Duquesne Family Office LLC (Stanley Druckenmiller) 13F Holdings · Q2 2026
Duquesne Family Office LLC reported 86 securities worth $5.21B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: NTRA (16.60%), INSM (5.68%), TSM (5.40%). Among its top 25 positions this quarter: 7 new, 11 added, 3 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NTRA | Natera Inc | $864.9M | 16.60% | 3.2M | Added |
| 2 | INSM | Insmed Inc | $295.8M | 5.68% | 2.8M | Added |
| 3 | TSM | Taiwan Semiconductor Manufac | $281.6M | 5.40% | 589,680 | Added |
| 4 | EWZ | Ishares Inc | $264.4M | 5.07% | 7.7M | Hold |
| 5 | AMZN | Amazon Com Inc | $238.6M | 4.58% | 1.0M | Added |
| 6 | STM | Stmicroelectronics N V | $232.4M | 4.46% | 3.1M | Added |
| 7 | RSP | Invesco Exchange Traded Fd T | $190.5M | 3.66% | 895,400 | Added |
| 8 | YPF | Ypf Sociedad Anonima | $142.7M | 2.74% | 3.1M | Trimmed |
| 9 | CDW | Cdw Corp | $139.8M | 2.68% | 993,950 | New |
| 10 | TBBB | Bbb Foods Inc | $120.9M | 2.32% | 2.9M | Trimmed |
| 11 | GOOGL | Alphabet Inc | $120.2M | 2.31% | 336,300 | New |
| 12 | STX | Seagate Technology Hldngs Pl | $117.7M | 2.26% | 122,000 | Added |
| 13 | FOXA | Fox Corp | $115.0M | 2.21% | 2.2M | New |
| 14 | UAL | United Airls Hldgs Inc | $108.1M | 2.07% | 794,795 | Added |
| 15 | SE | Sea Ltd | $105.4M | 2.02% | 1.1M | Hold |
| 16 | NAMS | Newamsterdam Pharma Company | $104.0M | 2.00% | 3.1M | Hold |
| 17 | IWM | Ishares Tr | $99.1M | 1.90% | 330,000 | Added |
| 18 | SNDK | Sandisk Corp | $79.4M | 1.52% | 34,900 | Trimmed |
| 19 | RVMD | Revolution Medicines Inc | $74.8M | 1.44% | 399,587 | Added |
| 20 | SPY | State Str Spdr S&P 500 Etf T | $67.2M | 1.29% | 90,000 | Hold |
| 21 | BTDR | Bitdeer Technologies Group | $64.7M | 1.24% | 4.1M | New |
| 22 | CRH | Crh Plc | $59.2M | 1.14% | 553,555 | Added |
| 23 | DAL | Delta Air Lines Inc | $56.5M | 1.08% | 603,000 | New |
| 24 | TSLA | Tesla Inc | $53.0M | 1.02% | 126,000 | New |
| 25 | FLR | Fluor Corp | $51.5M | 0.99% | 982,200 | New |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR