Duquesne Family Office 13F Portfolio & Holdings — Stanley Druckenmiller | Finrys

Duquesne Family Office

Stanley DruckenmillerMacroCIK 1536411 · EDGAR ↗

$5.2B13F portfolio82positions43.7 %top 10 conc.

Data as of Jun 30, 2026 (Q2 2026)13F filings arrive up to 45 days after quarter end — positions may have changed since.Source: SEC EDGAR

Activity

Q2 2026

NTRA increased the position by 4 % to 3.2M shares$864.9M

TSM increased the position by 19.1 % to 589.7K shares$281.6M

STM increased the position by 18.8 % to 3.1M shares$232.4M

INSM increased the position by 23.4 % to 1.4M shares$151.9M

YPF reduced the position by 3 % to 3.1M shares$142.7M

Portfolio · Q2 2026

1ADD+4 %
16.6 %$864.9M3.2M
2ADD+19.1 %
5.4 %$281.6M589.7K
3ADD+18.8 %

The market around them

how many other managers hold the same

#	% of portfolio	Others
1	16.6 %	+7
2	5.4 %	+17
3	4.5 %	+4
4	2.9 %	+4
5

13F filings cover long US equity positions only — no shorts, bonds or cash. “% of portfolio” refers to the manager’s reported 13F portfolio, not the entire fund. All facts come from public SEC filings with a link to the original document; this is not investment advice.

#	Position	% of portfolio	Value	Shares	Δ Q/Q
1	NTRANatera Inc	16.6 %	$864.9M	3.2M	ADD+4 %
2	TSMTaiwan Semiconductor Manufac	5.4 %	$281.6M	589.7K	ADD+19.1 %
3	STMStmicroelectronics N V	4.5 %	$232.4M	3.1M	ADD+18.8 %
4		2.9 %	$151.9M	1.4M	ADD+23.4 %
5		2.7 %	$142.7M	3.1M	TRIM-3 %
6		2.5 %	$129.1M	541.6K	ADD+1,082.5 %
7		2.3 %	$120.9M	2.9M	TRIM-6.7 %
8		2.3 %	$120.2M	336.3K	NEW
9		2.3 %	$117.7M	122K	ADD+140.6 %
10		2.2 %	$115M	2.2M	NEW
11		2.1 %	$108.1M	794.8K	ADD+202.8 %
12		2 %	$105.4M	1.1M	HOLD
13		2 %	$104.6M	744K	NEW
14		2 %	$104M	3.1M	HOLD
15		1.5 %	$79.4M	34.9K	TRIM-8.5 %
16		1.4 %	$74.8M	399.6K	ADD+26.5 %
17		1.2 %	$64.7M	4.1M	NEW
18		1.1 %	$59.2M	553.6K	ADD+46.6 %
19		1.1 %	$56.5M	603K	NEW
20		1 %	$51.5M	982.2K	NEW
21		0.9 %	$48.7M	299K	NEW
22		0.9 %	$46.3M	2.7M	HOLD
23		0.8 %	$42.3M	72.9K	NEW
24		0.8 %	$39.8M	116.7K	NEW
25		0.8 %	$39.6M	4.2M	ADD+82.2 %
26		0.7 %	$36.3M	314.2K	NEW
27		0.6 %	$33.8M	1.9M	HOLD
28		0.5 %	$28.6M	67.2K	TRIM-68.2 %
29		0.5 %	$25.8M	4.5M	HOLD
30		0.5 %	$25.6M	208.9K	ADD+30.8 %
31		0.5 %	$25.4M	184.1K	TRIM-75.5 %
32		0.5 %	$24.3M	39.5K	NEW
33		0.4 %	$23.3M	2.8M	ADD+80.1 %
34		0.4 %	$23.2M	2.9M	NEW
35		0.4 %	$23M	173K	NEW
36		0.4 %	$22.6M	203.6K	NEW
37		0.4 %	$22.4M	254.4K	NEW
38		0.4 %	$22M	1.1M	ADD+99.6 %
39		0.4 %	$21.7M	2.7M	ADD+178.4 %
40		0.4 %	$21.4M	123.1K	ADD+1 %
41		0.4 %	$21.4M	41.2K	HOLD
42		0.4 %	$21.3M	118.3K	NEW
43		0.4 %	$21.2M	625K	TRIM-73.7 %
44		0.4 %	$21.1M	738.8K	HOLD
45		0.4 %	$20.7M	720.2K	NEW
46		0.4 %	$20.7M	754.8K	NEW
47		0.4 %	$20.5M	125.7K	HOLD
48		0.4 %	$19.2M	18.5K	NEW
49		0.4 %	$18.9M	43.6K	NEW
50		0.3 %	$16.8M	356.6K	NEW
51		0.3 %	$16.3M	106.1K	HOLD
52		0.3 %	$15.5M	403.1K	NEW
53		0.3 %	$15.3M	56.6K	TRIM-40.4 %
54		0.3 %	$14.8M	12.4K	NEW
55		0.3 %	$14.4M	238.6K	HOLD
56		0.2 %	$12.3M	986.8K	HOLD
57		0.2 %	$10.6M	77.4K	NEW
58		0.2 %	$10.3M	652.2K	NEW
59		0.2 %	$10.1M	88.2K	NEW
60		0.2 %	$10M	28.1K	TRIM-73.7 %
61		0.2 %	$9.9M	151K	NEW
62		0.2 %	$9.8M	56.6K	NEW
63		0.2 %	$9.7M	185.6K	TRIM-87.6 %
64		0.2 %	$9.6M	19.2K	NEW
65		0.2 %	$9.6M	50.3K	NEW
66		0.2 %	$9.2M	22K	NEW
67		0.2 %	$8.6M	134.7K	HOLD
68		0.2 %	$8M	300.2K	NEW
69		0.1 %	$7.8M	655.9K	HOLD
70		0.1 %	$7.2M	297.6K	NEW
71		0.1 %	$6.5M	349K	NEW
72		0.1 %	$6.3M	383.4K	HOLD
73		0.1 %	$6M	1.2M	NEW
74		0.1 %	$5.9M	2.6M	NEW
75		0.1 %	$5.6M	311.1K	NEW
76		0.1 %	$5.5M	62.5K	HOLD
77		0.1 %	$5.5M	20.2K	NEW
78		0.1 %	$5.3M	153.6K	NEW
79		0.1 %	$4.3M	633.7K	NEW
80		0.1 %	$4M	87.1K	NEW
81		0.1 %	$3M	59.5K	NEW
82		0 %	$1M	173K	HOLD

Duquesne Family Office

Activity

Portfolio · Q2 2026

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The market around them

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