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 | 13.65% | Reduce −7.9% | 874,656 | $434.99 | $380M | −75,419 | −$21M |
| CPNG - Coupang · CL A | 12.75% | Hold | 20,903,865 | $17.00 | $355M | — | — |
| MSFT - Microsoft | 11.53% | Add +22.7% | 1,017,260 | $315.75 | $321M | +188,300 | +$39M |
| LLY - Eli Lilly & | 8.75% | Reduce −15.3% | 454,115 | $537.13 | $244M | −82,330 | −$8M |
| TECK - Teck Resources · CL B | 6.35% | Add +20.2% | 4,105,677 | $43.09 | $177M | +688,935 | +$33M |
| LW - Lamb Weston | 6.06% | Reduce −11.6% | 1,826,090 | $92.46 | $169M | −240,520 | −$69M |
| GOOGL - Alphabet · CL A | 3.94% | New | 838,375 | $130.86 | $110M | +838,375 | +$110M |
| TMUS - T-Mobile Us | 3.80% | Reduce −35.9% | 756,675 | $140.05 | $106M | −422,887 | −$58M |
| NWSA - News · CL A | 3.43% | Add +5.5% | 4,772,025 | $20.06 | $96M | +247,500 | +$7M |
| GE - GE Aerospace | 2.92% | Hold | 736,095 | $110.55 | $81M | — | — |
| VRT - Vertiv · CL A | 2.52% | Add +52.9% | 1,886,250 | $37.20 | $70M | +652,495 | +$40M |
| VST - Vistra | 2.37% | New | 1,988,561 | $33.18 | $66M | +1,988,561 | +$66M |
| CVX - Chevron | 2.33% | Add +72.1% | 384,595 | $168.62 | $65M | +161,095 | +$30M |
| STX - Seagate | 2.17% | New | 915,043 | $65.95 | $60M | +915,043 | +$60M |
| BLDR - Builders Firstsource | 2.06% | Add +48.5% | 460,755 | $124.49 | $57M | +150,455 | +$15M |
| UBS - Ubs Group Ag | 1.94% | Add +187.5% | 2,183,445 | $24.76 | $54M | +1,423,945 | +$39M |
| AVGO - Broadcom | 1.55% | New | 51,956 | $830.59 | $43M | +51,956 | +$43M |
| NTRA - Natera | 1.42% | Hold | 893,030 | $44.25 | $40M | — | — |
| OPCH - Option Care Health | 1.40% | Reduce −72.6% | 1,205,350 | $32.35 | $39M | −3,185,824 | −$104M |
| CCJ - Cameco | 1.24% | Hold | 869,740 | $39.64 | $34M | — | — |
| KBR - KBR Inc | 1.07% | Hold | 505,658 | $58.94 | $30M | — | — |
| BABA - Alibaba Group | 0.96% | New | 307,500 | $86.74 | $27M | +307,500 | +$27M |
| NWSA - News · CL B | 0.73% | Add +33.5% | 975,600 | $20.87 | $20M | +244,900 | +$6M |
| VEEV - Veeva Sys · CL A | 0.70% | New | 95,700 | $203.45 | $19M | +95,700 | +$19M |
| DHR - Danaher | 0.68% | New | 76,040 | $248.11 | $19M | +76,040 | +$19M |
| AMZN - Amazon | 0.62% | Reduce −37.4% | 136,690 | $127.12 | $17M | −81,690 | −$11M |
| RIG - Transocean | 0.54% | New | 1,844,175 | $8.21 | $15M | +1,844,175 | +$15M |
| WDC - Western Digital | 0.38% | New | 230,000 | $45.63 | $10M | +230,000 | +$10M |
| J - Jacobs Solutions | 0.36% | Add +71.5% | 74,415 | $136.50 | $10M | +31,015 | +$5M |
| SPHR - Sphere Entertainment · CL A | 0.36% | New | 270,270 | $37.16 | $10M | +270,270 | +$10M |
| CP - Canadian Pacific | 0.32% | Reduce −3.6% | 119,100 | $74.41 | $9M | −4,500 | −$1M |
| RXRX — · CL A | 0.25% | Reduce −34.6% | 906,767 | $7.65 | $7M | −479,183 | −$3M |
| TKO - Tko Group · CL A | 0.19% | New | 61,465 | $84.06 | $5M | +61,465 | +$5M |
| CEG - Constellation Energy | 0.15% | New | 38,656 | $109.09 | $4M | +38,656 | +$4M |
| Opendoor Technologies | 0.15% | Hold | 1,538,085 | $2.64 | $4M | — | — |
| Ihs | 0.12% | Hold | 770,310 | $4.44 | $3M | — | — |
| ABCL - Abcellera Biologics | 0.11% | Hold | 659,750 | $4.60 | $3M | — | — |
| LPX - Louisiana Pac | 0.11% | New | 54,432 | $55.26 | $3M | +54,432 | +$3M |
| COMP - Compass · CL A | 0.04% | Hold | 399,100 | $2.90 | $1M | — | — |
| JOBY - Joby Aviation | 0.01% | Add +100.0% | 22,492 | $6.45 | $145K | +11,246 | +$30K |
| Sensei Biotherapeutics | 0.00% | Hold | 100,000 | $0.8000 | $80K | — | — |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2023 Q2
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| TSM - Taiwan Semiconductor Mfg | 1.71% | Exit | 0 | $100.92 | $49M | −486,190 | −$49M |
| IQV - IQVIA | 1.55% | Exit | 0 | $224.77 | $45M | −198,760 | −$45M |
| PTC - PTC Inc | 1.35% | Exit | 0 | $142.30 | $39M | −273,434 | −$39M |
| ORCL - Oracle | 1.12% | Exit | 0 | $119.09 | $32M | −271,265 | −$32M |
| SGI - Tempur Sealy Intl | 0.73% | Exit | 0 | $40.07 | $21M | −525,050 | −$21M |
| WCC - Wesco Intl | 0.73% | Exit | 0 | $179.06 | $21M | −116,900 | −$21M |
| Skechers U S A · CL A | 0.68% | Exit | 0 | $52.66 | $20M | −371,125 | −$20M |
| MRVL - Marvell Technology | 0.65% | Exit | 0 | $59.78 | $19M | −314,320 | −$19M |
| CDNS - Cadence Design System | 0.62% | Exit | 0 | $234.52 | $18M | −75,395 | −$18M |
| DASH - Doordash · CL A | 0.55% | Exit | 0 | $76.42 | $16M | −206,900 | −$16M |
| META - Meta Platforms · CL A | 0.55% | Exit | 0 | $286.98 | $16M | −54,665 | −$16M |
| ANET - Arista Networks | 0.53% | Exit | 0 | $162.06 | $15M | −93,980 | −$15M |
| MU - Micron Technology | 0.49% | Exit | 0 | $63.11 | $14M | −222,200 | −$14M |
| WRBY - Warby Parker · CL A | 0.43% | Exit | 0 | $11.69 | $12M | −1,064,139 | −$12M |
| CHTR - Charter Communications · CL A | 0.38% | Exit | 0 | $367.36 | $11M | −29,500 | −$11M |
| VNO - Vornado Rlty Tr | 0.38% | Exit | 0 | $18.14 | $11M | −594,400 | −$11M |
| World Wrestling Entmt · CL A | 0.37% | Exit | 0 | $108.47 | $11M | −98,365 | −$11M |
| ILMN - Illumina | 0.36% | Exit | 0 | $187.48 | $10M | −54,885 | −$10M |
| FUL - Fuller H B | 0.19% | Exit | 0 | $71.51 | $5M | −75,500 | −$5M |
| CSL - Carlisle Cos | 0.19% | Exit | 0 | $256.54 | $5M | −20,800 | −$5M |
| RPM - Rpm Intl | 0.18% | Exit | 0 | $89.73 | $5M | −59,000 | −$5M |
| FSLR - First Solar | 0.16% | Exit | 0 | $190.09 | $5M | −24,725 | −$5M |
| CCC — | 0.11% | Exit | 0 | $11.21 | $3M | −281,879 | −$3M |
| ACAD - Acadia Pharmaceuticals | 0.06% | Exit | 0 | $23.95 | $2M | −74,400 | −$2M |
| Grove Collaborative Hold · CL A | 0.01% | Exit | 0 | $1.77 | $348K | −196,571 | −$348K |
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