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.

← All super investors

Stanley Druckenmiller

Duquesne Family Office

$4.35B

disclosed 13F portfolio · 86 positions

top-5 concentration38%

Q2 2026 · filed Aug 14, 2026

Cloning this 13F returned17.9%/yrvs the S&P 500's13.7%/yrover the same 12.2 years· why →

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. The biggest move of the quarter: added 23% to the INSM share count (position now $152M). Mechanically cloning this 13F returned 17.9%/yr over the past 12.2 years, versus 13.7%/yr for the S&P 500 across that identical 12.2-year window.

Share𝕏 in

Holdings (86) · click any column to sort

#↑	Ticker	Issuer	% Port.	This Q	History	Value
1	NTRA	Natera Inc	19.9%		16q held	$865M
2	TSM	Taiwan Semiconductor-sp Adr	6.5%		12q held	$282M
3	STM	Stmicroelectronics Nv-ny Shs	5.3%		3q held	$232M
4	INSM	Insmed Inc	3.5%	+23%	10q held	$152M
5	YPF	Ypf S.a.-sponsored Adr	3.3%		9q held	$143M
6	AMZN	Amazon.com Inc	3.0%	+1083%	32q held	$129M
7	TBBB	Bbb Foods Inc	2.8%		5q held	$121M
8	GOOGL	Alphabet Inc-cl A	2.8%	New	25q held	$120M
9	EWZ	Ishares Msci Brazil Etf	2.7%		5q held	$119M
10	G7997R103	Seagate Technology Hldngs PL	2.7%	+141%	11q held	$118M
11	FOXA	Fox Corp - Class A	2.6%	New	2q held	$115M
12	UAL	United Airlines Holdings Inc	2.5%	+203%	8q held	$108M
13	SE	Sea Ltd-adr	2.4%		20q held	$105M
14	CDW	Cdw Corp/de	2.4%	New	— 1q held	$105M
15	NAMS	Newamsterdam Pharma Company	2.4%		8q held	$104M
16	SNDK	Sandisk Corp	1.8%		3q held	$79M
17	RVMD	Revolution Medicines Inc	1.7%	+27%	2q held	$75M
18	G11448100	Bitdeer Technologies Group	1.5%	New	— 1q held	$65M
19	CRH	Crh Plc	1.4%	+47%	5q held	$59M
20	DAL	Delta Air Lines Inc	1.3%	New	8q held	$56M
21	FLR	Fluor Corp	1.2%	New	— 1q held	$51M
22	DHI	DR Horton Inc	1.1%	New	6q held	$49M
23	CPNG	Coupang Inc	1.1%		22q held	$46M
24	AMD	Advanced Micro Devices	1.0%	New	3q held	$42M
25	PANW	Palo Alto Networks Inc	0.9%	New	17q held	$40M
26	CLF	Cleveland-cliffs Inc	0.9%	+82%	4q held	$40M
27	HUT	Hut 8 Corp	0.8%	New	— 1q held	$36M
28	CAI	Caris Life Sciences Inc	0.8%		2q held	$34M
29	ARGT	Global X Msci Argentina Etf	0.7%		9q held	$30M
30	FOX	Fox Corp - Class B	0.7%	New	— 1q held	$30M
31	WWD	Woodward Inc	0.7%	-68%	11q held	$29M
32	NUVB	Nuvation Bio Inc	0.6%		2q held	$26M
33	PTGX	Protagonist Therapeutics Inc	0.6%	+31%	4q held	$26M
34	ROKU	Roku Inc	0.6%	-75%	6q held	$25M
35	CVCO	Cavco Industries Inc	0.6%	New	— 1q held	$24M
36	ADMA	Adma Biologics Inc	0.5%	+80%	3q held	$23M
37	PURR	Hyperliquid Strategies	0.5%	New	— 1q held	$23M
38	RMBS	Rambus Inc	0.5%	New	— 1q held	$23M
39	RYTM	Rhythm Pharmaceuticals Inc	0.5%	New	— 1q held	$23M
40	SKY	Champion Homes Inc	0.5%	New	— 1q held	$22M
41	DAKT	Daktronics Inc	0.5%	+100%	10q held	$22M
42	PCT	Purecycle Technologies Inc	0.5%	+178%	7q held	$22M
43	SCCO	Southern Copper Corp	0.5%		3q held	$21M
44	LIN	Linde Plc	0.5%		2q held	$21M
45	ENTG	Entegris Inc	0.5%	New	4q held	$21M
46	TEVA	Teva Pharmaceutical-sp Adr	0.5%	-74%	8q held	$21M
47	U	Unity Software Inc	0.5%		5q held	$21M
48	AEVA	Aeva Technologies Inc	0.5%	New	3q held	$21M
49	RIOT	Riot Platforms Inc	0.5%	New	— 1q held	$21M
50	Q	Qnity Electronics Inc	0.5%		2q held	$21M
51	EQIX	Equinix Inc	0.4%	New	— 1q held	$19M
52	LRCX	Lam Research Corp	0.4%	New	— 1q held	$19M
53	DFTX	Definium Therapeutics Inc	0.4%	New	— 1q held	$17M
54	BLTE	Belite Bio Inc - Adr	0.4%		2q held	$16M
55	RSP	Invesco S&p 500 Equal Weight	0.4%	New	2q held	$16M
56	TXG	10x Genomics Inc-class A	0.4%	New	2q held	$15M
57	WAB	Wabtec Corp	0.3%	-40%	10q held	$15M
58	LLY	Eli Lilly & CO	0.3%	New	12q held	$15M
59	XENE	Xenon Pharmaceuticals Inc	0.3%		2q held	$14M
60	OLMA	Olema Pharmaceuticals Inc	0.3%		2q held	$12M
61	RGEN	Repligen Corp	0.2%	New	— 1q held	$11M
62	RKT	Rocket Cos Inc-class A	0.2%	New	— 1q held	$10M
63	BIDU	Baidu Inc - Spon Adr	0.2%	New	— 1q held	$10M
64	ARM	Arm Holdings Plc-adr	0.2%	-74%	5q held	$10M
65	CVNA	Carvana CO	0.2%	New	7q held	$10M
66	RDDT	Reddit Inc-cl A	0.2%	New	2q held	$10M
67	AA	Alcoa Corp	0.2%	-88%	7q held	$10M
68	TMO	Thermo Fisher Scientific Inc	0.2%	New	2q held	$10M
69	DHR	Danaher Corp	0.2%	New	3q held	$10M
70	FFIV	F5 Inc	0.2%	New	— 1q held	$9M
71	VIST	Vista Energy Sab DE CV	0.2%		2q held	$9M
72	SKE	Skeena Resources Ltd	0.2%	New	— 1q held	$8M
73	N4732M103	Jbs N.v.	0.2%		2q held	$8M
74	GLUE	Monte Rosa Therapeutics Inc	0.2%	New	— 1q held	$7M
75	RLAY	Relay Therapeutics Inc	0.1%	New	— 1q held	$7M
76	DBVT	Dbv Technologies Sa-spon Adr	0.1%		2q held	$6M
77	CCC	Ccc Intelligent Solutions HO	0.1%	New	11q held	$6M
78	UWMC	Uwm Holdings Corp	0.1%	New	— 1q held	$6M
79	NVTS	Navitas Semiconductor Corp	0.1%	New	— 1q held	$6M
80	SOLS	Solstice Adv Materials Inc	0.1%		2q held	$6M
81	G3730V105	Ftai Aviation Ltd	0.1%	New	— 1q held	$5M
82	BEAM	Beam Therapeutics Inc	0.1%	New	— 1q held	$5M
83	AUR	Aurora Innovation Inc	0.1%	New	— 1q held	$4M
84	Q4982L109	Iren Limited	0.1%	New	— 1q held	$4M
85	GGAL	Grupo Financiero Galicia-adr	0.1%	New	8q held	$3M
86	Y95308105	Wave Life Sciences Ltd	<0.1%		3q held	$1M

Sort↑

1NTRA
port19.9%
val$865M
Natera Inc
this Q hold·16q
2TSM
port6.5%
val$282M
Taiwan Semiconductor-sp Adr
this Q hold·12q
3STM
port5.3%
val$232M
Stmicroelectronics Nv-ny Shs
this Q hold·3q
4INSM
port3.5%
val$152M
Insmed Inc
this Q +23%·10q
5YPF
port3.3%
val$143M
Ypf S.a.-sponsored Adr
this Q hold·9q
6AMZN
port3.0%
val$129M
Amazon.com Inc
this Q +1083%·32q
7TBBB
port2.8%
val$121M
Bbb Foods Inc
this Q hold·5q
8GOOGL
port2.8%
val$120M
Alphabet Inc-cl A
this Q New·25q
9EWZ
port2.7%
val$119M
Ishares Msci Brazil Etf
this Q hold·5q
10G7997R103
port2.7%
val$118M
Seagate Technology Hldngs PL
this Q +141%·11q
11FOXA
port2.6%
val$115M
Fox Corp - Class A
this Q New·2q
12UAL
port2.5%
val$108M
United Airlines Holdings Inc
this Q +203%·8q
13SE
port2.4%
val$105M
Sea Ltd-adr
this Q hold·20q
14CDW
port2.4%
val$105M
Cdw Corp/de
this Q New·—1q
15NAMS
port2.4%
val$104M
Newamsterdam Pharma Company
this Q hold·8q
16SNDK
port1.8%
val$79M
Sandisk Corp
this Q hold·3q
17RVMD
port1.7%
val$75M
Revolution Medicines Inc
this Q +27%·2q
18G11448100
port1.5%
val$65M
Bitdeer Technologies Group
this Q New·—1q
19CRH
port1.4%
val$59M
Crh Plc
this Q +47%·5q
20DAL
port1.3%
val$56M
Delta Air Lines Inc
this Q New·8q
21FLR
port1.2%
val$51M
Fluor Corp
this Q New·—1q
22DHI
port1.1%
val$49M
DR Horton Inc
this Q New·6q
23CPNG
port1.1%
val$46M
Coupang Inc
this Q hold·22q
24AMD
port1.0%
val$42M
Advanced Micro Devices
this Q New·3q
25PANW
port0.9%
val$40M
Palo Alto Networks Inc
this Q New·17q
26CLF
port0.9%
val$40M
Cleveland-cliffs Inc
this Q +82%·4q
27HUT
port0.8%
val$36M
Hut 8 Corp
this Q New·—1q
28CAI
port0.8%
val$34M
Caris Life Sciences Inc
this Q hold·2q
29ARGT
port0.7%
val$30M
Global X Msci Argentina Etf
this Q hold·9q
30FOX
port0.7%
val$30M
Fox Corp - Class B
this Q New·—1q
31WWD
port0.7%
val$29M
Woodward Inc
this Q -68%·11q
32NUVB
port0.6%
val$26M
Nuvation Bio Inc
this Q hold·2q
33PTGX
port0.6%
val$26M
Protagonist Therapeutics Inc
this Q +31%·4q
34ROKU
port0.6%
val$25M
Roku Inc
this Q -75%·6q
35CVCO
port0.6%
val$24M
Cavco Industries Inc
this Q New·—1q
36ADMA
port0.5%
val$23M
Adma Biologics Inc
this Q +80%·3q
37PURR
port0.5%
val$23M
Hyperliquid Strategies
this Q New·—1q
38RMBS
port0.5%
val$23M
Rambus Inc
this Q New·—1q
39RYTM
port0.5%
val$23M
Rhythm Pharmaceuticals Inc
this Q New·—1q
40SKY
port0.5%
val$22M
Champion Homes Inc
this Q New·—1q
41DAKT
port0.5%
val$22M
Daktronics Inc
this Q +100%·10q
42PCT
port0.5%
val$22M
Purecycle Technologies Inc
this Q +178%·7q
43SCCO
port0.5%
val$21M
Southern Copper Corp
this Q hold·3q
44LIN
port0.5%
val$21M
Linde Plc
this Q hold·2q
45ENTG
port0.5%
val$21M
Entegris Inc
this Q New·4q
46TEVA
port0.5%
val$21M
Teva Pharmaceutical-sp Adr
this Q -74%·8q
47U
port0.5%
val$21M
Unity Software Inc
this Q hold·5q
48AEVA
port0.5%
val$21M
Aeva Technologies Inc
this Q New·3q
49RIOT
port0.5%
val$21M
Riot Platforms Inc
this Q New·—1q
50Q
port0.5%
val$21M
Qnity Electronics Inc
this Q hold·2q
51EQIX
port0.4%
val$19M
Equinix Inc
this Q New·—1q
52LRCX
port0.4%
val$19M
Lam Research Corp
this Q New·—1q
53DFTX
port0.4%
val$17M
Definium Therapeutics Inc
this Q New·—1q
54BLTE
port0.4%
val$16M
Belite Bio Inc - Adr
this Q hold·2q
55RSP
port0.4%
val$16M
Invesco S&p 500 Equal Weight
this Q New·2q
56TXG
port0.4%
val$15M
10x Genomics Inc-class A
this Q New·2q
57WAB
port0.3%
val$15M
Wabtec Corp
this Q -40%·10q
58LLY
port0.3%
val$15M
Eli Lilly & CO
this Q New·12q
59XENE
port0.3%
val$14M
Xenon Pharmaceuticals Inc
this Q hold·2q
60OLMA
port0.3%
val$12M
Olema Pharmaceuticals Inc
this Q hold·2q
61RGEN
port0.2%
val$11M
Repligen Corp
this Q New·—1q
62RKT
port0.2%
val$10M
Rocket Cos Inc-class A
this Q New·—1q
63BIDU
port0.2%
val$10M
Baidu Inc - Spon Adr
this Q New·—1q
64ARM
port0.2%
val$10M
Arm Holdings Plc-adr
this Q -74%·5q
65CVNA
port0.2%
val$10M
Carvana CO
this Q New·7q
66RDDT
port0.2%
val$10M
Reddit Inc-cl A
this Q New·2q
67AA
port0.2%
val$10M
Alcoa Corp
this Q -88%·7q
68TMO
port0.2%
val$10M
Thermo Fisher Scientific Inc
this Q New·2q
69DHR
port0.2%
val$10M
Danaher Corp
this Q New·3q
70FFIV
port0.2%
val$9M
F5 Inc
this Q New·—1q
71VIST
port0.2%
val$9M
Vista Energy Sab DE CV
this Q hold·2q
72SKE
port0.2%
val$8M
Skeena Resources Ltd
this Q New·—1q
73N4732M103
port0.2%
val$8M
Jbs N.v.
this Q hold·2q
74GLUE
port0.2%
val$7M
Monte Rosa Therapeutics Inc
this Q New·—1q
75RLAY
port0.1%
val$7M
Relay Therapeutics Inc
this Q New·—1q
76DBVT
port0.1%
val$6M
Dbv Technologies Sa-spon Adr
this Q hold·2q
77CCC
port0.1%
val$6M
Ccc Intelligent Solutions HO
this Q New·11q
78UWMC
port0.1%
val$6M
Uwm Holdings Corp
this Q New·—1q
79NVTS
port0.1%
val$6M
Navitas Semiconductor Corp
this Q New·—1q
80SOLS
port0.1%
val$6M
Solstice Adv Materials Inc
this Q hold·2q
81G3730V105
port0.1%
val$5M
Ftai Aviation Ltd
this Q New·—1q
82BEAM
port0.1%
val$5M
Beam Therapeutics Inc
this Q New·—1q
83AUR
port0.1%
val$4M
Aurora Innovation Inc
this Q New·—1q
84Q4982L109
port0.1%
val$4M
Iren Limited
this Q New·—1q
85GGAL
port0.1%
val$3M
Grupo Financiero Galicia-adr
this Q New·8q
86Y95308105
port<0.1%
val$1M
Wave Life Sciences Ltd
this 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
AEVA	Aeva Technologies Inc	NEW	0.5%	+100%	$21M
RIOT	Riot Platforms 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

ADDINSM
3.5%
Insmed Inc
Δ +23%·$152M
TRIMAA
0.2%
Alcoa Corp
Δ -88%·$10M
ADDAMZN
3.0%
Amazon.com Inc
Δ +1083%·$129M
NEWGOOGL
2.8%
Alphabet Inc-cl A
Δ +100%·$120M
ADDG7997R103
2.7%
Seagate Technology Hldngs PL
Δ +141%·$118M
NEWFOXA
2.6%
Fox Corp - Class A
Δ +100%·$115M
TRIMWWD
0.7%
Woodward Inc
Δ -68%·$29M
ADDUAL
2.5%
United Airlines Holdings Inc
Δ +203%·$108M
TRIMTEVA
0.5%
Teva Pharmaceutical-sp Adr
Δ -74%·$21M
TRIMROKU
0.6%
Roku Inc
Δ -75%·$25M
NEWCDW
2.4%
Cdw Corp/de
Δ +100%·$105M
EXITAVGO
2.1%
Broadcom Inc
Δ -100%·$0
ADDRVMD
1.7%
Revolution Medicines Inc
Δ +27%·$75M
EXITOPCH
1.7%
Option Care Health Inc
Δ -100%·$0
NEWG11448100
1.5%
Bitdeer Technologies Group
Δ +100%·$65M
ADDCRH
1.4%
Crh Plc
Δ +47%·$59M
EXITFIGR
1.3%
Figure Technology Solut-cl A
Δ -100%·$0
NEWDAL
1.3%
Delta Air Lines Inc
Δ +100%·$56M
NEWFLR
1.2%
Fluor Corp
Δ +100%·$51M
EXITQSR
1.1%
Restaurant Brands Intern
Δ -100%·$0
NEWDHI
1.1%
DR Horton Inc
Δ +100%·$49M
EXITLSCC
1.0%
Lattice Semiconductor Corp
Δ -100%·$0
NEWAMD
1.0%
Advanced Micro Devices
Δ +100%·$42M
NEWPANW
0.9%
Palo Alto Networks Inc
Δ +100%·$40M
ADDCLF
0.9%
Cleveland-cliffs Inc
Δ +82%·$40M
NEWHUT
0.8%
Hut 8 Corp
Δ +100%·$36M
EXITHUM
0.8%
Humana Inc
Δ -100%·$0
TRIMWAB
0.3%
Wabtec Corp
Δ -40%·$15M
EXITTWLO
0.8%
Twilio Inc - A
Δ -100%·$0
EXITJBL
0.7%
Jabil Inc
Δ -100%·$0
EXITGSG
0.7%
Ishares S&p Gsci Commodity I
Δ -100%·$0
NEWFOX
0.7%
Fox Corp - Class B
Δ +100%·$30M
EXITBE
0.6%
Bloom Energy Corp- A
Δ -100%·$0
EXITINTC
0.6%
Intel Corp
Δ -100%·$0
ADDPTGX
0.6%
Protagonist Therapeutics Inc
Δ +31%·$26M
NEWCVCO
0.6%
Cavco Industries Inc
Δ +100%·$24M
TRIMARM
0.2%
Arm Holdings Plc-adr
Δ -74%·$10M
ADDADMA
0.5%
Adma Biologics Inc
Δ +80%·$23M
NEWPURR
0.5%
Hyperliquid Strategies
Δ +100%·$23M
NEWRMBS
0.5%
Rambus Inc
Δ +100%·$23M
NEWRYTM
0.5%
Rhythm Pharmaceuticals Inc
Δ +100%·$23M
NEWSKY
0.5%
Champion Homes Inc
Δ +100%·$22M
ADDDAKT
0.5%
Daktronics Inc
Δ +100%·$22M
ADDPCT
0.5%
Purecycle Technologies Inc
Δ +178%·$22M
NEWENTG
0.5%
Entegris Inc
Δ +100%·$21M
NEWAEVA
0.5%
Aeva Technologies Inc
Δ +100%·$21M
NEWRIOT
0.5%
Riot Platforms Inc
Δ +100%·$21M
NEWEQIX
0.4%
Equinix Inc
Δ +100%·$19M
NEWLRCX
0.4%
Lam Research Corp
Δ +100%·$19M
NEWDFTX
0.4%
Definium Therapeutics Inc
Δ +100%·$17M
EXITNET
0.4%
Cloudflare Inc - Class A
Δ -100%·$0
NEWRSP
0.4%
Invesco S&p 500 Equal Weight
Δ +100%·$16M
EXITN53745100
0.4%
Lyondellbasell Industries NV
Δ -100%·$0
NEWTXG
0.4%
10x Genomics Inc-class A
Δ +100%·$15M
NEWLLY
0.3%
Eli Lilly & CO
Δ +100%·$15M
EXITTWST
0.3%
Twist Bioscience Corp
Δ -100%·$0
EXITCOHR
0.3%
Coherent Corp
Δ -100%·$0
EXITCLS
0.3%
Celestica Inc
Δ -100%·$0
EXITSTUB
0.3%
Stubhub Holdings Inc-class A
Δ -100%·$0
EXITMU
0.3%
Micron Technology Inc
Δ -100%·$0
NEWRGEN
0.2%
Repligen Corp
Δ +100%·$11M
EXITSATS
0.2%
Echostar Corp-a
Δ -100%·$0
NEWRKT
0.2%
Rocket Cos Inc-class A
Δ +100%·$10M
EXITALM
0.2%
Almonty Industries Inc
Δ -100%·$0
NEWBIDU
0.2%
Baidu Inc - Spon Adr
Δ +100%·$10M
NEWCVNA
0.2%
Carvana CO
Δ +100%·$10M
NEWRDDT
0.2%
Reddit Inc-cl A
Δ +100%·$10M
NEWTMO
0.2%
Thermo Fisher Scientific Inc
Δ +100%·$10M
NEWDHR
0.2%
Danaher Corp
Δ +100%·$10M
NEWFFIV
0.2%
F5 Inc
Δ +100%·$9M
NEWSKE
0.2%
Skeena Resources Ltd
Δ +100%·$8M
EXITLITE
0.2%
Lumentum Holdings Inc
Δ -100%·$0
NEWGLUE
0.2%
Monte Rosa Therapeutics Inc
Δ +100%·$7M
EXITMELI
0.2%
Mercadolibre Inc
Δ -100%·$0
NEWRLAY
0.1%
Relay Therapeutics Inc
Δ +100%·$7M
NEWCCC
0.1%
Ccc Intelligent Solutions HO
Δ +100%·$6M
NEWUWMC
0.1%
Uwm Holdings Corp
Δ +100%·$6M
NEWNVTS
0.1%
Navitas Semiconductor Corp
Δ +100%·$6M
NEWG3730V105
0.1%
Ftai Aviation Ltd
Δ +100%·$5M
NEWBEAM
0.1%
Beam Therapeutics Inc
Δ +100%·$5M
NEWAUR
0.1%
Aurora Innovation Inc
Δ +100%·$4M
NEWQ4982L109
0.1%
Iren Limited
Δ +100%·$4M
EXITWLK
0.1%
Westlake Corp
Δ -100%·$0
NEWGGAL
0.1%
Grupo Financiero Galicia-adr
Δ +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

2026Q2 activity: 44 new positions (top: GOOGL, FOXA, CDW); 11 conviction adds (top: INSM, AMZN, Seagate Tech); 23 exits (top: AVGO, OPCH, FIGR). Top 5 holdings: NTRA, TSM, STM, INSM, YPF (38% of portfolio).

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.

Multibaggers Stanley Druckenmiller held

Stocks up 5x or more since Stanley Druckenmiller first held them at conviction size — the holding record behind the returns. Longest unbroken run and largest book weight are shown for each.

NVDA488xNVIDIA CORP7q straight · peak 13.98%
AMD130xADVANCED MICRO DEVICES2q straight · peak 1.4%
MU39.9xMICRON TECHNOLOGY INC2q straight · peak 6.3% · still holds
SHOP33.5xSHOPIFY INC - CLASS A1q straight · peak 2.59%
AMAT30.6xAPPLIED MATERIALS INC1q straight · peak 2.07%
TSM27.7xTAIWAN SEMICONDUCTOR-SP ADR7q straight · peak 5.7% · still holds

Six biggest of 57. Price multiple since the first quarter we observed a conviction holding (2014Q1 at the earliest), not Stanley Druckenmiller's realized return — entry price and trades between filings aren't disclosed. Peak weight is share of disclosed US 13F book. All 129 multibaggers the cohort held →

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.

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Long US equity 13F-HR filings only — no shorts, no derivatives. SEC filings at EDGAR (CIK 0001536411). Not investment advice.