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
| MSFT - Microsoft | 12.19% | Add +6.8% | 1,086,120 | $376.04 | $408M | +68,860 | +$87M |
| CPNG - Coupang · CL A | 11.07% | Add +9.6% | 22,914,940 | $16.19 | $371M | +2,011,075 | +$16M |
| NVDA - Nvidia | 9.12% | Reduce −29.4% | 617,494 | $495.22 | $306M | −257,162 | −$75M |
| LLY - Eli Lilly & | 7.00% | Reduce −11.4% | 402,550 | $582.92 | $235M | −51,565 | −$9M |
| TECK - Teck Resources · CL B | 6.97% | Add +34.6% | 5,524,602 | $42.27 | $234M | +1,418,925 | +$57M |
| STX - Seagate | 5.39% | Add +131.3% | 2,116,108 | $85.37 | $181M | +1,201,065 | +$120M |
| VRT - Vertiv · CL A | 3.32% | Add +22.7% | 2,313,500 | $48.03 | $111M | +427,250 | +$41M |
| NWSA - News · CL A | 2.96% | Reduce −15.2% | 4,045,120 | $24.55 | $99M | −726,905 | +$4M |
| GE - GE Aerospace | 2.80% | Hold | 736,095 | $127.63 | $94M | — | — |
| VST - Vistra | 2.74% | Add +19.9% | 2,385,061 | $38.52 | $92M | +396,500 | +$26M |
| UBS - Ubs Group Ag | 2.23% | Add +10.6% | 2,414,735 | $31.01 | $75M | +231,290 | +$21M |
| KBR - KBR Inc | 1.92% | Add +129.1% | 1,158,535 | $55.41 | $64M | +652,877 | +$34M |
| LW - Lamb Weston | 1.74% | Reduce −70.5% | 539,209 | $108.09 | $58M | −1,286,881 | −$111M |
| CCJ - Cameco | 1.71% | Add +53.2% | 1,332,625 | $43.10 | $57M | +462,885 | +$23M |
| CVX - Chevron | 1.71% | Hold | 384,595 | $149.16 | $57M | — | — |
| NTRA - Natera | 1.67% | Hold | 893,030 | $62.64 | $56M | — | — |
| ANET - Arista Networks | 1.65% | New | 234,185 | $235.51 | $55M | +234,185 | +$55M |
| WWD - Woodward | 1.64% | New | 404,635 | $136.13 | $55M | +404,635 | +$55M |
| OPCH - Option Care Health | 1.46% | Add +20.8% | 1,456,215 | $33.69 | $49M | +250,865 | +$10M |
| SGI - Tempur Sealy Intl | 1.14% | New | 749,100 | $50.97 | $38M | +749,100 | +$38M |
| FLEX - Flextronics | 1.03% | New | 1,134,400 | $30.46 | $35M | +1,134,400 | +$35M |
| GOLD - Barrick Gold | 0.95% | New | 1,758,300 | $18.09 | $32M | +1,758,300 | +$32M |
| BAH — · CL A | 0.90% | New | 235,800 | $127.91 | $30M | +235,800 | +$30M |
| TKO - Tko Group · CL A | 0.80% | Add +431.6% | 326,735 | $81.58 | $27M | +265,270 | +$21M |
| NWSA - News · CL B | 0.75% | Hold | 975,600 | $25.72 | $25M | — | — |
| MRVL - Marvell Technology | 0.65% | New | 363,585 | $60.31 | $22M | +363,585 | +$22M |
| FCX - Freeport-Mcmoran · CL B | 0.60% | New | 471,535 | $42.57 | $20M | +471,535 | +$20M |
| NEM - Newmont | 0.59% | New | 474,250 | $41.39 | $20M | +474,250 | +$20M |
| PANW - Palo Alto Networks | 0.57% | New | 64,715 | $294.88 | $19M | +64,715 | +$19M |
| PSTG - Pure Storage · CL A | 0.57% | New | 531,247 | $35.66 | $19M | +531,247 | +$19M |
| VEEV - Veeva Sys · CL A | 0.55% | Hold | 95,700 | $192.52 | $18M | — | — |
| GTM - Zoominfo Technologies | 0.51% | New | 924,100 | $18.49 | $17M | +924,100 | +$17M |
| DKNG - Draftkings · CL A | 0.45% | New | 423,850 | $35.25 | $15M | +423,850 | +$15M |
| WDC - Western Digital | 0.36% | Hold | 230,000 | $52.37 | $12M | — | — |
| NTNX - Nutanix · CL A | 0.31% | New | 216,600 | $47.69 | $10M | +216,600 | +$10M |
| TTWO - Take Two | 0.31% | New | 63,850 | $160.96 | $10M | +63,850 | +$10M |
| ADBE - Adobe | 0.30% | New | 17,130 | $596.61 | $10M | +17,130 | +$10M |
| SPHR - Sphere Entertainment · CL A | 0.30% | Add +9.1% | 294,751 | $33.96 | $10M | +24,481 | −$33K |
| LPX - Louisiana Pac | 0.29% | Add +148.3% | 135,132 | $70.83 | $10M | +80,700 | +$7M |
| WRBY - Warby Parker · CL A | 0.28% | New | 674,039 | $14.10 | $10M | +674,039 | +$10M |
| RXRX — · CL A | 0.27% | Hold | 906,767 | $9.86 | $9M | — | — |
| KRE - Spdr Ser Tr | 0.24% | New | 153,965 | $52.43 | $8M | +153,965 | +$8M |
| Universal Display | 0.16% | New | 28,400 | $191.27 | $5M | +28,400 | +$5M |
| SCHW - Schwab Charles | 0.15% | New | 71,700 | $68.80 | $5M | +71,700 | +$5M |
| CEG - Constellation Energy | 0.13% | Hold | 38,656 | $116.88 | $5M | — | — |
| ABCL - Abcellera Biologics | 0.11% | Hold | 659,750 | $5.71 | $4M | — | — |
| CP - Canadian Pacific | 0.11% | Reduce −60.1% | 47,505 | $79.07 | $4M | −71,595 | −$5M |
| Ihs | 0.11% | Hold | 770,310 | $4.60 | $4M | — | — |
| JOBY - Joby Aviation | 0.00% | Hold | 22,492 | $6.67 | $150K | — | — |
| Sensei Biotherapeutics | 0.00% | Hold | 100,000 | $0.6900 | $69K | — | — |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2023 Q3
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| GOOGL - Alphabet · CL A | 3.94% | Exit | 0 | $130.86 | $110M | −838,375 | −$110M |
| TMUS - T-Mobile Us | 3.80% | Exit | 0 | $140.05 | $106M | −756,675 | −$106M |
| BLDR - Builders Firstsource | 2.06% | Exit | 0 | $124.49 | $57M | −460,755 | −$57M |
| AVGO - Broadcom | 1.55% | Exit | 0 | $830.59 | $43M | −51,956 | −$43M |
| BABA - Alibaba Group | 0.96% | Exit | 0 | $86.74 | $27M | −307,500 | −$27M |
| DHR - Danaher | 0.68% | Exit | 0 | $248.11 | $19M | −76,040 | −$19M |
| AMZN - Amazon | 0.62% | Exit | 0 | $127.12 | $17M | −136,690 | −$17M |
| RIG - Transocean | 0.54% | Exit | 0 | $8.21 | $15M | −1,844,175 | −$15M |
| J - Jacobs Solutions | 0.36% | Exit | 0 | $136.50 | $10M | −74,415 | −$10M |
| Opendoor Technologies | 0.15% | Exit | 0 | $2.64 | $4M | −1,538,085 | −$4M |
| COMP - Compass · CL A | 0.04% | Exit | 0 | $2.90 | $1M | −399,100 | −$1M |
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