Stanley Druckenmiller's portfolio
Stanley Druckenmiller's Duquesne Family Office portfolio: $4.4M across 86 stocks as of Q2 2026. Top holdings NTRA, TSM, STM, INSM, FOXA. Latest buys and sells from the 13F filed Aug 14, 2026.
Top holdings
| Stock | % of portfolio | Value | Shares | Change |
|---|---|---|---|---|
| NTRA Natera Inc | 19.9% | $864.9K | 3.2M | Added |
| TSM Taiwan Semiconductor Manufac | 6.5% | $281.6K | 589,680 | Added |
| STM Stmicroelectronics N V | 5.3% | $232.4K | 3.1M | Added |
| INSM Insmed Inc | 3.5% | $151.9K | 1.4M | Added |
| FOXA Fox Corp | 3.3% | $144.6K | 2.8M | New |
| YPF Ypf Sociedad Anonima | 3.3% | $142.7K | 3.1M | Trimmed |
| AMZN Amazon Com Inc | 3.0% | $129.1K | 541,600 | Added |
| Bbb Foods Inc | 2.8% | $120.9K | 2.9M | Trimmed |
| GOOGL Alphabet Inc | 2.8% | $120.2K | 336,300 | New |
| EWZ Ishares Inc | 2.7% | $118.5K | 3.4M | Held |
| Seagate Technology Hldngs Pl | 2.7% | $117.7K | 122,000 | Added |
| UAL United Airls Hldgs Inc | 2.5% | $108.1K | 794,795 | Added |
| SE Sea Ltd | 2.4% | $105.4K | 1.1M | Held |
| CDW Cdw Corp | 2.4% | $104.6K | 743,950 | New |
| Newamsterdam Pharma Company | 2.4% | $104.0K | 3.1M | Held |
| SNDK Sandisk Corp | 1.8% | $79.4K | 34,900 | Trimmed |
| RVMD Revolution Medicines Inc | 1.7% | $74.8K | 399,587 | Added |
| Bitdeer Technologies Group | 1.5% | $64.7K | 4.1M | New |
| Crh Plc | 1.4% | $59.2K | 553,555 | Added |
| DAL Delta Air Lines Inc | 1.3% | $56.5K | 603,000 | New |
| FLR Fluor Corp | 1.2% | $51.5K | 982,200 | New |
| DHI D R Horton Inc | 1.1% | $48.7K | 299,000 | New |
| CPNG Coupang Inc | 1.1% | $46.3K | 2.7M | Held |
| AMD Advanced Micro Devices Inc | 1.0% | $42.3K | 72,900 | New |
| PANW Palo Alto Networks Inc | 0.9% | $39.8K | 116,650 | New |
| CLF Cleveland-Cliffs Inc New | 0.9% | $39.6K | 4.2M | Added |
| HUT Hut 8 Corp | 0.8% | $36.3K | 314,150 | New |
| CAI Caris Life Sciences Inc | 0.8% | $33.8K | 1.9M | Held |
| ARGT Global X Fds | 0.7% | $30.0K | 328,800 | Trimmed |
| WWD Woodward Inc | 0.7% | $28.6K | 67,194 | Trimmed |
| NUVB Nuvation Bio Inc | 0.6% | $25.8K | 4.5M | Held |
| PTGX Protagonist Therapeutics Inc | 0.6% | $25.6K | 208,900 | Added |
| ROKU Roku Inc | 0.6% | $25.4K | 184,055 | Trimmed |
| CVCO Cavco Inds Inc Del | 0.6% | $24.3K | 39,500 | New |
| ADMA Adma Biologics Inc | 0.5% | $23.3K | 2.8M | Added |
| PURR Hyperliquid Strategies Inc | 0.5% | $23.1K | 2.9M | New |
| RMBS Rambus Inc Del | 0.5% | $23.0K | 173,000 | New |
| RYTM Rhythm Pharmaceuticals Inc | 0.5% | $22.6K | 203,618 | New |
| SKY Champion Homes Inc | 0.5% | $22.4K | 254,400 | New |
| DAKT Daktronics Inc | 0.5% | $22.0K | 1.1M | Added |
Biggest buys (Q2 2026)
| Stock | Action | Trade value | Shares now | Weight |
|---|---|---|---|---|
| FOXA Fox Corp | New | $144.6K | 2.8M | 3.3% |
| GOOGL Alphabet Inc | New | $120.2K | 336,300 | 2.8% |
| AMZN Amazon Com Inc | Added | $118.2K | 541,600 | 3.0% |
| CDW Cdw Corp | New | $104.6K | 743,950 | 2.4% |
| UAL United Airls Hldgs Inc | Added | $72.4K | 794,795 | 2.5% |
| Seagate Technology Hldngs Pl | Added | $68.8K | 122,000 | 2.7% |
| Bitdeer Technologies Group | New | $64.7K | 4.1M | 1.5% |
| DAL Delta Air Lines Inc | New | $56.5K | 603,000 | 1.3% |
| FLR Fluor Corp | New | $51.5K | 982,200 | 1.2% |
| DHI D R Horton Inc | New | $48.7K | 299,000 | 1.1% |
| TSM Taiwan Semiconductor Manufac | Added | $45.1K | 589,680 | 6.5% |
| AMD Advanced Micro Devices Inc | New | $42.3K | 72,900 | 1.0% |
| PANW Palo Alto Networks Inc | New | $39.8K | 116,650 | 0.9% |
| STM Stmicroelectronics N V | Added | $36.7K | 3.1M | 5.3% |
| HUT Hut 8 Corp | New | $36.3K | 314,150 | 0.8% |
| NTRA Natera Inc | Added | $33.3K | 3.2M | 19.9% |
| INSM Insmed Inc | Added | $28.9K | 1.4M | 3.5% |
| CVCO Cavco Inds Inc Del | New | $24.3K | 39,500 | 0.6% |
| PURR Hyperliquid Strategies Inc | New | $23.1K | 2.9M | 0.5% |
| RMBS Rambus Inc Del | New | $23.0K | 173,000 | 0.5% |
| RYTM Rhythm Pharmaceuticals Inc | New | $22.6K | 203,618 | 0.5% |
| SKY Champion Homes Inc | New | $22.4K | 254,400 | 0.5% |
| ENTG Entegris Inc | New | $21.3K | 118,300 | 0.5% |
| AEVA Aeva Technologies Inc | New | $20.7K | 720,175 | 0.5% |
| RIOT Riot Platforms Inc | New | $20.7K | 754,800 | 0.5% |
| EQIX Equinix Inc | New | $19.2K | 18,450 | 0.4% |
| LRCX Lam Research Corp | New | $18.9K | 43,600 | 0.4% |
| Crh Plc | Added | $18.8K | 553,555 | 1.4% |
| CLF Cleveland-Cliffs Inc New | Added | $17.9K | 4.2M | 0.9% |
| DFTX Definium Therapeutics Inc | New | $16.8K | 356,600 | 0.4% |
| RSP Invesco Exchange Traded Fd T | New | $15.8K | 74,400 | 0.4% |
| RVMD Revolution Medicines Inc | Added | $15.7K | 399,587 | 1.7% |
| TXG 10X Genomics Inc | New | $15.5K | 403,100 | 0.4% |
| LLY Eli Lilly & Co | New | $14.8K | 12,380 | 0.3% |
| PCT Purecycle Technologies Inc | Added | $13.9K | 2.7M | 0.5% |
| DAKT Daktronics Inc | Added | $11.0K | 1.1M | 0.5% |
| RGEN Repligen Corp | New | $10.6K | 77,400 | 0.2% |
| ADMA Adma Biologics Inc | Added | $10.4K | 2.8M | 0.5% |
| RKT Rocket Cos Inc | New | $10.3K | 652,220 | 0.2% |
| BIDU Baidu Inc | New | $10.1K | 88,200 | 0.2% |
Biggest sells (Q2 2026)
| Stock | Action | Trade value | Shares now | Weight |
|---|---|---|---|---|
| ROKU Roku Inc | Trimmed | $78.2K | 184,055 | 0.6% |
| AA Alcoa Corp | Trimmed | $68.2K | 185,640 | 0.2% |
| WWD Woodward Inc | Trimmed | $61.3K | 67,194 | 0.7% |
| Teva Pharmaceutical Inds Ltd | Trimmed | $59.4K | 624,999 | 0.5% |
| ARM Arm Holdings Plc | Trimmed | $27.9K | 28,090 | 0.2% |
| WAB Wabtec | Trimmed | $10.3K | 56,595 | 0.4% |
| Bbb Foods Inc | Trimmed | $8.6K | 2.9M | 2.8% |
| SNDK Sandisk Corp | Trimmed | $7.4K | 34,900 | 1.8% |
| ARGT Global X Fds | Trimmed | $5.4K | 328,800 | 0.7% |
| YPF Ypf Sociedad Anonima | Trimmed | $4.4K | 3.1M | 3.3% |
Source: SEC Form 13F-HR for the quarter ending June 30, 2026, filed August 14, 2026; compared with Q1 2026. Long US equity positions only.
Frequently asked questions
What does Stanley Druckenmiller own?
As of Q2 2026, Duquesne Family Office's largest holdings are NTRA (19.9%), TSM (6.5%), STM (5.3%), INSM (3.5%), FOXA (3.3%). The top 10 positions make up 52% of the $4.4M portfolio.
What did Stanley Druckenmiller buy last quarter?
In Q2 2026, Duquesne Family Office's largest purchases were FOXA (new, $144.6K), GOOGL (new, $120.2K), AMZN (added, $118.2K), CDW (new, $104.6K).
What did Stanley Druckenmiller sell last quarter?
Duquesne Family Office's largest sales in Q2 2026 were ROKU (trimmed, $78.2K), AA (trimmed, $68.2K), WWD (trimmed, $61.3K), Teva Pharmaceutical Inds Ltd (trimmed, $59.4K).
When is Stanley Druckenmiller's next 13F filing?
13F reports are due 45 days after each quarter ends. The latest filing, for Q2 2026, was filed on August 14, 2026.