Duquesne Family Office Stanley Druckenmiller
Holdings as of the end of Q2 2026, reported in its 13F filing on Aug 14, 2026; changes vs Q1 2026. Source
Reported value
$4.4B
at quarter-end prices
Positions
86
top 10 are 52% of it
Bought · Q2 2026
55
44 new, 11 added 20%+
Sold · Q2 2026
29
23 sold out, 6 cut 20%+
Holdings 86
| # | Stock | Company | Shares | Value | Of portfolio | Shares vs Q1 2026 |
|---|---|---|---|---|---|---|
| 1 | NTRA | Natera Inc | 3,186,306 | $864.9M | 19.9% | +4% |
| 2 | TSM | Taiwan Semiconductor Manufac | 589,680 | $281.6M | 6.5% | +19% |
| 3 | STM | Stmicroelectronics N V | 3,102,880 | $232.4M | 5.3% | +19% |
| 4 | INSM | Insmed Inc | 1,424,690 | $151.9M | 3.5% | +23% |
| 5 | YPF | Ypf Sociedad Anonima | 3,138,897 | $142.7M | 3.3% | -3% |
| 6 | AMZN | Amazon Com Inc | 541,600 | $129.1M | 3.0% | +1083% |
| 7 | TBBB | Bbb Foods Inc | 2,901,733 | $120.9M | 2.8% | -7% |
| 8 | GOOGL | Alphabet Inc | 336,300 | $120.2M | 2.8% | new |
| 9 | EWZ | Ishares Inc | 3,436,170 | $118.5M | 2.7% | — |
| 10 | — | Seagate Technology Hldngs Pl | 122,000 | $117.7M | 2.7% | +141% |
| 11 | FOXA | Fox Corp | 2,204,600 | $115M | 2.6% | new |
| 12 | UAL | United Airls Hldgs Inc | 794,795 | $108.1M | 2.5% | +203% |
| 13 | SE | Sea Ltd | 1,099,905 | $105.4M | 2.4% | — |
| 14 | CDW | Cdw Corp | 743,950 | $104.6M | 2.4% | new |
| 15 | — | Newamsterdam Pharma Company | 3,070,146 | $104M | 2.4% | — |
| 16 | SNDK | Sandisk Corp | 34,900 | $79.4M | 1.8% | -9% |
| 17 | RVMD | Revolution Medicines Inc | 399,587 | $74.8M | 1.7% | +27% |
| 18 | BTDR | Bitdeer Technologies Group | 4,074,993 | $64.7M | 1.5% | new |
| 19 | — | Crh Plc | 553,555 | $59.2M | 1.4% | +47% |
| 20 | DAL | Delta Air Lines Inc | 603,000 | $56.5M | 1.3% | new |
| 21 | FLR | Fluor Corp | 982,200 | $51.5M | 1.2% | new |
| 22 | DHI | D R Horton Inc | 299,000 | $48.7M | 1.1% | new |
| 23 | CPNG | Coupang Inc | 2,667,485 | $46.3M | 1.1% | — |
| 24 | AMD | Advanced Micro Devices Inc | 72,900 | $42.3M | 0.97% | new |
| 25 | PANW | Palo Alto Networks Inc | 116,650 | $39.8M | 0.91% | new |
| 26 | CLF | Cleveland-Cliffs Inc New | 4,216,184 | $39.6M | 0.91% | +82% |
| 27 | HUT | Hut 8 Corp | 314,150 | $36.3M | 0.83% | new |
| 28 | CAI | Caris Life Sciences Inc | 1,894,450 | $33.8M | 0.78% | — |
| 29 | ARGT | Global X Fds | 328,800 | $30M | 0.69% | -15% |
| 30 | FOX | Fox Corp | 632,600 | $29.6M | 0.68% | new |
| 31 | WWD | Woodward Inc | 67,194 | $28.6M | 0.66% | -68% |
| 32 | NUVB | Nuvation Bio Inc | 4,539,800 | $25.8M | 0.59% | — |
| 33 | PTGX | Protagonist Therapeutics Inc | 208,900 | $25.6M | 0.59% | +31% |
| 34 | ROKU | Roku Inc | 184,055 | $25.4M | 0.58% | -75% |
| 35 | CVCO | Cavco Inds Inc Del | 39,500 | $24.3M | 0.56% | new |
| 36 | ADMA | Adma Biologics Inc | 2,784,110 | $23.3M | 0.54% | +80% |
| 37 | PURR | Hyperliquid Strategies Inc | 2,941,500 | $23.1M | 0.53% | new |
| 38 | RMBS | Rambus Inc Del | 173,000 | $23M | 0.53% | new |
| 39 | RYTM | Rhythm Pharmaceuticals Inc | 203,618 | $22.6M | 0.52% | new |
| 40 | SKY | Champion Homes Inc | 254,400 | $22.4M | 0.51% | new |
| 41 | DAKT | Daktronics Inc | 1,123,109 | $22M | 0.50% | +100% |
| 42 | PCT | Purecycle Technologies Inc | 2,681,415 | $21.7M | 0.50% | +178% |
| 43 | SCCO | Southern Copper Corp | 123,060 | $21.4M | 0.49% | +1% |
| 44 | LIN | Linde Plc | 41,200 | $21.4M | 0.49% | — |
| 45 | ENTG | Entegris Inc | 118,300 | $21.3M | 0.49% | new |
| 46 | — | Teva Pharmaceutical Inds Ltd | 624,999 | $21.2M | 0.49% | -74% |
| 47 | U | Unity Software Inc | 738,785 | $21.1M | 0.48% | — |
| 48 | AEVA | Aeva Technologies Inc | 720,175 | $20.7M | 0.48% | new |
| 49 | RIOT | Riot Platforms Inc | 754,800 | $20.7M | 0.47% | new |
| 50 | Q | Qnity Electronics Inc | 125,655 | $20.5M | 0.47% | — |
| 51 | EQIX | Equinix Inc | 18,450 | $19.2M | 0.44% | new |
| 52 | LRCX | Lam Research Corp | 43,600 | $18.9M | 0.43% | new |
| 53 | DFTX | Definium Therapeutics Inc | 356,600 | $16.8M | 0.39% | new |
| 54 | BLTE | Belite Bio Inc Sponsored | 106,100 | $16.3M | 0.38% | — |
| 55 | RSP | Invesco Exchange Traded Fd T | 74,400 | $15.8M | 0.36% | new |
| 56 | TXG | 10X Genomics Inc | 403,100 | $15.5M | 0.35% | new |
| 57 | WAB | Wabtec | 56,595 | $15.3M | 0.35% | -40% |
| 58 | LLY | Eli Lilly & Co | 12,380 | $14.8M | 0.34% | new |
| 59 | XENE | Xenon Pharmaceuticals Inc | 238,600 | $14.4M | 0.33% | — |
| 60 | OLMA | Olema Pharmaceuticals Inc | 986,827 | $12.3M | 0.28% | — |
| 61 | RGEN | Repligen Corp | 77,400 | $10.6M | 0.24% | new |
| 62 | RKT | Rocket Cos Inc | 652,220 | $10.3M | 0.24% | new |
| 63 | BIDU | Baidu Inc | 88,200 | $10.1M | 0.23% | new |
| 64 | ARM | Arm Holdings Plc | 28,090 | $10M | 0.23% | -74% |
| 65 | CVNA | Carvana Co | 151,000 | $9.9M | 0.23% | new |
| 66 | RDDT | Reddit Inc | 56,550 | $9.8M | 0.23% | new |
| 67 | AA | Alcoa Corp | 185,640 | $9.7M | 0.22% | -88% |
| 68 | TMO | Thermo Fisher Scientific Inc | 19,200 | $9.6M | 0.22% | new |
| 69 | DHR | Danaher Corp Del | 50,300 | $9.6M | 0.22% | new |
| 70 | FFIV | F5 Inc | 22,000 | $9.2M | 0.21% | new |
| 71 | VIST | Vista Energy S.A.B. De C.V. | 134,700 | $8.6M | 0.20% | — |
| 72 | SKE | Skeena Res Ltd New | 300,200 | $8M | 0.18% | new |
| 73 | JBS | Jbs N.V. | 655,900 | $7.8M | 0.18% | — |
| 74 | GLUE | Monte Rosa Therapeutics Inc | 297,600 | $7.2M | 0.17% | new |
| 75 | RLAY | Relay Therapeutics Inc | 349,000 | $6.5M | 0.15% | new |
| 76 | DBVT | Dbv Technologies S A Sponsored | 383,363 | $6.3M | 0.14% | — |
| 77 | CCC | Ccc Intelligent Solutions Hl | 1,170,900 | $6M | 0.14% | new |
| 78 | UWMC | Uwm Holdings Corporation | 2,583,000 | $5.9M | 0.14% | new |
| 79 | NVTS | Navitas Semiconductor Corp | 311,100 | $5.6M | 0.13% | new |
| 80 | SOLS | Solstice Advanced Matls Inc | 62,525 | $5.5M | 0.13% | — |
| 81 | — | Ftai Aviation Ltd | 20,200 | $5.5M | 0.13% | new |
| 82 | BEAM | Beam Therapeutics Inc | 153,600 | $5.3M | 0.12% | new |
| 83 | AUR | Aurora Innovation Inc | 633,700 | $4.3M | 0.10% | new |
| 84 | IREN | Iren Limited | 87,100 | $4M | 0.09% | new |
| 85 | GGAL | Grupo Financiero Galicia S.A | 59,500 | $3M | 0.07% | new |
| 86 | WVE | Wave Life Sciences Ltd | 173,000 | $1M | 0.02% | — |
Sold out in Q2 2026 23
| Stock | Company | Shares held in Q1 2026 | Value then | Of portfolio then |
|---|---|---|---|---|
| AVGO | Broadcom Inc | 195,955 | $60.6M | 2.1% |
| OPCH | Option Care Health Inc | 1,868,550 | $50.3M | 1.7% |
| FIGR | Figure Technology Solutio | 1,150,415 | $39.1M | 1.3% |
| QSR | Restaurant Brands Intl Inc | 454,435 | $33.6M | 1.1% |
| LSCC | Lattice Semiconductor Corp | 323,135 | $30M | 1.0% |
| HUM | Humana Inc | 137,505 | $23.8M | 0.81% |
| TWLO | Twilio Inc | 181,760 | $22.9M | 0.78% |
| JBL | Jabil Inc | 82,200 | $21.8M | 0.74% |
| GSG | Ishares S&P Gsci Commodity- | 643,000 | $20.7M | 0.71% |
| BE | Bloom Energy Corp | 136,320 | $18.5M | 0.63% |
| INTC | Intel Corp | 411,400 | $18.2M | 0.62% |
| NET | Cloudflare Inc | 52,535 | $10.8M | 0.37% |
| LYB | Lyondellbasell Industries Nv | 131,435 | $10.6M | 0.36% |
| TWST | Twist Bioscience Corp | 206,000 | $9.8M | 0.33% |
| COHR | Coherent Corp | 40,400 | $9.6M | 0.33% |
| CLS | Celestica Inc | 33,275 | $9.4M | 0.32% |
| STUB | Stubhub Hldgs Inc | 1,367,177 | $8.5M | 0.29% |
| MU | Micron Technology Inc | 23,400 | $7.9M | 0.27% |
| ECHO | Echostar Corp | 60,765 | $7.1M | 0.24% |
| ALM | Almonty Inds Inc | 469,880 | $6.8M | 0.23% |
| LITE | Lumentum Hldgs Inc | 6,963 | $4.9M | 0.17% |
| MELI | Mercadolibre Inc | 2,766 | $4.8M | 0.16% |
| WLK | Westlake Corporation | 21,194 | $2.5M | 0.08% |
13F filings list US-listed long positions (stocks and ADRs) at the quarter's end: no shorts, cash, bonds or foreign shares; options and principal amounts are left out here. Trades made after the quarter ended don't show until the next filing. Changes compare share counts with the quarter before (splits can show as adds). Not investment advice.