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Stanley Druckenmiller
Duquesne Family Office
2026Q1 · filed May 15, 202665 positions · $2.94Btop-5 43%
Stanley Druckenmiller (Duquesne Family Office) discloses a $2.94B portfolio across 65 US-listed positions in the latest 13F filing (2026Q1, filed May 15, 2026). The largest holding is NTRA at 20.9% of the book. The biggest move of the quarter: added 22% to the NTRA share count (position now $613M). Latticework's clone backtest puts this 13F book at +3.3%/yr vs SPY over 12.0 years.
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.
2026Q1 brief
Stanley Druckenmiller's Duquesne Family Office made Q1 2026 one of its most aggressive quarters on record, with NTRA (Natera) now a remarkable 20.9% position after a further +22% add—an extraordinary single-stock concentration for a macro-oriented investor. The other blockbuster move: YPF surged +433% to 5.1% of the $2.94B book, a massive Argentina energy bet that complements the new ARGT position (1.2%, Argentina ETF), signaling a high-conviction macro play on Argentine economic reform. He also tripled STM (+238%, now 3.1%), a semiconductor name. On the exit side, the full liquidations of XLF (was 7.1%) and RSP (was 5.3%)—large ETF positions—mark a decisive shift away from broad market exposure and toward concentrated single-stock and EM macro themes. GOOGL was also fully exited (was 2.9%). New biotech RVMD (1.0%) joins the healthcare cluster alongside NTRA and INSM. Watch next filing: whether the Argentina thesis (YPF, ARGT) expands further, and if NTRA holds above 20%—a drawdown there would be portfolio-defining.
AI-generated. Not investment advice.
In the news
all news →- Stanley Druckenmiller's Portfolio: 7 Top Stock Picks in 2026 | Investing - U.S. NewsMoney ·
- Stanley Druckenmiller Backs These 3 AI Infrastructure Stocks: Should You Follow?24/7 Wall St. ·
- Stanley Druckenmiller Backs These 3 Chip and Tech Stocks: Should You Follow?24/7 Wall St. ·
- Stanley Druckenmiller Has a Secret South American Trade That Has Nothing to Do With AI24/7 Wall St. ·
- Druckenmiller boosts Brazil and Argentina ETFs, betting on commodities and political reforms.Pluang ·
Headlines via Google News. Links open in a new tab.
Holdings (65) · click any column to sort
| #↑ | Ticker | Issuer | % Port. | This Q | History | Value |
|---|---|---|---|---|---|---|
| 1 | NTRA | 20.9% | $613M | |||
| 2 | INSM | 6.4% | $189M | |||
| 3 | TSM | 5.7% | $167M | |||
| 4 | YPF | 5.1% | $150M | |||
| 5 | EWZ | 4.5% | $132M | |||
| 6 | TBBB | 3.7% | $110M | |||
| 7 | AA | 3.4% | $99M | |||
| 8 | NAMS | 3.3% | $98M | |||
| 9 | SE | 3.1% | $91M | |||
| 10 | STM | 3.1% | $90M | |||
| 11 | WWD | 2.6% | $76M | |||
| 12 | TEVA | 2.4% | $72M | |||
| 13 | ROKU | 2.4% | $71M | |||
| 14 | AVGO | 2.1% | $61M | |||
| 15 | CPNG | 1.7% | $50M | |||
| 16 | OPCH | 1.7% | $50M | |||
| 17 | CRH | 1.4% | $40M | |||
| 18 | FIGR | 1.3% | $39M | |||
| 19 | ARGT | 1.2% | $36M | |||
| 20 | CAI | 1.2% | $34M | |||
| 21 | QSR | 1.1% | $34M | |||
| 22 | RVMD | 1.0% | $31M | |||
| 23 | LSCC | 1.0% | $30M | |||
| 24 | SNDK | 0.8% | $24M | |||
| 25 | UAL | 0.8% | $24M | |||
| 26 | HUM | 0.8% | $24M | |||
| 27 | WAB | 0.8% | $24M | |||
| 28 | TWLO | 0.8% | $23M | |||
| 29 | JBL | 0.7% | $22M | |||
| 30 | SCCO | 0.7% | $21M | |||
| 31 | GSG | 0.7% | $21M | |||
| 32 | LIN | 0.7% | $20M | |||
| 33 | G7997R103 | 0.7% | $20M | |||
| 34 | CLF | 0.7% | $20M | |||
| 35 | NUVB | 0.7% | $19M | |||
| 36 | BE | 0.6% | $18M | |||
| 37 | INTC | 0.6% | $18M | |||
| 38 | BLTE | 0.6% | $17M | |||
| 39 | PTGX | 0.6% | $17M | |||
| 40 | U | 0.6% | $16M | |||
| 41 | ARM | 0.6% | $16M | |||
| 42 | OLMA | 0.5% | $15M | |||
| 43 | Q | 0.5% | $14M | |||
| 44 | ADMA | 0.5% | $14M | |||
| 45 | XENE | 0.5% | $14M | |||
| 46 | N4732M103 | 0.4% | $12M | |||
| 47 | DAKT | 0.4% | $11M | |||
| 48 | NET | 0.4% | $11M | |||
| 49 | N53745100 | 0.4% | $11M | |||
| 50 | VIST | 0.3% | $10M | |||
| 51 | TWST | 0.3% | $10M | |||
| 52 | COHR | 0.3% | $10M | |||
| 53 | AMZN | 0.3% | $10M | |||
| 54 | CLS | 0.3% | $9M | |||
| 55 | STUB | 0.3% | $9M | |||
| 56 | DBVT | 0.3% | $8M | |||
| 57 | MU | 0.3% | $8M | |||
| 58 | SATS | 0.2% | $7M | |||
| 59 | ALM | 0.2% | $7M | |||
| 60 | PCT | 0.2% | $5M | |||
| 61 | LITE | 0.2% | $5M | |||
| 62 | MELI | 0.2% | $5M | |||
| 63 | SOLS | 0.2% | $5M | |||
| 64 | WLK | 0.1% | $2M | |||
| 65 | Y95308105 | <0.1% | $1M |
Sort↑
- 1NTRAport20.9%val$613MNatera Incthis Q +22%·15q
- 2INSMport6.4%val$189MInsmed Incthis Q -22%·9q
- 3TSMport5.7%val$167MTaiwan Semiconductor-sp Adrthis Q hold·11q
- 4YPFport5.1%val$150MYpf S.a.-sponsored Adrthis Q +433%·8q
- 5EWZport4.5%val$132MIshares Msci Brazil Etfthis Q hold·4q
- 6TBBBport3.7%val$110MBbb Foods Incthis Q hold·4q
- 7AAport3.4%val$99MAlcoa Corpthis Q hold·6q
- 8NAMSport3.3%val$98MNewamsterdam Pharma Companythis Q hold·7q
- 9SEport3.1%val$91MSea Ltd-adrthis Q hold·19q
- 10STMport3.1%val$90MStmicroelectronics Nv-ny Shsthis Q +238%·2q
- 11WWDport2.6%val$76MWoodward Incthis Q -64%·10q
- 12TEVAport2.4%val$72MTeva Pharmaceutical-sp Adrthis Q -60%·7q
- 13ROKUport2.4%val$71MRoku Incthis Q +29%·5q
- 14AVGOport2.1%val$61MBroadcom Incthis Q New·4q
- 15CPNGport1.7%val$50MCoupang Incthis Q -61%·21q
- 16OPCHport1.7%val$50MOption Care Health Incthis Q hold·18q
- 17CRHport1.4%val$40MCrh Plcthis Q -21%·4q
- 18FIGRport1.3%val$39MFigure Technology Solut-cl Athis Q -25%·3q
- 19ARGTport1.2%val$36MGlobal X Msci Argentina Etfthis Q New·8q
- 20CAIport1.2%val$34MCaris Life Sciences Incthis Q New·—1q
- 21QSRport1.1%val$34MRestaurant Brands Internthis Q -62%·4q
- 22RVMDport1.0%val$31MRevolution Medicines Incthis Q New·—1q
- 23LSCCport1.0%val$30MLattice Semiconductor Corpthis Q -65%·2q
- 24SNDKport0.8%val$24MSandisk Corpthis Q New·2q
- 25UALport0.8%val$24MUnited Airlines Holdings Incthis Q -25%·7q
- 26HUMport0.8%val$24MHumana Incthis Q New·—1q
- 27WABport0.8%val$24MWabtec Corpthis Q -68%·9q
- 28TWLOport0.8%val$23MTwilio Inc - Athis Q New·9q
- 29JBLport0.7%val$22MJabil Incthis Q New·—1q
- 30SCCOport0.7%val$21MSouthern Copper Corpthis Q hold·2q
- 31GSGport0.7%val$21MIshares S&p Gsci Commodity Ithis Q New·—1q
- 32LINport0.7%val$20MLinde Plcthis Q New·—1q
- 33G7997R103port0.7%val$20MSeagate Technology Hldngs PLthis Q New·10q
- 34CLFport0.7%val$20MCleveland-cliffs Incthis Q +33%·3q
- 35NUVBport0.7%val$19MNuvation Bio Incthis Q New·—1q
- 36BEport0.6%val$18MBloom Energy Corp- Athis Q -82%·2q
- 37INTCport0.6%val$18MIntel Corpthis Q New·3q
- 38BLTEport0.6%val$17MBelite Bio Inc - Adrthis Q New·—1q
- 39PTGXport0.6%val$17MProtagonist Therapeutics Incthis Q hold·3q
- 40Uport0.6%val$16MUnity Software Incthis Q +80%·4q
- 41ARMport0.6%val$16MArm Holdings Plc-adrthis Q New·4q
- 42OLMAport0.5%val$15MOlema Pharmaceuticals Incthis Q New·—1q
- 43Qport0.5%val$14MQnity Electronics Incthis Q New·—1q
- 44ADMAport0.5%val$14MAdma Biologics Incthis Q +513%·2q
- 45XENEport0.5%val$14MXenon Pharmaceuticals Incthis Q New·—1q
- 46N4732M103port0.4%val$12MJbs N.v.this Q New·—1q
- 47DAKTport0.4%val$11MDaktronics Incthis Q -34%·9q
- 48NETport0.4%val$11MCloudflare Inc - Class Athis Q New·5q
- 49N53745100port0.4%val$11MLyondellbasell Industries NVthis Q New·3q
- 50VISTport0.3%val$10MVista Energy Sab DE CVthis Q New·—1q
- 51TWSTport0.3%val$10MTwist Bioscience Corpthis Q New·—1q
- 52COHRport0.3%val$10MCoherent Corpthis Q New·7q
- 53AMZNport0.3%val$10MAmazon.com Incthis Q -94%·32q
- 54CLSport0.3%val$9MCelestica Incthis Q New·—1q
- 55STUBport0.3%val$9MStubhub Holdings Inc-class Athis Q -41%·3q
- 56DBVTport0.3%val$8MDbv Technologies Sa-spon Adrthis Q New·—1q
- 57MUport0.3%val$8MMicron Technology Incthis Q New·9q
- 58SATSport0.2%val$7MEchostar Corp-athis Q hold·3q
- 59ALMport0.2%val$7MAlmonty Industries Incthis Q hold·2q
- 60PCTport0.2%val$5MPurecycle Technologies Incthis Q -67%·6q
- 61LITEport0.2%val$5MLumentum Holdings Incthis Q New·—1q
- 62MELIport0.2%val$5MMercadolibre Incthis Q -94%·18q
- 63SOLSport0.2%val$5MSolstice Adv Materials Incthis Q New·—1q
- 64WLKport0.1%val$2MWestlake Corpthis Q New·2q
- 65Y95308105port<0.1%val$1MWave Life Sciences Ltdthis Q hold·2q
All activity (2026Q1)
| Ticker | Issuer | Move | % Port. | Δ Shares | Value |
|---|---|---|---|---|---|
| NTRA | Natera Inc | ADD | 20.9% | +22% | $613M |
| XLF | SS Financial Select Sector | EXIT | 7.1% | -100% | $0 |
| INSM | Insmed Inc | TRIM | 6.4% | -22% | $189M |
| RSP | Invesco S&p 500 Equal Weight | EXIT | 5.3% | -100% | $0 |
| YPF | Ypf S.a.-sponsored Adr | ADD | 5.1% | +433% | $150M |
| TEVA | Teva Pharmaceutical-sp Adr | TRIM | 2.4% | -60% | $72M |
| WWD | Woodward Inc | TRIM | 2.6% | -64% | $76M |
| AMZN | Amazon.com Inc | TRIM | 0.3% | -94% | $10M |
| CPNG | Coupang Inc | TRIM | 1.7% | -61% | $50M |
| STM | Stmicroelectronics Nv-ny Shs | ADD | 3.1% | +238% | $90M |
| GOOGL | Alphabet Inc-cl A | EXIT | 2.9% | -100% | $0 |
| ROKU | Roku Inc | ADD | 2.4% | +29% | $71M |
| MELI | Mercadolibre Inc | TRIM | 0.2% | -94% | $5M |
| AVGO | Broadcom Inc | NEW | 2.1% | +100% | $61M |
| QSR | Restaurant Brands Intern | TRIM | 1.1% | -62% | $34M |
| COGT | Cogent Biosciences Inc | EXIT | 1.9% | -100% | $0 |
| ENTG | Entegris Inc | EXIT | 1.7% | -100% | $0 |
| DOCU | Docusign Inc | EXIT | 1.7% | -100% | $0 |
| LSCC | Lattice Semiconductor Corp | TRIM | 1.0% | -65% | $30M |
| BE | Bloom Energy Corp- A | TRIM | 0.6% | -82% | $18M |
| WAB | Wabtec Corp | TRIM | 0.8% | -68% | $24M |
| FIGR | Figure Technology Solut-cl A | TRIM | 1.3% | -25% | $39M |
| CRH | Crh Plc | TRIM | 1.4% | -21% | $40M |
| ARGT | Global X Msci Argentina Etf | NEW | 1.2% | +100% | $36M |
| EEM | Ishares Msci Emerging Market | EXIT | 1.2% | -100% | $0 |
| CAI | Caris Life Sciences Inc | NEW | 1.2% | +100% | $34M |
| DAL | Delta Air Lines Inc | EXIT | 1.1% | -100% | $0 |
| RVMD | Revolution Medicines Inc | NEW | 1.0% | +100% | $31M |
| UAL | United Airlines Holdings Inc | TRIM | 0.8% | -25% | $24M |
| SNDK | Sandisk Corp | NEW | 0.8% | +100% | $24M |
| HUM | Humana Inc | NEW | 0.8% | +100% | $24M |
| TWLO | Twilio Inc - A | NEW | 0.8% | +100% | $23M |
| JBL | Jabil Inc | NEW | 0.7% | +100% | $22M |
| STUB | Stubhub Holdings Inc-class A | TRIM | 0.3% | -41% | $9M |
| GSG | Ishares S&p Gsci Commodity I | NEW | 0.7% | +100% | $21M |
| LIN | Linde Plc | NEW | 0.7% | +100% | $20M |
| ON | ON Semiconductor | EXIT | 0.7% | -100% | $0 |
| G7997R103 | Seagate Technology Hldngs PL | NEW | 0.7% | +100% | $20M |
| CLF | Cleveland-cliffs Inc | ADD | 0.7% | +33% | $20M |
| NUVB | Nuvation Bio Inc | NEW | 0.7% | +100% | $19M |
| INTC | Intel Corp | NEW | 0.6% | +100% | $18M |
| FLUT | Flutter Entmt Plc | EXIT | 0.6% | -100% | $0 |
| PCT | Purecycle Technologies Inc | TRIM | 0.2% | -67% | $5M |
| BLTE | Belite Bio Inc - Adr | NEW | 0.6% | +100% | $17M |
| AEVA | Aeva Technologies Inc | EXIT | 0.6% | -100% | $0 |
| GS | Goldman Sachs Group Inc | EXIT | 0.6% | -100% | $0 |
| U | Unity Software Inc | ADD | 0.6% | +80% | $16M |
| ARM | Arm Holdings Plc-adr | NEW | 0.6% | +100% | $16M |
| OLMA | Olema Pharmaceuticals Inc | NEW | 0.5% | +100% | $15M |
| Q | Qnity Electronics Inc | NEW | 0.5% | +100% | $14M |
| ADMA | Adma Biologics Inc | ADD | 0.5% | +513% | $14M |
| XENE | Xenon Pharmaceuticals Inc | NEW | 0.5% | +100% | $14M |
| N4732M103 | Jbs N.v. | NEW | 0.4% | +100% | $12M |
| DAKT | Daktronics Inc | TRIM | 0.4% | -34% | $11M |
| RH | RH | EXIT | 0.4% | -100% | $0 |
| NET | Cloudflare Inc - Class A | NEW | 0.4% | +100% | $11M |
| N53745100 | Lyondellbasell Industries NV | NEW | 0.4% | +100% | $11M |
| VIST | Vista Energy Sab DE CV | NEW | 0.3% | +100% | $10M |
| CMG | Chipotle Mexican Grill Inc | EXIT | 0.3% | -100% | $0 |
| TWST | Twist Bioscience Corp | NEW | 0.3% | +100% | $10M |
| COHR | Coherent Corp | NEW | 0.3% | +100% | $10M |
| CLS | Celestica Inc | NEW | 0.3% | +100% | $9M |
| Z | Zillow Group Inc - C | EXIT | 0.3% | -100% | $0 |
| DBVT | Dbv Technologies Sa-spon Adr | NEW | 0.3% | +100% | $8M |
| MU | Micron Technology Inc | NEW | 0.3% | +100% | $8M |
| CDTX | Cidara Therapeutics Inc | EXIT | 0.3% | -100% | $0 |
| PM | Philip Morris International | EXIT | 0.3% | -100% | $0 |
| AAL | American Airlines Group Inc | EXIT | 0.2% | -100% | $0 |
| AGX | Argan Inc | EXIT | 0.2% | -100% | $0 |
| DASH | Doordash Inc - A | EXIT | 0.2% | -100% | $0 |
| PGNY | Progyny Inc | EXIT | 0.2% | -100% | $0 |
| LITE | Lumentum Holdings Inc | NEW | 0.2% | +100% | $5M |
| SOLS | Solstice Adv Materials Inc | NEW | 0.2% | +100% | $5M |
| WLK | Westlake Corp | NEW | 0.1% | +100% | $2M |
| WOLF | Wolfspeed Inc | EXIT | 0.1% | -100% | $0 |
| NP | Neptune Insurance Holdi-cl A | EXIT | <0.1% | -100% | $0 |
- ADDNTRA20.9%Natera IncΔ +22%·$613M
- EXITXLF7.1%SS Financial Select SectorΔ -100%·$0
- TRIMINSM6.4%Insmed IncΔ -22%·$189M
- EXITRSP5.3%Invesco S&p 500 Equal WeightΔ -100%·$0
- ADDYPF5.1%Ypf S.a.-sponsored AdrΔ +433%·$150M
- TRIMTEVA2.4%Teva Pharmaceutical-sp AdrΔ -60%·$72M
- TRIMWWD2.6%Woodward IncΔ -64%·$76M
- TRIMAMZN0.3%Amazon.com IncΔ -94%·$10M
- TRIMCPNG1.7%Coupang IncΔ -61%·$50M
- ADDSTM3.1%Stmicroelectronics Nv-ny ShsΔ +238%·$90M
- EXITGOOGL2.9%Alphabet Inc-cl AΔ -100%·$0
- ADDROKU2.4%Roku IncΔ +29%·$71M
- TRIMMELI0.2%Mercadolibre IncΔ -94%·$5M
- NEWAVGO2.1%Broadcom IncΔ +100%·$61M
- TRIMQSR1.1%Restaurant Brands InternΔ -62%·$34M
- EXITCOGT1.9%Cogent Biosciences IncΔ -100%·$0
- EXITENTG1.7%Entegris IncΔ -100%·$0
- EXITDOCU1.7%Docusign IncΔ -100%·$0
- TRIMLSCC1.0%Lattice Semiconductor CorpΔ -65%·$30M
- TRIMBE0.6%Bloom Energy Corp- AΔ -82%·$18M
- TRIMWAB0.8%Wabtec CorpΔ -68%·$24M
- TRIMFIGR1.3%Figure Technology Solut-cl AΔ -25%·$39M
- TRIMCRH1.4%Crh PlcΔ -21%·$40M
- NEWARGT1.2%Global X Msci Argentina EtfΔ +100%·$36M
- EXITEEM1.2%Ishares Msci Emerging MarketΔ -100%·$0
- NEWCAI1.2%Caris Life Sciences IncΔ +100%·$34M
- EXITDAL1.1%Delta Air Lines IncΔ -100%·$0
- NEWRVMD1.0%Revolution Medicines IncΔ +100%·$31M
- TRIMUAL0.8%United Airlines Holdings IncΔ -25%·$24M
- NEWSNDK0.8%Sandisk CorpΔ +100%·$24M
- NEWHUM0.8%Humana IncΔ +100%·$24M
- NEWTWLO0.8%Twilio Inc - AΔ +100%·$23M
- NEWJBL0.7%Jabil IncΔ +100%·$22M
- TRIMSTUB0.3%Stubhub Holdings Inc-class AΔ -41%·$9M
- NEWGSG0.7%Ishares S&p Gsci Commodity IΔ +100%·$21M
- NEWLIN0.7%Linde PlcΔ +100%·$20M
- EXITON0.7%ON SemiconductorΔ -100%·$0
- NEWG7997R1030.7%Seagate Technology Hldngs PLΔ +100%·$20M
- ADDCLF0.7%Cleveland-cliffs IncΔ +33%·$20M
- NEWNUVB0.7%Nuvation Bio IncΔ +100%·$19M
- NEWINTC0.6%Intel CorpΔ +100%·$18M
- EXITFLUT0.6%Flutter Entmt PlcΔ -100%·$0
- TRIMPCT0.2%Purecycle Technologies IncΔ -67%·$5M
- NEWBLTE0.6%Belite Bio Inc - AdrΔ +100%·$17M
- EXITAEVA0.6%Aeva Technologies IncΔ -100%·$0
- EXITGS0.6%Goldman Sachs Group IncΔ -100%·$0
- ADDU0.6%Unity Software IncΔ +80%·$16M
- NEWARM0.6%Arm Holdings Plc-adrΔ +100%·$16M
- NEWOLMA0.5%Olema Pharmaceuticals IncΔ +100%·$15M
- NEWQ0.5%Qnity Electronics IncΔ +100%·$14M
- ADDADMA0.5%Adma Biologics IncΔ +513%·$14M
- NEWXENE0.5%Xenon Pharmaceuticals IncΔ +100%·$14M
- NEWN4732M1030.4%Jbs N.v.Δ +100%·$12M
- TRIMDAKT0.4%Daktronics IncΔ -34%·$11M
- EXITRH0.4%RHΔ -100%·$0
- NEWNET0.4%Cloudflare Inc - Class AΔ +100%·$11M
- NEWN537451000.4%Lyondellbasell Industries NVΔ +100%·$11M
- NEWVIST0.3%Vista Energy Sab DE CVΔ +100%·$10M
- EXITCMG0.3%Chipotle Mexican Grill IncΔ -100%·$0
- NEWTWST0.3%Twist Bioscience CorpΔ +100%·$10M
- NEWCOHR0.3%Coherent CorpΔ +100%·$10M
- NEWCLS0.3%Celestica IncΔ +100%·$9M
- EXITZ0.3%Zillow Group Inc - CΔ -100%·$0
- NEWDBVT0.3%Dbv Technologies Sa-spon AdrΔ +100%·$8M
- NEWMU0.3%Micron Technology IncΔ +100%·$8M
- EXITCDTX0.3%Cidara Therapeutics IncΔ -100%·$0
- EXITPM0.3%Philip Morris InternationalΔ -100%·$0
- EXITAAL0.2%American Airlines Group IncΔ -100%·$0
- EXITAGX0.2%Argan IncΔ -100%·$0
- EXITDASH0.2%Doordash Inc - AΔ -100%·$0
- EXITPGNY0.2%Progyny IncΔ -100%·$0
- NEWLITE0.2%Lumentum Holdings IncΔ +100%·$5M
- NEWSOLS0.2%Solstice Adv Materials IncΔ +100%·$5M
- NEWWLK0.1%Westlake CorpΔ +100%·$2M
- EXITWOLF0.1%Wolfspeed IncΔ -100%·$0
- EXITNP<0.1%Neptune Insurance Holdi-cl AΔ -100%·$0
Frequently asked questions
- What stocks does Stanley Druckenmiller own?
- As of 2026Q1, Stanley Druckenmiller's 13F discloses 65 positions worth $2.94B. The top five holdings: NTRA (20.9%), INSM (6.4%), TSM (5.7%), YPF (5.1%), EWZ (4.5%). 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 2026Q1, the filing shows 30 new positions and 7 additions to existing holdings. The largest positions touched by buying: NTRA, YPF, STM, ROKU, AVGO.
- How big is Stanley Druckenmiller's portfolio?
- $2.94B across 65 positions per the latest 13F (filed May 15, 2026). The top five holdings account for 43% of the disclosed book.
Explore more
Long US equity 13F-HR filings only — no shorts, no derivatives. SEC filings at EDGAR (CIK 0001536411). Not investment advice.