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 | 14.90% | Add +9.4% | 19,434,307 | $17.68 | $344M | +1,670,782 | −$178M |
| MSFT - Microsoft | 13.64% | Add +27.5% | 1,020,305 | $308.31 | $315M | +219,815 | +$45M |
| FCX - Freeport-Mcmoran · CL B | 10.43% | Hold | 4,836,809 | $49.74 | $241M | — | — |
| AMZN - Amazon | 8.62% | Add +7.2% | 60,997 | $3,260 | $199M | +4,115 | +$9M |
| CVX - Chevron | 6.81% | Add +17.0% | 964,880 | $162.83 | $157M | +140,440 | +$60M |
| TMUS - T-Mobile Us | 4.96% | Add +11.9% | 891,207 | $128.35 | $114M | +94,904 | +$22M |
| TECK - Teck Resources · CL B | 4.24% | New | 2,420,125 | $40.39 | $98M | +2,420,125 | +$98M |
| WSC - Willscot Mobil Mini Hldng · CL A | 3.27% | Add +28.3% | 1,927,271 | $39.13 | $75M | +425,329 | +$14M |
| KBR - KBR Inc | 2.85% | Add +16.0% | 1,201,903 | $54.73 | $66M | +165,477 | +$16M |
| Smartsheet · CL A | 2.28% | Add +146.6% | 961,722 | $54.78 | $53M | +571,711 | +$22M |
| CTRA - Coterra Energy | 2.08% | New | 1,776,000 | $26.97 | $48M | +1,776,000 | +$48M |
| PLTR - Palantir Technologies · CL A | 1.99% | Add +104.6% | 3,340,537 | $13.73 | $46M | +1,707,600 | +$16M |
| PRCT - Procept Biorobotics | 1.71% | Reduce −32.1% | 1,128,041 | $34.99 | $39M | −532,394 | −$2M |
| BKNG - Booking | 1.51% | Reduce −65.6% | 14,778 | $2,348 | $35M | −28,139 | −$68M |
| Pioneer Nat Res | 1.41% | New | 130,375 | $250.03 | $33M | +130,375 | +$33M |
| PNC - Pnc Finl Svcs Group | 1.35% | New | 168,726 | $184.45 | $31M | +168,726 | +$31M |
| OPCH - Option Care Health | 1.07% | Reduce −27.5% | 863,148 | $28.56 | $25M | −327,790 | −$9M |
| CVE - Cenovus Energy | 1.04% | New | 1,438,375 | $16.68 | $24M | +1,438,375 | +$24M |
| Zendesk | 0.87% | New | 167,660 | $120.29 | $20M | +167,660 | +$20M |
| WDAY - Workday · CL A | 0.86% | New | 82,500 | $239.45 | $20M | +82,500 | +$20M |
| GLBE - Global E Online | 0.84% | New | 575,630 | $33.78 | $19M | +575,630 | +$19M |
| NYT - New York Times · CL A | 0.81% | New | 409,325 | $45.84 | $19M | +409,325 | +$19M |
| AR - Antero Resources | 0.65% | New | 491,800 | $30.53 | $15M | +491,800 | +$15M |
| Anaplan | 0.60% | New | 211,315 | $65.05 | $14M | +211,315 | +$14M |
| EXPE - Expedia Group | 0.48% | Reduce −63.3% | 56,565 | $195.67 | $11M | −97,505 | −$17M |
| ALNY - Alnylam Pharmaceuticals | 0.45% | New | 63,945 | $163.30 | $10M | +63,945 | +$10M |
| OSCR - Oscar Health · CL A | 0.43% | Hold | 994,289 | $9.97 | $10M | — | — |
| NFLX - Netflix | 0.43% | New | 26,240 | $374.58 | $10M | +26,240 | +$10M |
| PSX - Phillips 66 | 0.42% | New | 113,335 | $86.39 | $10M | +113,335 | +$10M |
| SEDG - Solaredge Technologies | 0.42% | New | 29,900 | $322.37 | $10M | +29,900 | +$10M |
| MOS - Mosaic | 0.41% | New | 143,825 | $66.50 | $10M | +143,825 | +$10M |
| Ihs | 0.37% | Hold | 771,096 | $11.08 | $9M | — | — |
| SNAP — · CL A | 0.37% | Reduce −83.7% | 235,440 | $35.99 | $8M | −1,208,715 | −$59M |
| ABCL - Abcellera Biologics | 0.28% | Hold | 659,750 | $9.75 | $6M | — | — |
| SE - Sea | 0.25% | Reduce −53.8% | 48,396 | $119.78 | $6M | −56,293 | −$18M |
| EWZ - Ishares | 0.24% | New | 144,565 | $37.81 | $5M | +144,565 | +$5M |
| RUN - Sunrun | 0.24% | Hold | 178,450 | $30.37 | $5M | — | — |
| BTI - British Amern Tob | 0.22% | Reduce −8.8% | 120,950 | $42.16 | $5M | −11,600 | +$140K |
| FLEX - Flextronics | 0.19% | Reduce −90.5% | 240,666 | $18.55 | $4M | −2,296,533 | −$42M |
| Dish Network · CL A | 0.15% | Reduce −80.3% | 112,400 | $31.65 | $4M | −458,034 | −$15M |
| COMP - Compass · CL A | 0.14% | Hold | 399,100 | $7.86 | $3M | — | — |
| CCC — | 0.13% | Hold | 281,879 | $11.04 | $3M | — | — |
| CRBU - Caribou Biosciences | 0.11% | Hold | 271,430 | $9.18 | $2M | — | — |
| Opendoor Technologies | 0.09% | Hold | 233,000 | $8.65 | $2M | — | — |
| RXRX — · CL A | 0.08% | Add +5.3% | 273,650 | $7.16 | $2M | +13,709 | −$2M |
| Reata Pharmaceuticals · CL A | 0.08% | Reduce −85.5% | 58,997 | $32.76 | $2M | −347,267 | −$9M |
| ACAD - Acadia Pharmaceuticals | 0.08% | Hold | 74,400 | $24.22 | $2M | — | — |
| Cazoo Group | 0.02% | Hold | 140,100 | $2.76 | $387K | — | — |
| Sensei Biotherapeutics | 0.01% | Hold | 100,000 | $2.31 | $231K | — | — |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2021 Q4
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| GOOGL - Alphabet · CL A | 9.92% | Exit | 0 | $2,897 | $274M | −94,414 | −$274M |
| PANW - Palo Alto Networks | 4.63% | Exit | 0 | $556.76 | $128M | −229,500 | −$128M |
| CVNA - Carvana · CL A | 4.39% | Exit | 0 | $231.79 | $121M | −522,127 | −$121M |
| ABNB - Airbnb · CL A | 3.00% | Exit | 0 | $166.49 | $83M | −496,861 | −$83M |
| SBUX - Starbucks | 1.54% | Exit | 0 | $116.97 | $42M | −361,990 | −$42M |
| LYV - Live Nation | 1.06% | Exit | 0 | $119.69 | $29M | −244,590 | −$29M |
| IR - Ingersoll Rand | 0.75% | Exit | 0 | $61.87 | $21M | −333,295 | −$21M |
| Coupa Software | 0.74% | Exit | 0 | $158.05 | $20M | −129,399 | −$20M |
| GWRE - Guidewire Software | 0.36% | Exit | 0 | $113.53 | $10M | −88,250 | −$10M |
| Taskus · CLASS A | 0.35% | Exit | 0 | $53.96 | $10M | −181,000 | −$10M |
| LAD - Lithia Mtrs | 0.31% | Exit | 0 | $296.96 | $9M | −29,081 | −$9M |
| OLLI - Ollies Bargain Outlet | 0.29% | Exit | 0 | $51.19 | $8M | −158,200 | −$8M |
| IOT - Samsara · CL A | 0.28% | Exit | 0 | $28.11 | $8M | −272,700 | −$8M |
| LMT - Lockheed Martin | 0.19% | Exit | 0 | $355.43 | $5M | −14,450 | −$5M |
| Fastly · CL A | 0.17% | Exit | 0 | $35.45 | $5M | −130,685 | −$5M |
| S - Sentinelone · CL A | 0.11% | Exit | 0 | $50.48 | $3M | −60,000 | −$3M |
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