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.
根據該公司週三晚些時候向美國證券交易委員會提交的13F報告，由前對沖基金經理斯坦利·德魯肯米勒經營的杜肯家族辦公室在中斷一年後已重新開設Palantir Technologies, Inc.（紐約證券交易所代碼：PLTR）的頭寸。
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.
發生了什麼：報告顯示，杜肯家族辦公室在第一季度收購了Palantir的769,965股股票。該公司此前曾在2023年第一季度持有其投資組合中的股票，並在下一季度拋售了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.
該公司在2021年第一季度首次收購了Palantir，從那時起直到203年第一季度，Palantir一直是其投資組合中的主要產品。以下是帕蘭蒂爾控股公司在此期間的運作情況。
| 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 |
| 時期 | Palantir 的股票數量 |
| 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 於 2020 年 9 月上市。一位社交媒體用戶指出，杜肯家族辦公室是最早投資Palantir的公司之一，並以每股8美元的價格出售了這些股票。他說，該公司利用出售Palantir的收益在2023年第二季度鞏固了其NVIDIA公司（納斯達克股票代碼：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.
從那以後，英偉達的股價一直強勁上漲。德魯肯米勒的公司利用這筆準備金從桌子上扣錢。該公司在2023年第四季度末持有英偉達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.
爲何重要：數據分析公司Palantir自轉向人工智能以來，其基本面有所改善。該公司名爲AIP的專有人工智能平台已獲得客戶的廣泛接受。
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.
隨着收入指引的公佈，其本月早些時候公佈的第一季度業績在投資者中表現不佳。憑藉美國商業業務的實力，該公司報告了本季度的收入超過預期。
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.
季度業績公佈後，Wedbush的丹尼爾·艾夫斯（Palantir Bull）對喜憂參半的業績不屑一顧。艾夫斯說：“我們全神貫注於人工智能的發展，AIP處於領先地位，帕蘭蒂爾再次在這方面提供了強勁的數字。”他還建議就任何潛在的弱點增加倉位。
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.
根據Benzinga Pro的數據，在週五的盤前交易中，Palantir股價上漲0.65％，至21.79美元。該股今年迄今已上漲26％。
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譯文內容由第三人軟體翻譯。