Stanley Druckenmiller portfolio
Updated November 15, 2026
Stanley Druckenmiller (Duquesne Family Office) — Soros's former partner, with one of the best return records in history; moves quickly with macro trends.
According to the latest 13F report that Duquesne Family Office filed with the SEC (Q2 2026, filed August 14, 2026), its US stock portfolio is worth about $4.4B across 86 holdings. The largest positions are Natera IncNTRA, Taiwan Semiconductor-sp ADRTSM, Stmicroelectronics Nv-ny SHSSTM, and the top 10 make up 52% of the portfolio.
| # | Stock | Weight | Value | Change this quarter |
|---|---|---|---|---|
| 1 | Natera IncNTRA | 19.9% | $865M | Added +4% |
| 2 | Taiwan Semiconductor-sp ADRTSM | 6.5% | $282M | Added +19% |
| 3 | Stmicroelectronics Nv-ny SHSSTM | 5.3% | $232M | Added +19% |
| 4 | Insmed IncINSM | 3.5% | $152M | Added +23% |
| 5 | YPF S.a.-sponsored ADRYPF | 3.3% | $143M | Trimmed +3% |
| 6 | Amazon.com IncAMZN | 3.0% | $129M | Added +1083% |
| 7 | Bbb Foods IncTBBB | 2.8% | $121M | Trimmed +7% |
| 8 | Alphabet Inc-cl AGOOGL | 2.8% | $120M | New buy |
| 9 | Ishares Msci Brazil ETFEWZ | 2.7% | $119M | — |
| 10 | Seagate Technology Hldngs PlSTX | 2.7% | $118M | Added +141% |
| 11 | FOX Corp - Class AFOXA | 2.6% | $115M | New buy |
| 12 | United Airlines Holdings IncUAL | 2.5% | $108M | Added +203% |
| 13 | SEA Ltd-adrSE | 2.4% | $105M | — |
| 14 | CDW Corp/deCDW | 2.4% | $105M | New buy |
| 15 | Newamsterdam Pharma CompanyNAMS | 2.4% | $104M | — |
| 16 | Sandisk CorpSNDK | 1.8% | $79M | Trimmed +9% |
| 17 | Revolution Medicines IncRVMD | 1.7% | $75M | Added +27% |
| 18 | Bitdeer Technologies GroupBTDR | 1.5% | $65M | New buy |
| 19 | Crh Plc | 1.4% | $59M | Added +47% |
| 20 | Delta AIR Lines IncDAL | 1.3% | $56M | New buy |
| 21 | Fluor CorpFLR | 1.2% | $51M | New buy |
| 22 | DR Horton IncDHI | 1.1% | $49M | New buy |
| 23 | Coupang IncCPNG | 1.1% | $46M | — |
| 24 | Advanced Micro DevicesAMD | 1.0% | $42M | New buy |
| 25 | Palo Alto Networks IncPANW | 0.9% | $40M | New buy |
| 26 | Cleveland-cliffs IncCLF | 0.9% | $40M | Added +82% |
| 27 | HUT 8 CorpHUT | 0.8% | $36M | New buy |
| 28 | Caris Life Sciences IncCAI | 0.8% | $34M | — |
| 29 | Global X Msci Argentina ETFARGT | 0.7% | $30M | Trimmed +15% |
| 30 | FOX Corp - Class BFOX | 0.7% | $30M | New buy |
| 31 | Woodward IncWWD | 0.7% | $29M | Trimmed +68% |
| 32 | Nuvation BIO IncNUVB | 0.6% | $26M | — |
| 33 | Protagonist Therapeutics IncPTGX | 0.6% | $26M | Added +31% |
| 34 | Roku IncROKU | 0.6% | $25M | Trimmed +75% |
| 35 | Cavco Industries IncCVCO | 0.6% | $24M | New buy |
| 36 | Adma Biologics IncADMA | 0.5% | $23M | Added +80% |
| 37 | Hyperliquid StrategiesPURR | 0.5% | $23M | New buy |
| 38 | Rambus IncRMBS | 0.5% | $23M | New buy |
| 39 | Rhythm Pharmaceuticals IncRYTM | 0.5% | $23M | New buy |
| 40 | Champion Homes IncSKY | 0.5% | $22M | New buy |
Positions sold out
Broadcom IncAVGO, Option Care Health IncOPCH, Figure Technology Solut-cl AFIGR, Restaurant Brands InternQSR, Lattice Semiconductor CorpLSCC, Humana IncHUM, Twilio Inc - ATWLO, Jabil IncJBL, Ishares S&P Gsci Commodity IGSG, Bloom Energy Corp- ABE, Intel CorpINTC, Cloudflare Inc - Class ANET, Lyondellbasell Industries NvLYB, Twist Bioscience CorpTWST, Coherent CorpCOHR
Frequently asked questions
What does Stanley Druckenmiller own now?
According to the latest 13F (Q2 2026), the largest holdings are Natera IncNTRA, Taiwan Semiconductor-sp ADRTSM, Stmicroelectronics Nv-ny SHSSTM. The full list is in the table above.
What is a 13F report?
US investment managers with more than $100 million in US stocks must list their holdings with the SEC within 45 days after each quarter ends.
Why is the data delayed?
Because 13F reports arrive up to 45 days after the quarter ends, the manager may have traded since then.
Should I copy this portfolio?
Knowing what great investors buy is a good source of ideas, but because of the delay and different goals, copying blindly is not recommended.
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