Stanley Druckenmiller
Duquesne Family Office
Stanley Druckenmiller's family office.
Portfolio value
~$2.9B
Positions
70
New buys
30
Added
12
Reduced
18
13F snapshot as of Mar 31, 2026 (filed May 15, 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 | 20.9% | $613M | 3,063,606 | Added |
| INSM Insmed Inc | 6.4% | $189M | 1,154,090 | Reduced |
| TSM Taiwan Semiconductor Manufac | 5.7% | $167M | 495,280 | Reduced |
| YPF Ypf Sociedad Anonima | 5.1% | $150M | 3,235,962 | Added |
| EWZ Ishares Inc | 4.5% | $132M | 3,436,170 | Reduced |
| — Bbb Foods Inc | 3.7% | $110M | 3,109,202 | Added |
| AA Alcoa Corp | 3.4% | $99M | 1,493,390 | Added |
| — Newamsterdam Pharma Company | 3.4% | $98M | 3,070,146 | Hold |
| SE Sea Ltd | 3.1% | $91M | 1,099,905 | Added |
| STM Stmicroelectronics N V | 3.1% | $90M | 2,612,880 | Added |
| WWD Woodward Inc | 2.6% | $76M | 211,355 | Reduced |
| TEVA Teva Pharmaceutical Inds Ltd | 2.4% | $72M | 2,377,285 | Reduced |
| ROKU Roku Inc | 2.4% | $71M | 750,190 | Added |
| AVGO Broadcom Inc | 2.1% | $61M | 195,955 | NEW |
| CPNG Coupang Inc | 1.7% | $50M | 2,667,485 | Reduced |
| OPCH Option Care Health Inc | 1.7% | $50M | 1,868,550 | Added |
| — Crh Plc | 1.4% | $40M | 377,555 | Reduced |
| FIGR Figure Technology Solutio | 1.3% | $39M | 1,150,415 | Reduced |
| ARGT Global X Fds | 1.2% | $36M | 387,400 | NEW |
| CAI Caris Life Sciences Inc | 1.1% | $34M | 1,894,450 | NEW |
| QSR Restaurant Brands Intl Inc | 1.1% | $34M | 454,435 | Reduced |
| RVMD Revolution Medicines Inc | 1.1% | $31M | 315,860 | NEW |
| LSCC Lattice Semiconductor Corp | 1.0% | $30M | 323,135 | Reduced |
| SNDK Sandisk Corp | 0.8% | $24M | 38,155 | NEW |
| UAL United Airls Hldgs Inc | 0.8% | $24M | 262,495 | Reduced |
| HUM Humana Inc | 0.8% | $24M | 137,505 | NEW |
| WAB Wabtec | 0.8% | $24M | 94,895 | Reduced |
| TWLO Twilio Inc | 0.8% | $23M | 181,760 | NEW |
| JBL Jabil Inc | 0.7% | $22M | 82,200 | NEW |
| SCCO Southern Copper Corp | 0.7% | $21M | 121,843 | Added |
| GSG Ishares S&P Gsci Commodity- | 0.7% | $21M | 643,000 | NEW |
| — Linde Plc | 0.7% | $20M | 41,200 | NEW |
| — Seagate Technology Hldngs Pl | 0.7% | $20M | 50,700 | NEW |
| CLF Cleveland-Cliffs Inc New | 0.7% | $20M | 2,313,455 | Added |
| NUVB Nuvation Bio Inc | 0.7% | $19M | 4,539,800 | NEW |
| BE Bloom Energy Corp | 0.6% | $18M | 136,320 | Reduced |
| INTC Intel Corp | 0.6% | $18M | 411,400 | NEW |
| BLTE Belite Bio Inc Sponsored | 0.6% | $17M | 106,100 | NEW |
| PTGX Protagonist Therapeutics Inc | 0.6% | $17M | 159,700 | Hold |
| U Unity Software Inc | 0.6% | $16M | 738,785 | Added |
| ARM Arm Holdings Plc | 0.6% | $16M | 106,700 | NEW |
| OLMA Olema Pharmaceuticals Inc | 0.5% | $15M | 986,827 | NEW |
| Q Qnity Electronics Inc | 0.5% | $14M | 125,655 | NEW |
| ADMA Adma Biologics Inc | 0.5% | $14M | 1,545,610 | Added |
| XENE Xenon Pharmaceuticals Inc | 0.5% | $14M | 238,600 | NEW |
| — Jbs N.V. | 0.4% | $12M | 655,900 | NEW |
| DAKT Daktronics Inc | 0.4% | $11M | 562,637 | Reduced |
| NET Cloudflare Inc | 0.4% | $11M | 52,535 | NEW |
| — Lyondellbasell Industries Nv | 0.4% | $11M | 131,435 | NEW |
| VIST Vista Energy S.A.B. De C.V. | 0.3% | $10M | 134,700 | NEW |
| TWST Twist Bioscience Corp | 0.3% | $9.8M | 206,000 | NEW |
| COHR Coherent Corp | 0.3% | $9.6M | 40,400 | NEW |
| AMZN Amazon Com Inc | 0.3% | $9.5M | 45,800 | Reduced |
| CLS Celestica Inc | 0.3% | $9.4M | 33,275 | NEW |
| STUB Stubhub Hldgs Inc | 0.3% | $8.5M | 1,367,177 | Reduced |
| DBVT Dbv Technologies S A Sponsored | 0.3% | $8.0M | 383,363 | NEW |
| MU Micron Technology Inc | 0.3% | $7.9M | 23,400 | NEW |
| ECHO Echostar Corp | 0.2% | $7.1M | 60,765 | Hold |
| ALM Almonty Inds Inc | 0.2% | $6.8M | 469,880 | Hold |
| PCT Purecycle Technologies Inc | 0.2% | $5.0M | 963,189 | Reduced |
| LITE Lumentum Hldgs Inc | 0.2% | $4.9M | 6,963 | NEW |
| MELI Mercadolibre Inc | 0.2% | $4.8M | 2,766 | Reduced |
| SOLS Solstice Advanced Matls Inc | 0.2% | $4.8M | 62,525 | NEW |
| WLK Westlake Corporation | 0.1% | $2.5M | 21,194 | NEW |
| — Wave Life Sciences Ltd | 0.0% | $1.3M | 173,000 | Hold |