Duquesne Family Office LLC Stanley Druckenmiller
New York, NY 20 processed 13Fs on this site, 2021 Q3 to 2026 Q2
- $5.2B
- 86 holdings
- 2026 Q2
- +54.3% QoQ
- Top 5 32.1%
AUM over time
Book
| NTRA, Natera | Add +80.6% | 3,566,850 | $126.95 | $453M | +1,591,970 | +$239M | |
| CPNG, Coupang | Add +6.6% | 11,696,092 | $24.55 | $287M | +724,952 | +$57M | |
| COHR, Coherent | Reduce −17.0% | 2,978,530 | $88.91 | $265M | −611,010 | +$4.7M | |
| WWD, Woodward | Add +10.8% | 1,057,715 | $171.51 | $181M | +103,485 | +$15M | |
| STX, Seagate Technology | Reduce −6.5% | 1,640,369 | $109.53 | $180M | −114,909 | −$1.6M | |
| PM, Philip Morris International | Add +27.6% | 1,134,635 | $121.40 | $138M | +245,280 | +$48M | |
| KRE, Spdr Ser Trust | New | 2,053,323 | $56.60 | $116M | +2,053,323 | +$116M | |
| MELI, MercadoLibre | Add +31.8% | 48,110 | $2,052 | $99M | +11,617 | +$39M | |
| FCX, Freeport-McMoRan | Add +19.4% | 1,376,935 | $49.92 | $69M | +223,800 | +$13M | |
| FLUT, Flutter Entertainment | Reduce −22.1% | 260,953 | $236.90 | $62M | −74,123 | +$645K | |
| KMI, Kinder Morgan | Reduce −61.3% | 2,612,000 | $22.09 | $58M | −4,141,165 | −$76M | |
| TECK, Teck Resources | Reduce −30.0% | 1,017,085 | $52.24 | $53M | −436,325 | −$16M | |
| VST, Vistra | Reduce −85.1% | 391,355 | $118.54 | $46M | −2,233,876 | −$179M | |
| AVGO, Broadcom | New | 239,980 | $172.50 | $41M | +239,980 | +$41M | |
| Discover Financial Services | Add +70.3% | 284,865 | $140.29 | $40M | +117,610 | +$18M | |
| ASND, Ascendis Pharma A/S | New | 265,040 | $149.31 | $40M | +265,040 | +$40M | |
| MAA, Mid-Amer Apt Cmntys | Reduce −62.9% | 238,720 | $158.90 | $38M | −405,470 | −$54M | |
| CPT, Camden Property Trust | Reduce −49.7% | 290,915 | $123.53 | $36M | −287,000 | −$27M | |
| DAKT, Daktronics | Add +3.0% | 2,568,355 | $12.91 | $33M | +74,750 | −$1.6M | |
| WAB, Wabtec | Add +19.2% | 179,650 | $181.77 | $33M | +28,975 | +$8.8M | |
| NVT, Nvent Electric | New | 451,065 | $70.26 | $32M | +451,065 | +$32M | |
| BMA, Banco Macro | Add +55.3% | 424,130 | $63.50 | $27M | +151,000 | +$11M | |
| TEVA, Teva Pharmaceutical Industries | New | 1,427,950 | $18.02 | $26M | +1,427,950 | +$26M | |
| BCS, Barclays | Reduce −3.3% | 2,007,755 | $12.15 | $24M | −67,700 | +$2.2M | |
| United States Steel | New | 663,090 | $35.33 | $23M | +663,090 | +$23M | |
| Springworks Therapeutics | Reduce −31.0% | 705,066 | $32.04 | $23M | −316,301 | −$16M | |
| GTM, Zoominfo Technologies | Reduce −63.6% | 2,140,726 | $10.32 | $22M | −3,741,180 | −$53M | |
| CNM, Core & Main | New | 475,195 | $44.40 | $21M | +475,195 | +$21M | |
| C, Citigroup | New | 327,400 | $62.60 | $20M | +327,400 | +$20M | |
| Holding | New | 686,045 | $28.77 | $20M | +686,045 | +$20M | |
| ARGT, Global X Funds | Hold | 282,000 | $66.30 | $19M | — | — | |
| MSFT, Microsoft | Reduce −89.2% | 43,095 | $430.31 | $19M | −357,395 | −$160M | |
| ADBE, Adobe | Reduce −6.0% | 34,495 | $517.79 | $18M | −2,190 | −$2.5M | |
| CRNX | Hold | 309,000 | $51.10 | $16M | — | — | |
| CRH, CRH PLC | New | 162,500 | $92.74 | $15M | +162,500 | +$15M | |
| Holding | Reduce −25.3% | 355,263 | $42.09 | $15M | −120,500 | +$414K | |
| PANW, Palo Alto Networks | Reduce −50.9% | 43,712 | $341.81 | $15M | −45,256 | −$15M | |
| WULF, Terawulf | Add +40.9% | 2,944,451 | $4.68 | $14M | +854,451 | +$4.5M | |
| FLEX, Flextronics | Reduce −75.9% | 348,900 | $33.43 | $12M | −1,100,255 | −$31M | |
| CB, Chubb | New | 34,800 | $288.39 | $10M | +34,800 | +$10M | |
| ADSK, Autodesk | New | 36,400 | $275.47 | $10M | +36,400 | +$10M | |
| MTB, M&T Bank | New | 56,200 | $178.11 | $10M | +56,200 | +$10M | |
| TFC, Truist | New | 233,500 | $42.77 | $10M | +233,500 | +$10M | |
| TSM, Taiwan Semiconductor | New | 57,355 | $173.67 | $10M | +57,355 | +$10M | |
| USB, U.S. Bancorp | New | 217,400 | $45.73 | $9.9M | +217,400 | +$9.9M | |
| HBAN, Huntington Bancshares | New | 671,200 | $14.70 | $9.9M | +671,200 | +$9.9M | |
| CFG, Citizens Financial Group | New | 238,600 | $41.07 | $9.8M | +238,600 | +$9.8M | |
| KEY, Keycorp | New | 583,900 | $16.75 | $9.8M | +583,900 | +$9.8M | |
| FHN, First Horizon | New | 619,700 | $15.53 | $9.6M | +619,700 | +$9.6M | |
| ABCB, Ameris Bancorp | New | 154,000 | $62.39 | $9.6M | +154,000 | +$9.6M | |
| FCNCA, First Citizens Bancshares | New | 5,183 | $1,841 | $9.5M | +5,183 | +$9.5M | |
| YPF, Ypf Sociedad Anonima | Reduce −32.6% | 430,100 | $21.21 | $9.1M | −208,335 | −$3.7M | |
| SPRY, Ars Pharmaceuticals | New | 536,900 | $14.50 | $7.8M | +536,900 | +$7.8M | |
| GEV, GE Vernova | Reduce −90.2% | 29,250 | $254.97 | $7.5M | −267,818 | −$43M | |
| Silence Therapeutics | Hold | 387,400 | $18.18 | $7M | — | — | |
| ACLX, Arcellx | Hold | 74,100 | $83.51 | $6.2M | — | — | |
| TRP, Tc Energy | New | 115,400 | $47.53 | $5.5M | +115,400 | +$5.5M | |
| SBUX, Starbucks | New | 52,305 | $97.49 | $5.1M | +52,305 | +$5.1M | |
| XPO, XPO Logistics | New | 46,500 | $107.51 | $5M | +46,500 | +$5M | |
| PCVX, Vaxcyte | New | 42,965 | $114.28 | $4.9M | +42,965 | +$4.9M | |
| WDC, Western Digital | New | 71,405 | $68.29 | $4.9M | +71,405 | +$4.9M | |
| NAMS | New | 287,535 | $16.60 | $4.8M | +287,535 | +$4.8M | |
| RARE | New | 85,445 | $55.54 | $4.7M | +85,445 | +$4.7M | |
| BCYC, Bicycle Therapeutics | Hold | 190,200 | $22.63 | $4.3M | — | — | |
| ARM, Arm Holdings | New | 21,610 | $142.99 | $3.1M | +21,610 | +$3.1M | |
| Ihs | Hold | 770,310 | $2.99 | $2.3M | — | — | |
| Trisalus Life Sciences | Hold | 426,921 | $4.61 | $2M | — | — | |
| PLTR, Palantir | Reduce −94.6% | 41,710 | $37.21 | $1.6M | −728,255 | −$18M | |
| INSM, Insmed | Hold | 20,000 | $73.00 | $1.5M | — | — | |
| NRIX, Nurix Therapeutics | Hold | 44,200 | $22.47 | $993K | — | — | |
| IVVD, Invivyd | Hold | 571,425 | $1.02 | $583K | — | — | |
| JOBY, Joby Aviation | Hold | 22,492 | $5.02 | $113K | — | — |
Showing top 50 of 72 by value
Exits / last held
Gone since 2024 Q2, shown at their last reported size.
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| OPCH, Option Care Health | Exit | 0 | $27.70 | $52M | −1,871,818 | −$52M | |
| NVDA, Nvidia | Exit | 0 | $123.54 | $26M | −214,060 | −$26M | |
| MSGE, MSG Entertainment | Exit | 0 | $34.23 | $24M | −694,225 | −$24M | |
| NWSA, News Corp Class A | Exit | 0 | $27.57 | $19M | −683,800 | −$19M | |
| ANET, Arista Networks | Exit | 0 | $350.47 | $18M | −52,275 | −$18M | |
| NWSA, News Corp Class B | Exit | 0 | $28.39 | $18M | −635,850 | −$18M | |
| BAH | Exit | 0 | $153.90 | $13M | −83,841 | −$13M | |
| IQV, IQVIA | Exit | 0 | $211.45 | $13M | −60,360 | −$13M | |
| LYV, Live Nation Entertainment | Exit | 0 | $93.74 | $9.7M | −103,100 | −$9.7M | |
| CNK, Cinemark | Exit | 0 | $21.62 | $8.7M | −400,792 | −$8.7M | |
| VCYT, Veracyte | Exit | 0 | $21.67 | $5.6M | −259,944 | −$5.6M | |
| AES | Exit | 0 | $17.57 | $5.5M | −314,750 | −$5.5M | |
| AAPL, Apple | Exit | 0 | $210.61 | $5.1M | −24,400 | −$5.1M | |
| SGI, Tempur Sealy International | Exit | 0 | $47.34 | $4.9M | −103,100 | −$4.9M | |
| LBTYA, Liberty Global Class A | Exit | 0 | $17.43 | $4.8M | −275,275 | −$4.8M | |
| SE, Sea Limited | Exit | 0 | $71.42 | $4.8M | −66,900 | −$4.8M | |
| LBTYK, Liberty Global Class C | Exit | 0 | $17.85 | $4.7M | −261,875 | −$4.7M | |
| EQT | Exit | 0 | $36.98 | $4.5M | −121,000 | −$4.5M | |
| SPHR, Sphere Entertainment | Exit | 0 | $35.06 | $4.3M | −122,411 | −$4.3M | |
| BLDR, Builders FirstSource | Exit | 0 | $138.40 | $4.1M | −29,385 | −$4.1M | |
| GPCR, Structure Therapeutics | Exit | 0 | $39.26 | $1.5M | −37,700 | −$1.5M | |
| TEO, Telecom Argentina | Exit | 0 | $7.23 | $1M | −143,051 | −$1M |
Filings history
20 periods, with AUM normalized
| Period | Holds | 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 to 2026 Q2