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SEC FORM 13F

Stanley Druckenmiller

Duquesne Family Office

As filed
2026-06-30
Shown
62 / 86
13F value
$4.4B

This quarter's moves (2026-06-30)

New positions36

Alphabet Class A, Fox Class A, CDW …

Added13

Natera, Taiwan Semiconductor Manufacturing, Insmed …

Trimmed4

Woodward, Roku Class A, Westinghouse Air Brake Technologies …

Holdings

By weight

  1. 1
    Natera25.7%
    NTRA-US · $864.9MAdded+122,700 sh
  2. 2
    Taiwan Semiconductor Manufacturing8.4%
    TSM-US · $281.6MAdded+94,400 sh
  3. 3
    Insmed4.5%
    INSM-US · $151.9MAdded+270,600 sh
  4. 4
    Amazon Com3.8%
    AMZN-US · $129.1MAdded+495,800 sh
  5. 5
    Alphabet Class A3.6%
    GOOGL-US · $120.2MNew
  6. 6
    Ishares Msci Brazil ETF3.5%
    EWZ-US · $118.5MHeld
  7. 7
    Seagate Technology Holdings3.5%
    STX-US · $117.7MAdded+71,300 sh
  8. 8
    Fox Class A3.4%
    FOXA-US · $115MNew
  9. 9
    United Airlines Holdings3.2%
    UAL-US · $108.1MAdded+532,300 sh
  10. 10
    CDW3.1%
    CDW-US · $104.6MNew
  11. 11
    NewAmsterdam Pharma3.1%
    NAMS-US · $104MHeld
  12. 12
    Revolution Medicines2.2%
    RVMD-US · $74.8MAdded+83,727 sh
  13. 13
    BITDEER TECHNOLOGIES GROUP A1.9%
    BTDR-US · $64.7MNew
  14. 14
    Delta Air Lines1.7%
    DAL-US · $56.5MNew
  15. 15
    Fluor1.5%
    FLR-US · $51.5MNew
  16. 16
    D R Horton1.4%
    DHI-US · $48.7MNew
  17. 17
    Coupang Class A1.4%
    CPNG-US · $46.3MHeld
  18. 18
    Advanced Micro Devices1.3%
    AMD-US · $42.3MNew
  19. 19
    Palo Alto Networks1.2%
    PANW-US · $39.8MNew
  20. 20
    Cleveland Cliffs1.2%
    CLF-US · $39.6MAdded+1,902,729 sh
  21. 21
    Hut 8 Mining1.1%
    HUT-US · $36.3MNew
  22. 22
    Caris Life Sciences, Inc. Common Stock1%
    CAI-US · $33.8MHeld
  23. 23
    Fox Class B0.9%
    FOX-US · $29.6MNew
  24. 24
    Woodward0.8%
    WWD-US · $28.6MTrimmed-144,161 sh
  25. 25
    Nuvation Bio Class A0.8%
    NUVB-US · $25.8MHeld
  26. 26
    Protagonist Therapeutics0.8%
    PTGX-US · $25.6MAdded+49,200 sh
  27. 27
    Roku Class A0.8%
    ROKU-US · $25.4MTrimmed-566,135 sh
  28. 28
    Cavco Industries0.7%
    CVCO-US · $24.3MNew
  29. 29
    ADMA Biologics0.7%
    ADMA-US · $23.3MAdded+1,238,500 sh
  30. 30
    Rambus0.7%
    RMBS-US · $23MNew
  31. 31
    Rhythm Pharmaceuticals0.7%
    RYTM-US · $22.6MNew
  32. 32
    Skyline Champion0.7%
    SKY-US · $22.4MNew
  33. 33
    Daktronics0.7%
    DAKT-US · $22MAdded+560,472 sh
  34. 34
    PureCycle Technologies0.6%
    PCT-US · $21.7MAdded+1,718,226 sh
  35. 35
    Southern Copper0.6%
    SCCO-US · $21.4MAdded+1,217 sh
  36. 36
    Entegris0.6%
    ENTG-US · $21.3MNew
  37. 37
    Unity Software0.6%
    U-US · $21.1MHeld
  38. 38
    Riot Blockchain0.6%
    RIOT-US · $20.7MNew
  39. 39
    Equinix REIT0.6%
    EQIX-US · $19.2MNew
  40. 40
    Lam Research0.6%
    LRCX-US · $18.9MNew
  41. 41
    Invesco S&P 500 Eql Wght ETF0.5%
    RSP-US · $15.8MNew
  42. 42
    10x Genomics Class A0.5%
    TXG-US · $15.5MNew
  43. 43
    Westinghouse Air Brake Technologies0.5%
    WAB-US · $15.3MTrimmed-38,300 sh
  44. 44
    Eli Lilly0.4%
    LLY-US · $14.8MNew
  45. 45
    Xenon Pharmaceuticals0.4%
    XENE-US · $14.4MHeld
  46. 46
    Olema Pharmaceuticals0.4%
    OLMA-US · $12.3MHeld
  47. 47
    Repligen0.3%
    RGEN-US · $10.6MNew
  48. 48
    Rocket Companies Class A0.3%
    RKT-US · $10.3MNew
  49. 49
    Carvana Class A0.3%
    CVNA-US · $9.9MNew
  50. 50
    Alcoa0.3%
    AA-US · $9.7MTrimmed-1,307,750 sh
  51. 51
    Thermo Fisher Scientific0.3%
    TMO-US · $9.6MNew
  52. 52
    Danaher0.3%
    DHR-US · $9.6MNew
  53. 53
    F50.3%
    FFIV-US · $9.2MNew
  54. 54
    Monte Rosa Therapeutics0.2%
    GLUE-US · $7.2MNew
  55. 55
    Relay Therapeutics0.2%
    RLAY-US · $6.5MNew
  56. 56
    UWM Holdings Class A0.2%
    UWMC-US · $5.9MNew
  57. 57
    Navitas Semiconductor0.2%
    NVTS-US · $5.6MNew
  58. 58
    FTAI AVIATION0.2%
    FTAI-US · $5.5MNew
  59. 59
    Beam Therapeutics0.2%
    BEAM-US · $5.3MNew
  60. 60
    Aurora Innovation Class A0.1%
    AUR-US · $4.3MNew
  61. 61
    Iris Energy Pty0.1%
    IREN-US · $4MNew
  62. 62
    Wave Life Sciences0%
    WVE-US · $1MHeld

What it takes to mirror this

Top 10 · 62.7% of the reported portfolio · from $14,254

  1. NTRANatera41%
  2. TSMTaiwan Semiconductor Manufacturing13.3%
  3. INSMInsmed7.2%
  4. AMZNAmazon Com6.1%
  5. GOOGLAlphabet Class A5.7%
  6. EWZIshares Msci Brazil ETF5.6%
  7. STXSeagate Technology Holdings5.6%
  8. FOXAFox Class A5.4%
  9. UALUnited Airlines Holdings5.1%
  10. CDWCDW5%

13F reports holdings as of quarter-end, filed up to 45 days later; trades made since are not included. U.S.-listed stocks only. Not investment advice.

Factual information from reported filings; not investment advice.