Superinvestors / Duquesne Family Office

Stanley Druckenmiller

Duquesne Family Office

Concentrated macro and growth

$4.35B Portfolio value
86 positions · as of 2026-06-30 · filed 2026-08-14

This quarter

44 new23 exited15 added10 trimmed

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

New: GOOGL, FOXA, CDW, BTDR, DAL, FLR, DHI, AMD

Exited: AVGO, OPCH, FIGR, QSR, LSCC, HUM, TWLO, JBL

Added to: AMZN, UAL, STX, TSM, STMICROELECTRONICS N V, NTRA, INSM, CRH

Trimmed: ROKU, AA, WWD, TEVA, ARM, WAB, TBBB, SNDK

Portfolio

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

TickerIssuer% of portfolioReported priceValueShares
NTRANATERA INCINCREASED +4.0%19.86%$271.45$864.92M3.2M
TSMTAIWAN SEMICONDUCTOR MANUFAC· SPONSORED ADSINCREASED +19.1%6.47%$477.57$281.61M589.7K
STMICROELECTRONICS N V· NY REGISTRYINCREASED +18.8%5.34%$74.89$232.38M3.1M
INSMINSMED INC· COM PAR $.01INCREASED +23.4%3.49%$106.62$151.90M1.4M
YPFYPF SOCIEDAD ANONIMA· SPON ADR CL DDECREASED -3.0%3.28%$45.47$142.73M3.1M
AMZNAMAZON COM INCINCREASED +1082.5%2.96%$238.34$129.09M541.6K
TBBBBBB FOODS INC· CL A COMDECREASED -6.7%2.78%$41.67$120.92M2.9M
GOOGLALPHABET INC· CAP STK CL ANEW2.76%$357.37$120.18M336.3K
ISHARES INC· MSCI BRAZIL ETFUNCHANGED2.72%$34.50$118.55M3.4M
STXSEAGATE TECHNOLOGY HLDNGS PLC ORD SHSINCREASED +140.6%2.70%$965.00$117.73M122.0K
Showing 10 of 86

Reported price is this manager's own reported value divided by its own reported shares at 2026-06-30 — not a live quote, and not what they paid. 13F reports no cost basis.

The top 10 positions are 52.4% of the reported portfolio, across 86 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.

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