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Duquesne Family Office LLC Stanley Druckenmiller

New York, NY 20 processed 13Fs on this site, 2021 Q3 to 2026 Q2

  • $5.2B
  • 86 holdings
  • 2026 Q2
  • +54.3% QoQ
  • Top 5 32.1%

Stanley Druckenmiller's biggest moves in 2026 Q2 were opening Alphabet and Fox, adding to Insmed and Amazon, trimming Alcoa and Teva Pharmaceutical Industries, and selling out of Broadcom and Option Care Health.

Portfolio

2026 Q2, filed 8/14/2026, top 12 of 86 holdings

Top 5 32.1%, top 10 43.7%

  1. NTRA, Natera 16.6%
  2. TSM, Taiwan Semiconductor 5.4%
  3. STM, Stmicroelectronics 4.5%
  4. INSM, Insmed 2.9%
  5. YPF, Ypf Sociedad Anonima 2.7%
  6. AMZN, Amazon 2.5%
  7. Bbb Foods 2.3%
  8. GOOGL, Alphabet 2.3%
  9. EWZ, Ishares 2.3%
  10. STX, Seagate Technology 2.2%
  11. FOXA, Fox Class A 2.2%
  12. UAL, United Airlines 2.1%
  13. Other 52.0%

AUM over time

2026 Q2 $5.2B +54.3% QoQ
2021 Q3: $3.1B 2021 Q3: $3.1B
Q3 2021
2021 Q4: $2.8B, −10.5% QoQ 2021 Q4: $2.8B, −10.5% QoQ
Q4
2022 Q1: $2.3B, −16.4% QoQ 2022 Q1: $2.3B, −16.4% QoQ
Q1 2022
2022 Q2: $1.4B, −40.1% QoQ 2022 Q2: $1.4B, −40.1% QoQ
Q2
2022 Q3: $1.8B, +27.6% QoQ 2022 Q3: $1.8B, +27.6% QoQ
Q3
2022 Q4: $2B, +14.6% QoQ 2022 Q4: $2B, +14.6% QoQ
Q4
2023 Q1: $2.3B, +14.3% QoQ 2023 Q1: $2.3B, +14.3% QoQ
Q1 2023
2023 Q2: $2.9B, +24.6% QoQ 2023 Q2: $2.9B, +24.6% QoQ
Q2
2023 Q3: $2.8B, −3.1% QoQ 2023 Q3: $2.8B, −3.1% QoQ
Q3
2023 Q4: $3.4B, +20.3% QoQ 2023 Q4: $3.4B, +20.3% QoQ
Q4
2024 Q1: $4.4B, +30.9% QoQ 2024 Q1: $4.4B, +30.9% QoQ
Q1 2024
2024 Q2: $2.9B, −33.5% QoQ 2024 Q2: $2.9B, −33.5% QoQ
Q2
2024 Q3: $3B, +1.2% QoQ 2024 Q3: $3B, +1.2% QoQ
Q3
2024 Q4: $3.7B, +26.1% QoQ 2024 Q4: $3.7B, +26.1% QoQ
Q4
2025 Q1: $3.1B, −17.8% QoQ 2025 Q1: $3.1B, −17.8% QoQ
Q1 2025
2025 Q2: $4.1B, +33.0% QoQ 2025 Q2: $4.1B, +33.0% QoQ
Q2
2025 Q3: $4.1B, −0.2% QoQ 2025 Q3: $4.1B, −0.2% QoQ
Q3
2025 Q4: $4.5B, +10.6% QoQ 2025 Q4: $4.5B, +10.6% QoQ
Q4
2026 Q1: $3.4B, −24.9% QoQ 2026 Q1: $3.4B, −24.9% QoQ
Q1 2026
2026 Q2: $5.2B, +54.3% QoQ 2026 Q2: $5.2B, +54.3% QoQ
Q2

Latest book

2026 Q2 2026 Q1, filed 14 Aug, long equity only

Download CSV Download Excel All activity
NTRA, Natera 16.60% Add +4.0% 3,186,306 $271.45 $865M +122,700 +$252M
TSM, Taiwan Semiconductor 5.40%, was 4.96% Add +19.1% 589,680 $477.57 $282M +94,400 +$114M
STM, Stmicroelectronics 4.46%, was 2.67% 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 2.74%, was 4.43% Reduce −3.0% 3,138,897 $45.47 $143M −97,065 −$6.8M
AMZN, Amazon 2.48%, was 0.28% Add +1082.5% 541,600 $238.34 $129M +495,800 +$120M
Bbb Foods 2.32%, was 3.26% Reduce −6.7% 2,901,733 $41.67 $121M −207,469 +$11M
GOOGL, Alphabet 2.31% New 336,300 $357.37 $120M +336,300 +$120M
EWZ, Ishares 2.28% Hold 3,436,170 $34.50 $119M — —
STX, Seagate Technology 2.26%, was 0.59% Add +140.6% 122,000 $965.00 $118M +71,300 +$98M
FOXA, Fox Class A 2.21% New 2,204,600 $52.16 $115M +2,204,600 +$115M
UAL, United Airlines 2.07%, was 0.72% Add +202.8% 794,795 $135.99 $108M +532,300 +$84M
SE, Sea Limited 2.02% Hold 1,099,905 $95.83 $105M — —
CDW 2.01% New 743,950 $140.64 $105M +743,950 +$105M
NAMS 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%, was 0.91% Add +26.5% 399,587 $187.28 $75M +83,727 +$44M
BTDR, Bitdeer Technologies Group 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 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%, was 0.58% 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 Funds 0.58%, was 1.07% Reduce −15.1% 328,800 $91.30 $30M −58,600 −$6.1M
FOXA, Fox Class B 0.57% New 632,600 $46.84 $30M +632,600 +$30M
WWD, Woodward 0.55%, was 2.24% Reduce −68.2% 67,194 $425.44 $29M −144,161 −$47M
NUVB, Nuvation Bio 0.49% Hold 4,539,800 $5.68 $26M — —
PTGX, Protagonist Therapeutics 0.49% Add +30.8% 208,900 $122.58 $26M +49,200 +$8.8M
ROKU, ROKU Inc 0.49%, was 2.10% Reduce −75.5% 184,055 $138.14 $25M −566,135 −$46M
CVCO, Cavco Industries 0.47% New 39,500 $614.38 $24M +39,500 +$24M
ADMA, Adma Biologics 0.45%, was 0.41% Add +80.1% 2,784,110 $8.37 $23M +1,238,500 +$9.4M
PURR, Hyperliquid Strategies 0.44% New 2,941,500 $7.87 $23M +2,941,500 +$23M
RMBS, Rambus 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%, was 0.33% Add +99.6% 1,123,109 $19.56 $22M +560,472 +$11M
PCT, Purecycle Technologies 0.42%, was 0.15% 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 Industries 0.41%, was 2.12% 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 — —

Showing top 50 of 86 by value

Exits / last held

Gone since 2026 Q1, shown at their last reported size.

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 1.16% Exit 0 $33.95 $39M −1,150,415 −$39M
QSR, Restaurant Brands International 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 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 0.55% Exit 0 $135.49 $18M −136,320 −$18M
INTC, Intel 0.54% Exit 0 $44.13 $18M −411,400 −$18M
NET, Cloudflare 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 $9.8M −206,000 −$9.8M
COHR, Coherent 0.29% Exit 0 $238.22 $9.6M −40,400 −$9.6M
CLS, Celestica 0.28% Exit 0 $281.68 $9.4M −33,275 −$9.4M
STUB, Stubhub 0.25% Exit 0 $6.24 $8.5M −1,367,177 −$8.5M
MU, Micron Technology 0.23% Exit 0 $337.82 $7.9M −23,400 −$7.9M
SATS, Echostar 0.21% Exit 0 $117.07 $7.1M −60,765 −$7.1M
ALM, Almonty Industries 0.20% Exit 0 $14.48 $6.8M −469,880 −$6.8M
LITE, Lumentum 0.14% Exit 0 $702.71 $4.9M −6,963 −$4.9M
MELI, MercadoLibre 0.14% Exit 0 $1,729 $4.8M −2,766 −$4.8M
WST, Westlake 0.07% Exit 0 $116.83 $2.5M −21,194 −$2.5M

Weight bar: held both quarters added sold at this quarter’s reported price

* Reported price is value ÷ shares from the 13F as of period end, not a live market quote. Weight % is each long-equity position ÷ full 13F AUM, so rows may not sum to 100% when the filing includes options or other non-equity (excluded from this table). Share change and $ change are vs 2026 Q1. Click a column header to sort, or New, Hold, Add or Reduce to bring those moves to the top. Exit opens the last-held block below.

Filings history

20 periods, with AUM normalized

Newest 13Fs
Period Holds 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 to 2026 Q2

Notable person
Stanley Druckenmiller
SEC filing name
Duquesne Family Office LLC
Location
New York, NY
All SEC filings
View on sec.gov