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Duquesne Family Office (Stanley Druckenmiller) 13F holdings — 2026-06-30

Filed by Duquesne Family Office LLC on 2026-08-14 for the quarter ending 2026-06-30, compared with the quarter ending 2026-03-31. Original filing.

86positions
$4.4Mreported value
44new positions
23positions sold out

Holdings

IssuerClassSharesValue% of 13FChange
Natera IncCOM3,186,306$864.9K19.86%Added 4%
Taiwan Semiconductor ManufacSPONSORED ADS589,680$281.6K6.47%Added 19%
Stmicroelectronics N VNY REGISTRY3,102,880$232.4K5.34%Added 19%
Insmed IncCOM PAR $.011,424,690$151.9K3.49%Added 23%
Ypf Sociedad AnonimaSPON ADR CL D3,138,897$142.7K3.28%Reduced 3%
Amazon Com IncCOM541,600$129.1K2.96%Added 1083%
Bbb Foods IncCL A COM2,901,733$120.9K2.78%Reduced 7%
Alphabet IncCAP STK CL A336,300$120.2K2.76%New position
Ishares IncMSCI BRAZIL ETF3,436,170$118.5K2.72%No change
Seagate Technology Hldngs PlORD SHS122,000$117.7K2.7%Added 141%
Fox CorpCL A COM2,204,600$115.0K2.64%New position
United Airls Hldgs IncCOM794,795$108.1K2.48%Added 203%
Sea LtdSPONSORD ADS1,099,905$105.4K2.42%No change
Cdw CorpCOM743,950$104.6K2.4%New position
Newamsterdam Pharma CompanyORDINARY SHARES3,070,146$104.0K2.39%No change
Sandisk CorpCOM34,900$79.4K1.82%Reduced 9%
Revolution Medicines IncCOM399,587$74.8K1.72%Added 27%
Bitdeer Technologies GroupCL A ORD SHS4,074,993$64.7K1.49%New position
Crh PlcORD553,555$59.2K1.36%Added 47%
Delta Air Lines IncCOM NEW603,000$56.5K1.3%New position
Fluor CorpCOM982,200$51.5K1.18%New position
D R Horton IncCOM299,000$48.7K1.12%New position
Coupang IncCL A2,667,485$46.3K1.06%No change
Advanced Micro Devices IncCOM72,900$42.3K0.97%New position
Palo Alto Networks IncCOM116,650$39.8K0.91%New position
Cleveland-Cliffs Inc NewCOM4,216,184$39.6K0.91%Added 82%
Hut 8 CorpCOM314,150$36.3K0.83%New position
Caris Life Sciences IncCOM1,894,450$33.8K0.78%No change
Global X FdsGB MSCI AR ETF328,800$30.0K0.69%Reduced 15%
Fox CorpCL B COM632,600$29.6K0.68%New position
Woodward IncCOM67,194$28.6K0.66%Reduced 68%
Nuvation Bio IncCOM CL A4,539,800$25.8K0.59%No change
Protagonist Therapeutics IncCOM208,900$25.6K0.59%Added 31%
Roku IncCOM CL A184,055$25.4K0.58%Reduced 75%
Cavco Inds Inc DelCOM39,500$24.3K0.56%New position
Adma Biologics IncCOM2,784,110$23.3K0.54%Added 80%
Hyperliquid Strategies IncCOM2,941,500$23.1K0.53%New position
Rambus Inc DelCOM173,000$23.0K0.53%New position
Rhythm Pharmaceuticals IncCOM203,618$22.6K0.52%New position
Champion Homes IncCOM254,400$22.4K0.51%New position
Daktronics IncCOM1,123,109$22.0K0.5%Added 100%
Purecycle Technologies IncCOM2,681,415$21.7K0.5%Added 178%
Southern Copper CorpCOM123,060$21.4K0.49%Added 1%
Linde PlcSHS41,200$21.4K0.49%No change
Entegris IncCOM118,300$21.3K0.49%New position
Teva Pharmaceutical Inds LtdSPONSORED ADS624,999$21.2K0.49%Reduced 74%
Unity Software IncCOM738,785$21.1K0.48%No change
Aeva Technologies IncCOM NEW720,175$20.7K0.48%New position
Riot Platforms IncCOM754,800$20.7K0.47%New position
Qnity Electronics IncCOMMON STOCK125,655$20.5K0.47%No change
Equinix IncCOM18,450$19.2K0.44%New position
Lam Research CorpCOM NEW43,600$18.9K0.43%New position
Definium Therapeutics IncCOM SHS356,600$16.8K0.39%New position
Belite Bio Inc SponsoredADS106,100$16.3K0.38%No change
Invesco Exchange Traded Fd TS&P500 EQL WGT74,400$15.8K0.36%New position
10X Genomics IncCL A COM403,100$15.5K0.35%New position
WabtecCOM56,595$15.3K0.35%Reduced 40%
Eli Lilly & CoCOM12,380$14.8K0.34%New position
Xenon Pharmaceuticals IncCOM238,600$14.4K0.33%No change
Olema Pharmaceuticals IncCOM986,827$12.3K0.28%No change
Repligen CorpCOM77,400$10.6K0.24%New position
Rocket Cos IncCOM CL A652,220$10.3K0.24%New position
Baidu IncSPON ADR REP A88,200$10.1K0.23%New position
Arm Holdings PlcSPONSORED ADS28,090$10.0K0.23%Reduced 74%
Carvana CoCL A151,000$9.9K0.23%New position
Reddit IncCL A56,550$9.8K0.23%New position
Alcoa CorpCOM185,640$9.7K0.22%Reduced 88%
Thermo Fisher Scientific IncCOM19,200$9.6K0.22%New position
Danaher Corp DelCOM50,300$9.6K0.22%New position
F5 IncCOM22,000$9.2K0.21%New position
Vista Energy S.A.B. De C.V.SPONSORED ADS134,700$8.6K0.2%No change
Skeena Res Ltd NewCOM300,200$8.0K0.18%New position
Jbs N.V.CL A SHS655,900$7.8K0.18%No change
Monte Rosa Therapeutics IncCOM297,600$7.2K0.17%New position
Relay Therapeutics IncCOM349,000$6.5K0.15%New position
Dbv Technologies S A SponsoredADS383,363$6.3K0.14%No change
Ccc Intelligent Solutions HlCOM1,170,900$6.0K0.14%New position
Uwm Holdings CorporationCOM CL A2,583,000$5.9K0.14%New position
Navitas Semiconductor CorpCOM311,100$5.6K0.13%New position
Solstice Advanced Matls IncCOM SHS62,525$5.5K0.13%No change
Ftai Aviation LtdSHS20,200$5.5K0.13%New position
Beam Therapeutics IncCOM153,600$5.3K0.12%New position
Aurora Innovation IncCLASS A COM633,700$4.3K0.1%New position
Iren LimitedORDINARY SHARES87,100$4.0K0.09%New position
Grupo Financiero Galicia S.ASPONSORED ADR59,500$3.0K0.07%New position
Wave Life Sciences LtdSHS173,000$1.0K0.02%No change

Sold out since prior quarter

IssuerShares in prior quarterPrior value
Almonty Inds Inc469,880$6.8K
Bloom Energy Corp136,320$18.5K
Broadcom Inc195,955$60.6K
Celestica Inc33,275$9.4K
Cloudflare Inc52,535$10.8K
Coherent Corp40,400$9.6K
Echostar Corp60,765$7.1K
Figure Technology Solutio1,150,415$39.1K
Humana Inc137,505$23.8K
Intel Corp411,400$18.2K
Ishares S&P Gsci Commodity-643,000$20.7K
Jabil Inc82,200$21.8K
Lattice Semiconductor Corp323,135$30.0K
Lumentum Hldgs Inc6,963$4.9K
Lyondellbasell Industries Nv131,435$10.6K
Mercadolibre Inc2,766$4.8K
Micron Technology Inc23,400$7.9K
Option Care Health Inc1,868,550$50.3K
Restaurant Brands Intl Inc454,435$33.6K
Stubhub Hldgs Inc1,367,177$8.5K
Twilio Inc181,760$22.9K
Twist Bioscience Corp206,000$9.8K
Westlake Corporation21,194$2.5K

Options (puts/calls) are omitted. Values are as reported by the filer at quarter end. A 13F shows only certain U.S.-listed long positions and may be filed up to 45 days after the quarter ends, so it may not reflect current holdings.