What Stanley Druckenmiller bought and sold in Q1 2026
In Q1 2026, Stanley Druckenmiller (Duquesne Family Office) opened 27 new positions — including AVGO (2.1%), ARGT (1.2%), CAI (1.2%), added to 7, trimmed 16, exited 23 (XLF, RSP, GOOGL). The book stood at $2.94B across 65 positions, filed May 15, 2026.
27New7Added16Trimmed23Exited
New positions (27)
- AVGOBroadcom Inc2.1% · $61M
- ARGTGlobal X Msci Argentina Etf1.2% · $36M
- CAICaris Life Sciences Inc1.2% · $34M
- RVMDRevolution Medicines Inc1.0% · $31M
- SNDKSandisk Corp0.8% · $24M
- HUMHumana Inc0.8% · $24M
- TWLOTwilio Inc - A0.8% · $23M
- JBLJabil Inc0.7% · $22M
- GSGIshares S&p Gsci Commodity I0.7% · $21M
- LINLinde Plc0.7% · $20M
- NUVBNuvation Bio Inc0.7% · $19M
- INTCIntel Corp0.6% · $18M
- BLTEBelite Bio Inc - Adr0.6% · $17M
- ARMArm Holdings Plc-adr0.6% · $16M
- OLMAOlema Pharmaceuticals Inc0.5% · $15M
- QQnity Electronics Inc0.5% · $14M
- XENEXenon Pharmaceuticals Inc0.5% · $14M
- NETCloudflare Inc - Class A0.4% · $11M
- VISTVista Energy Sab DE CV0.3% · $10M
- TWSTTwist Bioscience Corp0.3% · $10M
- COHRCoherent Corp0.3% · $10M
- CLSCelestica Inc0.3% · $9M
- DBVTDbv Technologies Sa-spon Adr0.3% · $8M
- MUMicron Technology Inc0.3% · $8M
- LITELumentum Holdings Inc0.2% · $5M
- SOLSSolstice Adv Materials Inc0.2% · $5M
- WLKWestlake Corp0.1% · $2M
Added to (7)
- NTRANatera Inc+22% shares · 20.9% · $613M
- YPFYpf S.a.-sponsored Adr+433% shares · 5.1% · $150M
- STMStmicroelectronics Nv-ny Shs+238% shares · 3.1% · $90M
- ROKURoku Inc+29% shares · 2.4% · $71M
- CLFCleveland-cliffs Inc+33% shares · 0.7% · $20M
- UUnity Software Inc+80% shares · 0.6% · $16M
- ADMAAdma Biologics Inc+513% shares · 0.5% · $14M
Trimmed (16)
- INSMInsmed Inc-22% shares · 6.4% · $189M
- WWDWoodward Inc-64% shares · 2.6% · $76M
- TEVATeva Pharmaceutical-sp Adr-60% shares · 2.4% · $72M
- CPNGCoupang Inc-61% shares · 1.7% · $50M
- CRHCrh Plc-21% shares · 1.4% · $40M
- FIGRFigure Technology Solut-cl A-25% shares · 1.3% · $39M
- QSRRestaurant Brands Intern-62% shares · 1.1% · $34M
- LSCCLattice Semiconductor Corp-65% shares · 1.0% · $30M
- UALUnited Airlines Holdings Inc-25% shares · 0.8% · $24M
- WABWabtec Corp-68% shares · 0.8% · $24M
- BEBloom Energy Corp- A-82% shares · 0.6% · $18M
- DAKTDaktronics Inc-34% shares · 0.4% · $11M
- AMZNAmazon.com Inc-94% shares · 0.3% · $10M
- STUBStubhub Holdings Inc-class A-41% shares · 0.3% · $9M
- PCTPurecycle Technologies Inc-67% shares · 0.2% · $5M
- MELIMercadolibre Inc-94% shares · 0.2% · $5M
Exited (23)
- XLFSS Financial Select Sectorwas 7.1% of book
- RSPInvesco S&p 500 Equal Weightwas 5.3% of book
- GOOGLAlphabet Inc-cl Awas 2.9% of book
- COGTCogent Biosciences Incwas 1.9% of book
- ENTGEntegris Incwas 1.7% of book
- DOCUDocusign Incwas 1.7% of book
- EEMIshares Msci Emerging Marketwas 1.2% of book
- DALDelta Air Lines Incwas 1.1% of book
- ONON Semiconductorwas 0.7% of book
- FLUTFlutter Entmt Plcwas 0.6% of book
- AEVAAeva Technologies Incwas 0.6% of book
- GSGoldman Sachs Group Incwas 0.6% of book
- RHRHwas 0.4% of book
- CMGChipotle Mexican Grill Incwas 0.3% of book
- ZZillow Group Inc - Cwas 0.3% of book
- CDTXCidara Therapeutics Incwas 0.3% of book
- PMPhilip Morris Internationalwas 0.3% of book
- AALAmerican Airlines Group Incwas 0.2% of book
- AGXArgan Incwas 0.2% of book
- DASHDoordash Inc - Awas 0.2% of book
- PGNYProgyny Incwas 0.2% of book
- WOLFWolfspeed Incwas 0.1% of book
- NPNeptune Insurance Holdi-cl Awas <0.1% of book
Stanley Druckenmiller's other filings
Changes vs the prior quarter's 13F, long US equity positions only (no shorts, options, or non-US listings). ADD/TRIM are share- count changes of ±20% or more. Sourced from SEC EDGAR. Not investment advice.