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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

2023 Q2 2023 Q1, filed 14 Aug, long equity only

Download CSV Download Excel All activity
NVDA, Nvidia 13.98%, was 9.53% Add +20.0% 950,075 $423.02 $402M +158,600 +$182M
CPNG, Coupang 12.65% Add +3.1% 20,903,865 $17.40 $364M +620,100 +$61M
MSFT, Microsoft 9.82%, was 9.11% Add +13.7% 828,960 $340.54 $282M +99,920 +$72M
LLY, Eli Lilly 8.75%, was 9.02% Reduce −11.5% 536,445 $468.98 $252M −69,765 +$43M
LW, Lamb Weston 8.26% Add +4.4% 2,066,610 $114.95 $238M +87,800 +$31M
TMUS, T-Mobile US 5.70%, was 3.13% Add +136.8% 1,179,562 $138.90 $164M +681,358 +$92M
TECK, Teck Resources 5.00% Add +5.6% 3,416,742 $42.10 $144M +181,395 +$26M
OPCH, Option Care Health 4.96%, was 1.11% Add +446.3% 4,391,174 $32.49 $143M +3,587,359 +$117M
NWSA, News Corp Class A 3.07%, was 2.06% Add +64.2% 4,524,525 $19.50 $88M +1,768,400 +$41M
GE, GE Aerospace 2.81% New 736,095 $109.85 $81M +736,095 +$81M
TSM, Taiwan Semiconductor 1.71%, was 2.33% Reduce −16.0% 486,190 $100.92 $49M −92,400 −$4.8M
IQV, IQVIA 1.55%, was 4.09% Reduce −58.1% 198,760 $224.77 $45M −275,740 −$50M
NTRA, Natera 1.51% Hold 893,030 $48.66 $43M — —
BLDR, Builders FirstSource 1.47% New 310,300 $136.00 $42M +310,300 +$42M
PTC, PTC Inc 1.35% New 273,434 $142.30 $39M +273,434 +$39M
CVX, Chevron 1.22% Hold 223,500 $157.35 $35M — —
KBR, KBR Inc 1.14%, was 4.29% Reduce −71.9% 505,658 $65.06 $33M −1,293,986 −$66M
ORCL, Oracle 1.12% New 271,265 $119.09 $32M +271,265 +$32M
VRT, Vertiv 1.06%, was 1.26% Reduce −39.5% 1,233,755 $24.77 $31M −806,191 +$1.4M
AMZN, Amazon 0.99%, was 3.62% Reduce −73.0% 218,380 $130.36 $28M −589,595 −$55M
CCJ, Cameco 0.95% New 869,740 $31.33 $27M +869,740 +$27M
SGI, Tempur Sealy International 0.73% New 525,050 $40.07 $21M +525,050 +$21M
WCC, Wesco International 0.73% New 116,900 $179.06 $21M +116,900 +$21M
Skechers 0.68%, was 1.11% Reduce −31.3% 371,125 $52.66 $20M −168,925 −$6.1M
MRVL, Marvell Technology 0.65%, was 1.07% Reduce −45.0% 314,320 $59.78 $19M −257,000 −$5.9M
CDNS, Cadence Design Systems 0.62% New 75,395 $234.52 $18M +75,395 +$18M
DASH, DoorDash 0.55% New 206,900 $76.42 $16M +206,900 +$16M
META, Meta Platforms 0.55%, was 2.20% Reduce −77.2% 54,665 $286.98 $16M −184,950 −$35M
UBS 0.53% New 759,500 $20.24 $15M +759,500 +$15M
ANET, Arista Networks 0.53%, was 0.23% Add +193.7% 93,980 $162.06 $15M +61,980 +$9.9M
NWSA, News Corp Class B 0.50%, was 0.46% Add +19.2% 730,700 $19.72 $14M +117,650 +$3.7M
MU, Micron Technology 0.49% New 222,200 $63.11 $14M +222,200 +$14M
WRBY, Warby Parker 0.43%, was 0.30% Add +64.6% 1,064,139 $11.69 $12M +417,639 +$5.6M
CHTR, Charter Communications 0.38% New 29,500 $367.36 $11M +29,500 +$11M
VNO, Vornado Realty Trust 0.38% New 594,400 $18.14 $11M +594,400 +$11M
World Wrestling Entertainment 0.37% New 98,365 $108.47 $11M +98,365 +$11M
RXRX 0.36% Hold 1,385,950 $7.47 $10M — —
ILMN, Illumina 0.36%, was 1.10% Reduce −49.8% 54,885 $187.48 $10M −54,400 −$15M
CP, Canadian Pacific Kansas City 0.35% New 123,600 $80.79 $10M +123,600 +$10M
Opendoor Technologies 0.22% Hold 1,538,085 $4.02 $6.2M — —
Ihs 0.21%, was 0.23% Reduce −0.1% 770,310 $7.82 $6M −786 +$623K
FUL, Fuller 0.19% New 75,500 $71.51 $5.4M +75,500 +$5.4M
CSL, Carlisle Companies 0.19% New 20,800 $256.54 $5.3M +20,800 +$5.3M
RPM, Rpm International 0.18% New 59,000 $89.73 $5.3M +59,000 +$5.3M
J, Jacobs Solutions 0.18% New 43,400 $118.89 $5.2M +43,400 +$5.2M
FSLR, First Solar 0.16% New 24,725 $190.09 $4.7M +24,725 +$4.7M
ABCL, Abcellera Biologics 0.15% Hold 659,750 $6.46 $4.3M — —
CCC 0.11% Hold 281,879 $11.21 $3.2M — —
ACAD, Acadia Pharmaceuticals 0.06% Hold 74,400 $23.95 $1.8M — —
COMP, Compass 0.05% Hold 399,100 $3.50 $1.4M — —

Showing top 50 of 53 by value

Exits / last held

Gone since 2023 Q1, shown at their last reported size.

Stock % of portfolio Recent activity Shares Reported price* Value Share change $ change
GOOGL, Alphabet 3.95% Exit 0 $103.73 $91M −877,720 −$91M
FCX, Freeport-McMoRan 1.48% Exit 0 $40.91 $34M −837,627 −$34M
AMD, Advanced Micro Devices 1.40% Exit 0 $98.01 $32M −329,677 −$32M
GOLD, Barrick Gold 0.95% Exit 0 $18.57 $22M −1,176,875 −$22M
PANW, Palo Alto Networks 0.65% Exit 0 $199.73 $15M −75,235 −$15M
PSX, Phillips 66 0.44% Exit 0 $101.38 $10M −100,555 −$10M
WSC, Willscot Mobil Mini Hldng 0.44% Exit 0 $46.88 $10M −215,500 −$10M
Arch Resources 0.43% Exit 0 $131.46 $9.9M −75,665 −$9.9M
Iveric Bio 0.42% Exit 0 $24.33 $9.7M −400,000 −$9.7M
HUBS, HubSpot 0.38% Exit 0 $428.77 $8.7M −20,300 −$8.7M
PLTR, Palantir 0.26% Exit 0 $8.45 $5.9M −700,707 −$5.9M
TOST, Toast 0.25% Exit 0 $17.75 $5.8M −327,700 −$5.8M
Ishares Trust 0.23% Exit 0 $29.53 $5.4M −183,410 −$5.4M
BABA, Alibaba 0.23% Exit 0 $102.17 $5.2M −50,915 −$5.2M
BNTX, Biontech 0.21% Exit 0 $124.56 $4.8M −38,800 −$4.8M
MRNA, Moderna 0.15% Exit 0 $153.56 $3.4M −22,154 −$3.4M

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 2023 Q1. 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