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 −21.9% | 2,511,357 | $229.09 | $575M | −703,175 | +$58M |
| XLF - Select Sector Spdr Tr | 6.70% | New | 5,495,600 | $54.77 | $301M | +5,495,600 | +$301M |
| INSM - Insmed | 5.74% | Reduce −38.9% | 1,481,752 | $174.04 | $258M | −941,683 | −$91M |
| RSP — | 5.00% | New | 1,173,925 | $191.56 | $225M | +1,173,925 | +$225M |
| TEVA - Teva Pharmaceutical Inds | 4.08% | Reduce −64.6% | 5,874,870 | $31.21 | $183M | −10,719,065 | −$152M |
| WWD - Woodward | 3.97% | Reduce −6.6% | 590,930 | $302.32 | $179M | −42,085 | +$19M |
| AMZN - Amazon | 3.79% | Add +68.8% | 737,940 | $230.82 | $170M | +300,870 | +$74M |
| TSM - Taiwan Semiconductor Mfg | 3.67% | Reduce −29.0% | 543,085 | $303.89 | $165M | −222,000 | −$49M |
| CPNG - Coupang · CL A | 3.55% | Add +46.2% | 6,772,909 | $23.59 | $160M | +2,139,785 | +$11M |
| GOOGL - Alphabet · CL A | 2.68% | Add +276.7% | 385,000 | $313.00 | $121M | +282,800 | +$96M |
| SE - Sea | 2.68% | Add +244.3% | 944,120 | $127.57 | $120M | +669,920 | +$71M |
| EWZ - Ishares | 2.51% | New | 3,552,575 | $31.77 | $113M | +3,552,575 | +$113M |
| NAMS - Newamsterdam Pharma | 2.40% | Add +59.6% | 3,070,146 | $35.08 | $108M | +1,146,446 | +$53M |
| MELI - Mercadolibre | 2.11% | Reduce −19.2% | 47,149 | $2,014 | $95M | −11,195 | −$41M |
| Bbb Foods · CL A | 1.99% | Add +126.1% | 2,675,152 | $33.39 | $89M | +1,492,027 | +$57M |
| QSR - Restaurant Brands Intl | 1.84% | Add +6.9% | 1,209,000 | $68.23 | $82M | +77,635 | +$10M |
| COGT - Cogent Biosciences | 1.75% | Add +109.0% | 2,214,470 | $35.52 | $79M | +1,154,890 | +$63M |
| AA - Alcoa | 1.63% | New | 1,376,050 | $53.14 | $73M | +1,376,050 | +$73M |
| ENTG - Entegris | 1.58% | New | 844,160 | $84.25 | $71M | +844,160 | +$71M |
| DOCU - Docusign | 1.55% | Reduce −39.6% | 1,019,085 | $68.40 | $70M | −666,865 | −$52M |
| LSCC - Lattice Semiconductor | 1.52% | New | 925,970 | $73.58 | $68M | +925,970 | +$68M |
| BE - Bloom Energy · CL A | 1.43% | New | 740,545 | $86.89 | $64M | +740,545 | +$64M |
| WAB - Wabtec | 1.43% | Reduce −0.8% | 300,110 | $213.45 | $64M | −2,300 | +$3M |
| ROKU - ROKU Inc · CL A | 1.41% | Reduce −29.1% | 582,980 | $108.49 | $63M | −239,455 | −$19M |
| FIGR - Figure Technology Solutio · CL A | 1.40% | Reduce −27.3% | 1,539,785 | $40.84 | $63M | −577,040 | −$14M |
| CRH - CRH PLC | 1.32% | Add +20.6% | 474,955 | $124.80 | $59M | +81,135 | +$12M |
| OPCH - Option Care Health | 1.24% | Add +78.6% | 1,745,950 | $31.86 | $56M | +768,265 | +$28M |
| EEM - Ishares Tr | 1.10% | Reduce −52.5% | 902,500 | $54.71 | $49M | −997,500 | −$52M |
| DAL - Delta Air Lines Del | 1.01% | New | 650,910 | $69.40 | $45M | +650,910 | +$45M |
| UAL - United Airls | 0.87% | New | 348,400 | $111.82 | $39M | +348,400 | +$39M |
| STUB - Stubhub · CL A | 0.69% | Reduce −45.9% | 2,305,751 | $13.53 | $31M | −1,953,765 | −$41M |
| ON - On Semiconductor | 0.65% | New | 536,260 | $54.15 | $29M | +536,260 | +$29M |
| FLUT - Flutter Entmt | 0.55% | Hold | 115,245 | $215.04 | $25M | — | — |
| PCT - Purecycle Technologies | 0.55% | Add +25.0% | 2,878,434 | $8.59 | $25M | +575,350 | −$6M |
| AEVA - Aeva Technologies | 0.54% | Reduce −0.8% | 1,824,862 | $13.28 | $24M | −14,452 | −$2M |
| GS - Goldman Sachs Group | 0.54% | New | 27,500 | $879.02 | $24M | +27,500 | +$24M |
| CLF - Cleveland-Cliffs | 0.52% | Reduce −35.7% | 1,745,655 | $13.28 | $23M | −969,380 | −$10M |
| YPF - Ypf Sociedad Anonima · CL D | 0.49% | Add +429.2% | 606,990 | $36.16 | $22M | +492,295 | +$19M |
| STM - Stmicroelectronics | 0.45% | New | 773,555 | $25.94 | $20M | +773,555 | +$20M |
| U - Unity Software | 0.40% | Reduce −53.5% | 410,020 | $44.17 | $18M | −472,480 | −$17M |
| SCCO - Southern Copper | 0.39% | New | 120,817 | $143.47 | $17M | +120,817 | +$17M |
| DAKT - Daktronics | 0.38% | Reduce −40.6% | 852,960 | $19.77 | $17M | −583,976 | −$13M |
| Rh | 0.35% | New | 88,200 | $179.15 | $16M | +88,200 | +$16M |
| CMG - Chipotle Mexican Grill | 0.32% | Add +68.1% | 391,930 | $37.00 | $15M | +158,725 | +$5M |
| PTGX - Protagonist Therapeutics | 0.31% | Hold | 159,700 | $87.34 | $14M | — | — |
| Z - Zillow Group · CL C | 0.29% | New | 192,640 | $68.22 | $13M | +192,640 | +$13M |
| CDTX - Cidara Therapeutics | 0.24% | New | 49,495 | $220.89 | $11M | +49,495 | +$11M |
| PM - Philip Morris Intl | 0.24% | New | 67,400 | $160.40 | $11M | +67,400 | +$11M |
| AAL — | 0.22% | New | 639,785 | $15.33 | $10M | +639,785 | +$10M |
| AGX - Argan | 0.21% | New | 30,000 | $313.33 | $9M | +30,000 | +$9M |
| DASH - Doordash · CL A | 0.18% | New | 35,900 | $226.49 | $8M | +35,900 | +$8M |
| PGNY - Progyny | 0.17% | New | 295,115 | $25.68 | $8M | +295,115 | +$8M |
| SATS - Echostar · CL A | 0.15% | Hold | 60,765 | $108.70 | $7M | — | — |
| ADMA - Adma Biologics | 0.10% | New | 252,200 | $18.24 | $5M | +252,200 | +$5M |
| ALM - Almonty Inds | 0.09% | New | 469,880 | $8.81 | $4M | +469,880 | +$4M |
| WOLF - Wolfspeed | 0.07% | New | 186,900 | $17.41 | $3M | +186,900 | +$3M |
| WVE - Wave Life Sciences | 0.07% | New | 173,000 | $17.00 | $3M | +173,000 | +$3M |
| NP - Neptune Ins · CL A | 0.01% | New | 20,000 | $29.15 | $583K | +20,000 | +$583K |
Showing top 50 of 58 by value
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2025 Q3
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| Verona Pharma | 2.63% | Exit | 0 | $106.71 | $107M | −1,002,080 | −$107M |
| META - Meta Platforms · CL A | 1.38% | Exit | 0 | $734.38 | $56M | −76,100 | −$56M |
| CRS - Carpenter Technology | 1.33% | Exit | 0 | $245.54 | $54M | −220,035 | −$54M |
| C - Citigroup | 1.29% | Exit | 0 | $101.50 | $52M | −514,850 | −$52M |
| TWLO - Twilio · CL A | 1.26% | Exit | 0 | $100.09 | $51M | −512,800 | −$51M |
| BAC - Bank of America | 1.26% | Exit | 0 | $51.59 | $51M | −989,250 | −$51M |
| EQT - EQT Corp | 1.20% | Exit | 0 | $54.43 | $49M | −894,950 | −$49M |
| GEV - GE Vernova | 1.17% | Exit | 0 | $614.90 | $48M | −77,320 | −$48M |
| VST - Vistra | 1.13% | Exit | 0 | $195.92 | $46M | −233,985 | −$46M |
| LEN - Lennar · CL A | 0.87% | Exit | 0 | $126.04 | $35M | −279,424 | −$35M |
| DHI - D.R. Horton | 0.86% | Exit | 0 | $169.47 | $35M | −205,150 | −$35M |
| FWONK - Liberty Media Del | 0.74% | Exit | 0 | $104.45 | $30M | −288,400 | −$30M |
| DKS - Dicks Sporting Goods | 0.72% | Exit | 0 | $222.22 | $29M | −132,425 | −$29M |
| Spdr Series Trust | 0.71% | Exit | 0 | $59.42 | $29M | −482,095 | −$29M |
| PCG - Pg And E | 0.61% | Exit | 0 | $15.08 | $25M | −1,649,300 | −$25M |
| ARM — | 0.58% | Exit | 0 | $141.49 | $24M | −167,900 | −$24M |
| NU — · CL A | 0.57% | Exit | 0 | $16.01 | $23M | −1,454,180 | −$23M |
| SMTC - Semtech | 0.53% | Exit | 0 | $71.45 | $22M | −301,515 | −$22M |
| STX - Seagate | 0.50% | Exit | 0 | $236.07 | $20M | −85,900 | −$20M |
| GPC - Genuine Parts | 0.49% | Exit | 0 | $138.60 | $20M | −144,185 | −$20M |
| ELVN - Enliven Therapeutics | 0.48% | Exit | 0 | $20.47 | $19M | −947,405 | −$19M |
| Post | 0.47% | Exit | 0 | $107.48 | $19M | −176,400 | −$19M |
| SNDK - Sandisk | 0.46% | Exit | 0 | $112.20 | $19M | −166,235 | −$19M |
| SYF - Synchrony Financial | 0.46% | Exit | 0 | $71.05 | $19M | −261,825 | −$19M |
| ARGT - Global X Fds | 0.44% | Exit | 0 | $69.76 | $18M | −254,045 | −$18M |
| COF - Capital One Finl | 0.23% | Exit | 0 | $212.59 | $9M | −43,920 | −$9M |
| SEI - Solaris Energy Infras · CL A | 0.14% | Exit | 0 | $39.97 | $6M | −145,600 | −$6M |
| MDB - Mongodb · CL A | 0.14% | Exit | 0 | $310.39 | $5M | −17,710 | −$5M |
| TXRH - Texas Roadhouse | 0.12% | Exit | 0 | $166.14 | $5M | −29,800 | −$5M |
| CHYM - Chime Finl · CL A | 0.02% | Exit | 0 | $20.17 | $872K | −43,230 | −$872K |
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