Stanley Druckenmiller's Portfolio

Duquesne Family Office · $5.21B disclosed · 95 positions

As of Jun 30, 2026 (filed Aug 14, 2026) — quarterly Form 13F, U.S.-listed long positions and listed options only.

#	Position	Value	% Port	Shares / Prn	Δ QoQ
1	NTRA Natera Inc	$864.9M	16.6%	3,186,306	+4%
2	Taiwan Semiconductor Manufac	$281.6M	5.4%	589,680	+19%
3	STM Stmicroelectronics N V	$232.4M	4.5%	3,102,880	+19%
4	Invesco Exchange Traded Fd TCALL	$174.7M	3.4%	821,000	—
5	INSM Insmed Inc	$151.9M	2.9%	1,424,690	+23%
6	Ishares IncCALL	$145.9M	2.8%	4,228,000	—
7	INSMCALL Insmed Inc	$143.9M	2.8%	1,350,000	NEW
8	YPF Ypf Sociedad Anonima	$142.7M	2.7%	3,138,897	-3%
9	AMZN Amazon Com Inc	$129.1M	2.5%	541,600	+1083%
10	TBBB Bbb Foods Inc	$120.9M	2.3%	2,901,733	-7%
11	GOOGL Alphabet Inc	$120.2M	2.3%	336,300	NEW
12	Ishares Inc	$118.5M	2.3%	3,436,170	—
13	Seagate Technology Hldngs Pl	$117.7M	2.3%	122,000	+141%
14	FOXA Fox Corp	$115.0M	2.2%	2,204,600	NEW
15	AMZNCALL Amazon Com Inc	$109.5M	2.1%	459,300	+130%
16	United Airls Hldgs Inc	$108.1M	2.1%	794,795	+203%
17	SE Sea Ltd	$105.4M	2%	1,099,905	—
18	CDW Cdw Corp	$104.6M	2%	743,950	NEW
19	Newamsterdam Pharma Company	$104.0M	2%	3,070,146	—
20	Ishares TrCALL	$99.1M	1.9%	330,000	+318%
21	SNDK Sandisk Corp	$79.4M	1.5%	34,900	-9%
22	RVMD Revolution Medicines Inc	$74.8M	1.4%	399,587	+27%
23	State Str Spdr S&P 500 Etf TCALL	$67.2M	1.3%	90,000	—
24	BTDR Bitdeer Technologies Group	$64.7M	1.2%	4,074,993	NEW
25	Crh Plc	$59.2M	1.1%	553,555	+47%
26	DAL Delta Air Lines Inc	$56.5M	1.1%	603,000	NEW
27	TSLACALL Tesla Inc	$53.0M	1%	126,000	NEW
28	FLR Fluor Corp	$51.5M	1%	982,200	NEW
29	D R Horton Inc	$48.7M	0.9%	299,000	NEW
30	CPNG Coupang Inc	$46.3M	0.9%	2,667,485	—
31	AMD Advanced Micro Devices Inc	$42.3M	0.8%	72,900	NEW
32	PANW Palo Alto Networks Inc	$39.8M	0.8%	116,650	NEW
33	CLF Cleveland-Cliffs Inc New	$39.6M	0.8%	4,216,184	+82%
34	HUT Hut 8 Corp	$36.3M	0.7%	314,150	NEW
35	CDWCALL Cdw Corp	$35.2M	0.7%	250,000	NEW
36	CAI Caris Life Sciences Inc	$33.8M	0.6%	1,894,450	—
37	Global X Fds	$30.0M	0.6%	328,800	-15%
38	FOXA Fox Corp	$29.6M	0.6%	632,600	NEW
39	WWD Woodward Inc	$28.6M	0.5%	67,194	-68%
40	METACALL Meta Platforms Inc	$28.2M	0.5%	50,000	NEW
41	NUVB Nuvation Bio Inc	$25.8M	0.5%	4,539,800	—
42	PTGX Protagonist Therapeutics Inc	$25.6M	0.5%	208,900	+31%
43	ROKU Roku Inc	$25.4M	0.5%	184,055	-75%
44	Cavco Inds Inc Del	$24.3M	0.5%	39,500	NEW
45	ADMA Adma Biologics Inc	$23.3M	0.4%	2,784,110	+80%
46	PURR Hyperliquid Strategies Inc	$23.1M	0.4%	2,941,500	NEW
47	RMBS Rambus Inc Del	$23.0M	0.4%	173,000	NEW
48	RYTM Rhythm Pharmaceuticals Inc	$22.6M	0.4%	203,618	NEW
49	SKY Champion Homes Inc	$22.4M	0.4%	254,400	NEW
50	Daktronics Inc	$22.0M	0.4%	1,123,109	+100%
51	PCT Purecycle Technologies Inc	$21.7M	0.4%	2,681,415	+178%
52	SCCO Southern Copper Corp	$21.4M	0.4%	123,060	+1.0%
53	LIN Linde Plc	$21.4M	0.4%	41,200	—
54	ENTG Entegris Inc	$21.3M	0.4%	118,300	NEW
55	Teva Pharmaceutical Inds Ltd	$21.2M	0.4%	624,999	-74%
56	U Unity Software Inc	$21.1M	0.4%	738,785	—
57	AEVA Aeva Technologies Inc	$20.7M	0.4%	720,175	NEW
58	RIOT Riot Platforms Inc	$20.7M	0.4%	754,800	NEW
59	Q Qnity Electronics Inc	$20.5M	0.4%	125,655	—
60	EQIX Equinix Inc	$19.2M	0.4%	18,450	NEW
61	LRCX Lam Research Corp	$18.9M	0.4%	43,600	NEW
62	DFTX Definium Therapeutics Inc	$16.8M	0.3%	356,600	NEW
63	BLTE Belite Bio Inc Sponsored	$16.3M	0.3%	106,100	—
64	Invesco Exchange Traded Fd T	$15.8M	0.3%	74,400	NEW
65	TXG 10X Genomics Inc	$15.5M	0.3%	403,100	NEW
66	Wabtec	$15.3M	0.3%	56,595	-40%
67	Eli Lilly & Co	$14.8M	0.3%	12,380	NEW
68	XENE Xenon Pharmaceuticals Inc	$14.4M	0.3%	238,600	—
69	OLMA Olema Pharmaceuticals Inc	$12.3M	0.2%	986,827	—
70	RGEN Repligen Corp	$10.6M	0.2%	77,400	NEW
71	Rocket Cos Inc	$10.3M	0.2%	652,220	NEW
72	BIDU Baidu Inc	$10.1M	0.2%	88,200	NEW
73	Arm Holdings Plc	$10.0M	0.2%	28,090	-74%
74	CVNA Carvana Co	$9.9M	0.2%	151,000	NEW
75	RDDT Reddit Inc	$9.8M	0.2%	56,550	NEW
76	AA Alcoa Corp	$9.7M	0.2%	185,640	-88%
77	TMO Thermo Fisher Scientific Inc	$9.6M	0.2%	19,200	NEW
78	Danaher Corp Del	$9.6M	0.2%	50,300	NEW
79	FFIV F5 Inc	$9.2M	0.2%	22,000	NEW
80	VIST Vista Energy S.A.B. De C.V.	$8.6M	0.2%	134,700	—
81	Skeena Res Ltd New	$8.0M	0.2%	300,200	NEW
82	JBS Jbs N.V.	$7.8M	0.1%	655,900	—
83	GLUE Monte Rosa Therapeutics Inc	$7.2M	0.1%	297,600	NEW
84	RLAY Relay Therapeutics Inc	$6.5M	0.1%	349,000	NEW
85	DBVT Dbv Technologies S A Sponsored	$6.3M	0.1%	383,363	—
86	Ccc Intelligent Solutions Hl	$6.0M	0.1%	1,170,900	NEW
87	Uwm Holdings Corporation	$5.9M	0.1%	2,583,000	NEW
88	NVTS Navitas Semiconductor Corp	$5.6M	0.1%	311,100	NEW
89	Solstice Advanced Matls Inc	$5.5M	0.1%	62,525	—
90	FTAI Ftai Aviation Ltd	$5.5M	0.1%	20,200	NEW
91	BEAM Beam Therapeutics Inc	$5.3M	0.1%	153,600	NEW
92	AUR Aurora Innovation Inc	$4.3M	0.1%	633,700	NEW
93	Iren Limited	$4.0M	0.1%	87,100	NEW
94	Grupo Financiero Galicia S.A	$3.0M	0.1%	59,500	NEW
95	WVE Wave Life Sciences Ltd	$1.0M	0%	173,000	—

Exited since Mar 31, 2026

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Built from the firm's public quarterly Form 13F filings. 13F reports cover reportable U.S.-listed long positions and listed options only, are published up to 45 days after quarter end, and exclude short positions, most non-U.S. holdings, and other instruments — so this is a delayed, partial view by design. Nothing here is investment advice.