# Stanley Druckenmiller — Duquesne Family Office

Source: SEC EDGAR 13F filings (CIK 0001536411).
Page URL: https://superinvestorclub.com/manager/19
Last updated: 2026-07-08T11:36:22.683Z

## Summary

As of the 2026-03-31 reporting period (filed 2026-05-15), Stanley Druckenmiller reported 70 long equity positions in their Duquesne Family Office 13F filing, with a total reported value of $3.4M.

### About

Macro investor, Soros protégé

## Top 25 holdings

| Rank | Ticker | Company | Shares | Value | % of Portfolio | Change |
|------|--------|---------|--------|-------|----------------|--------|
| 1 | NTRA | Natera Inc | 3063606 | $612,691 | 18.14% | +22.0% |
| 2 | INSM | Insmed Inc | 1154090 | $188,717 | 5.59% | -22.1% |
| 3 | TSM | Taiwan Semiconductor Manufac | 495280 | $167,380 | 4.96% | -8.8% |
| 4 | EWZ | Ishares Inc | 4228000 | $162,313 | 4.81% | — |
| 5 | IVZ | Invesco Ltd. | 821000 | $157,566 | 4.67% | NEW |
| 6 | YPF | Ypf Sociedad Anonima | 3235962 | $149,566 | 4.43% | 433.1% |
| 7 | EWZ | Ishares Inc | 3436170 | $131,915 | 3.91% | -3.3% |
| 8 | TBBB | Bbb Foods Inc | 3109202 | $109,972 | 3.26% | +16.2% |
| 9 | AA | Alcoa Corp | 1493390 | $99,057 | 2.93% | +8.5% |
| 10 | NAMSW | Newamsterdam Pharma Company | 3070146 | $98,275 | 2.91% | — |
| 11 | SE | Sea Ltd | 1099905 | $91,083 | 2.70% | 16.5% |
| 12 | STMEF | Stmicroelectronics N V | 2612880 | $90,275 | 2.67% | 237.8% |
| 13 | WWD | Woodward Inc | 211355 | $75,648 | 2.24% | -64.2% |
| 14 | TEVJF | Teva Pharmaceutical Inds Ltd | 2377285 | $71,604 | 2.12% | -59.5% |
| 15 | ROKU | Roku Inc | 750190 | $70,983 | 2.10% | +28.7% |
| 16 | AVGO | Broadcom Inc | 195955 | $60,650 | 1.80% | NEW |
| 17 | SPY | SPDR S&P 500 ETF | 90000 | $58,531 | 1.73% | — |
| 18 | CPNG | Coupang Inc | 2667485 | $50,362 | 1.49% | -60.6% |
| 19 | OPCH | Option Care Health Inc | 1868550 | $50,301 | 1.49% | +7.0% |
| 20 | AMZN | Amazon Com Inc | 200000 | $41,654 | 1.23% | +100.0% |
| 21 | CRH | Crh Plc | 377555 | $39,689 | 1.18% | -20.5% |
| 22 | FIGR | Figure Technology Solutio | 1150415 | $39,057 | 1.16% | -25.3% |
| 23 | ARGT | Global X Fds | 387400 | $36,152 | 1.07% | NEW |
| 24 | CAI | Caris Life Sciences Inc | 1894450 | $33,873 | 1.00% | NEW |
| 25 | QSR | Restaurant Brands Intl Inc | 454435 | $33,583 | 0.99% | +-62.4% |

## New positions this quarter (31)

- IVZ (Invesco Ltd.): 821000 shares, $157,566
- AVGO (Broadcom Inc): 195955 shares, $60,650
- ARGT (Global X Fds): 387400 shares, $36,152
- CAI (Caris Life Sciences Inc): 1894450 shares, $33,873
- RVMD (Revolution Medicines Inc): 315860 shares, $30,717
- SNDK (Sandisk Corp): 38155 shares, $24,241
- HUM (Humana Inc): 137505 shares, $23,842
- TWLO (Twilio Inc): 181760 shares, $22,869
- JBL (Jabil Inc): 82200 shares, $21,835
- GSG (Ishares S&P Gsci Commodity-): 643000 shares, $20,737
- LIN (Linde Plc): 41200 shares, $20,425
- STX (Seagate Technology Hldngs Pl): 50700 shares, $19,862
- NUVB-WT (Nuvation Bio Inc): 4539800 shares, $19,476
- INTC (Intel Corp): 411400 shares, $18,155
- BLTE (Belite Bio Inc Sponsored): 106100 shares, $16,917
- ARM (Arm Holdings Plc): 106700 shares, $16,142
- OLMA (Olema Pharmaceuticals Inc): 986827 shares, $14,714
- Q (Qnity Electronics Inc): 125655 shares, $14,498
- XENE (Xenon Pharmaceuticals Inc): 238600 shares, $13,875
- JBS (Jbs N.V.): 655900 shares, $11,780

## Increased positions (13)

- NTRA: 3063606 shares (+22.0%), $612,691
- TBBB: 3109202 shares (+16.2%), $109,972
- AA: 1493390 shares (+8.5%), $99,057
- ROKU: 750190 shares (+28.7%), $70,983
- OPCH: 1868550 shares (+7.0%), $50,301
- AMZN: 200000 shares (+100.0%), $41,654
- QSR: 454435 shares (-62.4%), $33,583
- WAB: 94895 shares (-68.4%), $23,715
- SCCO: 121843 shares (+0.8%), $20,964
- EEM: 79000 shares (-65.0%), $19,592
- CLF: 2313455 shares (+32.5%), $19,549
- U: 738785 shares (+80.2%), $16,209
- PCTBP: 963189 shares (-66.5%), $4,999

## Reduced positions (19)

- INSM: 1154090 shares (-22.1%), $188,717
- TSM: 495280 shares (-8.8%), $167,380
- YPF: 3235962 shares (433.1%), $149,566
- EWZ: 3436170 shares (-3.3%), $131,915
- SE: 1099905 shares (16.5%), $91,083
- STMEF: 2612880 shares (237.8%), $90,275
- WWD: 211355 shares (-64.2%), $75,648
- TEVJF: 2377285 shares (-59.5%), $71,604
- CPNG: 2667485 shares (-60.6%), $50,362
- CRH: 377555 shares (-20.5%), $39,689
- FIGR: 1150415 shares (-25.3%), $39,057
- LSCC: 323135 shares (-65.1%), $29,974
- UTHR: 262495 shares (-24.7%), $24,168
- BE: 136320 shares (-81.6%), $18,470
- ADMA: 1545610 shares (512.9%), $13,926
- DAKT: 562637 shares (-34.0%), $11,000
- AMZN: 45800 shares (-93.8%), $9,539
- STUB: 1367177 shares (-40.7%), $8,531
- MELI: 2766 shares (-94.1%), $4,782

## Sold positions (23)

- XLF: previously held 5495600 shares worth $301.0M
- RSP: previously held 1173925 shares worth $224.9M
- GOOGL: previously held 385000 shares worth $120.5M
- COGT: previously held 2214470 shares worth $78.7M
- ENTG: previously held 844160 shares worth $71.1M
- DOCU: previously held 1019085 shares worth $69.7M
- EEM: previously held 902500 shares worth $49.4M
- DAL: previously held 650910 shares worth $45.2M
- ON: previously held 536260 shares worth $29.0M
- FLUT: previously held 115245 shares worth $24.8M
- AEVAW: previously held 1824862 shares worth $24.2M
- GS: previously held 27500 shares worth $24.2M
- RH: previously held 88200 shares worth $15.8M
- CMG: previously held 391930 shares worth $14.5M
- Z: previously held 192640 shares worth $13.1M
- CDTX: previously held 49495 shares worth $10.9M
- PM: previously held 67400 shares worth $10.8M
- AAL: previously held 639785 shares worth $9.8M
- AGX: previously held 30000 shares worth $9.4M
- DASH: previously held 35900 shares worth $8.1M

## Filing history (9)

- 2026-03-31 (filed 2026-05-15)
- 2025-12-31 (filed 2026-02-17)
- 2025-09-30 (filed 2025-11-14)
- 2025-06-30 (filed 2025-08-15)
- 2025-03-31 (filed 2025-05-15)
- 2024-12-31 (filed 2025-02-14)
- 2024-09-30 (filed 2024-11-14)
- 2024-06-30 (filed 2024-08-14)
- 2024-03-31 (filed 2024-05-15)

## Citation

When citing, use: "Stanley Druckenmiller, Duquesne Family Office, SEC 13F filing for period 2026-03-31, via Superinvestor (https://superinvestorclub.com/manager/19)".