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← Stanley Druckenmiller

Stanley Druckenmiller's 2026Q1 portfolio

Stanley Druckenmiller (Duquesne Family Office) held 64 positions as of Mar 31, 2026, with the largest position at 20.9% of the portfolio. This is the latest 13F filing on record.

Showing positions still held at the most recent quarter so their historical weights can be reconstructed. Positions that were held in 2026Q1but 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 Mar 31, 2026 (64)

  1. 1NTRANatera Inc
    % port
    20.9%
    +7.2pp vs prior Q
  2. 2INSMInsmed Inc
    % port
    6.4%
    +0.3pp vs prior Q
  3. 3TSMTaiwan Semiconductor-sp Adr
    % port
    5.7%
    +1.8pp vs prior Q
  4. 4YPFYpf S.a.-sponsored Adr
    % port
    5.1%
    +4.6pp vs prior Q
  5. 5EWZIshares Msci Brazil Etf
    % port
    4.5%
    +1.8pp vs prior Q
  6. 6TBBBBbb Foods Inc
    % port
    3.7%
    +1.6pp vs prior Q
  7. 7AAAlcoa Corp
    % port
    3.4%
    +1.6pp vs prior Q
  8. 8NAMSNewamsterdam Pharma Company
    % port
    3.3%
    +0.8pp vs prior Q
  9. 9SESea Ltd-adr
    % port
    3.1%
    +0.2pp vs prior Q
  10. 10STMStmicroelectronics Nv-ny Shs
    % port
    3.1%
    +2.6pp vs prior Q
  11. 11WWDWoodward Inc
    % port
    2.6%
    -1.7pp vs prior Q
  12. 12TEVATeva Pharmaceutical-sp Adr
    % port
    2.4%
    -1.9pp vs prior Q
  13. 13ROKURoku Inc
    % port
    2.4%
    +0.9pp vs prior Q
  14. 14AVGOBroadcom Inc
    % port
    2.1%
  15. 15CPNGCoupang Inc
    % port
    1.7%
    -2.1pp vs prior Q
  16. 16OPCHOption Care Health Inc
    % port
    1.7%
    +0.4pp vs prior Q
  17. 17CRHCrh Plc
    % port
    1.4%
  18. 18FIGRFigure Technology Solut-cl A
    % port
    1.3%
    -0.2pp vs prior Q
  19. 19ARGTGlobal X Msci Argentina Etf
    % port
    1.2%
  20. 20CAICaris Life Sciences Inc
    % port
    1.2%
  21. 21QSRRestaurant Brands Intern
    % port
    1.1%
    -0.8pp vs prior Q
  22. 22RVMDRevolution Medicines Inc
    % port
    1.0%
  23. 23LSCCLattice Semiconductor Corp
    % port
    1.0%
    -0.6pp vs prior Q
  24. 24SNDKSandisk Corp
    % port
    0.8%
  25. 25UALUnited Airlines Holdings Inc
    % port
    0.8%
    -0.1pp vs prior Q
  26. 26HUMHumana Inc
    % port
    0.8%
  27. 27WABWabtec Corp
    % port
    0.8%
    -0.7pp vs prior Q
  28. 28TWLOTwilio Inc - A
    % port
    0.8%
  29. 29JBLJabil Inc
    % port
    0.7%
  30. 30SCCOSouthern Copper Corp
    % port
    0.7%
    +0.3pp vs prior Q
  31. 31GSGIshares S&p Gsci Commodity I
    % port
    0.7%
  32. 32LINLinde Plc
    % port
    0.7%
  33. 33(cusip)Seagate Technology Hldngs PL
    % port
    0.7%
  34. 34CLFCleveland-cliffs Inc
    % port
    0.7%
    +0.1pp vs prior Q
  35. 35NUVBNuvation Bio Inc
    % port
    0.7%
  36. 36BEBloom Energy Corp- A
    % port
    0.6%
    -0.9pp vs prior Q
  37. 37INTCIntel Corp
    % port
    0.6%
  38. 38BLTEBelite Bio Inc - Adr
    % port
    0.6%
  39. 39PTGXProtagonist Therapeutics Inc
    % port
    0.6%
    +0.2pp vs prior Q
  40. 40UUnity Software Inc
    % port
    0.6%
    +0.1pp vs prior Q
  41. 41ARMArm Holdings Plc-adr
    % port
    0.6%
  42. 42OLMAOlema Pharmaceuticals Inc
    % port
    0.5%
  43. 43QQnity Electronics Inc
    % port
    0.5%
  44. 44ADMAAdma Biologics Inc
    % port
    0.5%
    +0.4pp vs prior Q
  45. 45XENEXenon Pharmaceuticals Inc
    % port
    0.5%
  46. 46(cusip)Jbs N.v.
    % port
    0.4%
  47. 47DAKTDaktronics Inc
    % port
    0.4%
  48. 48NETCloudflare Inc - Class A
    % port
    0.4%
  49. 49(cusip)Lyondellbasell Industries NV
    % port
    0.4%
  50. 50VISTVista Energy Sab DE CV
    % port
    0.3%

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.