Stanley Druckenmiller

Duquesne Family Office · 13F for the quarter to 30 June 2026, filed 14 August 2026

Portfolio: $4.4B
Stocks: 85
Largest: NTRA

Portfolio

As of 30 June 2026. The change is in shares, against the 13F for 31 March 2026; a stock split is taken out. Read the 13F

Stock	Weight	Value	Shares	Change
NTRANatera Inc	20%	$864.9M	3,186,306	+4%
TSMTaiwan Semiconductor Manufac	6.5%	$281.6M	589,680	+19%
STMStmicroelectronics N V	5.3%	$232.4M	3,102,880	+19%
INSMInsmed Inc	3.5%	$151.9M	1,424,690	+23%
FOXAFox Corp	3.3%	$144.6M	2,837,200	New position

Every holding and move is free with an account

Stock	Weight	Value	Shares	Change
YPFYpf Sociedad Anonima	3.3%	$142.7M	3,138,897	-3%
AMZNAmazon	3.0%	$129.1M	541,600	+over 10x
TBBBBbb Foods Inc	2.8%	$120.9M	2,901,733	-7%
GOOGLAlphabet	2.8%	$120.2M	336,300	New position
EWZIshares Inc	2.7%	$118.5M	3,436,170	Unchanged
STXSeagate Technology	2.7%	$117.7M	122,000	+141%
UALUnited Airlines	2.5%	$108.1M	794,795	+203%
SESea Ltd	2.4%	$105.4M	1,099,905	Unchanged
CDWCdw Corp	2.4%	$104.6M	743,950	New position
NAMSNewamsterdam Pharma Company	2.4%	$104.0M	3,070,146	Unchanged
SNDKSandisk	1.8%	$79.4M	34,900	-9%
RVMDRevolution Medicines Inc	1.7%	$74.8M	399,587	+27%
BTDRBitdeer Technologies Group	1.5%	$64.7M	4,074,993	New position
CRHCrh Plc	1.4%	$59.2M	553,555	+47%
DALDelta Air Lines	1.3%	$56.5M	603,000	New position
FLRFluor Corp	1.2%	$51.5M	982,200	New position
DHID R Horton Inc	1.1%	$48.7M	299,000	New position
CPNGCoupang Inc	1.1%	$46.3M	2,667,485	Unchanged
AMDAMD	1.0%	$42.3M	72,900	New position
PANWPalo Alto Networks	0.9%	$39.8M	116,650	New position
CLFCleveland-Cliffs Inc New	0.9%	$39.6M	4,216,184	+82%
HUTHut 8	0.8%	$36.3M	314,150	New position
CAICaris Life Sciences Inc	0.8%	$33.8M	1,894,450	Unchanged
ARGTGlobal X Fds	0.7%	$30.0M	328,800	-15%
WWDWoodward Inc	0.7%	$28.6M	67,194	-68%
NUVBNuvation Bio Inc	0.6%	$25.8M	4,539,800	Unchanged
PTGXProtagonist Therapeutics Inc	0.6%	$25.6M	208,900	+31%
ROKURoku	0.6%	$25.4M	184,055	-75%
CVCOCavco Inds Inc Del	0.6%	$24.3M	39,500	New position
ADMAAdma Biologics Inc	0.5%	$23.3M	2,784,110	+80%
PURRHyperliquid Strategies Inc	0.5%	$23.1M	2,941,500	New position
RMBSRambus Inc Del	0.5%	$23.0M	173,000	New position
RYTMRhythm Pharmaceuticals Inc	0.5%	$22.6M	203,618	New position
SKYChampion Homes Inc	0.5%	$22.4M	254,400	New position
DAKTDaktronics Inc	0.5%	$22.0M	1,123,109	+100%
PCTPurecycle Technologies Inc	0.5%	$21.7M	2,681,415	+178%
SCCOSouthern Copper Corp	0.5%	$21.4M	123,060	+1%
LINLinde Plc	0.5%	$21.4M	41,200	Unchanged
ENTGEntegris Inc	0.5%	$21.3M	118,300	New position
Teva Pharmaceutical Inds Ltd	0.5%	$21.2M	624,999	-74%
UUnity Software	0.5%	$21.1M	738,785	Unchanged
AEVAAeva Technologies Inc	0.5%	$20.7M	720,175	New position
RIOTRiot Platforms	0.5%	$20.7M	754,800	New position
QQnity Electronics Inc	0.5%	$20.5M	125,655	Unchanged
EQIXEquinix Inc	0.4%	$19.2M	18,450	New position
LRCXLam Research	0.4%	$18.9M	43,600	New position
DFTXDefinium Therapeutics Inc	0.4%	$16.8M	356,600	New position
BLTEBelite Bio Inc Sponsored	0.4%	$16.3M	106,100	Unchanged
RSPInvesco Exchange Traded Fd T	0.4%	$15.8M	74,400	New position
TXG10X Genomics Inc	0.4%	$15.5M	403,100	New position
WABWabtec	0.4%	$15.3M	56,595	-40%
LLYEli Lilly	0.3%	$14.8M	12,380	New position
XENEXenon Pharmaceuticals Inc	0.3%	$14.4M	238,600	Unchanged
OLMAOlema Pharmaceuticals Inc	0.3%	$12.3M	986,827	Unchanged
RGENRepligen Corp	0.2%	$10.6M	77,400	New position
RKTRocket Companies	0.2%	$10.3M	652,220	New position
BIDUBaidu Inc	0.2%	$10.1M	88,200	New position
ARMArm Holdings Plc	0.2%	$10.0M	28,090	-74%
CVNACarvana	0.2%	$9.9M	151,000	New position
RDDTReddit	0.2%	$9.8M	56,550	New position
AAAlcoa Corp	0.2%	$9.7M	185,640	-88%
TMOThermo Fisher Scientific	0.2%	$9.6M	19,200	New position
DHRDanaher Corp Del	0.2%	$9.6M	50,300	New position
FFIVF5 Inc	0.2%	$9.2M	22,000	New position
VISTVista Energy S.A.B. De C.V.	0.2%	$8.6M	134,700	Unchanged
SKESkeena Res Ltd New	0.2%	$8.0M	300,200	New position
JBSJbs N.V.	0.2%	$7.8M	655,900	Unchanged
GLUEMonte Rosa Therapeutics Inc	0.2%	$7.2M	297,600	New position
RLAYRelay Therapeutics Inc	0.1%	$6.5M	349,000	New position
DBVTDbv Technologies S A Sponsored	0.1%	$6.3M	383,363	Unchanged
CCCCcc Intelligent Solutions Hl	0.1%	$6.0M	1,170,900	New position
UWMCUwm Holdings Corporation	0.1%	$5.9M	2,583,000	New position
NVTSNavitas Semiconductor Corp	0.1%	$5.6M	311,100	New position
SOLSSolstice Advanced Matls Inc	0.1%	$5.5M	62,525	Unchanged
FTAIFtai Aviation Ltd	0.1%	$5.5M	20,200	New position
BEAMBeam Therapeutics	0.1%	$5.3M	153,600	New position
AURAurora Innovation Inc	0.1%	$4.3M	633,700	New position
IRENIREN	0.1%	$4.0M	87,100	New position
GGALGrupo Financiero Galicia S.A	0.1%	$3.0M	59,500	New position
Wave Life Sciences Ltd	<0.1%	$1.0M	173,000	Unchanged

Moves since the 13F

Form 4 trades in companies where the firm is an insider, and Schedules 13D and 13G, filed once a stake passes 5%.

14 September 2026traded 31 March 2026StakeGMTLGuardian Metal Resources PLC12.7% of the company24,699,825 shares13G/A
14 September 2026traded 31 March 2026StakeGMTLGuardian Metal Resources PLC12.7% of the company24,699,825 shares13G
29 July 2026traded 30 June 2026StakeTBBBBbb Foods Inc3.7% of the company2,901,733 shares13G

Sold out during the quarter

Stock	Weight	Value	Shares
AVGOBroadcom	2.1%	$60.6M	195,955
OPCHOption Care Health Inc	1.7%	$50.3M	1,868,550
FIGRFigure	1.3%	$39.1M	1,150,415
QSRRestaurant Brands Intl Inc	1.1%	$33.6M	454,435
LSCCLattice Semiconductor Corp	1.0%	$30.0M	323,135

Every holding and move is free with an account

Stock	Weight	Value	Shares
HUMHumana Inc	0.8%	$23.8M	137,505
TWLOTwilio Inc	0.8%	$22.9M	181,760
JBLJabil Inc	0.7%	$21.8M	82,200
GSGIshares S&P Gsci Commodity-	0.7%	$20.7M	643,000
BEBloom Energy	0.6%	$18.5M	136,320
INTCIntel	0.6%	$18.2M	411,400
NETCloudflare	0.4%	$10.8M	52,535
LYBLyondellbasell Industries Nv	0.4%	$10.6M	131,435
TWSTTwist Bioscience Corp	0.3%	$9.8M	206,000
COHRCoherent	0.3%	$9.6M	40,400
CLSCelestica	0.3%	$9.4M	33,275
STUBStubhub Hldgs Inc	0.3%	$8.5M	1,367,177
MUMicron	0.3%	$7.9M	23,400
ECHOEchostar Corp	0.2%	$7.1M	60,765
ALMAlmonty Inds Inc	0.2%	$6.8M	469,880
LITELumentum	0.2%	$4.9M	6,963
MELIMercadolibre Inc	0.2%	$4.8M	2,766
WLKWestlake Corporation	0.1%	$2.5M	21,194

Source: Form 13F, Form 4 and Schedules 13D and 13G filed with the SEC. A 13F lists US-listed shares only (no short positions, no cash, no holdings abroad); options and bonds are left out here. Values are at the quarter's end, as the firm reported them. Super investor portfolios