Stanley Druckenmiller Portfolio · 13F Holdings & Trades
Stanley Druckenmiller reported 86 holdings in the 2026Q2 13F, with a total portfolio value of $4.4B. (Duquesne Family Office) 92 positions changed from the prior quarter (44 new, 15 increased, 10 reduced, 23 exited).
The most recent 13F holdings filed with the SEC by this manager are as of 2026Q2; holdings for later quarters (up to 2026Q3) are not in a 13F-HR.
Changes This Quarter (92)
| Stock | Action | Shares Change | Weight (%) | Value ($) |
|---|---|---|---|---|
| Natera Inc | Increased | 3,063,606 → 3,186,306 | 19.86 | 864,923,000 |
| Taiwan Semiconductor Manufac | Increased | 495,280 → 589,680 | 6.47 | 281,613,000 |
| Stmicroelectronics N V | Increased | 2,612,880 → 3,102,880 | 5.34 | 232,375,000 |
| Insmed Inc | Increased | 1,154,090 → 1,424,690 | 3.49 | 151,900,000 |
| Ypf Sociedad Anonima | Reduced | 3,235,962 → 3,138,897 | 3.28 | 142,726,000 |
| Amazon Com Inc | Increased | 45,800 → 541,600 | 2.96 | 129,085,000 |
| Bbb Foods Inc | Reduced | 3,109,202 → 2,901,733 | 2.78 | 120,915,000 |
| Alphabet Inc | New | New | 2.76 | 120,184,000 |
| Seagate Technology Hldngs Pl | Increased | 50,700 → 122,000 | 2.70 | 117,730,000 |
| Fox Corp | New | New | 2.64 | 114,992,000 |
| United Airls Hldgs Inc | Increased | 262,495 → 794,795 | 2.48 | 108,084,000 |
| Cdw Corp | New | New | 2.40 | 104,629,000 |
| Sandisk Corp | Reduced | 38,155 → 34,900 | 1.82 | 79,353,000 |
| Revolution Medicines Inc | Increased | 315,860 → 399,587 | 1.72 | 74,835,000 |
| Bitdeer Technologies Group | New | New | 1.49 | 64,670,000 |
| Crh Plc | Increased | 377,555 → 553,555 | 1.36 | 59,230,000 |
| Delta Air Lines Inc | New | New | 1.30 | 56,477,000 |
| Fluor Corp | New | New | 1.18 | 51,457,000 |
| D R Horton Inc | New | New | 1.12 | 48,701,000 |
| Advanced Micro Devices Inc | New | New | 0.97 | 42,348,000 |
| Cleveland-Cliffs Inc New | Increased | 2,313,455 → 4,216,184 | 0.91 | 39,590,000 |
| Palo Alto Networks Inc | New | New | 0.91 | 39,780,000 |
| Hut 8 Corp | New | New | 0.83 | 36,267,000 |
| Global X Fds | Reduced | 387,400 → 328,800 | 0.69 | 30,019,000 |
| Fox Corp | New | New | 0.68 | 29,631,000 |
| Woodward Inc | Reduced | 211,355 → 67,194 | 0.66 | 28,587,000 |
| Protagonist Therapeutics Inc | Increased | 159,700 → 208,900 | 0.59 | 25,607,000 |
| Roku Inc | Reduced | 750,190 → 184,055 | 0.58 | 25,425,000 |
| Cavco Inds Inc Del | New | New | 0.56 | 24,268,000 |
| Adma Biologics Inc | Increased | 1,545,610 → 2,784,110 | 0.54 | 23,303,000 |
| Hyperliquid Strategies Inc | New | New | 0.53 | 23,150,000 |
| Rambus Inc Del | New | New | 0.53 | 22,964,000 |
| Rhythm Pharmaceuticals Inc | New | New | 0.52 | 22,608,000 |
| Champion Homes Inc | New | New | 0.51 | 22,418,000 |
| Purecycle Technologies Inc | Increased | 963,189 → 2,681,415 | 0.50 | 21,746,000 |
| Daktronics Inc | Increased | 562,637 → 1,123,109 | 0.50 | 21,968,000 |
| Teva Pharmaceutical Inds Ltd | Reduced | 2,377,285 → 624,999 | 0.49 | 21,175,000 |
| Southern Copper Corp | Increased | 121,843 → 123,060 | 0.49 | 21,444,000 |
| Entegris Inc | New | New | 0.49 | 21,277,000 |
| Aeva Technologies Inc | New | New | 0.48 | 20,683,000 |
| Riot Platforms Inc | New | New | 0.47 | 20,666,000 |
| Equinix Inc | New | New | 0.44 | 19,232,000 |
| Lam Research Corp | New | New | 0.43 | 18,893,000 |
| Definium Therapeutics Inc | New | New | 0.39 | 16,774,000 |
| Invesco Exchange Traded Fd T | New | New | 0.36 | 15,830,000 |
| Wabtec | Reduced | 94,895 → 56,595 | 0.35 | 15,258,000 |
| 10X Genomics Inc | New | New | 0.35 | 15,455,000 |
| Eli Lilly & Co | New | New | 0.34 | 14,849,000 |
| Repligen Corp | New | New | 0.24 | 10,560,000 |
| Rocket Cos Inc | New | New | 0.24 | 10,272,000 |
Showing the top 50 by weight.
Top 15 Holdings
| Stock | Weight (%) | Shares | Value ($) |
|---|---|---|---|
| Natera Inc | 19.86 | 3,186,306 | 864,923,000 |
| Taiwan Semiconductor Manufac | 6.47 | 589,680 | 281,613,000 |
| Stmicroelectronics N V | 5.34 | 3,102,880 | 232,375,000 |
| Insmed Inc | 3.49 | 1,424,690 | 151,900,000 |
| Ypf Sociedad Anonima | 3.28 | 3,138,897 | 142,726,000 |
| Amazon Com Inc | 2.96 | 541,600 | 129,085,000 |
| Bbb Foods Inc | 2.78 | 2,901,733 | 120,915,000 |
| Alphabet Inc | 2.76 | 336,300 | 120,184,000 |
| Ishares Inc | 2.72 | 3,436,170 | 118,548,000 |
| Seagate Technology Hldngs Pl | 2.70 | 122,000 | 117,730,000 |
| Fox Corp | 2.64 | 2,204,600 | 114,992,000 |
| United Airls Hldgs Inc | 2.48 | 794,795 | 108,084,000 |
| Sea Ltd | 2.42 | 1,099,905 | 105,404,000 |
| Cdw Corp | 2.40 | 743,950 | 104,629,000 |
| Newamsterdam Pharma Company | 2.39 | 3,070,146 | 104,047,000 |
Top 15 Holdings · Quarterly Weight Trend
| Stock | 24Q3 | 24Q4 | 25Q1 | 25Q2 | 25Q3 | 25Q4 | 26Q1 | 26Q2 | Trend (shares) |
|---|---|---|---|---|---|---|---|---|---|
| Natera Inc | 15.87 | 15.88 | 16.13 | 13.32 | 13.16 | 13.63 | 20.86 | 19.86 | Up 2 qtrs in a row |
| Taiwan Semiconductor Manufac | 0.35 | 0.60 | 3.33 | 4.43 | 5.44 | 3.91 | 5.70 | 6.47 | — |
| Stmicroelectronics N V | — | — | — | — | — | 0.48 | 3.07 | 5.34 | Up 3 qtrs in a row |
| Insmed Inc | 0.05 | 1.15 | 3.50 | 5.79 | 8.88 | 6.11 | 6.43 | 3.49 | — |
| Ypf Sociedad Anonima | 0.32 | 2.02 | 2.44 | 0.57 | 0.07 | 0.52 | 5.09 | 3.28 | — |
| Amazon Com Inc | — | 2.03 | 0.87 | — | 2.44 | 4.04 | 0.32 | 2.96 | — |
| Bbb Foods Inc | — | — | — | 0.26 | 0.81 | 2.12 | 3.74 | 2.78 | — |
| Alphabet Inc | — | 0.41 | — | — | 0.63 | 2.86 | — | 2.76 | — |
| Ishares Inc | — | — | — | 0.54 | — | 2.67 | 4.49 | 2.72 | — |
| Seagate Technology Hldngs Pl | 6.30 | 3.80 | 0.63 | 0.73 | 0.52 | — | 0.68 | 2.70 | Up 2 qtrs in a row |
| Fox Corp | — | — | — | — | — | — | — | 2.64 | — |
| United Airls Hldgs Inc | — | 2.85 | 0.85 | 0.77 | — | 0.92 | 0.82 | 2.48 | — |
| Sea Ltd | — | — | — | 1.27 | 1.25 | 2.85 | 3.10 | 2.42 | — |
| Cdw Corp | — | — | — | — | — | — | — | 2.40 | — |
| Newamsterdam Pharma Company | 0.17 | 0.21 | 0.55 | 0.39 | 1.39 | 2.55 | 3.35 | 2.39 | — |
Weights are shares of each quarter's total 13F stock holdings; "—" means not held or outside the tracked set. Earlier quarters track only the top 200 holdings by value. The trend is based on share counts, not price, and does not adjust for stock splits.
13F filings are published up to 45 days after quarter-end and do not show short positions. This page includes only stock holdings from the filing and excludes options and bonds. The data on this page is for reference and is not investment advice.
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