Stanley Druckenmiller's portfolio
Duquesne Family Office · SEC CIK 1536411
Concentrated macro conviction, sized big and changed fast.
This filing is 93 days old. Duquesne Family Office keeps roughly 58% of its positions in a typical quarter, so about 57% of this book is likely still intact today.
How half-life is computedSnapshot 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 86 positions. Weights are against the whole filed book. 13F filings cover US-listed holdings only.
| Company | Ticker | Value | % of book | Freshness |
|---|---|---|---|---|
| Natera Inc | NTRA | $864.92M | 19.9% | |
| Taiwan Semiconductor Manufac | TSM | $281.61M | 6.5% | |
| Stmicroelectronics N V | STM | $232.38M | 5.3% | |
| Insmed Inc | INSM | $151.90M | 3.5% | |
| Ypf Sociedad Anonima | YPF | $142.73M | 3.3% | |
| Amazon Com Inc | AMZN | $129.09M | 3.0% | |
| Bbb Foods Inc | $120.92M | 2.8% | n/a | |
| Alphabet Inc | GOOGL | $120.18M | 2.8% | |
| Ishares Inc | EWZ | $118.55M | 2.7% | |
| Seagate Technology Hldngs Pl | $117.73M | 2.7% | n/a |
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 Q1 2026 and Q2 2026, the largest add was NTRA (shares up 4%), now $864.92M; the largest trim was YPF (shares down 3%); AVGO, OPCH, FIGR no longer appear among the previous quarter's largest positions. All of it computed from the two filings, nothing inferred.
Biggest buys, Q2 2026
Common questions
What are Stanley Druckenmiller's biggest holdings?
As of the Q2 2026 13F, the largest reported positions at Duquesne Family Office are NTRA (19.9% of the book), TSM (6.5% of the book), STM (5.3% of the book).
How big is Duquesne Family Office's portfolio?
The latest 13F reports $4.35B across 86 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 93 days since the period end roughly 57% of this book is likely intact. The snapshot half-life for this fund is about 115 days.
What did Stanley Druckenmiller buy and sell last quarter?
Between Q1 2026 and Q2 2026, the largest add was NTRA (shares up 4%), now $864.92M; the largest trim was YPF (shares down 3%); AVGO, OPCH, FIGR no longer appear among the previous quarter's largest positions. All of it computed from the two filings, nothing inferred.
Funds with overlapping books
Every 13F we hold, quarter by quarter
Each filing has its own page: the whole book as filed that quarter and what changed from the filing before.
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.