Duquesne Family Office 13F, Q2 2026
Stanley Druckenmiller · quarter ending 30 June 2026 · filed 14 August 2026 · SEC CIK 1536411
Common stock only: shares the fund reported owning at the quarter end, valued as filed. The filing also lists 9 put and call lines, reported at the value of the underlying shares; they are not ownership and are not in these totals.
Largest positions, Q2 2026
The 25 largest of 86 positions. Weights are against the whole filed book. Changes are in shares held, against the Q1 2026 filing.
| Company | Ticker | Value | % of book | vs Q1 2026 |
|---|---|---|---|---|
| Natera Inc | NTRA | $864.92M | 19.9% | +4% shares |
| Taiwan Semiconductor Manufac | TSM | $281.61M | 6.5% | +19% shares |
| Stmicroelectronics N V | STM | $232.38M | 5.3% | +19% shares |
| Insmed Inc | INSM | $151.90M | 3.5% | +23% shares |
| Ypf Sociedad Anonima | YPF | $142.73M | 3.3% | -3% shares |
| Amazon Com Inc | AMZN | $129.09M | 3.0% | +1083% shares |
| Bbb Foods Inc | $120.92M | 2.8% | -7% shares | |
| Alphabet Inc | GOOGL | $120.18M | 2.8% | new |
| Ishares Inc | EWZ | $118.55M | 2.7% | unchanged |
| Seagate Technology Hldngs Pl | $117.73M | 2.7% | +141% shares | |
| Fox Corp | FOXA | $114.99M | 2.6% | new |
| United Airls Hldgs Inc | UAL | $108.08M | 2.5% | +203% shares |
| Sea Ltd | SE | $105.40M | 2.4% | unchanged |
| Cdw Corp | CDW | $104.63M | 2.4% | new |
| Newamsterdam Pharma Company | $104.05M | 2.4% | unchanged | |
| Sandisk Corp | SNDK | $79.35M | 1.8% | -9% shares |
| Revolution Medicines Inc | RVMD | $74.83M | 1.7% | +27% shares |
| Bitdeer Technologies Group | $64.67M | 1.5% | new | |
| Crh Plc | $59.23M | 1.4% | +47% shares | |
| Delta Air Lines Inc | DAL | $56.48M | 1.3% | new |
| Fluor Corp | FLR | $51.46M | 1.2% | new |
| D R Horton Inc | DHI | $48.70M | 1.1% | new |
| Coupang Inc | CPNG | $46.33M | 1.1% | unchanged |
| Advanced Micro Devices Inc | AMD | $42.35M | 1.0% | new |
| Palo Alto Networks Inc | PANW | $39.78M | 0.9% | new |
What changed since Q1 2026
Against the Q1 2026 filing, Duquesne Family Office opened 44 new positions, added to 14, trimmed 10, left 18 unchanged and exited 23. Every position is compared, matched on its CUSIP; a change of 2% or less in shares counts as unchanged.
New positions
- GOOGL$120.18M
- FOXA$114.99M
- CDW$104.63M
- Bitdeer Technologies Group$64.67M
- DAL$56.48M
- FLR$51.46M
- DHI$48.70M
- AMD$42.35M
and 36 more
Exited
- AVGOwas $60.65M
- OPCHwas $50.30M
- FIGRwas $39.06M
- QSRwas $33.58M
- LSCCwas $29.97M
- HUMwas $23.84M
- TWLOwas $22.87M
- JBLwas $21.84M
and 15 more
Other quarters
Source: SEC Form 13F-HR, accession 0001536411-26-000006, filed by Duquesne Family Office LLC. Values are as filed and cover US-listed positions only; a 13F does not show short positions or holdings outside the US. A 13F may be filed up to 45 days after the quarter ends, so the fund may have traded since. Educational information, not financial advice.