Duquesne Family Office (Stanley Druckenmiller)
What Duquesne Family Office (Stanley Druckenmiller) held at the end of Q2 2026, from its 13F filed on 2026-08-14, against Q1 2026. US-listed shares only; 9 option positions left out. Its filings at the SEC ›
Value
$4.35M
Q2 2026
Positions
86
shares, no options
Top 10
52%
of the portfolio
Changes
+59 / −33
44 new, 23 sold out
Holdings at the end of Q2 2026
| Company | Share of portfolio | Shares | Value | Change |
|---|---|---|---|---|
| NTRANatera Inc | 19.86% | 3,186,306 | $864,923 | Added 4% |
| TSMTaiwan Semiconductor Manufac · SPONSORED ADS | 6.47% | 589,680 | $281,613 | Added 19% |
| STMStmicroelectronics N V · NY REGISTRY | 5.34% | 3,102,880 | $232,375 | Added 19% |
| INSMInsmed Inc · COM PAR $.01 | 3.49% | 1,424,690 | $151,900 | Added 23% |
| YPFYpf Sociedad Anonima · SPON ADR CL D | 3.28% | 3,138,897 | $142,726 | Reduced 3% |
| AMZNAmazon Com Inc | 2.96% | 541,600 | $129,085 | Added 1083% |
| TBBBBbb Foods Inc · CL A COM | 2.78% | 2,901,733 | $120,915 | Reduced 7% |
| GOOGLAlphabet Inc · CAP STK CL A | 2.76% | 336,300 | $120,184 | New |
| EWZIshares Inc · MSCI BRAZIL ETF | 2.72% | 3,436,170 | $118,548 | Unchanged |
| STXSeagate Technology Hldngs Pl · ORD SHS | 2.70% | 122,000 | $117,730 | Added 141% |
| FOXAFox Corp · CL A COM | 2.64% | 2,204,600 | $114,992 | New |
| UALUnited Airls Hldgs Inc | 2.48% | 794,795 | $108,084 | Added 203% |
| SESea Ltd · SPONSORD ADS | 2.42% | 1,099,905 | $105,404 | Unchanged |
| CDWCdw Corp | 2.40% | 743,950 | $104,629 | New |
| NAMSNewamsterdam Pharma Company · ORDINARY SHARES | 2.39% | 3,070,146 | $104,047 | Unchanged |
| SNDKSandisk Corp | 1.82% | 34,900 | $79,353 | Reduced 9% |
| RVMDRevolution Medicines Inc | 1.72% | 399,587 | $74,835 | Added 27% |
| BTDRBitdeer Technologies Group · CL A ORD SHS | 1.49% | 4,074,993 | $64,670 | New |
| CRHCrh Plc · ORD | 1.36% | 553,555 | $59,230 | Added 47% |
| DALDelta Air Lines Inc | 1.30% | 603,000 | $56,477 | New |
| FLRFluor Corp | 1.18% | 982,200 | $51,457 | New |
| DHID R Horton Inc | 1.12% | 299,000 | $48,701 | New |
| CPNGCoupang Inc · CL A | 1.06% | 2,667,485 | $46,334 | Unchanged |
| AMDAdvanced Micro Devices Inc | 0.97% | 72,900 | $42,348 | New |
| PANWPalo Alto Networks Inc | 0.91% | 116,650 | $39,780 | New |
| CLFCleveland-Cliffs Inc New | 0.91% | 4,216,184 | $39,590 | Added 82% |
| HUTHut 8 Corp | 0.83% | 314,150 | $36,267 | New |
| CAICaris Life Sciences Inc | 0.78% | 1,894,450 | $33,759 | Unchanged |
| ARGTGlobal X Fds · GB MSCI AR ETF | 0.69% | 328,800 | $30,019 | Reduced 15% |
| FOXFox Corp · CL B COM | 0.68% | 632,600 | $29,631 | New |
| WWDWoodward Inc | 0.66% | 67,194 | $28,587 | Reduced 68% |
| NUVBNuvation Bio Inc · COM CL A | 0.59% | 4,539,800 | $25,786 | Unchanged |
| PTGXProtagonist Therapeutics Inc | 0.59% | 208,900 | $25,607 | Added 31% |
| ROKURoku Inc · COM CL A | 0.58% | 184,055 | $25,425 | Reduced 75% |
| CVCOCavco Inds Inc Del | 0.56% | 39,500 | $24,268 | New |
| ADMAAdma Biologics Inc | 0.54% | 2,784,110 | $23,303 | Added 80% |
| PURRHyperliquid Strategies Inc | 0.53% | 2,941,500 | $23,150 | New |
| RMBSRambus Inc Del | 0.53% | 173,000 | $22,964 | New |
| RYTMRhythm Pharmaceuticals Inc | 0.52% | 203,618 | $22,608 | New |
| SKYChampion Homes Inc | 0.51% | 254,400 | $22,418 | New |
| DAKTDaktronics Inc | 0.50% | 1,123,109 | $21,968 | Added 100% |
| PCTPurecycle Technologies Inc | 0.50% | 2,681,415 | $21,746 | Added 178% |
| SCCOSouthern Copper Corp | 0.49% | 123,060 | $21,444 | Added 1% |
| LINLinde Plc · SHS | 0.49% | 41,200 | $21,380 | Unchanged |
| ENTGEntegris Inc | 0.49% | 118,300 | $21,277 | New |
| Teva Pharmaceutical Inds Ltd · SPONSORED ADS | 0.49% | 624,999 | $21,175 | Reduced 74% |
| UUnity Software Inc | 0.48% | 738,785 | $21,114 | Unchanged |
| AEVAAeva Technologies Inc | 0.48% | 720,175 | $20,683 | New |
| RIOTRiot Platforms Inc | 0.47% | 754,800 | $20,666 | New |
| QQnity Electronics Inc | 0.47% | 125,655 | $20,521 | Unchanged |
| EQIXEquinix Inc | 0.44% | 18,450 | $19,232 | New |
| LRCXLam Research Corp | 0.43% | 43,600 | $18,893 | New |
| DFTXDefinium Therapeutics Inc · COM SHS | 0.39% | 356,600 | $16,774 | New |
| BLTEBelite Bio Inc Sponsored · ADS | 0.38% | 106,100 | $16,338 | Unchanged |
| RSPInvesco Exchange Traded Fd T · S&P500 EQL WGT | 0.36% | 74,400 | $15,830 | New |
| TXG10X Genomics Inc · CL A COM | 0.35% | 403,100 | $15,455 | New |
| WABWabtec | 0.35% | 56,595 | $15,258 | Reduced 40% |
| LLYEli Lilly & Co | 0.34% | 12,380 | $14,849 | New |
| XENEXenon Pharmaceuticals Inc | 0.33% | 238,600 | $14,402 | Unchanged |
| OLMAOlema Pharmaceuticals Inc | 0.28% | 986,827 | $12,345 | Unchanged |
| RGENRepligen Corp | 0.24% | 77,400 | $10,560 | New |
| RKTRocket Cos Inc · COM CL A | 0.24% | 652,220 | $10,272 | New |
| BIDUBaidu Inc · SPON ADR REP A | 0.23% | 88,200 | $10,080 | New |
| ARMArm Holdings Plc · SPONSORED ADS | 0.23% | 28,090 | $9,960 | Reduced 74% |
| CVNACarvana Co · CL A | 0.23% | 151,000 | $9,939 | New |
| RDDTReddit Inc · CL A | 0.23% | 56,550 | $9,816 | New |
| AAAlcoa Corp | 0.22% | 185,640 | $9,679 | Reduced 88% |
| TMOThermo Fisher Scientific Inc | 0.22% | 19,200 | $9,626 | New |
| DHRDanaher Corp Del | 0.22% | 50,300 | $9,581 | New |
| FFIVF5 Inc | 0.21% | 22,000 | $9,151 | New |
| VISTVista Energy S.A.B. De C.V. · SPONSORED ADS | 0.20% | 134,700 | $8,594 | Unchanged |
| SKESkeena Res Ltd New | 0.18% | 300,200 | $8,003 | New |
| JBSJbs N.V. · CL A SHS | 0.18% | 655,900 | $7,772 | Unchanged |
| GLUEMonte Rosa Therapeutics Inc | 0.17% | 297,600 | $7,202 | New |
| RLAYRelay Therapeutics Inc | 0.15% | 349,000 | $6,530 | New |
| DBVTDbv Technologies S A Sponsored · ADS | 0.14% | 383,363 | $6,287 | Unchanged |
| CCCCcc Intelligent Solutions Hl | 0.14% | 1,170,900 | $6,042 | New |
| UWMCUwm Holdings Corporation · COM CL A | 0.14% | 2,583,000 | $5,915 | New |
| NVTSNavitas Semiconductor Corp | 0.13% | 311,100 | $5,575 | New |
| SOLSSolstice Advanced Matls Inc · COM SHS | 0.13% | 62,525 | $5,540 | Unchanged |
| FTAIFtai Aviation Ltd · SHS | 0.13% | 20,200 | $5,465 | New |
| BEAMBeam Therapeutics Inc | 0.12% | 153,600 | $5,272 | New |
| AURAurora Innovation Inc · CLASS A COM | 0.10% | 633,700 | $4,322 | New |
| IRENIren Limited · ORDINARY SHARES | 0.09% | 87,100 | $3,983 | New |
| GGALGrupo Financiero Galicia S.A · SPONSORED ADR | 0.07% | 59,500 | $2,977 | New |
| Wave Life Sciences Ltd · SHS | 0.02% | 173,000 | $1,005 | Unchanged |
Sold out in Q2 2026
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Two years of filings
| Quarter | Positions | Value | Filed |
|---|---|---|---|
| 2026-06-30 | 86 positions | $4.35M | 2026-08-14 |
| 2026-03-31 | 65 positions | $2.94M | 2026-05-15 |
| 2025-12-31 | 58 positions | $4.22M | 2026-02-17 |
| 2025-09-30 | 62 positions | $3.93M | 2025-11-14 |
| 2025-06-30 | 65 positions | $3.91M | 2025-08-15 |
| 2025-03-31 | 49 positions | $2.98M | 2025-05-15 |
| 2024-12-31 | 74 positions | $3.55M | 2025-02-14 |
| 2024-09-30 | 72 positions | $2.85M | 2024-11-14 |
How to read it
A 13F lists US-listed shares and options at a quarter's end, filed up to 45 days later. “Added” and “reduced” compare the share counts of two quarter-ends; a correcting amendment replaces the original. Short positions, cash and holdings outside the US are not in it. None of this is advice.