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 | 12.74% | Add +4.2% | 3,214,532 | $160.97 | $517M | +129,342 | −$4M |
| INSM - Insmed | 8.59% | Add +7.5% | 2,423,435 | $144.01 | $349M | +170,000 | +$122M |
| TEVA - Teva Pharmaceutical Inds | 8.25% | Add +3.9% | 16,593,935 | $20.20 | $335M | +625,000 | +$68M |
| TSM - Taiwan Semiconductor Mfg | 5.26% | Hold | 765,085 | $279.29 | $214M | — | — |
| WWD - Woodward | 3.94% | Reduce −25.4% | 633,015 | $252.71 | $160M | −215,895 | −$48M |
| CPNG - Coupang · CL A | 3.67% | Add +12.9% | 4,633,124 | $32.20 | $149M | +527,700 | +$26M |
| MELI - Mercadolibre | 3.36% | Add +8.6% | 58,344 | $2,337 | $136M | +4,619 | −$4M |
| DOCU - Docusign | 2.99% | Add +30.6% | 1,685,950 | $72.09 | $122M | +395,510 | +$21M |
| Verona Pharma | 2.63% | Hold | 1,002,080 | $106.71 | $107M | — | — |
| EEM - Ishares Tr | 2.50% | New | 1,900,000 | $53.40 | $101M | +1,900,000 | +$101M |
| AMZN - Amazon | 2.36% | New | 437,070 | $219.57 | $96M | +437,070 | +$96M |
| ROKU - ROKU Inc · CL A | 2.03% | Reduce −25.3% | 822,435 | $100.13 | $82M | −278,065 | −$14M |
| FIGR - Figure Technology Solutio · CL A | 1.90% | New | 2,116,825 | $36.37 | $77M | +2,116,825 | +$77M |
| QSR - Restaurant Brands Intl | 1.79% | Add +50.6% | 1,131,365 | $64.14 | $73M | +380,355 | +$23M |
| STUB - Stubhub · CL A | 1.77% | New | 4,259,516 | $16.84 | $72M | +4,259,516 | +$72M |
| WAB - Wabtec | 1.49% | Add +77.4% | 302,410 | $200.47 | $61M | +131,900 | +$25M |
| META - Meta Platforms · CL A | 1.38% | New | 76,100 | $734.38 | $56M | +76,100 | +$56M |
| NAMS - Newamsterdam Pharma | 1.35% | Add +131.2% | 1,923,700 | $28.44 | $55M | +1,091,525 | +$40M |
| CRS - Carpenter Technology | 1.33% | Add +73.8% | 220,035 | $245.54 | $54M | +93,400 | +$19M |
| C - Citigroup | 1.29% | Reduce −22.7% | 514,850 | $101.50 | $52M | −151,450 | −$4M |
| TWLO - Twilio · CL A | 1.26% | Add +155.8% | 512,800 | $100.09 | $51M | +312,325 | +$26M |
| BAC - Bank of America | 1.26% | Add +189.3% | 989,250 | $51.59 | $51M | +647,350 | +$35M |
| SE - Sea | 1.21% | Reduce −11.5% | 274,200 | $178.73 | $49M | −35,530 | −$530K |
| EQT - EQT Corp | 1.20% | Reduce −28.6% | 894,950 | $54.43 | $49M | −357,750 | −$24M |
| GEV - GE Vernova | 1.17% | New | 77,320 | $614.90 | $48M | +77,320 | +$48M |
| CRH - CRH PLC | 1.16% | New | 393,820 | $119.90 | $47M | +393,820 | +$47M |
| VST - Vistra | 1.13% | New | 233,985 | $195.92 | $46M | +233,985 | +$46M |
| U - Unity Software | 0.87% | Reduce −50.3% | 882,500 | $40.04 | $35M | −891,550 | −$8M |
| LEN - Lennar · CL A | 0.87% | Add +210.8% | 279,424 | $126.04 | $35M | +189,524 | +$25M |
| DHI - D.R. Horton | 0.86% | Add +165.1% | 205,150 | $169.47 | $35M | +127,750 | +$25M |
| CLF - Cleveland-Cliffs | 0.82% | New | 2,715,035 | $12.20 | $33M | +2,715,035 | +$33M |
| Bbb Foods · CL A | 0.79% | Add +228.1% | 1,183,125 | $26.96 | $32M | +822,575 | +$22M |
| PCT - Purecycle Technologies | 0.75% | Hold | 2,303,084 | $13.15 | $30M | — | — |
| FWONK - Liberty Media Del | 0.74% | New | 288,400 | $104.45 | $30M | +288,400 | +$30M |
| DAKT - Daktronics | 0.74% | Reduce −53.3% | 1,436,936 | $20.92 | $30M | −1,639,288 | −$16M |
| DKS - Dicks Sporting Goods | 0.72% | New | 132,425 | $222.22 | $29M | +132,425 | +$29M |
| FLUT - Flutter Entmt | 0.72% | Reduce −71.6% | 115,245 | $254.00 | $29M | −290,075 | −$86M |
| Spdr Series Trust | 0.71% | New | 482,095 | $59.42 | $29M | +482,095 | +$29M |
| OPCH - Option Care Health | 0.67% | Add +53.5% | 977,685 | $27.76 | $27M | +340,835 | +$6M |
| AEVA - Aeva Technologies | 0.66% | New | 1,839,314 | $14.50 | $27M | +1,839,314 | +$27M |
| PCG - Pg And E | 0.61% | New | 1,649,300 | $15.08 | $25M | +1,649,300 | +$25M |
| GOOGL - Alphabet · CL A | 0.61% | New | 102,200 | $243.10 | $25M | +102,200 | +$25M |
| ARM — | 0.58% | New | 167,900 | $141.49 | $24M | +167,900 | +$24M |
| NU — · CL A | 0.57% | Reduce −57.4% | 1,454,180 | $16.01 | $23M | −1,961,185 | −$24M |
| SMTC - Semtech | 0.53% | New | 301,515 | $71.45 | $22M | +301,515 | +$22M |
| STX - Seagate | 0.50% | Reduce −56.5% | 85,900 | $236.07 | $20M | −111,590 | −$8M |
| GPC - Genuine Parts | 0.49% | New | 144,185 | $138.60 | $20M | +144,185 | +$20M |
| ELVN - Enliven Therapeutics | 0.48% | Add +104.6% | 947,405 | $20.47 | $19M | +484,405 | +$10M |
| Post | 0.47% | New | 176,400 | $107.48 | $19M | +176,400 | +$19M |
| SNDK - Sandisk | 0.46% | New | 166,235 | $112.20 | $19M | +166,235 | +$19M |
| SYF - Synchrony Financial | 0.46% | New | 261,825 | $71.05 | $19M | +261,825 | +$19M |
| ARGT - Global X Fds | 0.44% | Reduce −5.1% | 254,045 | $69.76 | $18M | −13,655 | −$5M |
| COGT - Cogent Biosciences | 0.37% | New | 1,059,580 | $14.36 | $15M | +1,059,580 | +$15M |
| PTGX - Protagonist Therapeutics | 0.26% | New | 159,700 | $66.43 | $11M | +159,700 | +$11M |
| COF - Capital One Finl | 0.23% | New | 43,920 | $212.59 | $9M | +43,920 | +$9M |
| CMG - Chipotle Mexican Grill | 0.22% | New | 233,205 | $39.19 | $9M | +233,205 | +$9M |
| SEI - Solaris Energy Infras · CL A | 0.14% | New | 145,600 | $39.97 | $6M | +145,600 | +$6M |
| MDB - Mongodb · CL A | 0.14% | New | 17,710 | $310.39 | $5M | +17,710 | +$5M |
| TXRH - Texas Roadhouse | 0.12% | New | 29,800 | $166.14 | $5M | +29,800 | +$5M |
| SATS - Echostar · CL A | 0.11% | New | 60,765 | $76.36 | $5M | +60,765 | +$5M |
| YPF - Ypf Sociedad Anonima · CL D | 0.07% | Reduce −83.7% | 114,695 | $24.29 | $3M | −589,300 | −$19M |
| CHYM - Chime Finl · CL A | 0.02% | Reduce −90.7% | 43,230 | $20.17 | $872K | −423,595 | −$15M |
Showing top 50 of 62 by value
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2025 Q2
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| PM - Philip Morris Intl | 3.65% | Exit | 0 | $182.13 | $149M | −815,975 | −$149M |
| ENTG - Entegris | 3.26% | Exit | 0 | $80.65 | $133M | −1,645,885 | −$133M |
| COHR - Coherent | 2.54% | Exit | 0 | $89.21 | $103M | −1,157,840 | −$103M |
| MSFT - Microsoft | 2.45% | Exit | 0 | $497.41 | $100M | −200,930 | −$100M |
| LLY - Eli Lilly & | 1.93% | Exit | 0 | $779.53 | $78M | −100,675 | −$78M |
| WBD - Warner Bros Discovery | 1.84% | Exit | 0 | $11.46 | $75M | −6,537,160 | −$75M |
| XLF - Select Sector Spdr Tr | 1.27% | Exit | 0 | $52.37 | $52M | −985,300 | −$52M |
| CZR — | 0.97% | Exit | 0 | $28.39 | $40M | −1,395,875 | −$40M |
| DAL - Delta Air Lines Del | 0.96% | Exit | 0 | $49.18 | $39M | −793,510 | −$39M |
| GLW - Corning | 0.80% | Exit | 0 | $52.59 | $33M | −623,145 | −$33M |
| KMI - Kinder Morgan Del | 0.77% | Exit | 0 | $29.40 | $32M | −1,071,665 | −$32M |
| APP - Applovin · CL A | 0.77% | Exit | 0 | $350.07 | $31M | −89,458 | −$31M |
| UAL - United Airls | 0.74% | Exit | 0 | $79.63 | $30M | −377,120 | −$30M |
| GS - Goldman Sachs Group | 0.73% | Exit | 0 | $707.76 | $30M | −42,000 | −$30M |
| BCS - Barclays | 0.71% | Exit | 0 | $18.59 | $29M | −1,549,950 | −$29M |
| ILMN - Illumina | 0.70% | Exit | 0 | $95.41 | $29M | −300,615 | −$29M |
| AVGO - Broadcom | 0.58% | Exit | 0 | $275.64 | $24M | −86,140 | −$24M |
| EWZ - Ishares | 0.52% | Exit | 0 | $28.85 | $21M | −738,800 | −$21M |
| HAS - Hasbro | 0.51% | Exit | 0 | $73.82 | $21M | −281,100 | −$21M |
| XPO - Xpo Logistics | 0.51% | Exit | 0 | $126.29 | $21M | −163,100 | −$21M |
| BMA - Banco Macro Sa | 0.38% | Exit | 0 | $70.21 | $16M | −220,900 | −$16M |
| VKTX - Viking Therapeutics | 0.36% | Exit | 0 | $26.50 | $15M | −549,295 | −$15M |
| Holding | 0.29% | Exit | 0 | $50.39 | $12M | −231,481 | −$12M |
| BWXT - Bwx Technologies | 0.27% | Exit | 0 | $144.06 | $11M | −76,475 | −$11M |
| BLDR - Builders Firstsource | 0.24% | Exit | 0 | $116.69 | $10M | −85,065 | −$10M |
| FCX - Freeport-Mcmoran · CL B | 0.24% | Exit | 0 | $43.35 | $10M | −224,800 | −$10M |
| CCC — | 0.23% | Exit | 0 | $9.41 | $9M | −1,007,944 | −$9M |
| ESLT - Elbit Sys | 0.20% | Exit | 0 | $449.50 | $8M | −18,287 | −$8M |
| TMO - Thermo Fisher Scientific | 0.12% | Exit | 0 | $405.49 | $5M | −12,200 | −$5M |
| DHR - Danaher | 0.12% | Exit | 0 | $197.53 | $5M | −24,700 | −$5M |
| CC - Chemours | 0.12% | Exit | 0 | $11.45 | $5M | −421,800 | −$5M |
| JOBY - Joby Aviation | 0.01% | Exit | 0 | $10.54 | $332K | −31,489 | −$332K |
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