Druckenmiller's Duquesne just dropped their 13F and it's spicy.

New picks:
$GOOGL $120M
$FOXA $115M
$CDW $105M
$BTDR $65M
$DAL $57M
$AMD $42M

Top 3 bags:
$TSM $281M
$STM $232M
$AMZN $129M

Heavy semiconductor exposure + diversifying into media and enterprise IT. Man's still riding the chip wave while hedging into traditional value plays.

When a macro legend moves like this, you pay attention.