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Stanley Druckenmiller portfolio & holdings
Duquesne Family Office
$4.35B
disclosed 13F portfolio · 86 positions
top-5 concentration38%
Q2 2026 · filed Aug 14, 2026
Historical clone performance and limitations
Stanley Druckenmiller (Duquesne Family Office) discloses a $4.35B portfolio across 86 US-listed positions in the latest 13F filing (2026Q2, filed Aug 14, 2026). The largest holding is NTRA at 19.9% of the book.
A material reported change · Q2 2026
Stanley Druckenmiller increased reported AMZN shares by 1082.5%.
Holdings as of Jun 30, 2026 · filed Aug 14, 2026. Position at period end: 3.0% of the reported portfolio. The filing does not reveal the trade date, price, or reason.
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Holdings (86) · click any column to sort
| #↑ | Ticker | Issuer | % Port. | This Q | History | Value |
|---|---|---|---|---|---|---|
| 1 | NTRA | 19.9% | $865M | |||
| 2 | TSM | 6.5% | $282M | |||
| 3 | STM | 5.3% | $232M | |||
| 4 | INSM | 3.5% | $152M | |||
| 5 | YPF | 3.3% | $143M | |||
| 6 | AMZN | 3.0% | $129M | |||
| 7 | TBBB | 2.8% | $121M | |||
| 8 | GOOGL | 2.8% | $120M | |||
| 9 | EWZ | 2.7% | $119M | |||
| 10 | G7997R103 | 2.7% | $118M | |||
| 11 | FOXA | 2.6% | $115M | |||
| 12 | UAL | 2.5% | $108M | |||
| 13 | SE | 2.4% | $105M | |||
| 14 | CDW | 2.4% | $105M | |||
| 15 | NAMS | 2.4% | $104M | |||
| 16 | SNDK | 1.8% | $79M | |||
| 17 | RVMD | 1.7% | $75M | |||
| 18 | G11448100 | 1.5% | $65M | |||
| 19 | CRH | 1.4% | $59M | |||
| 20 | DAL | 1.3% | $56M | |||
| 21 | FLR | 1.2% | $51M | |||
| 22 | DHI | 1.1% | $49M | |||
| 23 | CPNG | 1.1% | $46M | |||
| 24 | AMD | 1.0% | $42M | |||
| 25 | PANW | 0.9% | $40M | |||
| 26 | CLF | 0.9% | $40M | |||
| 27 | HUT | 0.8% | $36M | |||
| 28 | CAI | 0.8% | $34M | |||
| 29 | ARGT | 0.7% | $30M | |||
| 30 | FOX | 0.7% | $30M | |||
| 31 | WWD | 0.7% | $29M | |||
| 32 | NUVB | 0.6% | $26M | |||
| 33 | PTGX | 0.6% | $26M | |||
| 34 | ROKU | 0.6% | $25M | |||
| 35 | CVCO | 0.6% | $24M | |||
| 36 | ADMA | 0.5% | $23M | |||
| 37 | PURR | 0.5% | $23M | |||
| 38 | RMBS | 0.5% | $23M | |||
| 39 | RYTM | 0.5% | $23M | |||
| 40 | SKY | 0.5% | $22M | |||
| 41 | DAKT | 0.5% | $22M | |||
| 42 | PCT | 0.5% | $22M | |||
| 43 | SCCO | 0.5% | $21M | |||
| 44 | LIN | 0.5% | $21M | |||
| 45 | ENTG | 0.5% | $21M | |||
| 46 | TEVA | 0.5% | $21M | |||
| 47 | U | 0.5% | $21M | |||
| 48 | AEVA | 0.5% | $21M | |||
| 49 | RIOT | 0.5% | $21M | |||
| 50 | Q | 0.5% | $21M | |||
| 51 | EQIX | 0.4% | $19M | |||
| 52 | LRCX | 0.4% | $19M | |||
| 53 | DFTX | 0.4% | $17M | |||
| 54 | BLTE | 0.4% | $16M | |||
| 55 | RSP | 0.4% | $16M | |||
| 56 | TXG | 0.4% | $15M | |||
| 57 | WAB | 0.3% | $15M | |||
| 58 | LLY | 0.3% | $15M | |||
| 59 | XENE | 0.3% | $14M | |||
| 60 | OLMA | 0.3% | $12M | |||
| 61 | RGEN | 0.2% | $11M | |||
| 62 | RKT | 0.2% | $10M | |||
| 63 | BIDU | 0.2% | $10M | |||
| 64 | ARM | 0.2% | $10M | |||
| 65 | CVNA | 0.2% | $10M | |||
| 66 | RDDT | 0.2% | $10M | |||
| 67 | AA | 0.2% | $10M | |||
| 68 | TMO | 0.2% | $10M | |||
| 69 | DHR | 0.2% | $10M | |||
| 70 | FFIV | 0.2% | $9M | |||
| 71 | VIST | 0.2% | $9M | |||
| 72 | SKE | 0.2% | $8M | |||
| 73 | N4732M103 | 0.2% | $8M | |||
| 74 | GLUE | 0.2% | $7M | |||
| 75 | RLAY | 0.1% | $7M | |||
| 76 | DBVT | 0.1% | $6M | |||
| 77 | CCC | 0.1% | $6M | |||
| 78 | UWMC | 0.1% | $6M | |||
| 79 | NVTS | 0.1% | $6M | |||
| 80 | SOLS | 0.1% | $6M | |||
| 81 | G3730V105 | 0.1% | $5M | |||
| 82 | BEAM | 0.1% | $5M | |||
| 83 | AUR | 0.1% | $4M | |||
| 84 | Q4982L109 | 0.1% | $4M | |||
| 85 | GGAL | 0.1% | $3M | |||
| 86 | Y95308105 | <0.1% | $1M |
Sort↑
- 1NTRAport19.9%val$865MNatera Incthis Q hold·16q
- 2TSMport6.5%val$282MTaiwan Semiconductor-sp Adrthis Q hold·12q
- 3STMport5.3%val$232MStmicroelectronics Nv-ny Shsthis Q hold·3q
- 4INSMport3.5%val$152MInsmed Incthis Q +23%·10q
- 5YPFport3.3%val$143MYpf S.a.-sponsored Adrthis Q hold·9q
- 6AMZNport3.0%val$129MAmazon.com Incthis Q +1083%·32q
- 7TBBBport2.8%val$121MBbb Foods Incthis Q hold·5q
- port2.8%val$120MAlphabet Inc-cl Athis Q New·25q
- 9EWZport2.7%val$119MIshares Msci Brazil Etfthis Q hold·5q
- 10G7997R103port2.7%val$118MSeagate Technology Hldngs PLthis Q +141%·11q
- 11FOXAport2.6%val$115MFox Corp - Class Athis Q New·2q
- 12UALport2.5%val$108MUnited Airlines Holdings Incthis Q +203%·8q
- 13SEport2.4%val$105MSea Ltd-adrthis Q hold·20q
- 14CDWport2.4%val$105MCdw Corp/dethis Q New·—1q
- 15NAMSport2.4%val$104MNewamsterdam Pharma Companythis Q hold·8q
- 16SNDKport1.8%val$79MSandisk Corpthis Q hold·3q
- 17RVMDport1.7%val$75MRevolution Medicines Incthis Q +27%·2q
- 18G11448100port1.5%val$65MBitdeer Technologies Groupthis Q New·—1q
- 19CRHport1.4%val$59MCrh Plcthis Q +47%·5q
- 20DALport1.3%val$56MDelta Air Lines Incthis Q New·8q
- 21FLRport1.2%val$51MFluor Corpthis Q New·—1q
- 22DHIport1.1%val$49MDR Horton Incthis Q New·6q
- 23CPNGport1.1%val$46MCoupang Incthis Q hold·22q
- 24AMDport1.0%val$42MAdvanced Micro Devicesthis Q New·3q
- 25PANWport0.9%val$40MPalo Alto Networks Incthis Q New·17q
- 26CLFport0.9%val$40MCleveland-cliffs Incthis Q +82%·4q
- 27HUTport0.8%val$36MHut 8 Corpthis Q New·—1q
- 28CAIport0.8%val$34MCaris Life Sciences Incthis Q hold·2q
- 29ARGTport0.7%val$30MGlobal X Msci Argentina Etfthis Q hold·9q
- 30FOXport0.7%val$30MFox Corp - Class Bthis Q New·—1q
- 31WWDport0.7%val$29MWoodward Incthis Q -68%·11q
- 32NUVBport0.6%val$26MNuvation Bio Incthis Q hold·2q
- 33PTGXport0.6%val$26MProtagonist Therapeutics Incthis Q +31%·4q
- 34ROKUport0.6%val$25MRoku Incthis Q -75%·6q
- 35CVCOport0.6%val$24MCavco Industries Incthis Q New·—1q
- 36ADMAport0.5%val$23MAdma Biologics Incthis Q +80%·3q
- 37PURRport0.5%val$23MHyperliquid Strategiesthis Q New·—1q
- 38RMBSport0.5%val$23MRambus Incthis Q New·—1q
- 39RYTMport0.5%val$23MRhythm Pharmaceuticals Incthis Q New·—1q
- 40SKYport0.5%val$22MChampion Homes Incthis Q New·—1q
- 41DAKTport0.5%val$22MDaktronics Incthis Q +100%·10q
- 42PCTport0.5%val$22MPurecycle Technologies Incthis Q +178%·7q
- 43SCCOport0.5%val$21MSouthern Copper Corpthis Q hold·3q
- 44LINport0.5%val$21MLinde Plcthis Q hold·2q
- 45ENTGport0.5%val$21MEntegris Incthis Q New·4q
- 46TEVAport0.5%val$21MTeva Pharmaceutical-sp Adrthis Q -74%·8q
- 47Uport0.5%val$21MUnity Software Incthis Q hold·5q
- 48AEVAport0.5%val$21MAeva Technologies Incthis Q New·3q
- 49RIOTport0.5%val$21MRiot Platforms Incthis Q New·—1q
- 50Qport0.5%val$21MQnity Electronics Incthis Q hold·2q
- 51EQIXport0.4%val$19MEquinix Incthis Q New·—1q
- 52LRCXport0.4%val$19MLam Research Corpthis Q New·—1q
- 53DFTXport0.4%val$17MDefinium Therapeutics Incthis Q New·—1q
- 54BLTEport0.4%val$16MBelite Bio Inc - Adrthis Q hold·2q
- 55RSPport0.4%val$16MInvesco S&p 500 Equal Weightthis Q New·2q
- 56TXGport0.4%val$15M10x Genomics Inc-class Athis Q New·2q
- 57WABport0.3%val$15MWabtec Corpthis Q -40%·10q
- 58LLYport0.3%val$15MEli Lilly & COthis Q New·12q
- 59XENEport0.3%val$14MXenon Pharmaceuticals Incthis Q hold·2q
- 60OLMAport0.3%val$12MOlema Pharmaceuticals Incthis Q hold·2q
- 61RGENport0.2%val$11MRepligen Corpthis Q New·—1q
- 62RKTport0.2%val$10MRocket Cos Inc-class Athis Q New·—1q
- 63BIDUport0.2%val$10MBaidu Inc - Spon Adrthis Q New·—1q
- 64ARMport0.2%val$10MArm Holdings Plc-adrthis Q -74%·5q
- 65CVNAport0.2%val$10MCarvana COthis Q New·7q
- 66RDDTport0.2%val$10MReddit Inc-cl Athis Q New·2q
- 67AAport0.2%val$10MAlcoa Corpthis Q -88%·7q
- 68TMOport0.2%val$10MThermo Fisher Scientific Incthis Q New·2q
- 69DHRport0.2%val$10MDanaher Corpthis Q New·3q
- 70FFIVport0.2%val$9MF5 Incthis Q New·—1q
- 71VISTport0.2%val$9MVista Energy Sab DE CVthis Q hold·2q
- 72SKEport0.2%val$8MSkeena Resources Ltdthis Q New·—1q
- 73N4732M103port0.2%val$8MJbs N.v.this Q hold·2q
- 74GLUEport0.2%val$7MMonte Rosa Therapeutics Incthis Q New·—1q
- 75RLAYport0.1%val$7MRelay Therapeutics Incthis Q New·—1q
- 76DBVTport0.1%val$6MDbv Technologies Sa-spon Adrthis Q hold·2q
- 77CCCport0.1%val$6MCcc Intelligent Solutions HOthis Q New·11q
- 78UWMCport0.1%val$6MUwm Holdings Corpthis Q New·—1q
- 79NVTSport0.1%val$6MNavitas Semiconductor Corpthis Q New·—1q
- 80SOLSport0.1%val$6MSolstice Adv Materials Incthis Q hold·2q
- 81G3730V105port0.1%val$5MFtai Aviation Ltdthis Q New·—1q
- 82BEAMport0.1%val$5MBeam Therapeutics Incthis Q New·—1q
- 83AURport0.1%val$4MAurora Innovation Incthis Q New·—1q
- 84Q4982L109port0.1%val$4MIren Limitedthis Q New·—1q
- 85GGALport0.1%val$3MGrupo Financiero Galicia-adrthis Q New·8q
- 86Y95308105port<0.1%val$1MWave Life Sciences Ltdthis Q hold·3q
2026Q2 moves, by size (84)(expand ↓)
| Ticker | Issuer | Move | % Port. | Δ Shares | Value |
|---|---|---|---|---|---|
| INSM | Insmed Inc | ADD | 3.5% | +23% | $152M |
| AA | Alcoa Corp | TRIM | 0.2% | -88% | $10M |
| AMZN | Amazon.com Inc | ADD | 3.0% | +1083% | $129M |
| GOOGL | Alphabet Inc-cl A | NEW | 2.8% | +100% | $120M |
| G7997R103 | Seagate Technology Hldngs PL | ADD | 2.7% | +141% | $118M |
| FOXA | Fox Corp - Class A | NEW | 2.6% | +100% | $115M |
| WWD | Woodward Inc | TRIM | 0.7% | -68% | $29M |
| UAL | United Airlines Holdings Inc | ADD | 2.5% | +203% | $108M |
| TEVA | Teva Pharmaceutical-sp Adr | TRIM | 0.5% | -74% | $21M |
| ROKU | Roku Inc | TRIM | 0.6% | -75% | $25M |
| CDW | Cdw Corp/de | NEW | 2.4% | +100% | $105M |
| AVGO | Broadcom Inc | EXIT | 2.1% | -100% | $0 |
| RVMD | Revolution Medicines Inc | ADD | 1.7% | +27% | $75M |
| OPCH | Option Care Health Inc | EXIT | 1.7% | -100% | $0 |
| G11448100 | Bitdeer Technologies Group | NEW | 1.5% | +100% | $65M |
| CRH | Crh Plc | ADD | 1.4% | +47% | $59M |
| FIGR | Figure Technology Solut-cl A | EXIT | 1.3% | -100% | $0 |
| DAL | Delta Air Lines Inc | NEW | 1.3% | +100% | $56M |
| FLR | Fluor Corp | NEW | 1.2% | +100% | $51M |
| QSR | Restaurant Brands Intern | EXIT | 1.1% | -100% | $0 |
| DHI | DR Horton Inc | NEW | 1.1% | +100% | $49M |
| LSCC | Lattice Semiconductor Corp | EXIT | 1.0% | -100% | $0 |
| AMD | Advanced Micro Devices | NEW | 1.0% | +100% | $42M |
| PANW | Palo Alto Networks Inc | NEW | 0.9% | +100% | $40M |
| CLF | Cleveland-cliffs Inc | ADD | 0.9% | +82% | $40M |
| HUT | Hut 8 Corp | NEW | 0.8% | +100% | $36M |
| HUM | Humana Inc | EXIT | 0.8% | -100% | $0 |
| WAB | Wabtec Corp | TRIM | 0.3% | -40% | $15M |
| TWLO | Twilio Inc - A | EXIT | 0.8% | -100% | $0 |
| JBL | Jabil Inc | EXIT | 0.7% | -100% | $0 |
| GSG | Ishares S&p Gsci Commodity I | EXIT | 0.7% | -100% | $0 |
| FOX | Fox Corp - Class B | NEW | 0.7% | +100% | $30M |
| BE | Bloom Energy Corp- A | EXIT | 0.6% | -100% | $0 |
| INTC | Intel Corp | EXIT | 0.6% | -100% | $0 |
| PTGX | Protagonist Therapeutics Inc | ADD | 0.6% | +31% | $26M |
| CVCO | Cavco Industries Inc | NEW | 0.6% | +100% | $24M |
| ARM | Arm Holdings Plc-adr | TRIM | 0.2% | -74% | $10M |
| ADMA | Adma Biologics Inc | ADD | 0.5% | +80% | $23M |
| PURR | Hyperliquid Strategies | NEW | 0.5% | +100% | $23M |
| RMBS | Rambus Inc | NEW | 0.5% | +100% | $23M |
| RYTM | Rhythm Pharmaceuticals Inc | NEW | 0.5% | +100% | $23M |
| SKY | Champion Homes Inc | NEW | 0.5% | +100% | $22M |
| DAKT | Daktronics Inc | ADD | 0.5% | +100% | $22M |
| PCT | Purecycle Technologies Inc | ADD | 0.5% | +178% | $22M |
| ENTG | Entegris Inc | NEW | 0.5% | +100% | $21M |
| RIOT | Riot Platforms Inc | NEW | 0.5% | +100% | $21M |
| AEVA | Aeva Technologies Inc | NEW | 0.5% | +100% | $21M |
| EQIX | Equinix Inc | NEW | 0.4% | +100% | $19M |
| LRCX | Lam Research Corp | NEW | 0.4% | +100% | $19M |
| DFTX | Definium Therapeutics Inc | NEW | 0.4% | +100% | $17M |
| NET | Cloudflare Inc - Class A | EXIT | 0.4% | -100% | $0 |
| RSP | Invesco S&p 500 Equal Weight | NEW | 0.4% | +100% | $16M |
| N53745100 | Lyondellbasell Industries NV | EXIT | 0.4% | -100% | $0 |
| TXG | 10x Genomics Inc-class A | NEW | 0.4% | +100% | $15M |
| LLY | Eli Lilly & CO | NEW | 0.3% | +100% | $15M |
| TWST | Twist Bioscience Corp | EXIT | 0.3% | -100% | $0 |
| COHR | Coherent Corp | EXIT | 0.3% | -100% | $0 |
| CLS | Celestica Inc | EXIT | 0.3% | -100% | $0 |
| STUB | Stubhub Holdings Inc-class A | EXIT | 0.3% | -100% | $0 |
| MU | Micron Technology Inc | EXIT | 0.3% | -100% | $0 |
| RGEN | Repligen Corp | NEW | 0.2% | +100% | $11M |
| SATS | Echostar Corp-a | EXIT | 0.2% | -100% | $0 |
| RKT | Rocket Cos Inc-class A | NEW | 0.2% | +100% | $10M |
| ALM | Almonty Industries Inc | EXIT | 0.2% | -100% | $0 |
| BIDU | Baidu Inc - Spon Adr | NEW | 0.2% | +100% | $10M |
| CVNA | Carvana CO | NEW | 0.2% | +100% | $10M |
| RDDT | Reddit Inc-cl A | NEW | 0.2% | +100% | $10M |
| TMO | Thermo Fisher Scientific Inc | NEW | 0.2% | +100% | $10M |
| DHR | Danaher Corp | NEW | 0.2% | +100% | $10M |
| FFIV | F5 Inc | NEW | 0.2% | +100% | $9M |
| SKE | Skeena Resources Ltd | NEW | 0.2% | +100% | $8M |
| LITE | Lumentum Holdings Inc | EXIT | 0.2% | -100% | $0 |
| GLUE | Monte Rosa Therapeutics Inc | NEW | 0.2% | +100% | $7M |
| MELI | Mercadolibre Inc | EXIT | 0.2% | -100% | $0 |
| RLAY | Relay Therapeutics Inc | NEW | 0.1% | +100% | $7M |
| CCC | Ccc Intelligent Solutions HO | NEW | 0.1% | +100% | $6M |
| UWMC | Uwm Holdings Corp | NEW | 0.1% | +100% | $6M |
| NVTS | Navitas Semiconductor Corp | NEW | 0.1% | +100% | $6M |
| G3730V105 | Ftai Aviation Ltd | NEW | 0.1% | +100% | $5M |
| BEAM | Beam Therapeutics Inc | NEW | 0.1% | +100% | $5M |
| AUR | Aurora Innovation Inc | NEW | 0.1% | +100% | $4M |
| Q4982L109 | Iren Limited | NEW | 0.1% | +100% | $4M |
| WLK | Westlake Corp | EXIT | 0.1% | -100% | $0 |
| GGAL | Grupo Financiero Galicia-adr | NEW | 0.1% | +100% | $3M |
- ADDINSM3.5%Insmed IncΔ +23%·$152M
- TRIMAA0.2%Alcoa CorpΔ -88%·$10M
- ADDAMZN3.0%Amazon.com IncΔ +1083%·$129M
- NEWGOOGL2.8%Alphabet Inc-cl AΔ +100%·$120M
- ADDG7997R1032.7%Seagate Technology Hldngs PLΔ +141%·$118M
- NEWFOXA2.6%Fox Corp - Class AΔ +100%·$115M
- TRIMWWD0.7%Woodward IncΔ -68%·$29M
- ADDUAL2.5%United Airlines Holdings IncΔ +203%·$108M
- TRIMTEVA0.5%Teva Pharmaceutical-sp AdrΔ -74%·$21M
- TRIMROKU0.6%Roku IncΔ -75%·$25M
- NEWCDW2.4%Cdw Corp/deΔ +100%·$105M
- EXITAVGO2.1%Broadcom IncΔ -100%·$0
- ADDRVMD1.7%Revolution Medicines IncΔ +27%·$75M
- EXITOPCH1.7%Option Care Health IncΔ -100%·$0
- NEWG114481001.5%Bitdeer Technologies GroupΔ +100%·$65M
- ADDCRH1.4%Crh PlcΔ +47%·$59M
- EXITFIGR1.3%Figure Technology Solut-cl AΔ -100%·$0
- NEWDAL1.3%Delta Air Lines IncΔ +100%·$56M
- NEWFLR1.2%Fluor CorpΔ +100%·$51M
- EXITQSR1.1%Restaurant Brands InternΔ -100%·$0
- NEWDHI1.1%DR Horton IncΔ +100%·$49M
- EXITLSCC1.0%Lattice Semiconductor CorpΔ -100%·$0
- NEWAMD1.0%Advanced Micro DevicesΔ +100%·$42M
- NEWPANW0.9%Palo Alto Networks IncΔ +100%·$40M
- ADDCLF0.9%Cleveland-cliffs IncΔ +82%·$40M
- NEWHUT0.8%Hut 8 CorpΔ +100%·$36M
- EXITHUM0.8%Humana IncΔ -100%·$0
- TRIMWAB0.3%Wabtec CorpΔ -40%·$15M
- EXITTWLO0.8%Twilio Inc - AΔ -100%·$0
- EXITJBL0.7%Jabil IncΔ -100%·$0
- EXITGSG0.7%Ishares S&p Gsci Commodity IΔ -100%·$0
- NEWFOX0.7%Fox Corp - Class BΔ +100%·$30M
- EXITBE0.6%Bloom Energy Corp- AΔ -100%·$0
- EXITINTC0.6%Intel CorpΔ -100%·$0
- ADDPTGX0.6%Protagonist Therapeutics IncΔ +31%·$26M
- NEWCVCO0.6%Cavco Industries IncΔ +100%·$24M
- TRIMARM0.2%Arm Holdings Plc-adrΔ -74%·$10M
- ADDADMA0.5%Adma Biologics IncΔ +80%·$23M
- NEWPURR0.5%Hyperliquid StrategiesΔ +100%·$23M
- NEWRMBS0.5%Rambus IncΔ +100%·$23M
- NEWRYTM0.5%Rhythm Pharmaceuticals IncΔ +100%·$23M
- NEWSKY0.5%Champion Homes IncΔ +100%·$22M
- ADDDAKT0.5%Daktronics IncΔ +100%·$22M
- ADDPCT0.5%Purecycle Technologies IncΔ +178%·$22M
- NEWENTG0.5%Entegris IncΔ +100%·$21M
- NEWRIOT0.5%Riot Platforms IncΔ +100%·$21M
- NEWAEVA0.5%Aeva Technologies IncΔ +100%·$21M
- NEWEQIX0.4%Equinix IncΔ +100%·$19M
- NEWLRCX0.4%Lam Research CorpΔ +100%·$19M
- NEWDFTX0.4%Definium Therapeutics IncΔ +100%·$17M
- EXITNET0.4%Cloudflare Inc - Class AΔ -100%·$0
- NEWRSP0.4%Invesco S&p 500 Equal WeightΔ +100%·$16M
- EXITN537451000.4%Lyondellbasell Industries NVΔ -100%·$0
- NEWTXG0.4%10x Genomics Inc-class AΔ +100%·$15M
- NEWLLY0.3%Eli Lilly & COΔ +100%·$15M
- EXITTWST0.3%Twist Bioscience CorpΔ -100%·$0
- EXITCOHR0.3%Coherent CorpΔ -100%·$0
- EXITCLS0.3%Celestica IncΔ -100%·$0
- EXITSTUB0.3%Stubhub Holdings Inc-class AΔ -100%·$0
- EXITMU0.3%Micron Technology IncΔ -100%·$0
- NEWRGEN0.2%Repligen CorpΔ +100%·$11M
- EXITSATS0.2%Echostar Corp-aΔ -100%·$0
- NEWRKT0.2%Rocket Cos Inc-class AΔ +100%·$10M
- EXITALM0.2%Almonty Industries IncΔ -100%·$0
- NEWBIDU0.2%Baidu Inc - Spon AdrΔ +100%·$10M
- NEWCVNA0.2%Carvana COΔ +100%·$10M
- NEWRDDT0.2%Reddit Inc-cl AΔ +100%·$10M
- NEWTMO0.2%Thermo Fisher Scientific IncΔ +100%·$10M
- NEWDHR0.2%Danaher CorpΔ +100%·$10M
- NEWFFIV0.2%F5 IncΔ +100%·$9M
- NEWSKE0.2%Skeena Resources LtdΔ +100%·$8M
- EXITLITE0.2%Lumentum Holdings IncΔ -100%·$0
- NEWGLUE0.2%Monte Rosa Therapeutics IncΔ +100%·$7M
- EXITMELI0.2%Mercadolibre IncΔ -100%·$0
- NEWRLAY0.1%Relay Therapeutics IncΔ +100%·$7M
- NEWCCC0.1%Ccc Intelligent Solutions HOΔ +100%·$6M
- NEWUWMC0.1%Uwm Holdings CorpΔ +100%·$6M
- NEWNVTS0.1%Navitas Semiconductor CorpΔ +100%·$6M
- NEWG3730V1050.1%Ftai Aviation LtdΔ +100%·$5M
- NEWBEAM0.1%Beam Therapeutics IncΔ +100%·$5M
- NEWAUR0.1%Aurora Innovation IncΔ +100%·$4M
- NEWQ4982L1090.1%Iren LimitedΔ +100%·$4M
- EXITWLK0.1%Westlake CorpΔ -100%·$0
- NEWGGAL0.1%Grupo Financiero Galicia-adrΔ +100%·$3M
About Stanley Druckenmiller
Stanley Druckenmiller built his reputation running money for George Soros at Quantum Fund, where he architected the 1992 short of the British pound — a trade that netted roughly $1 billion in a single day and remains the canonical example of macro discretionary conviction sized to maximum effect. He later ran Duquesne Capital Management until closing it to outside capital in 2010, citing the difficulty of sustaining returns at scale; the vehicle is now the Duquesne Family Office. His edge has always been macro — currencies, rates, equities, and commodities woven together — meaning the 13F captures only the long U.S. equity sleeve and systematically omits the futures, options, and FX positions that have historically driven his returns. The current book is concentrated by most standards (top-5 at ~43% of disclosed equity exposure), with NTRA the dominant position, but readers should weight the filing accordingly: what's visible here is probably not where the real risk lives.
2026Q2 brief
Druckenmiller's $4.35B Duquesne book delivered one of its most active quarters in recent memory, headlined by a near-complete rebuild of AMZN—shares added 1,083% to bring it to 3.0% of the portfolio—suggesting a high-conviction re-entry rather than a gradual nibble. NTRA remains the dominant position at 19.9%, nearly triple the next-largest holding, an extraordinary concentration in a genomics diagnostics name. New positions include GOOGL (2.8%), FOXA (2.6%), CDW (2.4%), and DAL (1.3%), reflecting a mix of AI-infrastructure, media, and travel recovery themes. Seagate was added 141% to 2.7%, pairing with STM (5.3%) in a semiconductor/data storage cluster. On the exit side, AVGO (was 2.1%), OPCH (1.7%), QSR (1.1%), and HUM (0.8%) were all sold, while ROKU was slashed 75% and ARM cut 74%—a clear retreat from speculative semis/streaming in favor of more tangible infrastructure. Watch next filing: whether NTRA concentration is reduced as the position matures—at nearly 20%, any trim would be the most significant portfolio event possible.
AI-generated. Not investment advice.
Filing history
Stanley Druckenmiller's disclosed 13F portfolio value and position count by quarter — the trajectory across every SEC filing.
Disclosed portfolio value · Q3 2023 – Q2 2026now $5.21B · peak $5.21B (Q2 2026)
| Quarter | Positions | Portfolio value |
|---|---|---|
| Q2 2026 — what changed → | 95 | $5.21B |
| Q1 2026 — what changed → | 70 | $3.38B |
| Q4 2025 — what changed → | 62 | $4.49B |
| Q3 2025 — what changed → | 65 | $4.06B |
| Q2 2025 — what changed → | 69 | $4.07B |
| Q1 2025 — what changed → | 52 | $3.06B |
| Q4 2024 holdings | 78 | $3.72B |
| Q3 2024 holdings | 75 | $2.95B |
| Q2 2024 holdings | 64 | $2.92B |
| Q1 2024 holdings | 73 | $4.39B |
| Q4 2023 holdings | 51 | $3.35B |
| Q3 2023 holdings | 41 | $2.79B |
Values as disclosed at each quarter end. Older filings on EDGAR.
Manager evidence
45 material decisions, preserved in sequence.
See what Stanley Druckenmiller bought, added, trimmed, or exited across eight quarters—plus disclosure lag, SEC sources, and observed outcomes versus SPY. No guru grade.
Open Stanley Druckenmiller's decision evidence →Frequently asked questions
- What stocks does Stanley Druckenmiller own?
- As of 2026Q2, Stanley Druckenmiller's 13F discloses 86 positions worth $4.35B. The top five holdings: NTRA (19.9%), TSM (6.5%), STM (5.3%), INSM (3.5%), YPF (3.3%). 13F filings cover long US-listed equities only — cash, bonds, shorts, and non-US positions are not disclosed.
- What did Stanley Druckenmiller buy this quarter?
- In 2026Q2, the filing shows 44 new positions and 11 additions to existing holdings. The largest positions touched by buying: INSM, AMZN, GOOGL, FOXA, UAL.
- How big is Stanley Druckenmiller's portfolio?
- $4.35B across 86 positions per the latest 13F (filed Aug 14, 2026). The top five holdings account for 38% of the disclosed book.
Similar portfolios
Long US equity 13F-HR filings only — no shorts, no derivatives. SEC filings at EDGAR (CIK 0001536411). Not investment advice.