Stanley Druckenmiller

Duquesne Family Office. Portfolio reported in the 13F as of June 30, 2026.

$4.4M

reported value

positions

38.4%

in the top 5

+$862.4K

last quarter balance

How the portfolio is split

Weight of each sector on the reported value.

Healthcare
Technology
Consumer Cyclical
Industrials
Communication Services
Other and unclassified

Q2 2026

28.4%

50.4%

Q1 2026

33.0%

49.6%

Q4 2025

21.5%

10.6%

52.0%

Q3 2025

23.0%

13.1%

44.4%

How much they buy and sell

Estimate of the money put in and taken out each quarter. The balance tells whether they are investing or cashing in.

Purchases
Sales

-$223.6K

Q3 2025

-$224.9K

Q4 2025

-$1.2M

Q1 2026

+$862.4K

Q2 2026

Positions over the last 4 quarters

Weight of each position in the portfolio. The last column estimates how much they bought or sold compared with the previous quarter.

CompanyBought / sold

Natera, Inc.
NTRA Healthcare
+$33.3K
+4.0%
Q3 2025
13.2%
Q4 2025
13.6%
Q1 2026
20.9%
Q2 2026
19.9%
Taiwan Semiconductor Manufac
TSMnot in our list
+$45.1K
+19.1%
Q3 2025
5.4%
Q4 2025
3.9%
Q1 2026
5.7%
Q2 2026
6.5%
Stmicroelectronics N V
STMnot in our list
+$36.7K
+18.8%
Q3 2025
–
Q4 2025
0.5%
Q1 2026
3.1%
Q2 2026
5.3%
Insmed Incorporated
INSM Healthcare
+$28.9K
+23.4%
Q3 2025
8.9%
Q4 2025
6.1%
Q1 2026
6.4%
Q2 2026
3.5%
Ypf Sociedad Anonima
YPFnot in our list
-$4.4K
-3.0%
Q3 2025
0.1%
Q4 2025
0.5%
Q1 2026
5.1%
Q2 2026
3.3%
Amazon.com, Inc.
AMZN Consumer Cyclical
+$118.2K
+1,082.5%
Q3 2025
2.4%
Q4 2025
4.0%
Q1 2026
0.3%
Q2 2026
3.0%
Bbb Foods Inc
not in our list
-$8.6K
-6.7%
Q3 2025
0.8%
Q4 2025
2.1%
Q1 2026
3.7%
Q2 2026
2.8%
Alphabet Inc
GOOGLnot in our list
+$120.2K
new
Q3 2025
0.6%
Q4 2025
2.9%
Q1 2026
–
Q2 2026
2.8%
Ishares Inc
EWZnot in our list
0
Q3 2025
–
Q4 2025
2.7%
Q1 2026
4.5%
Q2 2026
2.7%
Seagate Technology Hldngs Pl
not in our list
+$68.8K
+140.6%
Q3 2025
0.5%
Q4 2025
–
Q1 2026
0.7%
Q2 2026
2.7%
Fox Corp
FOXAnot in our list
+$115.0K
new
Q3 2025
–
Q4 2025
–
Q1 2026
–
Q2 2026
2.6%
United Airlines Holdings, Inc.
UAL Industrials
+$72.4K
+202.8%
Q3 2025
–
Q4 2025
0.9%
Q1 2026
0.8%
Q2 2026
2.5%
Sea Ltd
SEnot in our list
0
Q3 2025
1.2%
Q4 2025
2.9%
Q1 2026
3.1%
Q2 2026
2.4%
CDW Corporation
CDW Technology
+$104.6K
new
Q3 2025
–
Q4 2025
–
Q1 2026
–
Q2 2026
2.4%
Newamsterdam Pharma Company
not in our list
0
Q3 2025
1.4%
Q4 2025
2.6%
Q1 2026
3.3%
Q2 2026
2.4%
Sandisk Corporation
SNDK Technology
-$7.4K
-8.5%
Q3 2025
0.5%
Q4 2025
–
Q1 2026
0.8%
Q2 2026
1.8%
Revolution Medicines, Inc.
RVMD Healthcare
+$15.7K
+26.5%
Q3 2025
–
Q4 2025
–
Q1 2026
1.0%
Q2 2026
1.7%
Bitdeer Technologies Group
not in our list
+$64.7K
new
Q3 2025
–
Q4 2025
–
Q1 2026
–
Q2 2026
1.5%
Crh Plc
not in our list
+$18.8K
+46.6%
Q3 2025
1.2%
Q4 2025
1.4%
Q1 2026
1.4%
Q2 2026
1.4%
Delta Air Lines Inc
DAL Industrials
+$56.5K
new
Q3 2025
–
Q4 2025
1.1%
Q1 2026
–
Q2 2026
1.3%
Fluor Corp
FLRnot in our list
+$51.5K
new
Q3 2025
–
Q4 2025
–
Q1 2026
–
Q2 2026
1.2%
DR Horton Inc
DHI Consumer Cyclical
+$48.7K
new
Q3 2025
0.9%
Q4 2025
–
Q1 2026
–
Q2 2026
1.1%
Coupang Inc
CPNG Consumer Cyclical
0
Q3 2025
3.8%
Q4 2025
3.8%
Q1 2026
1.7%
Q2 2026
1.1%
Advanced Micro Devices, Inc.
AMD Technology
+$42.3K
new
Q3 2025
–
Q4 2025
–
Q1 2026
–
Q2 2026
1.0%
Palo Alto Networks, Inc.
PANW Technology
+$39.8K
new
Q3 2025
–
Q4 2025
–
Q1 2026
–
Q2 2026
0.9%
Cleveland-Cliffs Inc New
CLFnot in our list
+$17.9K
+82.2%
Q3 2025
0.8%
Q4 2025
0.5%
Q1 2026
0.7%
Q2 2026
0.9%
Hut 8 Corp
HUTnot in our list
+$36.3K
new
Q3 2025
–
Q4 2025
–
Q1 2026
–
Q2 2026
0.8%
Caris Life Sciences Inc
CAInot in our list
0
Q3 2025
–
Q4 2025
–
Q1 2026
1.2%
Q2 2026
0.8%
Global X Fds
ARGTnot in our list
-$5.4K
-15.1%
Q3 2025
0.5%
Q4 2025
–
Q1 2026
1.2%
Q2 2026
0.7%
Fox Corporation
FOX Communication Services
+$29.6K
new
Q3 2025
–
Q4 2025
–
Q1 2026
–
Q2 2026
0.7%
Woodward, Inc.
WWD Industrials
-$61.3K
-68.2%
Q3 2025
4.1%
Q4 2025
4.2%
Q1 2026
2.6%
Q2 2026
0.7%
Nuvation Bio Inc
NUVBnot in our list
0
Q3 2025
–
Q4 2025
–
Q1 2026
0.7%
Q2 2026
0.6%
Protagonist Therapeutics, Inc.
PTGX Healthcare
+$6.0K
+30.8%
Q3 2025
0.3%
Q4 2025
0.3%
Q1 2026
0.6%
Q2 2026
0.6%
Roku, Inc.
ROKU Communication Services
-$78.2K
-75.5%
Q3 2025
2.1%
Q4 2025
1.5%
Q1 2026
2.4%
Q2 2026
0.6%
Cavco Industries, Inc.
CVCO Consumer Cyclical
+$24.3K
new
Q3 2025
–
Q4 2025
–
Q1 2026
–
Q2 2026
0.6%
ADMA Biologics Inc
ADMA Healthcare
+$10.4K
+80.1%
Q3 2025
–
Q4 2025
0.1%
Q1 2026
0.5%
Q2 2026
0.5%
Hyperliquid Strategies Inc
PURRnot in our list
+$23.2K
new
Q3 2025
–
Q4 2025
–
Q1 2026
–
Q2 2026
0.5%
Rambus, Inc.
RMBS Technology
+$23.0K
new
Q3 2025
–
Q4 2025
–
Q1 2026
–
Q2 2026
0.5%
Rhythm Pharmaceuticals, Inc.
RYTM Healthcare
+$22.6K
new
Q3 2025
–
Q4 2025
–
Q1 2026
–
Q2 2026
0.5%
Champion Homes Inc
SKYnot in our list
+$22.4K
new
Q3 2025
–
Q4 2025
–
Q1 2026
–
Q2 2026
0.5%
Daktronics Inc
DAKTnot in our list
+$11.0K
+99.6%
Q3 2025
0.8%
Q4 2025
0.4%
Q1 2026
0.4%
Q2 2026
0.5%
Purecycle Technologies Inc
PCTnot in our list
+$13.9K
+178.4%
Q3 2025
0.8%
Q4 2025
0.6%
Q1 2026
0.2%
Q2 2026
0.5%
Southern Copper Corp
SCCO Basic Materials
+$212.1
+1.0%
Q3 2025
–
Q4 2025
0.4%
Q1 2026
0.7%
Q2 2026
0.5%
Linde Plc
not in our list
0
Q3 2025
–
Q4 2025
–
Q1 2026
0.7%
Q2 2026
0.5%
Entegris, Inc.
ENTG Technology
+$21.3K
new
Q3 2025
–
Q4 2025
1.7%
Q1 2026
–
Q2 2026
0.5%
Teva Pharmaceutical Inds Ltd
2684211Dnot in our list
-$59.4K
-73.7%
Q3 2025
8.5%
Q4 2025
4.3%
Q1 2026
2.4%
Q2 2026
0.5%
Unity Software Inc
U Technology
0
Q3 2025
0.9%
Q4 2025
0.4%
Q1 2026
0.6%
Q2 2026
0.5%
Aeva Technologies Inc
AEVAnot in our list
+$20.7K
new
Q3 2025
0.7%
Q4 2025
0.6%
Q1 2026
–
Q2 2026
0.5%
Riot Platforms, Inc.
RIOT Financial Services
+$20.7K
new
Q3 2025
–
Q4 2025
–
Q1 2026
–
Q2 2026
0.5%
Qnity Electronics Inc
Qnot in our list
0
Q3 2025
–
Q4 2025
–
Q1 2026
0.5%
Q2 2026
0.5%

Data from 13F filings with the SEC. The 13F lists only US stocks held long: no short positions, foreign stocks not listed in the US or cash. It is filed up to 45 days after the quarter ends and some positions may stay confidential. Purchases and sales are estimates: the difference in shares between two quarters times the quarter-end price.