Superinvestors / Duquesne Family Office

Stanley Druckenmiller

Duquesne Family Office

Concentrated macro and growth

$2.94B Portfolio value

65 positions · as of 2026-03-31 · filed 2026-05-15

This quarter

30 new23 exited12 added18 trimmed

Positions held steady are not reported as moves, so they are absent from these counts.

New: AVGO, GLOBAL X FDS, CAI, RVMD, SNDK, HUM, TWLO, JBL

Exited: State Street Financial Select Sector SPDR ETF USD Class, INVESCO EXCHANGE TRADED FD T, GOOGL, COGT, ENTG, DOCU, ISHARES TR MSCI EMG MKT ETF, DAL

Added to: YPF, NTRA, STMICROELECTRONICS N V, ROKU, TBBB, SE, ADMA, AA

Trimmed: AMZN, WWD, TEVA, BE, CPNG, MELI, LSCC, QSR

Portfolio

By weight · every resolvable issuer links to its company page · tags are this quarter's reported move

Ticker	Issuer	% of portfolio	Reported price	Value	Shares
NTRA	NATERA INCINCREASED +22.0%	20.86%	$199.99	$612.69M	3.1M
INSM	INSMED INC· COM PAR $.01DECREASED -22.1%	6.43%	$163.52	$188.72M	1.2M
TSM	TAIWAN SEMICONDUCTOR MANUFAC· SPONSORED ADSDECREASED -8.8%	5.70%	$337.95	$167.38M	495.3K
YPF	YPF SOCIEDAD ANONIMA· SPON ADR CL DINCREASED +433.1%	5.09%	$46.22	$149.57M	3.2M
—	ISHARES INC· MSCI BRAZIL ETFDECREASED -3.3%	4.49%	$38.39	$131.91M	3.4M
TBBB	BBB FOODS INC· CL A COMINCREASED +16.2%	3.74%	$35.37	$109.97M	3.1M
AA	ALCOA CORPINCREASED +8.5%	3.37%	$66.33	$99.06M	1.5M
NAMS	EWAMSTERDAM PHARMA COMPANY· ORDINARY SHAREUNCHANGED	3.35%	$32.01	$98.28M	3.1M
SE	SEA LIMITED SPONSORD ADS (CAYMAN ISLANDS)· SPONSORD ADSINCREASED +16.5%	3.10%	$82.81	$91.08M	1.1M
—	STMICROELECTRONICS N V· NY REGISTRYINCREASED +237.8%	3.07%	$34.55	$90.28M	2.6M

Showing 10 of 65

Reported price is this manager's own reported value divided by its own reported shares at 2026-03-31 — not a live quote, and not what they paid. 13F reports no cost basis.

The top 10 positions are 59.2% of the reported portfolio, across 65 positions.

Values are as disclosed on this manager’s own 13F for its own quarter. 13F covers US-listed long equity only, so this is not the manager’s entire portfolio.

See more of Stanley Druckenmiller's portfolio

More of Stanley Druckenmiller's reported positions with their weights, and what they bought, sold and trimmed last quarter rather than the largest few — free with an account, no card required.