Stanley Druckenmiller

Duquesne Family Office · SEC CIK 1536411

Concentrated macro conviction, sized big and changed fast.

Q1 2026
Latest 13F
$2.94B
Filed US book
65
Positions
~118 days
Snapshot half-life

This filing is 117 days old. Duquesne Family Office keeps roughly 58% of its positions in a typical quarter, so about 50% of this book is likely still intact today.

How half-life is computed

Snapshot half-life is the number of days after the period end at which half of this specific fund's reported book is expected to have changed, measured from its own past filings. It is a decay estimate, not knowledge of current positions.

Largest holdings, as filed

Top 10 of 65 positions. Weights are against the whole filed book. 13F filings cover US-listed holdings only.

CompanyTickerValue% of bookFreshness
Natera IncNTRA$612.69M20.9%
Insmed IncINSM$188.72M6.4%
Taiwan Semiconductor ManufacTSM$167.38M5.7%
Ypf Sociedad AnonimaYPF$149.57M5.1%
Ishares IncEWZ$131.91M4.5%
Bbb Foods Inc$109.97M3.7%n/a
Alcoa CorpAA$99.06M3.4%
Newamsterdam Pharma Company$98.28M3.4%n/a
Sea LtdSE$91.08M3.1%
Stmicroelectronics N VSTM$90.28M3.1%

Freshness: how likely each position is still held today, from this fund's own turnover history, each position's tenure and the filing's age. Hover a bar for the numbers. Method.

What changed last quarter

Between Q4 2025 and Q1 2026, XLF, GOOGL, COGT no longer appear among the previous quarter's largest positions. All of it computed from the two filings, nothing inferred.

Biggest buys, Q1 2026

No new or increased common-stock positions detected.

Exited since Q4 2025

  • XLFwas $300.99M
  • GOOGLwas $120.50M
  • COGTwas $78.66M
  • ENTGwas $71.12M
  • DOCUwas $69.70M
  • EEMwas $49.38M

Exit scan covers the previous quarter's 40 largest positions, a stated bound, because reading a mega fund's entire book per page render is not honest engineering.

Common questions

What are Stanley Druckenmiller's biggest holdings?

As of the Q1 2026 13F, the largest reported positions at Duquesne Family Office are NTRA (20.9% of the book), INSM (6.4% of the book), TSM (5.7% of the book).

How big is Duquesne Family Office's portfolio?

The latest 13F reports $2.94B across 65 US-listed positions. 13F filings cover US-listed holdings only, so non-US positions and shorts are not included.

Does Stanley Druckenmiller still hold these positions?

Unknown for certain: a 13F may be filed up to 45 days after quarter end. Based on Duquesne Family Office's own filing history, the fund keeps roughly 58% of positions in a typical quarter, so at 117 days since the period end roughly 50% of this book is likely intact. The snapshot half-life for this fund is about 118 days.

What did Stanley Druckenmiller buy and sell last quarter?

Between Q4 2025 and Q1 2026, XLF, GOOGL, COGT no longer appear among the previous quarter's largest positions. All of it computed from the two filings, nothing inferred.

Inside the app: the full book for Duquesne Family Office, quarter on quarter buys and sells, consensus across 140+ funds and copy-to-watchlist.

Source: SEC EDGAR 13F filings. Values are as filed and cover US-listed positions only. A 13F may be filed up to 45 days after the quarter ends, so positions can change before the filing is even public; the freshness figures above quantify that lag instead of hiding it. Educational information, not financial advice.