SEC FORM 13F
스탠리 드러켄밀러
Duquesne Family Office
Stanley Druckenmiller
- 공시 기준일
- 2026-06-30
- 표시 종목
- 62 / 86
- 13F 평가액
- $4.4B
이번 분기 하이라이트 (2026-06-30 공시)
신규 편입36
Alphabet Class A, Fox Class A, CDW …
추가13
Natera, Taiwan Semiconductor Manufacturing, Insmed …
축소4
Woodward, Roku Class A, Westinghouse Air Brake Technologies …
보유 종목
비중 높은 순
- 1Natera25.7%NTRA-US · $864.9M추가+122,700주
- 2Taiwan Semiconductor Manufacturing8.4%TSM-US · $281.6M추가+94,400주
- 3Insmed4.5%INSM-US · $151.9M추가+270,600주
- 4Amazon Com3.8%AMZN-US · $129.1M추가+495,800주
- 5Alphabet Class A3.6%GOOGL-US · $120.2M신규
- 6Ishares Msci Brazil ETF3.5%EWZ-US · $118.5M유지
- 7Seagate Technology Holdings3.5%STX-US · $117.7M추가+71,300주
- 8Fox Class A3.4%FOXA-US · $115M신규
- 9United Airlines Holdings3.2%UAL-US · $108.1M추가+532,300주
- 10CDW3.1%CDW-US · $104.6M신규
- 11NewAmsterdam Pharma3.1%NAMS-US · $104M유지
- 12Revolution Medicines2.2%RVMD-US · $74.8M추가+83,727주
- 13BITDEER TECHNOLOGIES GROUP A1.9%BTDR-US · $64.7M신규
- 14Delta Air Lines1.7%DAL-US · $56.5M신규
- 15Fluor1.5%FLR-US · $51.5M신규
- 16D R Horton1.4%DHI-US · $48.7M신규
- 17Coupang Class A1.4%CPNG-US · $46.3M유지
- 18Advanced Micro Devices1.3%AMD-US · $42.3M신규
- 19Palo Alto Networks1.2%PANW-US · $39.8M신규
- 20Cleveland Cliffs1.2%CLF-US · $39.6M추가+1,902,729주
- 21Hut 8 Mining1.1%HUT-US · $36.3M신규
- 22Caris Life Sciences, Inc. Common Stock1%CAI-US · $33.8M유지
- 23Fox Class B0.9%FOX-US · $29.6M신규
- 24Woodward0.8%WWD-US · $28.6M축소-144,161주
- 25Nuvation Bio Class A0.8%NUVB-US · $25.8M유지
- 26Protagonist Therapeutics0.8%PTGX-US · $25.6M추가+49,200주
- 27Roku Class A0.8%ROKU-US · $25.4M축소-566,135주
- 28Cavco Industries0.7%CVCO-US · $24.3M신규
- 29ADMA Biologics0.7%ADMA-US · $23.3M추가+1,238,500주
- 30Rambus0.7%RMBS-US · $23M신규
- 31Rhythm Pharmaceuticals0.7%RYTM-US · $22.6M신규
- 32Skyline Champion0.7%SKY-US · $22.4M신규
- 33Daktronics0.7%DAKT-US · $22M추가+560,472주
- 34PureCycle Technologies0.6%PCT-US · $21.7M추가+1,718,226주
- 35Southern Copper0.6%SCCO-US · $21.4M추가+1,217주
- 36Entegris0.6%ENTG-US · $21.3M신규
- 37Unity Software0.6%U-US · $21.1M유지
- 38Riot Blockchain0.6%RIOT-US · $20.7M신규
- 39Equinix REIT0.6%EQIX-US · $19.2M신규
- 40Lam Research0.6%LRCX-US · $18.9M신규
- 41Invesco S&P 500 Eql Wght ETF0.5%RSP-US · $15.8M신규
- 4210x Genomics Class A0.5%TXG-US · $15.5M신규
- 43Westinghouse Air Brake Technologies0.5%WAB-US · $15.3M축소-38,300주
- 44Eli Lilly0.4%LLY-US · $14.8M신규
- 45Xenon Pharmaceuticals0.4%XENE-US · $14.4M유지
- 46Olema Pharmaceuticals0.4%OLMA-US · $12.3M유지
- 47Repligen0.3%RGEN-US · $10.6M신규
- 48Rocket Companies Class A0.3%RKT-US · $10.3M신규
- 49Carvana Class A0.3%CVNA-US · $9.9M신규
- 50Alcoa0.3%AA-US · $9.7M축소-1,307,750주
- 51Thermo Fisher Scientific0.3%TMO-US · $9.6M신규
- 52Danaher0.3%DHR-US · $9.6M신규
- 53F50.3%FFIV-US · $9.2M신규
- 54Monte Rosa Therapeutics0.2%GLUE-US · $7.2M신규
- 55Relay Therapeutics0.2%RLAY-US · $6.5M신규
- 56UWM Holdings Class A0.2%UWMC-US · $5.9M신규
- 57Navitas Semiconductor0.2%NVTS-US · $5.6M신규
- 58FTAI AVIATION0.2%FTAI-US · $5.5M신규
- 59Beam Therapeutics0.2%BEAM-US · $5.3M신규
- 60Aurora Innovation Class A0.1%AUR-US · $4.3M신규
- 61Iris Energy Pty0.1%IREN-US · $4M신규
- 62Wave Life Sciences0%WVE-US · $1M유지
따라 담으려면
상위 10종목 · 원 포트폴리오의 62.7% · 최소 $14,254
- NTRANatera41%
- TSMTaiwan Semiconductor Manufacturing13.3%
- INSMInsmed7.2%
- AMZNAmazon Com6.1%
- GOOGLAlphabet Class A5.7%
- EWZIshares Msci Brazil ETF5.6%
- STXSeagate Technology Holdings5.6%
- FOXAFox Class A5.4%
- UALUnited Airlines Holdings5.1%
- CDWCDW5%
13F는 분기말 보유 신고입니다. 공시까지 최대 45일 걸리고, 그 사이 매매는 담기지 않습니다. 미국 상장 주식만 포함되며 투자 조언이 아닙니다.
사실 정보이며 투자 조언이 아닙니다.