Stanley Druckenmiller13F · Q2 2026
Duquesne Family Office Portfolio and 13F Holdings
As of Jun 30, 2026, filed Aug 14, 2026. The top 10 positions make up 52.4% of the reported portfolio.
$4.35MReported value
86Holdings
44New positions
23Positions closed
Holdings
| # | Stock | Value | % of total | vs. Q1 2026 |
|---|---|---|---|---|
| 1 | NTRA Natera Inc | $865K | 19.86% | ▲ +4.0% |
| 2 | TSM Taiwan Semiconductor Manufac | $282K | 6.47% | ▲ +19.1% |
| 3 | STM Stmicroelectronics N V | $232K | 5.34% | ▲ +18.8% |
| 4 | INSM Insmed Inc | $152K | 3.49% | ▲ +23.4% |
| 5 | YPF Ypf Sociedad Anonima | $143K | 3.28% | ▼ −3.0% |
| 6 | AMZN Amazon Com Inc | $129K | 2.96% | ▲ +1082.5% |
| 7 | TBBB Bbb Foods Inc | $121K | 2.78% | ▼ −6.7% |
| 8 | GOOGL Alphabet Inc | $120K | 2.76% | ▲ New |
| 9 | EWZ Ishares Inc | $119K | 2.72% | No change |
| 10 | STX Seagate Technology Hldngs Pl | $118K | 2.70% | ▲ +140.6% |
| 11 | FOXA Fox Corp | $115K | 2.64% | ▲ New |
| 12 | UAL United Airls Hldgs Inc | $108K | 2.48% | ▲ +202.8% |
| 13 | SE Sea Ltd | $105K | 2.42% | No change |
| 14 | CDW Cdw Corp | $105K | 2.40% | ▲ New |
| 15 | NAMS Newamsterdam Pharma Company | $104K | 2.39% | No change |
| 16 | SNDK Sandisk Corp | $79K | 1.82% | ▼ −8.5% |
| 17 | RVMD Revolution Medicines Inc | $75K | 1.72% | ▲ +26.5% |
| 18 | BTDR Bitdeer Technologies Group | $65K | 1.49% | ▲ New |
| 19 | CRH Crh Plc | $59K | 1.36% | ▲ +46.6% |
| 20 | DAL Delta Air Lines Inc | $56K | 1.30% | ▲ New |
| 21 | FLR Fluor Corp | $51K | 1.18% | ▲ New |
| 22 | DHI D R Horton Inc | $49K | 1.12% | ▲ New |
| 23 | CPNG Coupang Inc | $46K | 1.06% | No change |
| 24 | AMD Advanced Micro Devices Inc | $42K | 0.97% | ▲ New |
| 25 | PANW Palo Alto Networks Inc | $40K | 0.91% | ▲ New |
| 26 | CLF Cleveland-Cliffs Inc New | $40K | 0.91% | ▲ +82.2% |
| 27 | HUT Hut 8 Corp | $36K | 0.83% | ▲ New |
| 28 | CAI Caris Life Sciences Inc | $34K | 0.78% | No change |
| 29 | ARGT Global X Fds | $30K | 0.69% | ▼ −15.1% |
| 30 | FOX Fox Corp | $30K | 0.68% | ▲ New |
| 31 | WWD Woodward Inc | $29K | 0.66% | ▼ −68.2% |
| 32 | NUVB Nuvation Bio Inc | $26K | 0.59% | No change |
| 33 | PTGX Protagonist Therapeutics Inc | $26K | 0.59% | ▲ +30.8% |
| 34 | ROKU Roku Inc | $25K | 0.58% | ▼ −75.5% |
| 35 | CVCO Cavco Inds Inc Del | $24K | 0.56% | ▲ New |
| 36 | ADMA Adma Biologics Inc | $23K | 0.54% | ▲ +80.1% |
| 37 | PURR Hyperliquid Strategies Inc | $23K | 0.53% | ▲ New |
| 38 | RMBS Rambus Inc Del | $23K | 0.53% | ▲ New |
| 39 | RYTM Rhythm Pharmaceuticals Inc | $23K | 0.52% | ▲ New |
| 40 | SKY Champion Homes Inc | $22K | 0.51% | ▲ New |
| 41 | DAKT Daktronics Inc | $22K | 0.50% | ▲ +99.6% |
| 42 | PCT Purecycle Technologies Inc | $22K | 0.50% | ▲ +178.4% |
| 43 | SCCO Southern Copper Corp | $21K | 0.49% | ▲ +1.0% |
| 44 | LIN Linde Plc | $21K | 0.49% | No change |
| 45 | ENTG Entegris Inc | $21K | 0.49% | ▲ New |
| 46 | TEVA Teva Pharmaceutical Inds Ltd | $21K | 0.49% | ▼ −73.7% |
| 47 | U Unity Software Inc | $21K | 0.48% | No change |
| 48 | AEVA Aeva Technologies Inc | $21K | 0.48% | ▲ New |
| 49 | RIOT Riot Platforms Inc | $21K | 0.47% | ▲ New |
| 50 | Q Qnity Electronics Inc | $21K | 0.47% | No change |
| 51 | EQIX Equinix Inc | $19K | 0.44% | ▲ New |
| 52 | LRCX Lam Research Corp | $19K | 0.43% | ▲ New |
| 53 | DFTX Definium Therapeutics Inc | $17K | 0.39% | ▲ New |
| 54 | BLTE Belite Bio Inc Sponsored | $16K | 0.38% | No change |
| 55 | RSP Invesco Exchange Traded Fd T | $16K | 0.36% | ▲ New |
| 56 | TXG 10X Genomics Inc | $15K | 0.35% | ▲ New |
| 57 | WAB Wabtec | $15K | 0.35% | ▼ −40.4% |
| 58 | LLY Eli Lilly & Co | $15K | 0.34% | ▲ New |
| 59 | XENE Xenon Pharmaceuticals Inc | $14K | 0.33% | No change |
| 60 | OLMA Olema Pharmaceuticals Inc | $12K | 0.28% | No change |
| 61 | RGEN Repligen Corp | $11K | 0.24% | ▲ New |
| 62 | RKT Rocket Cos Inc | $10K | 0.24% | ▲ New |
| 63 | BIDU Baidu Inc | $10K | 0.23% | ▲ New |
| 64 | ARM Arm Holdings Plc | $10K | 0.23% | ▼ −73.7% |
| 65 | CVNA Carvana Co | $10K | 0.23% | ▲ New |
| 66 | RDDT Reddit Inc | $10K | 0.23% | ▲ New |
| 67 | AA Alcoa Corp | $10K | 0.22% | ▼ −87.6% |
| 68 | TMO Thermo Fisher Scientific Inc | $10K | 0.22% | ▲ New |
| 69 | DHR Danaher Corp Del | $10K | 0.22% | ▲ New |
| 70 | FFIV F5 Inc | $9K | 0.21% | ▲ New |
| 71 | VIST Vista Energy S.A.B. De C.V. | $9K | 0.20% | No change |
| 72 | SKE Skeena Res Ltd New | $8K | 0.18% | ▲ New |
| 73 | JBS Jbs N.V. | $8K | 0.18% | No change |
| 74 | GLUE Monte Rosa Therapeutics Inc | $7K | 0.17% | ▲ New |
| 75 | RLAY Relay Therapeutics Inc | $7K | 0.15% | ▲ New |
| 76 | DBVT Dbv Technologies S A Sponsored | $6K | 0.14% | No change |
| 77 | CCC Ccc Intelligent Solutions Hl | $6K | 0.14% | ▲ New |
| 78 | UWMC Uwm Holdings Corporation | $6K | 0.14% | ▲ New |
| 79 | NVTS Navitas Semiconductor Corp | $6K | 0.13% | ▲ New |
| 80 | SOLS Solstice Advanced Matls Inc | $6K | 0.13% | No change |
| 81 | FTAI Ftai Aviation Ltd | $5K | 0.13% | ▲ New |
| 82 | BEAM Beam Therapeutics Inc | $5K | 0.12% | ▲ New |
| 83 | AUR Aurora Innovation Inc | $4K | 0.10% | ▲ New |
| 84 | IREN Iren Limited | $4K | 0.09% | ▲ New |
| 85 | GGAL Grupo Financiero Galicia S.A | $3K | 0.07% | ▲ New |
| 86 | WVE Wave Life Sciences Ltd | $1K | 0.02% | No change |
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Closed since Q1 2026
| Stock | Shares last quarter | Value last quarter |
|---|---|---|
| AVGO Broadcom Inc | 195,955 | $61K |
| OPCH Option Care Health Inc | 1,868,550 | $50K |
| FIGR Figure Technology Solutio | 1,150,415 | $39K |
| QSR Restaurant Brands Intl Inc | 454,435 | $34K |
| LSCC Lattice Semiconductor Corp | 323,135 | $30K |
| HUM Humana Inc | 137,505 | $24K |
| TWLO Twilio Inc | 181,760 | $23K |
| JBL Jabil Inc | 82,200 | $22K |
| GSG Ishares S&P Gsci Commodity- | 643,000 | $21K |
| BE Bloom Energy Corp | 136,320 | $18K |
| INTC Intel Corp | 411,400 | $18K |
| NET Cloudflare Inc | 52,535 | $11K |
| LYB Lyondellbasell Industries Nv | 131,435 | $11K |
| TWST Twist Bioscience Corp | 206,000 | $10K |
| COHR Coherent Corp | 40,400 | $10K |
| CLS Celestica Inc | 33,275 | $9K |
| STUB Stubhub Hldgs Inc | 1,367,177 | $9K |
| MU Micron Technology Inc | 23,400 | $8K |
| ECHO Echostar Corp | 60,765 | $7K |
| ALM Almonty Inds Inc | 469,880 | $7K |
| LITE Lumentum Hldgs Inc | 6,963 | $5K |
| MELI Mercadolibre Inc | 2,766 | $5K |
| WLK Westlake Corporation | 21,194 | $2K |
Source: SEC Form 13F-HR, accession 0001536411-26-000006, retrieved Oct 28, 2026. How we read filings
A 13F shows long U.S. stock positions at quarter end only. It leaves out shorts, cash, bonds, most non-U.S. holdings and anything bought or sold since. Positions in listed options are not included in this table. What a 13F can't tell you →