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 | 15.17% | Hold | 3,566,850 | $158.30 | $565M | — | — |
| COHR - Coherent | 7.18% | Reduce −5.3% | 2,820,930 | $94.73 | $267M | −157,600 | +$2M |
| WWD - Woodward | 5.48% | Add +15.9% | 1,225,750 | $166.42 | $204M | +168,035 | +$23M |
| TEVA - Teva Pharmaceutical Inds | 5.33% | Add +530.1% | 8,997,400 | $22.04 | $198M | +7,569,450 | +$173M |
| CPNG - Coupang · CL A | 5.26% | Reduce −23.9% | 8,902,649 | $21.98 | $196M | −2,793,443 | −$91M |
| PM - Philip Morris Intl | 4.37% | Add +19.2% | 1,352,255 | $120.35 | $163M | +217,620 | +$25M |
| STX - Seagate | 3.63% | Reduce −4.7% | 1,564,076 | $86.31 | $135M | −76,293 | −$45M |
| UAL - United Airls | 2.72% | New | 1,043,805 | $97.10 | $101M | +1,043,805 | +$101M |
| MELI - Mercadolibre | 2.45% | Add +11.7% | 53,725 | $1,700 | $91M | +5,615 | −$7M |
| Skechers U S A · CL A | 1.94% | New | 1,074,840 | $67.24 | $72M | +1,074,840 | +$72M |
| AMZN - Amazon | 1.94% | New | 328,400 | $219.39 | $72M | +328,400 | +$72M |
| YPF - Ypf Sociedad Anonima · CL D | 1.93% | Add +292.4% | 1,687,716 | $42.51 | $72M | +1,257,616 | +$63M |
| SLM — | 1.87% | New | 2,520,275 | $27.58 | $70M | +2,520,275 | +$70M |
| KMI - Kinder Morgan Del | 1.64% | Reduce −14.8% | 2,225,300 | $27.40 | $61M | −386,700 | +$3M |
| United States Stl | 1.47% | Add +142.8% | 1,610,040 | $33.99 | $55M | +946,950 | +$31M |
| WAB - Wabtec | 1.43% | Add +55.9% | 280,060 | $189.59 | $53M | +100,410 | +$20M |
| DAL - Delta Air Lines Del | 1.33% | New | 817,740 | $60.50 | $49M | +817,740 | +$49M |
| WBD - Warner Bros Discovery | 1.32% | New | 4,657,650 | $10.57 | $49M | +4,657,650 | +$49M |
| LLY - Eli Lilly & | 1.29% | New | 62,190 | $772.01 | $48M | +62,190 | +$48M |
| BMA - Banco Macro Sa | 1.26% | Add +14.5% | 485,430 | $96.76 | $47M | +61,300 | +$20M |
| ARGT - Global X Fds | 1.22% | Add +94.6% | 548,800 | $82.67 | $45M | +266,800 | +$27M |
| DAKT - Daktronics | 1.19% | Add +2.2% | 2,625,105 | $16.86 | $44M | +56,750 | +$11M |
| BCS - Barclays | 1.14% | Add +58.7% | 3,186,855 | $13.29 | $42M | +1,179,100 | +$18M |
| Verona Pharma | 1.11% | Add +29.4% | 887,580 | $46.44 | $41M | +201,535 | +$21M |
| INSM - Insmed | 1.10% | Add +2867.4% | 593,470 | $69.04 | $41M | +573,470 | +$40M |
| VST - Vistra | 1.05% | Reduce −27.6% | 283,355 | $137.87 | $39M | −108,000 | −$7M |
| ASND - Ascendis Pharma A/S | 0.98% | Hold | 265,040 | $137.67 | $36M | — | — |
| BN - Brookfield · CL A | 0.94% | New | 610,225 | $57.45 | $35M | +610,225 | +$35M |
| MU - Micron Technology | 0.92% | New | 408,885 | $84.16 | $34M | +408,885 | +$34M |
| KRE - Spdr Ser Tr | 0.90% | Reduce −73.0% | 554,138 | $60.35 | $33M | −1,499,185 | −$83M |
| BWXT - Bwx Technologies | 0.90% | New | 299,171 | $111.39 | $33M | +299,171 | +$33M |
| GEV - GE Vernova | 0.88% | Add +241.0% | 99,750 | $328.93 | $33M | +70,500 | +$25M |
| Springworks Therapeutics | 0.83% | Add +21.9% | 859,694 | $36.13 | $31M | +154,628 | +$8M |
| NVT - Nvent Electric | 0.83% | Hold | 451,065 | $68.16 | $31M | — | — |
| FCX - Freeport-Mcmoran · CL B | 0.78% | Reduce −44.9% | 758,905 | $38.08 | $29M | −618,030 | −$40M |
| Holding | 0.75% | Add +26.3% | 448,663 | $62.32 | $28M | +93,400 | +$13M |
| Discover Finl Svcs | 0.68% | Reduce −48.4% | 146,970 | $173.23 | $25M | −137,895 | −$15M |
| WDC - Western Digital | 0.67% | Add +484.2% | 417,160 | $59.63 | $25M | +345,755 | +$20M |
| USB - Us Bancorp Del | 0.65% | Add +131.6% | 503,595 | $47.83 | $24M | +286,195 | +$14M |
| ARM — | 0.59% | Add +725.5% | 178,394 | $123.36 | $22M | +156,784 | +$19M |
| TSM - Taiwan Semiconductor Mfg | 0.57% | Add +87.5% | 107,515 | $197.49 | $21M | +50,160 | +$11M |
| GTM - Zoominfo Technologies | 0.50% | Reduce −17.7% | 1,761,926 | $10.51 | $19M | −378,800 | −$4M |
| TECK - Teck Resources · CL B | 0.47% | Reduce −57.6% | 431,545 | $40.53 | $17M | −585,540 | −$36M |
| PCT - Purecycle Technologies | 0.44% | New | 1,592,500 | $10.25 | $16M | +1,592,500 | +$16M |
| AAL — | 0.43% | New | 919,928 | $17.43 | $16M | +919,928 | +$16M |
| PANW - Palo Alto Networks | 0.43% | Add +100.0% | 87,424 | $181.96 | $16M | +43,712 | +$967K |
| TSLA - Tesla | 0.41% | New | 37,675 | $403.85 | $15M | +37,675 | +$15M |
| GOOGL - Alphabet · CL A | 0.39% | New | 76,680 | $189.31 | $15M | +76,680 | +$15M |
| FLEX - Flextronics | 0.36% | Hold | 348,900 | $38.39 | $13M | — | — |
| FHN - First Horizon | 0.34% | Hold | 619,700 | $20.14 | $12M | — | — |
| WFC - Wells Fargo | 0.30% | New | 157,100 | $70.24 | $11M | +157,100 | +$11M |
| FCNCA - First Ctzns Bancshares · CL A | 0.29% | Hold | 5,183 | $2,113 | $11M | — | — |
| HBAN - Huntington Bancshares | 0.29% | Hold | 671,200 | $16.27 | $11M | — | — |
| LYV - Live Nation | 0.28% | New | 79,635 | $129.50 | $10M | +79,635 | +$10M |
| TFC - Truist Finl | 0.27% | Hold | 233,500 | $43.38 | $10M | — | — |
| ABCB - Ameris Bancorp | 0.26% | Hold | 154,000 | $62.57 | $10M | — | — |
| KEY - Keycorp | 0.24% | Reduce −9.7% | 527,000 | $17.14 | $9M | −56,900 | −$747K |
| WULF - Terawulf | 0.22% | Reduce −50.0% | 1,472,225 | $5.66 | $8M | −1,472,226 | −$5M |
| NAMS - Newamsterdam Pharma | 0.20% | Hold | 287,535 | $25.70 | $7M | — | — |
| PCVX - Vaxcyte | 0.19% | Add +100.8% | 86,265 | $81.86 | $7M | +43,300 | +$2M |
| CRNX — | 0.17% | Reduce −60.3% | 122,700 | $51.13 | $6M | −186,300 | −$10M |
| MIR - Mirion Technologies · CL A | 0.16% | New | 342,700 | $17.45 | $6M | +342,700 | +$6M |
| Holding · CL A | 0.15% | New | 133,152 | $43.08 | $6M | +133,152 | +$6M |
| ACLXGBX - Arcellx | 0.15% | Hold | 74,100 | $76.69 | $6M | — | — |
| C - Citigroup | 0.14% | Reduce −77.8% | 72,655 | $70.39 | $5M | −254,745 | −$15M |
| NU — · CL A | 0.13% | New | 467,255 | $10.36 | $5M | +467,255 | +$5M |
| ELF - E L F Beauty | 0.13% | New | 37,300 | $125.55 | $5M | +37,300 | +$5M |
| FLUT - Flutter Entmt | 0.13% | Reduce −93.1% | 18,100 | $258.45 | $5M | −242,853 | −$57M |
| IQV - IQVIA | 0.11% | New | 21,500 | $196.51 | $4M | +21,500 | +$4M |
| RARE — | 0.10% | Hold | 85,445 | $42.07 | $4M | — | — |
| PLTR - Palantir Technologies · CL A | 0.08% | Hold | 41,710 | $75.64 | $3M | — | — |
| Trisalus Life Sciences | 0.06% | Hold | 426,921 | $5.01 | $2M | — | — |
| JOBY - Joby Aviation | 0.01% | Add +40.0% | 31,489 | $8.13 | $256K | +8,997 | +$143K |
| IVVD - Invivyd | 0.01% | Hold | 571,425 | $0.4428 | $253K | — | — |
Showing top 50 of 74 by value
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2024 Q3
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| AVGO - Broadcom | 1.40% | Exit | 0 | $172.50 | $41M | −239,980 | −$41M |
| MAA - Mid-Amer Apt Cmntys | 1.28% | Exit | 0 | $158.90 | $38M | −238,720 | −$38M |
| CPT - Camden Ppty Tr | 1.22% | Exit | 0 | $123.53 | $36M | −290,915 | −$36M |
| CNM - Core & Main · CL A | 0.71% | Exit | 0 | $44.40 | $21M | −475,195 | −$21M |
| MSFT - Microsoft | 0.63% | Exit | 0 | $430.31 | $19M | −43,095 | −$19M |
| ADBE - Adobe | 0.61% | Exit | 0 | $517.79 | $18M | −34,495 | −$18M |
| CRH - CRH PLC | 0.51% | Exit | 0 | $92.74 | $15M | −162,500 | −$15M |
| CB - Chubb | 0.34% | Exit | 0 | $288.39 | $10M | −34,800 | −$10M |
| ADSK - Autodesk | 0.34% | Exit | 0 | $275.47 | $10M | −36,400 | −$10M |
| MTB - M & T Bk | 0.34% | Exit | 0 | $178.11 | $10M | −56,200 | −$10M |
| CFG - Citizens Finl Group | 0.33% | Exit | 0 | $41.07 | $10M | −238,600 | −$10M |
| SPRY - Ars Pharmaceuticals | 0.26% | Exit | 0 | $14.50 | $8M | −536,900 | −$8M |
| Silence Therapeutics | 0.24% | Exit | 0 | $18.18 | $7M | −387,400 | −$7M |
| TRP - Tc Energy | 0.19% | Exit | 0 | $47.53 | $5M | −115,400 | −$5M |
| SBUX - Starbucks | 0.17% | Exit | 0 | $97.49 | $5M | −52,305 | −$5M |
| XPO - Xpo Logistics | 0.17% | Exit | 0 | $107.51 | $5M | −46,500 | −$5M |
| BCYC - Bicycle Therapeutics | 0.15% | Exit | 0 | $22.63 | $4M | −190,200 | −$4M |
| Ihs | 0.08% | Exit | 0 | $2.99 | $2M | −770,310 | −$2M |
| NRIX - Nurix Therapeutics | 0.03% | Exit | 0 | $22.47 | $993K | −44,200 | −$993K |
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