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 | 13.10% | Hold | 20,283,765 | $14.91 | $302M | — | — |
| NVDA - Nvidia | 9.53% | Add +35.8% | 791,475 | $277.77 | $220M | +208,560 | +$135M |
| MSFT - Microsoft | 9.11% | New | 729,040 | $288.30 | $210M | +729,040 | +$210M |
| LLY - Lilly Eli & | 9.02% | Reduce −17.8% | 606,210 | $343.42 | $208M | −131,515 | −$62M |
| LW - Lamb Weston | 8.96% | Add +19.4% | 1,978,810 | $104.52 | $207M | +320,935 | +$59M |
| TECK - Teck Resources · CL B | 5.12% | Add +81.7% | 3,235,347 | $36.50 | $118M | +1,454,642 | +$51M |
| KBR - KBR Inc | 4.29% | Add +6.6% | 1,799,644 | $55.05 | $99M | +112,176 | +$10M |
| IQV - IQVIA | 4.09% | New | 474,500 | $198.89 | $94M | +474,500 | +$94M |
| GOOGL - Alphabet · CL A | 3.95% | New | 877,720 | $103.73 | $91M | +877,720 | +$91M |
| AMZN - Amazon | 3.62% | New | 807,975 | $103.29 | $83M | +807,975 | +$83M |
| TMUS - T-Mobile Us | 3.13% | Add +9.6% | 498,204 | $144.84 | $72M | +43,842 | +$9M |
| TSM - Taiwan Semiconductor Mfg | 2.33% | New | 578,590 | $93.02 | $54M | +578,590 | +$54M |
| META - Meta Platforms · CL A | 2.20% | Reduce −73.4% | 239,615 | $211.94 | $51M | −662,060 | −$58M |
| NTRA - Natera | 2.15% | Add +38.8% | 893,030 | $55.52 | $50M | +249,500 | +$24M |
| NWSA - News · CL A | 2.06% | New | 2,756,125 | $17.27 | $48M | +2,756,125 | +$48M |
| CVX - Chevron | 1.58% | Reduce −77.3% | 223,500 | $163.16 | $36M | −760,155 | −$140M |
| FCX - Freeport-Mcmoran · CL B | 1.48% | Hold | 837,627 | $40.91 | $34M | — | — |
| AMD - Advanced Micro Devices | 1.40% | Add +7.0% | 329,677 | $98.01 | $32M | +21,442 | +$12M |
| VRT - Vertiv · CL A | 1.26% | Reduce −65.5% | 2,039,946 | $14.31 | $29M | −3,876,174 | −$52M |
| Skechers U S A · CL A | 1.11% | New | 540,050 | $47.52 | $26M | +540,050 | +$26M |
| OPCH - Option Care Health | 1.11% | Reduce −47.3% | 803,815 | $31.77 | $26M | −722,305 | −$20M |
| ILMN - Illumina | 1.10% | New | 109,285 | $232.55 | $25M | +109,285 | +$25M |
| MRVL - Marvell Technology | 1.07% | New | 571,320 | $43.30 | $25M | +571,320 | +$25M |
| GOLD - Barrick Gold | 0.95% | New | 1,176,875 | $18.57 | $22M | +1,176,875 | +$22M |
| PANW - Palo Alto Networks | 0.65% | Reduce −31.1% | 75,235 | $199.73 | $15M | −34,035 | −$221K |
| NWSA - News · CL B | 0.46% | New | 613,050 | $17.43 | $11M | +613,050 | +$11M |
| PSX - Phillips 66 | 0.44% | Reduce −11.7% | 100,555 | $101.38 | $10M | −13,295 | −$2M |
| WSC - Willscot Mobil Mini Hldng · CL A | 0.44% | Reduce −30.5% | 215,500 | $46.88 | $10M | −94,366 | −$4M |
| Arch Resources · CL A | 0.43% | Reduce −41.4% | 75,665 | $131.46 | $10M | −53,475 | −$8M |
| Iveric Bio | 0.42% | New | 400,000 | $24.33 | $10M | +400,000 | +$10M |
| RXRX — · CL A | 0.40% | Hold | 1,385,950 | $6.68 | $9M | — | — |
| HUBS - Hubspot | 0.38% | New | 20,300 | $428.77 | $9M | +20,300 | +$9M |
| WRBY - Warby Parker · CL A | 0.30% | New | 646,500 | $10.59 | $7M | +646,500 | +$7M |
| PLTR - Palantir Technologies · CL A | 0.26% | Reduce −44.9% | 700,707 | $8.45 | $6M | −570,000 | −$2M |
| TOST - Toast · CL A | 0.25% | New | 327,700 | $17.75 | $6M | +327,700 | +$6M |
| Ishares Tr | 0.23% | New | 183,410 | $29.53 | $5M | +183,410 | +$5M |
| Ihs | 0.23% | Hold | 771,096 | $7.01 | $5M | — | — |
| ANET - Arista Networks | 0.23% | New | 32,000 | $167.88 | $5M | +32,000 | +$5M |
| BABA - Alibaba Group | 0.23% | New | 50,915 | $102.17 | $5M | +50,915 | +$5M |
| ABCL - Abcellera Biologics | 0.22% | Hold | 659,750 | $7.54 | $5M | — | — |
| BNTX - Biontech Se | 0.21% | New | 38,800 | $124.56 | $5M | +38,800 | +$5M |
| MRNA - Moderna | 0.15% | Hold | 22,154 | $153.56 | $3M | — | — |
| Opendoor Technologies | 0.12% | Hold | 1,538,085 | $1.76 | $3M | — | — |
| CCC — | 0.11% | Hold | 281,879 | $8.97 | $3M | — | — |
| ACAD - Acadia Pharmaceuticals | 0.06% | Hold | 74,400 | $18.82 | $1M | — | — |
| COMP - Compass · CL A | 0.06% | Hold | 399,100 | $3.23 | $1M | — | — |
| Sensei Biotherapeutics | 0.01% | Hold | 100,000 | $1.50 | $150K | — | — |
| JOBY - Joby Aviation | 0.00% | Hold | 11,246 | $3.38 | $38K | — | — |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2022 Q4
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| CVE - Cenovus Energy | 2.60% | Exit | 0 | $19.41 | $52M | −2,701,140 | −$52M |
| LEN - Lennar · CL A | 1.98% | Exit | 0 | $90.50 | $40M | −441,892 | −$40M |
| DE - Deere | 1.55% | Exit | 0 | $428.76 | $31M | −72,905 | −$31M |
| OXY - Occidental | 1.31% | Exit | 0 | $62.99 | $26M | −420,580 | −$26M |
| T - At T | 1.25% | Exit | 0 | $18.41 | $25M | −1,375,780 | −$25M |
| DDOG - Datadog · CL A | 1.21% | Exit | 0 | $73.50 | $24M | −332,253 | −$24M |
| ALNY - Alnylam Pharmaceuticals | 1.05% | Exit | 0 | $237.64 | $21M | −88,910 | −$21M |
| OVV - Ovintiv | 1.04% | Exit | 0 | $50.71 | $21M | −413,980 | −$21M |
| PH - Parker-Hannifin | 0.96% | Exit | 0 | $291.00 | $19M | −66,800 | −$19M |
| VALE - Vale S A | 0.88% | Exit | 0 | $16.97 | $18M | −1,045,000 | −$18M |
| CCJ - Cameco | 0.84% | Exit | 0 | $22.67 | $17M | −748,204 | −$17M |
| Pioneer Nat Res | 0.81% | Exit | 0 | $228.39 | $16M | −71,505 | −$16M |
| CAT - Caterpillar | 0.76% | Exit | 0 | $239.56 | $15M | −63,800 | −$15M |
| DHI - D.R. Horton | 0.50% | Exit | 0 | $89.14 | $10M | −113,400 | −$10M |
| IOT - Samsara · CL A | 0.50% | Exit | 0 | $12.43 | $10M | −810,713 | −$10M |
| NEE - Nextera Energy | 0.39% | Exit | 0 | $83.60 | $8M | −93,400 | −$8M |
| CEG - Constellation Energy | 0.38% | Exit | 0 | $86.21 | $8M | −88,825 | −$8M |
| Enovix | 0.29% | Exit | 0 | $12.44 | $6M | −464,400 | −$6M |
| AMR - Alpha Metallurgical | 0.29% | Exit | 0 | $146.38 | $6M | −39,370 | −$6M |
| Lgi Homes | 0.23% | Exit | 0 | $92.60 | $5M | −50,000 | −$5M |
| AVTR - Avantor | 0.20% | Exit | 0 | $21.09 | $4M | −189,695 | −$4M |
| ENTG - Entegris | 0.18% | Exit | 0 | $65.59 | $4M | −55,500 | −$4M |
| RUN - Sunrun | 0.17% | Exit | 0 | $24.02 | $3M | −139,000 | −$3M |
| OSCR - Oscar Health · CL A | 0.12% | Exit | 0 | $2.46 | $2M | −994,289 | −$2M |
| Reata Pharmaceuticals · CL A | 0.11% | Exit | 0 | $37.98 | $2M | −58,997 | −$2M |
| Kb Home | 0.09% | Exit | 0 | $31.84 | $2M | −58,535 | −$2M |
| Dish Network · CL A | 0.08% | Exit | 0 | $14.04 | $2M | −112,400 | −$2M |
| Cazoo Group | — | Exit | 0 | $0.1570 | $22K | −140,100 | −$22K |
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