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 | 12.80% | Reduce −9.3% | 3,085,190 | $168.94 | $521M | −317,140 | +$40M |
| TEVA - Teva Pharmaceutical Inds | 6.57% | Add +7.3% | 15,968,935 | $16.76 | $268M | +1,089,185 | +$39M |
| INSM - Insmed | 5.57% | Add +64.6% | 2,253,435 | $100.64 | $227M | +884,385 | +$122M |
| WWD - Woodward | 5.11% | Reduce −22.7% | 848,910 | $245.09 | $208M | −248,840 | +$8M |
| TSM - Taiwan Semiconductor Mfg | 4.26% | Add +27.8% | 765,085 | $226.49 | $173M | +166,305 | +$74M |
| PM - Philip Morris Intl | 3.65% | Reduce −26.2% | 815,975 | $182.13 | $149M | −289,293 | −$27M |
| MELI - Mercadolibre | 3.45% | Hold | 53,725 | $2,614 | $140M | — | — |
| ENTG - Entegris | 3.26% | New | 1,645,885 | $80.65 | $133M | +1,645,885 | +$133M |
| CPNG - Coupang · CL A | 3.02% | Reduce −55.9% | 4,105,424 | $29.96 | $123M | −5,197,210 | −$81M |
| FLUT - Flutter Entmt | 2.84% | Add +7.4% | 405,320 | $285.63 | $116M | +27,845 | +$32M |
| COHR - Coherent | 2.54% | Reduce −47.9% | 1,157,840 | $89.21 | $103M | −1,064,230 | −$41M |
| DOCU - Docusign | 2.47% | Add +20.1% | 1,290,440 | $77.89 | $101M | +215,785 | +$13M |
| MSFT - Microsoft | 2.45% | New | 200,930 | $497.41 | $100M | +200,930 | +$100M |
| ROKU - ROKU Inc · CL A | 2.38% | Add +123.0% | 1,100,500 | $87.89 | $97M | +606,900 | +$62M |
| Verona Pharma | 2.33% | Hold | 1,002,080 | $94.58 | $95M | — | — |
| LLY - Eli Lilly & | 1.93% | Add +6.2% | 100,675 | $779.53 | $78M | +5,845 | +$158K |
| WBD - Warner Bros Discovery | 1.84% | New | 6,537,160 | $11.46 | $75M | +6,537,160 | +$75M |
| EQT - EQT Corp | 1.79% | Add +45.8% | 1,252,700 | $58.32 | $73M | +393,355 | +$27M |
| C - Citigroup | 1.39% | New | 666,300 | $85.12 | $57M | +666,300 | +$57M |
| XLF - Select Sector Spdr Tr | 1.27% | New | 985,300 | $52.37 | $52M | +985,300 | +$52M |
| QSR - Restaurant Brands Intl | 1.22% | New | 751,010 | $66.29 | $50M | +751,010 | +$50M |
| SE - Sea | 1.22% | New | 309,730 | $159.94 | $50M | +309,730 | +$50M |
| NU — · CL A | 1.15% | New | 3,415,365 | $13.72 | $47M | +3,415,365 | +$47M |
| DAKT - Daktronics | 1.14% | Add +0.3% | 3,076,224 | $15.12 | $47M | +8,599 | +$9M |
| U - Unity Software | 1.05% | New | 1,774,050 | $24.20 | $43M | +1,774,050 | +$43M |
| CZR — | 0.97% | Reduce −9.9% | 1,395,875 | $28.39 | $40M | −152,545 | +$918K |
| DAL - Delta Air Lines Del | 0.96% | Add +129.9% | 793,510 | $49.18 | $39M | +448,375 | +$24M |
| WAB - Wabtec | 0.88% | Reduce −43.4% | 170,510 | $209.35 | $36M | −130,585 | −$19M |
| CRS - Carpenter Technology | 0.86% | New | 126,635 | $276.38 | $35M | +126,635 | +$35M |
| GLW - Corning | 0.80% | New | 623,145 | $52.59 | $33M | +623,145 | +$33M |
| PCT - Purecycle Technologies | 0.77% | Reduce −31.6% | 2,303,084 | $13.70 | $32M | −1,061,758 | +$8M |
| KMI - Kinder Morgan Del | 0.77% | Reduce −35.2% | 1,071,665 | $29.40 | $32M | −582,450 | −$16M |
| APP - Applovin · CL A | 0.77% | Add +122.5% | 89,458 | $350.07 | $31M | +49,258 | +$21M |
| UAL - United Airls | 0.74% | Add +2.3% | 377,120 | $79.63 | $30M | +8,435 | +$5M |
| GS - Goldman Sachs Group | 0.73% | New | 42,000 | $707.76 | $30M | +42,000 | +$30M |
| BCS - Barclays | 0.71% | Reduce −59.4% | 1,549,950 | $18.59 | $29M | −2,267,355 | −$30M |
| ILMN - Illumina | 0.70% | New | 300,615 | $95.41 | $29M | +300,615 | +$29M |
| STX - Seagate | 0.70% | Reduce −10.0% | 197,490 | $144.33 | $29M | −21,987 | +$10M |
| TWLO - Twilio · CL A | 0.61% | Reduce −44.6% | 200,475 | $124.36 | $25M | −161,680 | −$11M |
| AVGO - Broadcom | 0.58% | New | 86,140 | $275.64 | $24M | +86,140 | +$24M |
| ARGT - Global X Fds | 0.56% | Reduce −39.7% | 267,700 | $84.73 | $23M | −176,100 | −$13M |
| YPF - Ypf Sociedad Anonima · CL D | 0.54% | Reduce −66.1% | 703,995 | $31.45 | $22M | −1,371,395 | −$51M |
| EWZ - Ishares | 0.52% | New | 738,800 | $28.85 | $21M | +738,800 | +$21M |
| HAS - Hasbro | 0.51% | New | 281,100 | $73.82 | $21M | +281,100 | +$21M |
| OPCH - Option Care Health | 0.51% | New | 636,850 | $32.48 | $21M | +636,850 | +$21M |
| XPO - Xpo Logistics | 0.51% | New | 163,100 | $126.29 | $21M | +163,100 | +$21M |
| BAC - Bank of America | 0.40% | New | 341,900 | $47.32 | $16M | +341,900 | +$16M |
| CHYM - Chime Finl · CL A | 0.40% | New | 466,825 | $34.51 | $16M | +466,825 | +$16M |
| BMA - Banco Macro Sa | 0.38% | Reduce −48.8% | 220,900 | $70.21 | $16M | −210,915 | −$17M |
| NAMS - Newamsterdam Pharma | 0.37% | Add +4.0% | 832,175 | $18.11 | $15M | +31,815 | −$1M |
| VKTX - Viking Therapeutics | 0.36% | New | 549,295 | $26.50 | $15M | +549,295 | +$15M |
| Holding | 0.29% | Reduce −39.3% | 231,481 | $50.39 | $12M | −150,000 | −$9M |
| BWXT - Bwx Technologies | 0.27% | New | 76,475 | $144.06 | $11M | +76,475 | +$11M |
| Bbb Foods · CL A | 0.25% | New | 360,550 | $27.76 | $10M | +360,550 | +$10M |
| DHI - D.R. Horton | 0.25% | New | 77,400 | $128.91 | $10M | +77,400 | +$10M |
| LEN - Lennar · CL A | 0.24% | New | 89,900 | $110.61 | $10M | +89,900 | +$10M |
| BLDR - Builders Firstsource | 0.24% | New | 85,065 | $116.69 | $10M | +85,065 | +$10M |
| FCX - Freeport-Mcmoran · CL B | 0.24% | Reduce −77.9% | 224,800 | $43.35 | $10M | −793,305 | −$29M |
| CCC — | 0.23% | Reduce −82.0% | 1,007,944 | $9.41 | $9M | −4,587,095 | −$41M |
| ELVN - Enliven Therapeutics | 0.23% | New | 463,000 | $20.06 | $9M | +463,000 | +$9M |
| ESLT - Elbit Sys | 0.20% | New | 18,287 | $449.50 | $8M | +18,287 | +$8M |
| TMO - Thermo Fisher Scientific | 0.12% | New | 12,200 | $405.49 | $5M | +12,200 | +$5M |
| DHR - Danaher | 0.12% | New | 24,700 | $197.53 | $5M | +24,700 | +$5M |
| CC - Chemours | 0.12% | New | 421,800 | $11.45 | $5M | +421,800 | +$5M |
| JOBY - Joby Aviation | 0.01% | Hold | 31,489 | $10.54 | $332K | — | — |
Showing top 50 of 65 by value
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2025 Q1
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| COF - Capital One Finl | 1.16% | Exit | 0 | $179.30 | $35M | −197,670 | −$35M |
| Springworks Therapeutics | 0.89% | Exit | 0 | $44.13 | $27M | −615,929 | −$27M |
| AMZN - Amazon | 0.85% | Exit | 0 | $190.26 | $26M | −136,765 | −$26M |
| ASND - Ascendis Pharma A/S | 0.81% | Exit | 0 | $155.86 | $25M | −158,720 | −$25M |
| BN - Brookfield · CL A | 0.54% | Exit | 0 | $52.39 | $17M | −315,925 | −$17M |
| TECK - Teck Resources · CL B | 0.51% | Exit | 0 | $36.43 | $16M | −431,545 | −$16M |
| BBIO - Bridgebio Pharma | 0.49% | Exit | 0 | $34.57 | $15M | −438,050 | −$15M |
| FLEX - Flextronics | 0.38% | Exit | 0 | $33.08 | $12M | −348,900 | −$12M |
| EXE - Expand Energy | 0.36% | Exit | 0 | $111.32 | $11M | −97,700 | −$11M |
| AR - Antero Resources | 0.34% | Exit | 0 | $40.44 | $10M | −258,400 | −$10M |
| PI - Impinj | 0.32% | Exit | 0 | $90.70 | $10M | −108,475 | −$10M |
| TSLA - Tesla | 0.16% | Exit | 0 | $259.16 | $5M | −18,838 | −$5M |
| RARE — | 0.10% | Exit | 0 | $36.21 | $3M | −85,445 | −$3M |
| AAL — | 0.05% | Exit | 0 | $10.55 | $1M | −133,728 | −$1M |
| IVVD - Invivyd | 0.01% | Exit | 0 | $0.6055 | $346K | −571,425 | −$346K |
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