Stanley Druckenmiller: Duquesne Family Office portfolio

Q: What does Stanley Druckenmiller own?

Duquesne Family Office's latest 13F filing (quarter ended 30 Jun 2026, filed 14 Aug 2026) lists 95 holdings worth $5.2 B. The biggest is Natera, Inc., 16.6% of the portfolio.

Q: What did Stanley Druckenmiller buy and sell last quarter?

New positions: Insmed Incorporate, Alphabet Inc. Class , Fox Corporation Class . Sold out: Broadcom Inc, Option Care Health, Inc, Figure Technology Solutions, Inc. Class .

Q: When is the next 13F filing?

13F reports are due within 45 days of each quarter end: by about 15 February, 15 May, 14 August and 14 November.

Q: What is a 13F filing?

A 13F is a quarterly report that every US investment manager with more than $100 million in US-listed stocks must file with the SEC. It lists the stocks (and listed options) the manager held at the end of the quarter: the number of shares and their value.

Q: How up to date are these holdings?

Managers have up to 45 days after the end of each quarter to file, so a 13F shows the portfolio as it was on the last day of the quarter, six to fifteen weeks before you read it. The investor may have bought or sold since.

Q: Does a 13F show everything an investor owns?

No. It shows long positions in US-listed stocks, ETFs and listed options only. Short sales, cash, most bonds, foreign shares, private companies and other assets are not included, and the SEC can let a manager keep a position confidential for a while.

From SEC 13F filings

Duquesne Family Office's US stock holdings from its latest 13F filing.

Stanley Druckenmiller · Duquesne Family Office

Portfolio value

$5.2 B

Holdings

Quarter end

Q2 2026

Filed

14 Aug 2026

Top 10 holdings

45.8%

New / sold out

48 / 23

Stanley Druckenmiller: what Duquesne Family Office reported holding on 30 Jun 2026, compared with Q1 2026. The filing on the SEC website · All investors

Top holdings · Q2 2026

Company	Value	% of portfolio%	Shares	Change
Natera, Inc.	$864.9 M	16.6%	3.2 M	+4.0%
Taiwan Semiconductor Manufacturing Company Ltd.	$281.6 M	5.4%	589.7 K	+19.1%
STMicroelectronics N.V.	$232.4 M	4.5%	3.1 M	+18.8%
Invesco Exchange Traded FD T Call options	$174.7 M	3.4%	821 K	No change
Insmed Incorporated	$151.9 M	2.9%	1.4 M	+23.4%
Ishares Inc Call options	$145.9 M	2.8%	4.2 M	No change
Insmed Incorporated Call options	$143.9 M	2.8%	1.4 M	New
YPF Sociedad Anonima (ADR)	$142.7 M	2.7%	3.1 M	-3.0%
Amazon.com, Inc.	$129.1 M	2.5%	541.6 K	+1,083%
BBB Foods Inc. Class A	$120.9 M	2.3%	2.9 M	-6.7%

New buys in Q2 2026

Company	Value	% of portfolio%	Shares	Change
Insmed Incorporated Call options	$143.9 M	2.8%	1.4 M	New
Alphabet Inc. Class A	$120.2 M	2.3%	336.3 K	New
Fox Corporation Class A	$115.0 M	2.2%	2.2 M	New
CDW Corporation	$104.6 M	2.0%	744 K	New
Bitdeer Technologies Group	$64.7 M	1.2%	4.1 M	New
Delta Air Lines, Inc.	$56.5 M	1.1%	603 K	New
Tesla, Inc. Call options	$53.0 M	1.0%	126 K	New
Fluor Corporation	$51.5 M	1.0%	982.2 K	New
D.R. Horton, Inc.	$48.7 M	0.9%	299 K	New
Advanced Micro Devices, Inc.	$42.3 M	0.8%	72.9 K	New
Palo Alto Networks, Inc.	$39.8 M	0.8%	116.7 K	New
Hut 8 Corp.	$36.3 M	0.7%	314.2 K	New
CDW Corporation Call options	$35.2 M	0.7%	250 K	New
Fox Corporation Class B	$29.6 M	0.6%	632.6 K	New
Meta Platforms, Inc. Class A Call options	$28.2 M	0.5%	50 K	New
Cavco Industries, Inc.	$24.3 M	0.5%	39.5 K	New
Hyperliquid Strategies Inc	$23.2 M	0.4%	2.9 M	New
Rambus, Inc.	$23.0 M	0.4%	173 K	New
Rhythm Pharmaceuticals, Inc.	$22.6 M	0.4%	203.6 K	New
Champion Homes, Inc.	$22.4 M	0.4%	254.4 K	New
Entegris, Inc.	$21.3 M	0.4%	118.3 K	New
Aeva Technologies, Inc.	$20.7 M	0.4%	720.2 K	New
Riot Platforms, Inc.	$20.7 M	0.4%	754.8 K	New
Equinix, Inc.	$19.2 M	0.4%	18.5 K	New
Lam Research Corporation	$18.9 M	0.4%	43.6 K	New

Sold out in Q2 2026

Company	Value before	% before%	Shares sold
Broadcom Inc.	$60.7 M	1.8%	196 K
Option Care Health, Inc.	$50.3 M	1.5%	1.9 M
Figure Technology Solutions, Inc. Class A	$39.1 M	1.2%	1.2 M
Restaurant Brands International Inc.	$33.6 M	1.0%	454.4 K
Lattice Semiconductor Corporation	$30.0 M	0.9%	323.1 K
Humana Inc.	$23.8 M	0.7%	137.5 K
Twilio Inc. Class A	$22.9 M	0.7%	181.8 K
Jabil Inc.	$21.8 M	0.6%	82.2 K
Ishares S&p Gsci Commodity-	$20.7 M	0.6%	643 K
Bloom Energy Corporation Class A	$18.5 M	0.5%	136.3 K
Intel Corporation	$18.2 M	0.5%	411.4 K
Cloudflare, Inc. Class A	$10.8 M	0.3%	52.5 K
LyondellBasell Industries NV Class A (Netherlands)	$10.6 M	0.3%	131.4 K
Twist Bioscience Corporation	$9.8 M	0.3%	206 K
Coherent Corp.	$9.6 M	0.3%	40.4 K
Celestica, Inc.	$9.4 M	0.3%	33.3 K
StubHub Holdings, Inc. Class A	$8.5 M	0.3%	1.4 M
Micron Technology, Inc.	$7.9 M	0.2%	23.4 K
EchoStar Corporation	$7.1 M	0.2%	60.8 K
Almonty Industries Inc.	$6.8 M	0.2%	469.9 K
Lumentum Holdings Inc.	$4.9 M	0.1%	6,963
MercadoLibre, Inc.	$4.8 M	0.1%	2,766
Westlake Corporation	$2.5 M	0.1%	21.2 K

Biggest additions in Q2 2026

Company	Value	% of portfolio%	Shares	Change
Amazon.com, Inc.	$129.1 M	2.5%	541.6 K	+1,083%
Ishares TR Call options	$99.1 M	1.9%	330 K	+317.7%
United Airlines Holdings, Inc.	$108.1 M	2.1%	794.8 K	+202.8%
Seagate Technology Holdings PLC (Ireland)	$117.7 M	2.3%	122 K	+140.6%
Amazon.com, Inc. Call options	$109.5 M	2.1%	459.3 K	+129.7%
Taiwan Semiconductor Manufacturing Company Ltd.	$281.6 M	5.4%	589.7 K	+19.1%
STMicroelectronics N.V.	$232.4 M	4.5%	3.1 M	+18.8%
Natera, Inc.	$864.9 M	16.6%	3.2 M	+4.0%
Insmed Incorporated	$151.9 M	2.9%	1.4 M	+23.4%
CRH PLC	$59.2 M	1.1%	553.6 K	+46.6%

Biggest cuts in Q2 2026

Company	Value	% of portfolio%	Shares	Change
ROKU	$25.4 M	0.5%	184.1 K	-75.5%
Alcoa Corporation	$9.7 M	0.2%	185.6 K	-87.6%
Woodward, Inc.	$28.6 M	0.5%	67.2 K	-68.2%
Teva Pharmaceutical Industries Limited	$21.2 M	0.4%	625 K	-73.7%
Arm Holdings plc (ADR)	$10.0 M	0.2%	28.1 K	-73.7%
Wabtec	$15.3 M	0.3%	56.6 K	-40.4%
BBB Foods Inc. Class A	$120.9 M	2.3%	2.9 M	-6.7%
Sandisk Corporation When-Issued	$79.4 M	1.5%	34.9 K	-8.5%
Global X FDS	$30.0 M	0.6%	328.8 K	-15.1%
YPF Sociedad Anonima (ADR)	$142.7 M	2.7%	3.1 M	-3.0%

All holdings · 95

Company	Value	% of portfolio%	Shares	Change
Natera, Inc.	$864.9 M	16.6%	3.2 M	+4.0%
Taiwan Semiconductor Manufacturing Company Ltd.	$281.6 M	5.4%	589.7 K	+19.1%
STMicroelectronics N.V.	$232.4 M	4.5%	3.1 M	+18.8%
Invesco Exchange Traded FD T Call options	$174.7 M	3.4%	821 K	No change
Insmed Incorporated	$151.9 M	2.9%	1.4 M	+23.4%
Ishares Inc Call options	$145.9 M	2.8%	4.2 M	No change
Insmed Incorporated Call options	$143.9 M	2.8%	1.4 M	New
YPF Sociedad Anonima (ADR)	$142.7 M	2.7%	3.1 M	-3.0%
Amazon.com, Inc.	$129.1 M	2.5%	541.6 K	+1,083%
BBB Foods Inc. Class A	$120.9 M	2.3%	2.9 M	-6.7%
Alphabet Inc. Class A	$120.2 M	2.3%	336.3 K	New
Ishares Inc	$118.5 M	2.3%	3.4 M	No change
Seagate Technology Holdings PLC (Ireland)	$117.7 M	2.3%	122 K	+140.6%
Fox Corporation Class A	$115.0 M	2.2%	2.2 M	New
Amazon.com, Inc. Call options	$109.5 M	2.1%	459.3 K	+129.7%
United Airlines Holdings, Inc.	$108.1 M	2.1%	794.8 K	+202.8%
Sea Limited (ADR)	$105.4 M	2.0%	1.1 M	No change
CDW Corporation	$104.6 M	2.0%	744 K	New
NewAmsterdam Pharma Company N.V.	$104.0 M	2.0%	3.1 M	No change
Ishares TR Call options	$99.1 M	1.9%	330 K	+317.7%
Sandisk Corporation When-Issued	$79.4 M	1.5%	34.9 K	-8.5%
Revolution Medicines, Inc.	$74.8 M	1.4%	399.6 K	+26.5%
State STR Spdr S&p 500 Etf T Call options	$67.2 M	1.3%	90 K	No change
Bitdeer Technologies Group	$64.7 M	1.2%	4.1 M	New
CRH PLC	$59.2 M	1.1%	553.6 K	+46.6%
Delta Air Lines, Inc.	$56.5 M	1.1%	603 K	New
Tesla, Inc. Call options	$53.0 M	1.0%	126 K	New
Fluor Corporation	$51.5 M	1.0%	982.2 K	New
D.R. Horton, Inc.	$48.7 M	0.9%	299 K	New
Coupang, Inc. Class A	$46.3 M	0.9%	2.7 M	No change
Advanced Micro Devices, Inc.	$42.3 M	0.8%	72.9 K	New
Palo Alto Networks, Inc.	$39.8 M	0.8%	116.7 K	New
Cleveland-Cliffs Inc.	$39.6 M	0.8%	4.2 M	+82.2%
Hut 8 Corp.	$36.3 M	0.7%	314.2 K	New
CDW Corporation Call options	$35.2 M	0.7%	250 K	New
Caris Life Sciences, Inc.	$33.8 M	0.6%	1.9 M	No change
Global X FDS	$30.0 M	0.6%	328.8 K	-15.1%
Fox Corporation Class B	$29.6 M	0.6%	632.6 K	New
Woodward, Inc.	$28.6 M	0.5%	67.2 K	-68.2%
Meta Platforms, Inc. Class A Call options	$28.2 M	0.5%	50 K	New
Nuvation Bio Inc. Class A	$25.8 M	0.5%	4.5 M	No change
Protagonist Therapeutics, Inc.	$25.6 M	0.5%	208.9 K	+30.8%
ROKU	$25.4 M	0.5%	184.1 K	-75.5%
Cavco Industries, Inc.	$24.3 M	0.5%	39.5 K	New
ADMA Biologics Inc	$23.3 M	0.4%	2.8 M	+80.1%
Hyperliquid Strategies Inc	$23.2 M	0.4%	2.9 M	New
Rambus, Inc.	$23.0 M	0.4%	173 K	New
Rhythm Pharmaceuticals, Inc.	$22.6 M	0.4%	203.6 K	New
Champion Homes, Inc.	$22.4 M	0.4%	254.4 K	New
Daktronics, Inc.	$22.0 M	0.4%	1.1 M	+99.6%
PureCycle Technologies, Inc.	$21.7 M	0.4%	2.7 M	+178.4%
Southern Copper Corporation	$21.4 M	0.4%	123.1 K	+1.0%
Linde plc	$21.4 M	0.4%	41.2 K	No change
Entegris, Inc.	$21.3 M	0.4%	118.3 K	New
Teva Pharmaceutical Industries Limited	$21.2 M	0.4%	625 K	-73.7%
Unity Software Inc.	$21.1 M	0.4%	738.8 K	No change
Aeva Technologies, Inc.	$20.7 M	0.4%	720.2 K	New
Riot Platforms, Inc.	$20.7 M	0.4%	754.8 K	New
Qnity Electronics, Inc.	$20.5 M	0.4%	125.7 K	No change
Equinix, Inc.	$19.2 M	0.4%	18.5 K	New
Lam Research Corporation	$18.9 M	0.4%	43.6 K	New
Definium Therapeutics, Inc.	$16.8 M	0.3%	356.6 K	New
Belite Bio, Inc (ADR)	$16.3 M	0.3%	106.1 K	No change
Invesco Exchange Traded FD T	$15.8 M	0.3%	74.4 K	New
10x Genomics, Inc.	$15.5 M	0.3%	403.1 K	New
Wabtec	$15.3 M	0.3%	56.6 K	-40.4%
Eli Lilly and Company	$14.8 M	0.3%	12.4 K	New
Xenon Pharmaceuticals Inc.	$14.4 M	0.3%	238.6 K	No change
Olema Pharmaceuticals Inc	$12.3 M	0.2%	986.8 K	No change
Repligen Corporation	$10.6 M	0.2%	77.4 K	New
Rocket Companies, Inc. Class A	$10.3 M	0.2%	652.2 K	New
Baidu, Inc. (ADR)	$10.1 M	0.2%	88.2 K	New
Arm Holdings plc (ADR)	$10.0 M	0.2%	28.1 K	-73.7%
Carvana Co. Class A	$9.9 M	0.2%	151 K	New
Reddit, Inc. Class A	$9.8 M	0.2%	56.6 K	New
Alcoa Corporation	$9.7 M	0.2%	185.6 K	-87.6%
Thermo Fisher Scientific Inc	$9.6 M	0.2%	19.2 K	New
Danaher Corporation	$9.6 M	0.2%	50.3 K	New
F5, Inc.	$9.2 M	0.2%	22 K	New
Vista Energy S.A.B. de C.V. (ADR)	$8.6 M	0.2%	134.7 K	No change
Skeena Resources Limited	$8.0 M	0.2%	300.2 K	New
JBS N.V. Class A	$7.8 M	0.1%	655.9 K	No change
Monte Rosa Therapeutics, Inc.	$7.2 M	0.1%	297.6 K	New
Relay Therapeutics, Inc.	$6.5 M	0.1%	349 K	New
DBV Technologies S.A. (ADR)	$6.3 M	0.1%	383.4 K	No change
CCC Intelligent Solutions Holdings Inc.	$6.0 M	0.1%	1.2 M	New
UWM Holdings Corporation Class A	$5.9 M	0.1%	2.6 M	New
Navitas Semiconductor Corporation	$5.6 M	0.1%	311.1 K	New
Solstice Advanced Materials Inc.	$5.5 M	0.1%	62.5 K	No change
FTAI Aviation Ltd.	$5.5 M	0.1%	20.2 K	New
Beam Therapeutics Inc.	$5.3 M	0.1%	153.6 K	New
Aurora Innovation, Inc. Class A	$4.3 M	0.1%	633.7 K	New
IREN Limited	$4.0 M	0.1%	87.1 K	New
Grupo Financiero Galicia S.A. (ADR)	$3.0 M	0.1%	59.5 K	New
Wave Life Sciences, Inc.	$1.0 M	<0.1%	173 K	No change

From Duquesne Family Office's 13F filing with the US SEC for the quarter ended 30 Jun 2026, filed 14 Aug 2026. A 13F shows long positions in US-listed stocks and listed options only (no short sales, cash, bonds outside the list or foreign shares) and is filed up to 45 days after the quarter ends, so the portfolio may have changed since. Change = shares now vs the previous quarter (stock splits allowed for). Call and put options are shown at the value of the shares they cover. Information only, not investment advice.

From SEC 13F filings, published up to 45 days after each quarter ends; shows long US stock positions only. Information only, not investment advice.

What does Stanley Druckenmiller own?

Duquesne Family Office's latest 13F filing (quarter ended 30 Jun 2026, filed 14 Aug 2026) lists 95 holdings worth $5.2 B. The biggest is Natera, Inc., 16.6% of the portfolio.

What did Stanley Druckenmiller buy and sell last quarter?

New positions: Insmed Incorporate, Alphabet Inc. Class , Fox Corporation Class . Sold out: Broadcom Inc, Option Care Health, Inc, Figure Technology Solutions, Inc. Class .

When is the next 13F filing?

13F reports are due within 45 days of each quarter end: by about 15 February, 15 May, 14 August and 14 November.

What is a 13F filing?

A 13F is a quarterly report that every US investment manager with more than $100 million in US-listed stocks must file with the SEC. It lists the stocks (and listed options) the manager held at the end of the quarter: the number of shares and their value.

How up to date are these holdings?

Managers have up to 45 days after the end of each quarter to file, so a 13F shows the portfolio as it was on the last day of the quarter, six to fifteen weeks before you read it. The investor may have bought or sold since.

Does a 13F show everything an investor owns?

No. It shows long positions in US-listed stocks, ETFs and listed options only. Short sales, cash, most bonds, foreign shares, private companies and other assets are not included, and the SEC can let a manager keep a position confidential for a while.