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
| NVDA - Nvidia | 13.98% | Add +20.0% | 950,075 | $423.02 | $402M | +158,600 | +$182M |
| CPNG - Coupang · CL A | 12.65% | Add +3.1% | 20,903,865 | $17.40 | $364M | +620,100 | +$61M |
| MSFT - Microsoft | 9.82% | Add +13.7% | 828,960 | $340.54 | $282M | +99,920 | +$72M |
| LLY - Lilly Eli & | 8.75% | 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% | Add +136.8% | 1,179,562 | $138.90 | $164M | +681,358 | +$92M |
| TECK - Teck Resources · CL B | 5.00% | Add +5.6% | 3,416,742 | $42.10 | $144M | +181,395 | +$26M |
| OPCH - Option Care Health | 4.96% | Add +446.3% | 4,391,174 | $32.49 | $143M | +3,587,359 | +$117M |
| NWSA - News · CL A | 3.07% | 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 Mfg | 1.71% | Reduce −16.0% | 486,190 | $100.92 | $49M | −92,400 | −$5M |
| IQV - IQVIA | 1.55% | 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% | 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 · CL A | 1.06% | Reduce −39.5% | 1,233,755 | $24.77 | $31M | −806,191 | +$1M |
| AMZN - Amazon | 0.99% | 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 Intl | 0.73% | New | 525,050 | $40.07 | $21M | +525,050 | +$21M |
| WCC - Wesco Intl | 0.73% | New | 116,900 | $179.06 | $21M | +116,900 | +$21M |
| Skechers U S A · CL A | 0.68% | Reduce −31.3% | 371,125 | $52.66 | $20M | −168,925 | −$6M |
| MRVL - Marvell Technology | 0.65% | Reduce −45.0% | 314,320 | $59.78 | $19M | −257,000 | −$6M |
| CDNS - Cadence Design System | 0.62% | New | 75,395 | $234.52 | $18M | +75,395 | +$18M |
| DASH - Doordash · CL A | 0.55% | New | 206,900 | $76.42 | $16M | +206,900 | +$16M |
| META - Meta Platforms · CL A | 0.55% | Reduce −77.2% | 54,665 | $286.98 | $16M | −184,950 | −$35M |
| UBS - Ubs Group Ag | 0.53% | New | 759,500 | $20.24 | $15M | +759,500 | +$15M |
| ANET - Arista Networks | 0.53% | Add +193.7% | 93,980 | $162.06 | $15M | +61,980 | +$10M |
| NWSA - News · CL B | 0.50% | Add +19.2% | 730,700 | $19.72 | $14M | +117,650 | +$4M |
| MU - Micron Technology | 0.49% | New | 222,200 | $63.11 | $14M | +222,200 | +$14M |
| WRBY - Warby Parker · CL A | 0.43% | Add +64.6% | 1,064,139 | $11.69 | $12M | +417,639 | +$6M |
| CHTR - Charter Communications · CL A | 0.38% | New | 29,500 | $367.36 | $11M | +29,500 | +$11M |
| VNO - Vornado Rlty Tr | 0.38% | New | 594,400 | $18.14 | $11M | +594,400 | +$11M |
| World Wrestling Entmt · CL A | 0.37% | New | 98,365 | $108.47 | $11M | +98,365 | +$11M |
| RXRX — · CL A | 0.36% | Hold | 1,385,950 | $7.47 | $10M | — | — |
| ILMN - Illumina | 0.36% | Reduce −49.8% | 54,885 | $187.48 | $10M | −54,400 | −$15M |
| CP - Canadian Pacific | 0.35% | New | 123,600 | $80.79 | $10M | +123,600 | +$10M |
| Opendoor Technologies | 0.22% | Hold | 1,538,085 | $4.02 | $6M | — | — |
| Ihs | 0.21% | Reduce −0.1% | 770,310 | $7.82 | $6M | −786 | +$623K |
| FUL - Fuller H B | 0.19% | New | 75,500 | $71.51 | $5M | +75,500 | +$5M |
| CSL - Carlisle Cos | 0.19% | New | 20,800 | $256.54 | $5M | +20,800 | +$5M |
| RPM - Rpm Intl | 0.18% | New | 59,000 | $89.73 | $5M | +59,000 | +$5M |
| J - Jacobs Solutions | 0.18% | New | 43,400 | $118.89 | $5M | +43,400 | +$5M |
| FSLR - First Solar | 0.16% | New | 24,725 | $190.09 | $5M | +24,725 | +$5M |
| ABCL - Abcellera Biologics | 0.15% | Hold | 659,750 | $6.46 | $4M | — | — |
| CCC — | 0.11% | Hold | 281,879 | $11.21 | $3M | — | — |
| ACAD - Acadia Pharmaceuticals | 0.06% | Hold | 74,400 | $23.95 | $2M | — | — |
| COMP - Compass · CL A | 0.05% | Hold | 399,100 | $3.50 | $1M | — | — |
| Grove Collaborative Hold · CL A | 0.01% | New | 196,571 | $1.77 | $348K | +196,571 | +$348K |
| JOBY - Joby Aviation | 0.00% | Hold | 11,246 | $10.23 | $115K | — | — |
| Sensei Biotherapeutics | 0.00% | Hold | 100,000 | $1.14 | $114K | — | — |
Showing top 50 of 53 by value
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2023 Q1
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| GOOGL - Alphabet · CL A | 3.95% | Exit | 0 | $103.73 | $91M | −877,720 | −$91M |
| FCX - Freeport-Mcmoran · CL B | 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 · CL A | 0.44% | Exit | 0 | $46.88 | $10M | −215,500 | −$10M |
| Arch Resources · CL A | 0.43% | Exit | 0 | $131.46 | $10M | −75,665 | −$10M |
| Iveric Bio | 0.42% | Exit | 0 | $24.33 | $10M | −400,000 | −$10M |
| HUBS - Hubspot | 0.38% | Exit | 0 | $428.77 | $9M | −20,300 | −$9M |
| PLTR - Palantir Technologies · CL A | 0.26% | Exit | 0 | $8.45 | $6M | −700,707 | −$6M |
| TOST - Toast · CL A | 0.25% | Exit | 0 | $17.75 | $6M | −327,700 | −$6M |
| Ishares Tr | 0.23% | Exit | 0 | $29.53 | $5M | −183,410 | −$5M |
| BABA - Alibaba Group | 0.23% | Exit | 0 | $102.17 | $5M | −50,915 | −$5M |
| BNTX - Biontech Se | 0.21% | Exit | 0 | $124.56 | $5M | −38,800 | −$5M |
| MRNA - Moderna | 0.15% | Exit | 0 | $153.56 | $3M | −22,154 | −$3M |
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