Stanley Druckenmiller portfolio: what Duquesne Family Office holds
Stanley Druckenmiller ran Duquesne Capital from 1981 to 2010. Today he manages the family office Duquesne Family Office and is regarded as one of the best macro investors.
Stock portfolio value
$4.4B
Stock positions
86
Report date
30 June 2026
Filed
14 August 2026
Largest positions
| # | Company | Weight | Value | Last quarter |
|---|---|---|---|---|
| 1 | Natera IncNTRA | 16.6% | $864.9M | Added +4% |
| 2 | Taiwan Semiconductor ManufacTSM | 5.4% | $281.6M | Added +19% |
| 3 | Stmicroelectronics N VSTM | 4.5% | $232.4M | Added +19% |
| 4 | Insmed IncINSM | 2.9% | $151.9M | Added +23% |
| 5 | Ypf Sociedad AnonimaYPF | 2.7% | $142.7M | Trimmed -3% |
| 6 | Amazon Com IncAMZN | 2.5% | $129.1M | Added +1,083% |
| 7 | Bbb Foods Inc | 2.3% | $120.9M | Trimmed -7% |
| 8 | Alphabet IncGOOGL | 2.3% | $120.2M | New |
| 9 | Ishares IncEWZ | 2.3% | $118.5M | — |
| 10 | Seagate Technology Hldngs Pl | 2.3% | $117.7M | Added +141% |
| 11 | Fox Corp (Cl A Com)FOXA | 2.2% | $115.0M | New |
| 12 | United Airls Hldgs IncUAL | 2.1% | $108.1M | Added +203% |
| 13 | Sea LtdSE | 2% | $105.4M | — |
| 14 | Cdw CorpCDW | 2% | $104.6M | New |
| 15 | Newamsterdam Pharma Company | 2% | $104.0M | — |
| 16 | Sandisk CorpSNDK | 1.5% | $79.4M | Trimmed -9% |
| 17 | Revolution Medicines IncRVMD | 1.4% | $74.8M | Added +27% |
| 18 | Bitdeer Technologies Group | 1.2% | $64.7M | New |
| 19 | Crh Plc | 1.1% | $59.2M | Added +47% |
| 20 | Delta Air Lines IncDAL | 1.1% | $56.5M | New |
New positions last quarter
- Alphabet Inc$120.2M
- Fox Corp (Cl A Com)$115.0M
- Cdw Corp$104.6M
- Bitdeer Technologies Group$64.7M
- Delta Air Lines Inc$56.5M
- Fluor Corp$51.5M
- D R Horton Inc$48.7M
- Advanced Micro Devices Inc$42.3M
- Palo Alto Networks Inc$39.8M
- Hut 8 Corp$36.3M
Positions sold
- Broadcom Inc$60.6M
- Option Care Health Inc$50.3M
- Figure Technology Solutio$39.1M
- Restaurant Brands Intl Inc$33.6M
- Lattice Semiconductor Corp$30.0M
- Humana Inc$23.8M
- Twilio Inc$22.9M
- Jabil Inc$21.8M
- Ishares S&P Gsci Commodity-$20.7M
- Bloom Energy Corp$18.5M
Source: SEC filing. Values count stock positions only; options are left out of the totals and tables.
About Stanley Druckenmiller
- Duquesne reportedly averaged an annual return of around 30% and never had a losing year.
- He was the lead portfolio manager of George Soros's Quantum Fund during the famous bet against the British pound in 1992.
- He closed the fund in 2010 and has since managed only his own money.
- He rotates his portfolio often and sharply, so his quarterly filings are interesting.
How to use this page
A 13F filing shows what a manager held on the last day of a quarter, published up to 45 days later. It is a snapshot, not a trading signal: the manager may already have bought or sold since. Learn more in How to read 13F filings.
For information only, not investment advice. 13F filings are delayed by up to 45 days and do not show cash, bonds, short positions or non-US stocks.