Duquesne Family Office LLC activity
Every position Stanley Druckenmiller opened, added to, trimmed or closed between 2026 Q1 and 2026 Q2.
New
44
Add
15
Reduce
10
Exit
23
92 shown
| Ticker | Action | Δ weight | Detail | Period |
|---|---|---|---|---|
| GOOGL | New | 0% to 2.3% | $120M | Q1→Q2 |
| FOXA | New | 0% to 2.2% | $115M | Q1→Q2 |
| CDW | New | 0% to 2.0% | $105M | Q1→Q2 |
| BTDR | New | 0% to 1.2% | $65M | Q1→Q2 |
| DAL | New | 0% to 1.1% | $56M | Q1→Q2 |
| FLR | New | 0% to 0.99% | $51M | Q1→Q2 |
| DHI | New | 0% to 0.93% | $49M | Q1→Q2 |
| AMD | New | 0% to 0.81% | $42M | Q1→Q2 |
| PANW | New | 0% to 0.76% | $40M | Q1→Q2 |
| HUT | New | 0% to 0.70% | $36M | Q1→Q2 |
| FOXA | New | 0% to 0.57% | $30M | Q1→Q2 |
| CVCO | New | 0% to 0.47% | $24M | Q1→Q2 |
| PURR | New | 0% to 0.44% | $23M | Q1→Q2 |
| RMBS | New | 0% to 0.44% | $23M | Q1→Q2 |
| RYTM | New | 0% to 0.43% | $23M | Q1→Q2 |
| SKY | New | 0% to 0.43% | $22M | Q1→Q2 |
| ENTG | New | 0% to 0.41% | $21M | Q1→Q2 |
| AEVA | New | 0% to 0.40% | $21M | Q1→Q2 |
| RIOT | New | 0% to 0.40% | $21M | Q1→Q2 |
| EQIX | New | 0% to 0.37% | $19M | Q1→Q2 |
| LRCX | New | 0% to 0.36% | $19M | Q1→Q2 |
| DFTX | New | 0% to 0.32% | $17M | Q1→Q2 |
| RSP | New | 0% to 0.30% | $16M | Q1→Q2 |
| TXG | New | 0% to 0.30% | $15M | Q1→Q2 |
| LLY | New | 0% to 0.28% | $15M | Q1→Q2 |
| RGEN | New | 0% to 0.20% | $11M | Q1→Q2 |
| RKT | New | 0% to 0.20% | $10M | Q1→Q2 |
| BIDU | New | 0% to 0.19% | $10M | Q1→Q2 |
| CVNA | New | 0% to 0.19% | $9.9M | Q1→Q2 |
| RDDT | New | 0% to 0.19% | $9.8M | Q1→Q2 |
| DHR | New | 0% to 0.18% | $9.6M | Q1→Q2 |
| FFIV | New | 0% to 0.18% | $9.2M | Q1→Q2 |
| TMO | New | 0% to 0.18% | $9.6M | Q1→Q2 |
| Skeena Resources | New | 0% to 0.15% | $8M | Q1→Q2 |
| GLUE | New | 0% to 0.14% | $7.2M | Q1→Q2 |
| Relay Therapeutics | New | 0% to 0.13% | $6.5M | Q1→Q2 |
| CCC | New | 0% to 0.12% | $6M | Q1→Q2 |
| Navitas Semiconductor | New | 0% to 0.11% | $5.6M | Q1→Q2 |
| UWMC | New | 0% to 0.11% | $5.9M | Q1→Q2 |
| BEAM | New | 0% to 0.10% | $5.3M | Q1→Q2 |
| FTAI | New | 0% to 0.10% | $5.5M | Q1→Q2 |
| AUR | New | 0% to 0.08% | $4.3M | Q1→Q2 |
| IREN | New | 0% to 0.08% | $4M | Q1→Q2 |
| Grupo Financiero Gali… | New | 0% to 0.06% | $3M | Q1→Q2 |
| AVGO | Exit | 1.8% to 0% | $61M | Q1→Q2 |
| OPCH | Exit | 1.5% to 0% | $50M | Q1→Q2 |
| FIGR | Exit | 1.2% to 0% | $39M | Q1→Q2 |
| QSR | Exit | 0.99% to 0% | $34M | Q1→Q2 |
| LSCC | Exit | 0.89% to 0% | $30M | Q1→Q2 |
| HUM | Exit | 0.71% to 0% | $24M | Q1→Q2 |
| TWLO | Exit | 0.68% to 0% | $23M | Q1→Q2 |
| JBL | Exit | 0.65% to 0% | $22M | Q1→Q2 |
| GSG | Exit | 0.61% to 0% | $21M | Q1→Q2 |
| BE | Exit | 0.55% to 0% | $18M | Q1→Q2 |
| INTC | Exit | 0.54% to 0% | $18M | Q1→Q2 |
| NET | Exit | 0.32% to 0% | $11M | Q1→Q2 |
| LYB | Exit | 0.31% to 0% | $11M | Q1→Q2 |
| COHR | Exit | 0.29% to 0% | $9.6M | Q1→Q2 |
| TWST | Exit | 0.29% to 0% | $9.8M | Q1→Q2 |
| CLS | Exit | 0.28% to 0% | $9.4M | Q1→Q2 |
| STUB | Exit | 0.25% to 0% | $8.5M | Q1→Q2 |
| MU | Exit | 0.23% to 0% | $7.9M | Q1→Q2 |
| SATS | Exit | 0.21% to 0% | $7.1M | Q1→Q2 |
| ALM | Exit | 0.20% to 0% | $6.8M | Q1→Q2 |
| LITE | Exit | 0.14% to 0% | $4.9M | Q1→Q2 |
| MELI | Exit | 0.14% to 0% | $4.8M | Q1→Q2 |
| WST | Exit | 0.07% to 0% | $2.5M | Q1→Q2 |
| INSM | Add | 5.6% to 2.9% | +23.4% sh | Q1→Q2 |
| AMZN | Add | 0.28% to 2.5% | +1082.5% sh | Q1→Q2 |
| STM | Add | 2.7% to 4.5% | +18.8% sh | Q1→Q2 |
| STX | Add | 0.59% to 2.3% | +140.6% sh | Q1→Q2 |
| NTRA | Add | 18.1% to 16.6% | +4.0% sh | Q1→Q2 |
| UAL | Add | 0.72% to 2.1% | +202.8% sh | Q1→Q2 |
| RVMD | Add | 0.91% to 1.4% | +26.5% sh | Q1→Q2 |
| TSM | Add | 5.0% to 5.4% | +19.1% sh | Q1→Q2 |
| PCT | Add | 0.15% to 0.42% | +178.4% sh | Q1→Q2 |
| SCCO | Add | 0.62% to 0.41% | +1.0% sh | Q1→Q2 |
| CLF | Add | 0.58% to 0.76% | +82.2% sh | Q1→Q2 |
| DAKT | Add | 0.33% to 0.42% | +99.6% sh | Q1→Q2 |
| CRH | Add | 1.2% to 1.1% | +46.6% sh | Q1→Q2 |
| ADMA | Add | 0.41% to 0.45% | +80.1% sh | Q1→Q2 |
| PTGX | Add | 0.50% to 0.49% | +30.8% sh | Q1→Q2 |
| AA | Reduce | 2.9% to 0.19% | −87.6% sh | Q1→Q2 |
| TEVA | Reduce | 2.1% to 0.41% | −73.7% sh | Q1→Q2 |
| WWD | Reduce | 2.2% to 0.55% | −68.2% sh | Q1→Q2 |
| YPF | Reduce | 4.4% to 2.7% | −3.0% sh | Q1→Q2 |
| ROKU | Reduce | 2.1% to 0.49% | −75.5% sh | Q1→Q2 |
| Bbb Foods | Reduce | 3.3% to 2.3% | −6.7% sh | Q1→Q2 |
| SNDK | Reduce | 0.72% to 1.5% | −8.5% sh | Q1→Q2 |
| ARGT | Reduce | 1.1% to 0.58% | −15.1% sh | Q1→Q2 |
| WAB | Reduce | 0.70% to 0.29% | −40.4% sh | Q1→Q2 |
| ARM | Reduce | 0.48% to 0.19% | −73.7% sh | Q1→Q2 |