What Stanley Druckenmiller Bought in Q1 2026
Duquesne Family Office · Quarterly 13F recap as filed with the SEC.
Period: 2026-03-31 · Filed · Historical
$3.38B
Total Value
70
Holdings
31
New Buys
19
Reduced
In Q1 2026, Stanley Druckenmiller reported 70 long equity positions worth $3.38B in their Duquesne Family Office 13F filing, including 31 new positions (largest: Invesco Exchange Traded Fd T at $157.6M) and 13 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | NTRA | Natera Inc | 3063606 | $612.7M | 18.14% | +22.0% |
| 2 | INSM | Insmed Inc | 1154090 | $188.7M | 5.59% | -22.1% |
| 3 | TSM | Taiwan Semiconductor Manufac | 495280 | $167.4M | 4.96% | -8.8% |
| 4 | EWZ | Ishares Inc | 4228000 | $162.3M | 4.81% | — |
| 5 | RSP | Invesco Exchange Traded Fd T | 821000 | $157.6M | 4.67% | NEW |
| 6 | YPF | Ypf Sociedad Anonima | 3235962 | $149.6M | 4.43% | 433.1% |
| 7 | EWZ | Ishares Inc | 3436170 | $131.9M | 3.91% | -3.3% |
| 8 | TBBB | Bbb Foods Inc | 3109202 | $110.0M | 3.26% | +16.2% |
| 9 | AA | Alcoa Corp | 1493390 | $99.1M | 2.93% | +8.5% |
| 10 | NAMSW | Newamsterdam Pharma Company | 3070146 | $98.3M | 2.91% | — |
| 11 | SE | Sea Ltd | 1099905 | $91.1M | 2.70% | 16.5% |
| 12 | STMEF | Stmicroelectronics N V | 2612880 | $90.3M | 2.67% | 237.8% |
| 13 | WWD | Woodward Inc | 211355 | $75.6M | 2.24% | -64.2% |
| 14 | TEVA | Teva Pharmaceutical Inds Ltd | 2377285 | $71.6M | 2.12% | -59.5% |
| 15 | ROKU | Roku Inc | 750190 | $71.0M | 2.10% | +28.7% |
| 16 | AVGO | Broadcom Inc | 195955 | $60.6M | 1.80% | NEW |
| 17 | SPY | SPDR S&P 500 ETF | 90000 | $58.5M | 1.73% | — |
| 18 | CPNG | Coupang Inc | 2667485 | $50.4M | 1.49% | -60.6% |
| 19 | OPCH | Option Care Health Inc | 1868550 | $50.3M | 1.49% | +7.0% |
| 20 | AMZN | Amazon Com Inc | 200000 | $41.7M | 1.23% | +100.0% |
| 21 | CRH | Crh Plc | 377555 | $39.7M | 1.18% | -20.5% |
| 22 | FIGR | Figure Technology Solutio | 1150415 | $39.1M | 1.16% | -25.3% |
| 23 | ARGT | Global X Fds | 387400 | $36.2M | 1.07% | NEW |
| 24 | CAI | Caris Life Sciences Inc | 1894450 | $33.9M | 1.00% | NEW |
| 25 | QSR | Restaurant Brands Intl Inc | 454435 | $33.6M | 0.99% | +-62.4% |
| 26 | RVMD | Revolution Medicines Inc | 315860 | $30.7M | 0.91% | NEW |
| 27 | LSCC | Lattice Semiconductor Corp | 323135 | $30.0M | 0.89% | -65.1% |
| 28 | SNDK | Sandisk Corp | 38155 | $24.2M | 0.72% | NEW |
| 29 | UAL | United Airls Hldgs Inc | 262495 | $24.2M | 0.72% | -24.7% |
| 30 | HUM | Humana Inc | 137505 | $23.8M | 0.71% | NEW |
| 31 | WAB | Wabtec | 94895 | $23.7M | 0.70% | +-68.4% |
| 32 | TWLO | Twilio Inc | 181760 | $22.9M | 0.68% | NEW |
| 33 | JBL | Jabil Inc | 82200 | $21.8M | 0.65% | NEW |
| 34 | SCCO | Southern Copper Corp | 121843 | $21.0M | 0.62% | +0.8% |
| 35 | GSG | Ishares S&P Gsci Commodity- | 643000 | $20.7M | 0.61% | NEW |
| 36 | LIN | Linde Plc | 41200 | $20.4M | 0.60% | NEW |
| 37 | STX | Seagate Technology Hldngs Pl | 50700 | $19.9M | 0.59% | NEW |
| 38 | EEM | iShares MSCI Emerging Markets ETF | 79000 | $19.6M | 0.58% | +-65.0% |
| 39 | CLF | Cleveland-Cliffs Inc New | 2313455 | $19.5M | 0.58% | +32.5% |
| 40 | NUVB | Nuvation Bio Inc | 4539800 | $19.5M | 0.58% | NEW |
| 41 | BE | Bloom Energy Corp | 136320 | $18.5M | 0.55% | -81.6% |
| 42 | INTC | Intel Corp | 411400 | $18.2M | 0.54% | NEW |
| 43 | BLTE | Belite Bio Inc Sponsored | 106100 | $16.9M | 0.50% | NEW |
| 44 | PTGX | Protagonist Therapeutics Inc | 159700 | $16.8M | 0.50% | — |
| 45 | U | Unity Software Inc | 738785 | $16.2M | 0.48% | +80.2% |
| 46 | ARM | Arm Holdings Plc | 106700 | $16.1M | 0.48% | NEW |
| 47 | OLMA | Olema Pharmaceuticals Inc | 986827 | $14.7M | 0.44% | NEW |
| 48 | Q | Qnity Electronics Inc | 125655 | $14.5M | 0.43% | NEW |
| 49 | ADMA | Adma Biologics Inc | 1545610 | $13.9M | 0.41% | 512.9% |
| 50 | XENE | Xenon Pharmaceuticals Inc | 238600 | $13.9M | 0.41% | NEW |
| 51 | JBS | Jbs N.V. | 655900 | $11.8M | 0.35% | NEW |
| 52 | DAKT | Daktronics Inc | 562637 | $11.0M | 0.33% | -34.0% |
| 53 | NET | Cloudflare Inc | 52535 | $10.8M | 0.32% | NEW |
| 54 | LYB | Lyondellbasell Industries Nv | 131435 | $10.6M | 0.31% | NEW |
| 55 | VSOGF | Vista Energy S.A.B. De C.V. | 134700 | $10.2M | 0.30% | NEW |
| 56 | TWST | Twist Bioscience Corp | 206000 | $9.8M | 0.29% | NEW |
| 57 | COHR | Coherent Corp | 40400 | $9.6M | 0.29% | NEW |
| 58 | AMZN | Amazon Com Inc | 45800 | $9.5M | 0.28% | -93.8% |
| 59 | CLS | Celestica Inc | 33275 | $9.4M | 0.28% | NEW |
| 60 | STUB | Stubhub Hldgs Inc | 1367177 | $8.5M | 0.25% | -40.7% |
| 61 | DBVT | Dbv Technologies S A Sponsored | 383363 | $8.0M | 0.24% | NEW |
| 62 | MU | Micron Technology Inc | 23400 | $7.9M | 0.23% | NEW |
| 63 | ECHO | Echostar Corp | 60765 | $7.1M | 0.21% | — |
| 64 | ALM | Almonty Inds Inc | 469880 | $6.8M | 0.20% | — |
| 65 | PCTBP | Purecycle Technologies Inc | 963189 | $5.0M | 0.15% | +-66.5% |
| 66 | LITE | Lumentum Hldgs Inc | 6963 | $4.9M | 0.14% | NEW |
| 67 | MELI | Mercadolibre Inc | 2766 | $4.8M | 0.14% | -94.1% |
| 68 | SOLS | Solstice Advanced Matls Inc | 62525 | $4.8M | 0.14% | NEW |
| 69 | WLK | Westlake Corporation | 21194 | $2.5M | 0.07% | NEW |
| 70 | WVE | Wave Life Sciences Ltd | 173000 | $1.3M | 0.04% | — |