Duquesne Family Office LLC
Stanley Druckenmiller · As of Q2 2025 · filed Aug 15, 2025
| NTRA NATERA INC | 12.8% | Reduced −9.3% | 3,085,190 | $521.2M |
| TEVA TEVA PHARMACEUTICAL-SP ADR | 6.6% | Added +7.3% | 15,968,935 | $267.6M |
| INSM INSMED INC | 5.6% | Added +64.6% | 2,253,435 | $226.8M |
| WWD WOODWARD INC | 5.1% | Reduced −22.7% | 848,910 | $208.1M |
| TSM TAIWAN SEMICONDUCTOR-SP ADR | 4.3% | Added +27.8% | 765,085 | $173.3M |
| PM PHILIP MORRIS INTERNATIONAL | 3.7% | Reduced −26.2% | 815,975 | $148.6M |
| MELI MERCADOLIBRE INC | 3.4% | Held | 53,725 | $140.4M |
| ENTG ENTEGRIS INC | 3.3% | New | 1,645,885 | $132.7M |
| CPNG COUPANG INC | 3.0% | Reduced −55.9% | 4,105,424 | $123.0M |
| FLUT FLUTTER ENTERTAINMENT PLC-DI | 2.8% | Added +7.4% | 405,320 | $115.8M |
| COHR COHERENT CORP | 2.5% | Reduced −47.9% | 1,157,840 | $103.3M |
| DOCU DOCUSIGN INC | 2.5% | Added +20.1% | 1,290,440 | $100.5M |
| MSFT MICROSOFT CORP | 2.5% | New | 200,930 | $99.9M |
| ROKU ROKU INC | 2.4% | Added +123.0% | 1,100,500 | $96.7M |
| I9SA VERONA PHARMA PLC - ADR | 2.3% | Held | 1,002,080 | $94.8M |
| LLY ELI LILLY & CO | 1.9% | Added +6.2% | 100,675 | $78.5M |
| WBD WARNER BROS DISCOVERY INC | 1.8% | New | 6,537,160 | $74.9M |
| EQT EQT CORP | 1.8% | Added +45.8% | 1,252,700 | $73.1M |
| IWM CALL ISHARES RUSSELL 2000 ETF | 1.8% | New | 335,000 | $72.3M |
| C CITIGROUP INC | 1.4% | New | 666,300 | $56.7M |
| SPY CALL SS SPDR S&P 500 ETF TRUST-US | 1.4% | New | 90,000 | $55.6M |
| XLF SS FINANCIAL SELECT SECTOR | 1.3% | New | 985,300 | $51.6M |
| QSR RESTAURANT BRANDS INTERN | 1.2% | New | 751,010 | $49.8M |
| SE SEA LTD-ADR | 1.2% | New | 309,730 | $49.5M |
| NU NU HOLDINGS LTD/CAYMAN ISL-A | 1.2% | New | 3,415,365 | $46.9M |
| DAKT DAKTRONICS INC | 1.1% | Added +0.3% | 3,076,224 | $46.5M |
| U UNITY SOFTWARE INC | 1.1% | New | 1,774,050 | $42.9M |
| CZR CAESARS ENTERTAINMENT INC | 1.0% | Reduced −9.9% | 1,395,875 | $39.6M |
| DAL DELTA AIR LINES INC | 1.0% | Added +129.9% | 793,510 | $39.0M |
| WAB WABTEC CORP | 0.9% | Reduced −43.4% | 170,510 | $35.7M |
| CRS CARPENTER TECHNOLOGY | 0.9% | New | 126,635 | $35.0M |
| GLW CORNING INC | 0.8% | New | 623,145 | $32.8M |
| PCT PURECYCLE TECHNOLOGIES INC | 0.8% | Reduced −31.6% | 2,303,084 | $31.6M |
| KMI KINDER MORGAN INC | 0.8% | Reduced −35.2% | 1,071,665 | $31.5M |
| APP APPLOVIN CORP-CLASS A | 0.8% | Added +122.5% | 89,458 | $31.3M |
| UAL UNITED AIRLINES HOLDINGS INC | 0.7% | Added +2.3% | 377,120 | $30.0M |
| GS GOLDMAN SACHS GROUP INC | 0.7% | New | 42,000 | $29.7M |
| BCS BARCLAYS PLC-SPONS ADR | 0.7% | Reduced −59.4% | 1,549,950 | $28.8M |
| ILMN ILLUMINA INC | 0.7% | New | 300,615 | $28.7M |
| STX SEAGATE TECHNOLOGY HOLDINGS | 0.7% | Reduced −10.0% | 197,490 | $28.5M |
| TWLO TWILIO INC - A | 0.6% | Reduced −44.6% | 200,475 | $24.9M |
| AVGO BROADCOM INC | 0.6% | New | 86,140 | $23.7M |
| ARGT GLOBAL X MSCI ARGENTINA ETF | 0.6% | Reduced −39.7% | 267,700 | $22.7M |
| YPF YPF S.A.-SPONSORED ADR | 0.5% | Reduced −66.1% | 703,995 | $22.1M |
| EWZ ISHARES MSCI BRAZIL ETF | 0.5% | New | 738,800 | $21.3M |
| HAS HASBRO INC | 0.5% | New | 281,100 | $20.8M |
| OPCH OPTION CARE HEALTH INC | 0.5% | New | 636,850 | $20.7M |
| XPO XPO INC | 0.5% | New | 163,100 | $20.6M |
| NTRA CALL NATERA INC | 0.5% | New | 114,500 | $19.3M |
| BAC BANK OF AMERICA CORP | 0.4% | New | 341,900 | $16.2M |
| CHYM CHIME FINANCIAL INC-CL A | 0.4% | New | 466,825 | $16.1M |
| BMA BANCO MACRO SA-ADR | 0.4% | Reduced −48.8% | 220,900 | $15.5M |
| NAMS NEWAMSTERDAM PHARMA CO NV | 0.4% | Added +4.0% | 832,175 | $15.1M |
| VKTX VIKING THERAPEUTICS INC | 0.4% | New | 549,295 | $14.6M |
| GGAL GRUPO FINANCIERO GALICIA-ADR | 0.3% | Reduced −39.3% | 231,481 | $11.7M |
| BWXT BWX TECHNOLOGIES INC | 0.3% | New | 76,475 | $11.0M |
| INSM CALL INSMED INC | 0.2% | New | 100,000 | $10.1M |
| TBBB BBB FOODS INC-CLASS A | 0.2% | New | 360,550 | $10.0M |
| DHI DR HORTON INC | 0.2% | New | 77,400 | $10.0M |
| LEN LENNAR CORP-A | 0.2% | New | 89,900 | $9.9M |
| BLDR BUILDERS FIRSTSOURCE INC | 0.2% | New | 85,065 | $9.9M |
| FCX FREEPORT-MCMORAN INC | 0.2% | Reduced −77.9% | 224,800 | $9.7M |
| CCC CCC INTELLIGENT SOLUTIONS HO | 0.2% | Reduced −82.0% | 1,007,944 | $9.5M |
| ELVN ENLIVEN THERAPEUTICS INC | 0.2% | New | 463,000 | $9.3M |
| ESLT ELBIT SYSTEMS LTD | 0.2% | New | 18,287 | $8.2M |
| TMO THERMO FISHER SCIENTIFIC INC | 0.1% | New | 12,200 | $4.9M |
| DHR DANAHER CORP | 0.1% | New | 24,700 | $4.9M |
| CC CHEMOURS CO | 0.1% | New | 421,800 | $4.8M |
| JOBY JOBY AVIATION INC | 0.0% | Held | 31,489 | $332K |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| DAL CALL DELTA AIR LINES INC | 949,500 | $41.4M |
| COF CAPITAL ONE FINANCIAL CORP | 197,670 | $35.4M |
| SWTXUSD SPRINGWORKS THERAPEUTICS INC | 615,929 | $27.2M |
| AMZN AMAZON.COM INC | 136,765 | $26.0M |
| Ascendis Pharma A/S | 158,720 | $24.7M |
| STX CALL SEAGATE TECHNOLOGY HOLDINGS | 246,500 | $20.9M |
| BN BROOKFIELD CORP | 315,925 | $16.6M |
| TECK TECK RESOURCES LTD-CLS B | 431,545 | $15.7M |
| UAL CALL UNITED AIRLINES HOLDINGS INC | 226,000 | $15.6M |
| BBIO BRIDGEBIO PHARMA INC | 438,050 | $15.1M |
| FLEX FLEX LTD | 348,900 | $11.5M |
| EXE EXPAND ENERGY CORP | 97,700 | $10.9M |
| AR ANTERO RESOURCES CORP | 258,400 | $10.4M |
| PI IMPINJ INC | 108,475 | $9.8M |
| TSLA TESLA INC | 18,838 | $4.9M |
| RARE ULTRAGENYX PHARMACEUTICAL IN | 85,445 | $3.1M |
| AAL AMERICAN AIRLINES GROUP INC | 133,728 | $1.4M |
| IVVD INVIVYD INC | 571,425 | $346K |
Holdings reflect long positions disclosed in 13F filings only and exclude short positions, cash, and other non-13F assets. Holdings data sourced from SEC EDGAR. Not investment advice. Full disclaimer.