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 | 18.37% | Hold | 19,434,307 | $16.67 | $324M | — | — |
| LLY - Lilly Eli & | 8.89% | Add +63.2% | 484,895 | $323.35 | $157M | +187,745 | +$60M |
| AMZN - Amazon | 5.81% | New | 906,250 | $113.00 | $102M | +906,250 | +$102M |
| CVX - Chevron | 5.62% | Reduce −16.9% | 690,295 | $143.67 | $99M | −140,140 | −$21M |
| TMUS - T-Mobile Us | 5.47% | Add +6.2% | 719,017 | $134.17 | $96M | +42,150 | +$5M |
| KBR - KBR Inc | 4.45% | Add +39.3% | 1,816,183 | $43.22 | $78M | +512,180 | +$15M |
| LW - Lamb Weston | 4.15% | New | 946,800 | $77.38 | $73M | +946,800 | +$73M |
| DDOG - Datadog · CL A | 3.97% | Add +164.8% | 789,175 | $88.78 | $70M | +491,135 | +$42M |
| VRT - Vertiv · CL A | 2.72% | New | 4,926,070 | $9.72 | $48M | +4,926,070 | +$48M |
| MSFT - Microsoft | 2.56% | Reduce −73.9% | 193,535 | $232.90 | $45M | −547,250 | −$145M |
| TECK - Teck Resources · CL B | 2.36% | Add +29.2% | 1,371,195 | $30.41 | $42M | +310,025 | +$9M |
| WSC - Willscot Mobil Mini Hldng · CL A | 2.24% | Reduce −44.7% | 977,631 | $40.33 | $39M | −790,000 | −$18M |
| WDAY - Workday · CL A | 2.08% | Add +192.0% | 240,925 | $152.22 | $37M | +158,425 | +$25M |
| FCX - Freeport-Mcmoran · CL B | 1.81% | Reduce −63.8% | 1,169,777 | $27.33 | $32M | −2,062,050 | −$63M |
| SE - Sea | 1.72% | New | 539,740 | $56.05 | $30M | +539,740 | +$30M |
| CTRA - Coterra Energy | 1.65% | Reduce −19.7% | 1,113,900 | $26.12 | $29M | −273,516 | −$7M |
| PANW - Palo Alto Networks | 1.44% | Add +201.3% | 154,848 | $163.79 | $25M | +103,448 | −$26K |
| CRWD - Crowdstrike · CL A | 1.43% | Reduce −33.1% | 153,524 | $164.81 | $25M | −76,076 | −$13M |
| Ppg Inds | 1.34% | New | 212,945 | $110.69 | $24M | +212,945 | +$24M |
| META - Meta Platforms · CL A | 1.23% | New | 160,360 | $135.68 | $22M | +160,360 | +$22M |
| Pioneer Nat Res | 1.12% | Add +88.9% | 91,530 | $216.53 | $20M | +43,075 | +$9M |
| PLTR - Palantir Technologies · CL A | 1.12% | Reduce −43.1% | 2,421,282 | $8.13 | $20M | −1,834,130 | −$19M |
| AMR - Alpha Metallurgical | 1.06% | New | 136,720 | $136.84 | $19M | +136,720 | +$19M |
| NTRA - Natera | 1.03% | New | 414,955 | $43.82 | $18M | +414,955 | +$18M |
| ALNY - Alnylam Pharmaceuticals | 1.01% | New | 88,910 | $200.16 | $18M | +88,910 | +$18M |
| Arch Resources · CL A | 0.99% | New | 147,935 | $118.60 | $18M | +147,935 | +$18M |
| New Fortress Energy · CL A | 0.96% | New | 387,325 | $43.71 | $17M | +387,325 | +$17M |
| EIX - Edison Intl | 0.92% | Hold | 287,600 | $56.58 | $16M | — | — |
| RXRX — · CL A | 0.84% | Add +406.5% | 1,385,950 | $10.64 | $15M | +1,112,300 | +$13M |
| NET - Cloudflare · CL A | 0.78% | New | 249,305 | $55.31 | $14M | +249,305 | +$14M |
| SHOP - Shopify · CL A | 0.75% | New | 490,250 | $26.94 | $13M | +490,250 | +$13M |
| CVE - Cenovus Energy | 0.73% | Reduce −21.6% | 837,845 | $15.37 | $13M | −231,500 | −$7M |
| BLDR - Builders Firstsource | 0.57% | New | 169,620 | $58.92 | $10M | +169,620 | +$10M |
| OPCH - Option Care Health | 0.56% | New | 312,100 | $31.47 | $10M | +312,100 | +$10M |
| EQT - EQT Corp | 0.55% | Reduce −7.3% | 240,080 | $40.75 | $10M | −18,975 | +$872K |
| OVV - Ovintiv | 0.51% | New | 194,120 | $46.00 | $9M | +194,120 | +$9M |
| AR - Antero Resources | 0.49% | Reduce −72.3% | 281,640 | $30.53 | $9M | −736,895 | −$23M |
| Enovix | 0.48% | New | 464,400 | $18.34 | $9M | +464,400 | +$9M |
| CARR - Carrier Global | 0.46% | New | 229,590 | $35.56 | $8M | +229,590 | +$8M |
| CEG - Constellation Energy | 0.42% | New | 88,825 | $83.19 | $7M | +88,825 | +$7M |
| NEE - Nextera Energy | 0.42% | New | 93,400 | $78.40 | $7M | +93,400 | +$7M |
| ABCL - Abcellera Biologics | 0.37% | Hold | 659,750 | $9.89 | $7M | — | — |
| TSM - Taiwan Semiconductor Mfg | 0.34% | New | 87,900 | $68.56 | $6M | +87,900 | +$6M |
| Smartsheet · CL A | 0.30% | Add +1.1% | 151,500 | $34.36 | $5M | +1,700 | +$498K |
| Liberty Media Del | 0.28% | New | 85,400 | $58.50 | $5M | +85,400 | +$5M |
| OSCR - Oscar Health · CL A | 0.28% | Hold | 994,289 | $4.99 | $5M | — | — |
| Opendoor Technologies | 0.27% | Add +560.1% | 1,538,085 | $3.11 | $5M | +1,305,085 | +$4M |
| RUN - Sunrun | 0.22% | New | 139,000 | $27.59 | $4M | +139,000 | +$4M |
| AVTR - Avantor | 0.21% | New | 189,695 | $19.60 | $4M | +189,695 | +$4M |
| Ihs | 0.20% | Hold | 771,096 | $4.46 | $3M | — | — |
| TXG - 10X Genomics · CL A | 0.19% | New | 116,715 | $28.48 | $3M | +116,715 | +$3M |
| SEDG - Solaredge Technologies | 0.18% | Hold | 13,400 | $231.49 | $3M | — | — |
| CRBU - Caribou Biosciences | 0.16% | Hold | 271,430 | $10.55 | $3M | — | — |
| MRNA - Moderna | 0.15% | Reduce −89.3% | 22,154 | $118.26 | $3M | −185,526 | −$27M |
| CCC — | 0.15% | Hold | 281,879 | $9.10 | $3M | — | — |
| Dish Network · CL A | 0.09% | Hold | 112,400 | $13.83 | $2M | — | — |
| Reata Pharmaceuticals · CL A | 0.08% | Hold | 58,997 | $25.14 | $1M | — | — |
| ACAD - Acadia Pharmaceuticals | 0.07% | Hold | 74,400 | $16.36 | $1M | — | — |
| COMP - Compass · CL A | 0.05% | Hold | 399,100 | $2.32 | $926K | — | — |
| BTU - Peabody Energy | 0.03% | New | 21,587 | $24.83 | $536K | +21,587 | +$536K |
| Sensei Biotherapeutics | 0.01% | Hold | 100,000 | $1.55 | $155K | — | — |
| Cazoo Group | 0.00% | Hold | 140,100 | $0.4568 | $64K | — | — |
Showing top 50 of 62 by value
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2022 Q2
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| WST - Westlake | 1.03% | Exit | 0 | $98.02 | $14M | −145,520 | −$14M |
| BKNG - Booking | 0.98% | Exit | 0 | $1,749 | $14M | −7,748 | −$14M |
| PSX - Phillips 66 | 0.71% | Exit | 0 | $81.99 | $10M | −119,380 | −$10M |
| IOT - Samsara · CL A | 0.32% | Exit | 0 | $11.17 | $4M | −400,900 | −$4M |
| PRCT - Procept Biorobotics | 0.09% | Exit | 0 | $32.70 | $1M | −39,266 | −$1M |
| GLBE - Global E Online | 0.03% | Exit | 0 | $20.17 | $407K | −20,180 | −$407K |
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