What Stanley Druckenmiller bought and sold in Q2 2026
In Q2 2026, Stanley Druckenmiller (Duquesne Family Office) opened 41 new positions — including GOOGL (2.8%), FOXA (2.6%), CDW (2.4%), added to 10, trimmed 6, exited 22 (AVGO, OPCH, FIGR). The book stood at $4.35B across 86 positions, filed Aug 14, 2026.
41New10Added6Trimmed22Exited
Decision recordDuquesne Family Office opened GOOGL at 2.8% of its 13F book. What did that mean?Meaningful new position. Low timing precision. See the lag, evidence, disagreement, and original source →New positions (41)
- GOOGLAlphabet Inc-cl A2.8% · $120M
- FOXAFox Corp - Class A2.6% · $115M
- CDWCdw Corp/de2.4% · $105M
- DALDelta Air Lines Inc1.3% · $56M
- FLRFluor Corp1.2% · $51M
- DHIDR Horton Inc1.1% · $49M
- AMDAdvanced Micro Devices1.0% · $42M
- PANWPalo Alto Networks Inc0.9% · $40M
- HUTHut 8 Corp0.8% · $36M
- FOXFox Corp - Class B0.7% · $30M
- CVCOCavco Industries Inc0.6% · $24M
- PURRHyperliquid Strategies0.5% · $23M
- RMBSRambus Inc0.5% · $23M
- RYTMRhythm Pharmaceuticals Inc0.5% · $23M
- SKYChampion Homes Inc0.5% · $22M
- ENTGEntegris Inc0.5% · $21M
- RIOTRiot Platforms Inc0.5% · $21M
- AEVAAeva Technologies Inc0.5% · $21M
- EQIXEquinix Inc0.4% · $19M
- LRCXLam Research Corp0.4% · $19M
- DFTXDefinium Therapeutics Inc0.4% · $17M
- RSPInvesco S&p 500 Equal Weight0.4% · $16M
- TXG10x Genomics Inc-class A0.4% · $15M
- LLYEli Lilly & CO0.3% · $15M
- RGENRepligen Corp0.2% · $11M
- RKTRocket Cos Inc-class A0.2% · $10M
- BIDUBaidu Inc - Spon Adr0.2% · $10M
- CVNACarvana CO0.2% · $10M
- RDDTReddit Inc-cl A0.2% · $10M
- TMOThermo Fisher Scientific Inc0.2% · $10M
- DHRDanaher Corp0.2% · $10M
- FFIVF5 Inc0.2% · $9M
- SKESkeena Resources Ltd0.2% · $8M
- GLUEMonte Rosa Therapeutics Inc0.2% · $7M
- RLAYRelay Therapeutics Inc0.1% · $7M
- CCCCcc Intelligent Solutions HO0.1% · $6M
- UWMCUwm Holdings Corp0.1% · $6M
- NVTSNavitas Semiconductor Corp0.1% · $6M
- BEAMBeam Therapeutics Inc0.1% · $5M
- AURAurora Innovation Inc0.1% · $4M
- GGALGrupo Financiero Galicia-adr0.1% · $3M
Added to (10)
- INSMInsmed Inc+23% shares · 3.5% · $152M
- AMZNAmazon.com Inc+1083% shares · 3.0% · $129M
- UALUnited Airlines Holdings Inc+203% shares · 2.5% · $108M
- RVMDRevolution Medicines Inc+27% shares · 1.7% · $75M
- CRHCrh Plc+47% shares · 1.4% · $59M
- CLFCleveland-cliffs Inc+82% shares · 0.9% · $40M
- PTGXProtagonist Therapeutics Inc+31% shares · 0.6% · $26M
- ADMAAdma Biologics Inc+80% shares · 0.5% · $23M
- DAKTDaktronics Inc+100% shares · 0.5% · $22M
- PCTPurecycle Technologies Inc+178% shares · 0.5% · $22M
Trimmed (6)
Exited (22)
- AVGOBroadcom Incwas 2.1% of book
- OPCHOption Care Health Incwas 1.7% of book
- FIGRFigure Technology Solut-cl Awas 1.3% of book
- QSRRestaurant Brands Internwas 1.1% of book
- LSCCLattice Semiconductor Corpwas 1.0% of book
- HUMHumana Incwas 0.8% of book
- TWLOTwilio Inc - Awas 0.8% of book
- JBLJabil Incwas 0.7% of book
- GSGIshares S&p Gsci Commodity Iwas 0.7% of book
- BEBloom Energy Corp- Awas 0.6% of book
- INTCIntel Corpwas 0.6% of book
- NETCloudflare Inc - Class Awas 0.4% of book
- TWSTTwist Bioscience Corpwas 0.3% of book
- COHRCoherent Corpwas 0.3% of book
- CLSCelestica Incwas 0.3% of book
- STUBStubhub Holdings Inc-class Awas 0.3% of book
- MUMicron Technology Incwas 0.3% of book
- SATSEchostar Corp-awas 0.2% of book
- ALMAlmonty Industries Incwas 0.2% of book
- LITELumentum Holdings Incwas 0.2% of book
- MELIMercadolibre Incwas 0.2% of book
- WLKWestlake Corpwas 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.