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
Book
| CPNG - Coupang · CL A | 18.92% | Add +14.6% | 17,763,525 | $29.38 | $522M | +2,257,428 | +$90M |
| GOOGL - Alphabet · CL A | 9.92% | Reduce −19.3% | 94,414 | $2,897 | $274M | −22,580 | −$39M |
| MSFT - Microsoft | 9.76% | Add +2.9% | 800,490 | $336.32 | $269M | +22,801 | +$50M |
| FCX - Freeport-Mcmoran · CL B | 7.32% | Hold | 4,836,809 | $41.73 | $202M | — | — |
| AMZN - Amazon | 6.88% | Reduce −41.7% | 56,882 | $3,334 | $190M | −40,684 | −$131M |
| PANW - Palo Alto Networks | 4.63% | Reduce −42.5% | 229,500 | $556.76 | $128M | −169,536 | −$63M |
| CVNA - Carvana · CL A | 4.39% | Add +280.5% | 522,127 | $231.79 | $121M | +384,890 | +$80M |
| BKNG - Booking | 3.73% | Reduce −1.4% | 42,917 | $2,399 | $103M | −612 | −$364K |
| CVX - Chevron | 3.51% | New | 824,440 | $117.35 | $97M | +824,440 | +$97M |
| TMUS - T-Mobile Us | 3.35% | Reduce −6.9% | 796,303 | $115.98 | $92M | −58,884 | −$17M |
| ABNB - Airbnb · CL A | 3.00% | Reduce −0.9% | 496,861 | $166.49 | $83M | −4,490 | −$1M |
| SNAP — · CL A | 2.46% | New | 1,444,155 | $47.03 | $68M | +1,444,155 | +$68M |
| WSC - Willscot Mobil Mini Hldng · CL A | 2.22% | New | 1,501,942 | $40.84 | $61M | +1,501,942 | +$61M |
| KBR - KBR Inc | 1.79% | Add +19.7% | 1,036,426 | $47.62 | $49M | +170,830 | +$15M |
| FLEX - Flextronics | 1.69% | Add +65.4% | 2,537,199 | $18.33 | $47M | +1,003,289 | +$19M |
| SBUX - Starbucks | 1.54% | Reduce −82.8% | 361,990 | $116.97 | $42M | −1,745,325 | −$190M |
| PRCT - Procept Biorobotics | 1.51% | Add +176.7% | 1,660,435 | $25.01 | $42M | +1,060,435 | +$19M |
| OPCH - Option Care Health | 1.23% | Add +15.3% | 1,190,938 | $28.44 | $34M | +157,951 | +$9M |
| Smartsheet · CL A | 1.10% | Add +502.7% | 390,011 | $77.45 | $30M | +325,302 | +$26M |
| PLTR - Palantir Technologies · CL A | 1.08% | Hold | 1,632,937 | $18.21 | $30M | — | — |
| LYV - Live Nation | 1.06% | Reduce −42.8% | 244,590 | $119.69 | $29M | −183,160 | −$10M |
| EXPE - Expedia Group | 1.01% | Reduce −83.1% | 154,070 | $180.72 | $28M | −760,212 | −$122M |
| SE - Sea | 0.85% | Add +19.1% | 104,689 | $223.71 | $23M | +16,815 | −$5M |
| IR - Ingersoll Rand | 0.75% | New | 333,295 | $61.87 | $21M | +333,295 | +$21M |
| Coupa Software | 0.74% | Reduce −6.0% | 129,399 | $158.05 | $20M | −8,235 | −$10M |
| Dish Network · CL A | 0.67% | Add +3.5% | 570,434 | $32.44 | $19M | +19,507 | −$5M |
| Reata Pharmaceuticals · CL A | 0.39% | Reduce −41.5% | 406,264 | $26.37 | $11M | −288,769 | −$59M |
| GWRE - Guidewire Software | 0.36% | New | 88,250 | $113.53 | $10M | +88,250 | +$10M |
| Taskus · CLASS A | 0.35% | New | 181,000 | $53.96 | $10M | +181,000 | +$10M |
| ABCL - Abcellera Biologics | 0.34% | Hold | 659,750 | $14.30 | $9M | — | — |
| Ihs | 0.32% | New | 771,096 | $11.28 | $9M | +771,096 | +$9M |
| LAD - Lithia Mtrs | 0.31% | Hold | 29,081 | $296.96 | $9M | — | — |
| OLLI - Ollies Bargain Outlet | 0.29% | New | 158,200 | $51.19 | $8M | +158,200 | +$8M |
| OSCR - Oscar Health · CL A | 0.28% | Hold | 994,289 | $7.85 | $8M | — | — |
| IOT - Samsara · CL A | 0.28% | New | 272,700 | $28.11 | $8M | +272,700 | +$8M |
| RUN - Sunrun | 0.22% | New | 178,450 | $34.30 | $6M | +178,450 | +$6M |
| LMT - Lockheed Martin | 0.19% | New | 14,450 | $355.43 | $5M | +14,450 | +$5M |
| BTI - British Amern Tob | 0.18% | New | 132,550 | $37.41 | $5M | +132,550 | +$5M |
| Fastly · CL A | 0.17% | Reduce −49.3% | 130,685 | $35.45 | $5M | −127,010 | −$6M |
| RXRX — · CL A | 0.16% | Hold | 259,941 | $17.13 | $4M | — | — |
| CRBU - Caribou Biosciences | 0.15% | Hold | 271,430 | $15.09 | $4M | — | — |
| COMP - Compass · CL A | 0.13% | New | 399,100 | $9.09 | $4M | +399,100 | +$4M |
| Opendoor Technologies | 0.12% | New | 233,000 | $14.61 | $3M | +233,000 | +$3M |
| CCC — | 0.12% | Hold | 281,879 | $11.39 | $3M | — | — |
| S - Sentinelone · CL A | 0.11% | Hold | 60,000 | $50.48 | $3M | — | — |
| ACAD - Acadia Pharmaceuticals | 0.06% | Hold | 74,400 | $23.33 | $2M | — | — |
| Cazoo Group | 0.03% | New | 140,100 | $6.03 | $845K | +140,100 | +$845K |
| Sensei Biotherapeutics | 0.02% | Hold | 100,000 | $5.80 | $580K | — | — |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2021 Q3
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| INTU - Intuit | 1.53% | Exit | 0 | $539.51 | $47M | −87,149 | −$47M |
| META - Meta Platforms · CL A | 1.17% | Exit | 0 | $339.39 | $36M | −105,883 | −$36M |
| MRNA - Moderna | 1.07% | Exit | 0 | $384.86 | $33M | −85,971 | −$33M |
| ZM - Zoom Video · CL A | 1.00% | Exit | 0 | $261.50 | $31M | −117,690 | −$31M |
| PENN - Penn Natl Gaming | 0.98% | Exit | 0 | $72.46 | $30M | −417,200 | −$30M |
| TECK - Teck Resources · CL B | 0.84% | Exit | 0 | $24.91 | $26M | −1,044,452 | −$26M |
| Liberty Media Del | 0.81% | Exit | 0 | $51.41 | $25M | −485,800 | −$25M |
| Farfetch · CL A | 0.77% | Exit | 0 | $37.48 | $24M | −629,470 | −$24M |
| Nektar Therapeutics | 0.58% | Exit | 0 | $17.96 | $18M | −1,000,000 | −$18M |
| Stoneco · CL A | 0.43% | Exit | 0 | $34.72 | $13M | −382,100 | −$13M |
| Confluent · CLASS A | 0.27% | Exit | 0 | $59.65 | $8M | −140,300 | −$8M |
| OMF - Onemain | 0.15% | Exit | 0 | $55.33 | $5M | −83,750 | −$5M |
| Overstock Del | 0.13% | Exit | 0 | $77.93 | $4M | −49,650 | −$4M |
| CF - Cf Inds | 0.09% | Exit | 0 | $55.83 | $3M | −47,000 | −$3M |
| Holding · CLASS A | 0.03% | Exit | 0 | $10.05 | $954K | −94,900 | −$954K |
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