Duquesne Family Office 13F holdings
Stanley Druckenmiller. Quarterly 13F portfolio: every reported position with value, portfolio weight and the change in shares since the prior quarter.
2026-06-30
Quarter ended
$5.21B
Reported value
90
Positions
None detected
- Natera Inc
- Insmed Inc
- Taiwan Semiconductor Manufac
- Amazon Com Inc
- Stmicroelectronics N V
- Ypf Sociedad Anonima
- Bbb Foods Inc
- Alphabet Inc
- Sandisk Corp
- Advanced Micro Devices Inc
Holdings
| # | Issuer | Value | % of Portfolio | Shares | QoQ Shares |
|---|---|---|---|---|---|
| 1 | Natera Inc | $864.9M | 16.6% | 3.19M | +122.7K |
| 2 | Insmed Inc | $295.8M | 5.7% | 2.77M | +1.62M |
| 3 | Taiwan Semiconductor Manufac | $281.6M | 5.4% | 589.7K | +94.4K |
| 4 | Ishares Inc | $264.4M | 5.1% | 7.66M | 0 |
| 5 | Amazon Com Inc | $238.6M | 4.6% | 1.00M | +755.1K |
| 6 | Stmicroelectronics N V | $232.4M | 4.5% | 3.10M | +490.0K |
| 7 | Invesco Exchange Traded Fd T | $190.5M | 3.7% | 895.4K | +74.4K |
| 8 | Ypf Sociedad Anonima | $142.7M | 2.7% | 3.14M | -97.1K |
| 9 | Cdw Corp | $139.8M | 2.7% | 994.0K | - |
| 10 | Bbb Foods Inc | $120.9M | 2.3% | 2.90M | -207.5K |
| 11 | Alphabet Inc | $120.2M | 2.3% | 336.3K | -48.7K |
| 12 | Seagate Technology Hldngs Pl | $117.7M | 2.3% | 122.0K | +71.3K |
| 13 | Fox Corp | $115.0M | 2.2% | 2.20M | +1.57M |
| 14 | United Airls Hldgs Inc | $108.1M | 2.1% | 794.8K | +532.3K |
| 15 | Sea Ltd | $105.4M | 2.0% | 1.10M | 0 |
| 16 | Newamsterdam Pharma Company | $104.0M | 2.0% | 3.07M | 0 |
| 17 | Ishares Tr | $99.1M | 1.9% | 330.0K | +251.0K |
| 18 | Sandisk Corp | $79.4M | 1.5% | 34.9K | -3.3K |
| 19 | Revolution Medicines Inc | $74.8M | 1.4% | 399.6K | +83.7K |
| 20 | State Str Spdr S&P 500 Etf T | $67.2M | 1.3% | 90.0K | 0 |
| 21 | Bitdeer Technologies Group | $64.7M | 1.2% | 4.07M | - |
| 22 | Crh Plc | $59.2M | 1.1% | 553.6K | +176.0K |
| 23 | Delta Air Lines Inc | $56.5M | 1.1% | 603.0K | - |
| 24 | Tesla Inc | $53.0M | 1.0% | 126.0K | +107.2K |
| 25 | Fluor Corp | $51.5M | 1.0% | 982.2K | - |
| 26 | D R Horton Inc | $48.7M | 0.9% | 299.0K | +93.8K |
| 27 | Coupang Inc | $46.3M | 0.9% | 2.67M | 0 |
| 28 | Advanced Micro Devices Inc | $42.3M | 0.8% | 72.9K | -256.8K |
| 29 | Palo Alto Networks Inc | $39.8M | 0.8% | 116.7K | +29.2K |
| 30 | Cleveland-Cliffs Inc New | $39.6M | 0.8% | 4.22M | +1.90M |
| 31 | Hut 8 Corp | $36.3M | 0.7% | 314.1K | - |
| 32 | Caris Life Sciences Inc | $33.8M | 0.6% | 1.89M | 0 |
| 33 | Global X Fds | $30.0M | 0.6% | 328.8K | -58.6K |
| 34 | Fox Corp | $29.6M | 0.6% | 632.6K | -1.57M |
| 35 | Woodward Inc | $28.6M | 0.5% | 67.2K | -144.2K |
| 36 | Meta Platforms Inc | $28.2M | 0.5% | 50.0K | -26.1K |
| 37 | Nuvation Bio Inc | $25.8M | 0.5% | 4.54M | 0 |
| 38 | Protagonist Therapeutics Inc | $25.6M | 0.5% | 208.9K | +49.2K |
| 39 | Roku Inc | $25.4M | 0.5% | 184.1K | -566.1K |
| 40 | Cavco Inds Inc Del | $24.3M | 0.5% | 39.5K | - |
| 41 | Adma Biologics Inc | $23.3M | 0.4% | 2.78M | +1.24M |
| 42 | Hyperliquid Strategies Inc | $23.1M | 0.4% | 2.94M | - |
| 43 | Rambus Inc Del | $23.0M | 0.4% | 173.0K | - |
| 44 | Rhythm Pharmaceuticals Inc | $22.6M | 0.4% | 203.6K | - |
| 45 | Champion Homes Inc | $22.4M | 0.4% | 254.4K | - |
| 46 | Daktronics Inc | $22.0M | 0.4% | 1.12M | +560.5K |
| 47 | Purecycle Technologies Inc | $21.7M | 0.4% | 2.68M | +1.72M |
| 48 | Southern Copper Corp | $21.4M | 0.4% | 123.1K | +1.2K |
| 49 | Linde Plc | $21.4M | 0.4% | 41.2K | 0 |
| 50 | Entegris Inc | $21.3M | 0.4% | 118.3K | -725.9K |
| 51 | Teva Pharmaceutical Inds Ltd | $21.2M | 0.4% | 625.0K | -1.75M |
| 52 | Unity Software Inc | $21.1M | 0.4% | 738.8K | 0 |
| 53 | Aeva Technologies Inc | $20.7M | 0.4% | 720.2K | -1.10M |
| 54 | Riot Platforms Inc | $20.7M | 0.4% | 754.8K | - |
| 55 | Qnity Electronics Inc | $20.5M | 0.4% | 125.7K | 0 |
| 56 | Equinix Inc | $19.2M | 0.4% | 18.4K | - |
| 57 | Lam Research Corp | $18.9M | 0.4% | 43.6K | - |
| 58 | Definium Therapeutics Inc | $16.8M | 0.3% | 356.6K | - |
| 59 | Belite Bio Inc Sponsored | $16.3M | 0.3% | 106.1K | 0 |
| 60 | 10X Genomics Inc | $15.5M | 0.3% | 403.1K | +286.4K |
| 61 | Wabtec | $15.3M | 0.3% | 56.6K | -38.3K |
| 62 | Eli Lilly & Co | $14.8M | 0.3% | 12.4K | -88.3K |
| 63 | Xenon Pharmaceuticals Inc | $14.4M | 0.3% | 238.6K | 0 |
| 64 | Olema Pharmaceuticals Inc | $12.3M | 0.2% | 986.8K | 0 |
| 65 | Repligen Corp | $10.6M | 0.2% | 77.4K | - |
| 66 | Rocket Cos Inc | $10.3M | 0.2% | 652.2K | - |
| 67 | Baidu Inc | $10.1M | 0.2% | 88.2K | - |
| 68 | Arm Holdings Plc | $10.0M | 0.2% | 28.1K | -78.6K |
| 69 | Carvana Co | $9.9M | 0.2% | 151.0K | -371.1K |
| 70 | Reddit Inc | $9.8M | 0.2% | 56.5K | -118.5K |
| 71 | Alcoa Corp | $9.7M | 0.2% | 185.6K | -1.31M |
| 72 | Thermo Fisher Scientific Inc | $9.6M | 0.2% | 19.2K | +7.0K |
| 73 | Danaher Corp Del | $9.6M | 0.2% | 50.3K | - |
| 74 | F5 Inc | $9.2M | 0.2% | 22.0K | - |
| 75 | Vista Energy S.A.B. De C.V. | $8.6M | 0.2% | 134.7K | 0 |
| 76 | Skeena Res Ltd New | $8.0M | 0.2% | 300.2K | - |
| 77 | Jbs N.V. | $7.8M | 0.1% | 655.9K | 0 |
| 78 | Monte Rosa Therapeutics Inc | $7.2M | 0.1% | 297.6K | - |
| 79 | Relay Therapeutics Inc | $6.5M | 0.1% | 349.0K | - |
| 80 | Dbv Technologies S A Sponsored | $6.3M | 0.1% | 383.4K | 0 |
| 81 | Ccc Intelligent Solutions Hl | $6.0M | 0.1% | 1.17M | +163.0K |
| 82 | Uwm Holdings Corporation | $5.9M | 0.1% | 2.58M | - |
| 83 | Navitas Semiconductor Corp | $5.6M | 0.1% | 311.1K | - |
| 84 | Solstice Advanced Matls Inc | $5.5M | 0.1% | 62.5K | 0 |
| 85 | Ftai Aviation Ltd | $5.5M | 0.1% | 20.2K | - |
| 86 | Beam Therapeutics Inc | $5.3M | 0.1% | 153.6K | - |
| 87 | Aurora Innovation Inc | $4.3M | 0.1% | 633.7K | - |
| 88 | Iren Limited | $4.0M | 0.1% | 87.1K | - |
| 89 | Grupo Financiero Galicia S.A | $3.0M | 0.1% | 59.5K | -172.0K |
| 90 | Wave Life Sciences Ltd | $1.0M | 0.0% | 173.0K | 0 |
What the latest data says
As of the quarter ended 2026-06-30, Duquesne Family Office reported 90 US-listed positions worth $5.21B. The largest is Natera Inc at 16.6% of the reported portfolio, and the top five holdings make up 37% of it, a moderately concentrated book. Trimmed: Ypf Sociedad Anonima, Bbb Foods Inc, Alphabet Inc.
What this data is
Fund holdings (13F) for Duquesne Family Office
Institutional managers with more than $100 million in US equities file a Form 13F within 45 days of each quarter end, listing every long position they held on the last day of the quarter. This page follows a fixed set of managers and turns each filing into a table: the position, its value, its weight in the portfolio and how the share count changed from the previous quarter.
13F data is old by the time it's public, up to 135 days from the trade in the worst case. It won't tell you what a manager did yesterday. It tells you what they own, what they've been building for several quarters, and what they exited.
This page follows Duquesne Family Office only. The full list, the method notes and the cross-market view live on the Fund holdings (13F) hub.
Source and method
- Source
- SEC EDGAR Form 13F filings
- Updates
- Weekly check on Saturday; new quarters appear as filings land in the 45 days after quarter end. Last update 2026-06-30.
- History
- Quarter ended December 2020.
- This series
- 90 positions in the quarter ended 2026-06-30 filing; 0 new, 24 increased, 20 reduced.
- Get the data
- JSON API and CSV download30 requests a minute without a key, 120 with a free key from a free account.
Data checks. Every dataset is checked against its source once a day. Last run 18 Sep 05:40 UTC.
How to read it
- The change column is the story. A position built over three quarters is conviction; a position that appeared and vanished was a trade.
- Portfolio weight beats dollar value for comparing managers of different sizes.
- Treat every 13F number as at least 45 days stale and read it for structure, not timing.
Analysis of what the data shows, not advice. XOOMAR does not recommend buying, selling or holding anything.
Related
Frequently Asked Questions
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Data on this page is provided for informational purposes only and is not financial advice. See our editorial policy.