Duquesne Family Office 13F holdings (Stan Druckenmiller)
Duquesne Family Office (Stan Druckenmiller) reported its Q2 2026 13F on Aug 14, 2026. The filing shows a $4.4B US stock portfolio in 86 positions, 38% of it in the top five: Natera (20%), Taiwan Semiconductor-Sp Adr (6.5%), Stmicroelectronics Nv-Ny Shs (5.3%), Insmed (3.5%) and YPF S.a.-Sponsored Adr (3.3%). In Q2 2026 it opened 16 new positions, added to 11, trimmed 5 and sold out of 12. At today's prices that book is up 7.0% since the quarter closed. 13F filings arrive up to 45 days after the quarter ends and cover long US-listed positions only, so they show where the money was, not where it is now; this is educational analysis, not investment advice.
Q2 2026 13F, filed Aug 14, 2026. Prices as of Oct 23, 2026. Refreshed weekly from SEC EDGAR.
How big is Duquesne Family Office's stock portfolio?
From the Q2 2026 13F, filed Aug 14, 2026. Prices are today's, so "since quarter-end" is how the book as filed has done since.
What does Duquesne Family Office own?
The positions in its Q2 2026 13F, largest first. The 40 largest of 86 are shown. "This site's filters" is how many of this site's 8 value filters the stock passes; a stock this site tracks links to its own analysis.
| Stock | Weight | Size | Shares vs. last quarter | Quarters held | Since quarter-end | This site's filters |
|---|---|---|---|---|---|---|
| NTRANatera Inc | 19.9% | $865M3.2M shares | +4% | 8+ | +47.9% | n/a |
| TSMTaiwan Semiconductor-Sp Adr | 6.5% | $282M590K shares | +19% | 8+ | -13.7% | n/a |
| STMStmicroelectronics Nv-Ny Shs | 5.3% | $232M3.1M shares | +19% | 3 | -41.1% | n/a |
| INSMInsmed Inc | 3.5% | $152M1.4M shares | +23% | 8+ | -10.8% | n/a |
| YPFYPF S.a.-Sponsored Adr | 3.3% | $143M3.1M shares | -3% | 8+ | +8.1% | n/a |
| AMZNAmazon.com Inc | 3.0% | $129M542K shares | +1083% | 4 | +5.1% | 8/8 |
| n/aBbb Foods Inc | 2.8% | $121M2.9M shares | -7% | 5 | n/a | n/a |
| GOOGLAlphabet Inc | 2.8% | $120M336K shares | New | 1 | -9.3% | 5/8 |
| EWZIshares Msci Brazil ETF | 2.7% | $119M3.4M shares | 0% | 3 | +21.3% | n/a |
| n/aSeagate Technology Hldngs Pl | 2.7% | $118M122K shares | +141% | 2 | n/a | n/a |
| FOXAFox Corp - Class A | 2.6% | $115M2.2M shares | New | 1 | +30.9% | 5/8 |
| UALUnited Airlines Holdings Inc | 2.5% | $108M795K shares | +203% | 3 | -25.0% | 8/8 |
| SESea Ltd-Adr | 2.4% | $105M1.1M shares | 0% | 5 | -21.0% | n/a |
| CDWCDW Corp | 2.4% | $105M744K shares | New | 1 | +17.1% | 3/8 |
| n/aNewamsterdam Pharma Company | 2.4% | $104M3.1M shares | 0% | 8+ | n/a | n/a |
| SNDKSandisk Corp | 1.8% | $79.4M34.9K shares | -9% | 2 | -44.5% | 3/8 |
| RVMDRevolution Medicines Inc | 1.7% | $74.8M400K shares | +27% | 2 | +0.2% | n/a |
| n/aBitdeer Technologies Group | 1.5% | $64.7M4.1M shares | New | 1 | n/a | n/a |
| n/aCrh Plc | 1.4% | $59.2M554K shares | +47% | 4 | n/a | n/a |
| DALDelta Air Lines Inc | 1.3% | $56.5M603K shares | New | 1 | -15.4% | 5/8 |
| FLRFluor Corp | 1.2% | $51.5M982K shares | New | 1 | -17.1% | n/a |
| DHIDr Horton Inc | 1.1% | $48.7M299K shares | New | 1 | -9.3% | 5/8 |
| CPNGCoupang Inc | 1.1% | $46.3M2.7M shares | 0% | 8+ | -19.5% | n/a |
| AMDAdvanced Micro Devices | 1.0% | $42.3M72.9K shares | New | 1 | -12.6% | 2/8 |
| PANWPalo Alto Networks Inc | 0.9% | $39.8M117K shares | New | 1 | +4.1% | 1/8 |
| CLFCleveland-Cliffs Inc | 0.9% | $39.6M4.2M shares | +82% | 4 | +39.0% | n/a |
| HUTHUT 8 Corp | 0.8% | $36.3M314K shares | New | 1 | -44.6% | n/a |
| CAICaris Life Sciences Inc | 0.8% | $33.8M1.9M shares | 0% | 2 | n/a | n/a |
| ARGTGlobal X Msci Argentina ETF | 0.7% | $30.0M329K shares | -15% | 2 | -6.1% | n/a |
| FOXFOX Corp - Class B | 0.7% | $29.6M633K shares | New | 1 | +29.8% | n/a |
| WWDWoodward Inc | 0.7% | $28.6M67.2K shares | -68% | 8+ | -28.3% | n/a |
| NUVBNuvation Bio Inc | 0.6% | $25.8M4.5M shares | 0% | 2 | n/a | n/a |
| PTGXProtagonist Therapeutics Inc | 0.6% | $25.6M209K shares | +31% | 4 | +13.8% | n/a |
| ROKUROKU Inc | 0.6% | $25.4M184K shares | -76% | 6 | +15.9% | n/a |
| CVCOCavco Industries Inc | 0.6% | $24.3M39.5K shares | New | 1 | -10.9% | n/a |
| ADMAADMA Biologics Inc | 0.5% | $23.3M2.8M shares | +80% | 3 | +30.8% | n/a |
| PURRHyperliquid Strategies | 0.5% | $23.1M2.9M shares | New | 1 | +10.3% | n/a |
| RMBSRambus Inc | 0.5% | $23.0M173K shares | New | 1 | -35.4% | n/a |
| RYTMRhythm Pharmaceuticals Inc | 0.5% | $22.6M204K shares | New | 1 | -18.1% | n/a |
| SKYChampion Homes Inc | 0.5% | $22.4M254K shares | New | 1 | -9.5% | n/a |
What did Stan Druckenmiller buy and sell in Q2 2026?
Compared with Q1 2026. A position counts as added or trimmed when its share count moved by 5% or more.
Bought (new)
Added to
Trimmed
Sold out
How has Duquesne Family Office's portfolio changed over time?
The reported stock book each quarter. It includes market moves as well as buying and selling.
| Quarter | Stock book | Positions | Change |
|---|---|---|---|
| Q3 2024 | $2.9B | 72 | n/a |
| Q4 2024 | $3.6B | 74 | +24.6% |
| Q1 2025 | $3.0B | 49 | -16.1% |
| Q2 2025 | $3.9B | 65 | +31.2% |
| Q3 2025 | $3.9B | 62 | +0.4% |
| Q4 2025 | $4.2B | 58 | +7.3% |
| Q1 2026 | $2.9B | 65 | -30.4% |
| Q2 2026 | $4.4B | 86 | +48.2% |
Does Duquesne Family Office hold options?
Puts and calls are reported at the notional value of the shares they control, so they sit apart from the stock book above.
| Underlying | Type | Notional | Shares controlled |
|---|---|---|---|
| RSPInvesco Exchange Traded Fd T | Call | $175M | 821K |
| EWZIshares Inc | Call | $146M | 4.2M |
| INSMInsmed Inc | Call | $144M | 1.4M |
| AMZNAmazon Com Inc | Call | $109M | 459K |
| IWMIshares Tr | Call | $99.1M | 330K |
| SPYState Str Spdr S&P 500 Etf T | Call | $67.2M | 90.0K |
| TSLATesla Inc | Call | $53.0M | 126K |
| CDWCDW Corp | Call | $35.2M | 250K |
Frequently asked questions about Duquesne Family Office
What does Duquesne Family Office own?
Duquesne Family Office's Q2 2026 13F lists 86 positions worth $4.4B. The largest are Natera (20%), Taiwan Semiconductor-Sp Adr (6.5%), Stmicroelectronics Nv-Ny Shs (5.3%), Insmed (3.5%) and YPF S.a.-Sponsored Adr (3.3%), together 38% of the book. The full table is above; each stock this site tracks links to its own analysis.
What did Stan Druckenmiller buy and sell in Q2 2026?
Compared with Q1 2026, Duquesne Family Office opened 16 new positions (GOOGL, FOXA and CDW and more), added to 11, trimmed 5 and sold out of 12 (AVGO, OPCH and FIGR and more). A position counts as added or trimmed when its share count moved by 5% or more.
How concentrated is Duquesne Family Office's portfolio?
The top position is 20% of the book, the top five 38% and the top ten 52%, across 86 positions. Estimated turnover last quarter was 55% of the book.
When does Duquesne Family Office file its next 13F?
Managers file within 45 days after each quarter ends. For the quarter ending Sep 30, 2026, the deadline is about Nov 16, 2026 (a weekend deadline moves to the next business day). This page updates when the filing is on EDGAR.
Can you see Stan Druckenmiller's cost basis or profit?
No. A 13F lists positions at quarter-end, not what was paid or when, and it excludes shorts and non-US holdings. This page shows each stock's price change since the quarter closed (the whole book as filed is +7.0%, with 86% of it priced) and since the position first appeared, which is a rough read and not their profit.
Where does this data come from?
- Holdings: Duquesne Family Office's Form 13F-HR filings, listed on SEC EDGAR; the latest, filed Aug 14, 2026, is here. The Q2 2026 book was filed Aug 14, 2026.
- Prices and tickers: today's prices are from Finnhub, matched to each filing's securities with OpenFIGI; "since quarter-end" compares today's price with the price implied by the filing (value divided by shares).
- Limits: a 13F covers long US-listed positions only, up to 45 days after the quarter ends: no shorts, no cost basis, no trades inside the quarter. Read the Editorial Standards for how this site treats filings, and Form 13F in the glossary.
About this page
This page lists everything in Duquesne Family Office's latest Form 13F (Stan Druckenmiller): every position, what changed last quarter and how the stocks have moved since. Every figure comes from SEC filings and is refreshed weekly; read the Editorial Standards for the rules, or open Superinvestors to compare all 25 investors. Educational content only, not investment advice.