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According to the latest 13F filing for Q2 2026, Stanley Druckenmiller holds 95 positions worth $5.21B (+54.3% vs the previous quarter). The largest are NTRA (17%), TSM (5%) and STM (4%) of the portfolio. This quarter: 48 new positions, 23 full exits, 16 increased, 10 reduced.
Funds with over $100M in assets file a 13F with the SEC every quarter, within 45 days of quarter end. It covers long US equity positions and options only; short sales and bonds are not disclosed.
Value
$5.21B
+54.31% vs previous quarter
Positions
95
Last move
Aug 14, 2026
Followers
0
Recent moves97
Portfolio · Q2 2026
| Asset | Shares | Value | Share | Change vs previous quarter |
|---|---|---|---|---|
| NTRANatera Inc | 3.19M | $864.92M | 16.6% | Added +4% |
| TSMTaiwan Semiconductor Manufac | 589,680 | $281.61M | 5.4% | Added +19% |
| STMStmicroelectronics N V | 3.10M | $232.38M | 4.5% | Added +19% |
| RSPCALLInvesco Exchange Traded Fd T | 821,000 | $174.68M | 3.4% | No change |
| INSMInsmed Inc | 1.42M | $151.90M | 2.9% | Added +23% |
| EWZCALLIshares Inc | 4.23M | $145.87M | 2.8% | No change |
| INSMCALLInsmed Inc | 1.35M | $143.94M | 2.8% | New |
| YPFYpf Sociedad Anonima | 3.14M | $142.73M | 2.7% | Trimmed -3% |
| AMZNAmazon Com Inc | 541,600 | $129.09M | 2.5% | Added +1083% |
| Bbb Foods IncBbb Foods Inc | 2.90M | $120.92M | 2.3% | Trimmed -7% |
| GOOGLAlphabet Inc | 336,300 | $120.18M | 2.3% | New |
| EWZIshares Inc | 3.44M | $118.55M | 2.3% | No change |
| Seagate Technology Hldngs PlSeagate Technology Hldngs Pl | 122,000 | $117.73M | 2.3% | Added +141% |
| FOXAFox Corp | 2.20M | $114.99M | 2.2% | New |
| AMZNCALLAmazon Com Inc | 459,300 | $109.47M | 2.1% | Added +130% |
| UALUnited Airls Hldgs Inc | 794,795 | $108.08M | 2.1% | Added +203% |
| SESea Ltd | 1.10M | $105.40M | 2.0% | No change |
| CDWCdw Corp | 743,950 | $104.63M | 2.0% | New |
| Newamsterdam Pharma CompanyNewamsterdam Pharma Company | 3.07M | $104.05M | 2.0% | No change |
| IWMCALLIshares Tr | 330,000 | $99.15M | 1.9% | Added +318% |
| SNDKSandisk Corp | 34,900 | $79.35M | 1.5% | Trimmed -9% |
| RVMDRevolution Medicines Inc | 399,587 | $74.83M | 1.4% | Added +27% |
| SPYCALLState Str Spdr S&P 500 Etf T | 90,000 | $67.21M | 1.3% | No change |
| Bitdeer Technologies GroupBitdeer Technologies Group | 4.07M | $64.67M | 1.2% | New |
| Crh PlcCrh Plc | 553,555 | $59.23M | 1.1% | Added +47% |
| DALDelta Air Lines Inc | 603,000 | $56.48M | 1.1% | New |
| TSLACALLTesla Inc | 126,000 | $53.00M | 1.0% | New |
| FLRFluor Corp | 982,200 | $51.46M | 1.0% | New |
| DHID R Horton Inc | 299,000 | $48.70M | 0.9% | New |
| CPNGCoupang Inc | 2.67M | $46.33M | 0.9% | No change |
| AMDAdvanced Micro Devices Inc | 72,900 | $42.35M | 0.8% | New |
| PANWPalo Alto Networks Inc | 116,650 | $39.78M | 0.8% | New |
| CLFCleveland-Cliffs Inc New | 4.22M | $39.59M | 0.8% | Added +82% |
| HUTHut 8 Corp | 314,150 | $36.27M | 0.7% | New |
| CDWCALLCdw Corp | 250,000 | $35.16M | 0.7% | New |
| CAICaris Life Sciences Inc | 1.89M | $33.76M | 0.6% | No change |
| ARGTGlobal X Fds | 328,800 | $30.02M | 0.6% | Trimmed -15% |
| FOXFox Corp | 632,600 | $29.63M | 0.6% | New |
| WWDWoodward Inc | 67,194 | $28.59M | 0.5% | Trimmed -68% |
| METACALLMeta Platforms Inc | 50,000 | $28.16M | 0.5% | New |
| NUVBNuvation Bio Inc | 4.54M | $25.79M | 0.5% | No change |
| PTGXProtagonist Therapeutics Inc | 208,900 | $25.61M | 0.5% | Added +31% |
| ROKURoku Inc | 184,055 | $25.43M | 0.5% | Trimmed -75% |
| CVCOCavco Inds Inc Del | 39,500 | $24.27M | 0.5% | New |
| ADMAAdma Biologics Inc | 2.78M | $23.30M | 0.4% | Added +80% |
| PURRHyperliquid Strategies Inc | 2.94M | $23.15M | 0.4% | New |
| RMBSRambus Inc Del | 173,000 | $22.96M | 0.4% | New |
| RYTMRhythm Pharmaceuticals Inc | 203,618 | $22.61M | 0.4% | New |
| SKYChampion Homes Inc | 254,400 | $22.42M | 0.4% | New |
| DAKTDaktronics Inc | 1.12M | $21.97M | 0.4% | Added +100% |
| PCTPurecycle Technologies Inc | 2.68M | $21.75M | 0.4% | Added +178% |
| SCCOSouthern Copper Corp | 123,060 | $21.44M | 0.4% | No change |
| Linde PlcLinde Plc | 41,200 | $21.38M | 0.4% | No change |
| ENTGEntegris Inc | 118,300 | $21.28M | 0.4% | New |
| Teva Pharmaceutical Inds LtdTeva Pharmaceutical Inds Ltd | 624,999 | $21.18M | 0.4% | Trimmed -74% |
| UUnity Software Inc | 738,785 | $21.11M | 0.4% | No change |
| AEVAAeva Technologies Inc | 720,175 | $20.68M | 0.4% | New |
| RIOTRiot Platforms Inc | 754,800 | $20.67M | 0.4% | New |
| QQnity Electronics Inc | 125,655 | $20.52M | 0.4% | No change |
| EQIXEquinix Inc | 18,450 | $19.23M | 0.4% | New |
| LRCXLam Research Corp | 43,600 | $18.89M | 0.4% | New |
| DFTXDefinium Therapeutics Inc | 356,600 | $16.77M | 0.3% | New |
| BLTEBelite Bio Inc Sponsored | 106,100 | $16.34M | 0.3% | No change |
| RSPInvesco Exchange Traded Fd T | 74,400 | $15.83M | 0.3% | New |
| TXG10X Genomics Inc | 403,100 | $15.46M | 0.3% | New |
| WABWabtec | 56,595 | $15.26M | 0.3% | Trimmed -40% |
| LLYEli Lilly & Co | 12,380 | $14.85M | 0.3% | New |
| XENEXenon Pharmaceuticals Inc | 238,600 | $14.40M | 0.3% | No change |
| OLMAOlema Pharmaceuticals Inc | 986,827 | $12.35M | 0.2% | No change |
| RGENRepligen Corp | 77,400 | $10.56M | 0.2% | New |
| RKTRocket Cos Inc | 652,220 | $10.27M | 0.2% | New |
| BIDUBaidu Inc | 88,200 | $10.08M | 0.2% | New |
| ARMArm Holdings Plc | 28,090 | $9.96M | 0.2% | Trimmed -74% |
| CVNACarvana Co | 151,000 | $9.94M | 0.2% | New |
| RDDTReddit Inc | 56,550 | $9.82M | 0.2% | New |
| AAAlcoa Corp | 185,640 | $9.68M | 0.2% | Trimmed -88% |
| TMOThermo Fisher Scientific Inc | 19,200 | $9.63M | 0.2% | New |
| DHRDanaher Corp Del | 50,300 | $9.58M | 0.2% | New |
| FFIVF5 Inc | 22,000 | $9.15M | 0.2% | New |
| VISTVista Energy S.A.B. De C.V. | 134,700 | $8.59M | 0.2% | No change |
| SKESkeena Res Ltd New | 300,200 | $8.00M | 0.2% | New |
| Jbs N.V.Jbs N.V. | 655,900 | $7.77M | 0.1% | No change |
| GLUEMonte Rosa Therapeutics Inc | 297,600 | $7.20M | 0.1% | New |
| RLAYRelay Therapeutics Inc | 349,000 | $6.53M | 0.1% | New |
| DBVTDbv Technologies S A Sponsored | 383,363 | $6.29M | 0.1% | No change |
| CCCCcc Intelligent Solutions Hl | 1.17M | $6.04M | 0.1% | New |
| UWMCUwm Holdings Corporation | 2.58M | $5.92M | 0.1% | New |
| NVTSNavitas Semiconductor Corp | 311,100 | $5.58M | 0.1% | New |
| SOLSSolstice Advanced Matls Inc | 62,525 | $5.54M | 0.1% | No change |
| Ftai Aviation LtdFtai Aviation Ltd | 20,200 | $5.46M | 0.1% | New |
| BEAMBeam Therapeutics Inc | 153,600 | $5.27M | 0.1% | New |
| AURAurora Innovation Inc | 633,700 | $4.32M | 0.1% | New |
| Iren LimitedIren Limited | 87,100 | $3.98M | 0.1% | New |
| GGALGrupo Financiero Galicia S.A | 59,500 | $2.98M | 0.1% | New |
| Wave Life Sciences LtdWave Life Sciences Ltd | 173,000 | $1.00M | 0.0% | No change |
| AVGOBroadcom Inc | — | — | — | Closed |
| OPCHOption Care Health Inc | — | — | — | Closed |
| FIGRFigure Technology Solutio | — | — | — | Closed |
| QSRRestaurant Brands Intl Inc | — | — | — | Closed |
| LSCCLattice Semiconductor Corp | — | — | — | Closed |
| HUMHumana Inc | — | — | — | Closed |
| TWLOTwilio Inc | — | — | — | Closed |
| JBLJabil Inc | — | — | — | Closed |
| GSGIshares S&P Gsci Commodity- | — | — | — | Closed |
| BEBloom Energy Corp | — | — | — | Closed |
| INTCIntel Corp | — | — | — | Closed |
| NETCloudflare Inc | — | — | — | Closed |
| Lyondellbasell Industries NvLyondellbasell Industries Nv | — | — | — | Closed |
| TWSTTwist Bioscience Corp | — | — | — | Closed |
| COHRCoherent Corp | — | — | — | Closed |
| CLSCelestica Inc | — | — | — | Closed |
| STUBStubhub Hldgs Inc | — | — | — | Closed |
| MUMicron Technology Inc | — | — | — | Closed |
| ECHOEchostar Corp | — | — | — | Closed |
| ALMAlmonty Inds Inc | — | — | — | Closed |
| LITELumentum Hldgs Inc | — | — | — | Closed |
| MELIMercadolibre Inc | — | — | — | Closed |
| WLKWestlake Corporation | — | — | — | Closed |
Allocation
NTRA17%
TSM5%
STM4%
RSP3%
INSM3%
EWZ3%
INSM3%
Other62%
About the data
13FDuquesne Family Office
Report periodQ2 2026
FiledAug 14, 2026
A 13F is filed quarterly, within 45 days after quarter end, and lists US equity positions at quarter end. Shorts, cash and foreign securities are not included.
Open-source data, not investment advice.
Frequently asked questions
What is Stanley Druckenmiller's largest holding?
NTRA: $864.92M, 17% of the portfolio.
How much is Stanley Druckenmiller's portfolio worth?
$5.21B across 95 positions.