Skip to content
Esta página está disponible en españolCambiar →

Great investors · Stanley Druckenmiller

Stanley Druckenmiller portfolio · Q2 2026

Stanley Druckenmiller, founder of Duquesne Family Office. This is the stock portfolio Duquesne Family Office reported to the SEC (Form 13F) as of Jun 30, 2026, filed on Aug 14, 2026.

The 13F is filed by the firm, not the person: when this page says what Stanley Druckenmiller “owns” or “bought”, it means the positions of Duquesne Family Office as a whole.

Next 13F: Q3 2026 usually filed ~Nov 16, 2026; deadline Nov 16, 2026. See the quarter page →

On Telegram we post when a well-known investor files.

Stock portfolio
$4.4 bn
Companies
85
86 positions (by CUSIP)
In the top 10
52%
Copying its 13F, 5 years
19.5%/yr
S&P 500 (SPY): 11.8%/yrboth price only, no dividends
Concentrated managerFamily office

What stocks does Stanley Druckenmiller own?

The largest positions of Duquesne Family Office in Q2 2026 are NTRA, TSM, STM, INSM, FOXA.

  1. 1NateraNTRAIncreased19.9%Since Q3 2022 · 16 quartersIt bought in 9 quarters. Quarter-end prices of those quarters per 13F: $40.17 to $271.45.
  2. 2Taiwan Semiconductor ManufacturingTSMIncreased6.5%Since Q3 2024 · 8 quartersIt bought in 5 quarters. Quarter-end prices of those quarters per 13F: $166.00 to $477.57.
  3. 3STMicroelectronicsSTMIncreased5.3%Since Q4 2025 · 3 quartersIt bought in 3 quarters. Quarter-end prices of those quarters per 13F: $25.94 to $74.89.
  4. 4InsmedINSMIncreased3.5%Since Q2 2024 · 9 quartersIt bought in 6 quarters. Quarter-end prices of those quarters per 13F: $67.00 to $144.01.
  5. 5FOXFOXA · FOXNew3.3%Since Q2 2026 · 1 quarter
  6. 6YPF Sociedad AnonimaYPFReduced3.3%Since Q2 2024 · 9 quartersIt bought in 5 quarters. Quarter-end prices of those quarters per 13F: $20.12 to $46.22.
  7. 7Amazon.comAMZNIncreased3.0%Since Q3 2025 · 4 quartersIt bought in 3 quarters. Quarter-end prices of those quarters per 13F: $219.57 to $238.34.
  8. 8BBB FoodsTBBBReduced2.8%Since Q2 2025 · 5 quartersIt bought in 4 quarters. Quarter-end prices of those quarters per 13F: $26.96 to $35.37.
  9. 9AlphabetGOOGLNew2.8%Since Q2 2026 · 1 quarterIt bought in 1 quarter. Quarter-end price of that quarter per 13F: $357.37.
  10. 10IsharesEWZ2.7%Since Q4 2025 · 3 quartersIt bought in 1 quarter. Quarter-end price of that quarter per 13F: $31.77.
Q2 2026 13F at the SEC ↗

Where there are two tickers (e.g. GOOGL · GOOG) they are two share classes of the same company and the weight is the sum: that is why there are 85 rows here and the 13F has 86 positions.

“Since”: first quarter of the current run, unbroken until today. Prices are the quarter-end prices of the quarters in which it added shares, per the 13F. The manager may have bought at any price within each quarter; the SEC only publishes the value at quarter end.

What did Stanley Druckenmiller buy in Q2 2026?

What did Stanley Druckenmiller sell in Q2 2026?

57 positions opened or added to and 33 trimmed or closed, against the previous quarter's 13F. Each is measured the same way across the page: how much the share count changed and its weight in the portfolio today (share classes of the same company added together). The 13F has 91 positions with a change, 34 of them material (0.5 points of the portfolio or more). All full exits are listed, even those that moved less than 0.5 points of the portfolio.

How its portfolio changed (8 quarters)

Positions

Q2 2026: 86

860
Q3 2024Q2 2026
Top 10 weight

Q2 2026: 52%

65%52%
Q3 2024Q2 2026
Traded turnover

Q2 2026: 27.2%

41.3%0
Q3 2024Q2 2026

Traded turnover: the weight it bought plus the weight it sold in the quarter, divided by two, excluding price moves. The plain “turnover” in the header does include that effect. With a free account: the full history and sectors over time.

Declared options (9)

Besides stocks, Duquesne Family Office declared 9 calls (they gain if it rises) with a notional of $857M. The 13F reports the value of the underlying shares, not the premium paid, so these figures look large and are not added to the portfolio. Nor does it say whether the option is bought or written, or its strike or expiry: it may be a hedge.

Source: SEC 13F filings show the portfolio at quarter end and are filed up to 45 days later: positions may have changed. They only cover U.S.-listed stocks and some others; no short positions or cash. Not investment advice.

Follow Stanley Druckenmiller for free

When the next 13F is filed, we email you (if you turn it on) and it shows in your list. No credit card.

Follow Stanley Druckenmiller