Stanley Druckenmiller

Macro / Growth

Duquesne Family Office

Former head of Duquesne Capital. One of the most successful macro investors of all time, with an unmatched track record spanning four decades.

Q2 2026 13F FilingFiled August 14, 2026View on SEC EDGAR

Total positions

Portfolio value

$3.0M

Top-10 concentration

34.5%

New positions

Exited positions

vs last quarter:▲ 51 new↑ 6 increased↓ 5 reduced

Sector allocation10 sectors

Healthcare42.1%

Technology14.1%

Consumer Cyclical10.5%

Other9.0%

Industrials8.1%

Basic Materials5.2%

Consumer Defensive4.3%

Communication Services3.1%

Financial Services3.0%

Real Estate0.6%

Q2 2026 Portfolio65 positions

#, Company, % of Portfolio, Value
#	Company	% of Portfolio	Value	Shares	vs Last Qtr
1	NTRANatera Inc8	16.6%	$865K	3.19M	NEW
2	INSMInsmed Inc6	2.8%	$144K	1.35M	132K
3	YPFYpf Sociedad Anonima2	2.7%	$143K	3.14M	2.53M
4	TBBBBbb Foods Inc	2.3%	$121K	2.90M	227K
5	AMZNAmazon Com Inc19	2.1%	$109K	459K	379K
6	UALUnited Airls Hldgs Inc3	2.1%	$108K	795K	446K
7	SESea Ltd11	2.0%	$105K	1.10M	156K
8	SNDKSandisk Corp7	1.5%	$79K	35K	3K
9	BTDRBitdeer Technologies Group3	1.2%	$65K	4.07M	NEW
10	CRHCrh Plc5	1.1%	$59K	554K	79K
11	DALDelta Air Lines Inc4	1.1%	$56K	603K	NEW
12	TSLATesla Inc13	1.0%	$53K	126K	NEW
13	FLRFluor Corp6	0.99%	$51K	982K	NEW
14	DHID R Horton Inc4	0.93%	$49K	299K	NEW
15	CPNGCoupang Inc7	0.89%	$46K	2.67M	NEW
16	AMDAdvanced Micro Devices Inc13	0.81%	$42K	73K	NEW
17	PANWPalo Alto Networks Inc7	0.76%	$40K	117K	NEW
18	CLFCleveland-Cliffs Inc New4	0.76%	$40K	4.22M	NEW
19	HUTHut 8 Corp7	0.70%	$36K	314K	NEW
20	CDWCdw Corp3	0.67%	$35K	250K	NEW
21	CAICaris Life Sciences Inc2	0.65%	$34K	1.89M	NEW
22	FOXFox Corp	0.57%	$30K	633K	NEW
23	WWDWoodward Inc6	0.55%	$29K	67K	NEW
24	METAMeta Platforms Inc17	0.54%	$28K	50K	NEW
25	NUVBNuvation Bio Inc2	0.49%	$26K	4.54M	NEW
26	PTGXProtagonist Therapeutics Inc2	0.49%	$26K	209K	NEW
27	ROKURoku Inc6	0.49%	$25K	184K	NEW
28	CVCOCavco Inds Inc Del3	0.47%	$24K	40K	NEW
29	ADMAAdma Biologics Inc	0.45%	$23K	2.78M	NEW
30	PURRHyperliquid Strategies Inc	0.44%	$23K	2.94M	NEW
31	RMBSRambus Inc Del3	0.44%	$23K	173K	NEW
32	RYTMRhythm Pharmaceuticals Inc3	0.43%	$23K	204K	NEW
33	SKYChampion Homes Inc4	0.43%	$22K	254K	NEW
34	DAKTDaktronics Inc2	0.42%	$22K	1.12M	NEW
35	SCCOSouthern Copper Corp	0.41%	$21K	123K	2K
36	LINLinde Plc7	0.41%	$21K	41K	—
37	ENTGEntegris Inc2	0.41%	$21K	118K	726K
38	TEVATeva Pharmaceutical Inds Ltd6	0.41%	$21K	625K	NEW
39	UUnity Software Inc7	0.41%	$21K	739K	NEW
40	AEVAAeva Technologies Inc	0.40%	$21K	720K	NEW
41	RIOTRiot Platforms Inc5	0.40%	$21K	755K	NEW
42	QQnity Electronics Inc4	0.39%	$21K	126K	NEW
43	EQIXEquinix Inc6	0.37%	$19K	18K	NEW
44	LRCXLam Research Corp9	0.36%	$19K	44K	NEW
45	DFTXDefinium Therapeutics Inc	0.32%	$17K	357K	NEW
46	TXG10X Genomics Inc3	0.30%	$15K	403K	NEW
47	LLYEli Lilly & Co10	0.28%	$15K	12K	NEW
48	XENEXenon Pharmaceuticals Inc2	0.28%	$14K	239K	NEW
49	OLMAOlema Pharmaceuticals Inc	0.24%	$12K	987K	NEW
50	RGENRepligen Corp2	0.20%	$11K	77K	NEW
51	CVNACarvana Co7	0.19%	$10K	151K	NEW
52	RDDTReddit Inc10	0.19%	$10K	57K	NEW
53	AAAlcoa Corp4	0.19%	$10K	186K	1.19M
54	TMOThermo Fisher Scientific Inc9	0.18%	$10K	19K	NEW
55	DHRDanaher Corp Del9	0.18%	$10K	50K	NEW
56	FFIVF5 Inc4	0.18%	$9K	22K	NEW
57	JBSJbs N.V.2	0.15%	$8K	656K	—
58	GLUEMonte Rosa Therapeutics Inc2	0.14%	$7K	298K	NEW
59	RLAYRelay Therapeutics Inc2	0.13%	$7K	349K	NEW
60	UWMCUwm Holdings Corporation	0.11%	$6K	2.58M	NEW
61	NVTSNavitas Semiconductor Corp2	0.11%	$6K	311K	NEW
62	SOLSSolstice Advanced Matls Inc2	0.11%	$6K	63K	—
63	BEAMBeam Therapeutics Inc3	0.10%	$5K	154K	NEW
64	IRENIren Limited6	0.08%	$4K	87K	NEW
65	WVEWave Life Sciences Ltd2	0.02%	$1K	173K	NEW

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Data sourced from SEC 13F-HR filings via EDGAR. Holdings are reported quarterly and may not reflect current positions. CUSIP-to-ticker mapping is approximate. Not financial advice.