Duquesne Family Office adds Alphabet, Riot in Q2, exits Intel, Micron Technology

Duquesne Family Office, founded by Stanley Druckenmiller, reported Q2 portfolio changes that increased exposure to Alphabet while also adding Riot Platforms. At the same time, it exited positions in Intel and Micron Technology. The article is a standard 13F-style holdings update and does not indicate a direct operational catalyst for Alphabet itself, but the move signals continued institutional interest in large-cap AI/advertising exposure via Alphabet and a more selective stance on semiconductors, while also showing interest in bitcoin-linked equities through Riot. Market impact is limited by the filing nature of the news, but the trades can influence sentiment around the mentioned names, especially GOOG/GOOGL as a favored long-term institutional holding.