Stanley Druckenmiller
Net buyingDuquesne Family Office LLC — managed by Stanley Druckenmiller; US equity positions disclosed quarterly via SEC 13F
Data as of 2026-06-30 (filed 2026-08-14) · Source: SEC EDGAR
New
Added
Exited
By what price implies: 32 demand a demanding growth rate, 3 modest.
SEC 13F · latest filing
Holdings
- Natera IncNTRABig newValue$864.9MValuation—Holders5Weight19.9%
- Value$281.6MValuation—Holders28Weight6.5%
- Stmicroelectronics N VSTMAdding 3qValue$232.4MValuation—Holders3Weight5.3%
- Value$174.7MValuation—Holders4Weight—
- Insmed IncINSMBig newValue$151.9MValuation—Holders3Weight3.5%
- Value$145.9MValuation—Holders1Weight—
- Insmed IncINSMCALLBig newValue$143.9MValuation—Holders3Weight—
- Ypf Sociedad AnonimaYPFCore 8qValue$142.7MValuation—Holders4Weight3.3%
- Value$129.1MValuation—Holders39Weight3.0%
- Value$120.9MValuation—Holders3Weight2.8%
- Value$120.2MValuation—Holders41Weight2.8%
- Value$118.5MValuation—Holders1Weight2.7%
- Value$117.7MValuation—Holders5Weight2.7%
- Value$115.0MValuation—Holders4Weight2.6%
- Value$109.5MValuation—Holders39Weight—
- Value$108.1MValuation—Holders5Weight2.5%
- Value$105.4MValuation—Holders10Weight2.4%
- Value$104.6MValuation—Holders6Weight2.4%
- Newamsterdam Pharma CompanyNAMSNo trim 8qValue$104.0MValuation—Holders3Weight2.4%
- Value$99.1MValuation—Holders—Weight—
- Value$79.4MValuation—Holders4Weight1.8%
- Value$74.8MValuation—Holders1Weight1.7%
- State Str Spdr S&P 500 Etf TSPYCALLNo trim 5qValue$67.2MValuation—Holders—Weight—
- Value$64.7MValuation—Holders3Weight1.5%
- Value$59.2MValuation—Holders7Weight1.4%
Showing top 25 of 95 positions
About this investor
About this investor
Portfolio overview
Duquesne Family Office LLC's most recent 13F filing, for the quarter ended 2026-06-30, reports 86 positions worth $4.35B. The top 5 holdings represent 38% of that value, a moderately concentrated portfolio.
The single largest position is Natera Inc at 19.9% of the portfolio, followed by Taiwan Semiconductor Manufac at 6.5% and Stmicroelectronics N V at 5.3%.
Against the prior quarter, Stanley Druckenmiller opened 44 new positions, exited 23, added to 15, and trimmed 10. The largest new buy was Alphabet Inc. The most notable sale was the full exit from Option Care Health Inc.
Across all 8 quarters on file, Natera Inc has appeared in every filing, as has Taiwan Semiconductor Manufac. Natera Inc currently ranks first by value.
A 13F is filed roughly 45 days after quarter-end and covers only long positions in US-listed equities, so it is a lagging and partial view of the portfolio. Source: SEC EDGAR.
Stanley Druckenmiller has no positions in the strike zone right now. Browse the whole market by value band
Sources· SEC EDGAR 13F as of 2026-06-30 · filed 2026-08-14
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