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 | 10.67% | Add +2.4% | 1,112,270 | $420.72 | $468M | +26,150 | +$60M |
| CPNG - Coupang · CL A | 9.11% | Reduce −2.0% | 22,459,850 | $17.79 | $400M | −455,090 | +$29M |
| TECK - Teck Resources · CL B | 4.75% | Reduce −17.6% | 4,552,227 | $45.78 | $208M | −972,375 | −$25M |
| VST - Vistra | 4.17% | Add +10.1% | 2,625,231 | $69.65 | $183M | +240,170 | +$91M |
| NTRA - Natera | 4.02% | Add +116.0% | 1,929,380 | $91.46 | $176M | +1,036,350 | +$121M |
| NVDA - Nvidia | 3.62% | Reduce −71.5% | 175,943 | $903.56 | $159M | −441,551 | −$147M |
| COHR - Coherent | 3.49% | New | 2,525,070 | $60.62 | $153M | +2,525,070 | +$153M |
| GE - GE Aerospace | 3.41% | Add +15.9% | 853,095 | $175.53 | $150M | +117,000 | +$56M |
| WWD - Woodward | 3.35% | Add +135.8% | 954,230 | $154.12 | $147M | +549,595 | +$92M |
| STX - Seagate | 3.05% | Reduce −32.0% | 1,438,983 | $93.05 | $134M | −677,125 | −$47M |
| ANET - Arista Networks | 2.83% | Add +82.9% | 428,252 | $289.98 | $124M | +194,067 | +$69M |
| FLEX - Flextronics | 2.52% | Add +240.5% | 3,863,155 | $28.61 | $111M | +2,728,755 | +$76M |
| GTM - Zoominfo Technologies | 2.15% | Add +536.5% | 5,881,906 | $16.03 | $94M | +4,957,806 | +$77M |
| NWSA - News · CL A | 1.98% | Reduce −18.1% | 3,312,025 | $26.18 | $87M | −733,095 | −$13M |
| Discover Finl Svcs | 1.93% | New | 645,205 | $131.09 | $85M | +645,205 | +$85M |
| VRT - Vertiv · CL A | 1.86% | Reduce −56.8% | 998,510 | $81.67 | $82M | −1,314,990 | −$30M |
| KMI - Kinder Morgan Del | 1.62% | New | 3,880,500 | $18.34 | $71M | +3,880,500 | +$71M |
| FCX - Freeport-Mcmoran · CL B | 1.48% | Add +192.4% | 1,378,875 | $47.02 | $65M | +907,340 | +$45M |
| KBR - KBR Inc | 1.42% | Reduce −15.3% | 981,425 | $63.66 | $62M | −177,110 | −$2M |
| MRVL - Marvell Technology | 1.33% | Add +126.3% | 822,875 | $70.88 | $58M | +459,290 | +$36M |
| WAB - Wabtec | 1.28% | New | 386,835 | $145.68 | $56M | +386,835 | +$56M |
| LLY - Eli Lilly & | 1.09% | Reduce −84.7% | 61,664 | $777.96 | $48M | −340,886 | −$187M |
| PANW - Palo Alto Networks | 0.90% | Add +114.4% | 138,718 | $284.13 | $39M | +74,003 | +$20M |
| CCJ - Cameco | 0.84% | Reduce −36.3% | 848,710 | $43.32 | $37M | −483,915 | −$21M |
| META - Meta Platforms · CL A | 0.71% | New | 63,930 | $485.58 | $31M | +63,930 | +$31M |
| NWSA - News · CL B | 0.65% | Add +8.0% | 1,053,975 | $27.06 | $29M | +78,375 | +$3M |
| KEY - Keycorp | 0.60% | New | 1,657,395 | $15.81 | $26M | +1,657,395 | +$26M |
| C - Citigroup | 0.58% | New | 400,345 | $63.24 | $25M | +400,345 | +$25M |
| MSGE - MSG Entertainment · CL A | 0.57% | New | 639,800 | $39.21 | $25M | +639,800 | +$25M |
| OPCH - Option Care Health | 0.52% | Reduce −52.9% | 686,205 | $33.54 | $23M | −770,010 | −$26M |
| DAKT - Daktronics | 0.47% | New | 2,073,444 | $9.96 | $21M | +2,073,444 | +$21M |
| AAPL - Apple | 0.45% | New | 114,700 | $171.48 | $20M | +114,700 | +$20M |
| CNK - Cinemark | 0.44% | New | 1,078,635 | $17.97 | $19M | +1,078,635 | +$19M |
| PLTR - Palantir Technologies · CL A | 0.40% | New | 769,965 | $23.01 | $18M | +769,965 | +$18M |
| STLA - Stellantis | 0.38% | New | 588,050 | $28.34 | $17M | +588,050 | +$17M |
| SPHR - Sphere Entertainment · CL A | 0.38% | Add +14.3% | 336,825 | $49.08 | $17M | +42,074 | +$7M |
| COF - Capital One Finl | 0.37% | New | 108,495 | $148.89 | $16M | +108,495 | +$16M |
| KRE - Spdr Ser Tr | 0.35% | Add +99.5% | 307,200 | $50.28 | $15M | +153,235 | +$7M |
| IQV - IQVIA | 0.35% | New | 60,360 | $252.88 | $15M | +60,360 | +$15M |
| CRNX — | 0.33% | New | 309,000 | $46.81 | $14M | +309,000 | +$14M |
| BAH — · CL A | 0.28% | Reduce −64.4% | 83,841 | $148.44 | $12M | −151,959 | −$18M |
| OZK - Bank Ozk Little Rock Ark | 0.24% | New | 234,200 | $45.46 | $11M | +234,200 | +$11M |
| ARGT - Global X Fds | 0.24% | New | 193,900 | $53.79 | $10M | +193,900 | +$10M |
| BMA - Banco Macro Sa | 0.23% | New | 208,730 | $48.18 | $10M | +208,730 | +$10M |
| BCS - Barclays | 0.23% | New | 1,051,355 | $9.45 | $10M | +1,051,355 | +$10M |
| Sana Biotechnology | 0.22% | New | 984,000 | $10.00 | $10M | +984,000 | +$10M |
| RDDT - Reddit · CL A | 0.20% | New | 175,000 | $49.32 | $9M | +175,000 | +$9M |
| Fusion Pharmaceuticals | 0.19% | New | 399,748 | $21.32 | $9M | +399,748 | +$9M |
| Silence Therapeutics | 0.19% | New | 387,400 | $21.60 | $8M | +387,400 | +$8M |
| TTWO - Take Two | 0.19% | Reduce −13.4% | 55,320 | $148.48 | $8M | −8,530 | −$2M |
| Holding | 0.19% | New | 321,863 | $25.42 | $8M | +321,863 | +$8M |
| CEG - Constellation Energy | 0.16% | Add +1.1% | 39,081 | $184.85 | $7M | +425 | +$3M |
| CABA - Cabaletta Bio | 0.16% | New | 417,000 | $17.06 | $7M | +417,000 | +$7M |
| NRG - Nrg Energy | 0.15% | New | 96,885 | $67.69 | $7M | +96,885 | +$7M |
| Legend Biotech | 0.15% | New | 114,500 | $56.09 | $6M | +114,500 | +$6M |
| VCYT - Veracyte | 0.13% | New | 259,944 | $22.16 | $6M | +259,944 | +$6M |
| AES — | 0.13% | New | 314,750 | $17.93 | $6M | +314,750 | +$6M |
| NXE - Nexgen Energy | 0.13% | New | 712,000 | $7.77 | $6M | +712,000 | +$6M |
| ACLXGBX - Arcellx | 0.12% | New | 74,100 | $69.55 | $5M | +74,100 | +$5M |
| WDC - Western Digital | 0.11% | Reduce −68.0% | 73,505 | $68.24 | $5M | −156,495 | −$7M |
| TSEM - Tower Semiconductor | 0.11% | New | 146,400 | $33.45 | $5M | +146,400 | +$5M |
| BCYC - Bicycle Therapeutics | 0.11% | New | 190,200 | $24.90 | $5M | +190,200 | +$5M |
| LBTYA - Liberty Global · CL A | 0.11% | New | 275,275 | $16.92 | $5M | +275,275 | +$5M |
| LBTYK — · CL C | 0.11% | New | 261,875 | $17.64 | $5M | +261,875 | +$5M |
| MLTX - Moonlake Immunotherapeutics · CLASS A | 0.10% | New | 87,500 | $50.23 | $4M | +87,500 | +$4M |
| TGTX - Tg Therapeutics | 0.10% | New | 280,000 | $15.21 | $4M | +280,000 | +$4M |
| Trisalus Life Sciences | 0.07% | New | 315,955 | $9.75 | $3M | +315,955 | +$3M |
| Ihs | 0.06% | Hold | 770,310 | $3.53 | $3M | — | — |
| TEO - Telecom Argentina Sa | 0.03% | New | 143,051 | $7.95 | $1M | +143,051 | +$1M |
| NRIX - Nurix Therapeutics | 0.01% | New | 44,200 | $14.71 | $650K | +44,200 | +$650K |
| ETN - Eaton | 0.01% | New | 1,090 | $312.84 | $341K | +1,090 | +$341K |
| JOBY - Joby Aviation | 0.00% | Hold | 22,492 | $5.38 | $121K | — | — |
Showing top 50 of 72 by value
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2023 Q4
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| UBS - Ubs Group Ag | 2.23% | Exit | 0 | $31.01 | $75M | −2,414,735 | −$75M |
| LW - Lamb Weston | 1.74% | Exit | 0 | $108.09 | $58M | −539,209 | −$58M |
| CVX - Chevron | 1.71% | Exit | 0 | $149.16 | $57M | −384,595 | −$57M |
| SGI - Tempur Sealy Intl | 1.14% | Exit | 0 | $50.97 | $38M | −749,100 | −$38M |
| GOLD - Barrick Gold | 0.95% | Exit | 0 | $18.09 | $32M | −1,758,300 | −$32M |
| TKO - Tko Group · CL A | 0.80% | Exit | 0 | $81.58 | $27M | −326,735 | −$27M |
| NEM - Newmont | 0.59% | Exit | 0 | $41.39 | $20M | −474,250 | −$20M |
| PSTG - Pure Storage · CL A | 0.57% | Exit | 0 | $35.66 | $19M | −531,247 | −$19M |
| VEEV - Veeva Sys · CL A | 0.55% | Exit | 0 | $192.52 | $18M | −95,700 | −$18M |
| DKNG - Draftkings · CL A | 0.45% | Exit | 0 | $35.25 | $15M | −423,850 | −$15M |
| NTNX - Nutanix · CL A | 0.31% | Exit | 0 | $47.69 | $10M | −216,600 | −$10M |
| ADBE - Adobe | 0.30% | Exit | 0 | $596.61 | $10M | −17,130 | −$10M |
| LPX - Louisiana Pac | 0.29% | Exit | 0 | $70.83 | $10M | −135,132 | −$10M |
| WRBY - Warby Parker · CL A | 0.28% | Exit | 0 | $14.10 | $10M | −674,039 | −$10M |
| RXRX — · CL A | 0.27% | Exit | 0 | $9.86 | $9M | −906,767 | −$9M |
| Universal Display | 0.16% | Exit | 0 | $191.27 | $5M | −28,400 | −$5M |
| SCHW - Schwab Charles | 0.15% | Exit | 0 | $68.80 | $5M | −71,700 | −$5M |
| ABCL - Abcellera Biologics | 0.11% | Exit | 0 | $5.71 | $4M | −659,750 | −$4M |
| CP - Canadian Pacific | 0.11% | Exit | 0 | $79.07 | $4M | −47,505 | −$4M |
| Sensei Biotherapeutics | — | Exit | 0 | $0.6900 | $69K | −100,000 | −$69K |
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