, which held 1,106,994 Nvidia shares at the end of the fourth quarter of 2023, sold all but 175,943 shares at the end of the first quarter of 2024.
从那以后，英伟达的股价一直强劲上涨。德鲁肯米勒的公司利用这笔准备金从桌子上扣钱。该公司在2023年第四季度末持有英伟达1,106,994股股票，在2024年第一季度末出售了除175,943股以外的所有股票。
Why It's Important: Data analytics company Palantir has seen its fundamentals improve ever since it pivoted to AI. The company's proprietary AI platform, called AIP, has found huge acceptance among customers.
为何重要：数据分析公司Palantir自转向人工智能以来，其基本面有所改善。该公司名为AIP的专有人工智能平台已获得客户的广泛接受。
Its first quarter results released earlier this month did not go down well with investors as the revenue guidance came to light. Riding on the strength of the U.S. commercial business, the company reported a revenue beat for the quarter.
随着收入指引的公布，其本月早些时候公布的第一季度业绩在投资者中表现不佳。凭借美国商业业务的实力，该公司报告了本季度的收入超过预期。
Following the quarterly results, Wedbush's Daniel Ives, a Palantir bull, shrugged off the mixed results. "We are laser-focused on the AI story playing out with AIP leading the way and Palantir delivered robust numbers on this front yet again," Ives said. He also recommended adding to positions on any potential weakness.
季度业绩公布后，Wedbush的丹尼尔·艾夫斯（Palantir Bull）对喜忧参半的业绩不屑一顾。艾夫斯说：“我们全神贯注于人工智能的发展，AIP处于领先地位，帕兰蒂尔再次在这方面提供了强劲的数字。”他还建议就任何潜在的弱点增加仓位。
In premarket trading on Friday, Palantir stock rose 0.65% to $21.79, according to Benzinga Pro data. The stock has gained 26% year-to-date.
根据Benzinga Pro的数据，在周五的盘前交易中，Palantir股价上涨0.65％，至21.79美元。该股今年迄今已上涨26％。
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