Legendary investor Stanley Druckenmiller's Duquesne Family Office significantly restructured its investment portfolio in the second quarter of this year, with the latest 13F filing revealing its main operations:

Heavily investing in AI infrastructure and large technology platforms: Expanding Amazon holdings by over 1000% to 541,600 shares, establishing a new position of 336,300 shares in Google (Alphabet Class A shares), and adding call options for Meta Platforms and Tesla.
Major reshuffle in semiconductor holdings: Completely liquidating positions in three major semiconductor giants: Broadcom, Intel, and Micron, while establishing a new position of 72,900 shares in AMD and increasing holdings in TSMC.
Returning to Chinese concept stocks: For the first time in approximately two years, buying 88,000 shares of Baidu, signaling a marginal shift in its attitude towards the Chinese technology sector.
Betting on data center infrastructure: Purchasing over 4 million shares of Bitdeer Technologies Group and establishing a new position of 754,800 shares in Riot Platforms, both related to cryptocurrency mining and data center hashrate infrastructure.
Other adjustments: Establishing new positions in Delta Air Lines, United Airlines, and Fox Corp, while liquidating Cloudflare and MercadoLibre, and significantly reducing holdings in Alcoa and Arm Holdings.