Investor portfolio · SEC Form 13F · Q2 2026
Stanley Druckenmiller's portfolio (Duquesne Family Office)
Stanley Druckenmiller ran Duquesne Capital Management for nearly three decades before returning outside capital in 2010. Duquesne Family Office manages his own money.
Holdings as of June 30, 2026
Filed with the SEC Aug 14, 2026
Compared with Q1 2026 (Mar 31, 2026)
13F filer: Duquesne Family Office LLC
Reported value$5.21Bas of Jun 30, 2026
Positions959 are listed options
Top 10 holdings45.8%of reported value
New positions48opened in Q2 2026
Added to17more shares
Reduced10fewer shares
Sold out23fully exited
Stanley Druckenmiller's holdings — Q2 2026
sorted by share of reported value · click a column to sort| Stock | % of portfolio | Value | Shares | Change in shares | Q2 2026 |
|---|---|---|---|---|---|
NTRANatera, Inc.
|
16.60% | $864.92M | 3.19M | +122.70K (+4.0%) | Added |
TSMTAIWAN SEMICONDUCTOR MANUFACTURING CO LTD
|
5.40% | $281.61M | 589.68K | +94.40K (+19.1%) | Added |
STMSTMicroelectronics N.V.
|
4.46% | $232.38M | 3.10M | +490.00K (+18.8%) | Added |
Invesco Exchange Traded Fd TS&P500 EQL WGTCall
|
3.35% | $174.68M | 821.00K | 0 | No change |
INSMINSMED Inc
|
2.92% | $151.90M | 1.42M | +270.60K (+23.4%) | Added |
Ishares IncMSCI BRAZIL ETFCall
|
2.80% | $145.87M | 4.23M | 0 | No change |
INSMINSMED IncCall
|
2.76% | $143.94M | 1.35M | +1.35M | New |
YPFYPF SOCIEDAD ANONIMA
|
2.74% | $142.73M | 3.14M | -97.06K (-3.0%) | Reduced |
| 2.48% | $129.09M | 541.60K | +495.80K (+1082.5%) | Added | |
TBBBBBB FOODS INC
|
2.32% | $120.92M | 2.90M | -207.47K (-6.7%) | Reduced |
| 2.31% | $120.18M | 336.30K | +336.30K | New | |
Ishares IncMSCI BRAZIL ETF
|
2.27% | $118.55M | 3.44M | 0 | No change |
| 2.26% | $117.73M | 122.00K | +71.30K (+140.6%) | Added | |
| 2.21% | $114.99M | 2.20M | +2.20M | New | |
AMZNAmazonCall
|
2.10% | $109.47M | 459.30K | +259.30K (+129.7%) | Added |
| 2.07% | $108.08M | 794.79K | +532.30K (+202.8%) | Added | |
SESea Ltd
|
2.02% | $105.40M | 1.10M | 0 | No change |
| 2.01% | $104.63M | 743.95K | +743.95K | New | |
NAMSNewAmsterdam Pharma Co N.V.
|
2.00% | $104.05M | 3.07M | 0 | No change |
Ishares TrRUSSELL 2000 ETFCall
|
1.90% | $99.15M | 330.00K | +251.00K (+317.7%) | Added |
| 1.52% | $79.35M | 34.90K | -3.25K (-8.5%) | Reduced | |
RVMDRevolution Medicines, Inc.
|
1.44% | $74.83M | 399.59K | +83.73K (+26.5%) | Added |
| 1.29% | $67.21M | 90.00K | 0 | No change | |
BTDRBitdeer Technologies Group
|
1.24% | $64.67M | 4.07M | +4.07M | New |
| 1.14% | $59.23M | 553.55K | +176.00K (+46.6%) | Added | |
| 1.08% | $56.48M | 603.00K | +603.00K | New | |
TSLATeslaCall
|
1.02% | $53.00M | 126.00K | +126.00K | New |
| 0.99% | $51.46M | 982.20K | +982.20K | New | |
| 0.93% | $48.70M | 299.00K | +299.00K | New | |
CPNGCoupang, Inc.
|
0.89% | $46.33M | 2.67M | 0 | No change |
| 0.81% | $42.35M | 72.90K | +72.90K | New | |
| 0.76% | $39.78M | 116.65K | +116.65K | New | |
| 0.76% | $39.59M | 4.22M | +1.90M (+82.2%) | Added | |
HUTHut 8 Corp.
|
0.70% | $36.27M | 314.15K | +314.15K | New |
CDWCDWCall
|
0.67% | $35.16M | 250.00K | +250.00K | New |
CAICaris Life Sciences, Inc.
|
0.65% | $33.76M | 1.89M | 0 | No change |
Global X FdsGB MSCI AR ETF
|
0.58% | $30.02M | 328.80K | -58.60K (-15.1%) | Reduced |
| 0.57% | $29.63M | 632.60K | +632.60K | New | |
| 0.55% | $28.59M | 67.19K | -144.16K (-68.2%) | Reduced | |
| 0.54% | $28.16M | 50.00K | +50.00K | New | |
NUVBNuvation Bio Inc.
|
0.49% | $25.79M | 4.54M | 0 | No change |
| 0.49% | $25.61M | 208.90K | +49.20K (+30.8%) | Added | |
| 0.49% | $25.43M | 184.06K | -566.13K (-75.5%) | Reduced | |
| 0.47% | $24.27M | 39.50K | +39.50K | New | |
| 0.45% | $23.30M | 2.78M | +1.24M (+80.1%) | Added | |
PURRHyperliquid Strategies Inc
|
0.44% | $23.15M | 2.94M | +2.94M | New |
| 0.44% | $22.96M | 173.00K | +173.00K | New | |
RYTMRHYTHM PHARMACEUTICALS, INC.
|
0.43% | $22.61M | 203.62K | +203.62K | New |
| 0.43% | $22.42M | 254.40K | +254.40K | New | |
DAKTDAKTRONICS INC
|
0.42% | $21.97M | 1.12M | +560.47K (+99.6%) | Added |
PCTPureCycle Technologies, Inc.
|
0.42% | $21.75M | 2.68M | +1.72M (+178.4%) | Added |
SCCOSOUTHERN COPPER CORP/
|
0.41% | $21.44M | 123.06K | +1.22K (+1.0%) | Added |
| 0.41% | $21.38M | 41.20K | 0 | No change | |
| 0.41% | $21.28M | 118.30K | +118.30K | New | |
TEVATEVA PHARMACEUTICAL INDUSTRIES LTD
|
0.41% | $21.18M | 625.00K | -1.75M (-73.7%) | Reduced |
UUnity Software Inc.
|
0.41% | $21.11M | 738.78K | 0 | No change |
AEVAAeva Technologies, Inc.
|
0.40% | $20.68M | 720.17K | +720.17K | New |
RIOTRiot Platforms, Inc.
|
0.40% | $20.67M | 754.80K | +754.80K | New |
| 0.39% | $20.52M | 125.66K | 0 | No change | |
| 0.37% | $19.23M | 18.45K | +18.45K | New | |
| 0.36% | $18.89M | 43.60K | +43.60K | New | |
DFTXDefinium Therapeutics, Inc.
|
0.32% | $16.77M | 356.60K | +356.60K | New |
BLTEBELITE BIO, INC
|
0.31% | $16.34M | 106.10K | 0 | No change |
Invesco Exchange Traded Fd TS&P500 EQL WGT
|
0.30% | $15.83M | 74.40K | +74.40K | New |
TXG10x Genomics, Inc.
|
0.30% | $15.46M | 403.10K | +403.10K | New |
| 0.29% | $15.26M | 56.59K | -38.30K (-40.4%) | Reduced | |
| 0.28% | $14.85M | 12.38K | +12.38K | New | |
XENEXenon Pharmaceuticals Inc.
|
0.28% | $14.40M | 238.60K | 0 | No change |
OLMAOlema Pharmaceuticals, Inc.
|
0.24% | $12.35M | 986.83K | 0 | No change |
| 0.20% | $10.56M | 77.40K | +77.40K | New | |
RKTRocket Companies, Inc.
|
0.20% | $10.27M | 652.22K | +652.22K | New |
BIDUBaidu, Inc.
|
0.19% | $10.08M | 88.20K | +88.20K | New |
| 0.19% | $9.96M | 28.09K | -78.61K (-73.7%) | Reduced | |
| 0.19% | $9.94M | 151.00K | +151.00K | New | |
| 0.19% | $9.82M | 56.55K | +56.55K | New | |
| 0.19% | $9.68M | 185.64K | -1.31M (-87.6%) | Reduced | |
| 0.18% | $9.63M | 19.20K | +19.20K | New | |
| 0.18% | $9.58M | 50.30K | +50.30K | New | |
| 0.18% | $9.15M | 22.00K | +22.00K | New | |
VISTVista Energy, S.A.B. de C.V.
|
0.16% | $8.59M | 134.70K | 0 | No change |
SKESkeena Resources Ltd
|
0.15% | $8.00M | 300.20K | +300.20K | New |
JBSJBS N.V.
|
0.15% | $7.77M | 655.90K | 0 | No change |
GLUEMonte Rosa Therapeutics, Inc.
|
0.14% | $7.20M | 297.60K | +297.60K | New |
RLAYRelay Therapeutics, Inc.
|
0.13% | $6.53M | 349.00K | +349.00K | New |
DBVTDBV Technologies S.A.
|
0.12% | $6.29M | 383.36K | 0 | No change |
CCCCCC Intelligent Solutions Holdings Inc.
|
0.12% | $6.04M | 1.17M | +1.17M | New |
UWMCUWM Holdings Corp
|
0.11% | $5.92M | 2.58M | +2.58M | New |
NVTSNavitas Semiconductor Corp
|
0.11% | $5.58M | 311.10K | +311.10K | New |
| 0.11% | $5.54M | 62.52K | 0 | No change | |
FTAIFTAI Aviation Ltd.
|
0.10% | $5.46M | 20.20K | +20.20K | New |
BEAMBeam Therapeutics Inc.
|
0.10% | $5.27M | 153.60K | +153.60K | New |
AURAurora Innovation, Inc.
|
0.08% | $4.32M | 633.70K | +633.70K | New |
IRENIREN Ltd
|
0.08% | $3.98M | 87.10K | +87.10K | New |
GGALGRUPO FINANCIERO GALICIA SA
|
0.06% | $2.98M | 59.50K | +59.50K | New |
WVEWave Life Sciences, Inc.
|
0.02% | $1.00M | 173.00K | 0 | No change |
Put and call options are listed by the manager at the market value of the underlying shares, not the price paid for the options, and a put is a bet on a falling price.
What Stanley Druckenmiller bought and sold in Q2 2026
by number of shares, vs. the 13F for Q1 2026New positions (48)
| Stock | Shares | Value | % of portfolio |
|---|---|---|---|
INSMINSMED IncCall
| 1.35M | $143.94M | 2.76% |
| 336.30K | $120.18M | 2.31% | |
| 2.20M | $114.99M | 2.21% | |
| 743.95K | $104.63M | 2.01% | |
BTDRBitdeer Technologies Group
| 4.07M | $64.67M | 1.24% |
| 603.00K | $56.48M | 1.08% | |
TSLATeslaCall
| 126.00K | $53.00M | 1.02% |
| 982.20K | $51.46M | 0.99% | |
| 299.00K | $48.70M | 0.93% | |
| 72.90K | $42.35M | 0.81% | |
| 116.65K | $39.78M | 0.76% | |
HUTHut 8 Corp.
| 314.15K | $36.27M | 0.70% |
CDWCDWCall
| 250.00K | $35.16M | 0.67% |
| 632.60K | $29.63M | 0.57% | |
| 50.00K | $28.16M | 0.54% | |
| 39.50K | $24.27M | 0.47% | |
PURRHyperliquid Strategies Inc
| 2.94M | $23.15M | 0.44% |
| 173.00K | $22.96M | 0.44% | |
RYTMRHYTHM PHARMACEUTICALS, INC.
| 203.62K | $22.61M | 0.43% |
| 254.40K | $22.42M | 0.43% | |
| 118.30K | $21.28M | 0.41% | |
AEVAAeva Technologies, Inc.
| 720.17K | $20.68M | 0.40% |
RIOTRiot Platforms, Inc.
| 754.80K | $20.67M | 0.40% |
| 18.45K | $19.23M | 0.37% | |
| 43.60K | $18.89M | 0.36% |
Plus 23 smaller new positions in the full holdings table.
Sold out (23)
| Stock | Shares sold | Value in Q1 2026 | Was % of portfolio |
|---|---|---|---|
| −195.96K | $60.65M | 1.80% | |
| −1.87M | $50.30M | 1.49% | |
FIGRFigure Technology Solutions, Inc.
| −1.15M | $39.06M | 1.16% |
QSRRestaurant Brands International Inc.
| −454.44K | $33.58M | 0.99% |
| −323.13K | $29.97M | 0.89% | |
| −137.50K | $23.84M | 0.71% | |
| −181.76K | $22.87M | 0.68% | |
| −82.20K | $21.84M | 0.65% | |
Ishares S&P Gsci Commodity-UNIT BEN INT
| −643.00K | $20.74M | 0.61% |
| −136.32K | $18.47M | 0.55% | |
| −411.40K | $18.16M | 0.54% | |
NETCloudflare, Inc.
| −52.53K | $10.84M | 0.32% |
| −131.44K | $10.59M | 0.31% | |
TWSTTwist Bioscience Corp
| −206.00K | $9.79M | 0.29% |
| −40.40K | $9.62M | 0.28% | |
CLSCELESTICA INC
| −33.27K | $9.37M | 0.28% |
STUBStubHub Holdings, Inc.
| −1.37M | $8.53M | 0.25% |
| −23.40K | $7.91M | 0.23% | |
| −60.77K | $7.11M | 0.21% | |
ALMAlmonty Industries Inc.
| −469.88K | $6.80M | 0.20% |
| −6.96K | $4.89M | 0.14% | |
| −2.77K | $4.78M | 0.14% | |
| −21.19K | $2.48M | 0.07% |
Added to (17)
| Stock | Shares added | Change | % of portfolio |
|---|---|---|---|
| +495.80K | +1082.5% | 2.48% | |
Ishares TrRUSSELL 2000 ETFCall
| +251.00K | +317.7% | 1.90% |
| +532.30K | +202.8% | 2.07% | |
| +71.30K | +140.6% | 2.26% | |
AMZNAmazonCall
| +259.30K | +129.7% | 2.10% |
TSMTAIWAN SEMICONDUCTOR MANUFACTURING CO LTD
| +94.40K | +19.1% | 5.40% |
STMSTMicroelectronics N.V.
| +490.00K | +18.8% | 4.46% |
NTRANatera, Inc.
| +122.70K | +4.0% | 16.60% |
INSMINSMED Inc
| +270.60K | +23.4% | 2.92% |
| +176.00K | +46.6% | 1.14% | |
| +1.90M | +82.2% | 0.76% | |
RVMDRevolution Medicines, Inc.
| +83.73K | +26.5% | 1.44% |
PCTPureCycle Technologies, Inc.
| +1.72M | +178.4% | 0.42% |
DAKTDAKTRONICS INC
| +560.47K | +99.6% | 0.42% |
| +1.24M | +80.1% | 0.45% | |
| +49.20K | +30.8% | 0.49% | |
SCCOSOUTHERN COPPER CORP/
| +1.22K | +1.0% | 0.41% |
Reduced (10)
| Stock | Shares sold | Change | % of portfolio |
|---|---|---|---|
| -566.13K | -75.5% | 0.49% | |
| -1.31M | -87.6% | 0.19% | |
| -144.16K | -68.2% | 0.55% | |
TEVATEVA PHARMACEUTICAL INDUSTRIES LTD
| -1.75M | -73.7% | 0.41% |
| -78.61K | -73.7% | 0.19% | |
| -38.30K | -40.4% | 0.29% | |
TBBBBBB FOODS INC
| -207.47K | -6.7% | 2.32% |
| -3.25K | -8.5% | 1.52% | |
Global X FdsGB MSCI AR ETF
| -58.60K | -15.1% | 0.58% |
YPFYPF SOCIEDAD ANONIMA
| -97.06K | -3.0% | 2.74% |
Changes compare share counts in the two filings, so they show net buying or selling over the quarter, not individual trades or prices paid.
How to read a 13F. Investment managers file Form 13F within 45 days after each quarter ends, so these holdings show Duquesne Family Office's positions on June 30, 2026; it may have bought or sold since. The report covers only long positions in US-listed stocks, ETFs, certain convertible bonds and listed options. Short sales, cash, most bonds, private companies and shares traded only outside the US are left out, so a 13F is a partial and delayed view. Percentages are each position's share of the total value reported in the filing, not of the firm's total assets.
Filings behind this page
EDGAR ↗- 13F-HR Q2 2026 · filed Aug 14, 2026 by Duquesne Family Office LLC0001536411-26-000006 ↗
- 13F-HR Q1 2026 · filed May 15, 2026 by Duquesne Family Office LLC0001536411-26-000004 ↗
Frequently asked questions
What is Stanley Druckenmiller's largest holding?
As of June 30, 2026, the largest position in Duquesne Family Office's 13F is Natera, Inc. (NTRA), at 16.6% of the reported portfolio and worth $864.92M. The top 10 positions add up to 45.8% of the $5.21B reported.
What did Stanley Druckenmiller buy and sell in Q2 2026?
Compared with Q1 2026, the Q2 2026 13F shows 48 new positions (largest: INSMED Inc, Alphabet Inc. (Class A), Fox Corporation (Class A)), 17 positions increased, 10 reduced and 23 sold out (largest: Broadcom, Option Care Health, Figure Technology Solutions, Inc.). Changes are measured in shares between the two quarter-end reports.
How current is this portfolio?
Duquesne Family Office's latest 13F was filed on August 14, 2026 and shows holdings as of June 30, 2026. Managers have 45 days after each quarter ends to file, and the next report is due about 45 days after the following quarter end, so positions can be several months old by the time you read them.
Does the 13F show everything Stanley Druckenmiller owns?
No. Form 13F covers long positions in US-listed stocks, ETFs and listed options. Short positions, cash, bonds, private investments and most shares listed only outside the US are not reported, so the 13F is a partial view of the portfolio.
Source: SEC Form 13F filings (Duquesne Family Office LLC, CIK 1536411), as reported by the manager; tickers matched to issuer names by Flash Finance US. Not investment advice.