Duquesne Family Office

Managed by Stanley Druckenmiller

Portfolio value: $5.21B
Holdings: 82
Top 5 weight: 32.73%
Latest filing: Q2 '26 Jun 30

Portfolio

Reported 13F holdings, largest positions first

94holdings

NTRA 16.6%TSM 5.4%STM 4.46%RSP 3.35%INSM 2.92%Other 67.27%

Company% PortfolioSharesValue

NTRANATERA INC16.6%3,186,000$864.90M TSMTAIWAN SEMICONDUCTOR MANUFACTURING CO LTD5.4%590,000$281.60M STMSTMICROELECTRONICS NV4.46%3,103,000$232.40M

RSPCLLRSP3.35%821,000$174.70M

INSMINSMED INC2.92%1,425,000$151.90M

EWZCLLEWZ2.8%4,228,000$145.90M

FOXAFOX CORP2.77%2,837,000$144.60M INSMCLLINSMED INC2.76%1,350,000$143.90M YPFYPF SOCIEDAD ANONIMA2.74%3,139,000$142.70M AMZNAMAZON COM INC2.48%542,000$129.10M TBBBBBB FOODS INC2.32%2,902,000$120.90M GOOGLALPHABET INC2.31%336,000$120.20M

EWZFNDEWZ2.27%3,436,000$118.50M

STXSEAGATE TECHNOLOGY HOLDINGS PLC2.26%122,000$117.70M AMZNCLLAMAZON COM INC2.1%459,000$109.50M UALUNITED AIRLINES HOLDINGS INC2.07%795,000$108.10M SESEA LTD2.02%1,100,000$105.40M CDWCDW CORP2.01%744,000$104.60M NAMSNEWAMSTERDAM PHARMA CO NV2%3,070,000$104.00M

IWMCLLIWM1.9%330,000$99.10M

SNDKSANDISK CORP1.52%35,000$79.40M RVMDREVOLUTION MEDICINES INC1.44%400,000$74.80M

SPYCLLSPY1.29%90,000$67.20M

BTDRBITDEER TECHNOLOGIES GROUP1.24%4,075,000$64.70M CRHCRH PUBLIC LTD CO1.14%554,000$59.20M DALDELTA AIR LINES INC1.08%603,000$56.50M TSLACLLTESLA INC1.02%126,000$53.00M FLRFLUOR CORP0.99%982,000$51.50M DHIHORTON D R INC0.93%299,000$48.70M CPNGCOUPANG INC0.89%2,667,000$46.30M AMDADVANCED MICRO DEVICES INC0.81%73,000$42.30M PANWPALO ALTO NETWORKS INC0.76%117,000$39.80M CLFCLEVELAND-CLIFFS INC0.76%4,216,000$39.60M HUTHUT 8 CORP0.7%314,000$36.30M CDWCLLCDW CORP0.68%250,000$35.20M CAICARIS LIFE SCIENCES INC0.65%1,894,000$33.80M

ARGTFNDARGT0.58%329,000$30.00M

WWDWOODWARD INC0.55%67,000$28.60M METACLLMETA PLATFORMS INC0.54%50,000$28.20M NUVBNUVATION BIO INC0.5%4,540,000$25.80M PTGXPROTAGONIST THERAPEUTICS INC0.49%209,000$25.60M ROKUROKU INC0.49%184,000$25.40M CVCOCAVCO INDUSTRIES INC0.47%40,000$24.30M ADMAADMA BIOLOGICS INC0.45%2,784,000$23.30M PURRHYPERLIQUID STRATEGIES INC0.44%2,942,000$23.10M RMBSRAMBUS INC0.44%173,000$23.00M RYTMRHYTHM PHARMACEUTICALS INC0.43%204,000$22.60M SKYCHAMPION HOMES INC0.43%254,000$22.40M DAKTDAKTRONICS INC0.42%1,123,000$22.00M PCTPURECYCLE TECHNOLOGIES INC0.42%2,681,000$21.70M LINLINDE PLC0.41%41,000$21.40M SCCOSOUTHERN COPPER CORP0.41%123,000$21.40M ENTGENTEGRIS INC0.41%118,000$21.30M TEVATEVA PHARMACEUTICAL INDUSTRIES LTD0.41%625,000$21.20M UUNITY SOFTWARE INC0.4%739,000$21.10M AEVAAEVA TECHNOLOGIES INC0.4%720,000$20.70M RIOTRIOT PLATFORMS INC0.4%755,000$20.70M QQNITY ELECTRONICS INC0.39%126,000$20.50M EQIXEQUINIX INC0.37%18,000$19.20M LRCXLAM RESEARCH CORP0.36%44,000$18.90M DFTXDEFINIUM THERAPEUTICS INC0.32%357,000$16.80M BLTEBELITE BIO INC0.31%106,000$16.30M

RSPFNDRSP0.3%74,000$15.80M

TXG10X GENOMICS INC0.3%403,000$15.50M WABWESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP0.29%57,000$15.30M LLYELI LILLY & CO0.28%12,000$14.80M XENEXENON PHARMACEUTICALS INC0.28%239,000$14.40M OLMAOLEMA PHARMACEUTICALS INC0.24%987,000$12.30M RGENREPLIGEN CORP0.2%77,000$10.60M RKTROCKET COMPANIES INC0.2%652,000$10.30M BIDUBAIDU INC0.19%88,000$10.10M ARMARM HOLDINGS PLC0.19%28,000$10.00M CVNACARVANA CO0.19%151,000$9.90M RDDTREDDIT INC0.19%57,000$9.80M AAALCOA CORP0.19%186,000$9.70M DHRDANAHER CORP0.18%50,000$9.60M TMOTHERMO FISHER SCIENTIFIC INC0.18%19,000$9.60M FFIVF5 INC0.18%22,000$9.20M VISTVISTA ENERGY SAB DE CV0.17%135,000$8.60M SKESKEENA RESOURCES LTD0.15%300,000$8.00M JBSJBS NV0.15%656,000$7.80M GLUEMONTE ROSA THERAPEUTICS INC0.14%298,000$7.20M RLAYRELAY THERAPEUTICS INC0.12%349,000$6.50M DBVTDBV TECHNOLOGIES SA0.12%383,000$6.30M CCCCCC INTELLIGENT SOLUTIONS HOLDINGS INC0.12%1,171,000$6.00M UWMCUWM HOLDINGS CORP0.11%2,583,000$5.90M NVTSNAVITAS SEMICONDUCTOR CORP0.11%311,000$5.60M FTAIFTAI AVIATION LTD0.11%20,000$5.50M SOLSSOLSTICE ADVANCED MATERIALS INC0.11%63,000$5.50M BEAMBEAM THERAPEUTICS INC0.1%154,000$5.30M AURAURORA INNOVATION INC0.08%634,000$4.30M IRENIREN LTD0.08%87,000$4.00M GGALGRUPO FINANCIERO GALICIA SA0.06%60,000$3.00M WVEWAVE LIFE SCIENCES INC0.02%173,000$1.00M

From the fund's Q2 '26 13F filingWhat is a 13F?

Activity

Buys and sells, quarter by quarter

Jun 30, 2026 filing - 97 moves · 64 buy-side · 33 sell-side

CompanyChangeValue

NTRANATERA INC4%$864.90M TSMTAIWAN SEMICONDUCTOR MANUFACTURING CO LTD19%$281.60M STMSTMICROELECTRONICS NV19%$232.40M INSMINSMED INC23%$151.90M FOXAFOX CORPNew$144.60M INSMCLLINSMED INCNew$143.90M YPFYPF SOCIEDAD ANONIMA3%$142.70M AMZNAMAZON COM INC1,078%$129.10M TBBBBBB FOODS INC7%$120.90M GOOGLALPHABET INCNew$120.20M STXSEAGATE TECHNOLOGY HOLDINGS PLC139%$117.70M AMZNCLLAMAZON COM INC130%$109.50M UALUNITED AIRLINES HOLDINGS INC203%$108.10M CDWCDW CORPNew$104.60M

IWMCLLIWM318%$99.10M

SNDKSANDISK CORP8%$79.40M RVMDREVOLUTION MEDICINES INC27%$74.80M BTDRBITDEER TECHNOLOGIES GROUPNew$64.70M AVGOBROADCOM INCSold$60.60M CRHCRH PUBLIC LTD CO47%$59.20M DALDELTA AIR LINES INCNew$56.50M TSLACLLTESLA INCNew$53.00M FLRFLUOR CORPNew$51.50M OPCHOPTION CARE HEALTH INCSold$50.30M DHIHORTON D R INCNew$48.70M AMDADVANCED MICRO DEVICES INCNew$42.30M PANWPALO ALTO NETWORKS INCNew$39.80M CLFCLEVELAND-CLIFFS INC82%$39.60M FIGRFIGURE TECHNOLOGY SOLUTIONS INCSold$39.10M HUTHUT 8 CORPNew$36.30M CDWCLLCDW CORPNew$35.20M QSRRESTAURANT BRANDS INTERNATIONAL INCSold$33.60M

ARGTFNDARGT15%$30.00M

LSCCLATTICE SEMICONDUCTOR CORPSold$30.00M WWDWOODWARD INC68%$28.60M METACLLMETA PLATFORMS INCNew$28.20M PTGXPROTAGONIST THERAPEUTICS INC31%$25.60M ROKUROKU INC75%$25.40M CVCOCAVCO INDUSTRIES INCNew$24.30M HUMHUMANA INCSold$23.80M ADMAADMA BIOLOGICS INC80%$23.30M PURRHYPERLIQUID STRATEGIES INCNew$23.10M RMBSRAMBUS INCNew$23.00M TWLOTWILIO INCSold$22.90M RYTMRHYTHM PHARMACEUTICALS INCNew$22.60M SKYCHAMPION HOMES INCNew$22.40M DAKTDAKTRONICS INC99%$22.00M JBLJABIL INCSold$21.80M PCTPURECYCLE TECHNOLOGIES INC178%$21.70M SCCOSOUTHERN COPPER CORP1%$21.40M ENTGENTEGRIS INCNew$21.30M TEVATEVA PHARMACEUTICAL INDUSTRIES LTD74%$21.20M AEVAAEVA TECHNOLOGIES INCNew$20.70M

GSGFNDGSGSold$20.70M

RIOTRIOT PLATFORMS INCNew$20.70M EQIXEQUINIX INCNew$19.20M LRCXLAM RESEARCH CORPNew$18.90M BEBLOOM ENERGY CORPSold$18.50M INTCINTEL CORPSold$18.20M DFTXDEFINIUM THERAPEUTICS INCNew$16.80M

RSPFNDRSPNew$15.80M

TXG10X GENOMICS INCNew$15.50M WABWESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP40%$15.30M LLYELI LILLY & CONew$14.80M NETCLOUDFLARE INCSold$10.80M LYBLYONDELLBASELL INDUSTRIES NVSold$10.60M RGENREPLIGEN CORPNew$10.60M RKTROCKET COMPANIES INCNew$10.30M BIDUBAIDU INCNew$10.10M ARMARM HOLDINGS PLC74%$10.00M CVNACARVANA CONew$9.90M RDDTREDDIT INCNew$9.80M TWSTTWIST BIOSCIENCE CORPSold$9.80M AAALCOA CORP88%$9.70M COHRCOHERENT CORPSold$9.60M DHRDANAHER CORPNew$9.60M TMOTHERMO FISHER SCIENTIFIC INCNew$9.60M CLSCELESTICA INCSold$9.40M FFIVF5 INCNew$9.20M STUBSTUBHUB HOLDINGS INCSold$8.50M SKESKEENA RESOURCES LTDNew$8.00M MUMICRON TECHNOLOGY INCSold$7.90M GLUEMONTE ROSA THERAPEUTICS INCNew$7.20M ECHOECHOSTAR CORPSold$7.10M ALMALMONTY INDUSTRIES INCSold$6.80M RLAYRELAY THERAPEUTICS INCNew$6.50M CCCCCC INTELLIGENT SOLUTIONS HOLDINGS INCNew$6.00M UWMCUWM HOLDINGS CORPNew$5.90M NVTSNAVITAS SEMICONDUCTOR CORPNew$5.60M FTAIFTAI AVIATION LTDNew$5.50M BEAMBEAM THERAPEUTICS INCNew$5.30M LITELUMENTUM HOLDINGS INCSold$4.90M MELIMERCADOLIBRE INCSold$4.80M AURAURORA INNOVATION INCNew$4.30M IRENIREN LTDNew$4.00M GGALGRUPO FINANCIERO GALICIA SANew$3.00M WLKWESTLAKE CORPSold$2.50M

Changes are share-count changes vs. the prior quarter

About this investor

Duquesne Family Office manages Stanley Druckenmiller's own capital, continuing the global macro approach he ran for decades. Druckenmiller is known for concentrating heavily into high-conviction ideas across currencies, bonds, commodities and equities, then sizing them aggressively while cutting losers fast. The style blends top-down macro reads with bottom-up stock selection.

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