Duquesne Family Office13F
Stanley Druckenmiller · Macro · quarter ending 2026-06-30, filed 2026-08-14 · SEC filing
Stock portfolio
$4.4B
Positions
86
Above their Pivot
59%
New positions
15
New positions this quarter
Sold out completely
Holdings
| Stock | Weight | Value | Last quarter | vs Pivot | Score | Trend | Other whales |
|---|---|---|---|---|---|---|---|
| NTRA Natera | 19.9% | $864.9M | added 4% | +54.4% | 40 | Above its Pivot | 4 |
| TSM Taiwan Semiconductor Manuf | 6.5% | $281.6M | added 19% | +5.3% | 22 | Above its Pivot | 15 |
| STM Stmicroelectronics | 5.3% | $232.4M | added 19% | -11.3% | 16 | Below its Pivot | 2 |
| INSM Insmed | 3.5% | $151.9M | added 23% | -26.5% | 25 | Below its Pivot | 1 |
| YPF YPF Sociedad Anonima | 3.3% | $142.7M | trimmed 3% | +10.1% | 48 | Above its Pivot | 0 |
| AMZN Amazon | 3.0% | $129.1M | added 1083% | +1.9% | 47 | Above its Pivot | 24 |
| TBBB BBB Foods | 2.8% | $120.9M | trimmed 7% | +41.6% | 70 | Above its Pivot | 0 |
| GOOGL Alphabet | 2.8% | $120.2M | New buy | -6.2% | 26 | Below its Pivot | 26 |
| EWZ Ishares | 2.7% | $118.5M | no change | — | — | 0 | |
| STX Seagate Technology Hldngs | 2.7% | $117.7M | added 141% | -7.8% | 17 | Below its Pivot | 10 |
| FOXA FOX | 2.6% | $115.0M | New buy | +6.6% | 61 | Above its Pivot | 0 |
| UAL United Airls | 2.5% | $108.1M | added 203% | -9.6% | 32 | Below its Pivot | 3 |
| SE SEA | 2.4% | $105.4M | no change | -25.4% | 16 | Below its Pivot | 6 |
| CDW CDW | 2.4% | $104.6M | New buy | +24.7% | 87 | Above its Pivot | 0 |
| NAMS Newamsterdam Pharma | 2.4% | $104.0M | no change | -34.6% | 32 | Below its Pivot | 2 |
| SNDK Sandisk | 1.8% | $79.4M | trimmed 9% | +0.1% | 17 | Above its Pivot | 4 |
| RVMD Revolution Medicines | 1.7% | $74.8M | added 27% | +21.2% | 37 | Above its Pivot | 3 |
| BTDR Bitdeer Technologies | 1.5% | $64.7M | New buy | -41.2% | 11 | Below its Pivot | 1 |
| CRH CRH | 1.4% | $59.2M | added 47% | -19.2% | 57 | Below its Pivot | 2 |
| DAL Delta AIR Lines | 1.3% | $56.5M | New buy | +0.4% | 34 | Above its Pivot | 2 |
| FLR Fluor | 1.2% | $51.5M | New buy | -10.6% | 25 | Below its Pivot | 1 |
| DHI D R Horton | 1.1% | $48.7M | New buy | -0.3% | 68 | Below its Pivot | 1 |
| CPNG Coupang | 1.1% | $46.3M | no change | -20.4% | 47 | Below its Pivot | 4 |
| AMD Advanced Micro Devices | 1.0% | $42.3M | New buy | +28.5% | 27 | Above its Pivot | 14 |
| PANW Palo Alto Networks | 0.9% | $39.8M | New buy | +43.7% | 43 | Above its Pivot | 6 |
| CLF Cleveland-cliffs | 0.9% | $39.6M | added 82% | +22.5% | 63 | Above its Pivot | 0 |
| HUT HUT 8 | 0.8% | $36.3M | New buy | -25.7% | 25 | Below its Pivot | 3 |
| CAI Caris Life Sciences | 0.8% | $33.8M | no change | +49.6% | 57 | Above its Pivot | 2 |
| ARGT Global X FDS | 0.7% | $30.0M | trimmed 15% | — | — | 0 | |
| FOX FOX | 0.7% | $29.6M | New buy | +5.9% | 61 | Above its Pivot | 0 |
| WWD Woodward | 0.7% | $28.6M | trimmed 68% | -16.8% | 28 | Below its Pivot | 0 |
| NUVB Nuvation BIO | 0.6% | $25.8M | no change | -16.3% | 38 | Below its Pivot | 0 |
| PTGX Protagonist Therapeutics | 0.6% | $25.6M | added 31% | +20.3% | 47 | Above its Pivot | 1 |
| ROKU Roku | 0.6% | $25.4M | trimmed 75% | +25.3% | 69 | Above its Pivot | 2 |
| CVCO Cavco Inds | 0.6% | $24.3M | New buy | -3.4% | 40 | Below its Pivot | 0 |
| ADMA Adma Biologics | 0.5% | $23.3M | added 80% | -4.0% | 63 | Below its Pivot | 1 |
| PURR Hyperliquid Strategies | 0.5% | $23.1M | New buy | — | — | 0 | |
| RMBS Rambus | 0.5% | $23.0M | New buy | -20.8% | 23 | Below its Pivot | 0 |
| RYTM Rhythm Pharmaceuticals | 0.5% | $22.6M | New buy | -8.4% | 43 | Below its Pivot | 4 |
| SKY Champion Homes | 0.5% | $22.4M | New buy | -4.6% | 37 | Below its Pivot | 0 |
| DAKT Daktronics | 0.5% | $22.0M | added 100% | +0.7% | 82 | Above its Pivot | 0 |
| PCT Purecycle Technologies | 0.5% | $21.7M | added 178% | -63.0% | 9 | Docked | 0 |
| SCCO Southern Copper | 0.5% | $21.4M | no change | -0.6% | 30 | Below its Pivot | 0 |
| LIN Linde | 0.5% | $21.4M | no change | +3.6% | 76 | Above its Pivot | 9 |
| ENTG Entegris | 0.5% | $21.3M | New buy | -1.8% | 29 | Below its Pivot | 0 |
| TEVA Teva Pharmaceutical Inds | 0.5% | $21.2M | trimmed 74% | +14.7% | 48 | Above its Pivot | 0 |
| U Unity Software | 0.5% | $21.1M | no change | +28.3% | 35 | Above its Pivot | 2 |
| AEVA Aeva Technologies | 0.5% | $20.7M | New buy | -40.7% | 20 | Below its Pivot | 0 |
| RIOT Riot Platforms | 0.5% | $20.7M | New buy | -35.7% | 13 | Below its Pivot | 1 |
| Q Qnity Electronics | 0.5% | $20.5M | no change | — | — | 0 | |
| EQIX Equinix | 0.4% | $19.2M | New buy | -5.0% | 33 | Below its Pivot | 5 |
| LRCX LAM Research | 0.4% | $18.9M | New buy | -18.8% | 6 | Docked | 11 |
| DFTX Definium Therapeutics | 0.4% | $16.8M | New buy | +22.8% | 48 | Above its Pivot | 2 |
| BLTE Belite BIO | 0.4% | $16.3M | no change | -8.3% | 38 | Below its Pivot | 0 |
| RSP Invesco Exchange Traded FD | 0.4% | $15.8M | New buy | +4.5% | 65 | Above its Pivot | 1 |
| TXG 10X Genomics | 0.3% | $15.5M | New buy | +82.8% | 25 | Above its Pivot | 1 |
| WAB Wabtec | 0.3% | $15.3M | trimmed 40% | +2.2% | 28 | Above its Pivot | 0 |
| LLY ELI Lilly & | 0.3% | $14.8M | New buy | +17.4% | 70 | Above its Pivot | 9 |
| XENE Xenon Pharmaceuticals | 0.3% | $14.4M | no change | -32.7% | 39 | Below its Pivot | 2 |
| OLMA Olema Pharmaceuticals | 0.3% | $12.3M | no change | -55.9% | 23 | Below its Pivot | 0 |
| RGEN Repligen | 0.2% | $10.6M | New buy | +22.5% | 40 | Above its Pivot | 1 |
| RKT Rocket COS | 0.2% | $10.3M | New buy | -21.5% | 51 | Below its Pivot | 1 |
| BIDU Baidu | 0.2% | $10.1M | New buy | -33.6% | 19 | Below its Pivot | 1 |
| ARM ARM | 0.2% | $10.0M | trimmed 74% | -7.0% | 11 | Below its Pivot | 0 |
| CVNA Carvana | 0.2% | $9.9M | New buy | -17.3% | 34 | Below its Pivot | 5 |
| RDDT Reddit | 0.2% | $9.8M | New buy | -11.2% | 44 | Below its Pivot | 4 |
| AA Alcoa | 0.2% | $9.7M | trimmed 88% | -33.5% | 21 | Below its Pivot | 0 |
| TMO Thermo Fisher Scientific | 0.2% | $9.6M | New buy | +22.7% | 49 | Above its Pivot | 6 |
| DHR Danaher | 0.2% | $9.6M | New buy | +14.6% | 60 | Above its Pivot | 4 |
| FFIV F5 | 0.2% | $9.2M | New buy | +26.5% | 49 | Above its Pivot | 0 |
| VIST Vista Energy S.a.b. DE C.v | 0.2% | $8.6M | no change | +12.5% | 74 | Above its Pivot | 0 |
| SKE Skeena RES | 0.2% | $8.0M | New buy | -8.1% | 42 | Below its Pivot | 0 |
| JBS JBS N.v. | 0.2% | $7.8M | no change | -12.2% | 60 | Below its Pivot | 0 |
| GLUE Monte Rosa Therapeutics | 0.2% | $7.2M | New buy | -38.8% | 56 | Below its Pivot | 1 |
| RLAY Relay Therapeutics | 0.1% | $6.5M | New buy | +23.5% | 42 | Above its Pivot | 2 |
| DBVT DBV Technologies S | 0.1% | $6.3M | no change | -43.1% | 39 | Below its Pivot | 2 |
| CCC CCC Intelligent Solutions | 0.1% | $6.0M | New buy | +26.0% | 82 | Above its Pivot | 1 |
| UWMC UWM | 0.1% | $5.9M | New buy | -49.8% | 59 | Below its Pivot | 0 |
| NVTS Navitas Semiconductor | 0.1% | $5.6M | New buy | -37.2% | 20 | Below its Pivot | 0 |
| SOLS Solstice Advanced Matls | 0.1% | $5.5M | no change | — | — | 0 |
Largest 80 of 86 positions. Click any stock for its trend and everyone else who owns it.
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Source: Form 13F-HR on SEC EDGAR. 13Fs are filed up to 45 days after the quarter ends and show only long US-listed positions.