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← Stanley Druckenmiller

Stanley Druckenmiller's 2024Q2 portfolio

Stanley Druckenmiller (Duquesne Family Office) held 12 positions as of Jun 30, 2024, with the largest position at 9.2% of the portfolio.

Showing positions still held at the most recent quarter so their historical weights can be reconstructed. Positions that were held in 2024Q2but have since been exited aren't included in this table — for a full point-in-time reconstruction, use the SEC EDGAR filing directly.

Holdings as of Jun 30, 2024 (12)

  1. 1COHRCoherent Corp
    % port
    9.2%
    +5.1pp vs prior Qnow 0.3%
  2. 2CPNGCoupang Inc
    % port
    8.2%
    -2.6pp vs prior Qnow 1.7%
  3. 3NTRANatera Inc
    % port
    7.6%
    +2.8pp vs prior Qnow 20.9%
  4. 4(cusip)Seagate Technology Hldngs PL
    % port
    6.4%
    +2.8pp vs prior Qnow 0.7%
  5. 5WWDWoodward Inc
    % port
    5.9%
    +2.0pp vs prior Qnow 2.6%
  6. 6MELIMercadolibre Inc
    % port
    2.1%
    now 0.2%
  7. 7OPCHOption Care Health Inc
    % port
    1.8%
    +1.2pp vs prior Qnow 1.7%
  8. 8DAKTDaktronics Inc
    % port
    1.2%
    +0.7pp vs prior Qnow 0.4%
  9. 9WABWabtec Corp
    % port
    0.8%
    -0.7pp vs prior Q
  10. 10ARGTGlobal X Msci Argentina Etf
    % port
    0.6%
    +0.3pp vs prior Qnow 1.2%
  11. 11YPFYpf S.a.-sponsored Adr
    % port
    0.5%
    now 5.1%
  12. 12SESea Ltd-adr
    % port
    0.2%
    now 3.1%

13F-HR filings disclose long US-equity positions only. 13Fs don't cover shorts, bonds, derivatives, or non-US listings, so the picture here is the public part of the portfolio — not the whole.

Not investment advice.