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Stanley Druckenmiller portfolio, 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.

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2026-06-30

Quarter ended

$5.21B

Reported value

86

Positions

9

Put and call lines

New positions
  • Insmed (call)
  • Alphabet
  • CDW
  • Bitdeer Technologies Group
  • Delta Air Lines
Added to
  • Natera
  • Taiwan Semiconductor Manufacturing
  • STMicroelectronics
  • Insmed
  • Amazon.com
Reduced
  • Ypf Sociedad Anonima
  • BBB Foods
  • Sandisk
  • ARGT
  • Woodward

Holdings

Share classes of one company show as one row, with each class's ticker.

#IssuerTickerValue% of PortfolioSharesQoQ Shares
1
Natera
NTRA$864.9M16.6%3.19M+122.7K
2
Taiwan Semiconductor Manufacturing
TSM$281.6M5.4%589.7K+94.4K
3
STMicroelectronics
STM$232.4M4.5%3.10M+490.0K
4
Invesco Exchange Traded Fd TCall
RSP$174.7M3.4%821.0K0
5
Insmed
INSM$151.9M2.9%1.42M+270.6K
6
Ishares IncCall
EWZ$145.9M2.8%4.23M0
7
Fox
FOXA, FOX$144.6M2.8%2.84M+2.84M
8
InsmedCall
INSM$143.9M2.8%1.35M+1.35M
9
Ypf Sociedad Anonima
YPF$142.7M2.7%3.14M-97.1K
10
Amazon.com
AMZN$129.1M2.5%541.6K+495.8K
11
BBB Foods
TBBB$120.9M2.3%2.90M-207.5K
12
Alphabet
GOOGL$120.2M2.3%336.3K+336.3K
13
Ishares Inc
EWZ$118.5M2.3%3.44M0
14
Seagate Technology Holdings
STX$117.7M2.3%122.0K+71.3K
15
Amazon.comCall
AMZN$109.5M2.1%459.3K+259.3K
16
United Airlines Holdings
UAL$108.1M2.1%794.8K+532.3K
17
Sea
SE$105.4M2.0%1.10M0
18
CDW
CDW$104.6M2.0%744.0K+744.0K
19
NewAmsterdam Pharma
NAMS$104.0M2.0%3.07M0
20
Ishares TrCall
IWM$99.1M1.9%330.0K+251.0K
21
Sandisk
SNDK$79.4M1.5%34.9K-3.3K
22
Revolution Medicines
RVMD$74.8M1.4%399.6K+83.7K
23
State Str Spdr S&P 500 Etf TCall
SPY$67.2M1.3%90.0K0
24
Bitdeer Technologies Group
BTDR$64.7M1.2%4.07M+4.07M
25
CRH
CRH$59.2M1.1%553.6K+176.0K
26
Delta Air Lines
DAL$56.5M1.1%603.0K+603.0K
27
TeslaCall
TSLA$53.0M1.0%126.0K+126.0K
28
Fluor
FLR$51.5M1.0%982.2K+982.2K
29
D.R. Horton
DHI$48.7M0.9%299.0K+299.0K
30
Coupang
CPNG$46.3M0.9%2.67M0
31
Advanced Micro Devices
AMD$42.3M0.8%72.9K+72.9K
32
Palo Alto Networks
PANW$39.8M0.8%116.7K+116.7K
33
Cleveland-Cliffs
CLF$39.6M0.8%4.22M+1.90M
34
Hut 8
HUT$36.3M0.7%314.1K+314.1K
35
CDWCall
CDW$35.2M0.7%250.0K+250.0K
36
Caris Life Sciences
CAI$33.8M0.6%1.89M0
37
Global X Fds
ARGT$30.0M0.6%328.8K-58.6K
38
Woodward
WWD$28.6M0.5%67.2K-144.2K
39
Meta PlatformsCall
META$28.2M0.5%50.0K+50.0K
40
Nuvation Bio
NUVB$25.8M0.5%4.54M0
41
Protagonist Therapeutics
PTGX$25.6M0.5%208.9K+49.2K
42
Roku
ROKU$25.4M0.5%184.1K-566.1K
43
Cavco Industries
CVCO$24.3M0.5%39.5K+39.5K
44
Adma Biologics
ADMA$23.3M0.4%2.78M+1.24M
45
Hyperliquid Strategies
PURR$23.1M0.4%2.94M+2.94M
46
Rambus
RMBS$23.0M0.4%173.0K+173.0K
47
Rhythm Pharmaceuticals
RYTM$22.6M0.4%203.6K+203.6K
48
Champion Homes
SKY$22.4M0.4%254.4K+254.4K
49
Daktronics
DAKT$22.0M0.4%1.12M+560.5K
50
PureCycle Technologies
PCT$21.7M0.4%2.68M+1.72M
51
Southern Copper
SCCO$21.4M0.4%123.1K+1.2K
52
Linde
LIN$21.4M0.4%41.2K0
53
Entegris
ENTG$21.3M0.4%118.3K+118.3K
54
Teva Pharmaceutical Industries
TEVA$21.2M0.4%625.0K-1.75M
55
Unity Software
U$21.1M0.4%738.8K0
56
Aeva Technologies
AEVA$20.7M0.4%720.2K+720.2K
57
Riot Platforms
RIOT$20.7M0.4%754.8K+754.8K
58
Qnity Electronics
Q$20.5M0.4%125.7K0
59
Equinix
EQIX$19.2M0.4%18.4K+18.4K
60
Lam Research
LRCX$18.9M0.4%43.6K+43.6K
61
Definium Therapeutics
DFTX$16.8M0.3%356.6K+356.6K
62
Belite Bio
BLTE$16.3M0.3%106.1K0
63
Invesco Exchange Traded Fd T
RSP$15.8M0.3%74.4K+74.4K
64
10x Genomics
TXG$15.5M0.3%403.1K+403.1K
65
Westinghouse Air Brake Technologies
WAB$15.3M0.3%56.6K-38.3K
66
Eli Lilly
LLY$14.8M0.3%12.4K+12.4K
67
Xenon Pharmaceuticals
XENE$14.4M0.3%238.6K0
68
Olema Pharmaceuticals
OLMA$12.3M0.2%986.8K0
69
Repligen
RGEN$10.6M0.2%77.4K+77.4K
70
Rocket Companies
RKT$10.3M0.2%652.2K+652.2K
71
Baidu
BIDU$10.1M0.2%88.2K+88.2K
72
Arm Holdings
ARM$10.0M0.2%28.1K-78.6K
73
Carvana
CVNA$9.9M0.2%151.0K+151.0K
74
Reddit
RDDT$9.8M0.2%56.5K+56.5K
75
Alcoa
AA$9.7M0.2%185.6K-1.31M
76
Thermo Fisher Scientific
TMO$9.6M0.2%19.2K+19.2K
77
Danaher
DHR$9.6M0.2%50.3K+50.3K
78
F5
FFIV$9.2M0.2%22.0K+22.0K
79
Vista Energy
VIST$8.6M0.2%134.7K0
80
Skeena Resources
SKE$8.0M0.2%300.2K+300.2K
81
JBS
JBS$7.8M0.1%655.9K0
82
Monte Rosa Therapeutics
GLUE$7.2M0.1%297.6K+297.6K
83
Relay Therapeutics
RLAY$6.5M0.1%349.0K+349.0K
84
DBV Technologies
DBVT$6.3M0.1%383.4K0
85
CCC Intelligent Solutions Holdings
CCC$6.0M0.1%1.17M+1.17M
86
UWM Holdings
UWMC$5.9M0.1%2.58M+2.58M
87
Navitas Semiconductor
NVTS$5.6M0.1%311.1K+311.1K
88
Solstice Advanced Materials
SOLS$5.5M0.1%62.5K0
89
FTAI Aviation
FTAI$5.5M0.1%20.2K+20.2K
90
Beam Therapeutics
BEAM$5.3M0.1%153.6K+153.6K
91
Aurora Innovation
AUR$4.3M0.1%633.7K+633.7K
92
IREN
IREN$4.0M0.1%87.1K+87.1K
93
Grupo Financiero Galicia
GGAL$3.0M0.1%59.5K+59.5K
94
Wave Life Sciences
WVE$1.0M0.0%173.0K0

Fox is filed on more than one line (share classes, or several funds under one trust name), so it's left out of the new, added and reduced lists. A row that joins share classes shows their changes added together.

13F filings arrive up to 45 days after quarter end and cover US-listed long positions only. A put or call line is the option the manager holds, valued at the shares it covers, not at what the option cost; it counts in the reported value and the weights, as the filing counts it. Positions may have changed since. This is observation data, not a recommendation.

What the latest data says

As of the quarter ended 2026-06-30, Duquesne Family Office reported 86 US-listed positions and 9 put and call lines, $5.21B in all at the filing's values. The largest is Natera at 16.6% of the reported portfolio, and the top five lines make up 33% of it, a moderately concentrated book. New this quarter: Insmed (call), Alphabet, CDW. Trimmed: Ypf Sociedad Anonima, BBB Foods, Sandisk.

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. The site follows a fixed set of 30 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 and the cross-market view live on the Fund holdings (13F) hub.

Source and updates

Source
SEC EDGAR Form 13F filings
Credit
SEC.
Updates
Quarterly. Managers file up to 45 days after quarter end, and new filings show here within a week. Latest quarter 2026-06-30.
History
Quarter ended December 2020.
This series
86 positions in the quarter ended 2026-06-30 filing; 46 new, 17 increased, 10 reduced.
Get the data
JSON API and CSV download10 requests a minute without a key, 30 with a free key from a free account.

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 weeks old 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

What does Stanley Druckenmiller own?
Duquesne Family Office's 13F for the quarter ended 30 June 2026 lists 86 US-listed positions and 9 put and call lines, $5.21B in all. The largest are Natera (16.6%), Taiwan Semiconductor Manufacturing (5.4%), STMicroelectronics (4.5%), Invesco Exchange Traded Fd T (call) (3.4%), Insmed (2.9%).
What did Stanley Druckenmiller buy last quarter?
New positions in the quarter ended 30 June 2026: Insmed (call), Alphabet, CDW, Bitdeer Technologies Group, Delta Air Lines. Added to: Natera, Taiwan Semiconductor Manufacturing, STMicroelectronics, Insmed, Amazon.com.
What did Stanley Druckenmiller sell last quarter?
Reduced in the quarter ended 30 June 2026: Ypf Sociedad Anonima, BBB Foods, Sandisk, ARGT, Woodward. Positions sold in full no longer appear in the filing.
How current is Duquesne Family Office's portfolio here?
It reflects the latest 13F-HR filing, which managers submit up to 45 days after each quarter ends. Positions may have changed since.
Why do share counts change quarter to quarter?
The QoQ column shows shares bought or sold versus the prior quarter's filing. A position equal to its change is brand new.
Does this show short positions?
No. 13F filings only disclose US-listed long positions. Puts and calls the manager holds are listed on their own lines, valued at the shares they cover; shorts, bonds and non-US holdings are not reported.
What should I read first?
The change column. The largest holding is usually old news; what was added, trimmed or exited this quarter is where the information is.

Data on this page is provided for informational purposes only and is not financial advice. See our editorial policy.