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Stanley Druckenmiller portfolio: holdings and latest trades

The stocks Duquesne Family Office reported in its latest 13F filing, for Q2 2026: 86 positions worth about $4.4B, what was bought and sold in the quarter, and who Druckenmiller is.

Data updated August 14, 2026 (13F for Q2 2026)

13F portfolio value
$4.4B
Positions
86
Top 10 holdings
52%
Change in value vs previous quarter
+51.7%

Stanley Druckenmiller top holdings (Q2 2026)

#Stock% of portfolioValueLast quarter
1NTRA Natera Inc19.9%$865MAdded 4%
2TSM Taiwan Semiconductor-Sp ADR6.5%$282MAdded 19%
3STM Stmicroelectronics Nv-Ny Shs5.3%$232MAdded 19%
4INSM Insmed Inc3.5%$152MAdded 23%
5YPF Ypf S.A.-Sponsored ADR3.3%$143MTrimmed 3%
6AMZN Amazon.Com Inc3.0%$129MAdded 1083%
7TBBB Bbb Foods Inc2.8%$121MTrimmed 7%
8GOOGL Alphabet Inc-Cl A2.8%$120MNew
9EWZ iShares Msci Brazil ETF2.7%$119MUnchanged
10FOXA Fox Corp - Class A2.6%$115MNew
11UAL United Airlines Holdings Inc2.5%$108MAdded 203%
12SE Sea Ltd-ADR2.4%$105MUnchanged
13CDW Cdw Corp/De2.4%$105MNew
14NAMS Newamsterdam Pharma Company2.4%$104MUnchanged
15SNDK Sandisk Corp1.8%$79MTrimmed 8%
16RVMD Revolution Medicines Inc1.7%$75MAdded 27%
17BTDR Bitdeer Technologies Group1.5%$65MNew
18DAL Delta Air Lines Inc1.3%$56MNew
19FLR Fluor Corp1.2%$51MNew
20DHI Dr Horton Inc1.1%$49MNew
21CPNG Coupang Inc1.1%$46MUnchanged
22AMD Advanced Micro Devices1.0%$42MNew
23PANW Palo Alto Networks Inc0.9%$40MNew
24CLF Cleveland-Cliffs Inc0.9%$40MAdded 82%
25HUT Hut 8 Corp0.8%$36MNew
26CAI Caris Life Sciences Inc0.8%$34MUnchanged
27ARGT Global X Msci Argentina ETF0.7%$30MTrimmed 15%
28FOX Fox Corp - Class B0.7%$30MNew
29WWD Woodward Inc0.7%$29MTrimmed 68%
30NUVB Nuvation Bio Inc0.6%$26MUnchanged

Showing the 30 largest of 86 positions.

What Druckenmiller bought and sold in Q2 2026

Bought or added

  • GOOGL Alphabet Inc-Cl ANew
  • AMZN Amazon.Com IncAdded 1083%
  • FOXA Fox Corp - Class ANew
  • CDW Cdw Corp/DeNew
  • UAL United Airlines Holdings IncAdded 203%
  • — Seagate Technology Hldngs PlAdded 141%
  • BTDR Bitdeer Technologies GroupNew
  • DAL Delta Air Lines IncNew
  • FLR Fluor CorpNew
  • DHI Dr Horton IncNew

Sold or reduced

  • ROKU Roku IncTrimmed 75%
  • AA Alcoa CorpTrimmed 88%
  • WWD Woodward IncTrimmed 68%
  • AVGO Broadcom IncSold out
  • — Teva Pharmaceutical Inds LtdTrimmed 74%
  • OPCH Option Care Health IncSold out
  • FIGR Figure Technology Solut-Cl ASold out
  • QSR Restaurant Brands InternSold out
  • LSCC Lattice Semiconductor CorpSold out
  • ARM Arm Holdings Plc-ADRTrimmed 74%

Changes in number of shares against the 13F for the previous quarter (Q1 2026), largest first.

Who is Stanley Druckenmiller

Role
Founder of Duquesne Capital, now a family office
Fund
Duquesne Family Office, founded 1981
Investment style
Macro-driven, concentrated and willing to change positions quickly.
Known for
The 1992 pound trade at the Quantum Fund

Stanley Druckenmiller founded Duquesne Capital in 1981 and from 1988 also managed George Soros’s Quantum Fund, where he led the 1992 bet against the pound. Duquesne posted no losing year over three decades before he returned outside money in 2010.

He now manages his own wealth through the Duquesne Family Office, whose 13F is followed for his large, fast-moving bets on technology and other sectors.

  • •The 1992 pound trade at the Quantum Fund
  • •Three decades without a losing year at Duquesne
  • •Concentrated, quickly changing positions

How to read 13F data

A 13F filing lists the US-listed stocks, ETFs and some options a manager held at the end of a quarter. It is filed up to 45 days after the quarter ends, so positions may have changed since. It does not show short positions, bonds, cash, foreign-listed shares or private investments, so for many funds it is only part of the picture.

Questions

What stocks does Stanley Druckenmiller own?

According to the 13F filing of Duquesne Family Office for Q2 2026 (period ending June 30, 2026), the largest holdings were Natera Inc (NTRA) 19.9%, Taiwan Semiconductor-Sp ADR (TSM) 6.5%, Stmicroelectronics Nv-Ny Shs (STM) 5.3%, Insmed Inc (INSM) 3.5%, Ypf S.A.-Sponsored ADR (YPF) 3.3%, out of 86 positions worth about $4.4B.

What did Druckenmiller buy and sell last quarter?

New or larger positions in Q2 2026: GOOGL, AMZN, FOXA, CDW, UAL, Seagate Technology Hldngs Pl. Sold or reduced: ROKU, AA, WWD, AVGO, Teva Pharmaceutical Inds Ltd, OPCH. Changes are measured in shares against the previous quarter’s filing.

How up to date is Duquesne Family Office’s portfolio?

13F filings are due within 45 days after each quarter ends. This page shows the filing made on August 14, 2026 for the quarter ended June 30, 2026; the fund may have traded since.

What does a 13F filing leave out?

A 13F filing lists the US-listed stocks, ETFs and some options a manager held at the end of a quarter. It is filed up to 45 days after the quarter ends, so positions may have changed since. It does not show short positions, bonds, cash, foreign-listed shares or private investments, so for many funds it is only part of the picture.

Other famous investors

Source: SEC Form 13F-HR filings via EDGAR. Holdings are as reported by the manager for the quarter shown and may have changed since. Educational content, not investment advice: MEDGE Capital does not recommend buying or selling any security. Risk disclaimer.