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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

2022 Q1 2021 Q4, filed 16 May, long equity only

Download CSV Download Excel All activity
CPNG, Coupang 14.90% Add +9.4% 19,434,307 $17.68 $344M +1,670,782 −$178M
MSFT, Microsoft 13.64%, was 9.76% Add +27.5% 1,020,305 $308.31 $315M +219,815 +$45M
FCX, Freeport-McMoRan 10.43% Hold 4,836,809 $49.74 $241M — —
AMZN, Amazon 8.62%, was 6.88% Add +7.2% 60,997 $3,260 $199M +4,115 +$9.2M
CVX, Chevron 6.81%, was 3.51% Add +17.0% 964,880 $162.83 $157M +140,440 +$60M
TMUS, T-Mobile US 4.96%, was 3.35% Add +11.9% 891,207 $128.35 $114M +94,904 +$22M
TECK, Teck Resources 4.24% New 2,420,125 $40.39 $98M +2,420,125 +$98M
WSC, Willscot Mobil Mini Hldng 3.27%, was 2.22% Add +28.3% 1,927,271 $39.13 $75M +425,329 +$14M
KBR, KBR Inc 2.85%, was 1.79% Add +16.0% 1,201,903 $54.73 $66M +165,477 +$16M
Smartsheet 2.28%, was 1.10% 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 1.99%, was 1.08% 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 −$2.1M
BKNG, Booking Holdings 1.51%, was 3.73% Reduce −65.6% 14,778 $2,348 $35M −28,139 −$68M
Pioneer Natural Resources 1.41% New 130,375 $250.03 $33M +130,375 +$33M
PNC 1.35% New 168,726 $184.45 $31M +168,726 +$31M
OPCH, Option Care Health 1.07%, was 1.23% Reduce −27.5% 863,148 $28.56 $25M −327,790 −$9.2M
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 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 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 0.48%, was 1.01% 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 0.43% Hold 994,289 $9.97 $9.9M — —
NFLX, Netflix 0.43% New 26,240 $374.58 $9.8M +26,240 +$9.8M
PSX, Phillips 66 0.42% New 113,335 $86.39 $9.8M +113,335 +$9.8M
SEDG, Solaredge Technologies 0.42% New 29,900 $322.37 $9.6M +29,900 +$9.6M
MOS, Mosaic 0.41% New 143,825 $66.50 $9.6M +143,825 +$9.6M
Ihs 0.37% Hold 771,096 $11.08 $8.5M — —
SNAP 0.37%, was 2.46% Reduce −83.7% 235,440 $35.99 $8.5M −1,208,715 −$59M
ABCL, Abcellera Biologics 0.28% Hold 659,750 $9.75 $6.4M — —
SE, Sea Limited 0.25%, was 0.85% Reduce −53.8% 48,396 $119.78 $5.8M −56,293 −$18M
EWZ, Ishares 0.24% New 144,565 $37.81 $5.5M +144,565 +$5.5M
RUN, Sunrun 0.24% Hold 178,450 $30.37 $5.4M — —
BTI, British American Tob 0.22% Reduce −8.8% 120,950 $42.16 $5.1M −11,600 +$140K
FLEX, Flextronics 0.19%, was 1.69% Reduce −90.5% 240,666 $18.55 $4.5M −2,296,533 −$42M
Dish Network 0.15%, was 0.67% Reduce −80.3% 112,400 $31.65 $3.6M −458,034 −$15M
COMP, Compass 0.14% Hold 399,100 $7.86 $3.1M — —
CCC 0.13% Hold 281,879 $11.04 $3.1M — —
CRBU, Caribou Biosciences 0.11% Hold 271,430 $9.18 $2.5M — —
Opendoor Technologies 0.09% Hold 233,000 $8.65 $2M — —
RXRX 0.08% Add +5.3% 273,650 $7.16 $2M +13,709 −$2.5M
Reata Pharmaceuticals 0.08%, was 0.39% Reduce −85.5% 58,997 $32.76 $1.9M −347,267 −$8.8M
ACAD, Acadia Pharmaceuticals 0.08% Hold 74,400 $24.22 $1.8M — —
Cazoo Group 0.02% Hold 140,100 $2.76 $387K — —
Sensei Biotherapeutics 0.01% Hold 100,000 $2.31 $231K — —

Exits / last held

Gone since 2021 Q4, shown at their last reported size.

Stock % of portfolio Recent activity Shares Reported price* Value Share change $ change
GOOGL, Alphabet 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 4.39% Exit 0 $231.79 $121M −522,127 −$121M
ABNB, Airbnb 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 Entertainment 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 0.35% Exit 0 $53.96 $9.8M −181,000 −$9.8M
LAD, Lithia Motors 0.31% Exit 0 $296.96 $8.6M −29,081 −$8.6M
OLLI, Ollies Bargain Outlet 0.29% Exit 0 $51.19 $8.1M −158,200 −$8.1M
IOT, Samsara 0.28% Exit 0 $28.11 $7.7M −272,700 −$7.7M
LMT, Lockheed Martin 0.19% Exit 0 $355.43 $5.1M −14,450 −$5.1M
Fastly 0.17% Exit 0 $35.45 $4.6M −130,685 −$4.6M
S, Sentinelone 0.11% Exit 0 $50.48 $3M −60,000 −$3M

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 2021 Q4. 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