Featured 13F manager
Duquesne Family Office LLC Stanley Druckenmiller
New York, NY 20 processed 13Fs on this site · 2021 Q3–2026 Q2
- $5.2B
- 86 Positions
- 2026 Q2
- +54.3% QoQ
- Top 5 32.1%
Portfolio
top 5 32.1% · top 10 43.7%
- NTRA - Natera 16.6%
- TSM - Taiwan Semiconductor 5.4%
- STM - Stmicroelectronics 4.5%
- INSM - Insmed 2.9%
- YPF - Ypf Sociedad Anonima · CL D 2.7%
- AMZN - Amazon 2.5%
- Bbb Foods · CL A 2.3%
- GOOGL - Alphabet · CL A 2.3%
- EWZ - Ishares 2.3%
- STX - Seagate 2.2%
- FOXA - Fox · CL A 2.2%
- UAL - United Airls 2.1%
- Other 52.0%
AUM over time
Latest book
| NTRA - Natera | 16.60% | Add +4.0% | 3,186,306 | $271.45 | $865M | +122,700 | +$252M |
| TSM - Taiwan Semiconductor | 5.40% | Add +19.1% | 589,680 | $477.57 | $282M | +94,400 | +$114M |
| STM - Stmicroelectronics | 4.46% | Add +18.8% | 3,102,880 | $74.89 | $232M | +490,000 | +$142M |
| INSM - Insmed | 2.92% | Add +23.4% | 1,424,690 | $106.62 | $152M | +270,600 | −$37M |
| YPF - Ypf Sociedad Anonima · CL D | 2.74% | Reduce −3.0% | 3,138,897 | $45.47 | $143M | −97,065 | −$7M |
| AMZN - Amazon | 2.48% | Add +1082.5% | 541,600 | $238.34 | $129M | +495,800 | +$120M |
| Bbb Foods · CL A | 2.32% | Reduce −6.7% | 2,901,733 | $41.67 | $121M | −207,469 | +$11M |
| GOOGL - Alphabet · CL A | 2.31% | New | 336,300 | $357.37 | $120M | +336,300 | +$120M |
| EWZ - Ishares | 2.28% | Hold | 3,436,170 | $34.50 | $119M | — | — |
| STX - Seagate | 2.26% | Add +140.6% | 122,000 | $965.00 | $118M | +71,300 | +$98M |
| FOXA - Fox · CL A | 2.21% | New | 2,204,600 | $52.16 | $115M | +2,204,600 | +$115M |
| UAL - United Airls | 2.07% | Add +202.8% | 794,795 | $135.99 | $108M | +532,300 | +$84M |
| SE - Sea | 2.02% | Hold | 1,099,905 | $95.83 | $105M | — | — |
| CDW - CDW Corp | 2.01% | New | 743,950 | $140.64 | $105M | +743,950 | +$105M |
| NAMS - Newamsterdam Pharma | 2.00% | Hold | 3,070,146 | $33.89 | $104M | — | — |
| SNDK - Sandisk | 1.52% | Reduce −8.5% | 34,900 | $2,274 | $79M | −3,255 | +$55M |
| RVMD - Revolution Medicines | 1.44% | Add +26.5% | 399,587 | $187.28 | $75M | +83,727 | +$44M |
| BTDR - Bitdeer Technologies Group · CL A | 1.24% | New | 4,074,993 | $15.87 | $65M | +4,074,993 | +$65M |
| CRH - CRH PLC | 1.14% | Add +46.6% | 553,555 | $107.00 | $59M | +176,000 | +$20M |
| DAL - Delta Air Lines | 1.08% | New | 603,000 | $93.66 | $56M | +603,000 | +$56M |
| FLR - Fluor | 0.99% | New | 982,200 | $52.39 | $51M | +982,200 | +$51M |
| DHI - D.R. Horton | 0.93% | New | 299,000 | $162.88 | $49M | +299,000 | +$49M |
| CPNG - Coupang · CL A | 0.89% | Hold | 2,667,485 | $17.37 | $46M | — | — |
| AMD - Advanced Micro Devices | 0.81% | New | 72,900 | $580.91 | $42M | +72,900 | +$42M |
| PANW - Palo Alto Networks | 0.76% | New | 116,650 | $341.02 | $40M | +116,650 | +$40M |
| CLF - Cleveland-Cliffs | 0.76% | Add +82.2% | 4,216,184 | $9.39 | $40M | +1,902,729 | +$20M |
| HUT - Hut 8 | 0.70% | New | 314,150 | $115.44 | $36M | +314,150 | +$36M |
| CAI - Caris Life Sciences | 0.65% | Hold | 1,894,450 | $17.82 | $34M | — | — |
| ARGT - Global X Fds | 0.58% | Reduce −15.1% | 328,800 | $91.30 | $30M | −58,600 | −$6M |
| FOXA - Fox · CL B | 0.57% | New | 632,600 | $46.84 | $30M | +632,600 | +$30M |
| WWD - Woodward | 0.55% | Reduce −68.2% | 67,194 | $425.44 | $29M | −144,161 | −$47M |
| NUVB - Nuvation Bio · CL A | 0.49% | Hold | 4,539,800 | $5.68 | $26M | — | — |
| PTGX - Protagonist Therapeutics | 0.49% | Add +30.8% | 208,900 | $122.58 | $26M | +49,200 | +$9M |
| ROKU - ROKU Inc · CL A | 0.49% | Reduce −75.5% | 184,055 | $138.14 | $25M | −566,135 | −$46M |
| CVCO - Cavco Inds Del | 0.47% | New | 39,500 | $614.38 | $24M | +39,500 | +$24M |
| ADMA - Adma Biologics | 0.45% | Add +80.1% | 2,784,110 | $8.37 | $23M | +1,238,500 | +$9M |
| PURR - Hyperliquid Strategies | 0.44% | New | 2,941,500 | $7.87 | $23M | +2,941,500 | +$23M |
| RMBS - Rambus Del | 0.44% | New | 173,000 | $132.74 | $23M | +173,000 | +$23M |
| RYTM - Rhythm Pharmaceuticals | 0.43% | New | 203,618 | $111.03 | $23M | +203,618 | +$23M |
| SKY - Champion Homes | 0.43% | New | 254,400 | $88.12 | $22M | +254,400 | +$22M |
| DAKT - Daktronics | 0.42% | Add +99.6% | 1,123,109 | $19.56 | $22M | +560,472 | +$11M |
| PCT - Purecycle Technologies | 0.42% | Add +178.4% | 2,681,415 | $8.11 | $22M | +1,718,226 | +$17M |
| SCCO - Southern Copper | 0.41% | Add +1.0% | 123,060 | $174.26 | $21M | +1,217 | +$480K |
| LIN - Linde | 0.41% | Hold | 41,200 | $518.93 | $21M | — | — |
| ENTG - Entegris | 0.41% | New | 118,300 | $179.86 | $21M | +118,300 | +$21M |
| TEVA - Teva Pharmaceutical Inds | 0.41% | Reduce −73.7% | 624,999 | $33.88 | $21M | −1,752,286 | −$50M |
| U - Unity Software | 0.41% | Hold | 738,785 | $28.58 | $21M | — | — |
| AEVA - Aeva Technologies | 0.40% | New | 720,175 | $28.72 | $21M | +720,175 | +$21M |
| RIOT - Riot Platforms | 0.40% | New | 754,800 | $27.38 | $21M | +754,800 | +$21M |
| Q - Qnity | 0.39% | Hold | 125,655 | $163.31 | $21M | — | — |
| EQIX - Equinix | 0.37% | New | 18,450 | $1,042 | $19M | +18,450 | +$19M |
| LRCX - Lam Research | 0.36% | New | 43,600 | $433.33 | $19M | +43,600 | +$19M |
| DFTX - Definium Therapeutics | 0.32% | New | 356,600 | $47.04 | $17M | +356,600 | +$17M |
| BLTE - Belite Bio Sponsored | 0.31% | Hold | 106,100 | $153.99 | $16M | — | — |
| RSP — | 0.30% | New | 74,400 | $212.77 | $16M | +74,400 | +$16M |
| TXG - 10X Genomics · CL A | 0.30% | New | 403,100 | $38.34 | $15M | +403,100 | +$15M |
| WAB - Wabtec | 0.29% | Reduce −40.4% | 56,595 | $269.60 | $15M | −38,300 | −$8M |
| LLY - Eli Lilly & | 0.28% | New | 12,380 | $1,199 | $15M | +12,380 | +$15M |
| XENE - Xenon Pharmaceuticals | 0.28% | Hold | 238,600 | $60.36 | $14M | — | — |
| OLMA - Olema Pharmaceuticals | 0.24% | Hold | 986,827 | $12.51 | $12M | — | — |
| RGEN - Repligen | 0.20% | New | 77,400 | $136.43 | $11M | +77,400 | +$11M |
| RKT - Rocket Cos · CL A | 0.20% | New | 652,220 | $15.75 | $10M | +652,220 | +$10M |
| BIDU - Baidu | 0.19% | New | 88,200 | $114.29 | $10M | +88,200 | +$10M |
| ARM — | 0.19% | Reduce −73.7% | 28,090 | $354.57 | $10M | −78,610 | −$6M |
| CVNA - Carvana · CL A | 0.19% | New | 151,000 | $65.82 | $10M | +151,000 | +$10M |
| RDDT - Reddit · CL A | 0.19% | New | 56,550 | $173.58 | $10M | +56,550 | +$10M |
| AA - Alcoa | 0.19% | Reduce −87.6% | 185,640 | $52.14 | $10M | −1,307,750 | −$89M |
| TMO - Thermo Fisher Scientific | 0.18% | New | 19,200 | $501.35 | $10M | +19,200 | +$10M |
| DHR - Danaher Del | 0.18% | New | 50,300 | $190.48 | $10M | +50,300 | +$10M |
| FFIV - F5 | 0.18% | New | 22,000 | $415.95 | $9M | +22,000 | +$9M |
| VIST - Vista Energy S A B De C V | 0.16% | Hold | 134,700 | $63.80 | $9M | — | — |
| Skeena Res | 0.15% | New | 300,200 | $26.66 | $8M | +300,200 | +$8M |
| JBS — · CL A | 0.15% | Hold | 655,900 | $11.85 | $8M | — | — |
| GLUE - Monte Rosa Therapeutics | 0.14% | New | 297,600 | $24.20 | $7M | +297,600 | +$7M |
| Relay Therapeutics | 0.13% | New | 349,000 | $18.71 | $7M | +349,000 | +$7M |
| DBVT — | 0.12% | Hold | 383,363 | $16.40 | $6M | — | — |
| CCC — | 0.12% | New | 1,170,900 | $5.16 | $6M | +1,170,900 | +$6M |
| UWMC - Uwm · CL A | 0.11% | New | 2,583,000 | $2.29 | $6M | +2,583,000 | +$6M |
| Navitas Semiconductor | 0.11% | New | 311,100 | $17.92 | $6M | +311,100 | +$6M |
| SOLS - Solstice Advanced Matls | 0.11% | Hold | 62,525 | $88.60 | $6M | — | — |
| FTAI - Ftai Aviation | 0.10% | New | 20,200 | $270.54 | $5M | +20,200 | +$5M |
| BEAM - Beam Therapeutics | 0.10% | New | 153,600 | $34.32 | $5M | +153,600 | +$5M |
| AUR - Aurora Innovation · CLASS A | 0.08% | New | 633,700 | $6.82 | $4M | +633,700 | +$4M |
| IREN - IREN Limited | 0.08% | New | 87,100 | $45.73 | $4M | +87,100 | +$4M |
| Holding | 0.06% | New | 59,500 | $50.03 | $3M | +59,500 | +$3M |
| WVE - Wave Life Sciences | 0.02% | Hold | 173,000 | $5.81 | $1M | — | — |
Showing top 50 of 86 by value
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2026 Q1
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| AVGO - Broadcom | 1.80% | Exit | 0 | $309.51 | $61M | −195,955 | −$61M |
| OPCH - Option Care Health | 1.49% | Exit | 0 | $26.92 | $50M | −1,868,550 | −$50M |
| FIGR - Figure Technology Solutio · CL A | 1.16% | Exit | 0 | $33.95 | $39M | −1,150,415 | −$39M |
| QSR - Restaurant Brands Intl | 0.99% | Exit | 0 | $73.90 | $34M | −454,435 | −$34M |
| LSCC - Lattice Semiconductor | 0.89% | Exit | 0 | $92.76 | $30M | −323,135 | −$30M |
| HUM - Humana | 0.71% | Exit | 0 | $173.39 | $24M | −137,505 | −$24M |
| TWLO - Twilio · CL A | 0.68% | Exit | 0 | $125.82 | $23M | −181,760 | −$23M |
| JBL - Jabil | 0.65% | Exit | 0 | $265.63 | $22M | −82,200 | −$22M |
| GSG - Ishares S&P Gsci Commodity- | 0.61% | Exit | 0 | $32.25 | $21M | −643,000 | −$21M |
| BE - Bloom Energy · CL A | 0.55% | Exit | 0 | $135.49 | $18M | −136,320 | −$18M |
| INTC - Intel | 0.54% | Exit | 0 | $44.13 | $18M | −411,400 | −$18M |
| NET - Cloudflare · CL A | 0.32% | Exit | 0 | $206.34 | $11M | −52,535 | −$11M |
| LYB - Lyondellbasell Industries | 0.31% | Exit | 0 | $80.56 | $11M | −131,435 | −$11M |
| TWST - Twist Bioscience | 0.29% | Exit | 0 | $47.52 | $10M | −206,000 | −$10M |
| COHR - Coherent | 0.29% | Exit | 0 | $238.22 | $10M | −40,400 | −$10M |
| CLS - Celestica | 0.28% | Exit | 0 | $281.68 | $9M | −33,275 | −$9M |
| STUB - Stubhub · CL A | 0.25% | Exit | 0 | $6.24 | $9M | −1,367,177 | −$9M |
| MU - Micron Technology | 0.23% | Exit | 0 | $337.82 | $8M | −23,400 | −$8M |
| SATS - Echostar · CL A | 0.21% | Exit | 0 | $117.07 | $7M | −60,765 | −$7M |
| ALM - Almonty Inds | 0.20% | Exit | 0 | $14.48 | $7M | −469,880 | −$7M |
| LITE - Lumentum | 0.14% | Exit | 0 | $702.71 | $5M | −6,963 | −$5M |
| MELI - Mercadolibre | 0.14% | Exit | 0 | $1,729 | $5M | −2,766 | −$5M |
| WST - Westlake | 0.07% | Exit | 0 | $116.83 | $2M | −21,194 | −$2M |
Filings history
20 periods · normalized AUM · open a period for holdings
| Period | Holdings | AUM | QoQ | Form | Filed | Filing ID |
|---|---|---|---|---|---|---|
| 2026 Q2 | 95 | $5.2B | +54.3% | 13F-HR | 8/14/2026 | 000153641126000006 |
| 2026 Q1 | 70 | $3.4B | −24.9% | 13F-HR | 5/15/2026 | 000153641126000004 |
| 2025 Q4 | 62 | $4.5B | +10.6% | 13F-HR | 2/17/2026 | 000153641126000002 |
| 2025 Q3 | 65 | $4.1B | −0.2% | 13F-HR | 11/14/2025 | 000153641125000017 |
| 2025 Q2 | 69 | $4.1B | +33.0% | 13F-HR | 8/15/2025 | 000153641125000011 |
| 2025 Q1 | 52 | $3.1B | −17.8% | 13F-HR | 5/15/2025 | 000153641125000008 |
| 2024 Q4 | 78 | $3.7B | +26.1% | 13F-HR | 2/14/2025 | 000153641125000006 |
| 2024 Q3 | 75 | $3B | +1.2% | 13F-HR | 11/14/2024 | 000153641124000009 |
| 2024 Q2 | 64 | $2.9B | −33.5% | 13F-HR | 8/14/2024 | 000153641124000007 |
| 2024 Q1 | 73 | $4.4B | +30.9% | 13F-HR | 5/15/2024 | 000153641124000005 |
| 2023 Q4 | 51 | $3.4B | +20.3% | 13F-HR | 2/14/2024 | 000153641124000002 |
| 2023 Q3 | 41 | $2.8B | −3.1% | 13F-HR | 11/14/2023 | 000153641123000008 |
| 2023 Q2 | 53 | $2.9B | +24.6% | 13F-HR | 8/14/2023 | 000153641123000006 |
| 2023 Q1 | 48 | $2.3B | +14.3% | 13F-HR | 5/15/2023 | 000153641123000005 |
| 2022 Q4 | 58 | $2B | +14.6% | 13F-HR | 2/14/2023 | 000153641123000003 |
| 2022 Q3 | 65 | $1.8B | +27.6% | 13F-HR | 11/14/2022 | 000153641122000009 |
| 2022 Q2 | 43 | $1.4B | −40.1% | 13F-HR | 8/15/2022 | 000153641122000007 |
| 2022 Q1 | 51 | $2.3B | −16.4% | 13F-HR | 5/16/2022 | 000153641122000005 |
| 2021 Q4 | 49 | $2.8B | −10.5% | 13F-HR | 2/14/2022 | 000153641122000003 |
| 2021 Q3 | 49 | $3.1B | — | 13F-HR | 11/15/2021 | 000153641121000008 |
About
Duquesne Family Office LLC
20 processed 13Fs on this site · 2021 Q3–2026 Q2