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 | 18.14% | Add +22.0% | 3,063,606 | $199.99 | $613M | +552,249 | +$37M |
| INSM - Insmed | 5.59% | Reduce −22.1% | 1,154,090 | $163.52 | $189M | −327,662 | −$69M |
| TSM - Taiwan Semiconductor | 4.96% | Reduce −8.8% | 495,280 | $337.95 | $167M | −47,805 | +$2M |
| YPF - Ypf Sociedad Anonima · CL D | 4.43% | Add +433.1% | 3,235,962 | $46.22 | $150M | +2,628,972 | +$128M |
| EWZ - Ishares | 3.91% | Reduce −3.3% | 3,436,170 | $38.39 | $132M | −116,405 | +$19M |
| Bbb Foods · CL A | 3.26% | Add +16.2% | 3,109,202 | $35.37 | $110M | +434,050 | +$21M |
| AA - Alcoa | 2.93% | Add +8.5% | 1,493,390 | $66.33 | $99M | +117,340 | +$26M |
| NAMS - Newamsterdam Pharma | 2.91% | Hold | 3,070,146 | $32.01 | $98M | — | — |
| SE - Sea | 2.70% | Add +16.5% | 1,099,905 | $82.81 | $91M | +155,785 | −$29M |
| STM - Stmicroelectronics | 2.67% | Add +237.8% | 2,612,880 | $34.55 | $90M | +1,839,325 | +$70M |
| WWD - Woodward | 2.24% | Reduce −64.2% | 211,355 | $357.92 | $76M | −379,575 | −$103M |
| TEVA - Teva Pharmaceutical Inds | 2.12% | Reduce −59.5% | 2,377,285 | $30.12 | $72M | −3,497,585 | −$112M |
| ROKU - ROKU Inc · CL A | 2.10% | Add +28.7% | 750,190 | $94.62 | $71M | +167,210 | +$8M |
| AVGO - Broadcom | 1.80% | New | 195,955 | $309.51 | $61M | +195,955 | +$61M |
| CPNG - Coupang · CL A | 1.49% | Reduce −60.6% | 2,667,485 | $18.88 | $50M | −4,105,424 | −$109M |
| OPCH - Option Care Health | 1.49% | Add +7.0% | 1,868,550 | $26.92 | $50M | +122,600 | −$5M |
| CRH - CRH PLC | 1.18% | Reduce −20.5% | 377,555 | $105.12 | $40M | −97,400 | −$20M |
| FIGR - Figure Technology Solutio · CL A | 1.16% | Reduce −25.3% | 1,150,415 | $33.95 | $39M | −389,370 | −$24M |
| ARGT - Global X Fds | 1.07% | New | 387,400 | $93.32 | $36M | +387,400 | +$36M |
| CAI - Caris Life Sciences | 1.00% | New | 1,894,450 | $17.88 | $34M | +1,894,450 | +$34M |
| QSR - Restaurant Brands Intl | 0.99% | Reduce −62.4% | 454,435 | $73.90 | $34M | −754,565 | −$49M |
| RVMD - Revolution Medicines | 0.91% | New | 315,860 | $97.25 | $31M | +315,860 | +$31M |
| LSCC - Lattice Semiconductor | 0.89% | Reduce −65.1% | 323,135 | $92.76 | $30M | −602,835 | −$38M |
| SNDK - Sandisk | 0.72% | New | 38,155 | $635.33 | $24M | +38,155 | +$24M |
| UAL - United Airls | 0.72% | Reduce −24.7% | 262,495 | $92.07 | $24M | −85,905 | −$15M |
| HUM - Humana | 0.71% | New | 137,505 | $173.39 | $24M | +137,505 | +$24M |
| WAB - Wabtec | 0.70% | Reduce −68.4% | 94,895 | $249.91 | $24M | −205,215 | −$40M |
| TWLO - Twilio · CL A | 0.68% | New | 181,760 | $125.82 | $23M | +181,760 | +$23M |
| JBL - Jabil | 0.65% | New | 82,200 | $265.63 | $22M | +82,200 | +$22M |
| SCCO - Southern Copper | 0.62% | Add +0.8% | 121,843 | $172.06 | $21M | +1,026 | +$4M |
| GSG - Ishares S&P Gsci Commodity- | 0.61% | New | 643,000 | $32.25 | $21M | +643,000 | +$21M |
| LIN - Linde | 0.60% | New | 41,200 | $495.75 | $20M | +41,200 | +$20M |
| STX - Seagate | 0.59% | New | 50,700 | $391.76 | $20M | +50,700 | +$20M |
| CLF - Cleveland-Cliffs | 0.58% | Add +32.5% | 2,313,455 | $8.45 | $20M | +567,800 | −$4M |
| NUVB - Nuvation Bio · CL A | 0.58% | New | 4,539,800 | $4.29 | $19M | +4,539,800 | +$19M |
| BE - Bloom Energy · CL A | 0.55% | Reduce −81.6% | 136,320 | $135.49 | $18M | −604,225 | −$46M |
| INTC - Intel | 0.54% | New | 411,400 | $44.13 | $18M | +411,400 | +$18M |
| BLTE - Belite Bio Sponsored | 0.50% | New | 106,100 | $159.44 | $17M | +106,100 | +$17M |
| PTGX - Protagonist Therapeutics | 0.50% | Hold | 159,700 | $105.40 | $17M | — | — |
| U - Unity Software | 0.48% | Add +80.2% | 738,785 | $21.94 | $16M | +328,765 | −$2M |
| ARM — | 0.48% | New | 106,700 | $151.28 | $16M | +106,700 | +$16M |
| OLMA - Olema Pharmaceuticals | 0.44% | New | 986,827 | $14.91 | $15M | +986,827 | +$15M |
| Q - Qnity | 0.43% | New | 125,655 | $115.38 | $14M | +125,655 | +$14M |
| ADMA - Adma Biologics | 0.41% | Add +512.9% | 1,545,610 | $9.01 | $14M | +1,293,410 | +$9M |
| XENE - Xenon Pharmaceuticals | 0.41% | New | 238,600 | $58.15 | $14M | +238,600 | +$14M |
| JBS — · CL A | 0.35% | New | 655,900 | $17.96 | $12M | +655,900 | +$12M |
| DAKT - Daktronics | 0.33% | Reduce −34.0% | 562,637 | $19.55 | $11M | −290,323 | −$6M |
| NET - Cloudflare · CL A | 0.32% | New | 52,535 | $206.34 | $11M | +52,535 | +$11M |
| LYB - Lyondellbasell Industries | 0.31% | New | 131,435 | $80.56 | $11M | +131,435 | +$11M |
| VIST - Vista Energy S A B De C V | 0.30% | New | 134,700 | $75.47 | $10M | +134,700 | +$10M |
| TWST - Twist Bioscience | 0.29% | New | 206,000 | $47.52 | $10M | +206,000 | +$10M |
| COHR - Coherent | 0.29% | New | 40,400 | $238.22 | $10M | +40,400 | +$10M |
| AMZN - Amazon | 0.28% | Reduce −93.8% | 45,800 | $208.28 | $10M | −692,140 | −$161M |
| CLS - Celestica | 0.28% | New | 33,275 | $281.68 | $9M | +33,275 | +$9M |
| STUB - Stubhub · CL A | 0.25% | Reduce −40.7% | 1,367,177 | $6.24 | $9M | −938,574 | −$23M |
| DBVT — | 0.24% | New | 383,363 | $20.89 | $8M | +383,363 | +$8M |
| MU - Micron Technology | 0.23% | New | 23,400 | $337.82 | $8M | +23,400 | +$8M |
| SATS - Echostar · CL A | 0.21% | Hold | 60,765 | $117.07 | $7M | — | — |
| ALM - Almonty Inds | 0.20% | Hold | 469,880 | $14.48 | $7M | — | — |
| PCT - Purecycle Technologies | 0.15% | Reduce −66.5% | 963,189 | $5.19 | $5M | −1,915,245 | −$20M |
| LITE - Lumentum | 0.14% | New | 6,963 | $702.71 | $5M | +6,963 | +$5M |
| MELI - Mercadolibre | 0.14% | Reduce −94.1% | 2,766 | $1,729 | $5M | −44,383 | −$90M |
| SOLS - Solstice Advanced Matls | 0.14% | New | 62,525 | $76.16 | $5M | +62,525 | +$5M |
| WST - Westlake | 0.07% | New | 21,194 | $116.83 | $2M | +21,194 | +$2M |
| WVE - Wave Life Sciences | 0.04% | Hold | 173,000 | $7.25 | $1M | — | — |
Showing top 50 of 65 by value
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2025 Q4
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| XLF - Select Sector Spdr Tr | 6.70% | Exit | 0 | $54.77 | $301M | −5,495,600 | −$301M |
| RSP — | 5.00% | Exit | 0 | $191.56 | $225M | −1,173,925 | −$225M |
| GOOGL - Alphabet · CL A | 2.68% | Exit | 0 | $313.00 | $121M | −385,000 | −$121M |
| COGT - Cogent Biosciences | 1.75% | Exit | 0 | $35.52 | $79M | −2,214,470 | −$79M |
| ENTG - Entegris | 1.58% | Exit | 0 | $84.25 | $71M | −844,160 | −$71M |
| DOCU - Docusign | 1.55% | Exit | 0 | $68.40 | $70M | −1,019,085 | −$70M |
| EEM - Ishares Tr | 1.10% | Exit | 0 | $54.71 | $49M | −902,500 | −$49M |
| DAL - Delta Air Lines Del | 1.01% | Exit | 0 | $69.40 | $45M | −650,910 | −$45M |
| ON - On Semiconductor | 0.65% | Exit | 0 | $54.15 | $29M | −536,260 | −$29M |
| FLUT - Flutter Entmt | 0.55% | Exit | 0 | $215.04 | $25M | −115,245 | −$25M |
| AEVA - Aeva Technologies | 0.54% | Exit | 0 | $13.28 | $24M | −1,824,862 | −$24M |
| GS - Goldman Sachs Group | 0.54% | Exit | 0 | $879.02 | $24M | −27,500 | −$24M |
| Rh | 0.35% | Exit | 0 | $179.15 | $16M | −88,200 | −$16M |
| CMG - Chipotle Mexican Grill | 0.32% | Exit | 0 | $37.00 | $15M | −391,930 | −$15M |
| Z - Zillow Group · CL C | 0.29% | Exit | 0 | $68.22 | $13M | −192,640 | −$13M |
| CDTX - Cidara Therapeutics | 0.24% | Exit | 0 | $220.89 | $11M | −49,495 | −$11M |
| PM - Philip Morris Intl | 0.24% | Exit | 0 | $160.40 | $11M | −67,400 | −$11M |
| AAL — | 0.22% | Exit | 0 | $15.33 | $10M | −639,785 | −$10M |
| AGX - Argan | 0.21% | Exit | 0 | $313.33 | $9M | −30,000 | −$9M |
| DASH - Doordash · CL A | 0.18% | Exit | 0 | $226.49 | $8M | −35,900 | −$8M |
| PGNY - Progyny | 0.17% | Exit | 0 | $25.68 | $8M | −295,115 | −$8M |
| WOLF - Wolfspeed | 0.07% | Exit | 0 | $17.41 | $3M | −186,900 | −$3M |
| NP - Neptune Ins · CL A | 0.01% | Exit | 0 | $29.15 | $583K | −20,000 | −$583K |
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