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 | 15.72% | Reduce −4.6% | 3,402,330 | $141.41 | $481M | −164,520 | −$84M |
| TEVA - Teva Pharmaceutical Inds | 7.47% | Add +65.4% | 14,879,750 | $15.37 | $229M | +5,882,350 | +$30M |
| CPNG - Coupang · CL A | 6.67% | Add +4.5% | 9,302,634 | $21.93 | $204M | +399,985 | +$8M |
| WWD - Woodward | 6.55% | Reduce −10.4% | 1,097,750 | $182.49 | $200M | −128,000 | −$4M |
| PM - Philip Morris Intl | 5.73% | Reduce −18.3% | 1,105,268 | $158.73 | $175M | −246,987 | +$13M |
| COHR - Coherent | 4.72% | Reduce −21.2% | 2,222,070 | $64.94 | $144M | −598,860 | −$123M |
| MELI - Mercadolibre | 3.43% | Hold | 53,725 | $1,951 | $105M | — | — |
| INSM - Insmed | 3.41% | Add +130.7% | 1,369,050 | $76.29 | $104M | +775,580 | +$63M |
| TSM - Taiwan Semiconductor Mfg | 3.25% | Add +456.9% | 598,780 | $166.00 | $99M | +491,265 | +$78M |
| DOCU - Docusign | 2.86% | New | 1,074,655 | $81.40 | $87M | +1,074,655 | +$87M |
| FLUT - Flutter Entmt | 2.73% | Add +1985.5% | 377,475 | $221.38 | $84M | +359,375 | +$79M |
| LLY - Eli Lilly & | 2.56% | Add +52.5% | 94,830 | $825.91 | $78M | +32,640 | +$30M |
| YPF - Ypf Sociedad Anonima · CL D | 2.38% | Add +23.0% | 2,075,390 | $35.04 | $73M | +387,674 | +$977K |
| Verona Pharma | 2.08% | Add +12.9% | 1,002,080 | $63.49 | $64M | +114,500 | +$22M |
| BCS - Barclays | 1.92% | Add +19.8% | 3,817,305 | $15.36 | $59M | +630,450 | +$16M |
| WAB - Wabtec | 1.78% | Add +7.5% | 301,095 | $181.35 | $55M | +21,035 | +$2M |
| CCC — | 1.65% | New | 5,595,039 | $9.03 | $51M | +5,595,039 | +$51M |
| KMI - Kinder Morgan Del | 1.54% | Reduce −25.7% | 1,654,115 | $28.53 | $47M | −571,185 | −$14M |
| EQT - EQT Corp | 1.50% | New | 859,345 | $53.43 | $46M | +859,345 | +$46M |
| CZR — | 1.27% | New | 1,548,420 | $25.00 | $39M | +1,548,420 | +$39M |
| FCX - Freeport-Mcmoran · CL B | 1.26% | Add +34.2% | 1,018,105 | $37.86 | $39M | +259,200 | +$10M |
| DAKT - Daktronics | 1.22% | Add +16.9% | 3,067,625 | $12.18 | $37M | +442,520 | −$7M |
| ARGT - Global X Fds | 1.17% | Reduce −19.1% | 443,800 | $80.77 | $36M | −105,000 | −$10M |
| TWLO - Twilio · CL A | 1.16% | New | 362,155 | $97.91 | $35M | +362,155 | +$35M |
| COF - Capital One Finl | 1.16% | New | 197,670 | $179.30 | $35M | +197,670 | +$35M |
| ROKU - ROKU Inc · CL A | 1.14% | New | 493,600 | $70.44 | $35M | +493,600 | +$35M |
| BMA - Banco Macro Sa | 1.07% | Reduce −11.0% | 431,815 | $75.51 | $33M | −53,615 | −$14M |
| Springworks Therapeutics | 0.89% | Reduce −28.4% | 615,929 | $44.13 | $27M | −243,765 | −$4M |
| AMZN - Amazon | 0.85% | Reduce −58.4% | 136,765 | $190.26 | $26M | −191,635 | −$46M |
| UAL - United Airls | 0.83% | Reduce −64.7% | 368,685 | $69.05 | $25M | −675,120 | −$76M |
| ASND - Ascendis Pharma A/S | 0.81% | Reduce −40.1% | 158,720 | $155.86 | $25M | −106,320 | −$12M |
| PCT - Purecycle Technologies | 0.76% | Add +111.3% | 3,364,842 | $6.92 | $23M | +1,772,342 | +$7M |
| Holding | 0.68% | Reduce −15.0% | 381,481 | $54.47 | $21M | −67,182 | −$7M |
| STX - Seagate | 0.61% | Reduce −86.0% | 219,477 | $84.95 | $19M | −1,344,599 | −$116M |
| BN - Brookfield · CL A | 0.54% | Reduce −48.2% | 315,925 | $52.39 | $17M | −294,300 | −$19M |
| NAMS - Newamsterdam Pharma | 0.54% | Add +178.4% | 800,360 | $20.47 | $16M | +512,825 | +$9M |
| TECK - Teck Resources · CL B | 0.51% | Hold | 431,545 | $36.43 | $16M | — | — |
| BBIO - Bridgebio Pharma | 0.49% | New | 438,050 | $34.57 | $15M | +438,050 | +$15M |
| DAL - Delta Air Lines Del | 0.49% | Reduce −57.8% | 345,135 | $43.60 | $15M | −472,605 | −$34M |
| FLEX - Flextronics | 0.38% | Hold | 348,900 | $33.08 | $12M | — | — |
| EXE - Expand Energy | 0.36% | New | 97,700 | $111.32 | $11M | +97,700 | +$11M |
| APP - Applovin · CL A | 0.35% | New | 40,200 | $264.98 | $11M | +40,200 | +$11M |
| AR - Antero Resources | 0.34% | New | 258,400 | $40.44 | $10M | +258,400 | +$10M |
| PI - Impinj | 0.32% | New | 108,475 | $90.70 | $10M | +108,475 | +$10M |
| TSLA - Tesla | 0.16% | Reduce −50.0% | 18,838 | $259.16 | $5M | −18,837 | −$10M |
| RARE — | 0.10% | Hold | 85,445 | $36.21 | $3M | — | — |
| AAL — | 0.05% | Reduce −85.5% | 133,728 | $10.55 | $1M | −786,200 | −$15M |
| IVVD - Invivyd | 0.01% | Hold | 571,425 | $0.6055 | $346K | — | — |
| JOBY - Joby Aviation | 0.01% | Hold | 31,489 | $6.03 | $190K | — | — |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2024 Q4
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| Skechers U S A · CL A | 1.94% | Exit | 0 | $67.24 | $72M | −1,074,840 | −$72M |
| SLM — | 1.87% | Exit | 0 | $27.58 | $70M | −2,520,275 | −$70M |
| United States Stl | 1.47% | Exit | 0 | $33.99 | $55M | −1,610,040 | −$55M |
| WBD - Warner Bros Discovery | 1.32% | Exit | 0 | $10.57 | $49M | −4,657,650 | −$49M |
| VST - Vistra | 1.05% | Exit | 0 | $137.87 | $39M | −283,355 | −$39M |
| MU - Micron Technology | 0.92% | Exit | 0 | $84.16 | $34M | −408,885 | −$34M |
| KRE - Spdr Ser Tr | 0.90% | Exit | 0 | $60.35 | $33M | −554,138 | −$33M |
| BWXT - Bwx Technologies | 0.90% | Exit | 0 | $111.39 | $33M | −299,171 | −$33M |
| GEV - GE Vernova | 0.88% | Exit | 0 | $328.93 | $33M | −99,750 | −$33M |
| NVT - Nvent Electric | 0.83% | Exit | 0 | $68.16 | $31M | −451,065 | −$31M |
| Discover Finl Svcs | 0.68% | Exit | 0 | $173.23 | $25M | −146,970 | −$25M |
| WDC - Western Digital | 0.67% | Exit | 0 | $59.63 | $25M | −417,160 | −$25M |
| USB - Us Bancorp Del | 0.65% | Exit | 0 | $47.83 | $24M | −503,595 | −$24M |
| ARM — | 0.59% | Exit | 0 | $123.36 | $22M | −178,394 | −$22M |
| GTM - Zoominfo Technologies | 0.50% | Exit | 0 | $10.51 | $19M | −1,761,926 | −$19M |
| PANW - Palo Alto Networks | 0.43% | Exit | 0 | $181.96 | $16M | −87,424 | −$16M |
| GOOGL - Alphabet · CL A | 0.39% | Exit | 0 | $189.31 | $15M | −76,680 | −$15M |
| FHN - First Horizon | 0.34% | Exit | 0 | $20.14 | $12M | −619,700 | −$12M |
| WFC - Wells Fargo | 0.30% | Exit | 0 | $70.24 | $11M | −157,100 | −$11M |
| FCNCA - First Ctzns Bancshares · CL A | 0.29% | Exit | 0 | $2,113 | $11M | −5,183 | −$11M |
| HBAN - Huntington Bancshares | 0.29% | Exit | 0 | $16.27 | $11M | −671,200 | −$11M |
| LYV - Live Nation | 0.28% | Exit | 0 | $129.50 | $10M | −79,635 | −$10M |
| TFC - Truist Finl | 0.27% | Exit | 0 | $43.38 | $10M | −233,500 | −$10M |
| ABCB - Ameris Bancorp | 0.26% | Exit | 0 | $62.57 | $10M | −154,000 | −$10M |
| KEY - Keycorp | 0.24% | Exit | 0 | $17.14 | $9M | −527,000 | −$9M |
| WULF - Terawulf | 0.22% | Exit | 0 | $5.66 | $8M | −1,472,225 | −$8M |
| PCVX - Vaxcyte | 0.19% | Exit | 0 | $81.86 | $7M | −86,265 | −$7M |
| CRNX — | 0.17% | Exit | 0 | $51.13 | $6M | −122,700 | −$6M |
| MIR - Mirion Technologies · CL A | 0.16% | Exit | 0 | $17.45 | $6M | −342,700 | −$6M |
| Holding · CL A | 0.15% | Exit | 0 | $43.08 | $6M | −133,152 | −$6M |
| ACLXGBX - Arcellx | 0.15% | Exit | 0 | $76.69 | $6M | −74,100 | −$6M |
| C - Citigroup | 0.14% | Exit | 0 | $70.39 | $5M | −72,655 | −$5M |
| NU — · CL A | 0.13% | Exit | 0 | $10.36 | $5M | −467,255 | −$5M |
| ELF - E L F Beauty | 0.13% | Exit | 0 | $125.55 | $5M | −37,300 | −$5M |
| IQV - IQVIA | 0.11% | Exit | 0 | $196.51 | $4M | −21,500 | −$4M |
| PLTR - Palantir Technologies · CL A | 0.08% | Exit | 0 | $75.64 | $3M | −41,710 | −$3M |
| Trisalus Life Sciences | 0.06% | Exit | 0 | $5.01 | $2M | −426,921 | −$2M |
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