Stanley Druckenmiller
Duquesne Family Office
Stanley Druckenmiller's family office.
Portfolio value
~$4.4B
Positions
95
New buys
44
Added
15
Reduced
10
13F snapshot as of Jun 30, 2026 (filed Aug 14, 2026). Long US equities only; changes are vs. the prior quarter.
Not investment advice. CopyCat Trade Tracker is for educational and informational purposes only — it is not research, a recommendation, or a solicitation to buy or sell any security. Past or lagged performance does not indicate future results.
| Holding | % of portfolio | Value | Shares | vs. last Q |
|---|---|---|---|---|
| NTRA Natera Inc | 19.9% | $865M | 3,186,306 | Added |
| TSM Taiwan Semiconductor Manufac | 6.5% | $282M | 589,680 | Added |
| STM Stmicroelectronics N V | 5.3% | $232M | 3,102,880 | Added |
| INSM Insmed Inc | 3.5% | $152M | 1,424,690 | Added |
| YPF Ypf Sociedad Anonima | 3.3% | $143M | 3,138,897 | Reduced |
| AMZN Amazon Com Inc | 3.0% | $129M | 541,600 | Added |
| — Bbb Foods Inc | 2.8% | $121M | 2,901,733 | Reduced |
| GOOGL Alphabet Inc | 2.8% | $120M | 336,300 | NEW |
| EWZ Ishares Inc | 2.7% | $119M | 3,436,170 | Hold |
| — Seagate Technology Hldngs Pl | 2.7% | $118M | 122,000 | Added |
| FOXA Fox Corp | 2.6% | $115M | 2,204,600 | NEW |
| UAL United Airls Hldgs Inc | 2.5% | $108M | 794,795 | Added |
| SE Sea Ltd | 2.4% | $105M | 1,099,905 | Hold |
| CDW Cdw Corp | 2.4% | $105M | 743,950 | NEW |
| — Newamsterdam Pharma Company | 2.4% | $104M | 3,070,146 | Hold |
| SNDK Sandisk Corp | 1.8% | $79M | 34,900 | Reduced |
| RVMD Revolution Medicines Inc | 1.7% | $75M | 399,587 | Added |
| — Bitdeer Technologies Group | 1.5% | $65M | 4,074,993 | NEW |
| — Crh Plc | 1.4% | $59M | 553,555 | Added |
| DAL Delta Air Lines Inc | 1.3% | $56M | 603,000 | NEW |
| FLR Fluor Corp | 1.2% | $51M | 982,200 | NEW |
| DHI D R Horton Inc | 1.1% | $49M | 299,000 | NEW |
| CPNG Coupang Inc | 1.1% | $46M | 2,667,485 | Hold |
| AMD Advanced Micro Devices Inc | 1.0% | $42M | 72,900 | NEW |
| PANW Palo Alto Networks Inc | 0.9% | $40M | 116,650 | NEW |
| CLF Cleveland-Cliffs Inc New | 0.9% | $40M | 4,216,184 | Added |
| HUT Hut 8 Corp | 0.8% | $36M | 314,150 | NEW |
| CAI Caris Life Sciences Inc | 0.8% | $34M | 1,894,450 | Hold |
| ARGT Global X Fds | 0.7% | $30M | 328,800 | Reduced |
| FOX Fox Corp | 0.7% | $30M | 632,600 | NEW |
| WWD Woodward Inc | 0.7% | $29M | 67,194 | Reduced |
| NUVB Nuvation Bio Inc | 0.6% | $26M | 4,539,800 | Hold |
| PTGX Protagonist Therapeutics Inc | 0.6% | $26M | 208,900 | Added |
| ROKU Roku Inc | 0.6% | $25M | 184,055 | Reduced |
| CVCO Cavco Inds Inc Del | 0.6% | $24M | 39,500 | NEW |
| ADMA Adma Biologics Inc | 0.5% | $23M | 2,784,110 | Added |
| PURR Hyperliquid Strategies Inc | 0.5% | $23M | 2,941,500 | NEW |
| RMBS Rambus Inc Del | 0.5% | $23M | 173,000 | NEW |
| RYTM Rhythm Pharmaceuticals Inc | 0.5% | $23M | 203,618 | NEW |
| SKY Champion Homes Inc | 0.5% | $22M | 254,400 | NEW |
| DAKT Daktronics Inc | 0.5% | $22M | 1,123,109 | Added |
| PCT Purecycle Technologies Inc | 0.5% | $22M | 2,681,415 | Added |
| SCCO Southern Copper Corp | 0.5% | $21M | 123,060 | Added |
| — Linde Plc | 0.5% | $21M | 41,200 | Hold |
| ENTG Entegris Inc | 0.5% | $21M | 118,300 | NEW |
| TEVA Teva Pharmaceutical Inds Ltd | 0.5% | $21M | 624,999 | Reduced |
| U Unity Software Inc | 0.5% | $21M | 738,785 | Hold |
| AEVA Aeva Technologies Inc | 0.5% | $21M | 720,175 | NEW |
| RIOT Riot Platforms Inc | 0.5% | $21M | 754,800 | NEW |
| Q Qnity Electronics Inc | 0.5% | $21M | 125,655 | Hold |
| EQIX Equinix Inc | 0.4% | $19M | 18,450 | NEW |
| LRCX Lam Research Corp | 0.4% | $19M | 43,600 | NEW |
| DFTX Definium Therapeutics Inc | 0.4% | $17M | 356,600 | NEW |
| BLTE Belite Bio Inc Sponsored | 0.4% | $16M | 106,100 | Hold |
| RSP Invesco Exchange Traded Fd T | 0.4% | $16M | 74,400 | NEW |
| TXG 10X Genomics Inc | 0.3% | $15M | 403,100 | NEW |
| WAB Wabtec | 0.3% | $15M | 56,595 | Reduced |
| LLY Eli Lilly & Co | 0.3% | $15M | 12,380 | NEW |
| XENE Xenon Pharmaceuticals Inc | 0.3% | $14M | 238,600 | Hold |
| OLMA Olema Pharmaceuticals Inc | 0.3% | $12M | 986,827 | Hold |
| RGEN Repligen Corp | 0.2% | $11M | 77,400 | NEW |
| RKT Rocket Cos Inc | 0.2% | $10M | 652,220 | NEW |
| BIDU Baidu Inc | 0.2% | $10M | 88,200 | NEW |
| ARM Arm Holdings Plc | 0.2% | $10.0M | 28,090 | Reduced |
| CVNA Carvana Co | 0.2% | $9.9M | 151,000 | NEW |
| RDDT Reddit Inc | 0.2% | $9.8M | 56,550 | NEW |
| AA Alcoa Corp | 0.2% | $9.7M | 185,640 | Reduced |
| TMO Thermo Fisher Scientific Inc | 0.2% | $9.6M | 19,200 | NEW |
| DHR Danaher Corp Del | 0.2% | $9.6M | 50,300 | NEW |
| FFIV F5 Inc | 0.2% | $9.2M | 22,000 | NEW |
| VIST Vista Energy S.A.B. De C.V. | 0.2% | $8.6M | 134,700 | Hold |
| SKE Skeena Res Ltd New | 0.2% | $8.0M | 300,200 | NEW |
| — Jbs N.V. | 0.2% | $7.8M | 655,900 | Hold |
| GLUE Monte Rosa Therapeutics Inc | 0.2% | $7.2M | 297,600 | NEW |
| RLAY Relay Therapeutics Inc | 0.1% | $6.5M | 349,000 | NEW |
| DBVT Dbv Technologies S A Sponsored | 0.1% | $6.3M | 383,363 | Hold |
| CCC Ccc Intelligent Solutions Hl | 0.1% | $6.0M | 1,170,900 | NEW |
| UWMC Uwm Holdings Corporation | 0.1% | $5.9M | 2,583,000 | NEW |
| NVTS Navitas Semiconductor Corp | 0.1% | $5.6M | 311,100 | NEW |
| SOLS Solstice Advanced Matls Inc | 0.1% | $5.5M | 62,525 | Hold |
| — Ftai Aviation Ltd | 0.1% | $5.5M | 20,200 | NEW |
| BEAM Beam Therapeutics Inc | 0.1% | $5.3M | 153,600 | NEW |
| AUR Aurora Innovation Inc | 0.1% | $4.3M | 633,700 | NEW |
| — Iren Limited | 0.1% | $4.0M | 87,100 | NEW |
| GGAL Grupo Financiero Galicia S.A | 0.1% | $3.0M | 59,500 | NEW |
| — Wave Life Sciences Ltd | 0.0% | $1.0M | 173,000 | Hold |