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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%

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

Book

2021 Q3, filed 15 Nov, long equity only

Download CSV Download Excel
CPNG, Coupang 14.02% Hold 15,506,097 $27.85 $432M
AMZN, Amazon 10.41% Hold 97,566 $3,285 $321M
GOOGL, Alphabet 10.16% Hold 116,994 $2,674 $313M
SBUX, Starbucks 7.55% Hold 2,107,315 $110.31 $232M
MSFT, Microsoft 7.12% Hold 777,689 $281.92 $219M
PANW, Palo Alto Networks 6.21% Hold 399,036 $479.00 $191M
FCX, Freeport-McMoRan 5.11% Hold 4,836,809 $32.53 $157M
EXPE, Expedia 4.87% Hold 914,282 $163.90 $150M
TMUS, T-Mobile US 3.55% Hold 855,187 $127.76 $109M
BKNG, Booking Holdings 3.35% Hold 43,529 $2,374 $103M
ABNB, Airbnb 2.73% Hold 501,351 $167.75 $84M
Reata Pharmaceuticals 2.27% Hold 695,033 $100.61 $70M
INTU, Intuit 1.53% Hold 87,149 $539.51 $47M
CVNA, Carvana 1.34% Hold 137,237 $301.54 $41M
PLTR, Palantir 1.27% Hold 1,632,937 $24.04 $39M
LYV, Live Nation Entertainment 1.27% Hold 427,750 $91.13 $39M
META, Meta Platforms 1.17% Hold 105,883 $339.39 $36M
KBR, KBR Inc 1.11% Hold 865,596 $39.40 $34M
MRNA, Moderna 1.07% Hold 85,971 $384.86 $33M
ZM, Zoom Video 1.00% Hold 117,690 $261.50 $31M
PENN, Penn National Gaming 0.98% Hold 417,200 $72.46 $30M
Coupa Software 0.98% Hold 137,634 $219.18 $30M
SE, Sea Limited 0.91% Hold 87,874 $318.73 $28M
FLEX, Flextronics 0.88% Hold 1,533,910 $17.68 $27M
TECK, Teck Resources 0.84% Hold 1,044,452 $24.91 $26M
OPCH, Option Care Health 0.81% Hold 1,032,987 $24.26 $25M
Liberty Media 0.81% Hold 485,800 $51.41 $25M
Dish Network 0.78% Hold 550,927 $43.46 $24M
Farfetch 0.77% Hold 629,470 $37.48 $24M
PRCT, Procept Biorobotics 0.74% Hold 600,000 $38.15 $23M
Nektar Therapeutics 0.58% Hold 1,000,000 $17.96 $18M
OSCR, Oscar Health 0.56% Hold 994,289 $17.39 $17M
Stoneco 0.43% Hold 382,100 $34.72 $13M
ABCL, Abcellera Biologics 0.43% Hold 659,750 $20.04 $13M
Fastly 0.34% Hold 257,695 $40.44 $10M
LAD, Lithia Motors 0.30% Hold 29,081 $317.05 $9.2M
Confluent 0.27% Hold 140,300 $59.65 $8.4M
CRBU, Caribou Biosciences 0.21% Hold 271,430 $23.87 $6.5M
RXRX 0.19% Hold 259,941 $23.01 $6M
OMF, Onemain 0.15% Hold 83,750 $55.33 $4.6M
Smartsheet 0.14% Hold 64,709 $68.82 $4.5M
Overstock 0.13% Hold 49,650 $77.93 $3.9M
S, Sentinelone 0.10% Hold 60,000 $53.57 $3.2M
CCC 0.10% Hold 281,879 $10.51 $3M
CF, Cf Industries 0.09% Hold 47,000 $55.83 $2.6M
ACAD, Acadia Pharmaceuticals 0.04% Hold 74,400 $16.61 $1.2M
Sensei Biotherapeutics 0.03% Hold 100,000 $10.52 $1.1M
Holding 0.03% Hold 94,900 $10.05 $954K

* 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). Click a column header to sort, or New, Hold, Add or Reduce to bring those moves to the top.

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