Follow-The-Filings

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

2026 Q2 · filed 8/14/2026 · 86 long · top 12 shown

top 5 32.1% · top 10 43.7%

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 Q2 2022 Q1 · filed 15 Aug · long equity

CPNG - Coupang · CL A 17.93% Hold 19,434,307 $12.75 $248M
MSFT - Microsoft 13.77% Reduce −27.4% 740,785 $256.83 $190M −279,520 −$124M
CVX - Chevron 8.70% Reduce −13.9% 830,435 $144.78 $120M −134,445 −$37M
LLY - Lilly Eli & 6.97% New 297,150 $324.23 $96M +297,150 +$96M
FCX - Freeport-Mcmoran · CL B 6.84% Reduce −33.2% 3,231,827 $29.26 $95M −1,604,982 −$146M
TMUS - T-Mobile Us 6.59% Reduce −24.1% 676,867 $134.54 $91M −214,340 −$23M
KBR - KBR Inc 4.57% Add +8.5% 1,304,003 $48.39 $63M +102,100 −$3M
WSC - Willscot Mobil Mini Hldng · CL A 4.15% Reduce −8.3% 1,767,631 $32.42 $57M −159,640 −$18M
CRWD - Crowdstrike · CL A 2.80% New 229,600 $168.56 $39M +229,600 +$39M
PLTR - Palantir Technologies · CL A 2.79% Add +27.4% 4,255,412 $9.07 $39M +914,875 −$7M
CTRA - Coterra Energy 2.59% Reduce −21.9% 1,387,416 $25.79 $36M −388,584 −$12M
TECK - Teck Resources · CL B 2.35% Reduce −56.2% 1,061,170 $30.57 $32M −1,358,955 −$65M
AR - Antero Resources 2.26% Add +107.1% 1,018,535 $30.65 $31M +526,735 +$16M
MRNA - Moderna 2.15% New 207,680 $142.85 $30M +207,680 +$30M
DDOG - Datadog · CL A 2.05% New 298,040 $95.24 $28M +298,040 +$28M
PANW - Palo Alto Networks 1.84% New 51,400 $493.95 $25M +51,400 +$25M
CVE - Cenovus Energy 1.47% Reduce −25.7% 1,069,345 $19.01 $20M −369,030 −$4M
EIX - Edison Intl 1.32% New 287,600 $63.24 $18M +287,600 +$18M
WST - Westlake 1.03% New 145,520 $98.02 $14M +145,520 +$14M
BKNG - Booking 0.98% Reduce −47.6% 7,748 $1,749 $14M −7,030 −$21M
WDAY - Workday · CL A 0.83% Hold 82,500 $139.58 $12M
Pioneer Nat Res 0.78% Reduce −62.8% 48,455 $223.07 $11M −81,920 −$22M
PSX - Phillips 66 0.71% Add +5.3% 119,380 $81.99 $10M +6,045 −$3K
EQT - EQT Corp 0.64% New 259,055 $34.40 $9M +259,055 +$9M
ABCL - Abcellera Biologics 0.51% Hold 659,750 $10.65 $7M
Ihs 0.47% Hold 771,096 $8.35 $6M
Smartsheet · CL A 0.34% Reduce −84.4% 149,800 $31.43 $5M −811,922 −$48M
IOT - Samsara · CL A 0.32% New 400,900 $11.17 $4M +400,900 +$4M
OSCR - Oscar Health · CL A 0.31% Hold 994,289 $4.25 $4M
SEDG - Solaredge Technologies 0.27% Reduce −55.2% 13,400 $273.66 $4M −16,500 −$6M
CCC — 0.19% Hold 281,879 $9.20 $3M
RXRX — · CL A 0.16% Hold 273,650 $8.14 $2M
Dish Network · CL A 0.15% Hold 112,400 $17.93 $2M
Reata Pharmaceuticals · CL A 0.13% Hold 58,997 $30.39 $2M
CRBU - Caribou Biosciences 0.11% Hold 271,430 $5.43 $1M
COMP - Compass · CL A 0.10% Hold 399,100 $3.61 $1M
PRCT - Procept Biorobotics 0.09% Reduce −96.5% 39,266 $32.70 $1M −1,088,775 −$38M
Opendoor Technologies 0.08% Hold 233,000 $4.71 $1M
ACAD - Acadia Pharmaceuticals 0.08% Hold 74,400 $14.09 $1M
GLBE - Global E Online 0.03% Reduce −96.5% 20,180 $20.17 $407K −555,450 −$19M
Sensei Biotherapeutics 0.02% Hold 100,000 $2.27 $227K
Cazoo Group 0.01% Hold 140,100 $0.7209 $101K

Exits / last held

not current holdings · last reported size, unchanged · gone vs 2022 Q1

Stock % of portfolio Recent activity Shares Reported price* Value Share change $ change
AMZN - Amazon 8.62% Exit 0 $3,260 $199M −60,997 −$199M
PNC - Pnc Finl Svcs Group 1.35% Exit 0 $184.45 $31M −168,726 −$31M
OPCH - Option Care Health 1.07% Exit 0 $28.56 $25M −863,148 −$25M
Zendesk 0.87% Exit 0 $120.29 $20M −167,660 −$20M
NYT - New York Times · CL A 0.81% Exit 0 $45.84 $19M −409,325 −$19M
Anaplan 0.60% Exit 0 $65.05 $14M −211,315 −$14M
EXPE - Expedia Group 0.48% Exit 0 $195.67 $11M −56,565 −$11M
ALNY - Alnylam Pharmaceuticals 0.45% Exit 0 $163.30 $10M −63,945 −$10M
NFLX - Netflix 0.43% Exit 0 $374.58 $10M −26,240 −$10M
MOS - Mosaic 0.41% Exit 0 $66.50 $10M −143,825 −$10M
SNAP — · CL A 0.37% Exit 0 $35.99 $8M −235,440 −$8M
SE - Sea 0.25% Exit 0 $119.78 $6M −48,396 −$6M
EWZ - Ishares 0.24% Exit 0 $37.81 $5M −144,565 −$5M
RUN - Sunrun 0.24% Exit 0 $30.37 $5M −178,450 −$5M
BTI - British Amern Tob 0.22% Exit 0 $42.16 $5M −120,950 −$5M
FLEX - Flextronics 0.19% Exit 0 $18.55 $4M −240,666 −$4M

* 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 2022 Q1. Click column headers to sort · click New / Hold / Add / Reduce to promote that move type to the top. Exit opens the last-held block below.

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

Notable person
Stanley Druckenmiller
SEC filing name
Duquesne Family Office LLC
Location
New York, NY
All SEC filings
View on sec.gov