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
| COHR - Coherent | 8.92% | Add +42.2% | 3,589,540 | $72.46 | $260M | +1,064,470 | +$107M |
| CPNG - Coupang · CL A | 7.88% | Reduce −51.2% | 10,971,140 | $20.95 | $230M | −11,488,710 | −$170M |
| VST - Vistra | 7.74% | Hold | 2,625,231 | $85.98 | $226M | — | — |
| NTRA - Natera | 7.33% | Add +2.4% | 1,974,880 | $108.29 | $214M | +45,500 | +$37M |
| STX - Seagate | 6.21% | Add +22.0% | 1,755,278 | $103.27 | $181M | +316,295 | +$47M |
| MSFT - Microsoft | 6.14% | Reduce −64.0% | 400,490 | $446.95 | $179M | −711,780 | −$289M |
| WWD - Woodward | 5.70% | Hold | 954,230 | $174.38 | $166M | — | — |
| KMI - Kinder Morgan Del | 4.60% | Add +74.0% | 6,753,165 | $19.87 | $134M | +2,872,665 | +$63M |
| MAA - Mid-Amer Apt Cmntys | 3.15% | New | 644,190 | $142.61 | $92M | +644,190 | +$92M |
| PM - Philip Morris Intl | 3.09% | New | 889,355 | $101.33 | $90M | +889,355 | +$90M |
| GTM - Zoominfo Technologies | 2.57% | Hold | 5,881,906 | $12.77 | $75M | — | — |
| TECK - Teck Resources · CL B | 2.39% | Reduce −68.1% | 1,453,410 | $47.90 | $70M | −3,098,817 | −$139M |
| CPT - Camden Ppty Tr | 2.16% | New | 577,915 | $109.11 | $63M | +577,915 | +$63M |
| FLUT - Flutter Entmt | 2.10% | New | 335,076 | $182.57 | $61M | +335,076 | +$61M |
| MELI - Mercadolibre | 2.06% | New | 36,493 | $1,643 | $60M | +36,493 | +$60M |
| FCX - Freeport-Mcmoran · CL B | 1.92% | Reduce −16.4% | 1,153,135 | $48.60 | $56M | −225,740 | −$9M |
| OPCH - Option Care Health | 1.78% | Add +172.8% | 1,871,818 | $27.70 | $52M | +1,185,613 | +$29M |
| GEV - GE Vernova | 1.75% | New | 297,068 | $171.51 | $51M | +297,068 | +$51M |
| FLEX - Flextronics | 1.46% | Reduce −62.5% | 1,449,155 | $29.49 | $43M | −2,414,000 | −$68M |
| Springworks Therapeutics | 1.32% | New | 1,021,367 | $37.67 | $38M | +1,021,367 | +$38M |
| DAKT - Daktronics | 1.19% | Add +20.3% | 2,493,605 | $13.95 | $35M | +420,161 | +$14M |
| PANW - Palo Alto Networks | 1.03% | Reduce −35.9% | 88,968 | $339.01 | $30M | −49,750 | −$9M |
| NVDA - Nvidia | 0.91% | Add +21.7% | 214,060 | $123.54 | $26M | +38,117 | −$133M |
| WAB - Wabtec | 0.82% | Reduce −61.0% | 150,675 | $158.05 | $24M | −236,160 | −$33M |
| MSGE - MSG Entertainment · CL A | 0.81% | Add +8.5% | 694,225 | $34.23 | $24M | +54,425 | −$1M |
| BCS - Barclays | 0.76% | Add +97.4% | 2,075,455 | $10.71 | $22M | +1,024,100 | +$12M |
| Discover Finl Svcs | 0.75% | Reduce −74.1% | 167,255 | $130.81 | $22M | −477,950 | −$63M |
| ADBE - Adobe | 0.70% | New | 36,685 | $555.54 | $20M | +36,685 | +$20M |
| PLTR - Palantir Technologies · CL A | 0.67% | Hold | 769,965 | $25.33 | $20M | — | — |
| NWSA - News · CL A | 0.65% | Reduce −79.4% | 683,800 | $27.57 | $19M | −2,628,225 | −$68M |
| ANET - Arista Networks | 0.63% | Reduce −87.8% | 52,275 | $350.47 | $18M | −375,977 | −$106M |
| NWSA - News · CL B | 0.62% | Reduce −39.7% | 635,850 | $28.39 | $18M | −418,125 | −$10M |
| ARGT - Global X Fds | 0.55% | Add +45.4% | 282,000 | $56.81 | $16M | +88,100 | +$6M |
| BMA - Banco Macro Sa | 0.54% | Add +30.9% | 273,130 | $57.33 | $16M | +64,400 | +$6M |
| Holding | 0.50% | Add +47.8% | 475,763 | $30.56 | $15M | +153,900 | +$6M |
| CRNX — | 0.47% | Hold | 309,000 | $44.79 | $14M | — | — |
| BAH — · CL A | 0.44% | Hold | 83,841 | $153.90 | $13M | — | — |
| YPF - Ypf Sociedad Anonima · CL D | 0.44% | New | 638,435 | $20.12 | $13M | +638,435 | +$13M |
| IQV - IQVIA | 0.44% | Hold | 60,360 | $211.45 | $13M | — | — |
| LYV - Live Nation | 0.33% | New | 103,100 | $93.74 | $10M | +103,100 | +$10M |
| WULF - Terawulf | 0.32% | New | 2,090,000 | $4.45 | $9M | +2,090,000 | +$9M |
| CNK - Cinemark | 0.30% | Reduce −62.8% | 400,792 | $21.62 | $9M | −677,843 | −$11M |
| Silence Therapeutics | 0.25% | Hold | 387,400 | $19.00 | $7M | — | — |
| VCYT - Veracyte | 0.19% | Hold | 259,944 | $21.67 | $6M | — | — |
| AES — | 0.19% | Hold | 314,750 | $17.57 | $6M | — | — |
| AAPL - Apple | 0.18% | Reduce −78.7% | 24,400 | $210.61 | $5M | −90,300 | −$15M |
| SGI - Tempur Sealy Intl | 0.17% | New | 103,100 | $47.34 | $5M | +103,100 | +$5M |
| LBTYA - Liberty Global · CL A | 0.16% | Hold | 275,275 | $17.43 | $5M | — | — |
| SE - Sea | 0.16% | New | 66,900 | $71.42 | $5M | +66,900 | +$5M |
| LBTYK — · CL C | 0.16% | Hold | 261,875 | $17.85 | $5M | — | — |
| EQT - EQT Corp | 0.15% | New | 121,000 | $36.98 | $4M | +121,000 | +$4M |
| SPHR - Sphere Entertainment · CL A | 0.15% | Reduce −63.7% | 122,411 | $35.06 | $4M | −214,414 | −$12M |
| ACLXGBX - Arcellx | 0.14% | Hold | 74,100 | $55.20 | $4M | — | — |
| BLDR - Builders Firstsource | 0.14% | New | 29,385 | $138.40 | $4M | +29,385 | +$4M |
| BCYC - Bicycle Therapeutics | 0.13% | Hold | 190,200 | $20.24 | $4M | — | — |
| Ihs | 0.08% | Hold | 770,310 | $3.20 | $2M | — | — |
| Trisalus Life Sciences | 0.08% | Add +35.1% | 426,921 | $5.52 | $2M | +110,966 | −$724K |
| GPCR - Structure Therapeutics | 0.05% | New | 37,700 | $39.26 | $1M | +37,700 | +$1M |
| INSM - Insmed | 0.05% | New | 20,000 | $67.00 | $1M | +20,000 | +$1M |
| TEO - Telecom Argentina Sa | 0.04% | Hold | 143,051 | $7.23 | $1M | — | — |
| NRIX - Nurix Therapeutics | 0.03% | Hold | 44,200 | $20.86 | $922K | — | — |
| IVVD - Invivyd | 0.02% | New | 571,425 | $1.10 | $629K | +571,425 | +$629K |
| JOBY - Joby Aviation | 0.00% | Hold | 22,492 | $5.11 | $115K | — | — |
Showing top 50 of 63 by value
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2024 Q1
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| GE - GE Aerospace | 3.41% | Exit | 0 | $175.53 | $150M | −853,095 | −$150M |
| VRT - Vertiv · CL A | 1.86% | Exit | 0 | $81.67 | $82M | −998,510 | −$82M |
| KBR - KBR Inc | 1.42% | Exit | 0 | $63.66 | $62M | −981,425 | −$62M |
| MRVL - Marvell Technology | 1.33% | Exit | 0 | $70.88 | $58M | −822,875 | −$58M |
| LLY - Eli Lilly & | 1.09% | Exit | 0 | $777.96 | $48M | −61,664 | −$48M |
| CCJ - Cameco | 0.84% | Exit | 0 | $43.32 | $37M | −848,710 | −$37M |
| META - Meta Platforms · CL A | 0.71% | Exit | 0 | $485.58 | $31M | −63,930 | −$31M |
| KEY - Keycorp | 0.60% | Exit | 0 | $15.81 | $26M | −1,657,395 | −$26M |
| C - Citigroup | 0.58% | Exit | 0 | $63.24 | $25M | −400,345 | −$25M |
| STLA - Stellantis | 0.38% | Exit | 0 | $28.34 | $17M | −588,050 | −$17M |
| COF - Capital One Finl | 0.37% | Exit | 0 | $148.89 | $16M | −108,495 | −$16M |
| KRE - Spdr Ser Tr | 0.35% | Exit | 0 | $50.28 | $15M | −307,200 | −$15M |
| OZK - Bank Ozk Little Rock Ark | 0.24% | Exit | 0 | $45.46 | $11M | −234,200 | −$11M |
| Sana Biotechnology | 0.22% | Exit | 0 | $10.00 | $10M | −984,000 | −$10M |
| RDDT - Reddit · CL A | 0.20% | Exit | 0 | $49.32 | $9M | −175,000 | −$9M |
| Fusion Pharmaceuticals | 0.19% | Exit | 0 | $21.32 | $9M | −399,748 | −$9M |
| TTWO - Take Two | 0.19% | Exit | 0 | $148.48 | $8M | −55,320 | −$8M |
| CEG - Constellation Energy | 0.16% | Exit | 0 | $184.85 | $7M | −39,081 | −$7M |
| CABA - Cabaletta Bio | 0.16% | Exit | 0 | $17.06 | $7M | −417,000 | −$7M |
| NRG - Nrg Energy | 0.15% | Exit | 0 | $67.69 | $7M | −96,885 | −$7M |
| Legend Biotech | 0.15% | Exit | 0 | $56.09 | $6M | −114,500 | −$6M |
| NXE - Nexgen Energy | 0.13% | Exit | 0 | $7.77 | $6M | −712,000 | −$6M |
| WDC - Western Digital | 0.11% | Exit | 0 | $68.24 | $5M | −73,505 | −$5M |
| TSEM - Tower Semiconductor | 0.11% | Exit | 0 | $33.45 | $5M | −146,400 | −$5M |
| MLTX - Moonlake Immunotherapeutics · CLASS A | 0.10% | Exit | 0 | $50.23 | $4M | −87,500 | −$4M |
| TGTX - Tg Therapeutics | 0.10% | Exit | 0 | $15.21 | $4M | −280,000 | −$4M |
| ETN - Eaton | 0.01% | Exit | 0 | $312.84 | $341K | −1,090 | −$341K |
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