Duquesne Family Office (Stanley Druckenmiller)
Famous investors & activistsFiles as Duquesne Family Office LLC (SEC CIK 1536411).
Portfolio from its latest quarterly 13F-HR filing.
- $4.51B
- Tracked value
- 85
- Positions
- Q2 2026
- Portfolio as of
- Aug 14, 2026
- Filed
Holdings
| # | Company | Portfolio % | vs Q1 2026 | Shares | Value |
|---|---|---|---|---|---|
| 1 | NTRANatera, Inc. | 19.2% | ▲ 4.0% | 3,186,306 | $864.92M |
| 2 | INSMINSMED Inc | 6.6% | ▲ 140% | 2,774,690 | $295.84M |
| 3 | TSMTAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | 6.2% | ▲ 19.1% | 589,680 | $281.61M |
| 4 | AMZNAMAZON COM INC | 5.3% | ▲ 307% | 1,000,900 | $238.56M |
| 5 | STMSTMicroelectronics N.V. | 5.1% | ▲ 18.8% | 3,102,880 | $232.38M |
| 6 | YPFYPF SOCIEDAD ANONIMA | 3.2% | ▼ 3.0% | 3,138,897 | $142.73M |
| 7 | CDWCDW Corp | 3.1% | NEW | 993,950 | $139.79M |
| 8 | TBBBBBB FOODS INC | 2.7% | ▼ 6.7% | 2,901,733 | $120.92M |
| 9 | GOOGLAlphabet Inc. | 2.7% | NEW | 336,300 | $120.18M |
| 10 | STXSeagate Technology Holdings plc | 2.6% | ▲ 141% | 122,000 | $117.73M |
| 11 | FOXAFox Corp | 2.5% | NEW | 2,204,600 | $114.99M |
| 12 | UALUnited Airlines Holdings, Inc. | 2.4% | ▲ 203% | 794,795 | $108.08M |
| 13 | SESea Ltd | 2.3% | unch. | 1,099,905 | $105.40M |
| 14 | NAMSNewAmsterdam Pharma Co N.V. | 2.3% | unch. | 3,070,146 | $104.05M |
| 15 | RVMDRevolution Medicines, Inc. | 1.7% | ▲ 26.5% | 399,587 | $74.83M |
| 16 | SPYSPDR S&P 500 ETF TRUST | 1.5% | unch. | 90,000 | $67.21M |
| 17 | BTDRBitdeer Technologies Group | 1.4% | NEW | 4,074,993 | $64.67M |
| 18 | CRHCRH PUBLIC LTD CO | 1.3% | ▲ 46.6% | 553,555 | $59.23M |
| 19 | DALDELTA AIR LINES, INC. | 1.3% | NEW | 603,000 | $56.48M |
| 20 | TSLATesla, Inc. | 1.2% | NEW | 126,000 | $53.00M |
| 21 | FLRFLUOR CORP | 1.1% | NEW | 982,200 | $51.46M |
| 22 | DHIHORTON D R INC /DE/ | 1.1% | NEW | 299,000 | $48.70M |
| 23 | CPNGCoupang, Inc. | 1.0% | unch. | 2,667,485 | $46.33M |
| 24 | AMDADVANCED MICRO DEVICES INC | 0.9% | NEW | 72,900 | $42.35M |
| 25 | PANWPalo Alto Networks Inc | 0.9% | NEW | 116,650 | $39.78M |
| 26 | CLFCLEVELAND-CLIFFS INC. | 0.9% | ▲ 82.2% | 4,216,184 | $39.59M |
| 27 | HUTHut 8 Corp. | 0.8% | NEW | 314,150 | $36.27M |
| 28 | CAICaris Life Sciences, Inc. | 0.7% | unch. | 1,894,450 | $33.76M |
| 29 | FOXFox Corp | 0.7% | NEW | 632,600 | $29.63M |
| 30 | WWDWoodward, Inc. | 0.6% | ▼ 68.2% | 67,194 | $28.59M |
| 31 | METAMeta Platforms, Inc. | 0.6% | NEW | 50,000 | $28.16M |
| 32 | NUVBNuvation Bio Inc. | 0.6% | unch. | 4,539,800 | $25.79M |
| 33 | PTGXProtagonist Therapeutics, Inc | 0.6% | ▲ 30.8% | 208,900 | $25.61M |
| 34 | ROKUROKU, INC | 0.6% | ▼ 75.5% | 184,055 | $25.43M |
| 35 | CVCOCAVCO INDUSTRIES, INC. | 0.5% | NEW | 39,500 | $24.27M |
| 36 | ADMAADMA BIOLOGICS, INC. | 0.5% | ▲ 80.1% | 2,784,110 | $23.30M |
| 37 | PURRHyperliquid Strategies Inc | 0.5% | NEW | 2,941,500 | $23.15M |
| 38 | RMBSRAMBUS INC | 0.5% | NEW | 173,000 | $22.96M |
| 39 | RYTMRHYTHM PHARMACEUTICALS, INC. | 0.5% | NEW | 203,618 | $22.61M |
| 40 | SKYChampion Homes, Inc. | 0.5% | NEW | 254,400 | $22.42M |
| 41 | DAKTDAKTRONICS INC /SD/ | 0.5% | ▲ 99.6% | 1,123,109 | $21.97M |
| 42 | PCTPureCycle Technologies, Inc. | 0.5% | ▲ 178% | 2,681,415 | $21.75M |
| 43 | SCCOSOUTHERN COPPER CORP/ | 0.5% | ▲ 1.0% | 123,060 | $21.44M |
| 44 | LINLINDE PLC | 0.5% | unch. | 41,200 | $21.38M |
| 45 | ENTGENTEGRIS INC | 0.5% | NEW | 118,300 | $21.28M |
| 46 | TEVATEVA PHARMACEUTICAL INDUSTRIES LTD | 0.5% | ▼ 73.7% | 624,999 | $21.18M |
| 47 | UUnity Software Inc. | 0.5% | unch. | 738,785 | $21.11M |
| 48 | AEVAAeva Technologies, Inc. | 0.5% | NEW | 720,175 | $20.68M |
| 49 | RIOTRiot Platforms, Inc. | 0.5% | NEW | 754,800 | $20.67M |
| 50 | QQnity Electronics, Inc. | 0.5% | unch. | 125,655 | $20.52M |
| 51 | LRCXLAM RESEARCH CORP | 0.4% | NEW | 43,600 | $18.89M |
| 52 | DFTXDefinium Therapeutics, Inc. | 0.4% | NEW | 356,600 | $16.77M |
| 53 | BLTEBELITE BIO, INC | 0.4% | unch. | 106,100 | $16.34M |
| 54 | TXG10x Genomics, Inc. | 0.3% | NEW | 403,100 | $15.46M |
| 55 | WABWESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP | 0.3% | ▼ 40.4% | 56,595 | $15.26M |
| 56 | XENEXenon Pharmaceuticals Inc. | 0.3% | unch. | 238,600 | $14.40M |
| 57 | OLMAOlema Pharmaceuticals, Inc. | 0.3% | unch. | 986,827 | $12.35M |
| 58 | RGENREPLIGEN CORP | 0.2% | NEW | 77,400 | $10.56M |
| 59 | RKTRocket Companies, Inc. | 0.2% | NEW | 652,220 | $10.27M |
| 60 | BIDUBaidu, Inc. | 0.2% | NEW | 88,200 | $10.08M |
| 61 | ARMARM HOLDINGS PLC /UK | 0.2% | ▼ 73.7% | 28,090 | $9.96M |
| 62 | CVNACARVANA CO. | 0.2% | NEW | 151,000 | $9.94M |
| 63 | RDDTReddit, Inc. | 0.2% | NEW | 56,550 | $9.82M |
| 64 | AAAlcoa Corp | 0.2% | ▼ 87.6% | 185,640 | $9.68M |
| 65 | TMOTHERMO FISHER SCIENTIFIC INC. | 0.2% | NEW | 19,200 | $9.63M |
| 66 | DHRDANAHER CORP /DE/ | 0.2% | NEW | 50,300 | $9.58M |
| 67 | FFIVF5, INC. | 0.2% | NEW | 22,000 | $9.15M |
| 68 | VISTVista Energy, S.A.B. de C.V. | 0.2% | unch. | 134,700 | $8.59M |
| 69 | SKESkeena Resources Ltd | 0.2% | NEW | 300,200 | $8.00M |
| 70 | JBSJBS N.V. | 0.2% | unch. | 655,900 | $7.77M |
| 71 | GLUEMonte Rosa Therapeutics, Inc. | 0.2% | NEW | 297,600 | $7.20M |
| 72 | RLAYRelay Therapeutics, Inc. | 0.1% | NEW | 349,000 | $6.53M |
| 73 | DBVTDBV Technologies S.A. | 0.1% | unch. | 383,363 | $6.29M |
| 74 | CCCCCC Intelligent Solutions Holdings Inc. | 0.1% | NEW | 1,170,900 | $6.04M |
| 75 | UWMCUWM Holdings Corp | 0.1% | NEW | 2,583,000 | $5.92M |
| 76 | NVTSNavitas Semiconductor Corp | 0.1% | NEW | 311,100 | $5.58M |
| 77 | SOLSSolstice Advanced Materials Inc. | 0.1% | unch. | 62,525 | $5.54M |
| 78 | FTAIFTAI Aviation Ltd. | 0.1% | NEW | 20,200 | $5.46M |
| 79 | BEAMBeam Therapeutics Inc. | 0.1% | NEW | 153,600 | $5.27M |
| 80 | AURAurora Innovation, Inc. | 0.1% | NEW | 633,700 | $4.32M |
| 81 | IRENIREN Ltd | 0.1% | NEW | 87,100 | $3.98M |
| 82 | GGALGRUPO FINANCIERO GALICIA SA | 0.1% | NEW | 59,500 | $2.98M |
| 83 | SNDKSandisk Corp | 0.0% | ▼ 8.5% | 34,900 | $79.4K |
| 84 | EQIXEQUINIX INC | 0.0% | NEW | 18,450 | $19.2K |
| 85 | LLYELI LILLY & Co | 0.0% | NEW | 12,380 | $14.8K |
Positions in companies tracked by Scrutar, from the manager's latest quarterly 13F-HR filing.
13F filings disclose US-listed long positions only and can be filed up to 45 days after quarter end, so the portfolio may have changed since.
Portfolio % is each position's share of the tracked value shown above. Changes compare share counts against the Q1 2026 filing, adjusted for stock splits.
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Source: SEC EDGAR Form 13F-HR filings.