Duquesne Family Office LLC
Stanley Druckenmiller · As of Q2 2026 · filed Aug 14, 2026
| NTRA NATERA INC | 16.6% | Added +4.0% | 3,186,306 | $864.9M |
| TSM TAIWAN SEMICONDUCTOR-SP ADR | 5.4% | Added +19.1% | 589,680 | $281.6M |
| STM STMICROELECTRONICS NV-NY SHS | 4.5% | Added +18.8% | 3,102,880 | $232.4M |
| RSP CALL INVESCO S&P 500 EQUAL WEIGHT | 3.4% | Held | 821,000 | $174.7M |
| INSM INSMED INC | 2.9% | Added +23.4% | 1,424,690 | $151.9M |
| EWZ CALL ISHARES MSCI BRAZIL ETF | 2.8% | Held | 4,228,000 | $145.9M |
| INSM CALL INSMED INC | 2.8% | New | 1,350,000 | $143.9M |
| YPF YPF S.A.-SPONSORED ADR | 2.7% | Reduced −3.0% | 3,138,897 | $142.7M |
| AMZN AMAZON.COM INC | 2.5% | Added +1082.5% | 541,600 | $129.1M |
| TBBB BBB FOODS INC-CLASS A | 2.3% | Reduced −6.7% | 2,901,733 | $120.9M |
| GOOGL ALPHABET INC-CL A | 2.3% | New | 336,300 | $120.2M |
| EWZ ISHARES MSCI BRAZIL ETF | 2.3% | Held | 3,436,170 | $118.5M |
| STX SEAGATE TECHNOLOGY HOLDINGS | 2.3% | Added +140.6% | 122,000 | $117.7M |
| FOXA FOX CORP - CLASS A | 2.2% | New | 2,204,600 | $115.0M |
| AMZN CALL AMAZON.COM INC | 2.1% | Added +129.7% | 459,300 | $109.5M |
| UAL UNITED AIRLINES HOLDINGS INC | 2.1% | Added +202.8% | 794,795 | $108.1M |
| SE SEA LTD-ADR | 2.0% | Held | 1,099,905 | $105.4M |
| CDW CDW CORP/DE | 2.0% | New | 743,950 | $104.6M |
| NAMS NEWAMSTERDAM PHARMA CO NV | 2.0% | Held | 3,070,146 | $104.0M |
| IWM CALL ISHARES RUSSELL 2000 ETF | 1.9% | Added +317.7% | 330,000 | $99.1M |
| SNDK SANDISK CORP | 1.5% | Reduced −8.5% | 34,900 | $79.4M |
| RVMD REVOLUTION MEDICINES INC | 1.4% | Added +26.5% | 399,587 | $74.8M |
| SPY CALL SS SPDR S&P 500 ETF TRUST-US | 1.3% | Held | 90,000 | $67.2M |
| BTDR BITDEER TECHNOLOGIES GROUP-A | 1.2% | New | 4,074,993 | $64.7M |
| CRH CRH PLC | 1.1% | Added +46.6% | 553,555 | $59.2M |
| DAL DELTA AIR LINES INC | 1.1% | New | 603,000 | $56.5M |
| TSLA CALL TESLA INC | 1.0% | New | 126,000 | $53.0M |
| FLR FLUOR CORP | 1.0% | New | 982,200 | $51.5M |
| DHI DR HORTON INC | 0.9% | New | 299,000 | $48.7M |
| CPNG COUPANG INC | 0.9% | Held | 2,667,485 | $46.3M |
| AMD ADVANCED MICRO DEVICES | 0.8% | New | 72,900 | $42.3M |
| PANW PALO ALTO NETWORKS INC | 0.8% | New | 116,650 | $39.8M |
| CLF CLEVELAND-CLIFFS INC | 0.8% | Added +82.2% | 4,216,184 | $39.6M |
| HUT HUT 8 CORP | 0.7% | New | 314,150 | $36.3M |
| CDW CALL CDW CORP/DE | 0.7% | New | 250,000 | $35.2M |
| CAI CARIS LIFE SCIENCES INC | 0.6% | Held | 1,894,450 | $33.8M |
| ARGT GLOBAL X MSCI ARGENTINA ETF | 0.6% | Reduced −15.1% | 328,800 | $30.0M |
| FOX FOX CORP - CLASS B | 0.6% | New | 632,600 | $29.6M |
| WWD WOODWARD INC | 0.5% | Reduced −68.2% | 67,194 | $28.6M |
| META CALL META PLATFORMS INC-CLASS A | 0.5% | New | 50,000 | $28.2M |
| NUVB NUVATION BIO INC | 0.5% | Held | 4,539,800 | $25.8M |
| PTGX PROTAGONIST THERAPEUTICS INC | 0.5% | Added +30.8% | 208,900 | $25.6M |
| ROKU ROKU INC | 0.5% | Reduced −75.5% | 184,055 | $25.4M |
| CVCO CAVCO INDUSTRIES INC | 0.5% | New | 39,500 | $24.3M |
| ADMA ADMA BIOLOGICS INC | 0.4% | Added +80.1% | 2,784,110 | $23.3M |
| PURR HYPERLIQUID STRATEGIES | 0.4% | New | 2,941,500 | $23.1M |
| RMBS RAMBUS INC | 0.4% | New | 173,000 | $23.0M |
| RYTM RHYTHM PHARMACEUTICALS INC | 0.4% | New | 203,618 | $22.6M |
| SKY CHAMPION HOMES INC | 0.4% | New | 254,400 | $22.4M |
| DAKT DAKTRONICS INC | 0.4% | Added +99.6% | 1,123,109 | $22.0M |
| PCT PURECYCLE TECHNOLOGIES INC | 0.4% | Added +178.4% | 2,681,415 | $21.7M |
| SCCO SOUTHERN COPPER CORP | 0.4% | Added +1.0% | 123,060 | $21.4M |
| LIN LINDE PLC | 0.4% | Held | 41,200 | $21.4M |
| ENTG ENTEGRIS INC | 0.4% | New | 118,300 | $21.3M |
| TEVA TEVA PHARMACEUTICAL-SP ADR | 0.4% | Reduced −73.7% | 624,999 | $21.2M |
| U UNITY SOFTWARE INC | 0.4% | Held | 738,785 | $21.1M |
| AEVA AEVA TECHNOLOGIES INC | 0.4% | New | 720,175 | $20.7M |
| RIOT RIOT PLATFORMS INC | 0.4% | New | 754,800 | $20.7M |
| Q QNITY ELECTRONICS INC | 0.4% | Held | 125,655 | $20.5M |
| EQIX EQUINIX INC | 0.4% | New | 18,450 | $19.2M |
| LRCX LAM RESEARCH CORP | 0.4% | New | 43,600 | $18.9M |
| DFTX DEFINIUM THERAPEUTICS INC | 0.3% | New | 356,600 | $16.8M |
| BLTE BELITE BIO INC - ADR | 0.3% | Held | 106,100 | $16.3M |
| RSP INVESCO S&P 500 EQUAL WEIGHT | 0.3% | New | 74,400 | $15.8M |
| TXG 10X GENOMICS INC-CLASS A | 0.3% | New | 403,100 | $15.5M |
| WAB WABTEC CORP | 0.3% | Reduced −40.4% | 56,595 | $15.3M |
| LLY ELI LILLY & CO | 0.3% | New | 12,380 | $14.8M |
| XENE XENON PHARMACEUTICALS INC | 0.3% | Held | 238,600 | $14.4M |
| OLMA OLEMA PHARMACEUTICALS INC | 0.2% | Held | 986,827 | $12.3M |
| RGEN REPLIGEN CORP | 0.2% | New | 77,400 | $10.6M |
| RKT ROCKET COS INC-CLASS A | 0.2% | New | 652,220 | $10.3M |
| BIDU BAIDU INC - SPON ADR | 0.2% | New | 88,200 | $10.1M |
| ARM ARM HOLDINGS PLC-ADR | 0.2% | Reduced −73.7% | 28,090 | $10.0M |
| CVNA CARVANA CO | 0.2% | New | 151,000 | $9.9M |
| RDDT REDDIT INC-CL A | 0.2% | New | 56,550 | $9.8M |
| AA ALCOA CORP | 0.2% | Reduced −87.6% | 185,640 | $9.7M |
| TMO THERMO FISHER SCIENTIFIC INC | 0.2% | New | 19,200 | $9.6M |
| DHR DANAHER CORP | 0.2% | New | 50,300 | $9.6M |
| FFIV F5 INC | 0.2% | New | 22,000 | $9.2M |
| VIST VISTA ENERGY SAB DE CV | 0.2% | Held | 134,700 | $8.6M |
| SKE SKEENA RESOURCES LTD | 0.2% | New | 300,200 | $8.0M |
| JBS JBS NV-A | 0.1% | Held | 655,900 | $7.8M |
| GLUE MONTE ROSA THERAPEUTICS INC | 0.1% | New | 297,600 | $7.2M |
| RLAY RELAY THERAPEUTICS INC | 0.1% | New | 349,000 | $6.5M |
| DBVT DBV TECHNOLOGIES SA-SPON ADR | 0.1% | Held | 383,363 | $6.3M |
| CCC CCC INTELLIGENT SOLUTIONS HO | 0.1% | New | 1,170,900 | $6.0M |
| UWMC UWM HOLDINGS CORP | 0.1% | New | 2,583,000 | $5.9M |
| NVTS NAVITAS SEMICONDUCTOR CORP | 0.1% | New | 311,100 | $5.6M |
| SOLS SOLSTICE ADV MATERIALS INC | 0.1% | Held | 62,525 | $5.5M |
| FTAI FTAI AVIATION LTD | 0.1% | New | 20,200 | $5.5M |
| BEAM BEAM THERAPEUTICS INC | 0.1% | New | 153,600 | $5.3M |
| AUR AURORA INNOVATION INC | 0.1% | New | 633,700 | $4.3M |
| IREN IREN LTD | 0.1% | New | 87,100 | $4.0M |
| GGAL GRUPO FINANCIERO GALICIA-ADR | 0.1% | New | 59,500 | $3.0M |
| 96663EUR WAVE LIFE SCIENCES LTD | 0.0% | Held | 173,000 | $1.0M |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| AVGO BROADCOM INC | 195,955 | $60.6M |
| OPCH OPTION CARE HEALTH INC | 1,868,550 | $50.3M |
| FIGR FIGURE TECHNOLOGY SOLUT-CL A | 1,150,415 | $39.1M |
| QSR RESTAURANT BRANDS INTERN | 454,435 | $33.6M |
| LSCC LATTICE SEMICONDUCTOR CORP | 323,135 | $30.0M |
| HUM HUMANA INC | 137,505 | $23.8M |
| TWLO TWILIO INC - A | 181,760 | $22.9M |
| JBL JABIL INC | 82,200 | $21.8M |
| GSG ISHARES S&P GSCI COMMODITY I | 643,000 | $20.7M |
| BE BLOOM ENERGY CORP- A | 136,320 | $18.5M |
| INTC INTEL CORP | 411,400 | $18.2M |
| NET CLOUDFLARE INC - CLASS A | 52,535 | $10.8M |
| LYB LYONDELLBASELL INDU-CL A | 131,435 | $10.6M |
| TWST TWIST BIOSCIENCE CORP | 206,000 | $9.8M |
| COHR COHERENT CORP | 40,400 | $9.6M |
| CLS CELESTICA INC | 33,275 | $9.4M |
| STUB STUBHUB HOLDINGS INC-CLASS A | 1,367,177 | $8.5M |
| MU MICRON TECHNOLOGY INC | 23,400 | $7.9M |
| ECHO ECHOSTAR CORP-A | 60,765 | $7.1M |
| ALM ALMONTY INDUSTRIES INC | 469,880 | $6.8M |
| LITE LUMENTUM HOLDINGS INC | 6,963 | $4.9M |
| MELI MERCADOLIBRE INC | 2,766 | $4.8M |
| WLK WESTLAKE CORP | 21,194 | $2.5M |
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.