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
| NTRA - Natera | 15.34% | Add +80.6% | 3,566,850 | $126.95 | $453M | +1,591,970 | +$239M |
| CPNG - Coupang · CL A | 9.73% | Add +6.6% | 11,696,092 | $24.55 | $287M | +724,952 | +$57M |
| COHR - Coherent | 8.97% | Reduce −17.0% | 2,978,530 | $88.91 | $265M | −611,010 | +$5M |
| WWD - Woodward | 6.15% | Add +10.8% | 1,057,715 | $171.51 | $181M | +103,485 | +$15M |
| STX - Seagate | 6.09% | Reduce −6.5% | 1,640,369 | $109.53 | $180M | −114,909 | −$2M |
| PM - Philip Morris Intl | 4.67% | Add +27.6% | 1,134,635 | $121.40 | $138M | +245,280 | +$48M |
| KRE - Spdr Ser Tr | 3.94% | New | 2,053,323 | $56.60 | $116M | +2,053,323 | +$116M |
| MELI - Mercadolibre | 3.34% | Add +31.8% | 48,110 | $2,052 | $99M | +11,617 | +$39M |
| FCX - Freeport-Mcmoran · CL B | 2.33% | Add +19.4% | 1,376,935 | $49.92 | $69M | +223,800 | +$13M |
| FLUT - Flutter Entmt | 2.09% | Reduce −22.1% | 260,953 | $236.90 | $62M | −74,123 | +$645K |
| KMI - Kinder Morgan Del | 1.95% | Reduce −61.3% | 2,612,000 | $22.09 | $58M | −4,141,165 | −$76M |
| TECK - Teck Resources · CL B | 1.80% | Reduce −30.0% | 1,017,085 | $52.24 | $53M | −436,325 | −$16M |
| VST - Vistra | 1.57% | Reduce −85.1% | 391,355 | $118.54 | $46M | −2,233,876 | −$179M |
| AVGO - Broadcom | 1.40% | New | 239,980 | $172.50 | $41M | +239,980 | +$41M |
| Discover Finl Svcs | 1.35% | Add +70.3% | 284,865 | $140.29 | $40M | +117,610 | +$18M |
| ASND - Ascendis Pharma A/S | 1.34% | New | 265,040 | $149.31 | $40M | +265,040 | +$40M |
| MAA - Mid-Amer Apt Cmntys | 1.28% | Reduce −62.9% | 238,720 | $158.90 | $38M | −405,470 | −$54M |
| CPT - Camden Ppty Tr | 1.22% | Reduce −49.7% | 290,915 | $123.53 | $36M | −287,000 | −$27M |
| DAKT - Daktronics | 1.12% | Add +3.0% | 2,568,355 | $12.91 | $33M | +74,750 | −$2M |
| WAB - Wabtec | 1.11% | Add +19.2% | 179,650 | $181.77 | $33M | +28,975 | +$9M |
| NVT - Nvent Electric | 1.07% | New | 451,065 | $70.26 | $32M | +451,065 | +$32M |
| BMA - Banco Macro Sa | 0.91% | Add +55.3% | 424,130 | $63.50 | $27M | +151,000 | +$11M |
| TEVA - Teva Pharmaceutical Inds | 0.87% | New | 1,427,950 | $18.02 | $26M | +1,427,950 | +$26M |
| BCS - Barclays | 0.83% | Reduce −3.3% | 2,007,755 | $12.15 | $24M | −67,700 | +$2M |
| United States Stl | 0.79% | New | 663,090 | $35.33 | $23M | +663,090 | +$23M |
| Springworks Therapeutics | 0.77% | Reduce −31.0% | 705,066 | $32.04 | $23M | −316,301 | −$16M |
| GTM - Zoominfo Technologies | 0.75% | Reduce −63.6% | 2,140,726 | $10.32 | $22M | −3,741,180 | −$53M |
| CNM - Core & Main · CL A | 0.71% | New | 475,195 | $44.40 | $21M | +475,195 | +$21M |
| C - Citigroup | 0.69% | New | 327,400 | $62.60 | $20M | +327,400 | +$20M |
| Verona Pharma | 0.67% | New | 686,045 | $28.77 | $20M | +686,045 | +$20M |
| ARGT - Global X Fds | 0.63% | Hold | 282,000 | $66.30 | $19M | — | — |
| MSFT - Microsoft | 0.63% | Reduce −89.2% | 43,095 | $430.31 | $19M | −357,395 | −$160M |
| ADBE - Adobe | 0.61% | Reduce −6.0% | 34,495 | $517.79 | $18M | −2,190 | −$3M |
| CRNX — | 0.53% | Hold | 309,000 | $51.10 | $16M | — | — |
| CRH - CRH PLC | 0.51% | New | 162,500 | $92.74 | $15M | +162,500 | +$15M |
| Holding | 0.51% | Reduce −25.3% | 355,263 | $42.09 | $15M | −120,500 | +$414K |
| PANW - Palo Alto Networks | 0.51% | Reduce −50.9% | 43,712 | $341.81 | $15M | −45,256 | −$15M |
| WULF - Terawulf | 0.47% | Add +40.9% | 2,944,451 | $4.68 | $14M | +854,451 | +$4M |
| FLEX - Flextronics | 0.40% | Reduce −75.9% | 348,900 | $33.43 | $12M | −1,100,255 | −$31M |
| CB - Chubb | 0.34% | New | 34,800 | $288.39 | $10M | +34,800 | +$10M |
| ADSK - Autodesk | 0.34% | New | 36,400 | $275.47 | $10M | +36,400 | +$10M |
| MTB - M & T Bk | 0.34% | New | 56,200 | $178.11 | $10M | +56,200 | +$10M |
| TFC - Truist Finl | 0.34% | New | 233,500 | $42.77 | $10M | +233,500 | +$10M |
| TSM - Taiwan Semiconductor Mfg | 0.34% | New | 57,355 | $173.67 | $10M | +57,355 | +$10M |
| USB - Us Bancorp Del | 0.34% | New | 217,400 | $45.73 | $10M | +217,400 | +$10M |
| HBAN - Huntington Bancshares | 0.33% | New | 671,200 | $14.70 | $10M | +671,200 | +$10M |
| CFG - Citizens Finl Group | 0.33% | New | 238,600 | $41.07 | $10M | +238,600 | +$10M |
| KEY - Keycorp | 0.33% | New | 583,900 | $16.75 | $10M | +583,900 | +$10M |
| FHN - First Horizon | 0.33% | New | 619,700 | $15.53 | $10M | +619,700 | +$10M |
| ABCB - Ameris Bancorp | 0.33% | New | 154,000 | $62.39 | $10M | +154,000 | +$10M |
| FCNCA - First Ctzns Bancshares · CL A | 0.32% | New | 5,183 | $1,841 | $10M | +5,183 | +$10M |
| YPF - Ypf Sociedad Anonima · CL D | 0.31% | Reduce −32.6% | 430,100 | $21.21 | $9M | −208,335 | −$4M |
| SPRY - Ars Pharmaceuticals | 0.26% | New | 536,900 | $14.50 | $8M | +536,900 | +$8M |
| GEV - GE Vernova | 0.25% | Reduce −90.2% | 29,250 | $254.97 | $7M | −267,818 | −$43M |
| Silence Therapeutics | 0.24% | Hold | 387,400 | $18.18 | $7M | — | — |
| ACLXGBX - Arcellx | 0.21% | Hold | 74,100 | $83.51 | $6M | — | — |
| TRP - Tc Energy | 0.19% | New | 115,400 | $47.53 | $5M | +115,400 | +$5M |
| SBUX - Starbucks | 0.17% | New | 52,305 | $97.49 | $5M | +52,305 | +$5M |
| XPO - Xpo Logistics | 0.17% | New | 46,500 | $107.51 | $5M | +46,500 | +$5M |
| PCVX - Vaxcyte | 0.17% | New | 42,965 | $114.28 | $5M | +42,965 | +$5M |
| WDC - Western Digital | 0.17% | New | 71,405 | $68.29 | $5M | +71,405 | +$5M |
| NAMS - Newamsterdam Pharma | 0.16% | New | 287,535 | $16.60 | $5M | +287,535 | +$5M |
| RARE — | 0.16% | New | 85,445 | $55.54 | $5M | +85,445 | +$5M |
| BCYC - Bicycle Therapeutics | 0.15% | Hold | 190,200 | $22.63 | $4M | — | — |
| ARM — | 0.10% | New | 21,610 | $142.99 | $3M | +21,610 | +$3M |
| Ihs | 0.08% | Hold | 770,310 | $2.99 | $2M | — | — |
| Trisalus Life Sciences | 0.07% | Hold | 426,921 | $4.61 | $2M | — | — |
| PLTR - Palantir Technologies · CL A | 0.05% | Reduce −94.6% | 41,710 | $37.21 | $2M | −728,255 | −$18M |
| INSM - Insmed | 0.05% | Hold | 20,000 | $73.00 | $1M | — | — |
| NRIX - Nurix Therapeutics | 0.03% | Hold | 44,200 | $22.47 | $993K | — | — |
| IVVD - Invivyd | 0.02% | Hold | 571,425 | $1.02 | $583K | — | — |
| JOBY - Joby Aviation | 0.00% | Hold | 22,492 | $5.02 | $113K | — | — |
Showing top 50 of 72 by value
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2024 Q2
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| OPCH - Option Care Health | 1.78% | Exit | 0 | $27.70 | $52M | −1,871,818 | −$52M |
| NVDA - Nvidia | 0.91% | Exit | 0 | $123.54 | $26M | −214,060 | −$26M |
| MSGE - MSG Entertainment · CL A | 0.81% | Exit | 0 | $34.23 | $24M | −694,225 | −$24M |
| NWSA - News · CL A | 0.65% | Exit | 0 | $27.57 | $19M | −683,800 | −$19M |
| ANET - Arista Networks | 0.63% | Exit | 0 | $350.47 | $18M | −52,275 | −$18M |
| NWSA - News · CL B | 0.62% | Exit | 0 | $28.39 | $18M | −635,850 | −$18M |
| BAH — · CL A | 0.44% | Exit | 0 | $153.90 | $13M | −83,841 | −$13M |
| IQV - IQVIA | 0.44% | Exit | 0 | $211.45 | $13M | −60,360 | −$13M |
| LYV - Live Nation | 0.33% | Exit | 0 | $93.74 | $10M | −103,100 | −$10M |
| CNK - Cinemark | 0.30% | Exit | 0 | $21.62 | $9M | −400,792 | −$9M |
| VCYT - Veracyte | 0.19% | Exit | 0 | $21.67 | $6M | −259,944 | −$6M |
| AES — | 0.19% | Exit | 0 | $17.57 | $6M | −314,750 | −$6M |
| AAPL - Apple | 0.18% | Exit | 0 | $210.61 | $5M | −24,400 | −$5M |
| SGI - Tempur Sealy Intl | 0.17% | Exit | 0 | $47.34 | $5M | −103,100 | −$5M |
| LBTYA - Liberty Global · CL A | 0.16% | Exit | 0 | $17.43 | $5M | −275,275 | −$5M |
| SE - Sea | 0.16% | Exit | 0 | $71.42 | $5M | −66,900 | −$5M |
| LBTYK — · CL C | 0.16% | Exit | 0 | $17.85 | $5M | −261,875 | −$5M |
| EQT - EQT Corp | 0.15% | Exit | 0 | $36.98 | $4M | −121,000 | −$4M |
| SPHR - Sphere Entertainment · CL A | 0.15% | Exit | 0 | $35.06 | $4M | −122,411 | −$4M |
| BLDR - Builders Firstsource | 0.14% | Exit | 0 | $138.40 | $4M | −29,385 | −$4M |
| GPCR - Structure Therapeutics | 0.05% | Exit | 0 | $39.26 | $1M | −37,700 | −$1M |
| TEO - Telecom Argentina Sa | 0.04% | Exit | 0 | $7.23 | $1M | −143,051 | −$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