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 | 14.77% | Add +4.4% | 20,283,765 | $14.71 | $298M | +849,458 | −$26M |
| LLY - Lilly Eli & | 13.36% | Add +52.1% | 737,725 | $365.84 | $270M | +252,830 | +$113M |
| CVX - Chevron | 8.74% | Add +42.5% | 983,655 | $179.49 | $177M | +293,360 | +$77M |
| LW - Lamb Weston | 7.33% | Add +75.1% | 1,657,875 | $89.36 | $148M | +711,075 | +$75M |
| META - Meta Platforms · CL A | 5.37% | Add +462.3% | 901,675 | $120.34 | $109M | +741,315 | +$87M |
| KBR - KBR Inc | 4.41% | Reduce −7.1% | 1,687,468 | $52.80 | $89M | −128,715 | +$11M |
| NVDA - Nvidia | 4.22% | New | 582,915 | $146.14 | $85M | +582,915 | +$85M |
| VRT - Vertiv · CL A | 4.00% | Add +20.1% | 5,916,120 | $13.66 | $81M | +990,050 | +$33M |
| TECK - Teck Resources · CL B | 3.33% | Add +29.9% | 1,780,705 | $37.82 | $67M | +409,510 | +$26M |
| TMUS - T-Mobile Us | 3.15% | Reduce −36.8% | 454,362 | $140.00 | $64M | −264,655 | −$33M |
| CVE - Cenovus Energy | 2.60% | Add +222.4% | 2,701,140 | $19.41 | $52M | +1,863,295 | +$40M |
| OPCH - Option Care Health | 2.27% | Add +389.0% | 1,526,120 | $30.09 | $46M | +1,214,020 | +$36M |
| LEN - Lennar · CL A | 1.98% | New | 441,892 | $90.50 | $40M | +441,892 | +$40M |
| FCX - Freeport-Mcmoran · CL B | 1.58% | Reduce −28.4% | 837,627 | $38.00 | $32M | −332,150 | −$140K |
| DE - Deere | 1.55% | New | 72,905 | $428.76 | $31M | +72,905 | +$31M |
| OXY - Occidental | 1.31% | New | 420,580 | $62.99 | $26M | +420,580 | +$26M |
| NTRA - Natera | 1.28% | Add +55.1% | 643,530 | $40.17 | $26M | +228,575 | +$8M |
| T - At T | 1.25% | New | 1,375,780 | $18.41 | $25M | +1,375,780 | +$25M |
| DDOG - Datadog · CL A | 1.21% | Reduce −57.9% | 332,253 | $73.50 | $24M | −456,922 | −$46M |
| ALNY - Alnylam Pharmaceuticals | 1.05% | Hold | 88,910 | $237.65 | $21M | — | — |
| OVV - Ovintiv | 1.04% | Add +113.3% | 413,980 | $50.71 | $21M | +219,860 | +$12M |
| AMD - Advanced Micro Devices | 0.99% | New | 308,235 | $64.77 | $20M | +308,235 | +$20M |
| PH - Parker-Hannifin | 0.96% | New | 66,800 | $291.00 | $19M | +66,800 | +$19M |
| Arch Resources · CL A | 0.91% | Reduce −12.7% | 129,140 | $142.79 | $18M | −18,795 | +$895K |
| VALE - Vale S A | 0.88% | New | 1,045,000 | $16.97 | $18M | +1,045,000 | +$18M |
| CCJ - Cameco | 0.84% | New | 748,204 | $22.67 | $17M | +748,204 | +$17M |
| Pioneer Nat Res | 0.81% | Reduce −21.9% | 71,505 | $228.39 | $16M | −20,025 | −$3M |
| CAT - Caterpillar | 0.76% | New | 63,800 | $239.56 | $15M | +63,800 | +$15M |
| PANW - Palo Alto Networks | 0.75% | Reduce −29.4% | 109,270 | $139.54 | $15M | −45,578 | −$10M |
| WSC - Willscot Mobil Mini Hldng · CL A | 0.69% | Reduce −68.3% | 309,866 | $45.17 | $14M | −667,765 | −$25M |
| PSX - Phillips 66 | 0.59% | New | 113,850 | $104.08 | $12M | +113,850 | +$12M |
| RXRX — · CL A | 0.53% | Hold | 1,385,950 | $7.71 | $11M | — | — |
| DHI - D.R. Horton | 0.50% | New | 113,400 | $89.14 | $10M | +113,400 | +$10M |
| IOT - Samsara · CL A | 0.50% | New | 810,713 | $12.43 | $10M | +810,713 | +$10M |
| PLTR - Palantir Technologies · CL A | 0.40% | Reduce −47.5% | 1,270,707 | $6.42 | $8M | −1,150,575 | −$12M |
| NEE - Nextera Energy | 0.39% | Hold | 93,400 | $83.60 | $8M | — | — |
| CEG - Constellation Energy | 0.38% | Hold | 88,825 | $86.21 | $8M | — | — |
| ABCL - Abcellera Biologics | 0.33% | Hold | 659,750 | $10.13 | $7M | — | — |
| Enovix | 0.29% | Hold | 464,400 | $12.44 | $6M | — | — |
| AMR - Alpha Metallurgical | 0.29% | Reduce −71.2% | 39,370 | $146.39 | $6M | −97,350 | −$13M |
| Lgi Homes | 0.23% | New | 50,000 | $92.60 | $5M | +50,000 | +$5M |
| AVTR - Avantor | 0.20% | Hold | 189,695 | $21.09 | $4M | — | — |
| MRNA - Moderna | 0.20% | Hold | 22,154 | $179.62 | $4M | — | — |
| Ihs | 0.19% | Hold | 771,096 | $4.92 | $4M | — | — |
| ENTG - Entegris | 0.18% | New | 55,500 | $65.59 | $4M | +55,500 | +$4M |
| RUN - Sunrun | 0.17% | Hold | 139,000 | $24.02 | $3M | — | — |
| CCC — | 0.12% | Hold | 281,879 | $8.70 | $2M | — | — |
| OSCR - Oscar Health · CL A | 0.12% | Hold | 994,289 | $2.46 | $2M | — | — |
| Reata Pharmaceuticals · CL A | 0.11% | Hold | 58,997 | $37.99 | $2M | — | — |
| Kb Home | 0.09% | New | 58,535 | $31.85 | $2M | +58,535 | +$2M |
| Opendoor Technologies | 0.09% | Hold | 1,538,085 | $1.16 | $2M | — | — |
| Dish Network · CL A | 0.08% | Hold | 112,400 | $14.04 | $2M | — | — |
| ACAD - Acadia Pharmaceuticals | 0.06% | Hold | 74,400 | $15.92 | $1M | — | — |
| COMP - Compass · CL A | 0.05% | Hold | 399,100 | $2.33 | $930K | — | — |
| Sensei Biotherapeutics | 0.01% | Hold | 100,000 | $1.49 | $149K | — | — |
| JOBY - Joby Aviation | 0.00% | Hold | 11,246 | $3.35 | $38K | — | — |
| Cazoo Group | 0.00% | Hold | 140,100 | $0.1568 | $22K | — | — |
Showing top 50 of 57 by value
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2022 Q3
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| AMZN - Amazon | 5.81% | Exit | 0 | $113.00 | $102M | −906,250 | −$102M |
| MSFT - Microsoft | 2.56% | Exit | 0 | $232.90 | $45M | −193,535 | −$45M |
| WDAY - Workday · CL A | 2.08% | Exit | 0 | $152.22 | $37M | −240,925 | −$37M |
| SE - Sea | 1.72% | Exit | 0 | $56.05 | $30M | −539,740 | −$30M |
| CTRA - Coterra Energy | 1.65% | Exit | 0 | $26.12 | $29M | −1,113,900 | −$29M |
| CRWD - Crowdstrike · CL A | 1.43% | Exit | 0 | $164.81 | $25M | −153,524 | −$25M |
| Ppg Inds | 1.34% | Exit | 0 | $110.69 | $24M | −212,945 | −$24M |
| New Fortress Energy · CL A | 0.96% | Exit | 0 | $43.71 | $17M | −387,325 | −$17M |
| EIX - Edison Intl | 0.92% | Exit | 0 | $56.58 | $16M | −287,600 | −$16M |
| NET - Cloudflare · CL A | 0.78% | Exit | 0 | $55.31 | $14M | −249,305 | −$14M |
| SHOP - Shopify · CL A | 0.75% | Exit | 0 | $26.94 | $13M | −490,250 | −$13M |
| BLDR - Builders Firstsource | 0.57% | Exit | 0 | $58.92 | $10M | −169,620 | −$10M |
| EQT - EQT Corp | 0.55% | Exit | 0 | $40.75 | $10M | −240,080 | −$10M |
| AR - Antero Resources | 0.49% | Exit | 0 | $30.53 | $9M | −281,640 | −$9M |
| CARR - Carrier Global | 0.46% | Exit | 0 | $35.56 | $8M | −229,590 | −$8M |
| TSM - Taiwan Semiconductor Mfg | 0.34% | Exit | 0 | $68.56 | $6M | −87,900 | −$6M |
| Smartsheet · CL A | 0.30% | Exit | 0 | $34.36 | $5M | −151,500 | −$5M |
| Liberty Media Del | 0.28% | Exit | 0 | $58.50 | $5M | −85,400 | −$5M |
| TXG - 10X Genomics · CL A | 0.19% | Exit | 0 | $28.48 | $3M | −116,715 | −$3M |
| SEDG - Solaredge Technologies | 0.18% | Exit | 0 | $231.49 | $3M | −13,400 | −$3M |
| CRBU - Caribou Biosciences | 0.16% | Exit | 0 | $10.55 | $3M | −271,430 | −$3M |
| BTU - Peabody Energy | 0.03% | Exit | 0 | $24.83 | $536K | −21,587 | −$536K |
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