What Stanley Druckenmiller Bought in Q2 2026
Duquesne Family Office · Quarterly 13F recap as filed with the SEC.
Period: 2026-06-30 · Filed
$5.21B
Total Value
95
Holdings
48
New Buys
10
Reduced
In Q2 2026, Stanley Druckenmiller reported 95 long equity positions worth $5.21B in their Duquesne Family Office 13F filing, including 48 new positions (largest: Insmed Inc at $143.9M) and 17 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | NTRA | Natera Inc | 3186306 | $864.9M | 16.60% | +4.0% |
| 2 | TSM | Taiwan Semiconductor Manufac | 589680 | $281.6M | 5.40% | +19.1% |
| 3 | STMEF | Stmicroelectronics N V | 3102880 | $232.4M | 4.46% | +18.8% |
| 4 | RSP | Invesco Exchange Traded Fd T | 821000 | $174.7M | 3.35% | — |
| 5 | INSM | Insmed Inc | 1424690 | $151.9M | 2.92% | +23.4% |
| 6 | EWZ | Ishares Inc | 4228000 | $145.9M | 2.80% | — |
| 7 | INSM | Insmed Inc | 1350000 | $143.9M | 2.76% | NEW |
| 8 | YPF | Ypf Sociedad Anonima | 3138897 | $142.7M | 2.74% | -3.0% |
| 9 | AMZN | Amazon Com Inc | 541600 | $129.1M | 2.48% | +1082.5% |
| 10 | TBBB | Bbb Foods Inc | 2901733 | $120.9M | 2.32% | -6.7% |
| 11 | GOOGL | Alphabet Inc | 336300 | $120.2M | 2.31% | NEW |
| 12 | EWZ | Ishares Inc | 3436170 | $118.5M | 2.28% | — |
| 13 | STX | Seagate Technology Hldngs Pl | 122000 | $117.7M | 2.26% | 140.6% |
| 14 | FOXA | Fox Corp | 2204600 | $115.0M | 2.21% | NEW |
| 15 | AMZN | Amazon Com Inc | 459300 | $109.5M | 2.10% | +129.7% |
| 16 | UAL | United Airls Hldgs Inc | 794795 | $108.1M | 2.07% | +202.8% |
| 17 | SE | Sea Ltd | 1099905 | $105.4M | 2.02% | — |
| 18 | CDW | Cdw Corp | 743950 | $104.6M | 2.01% | NEW |
| 19 | NAMSW | Newamsterdam Pharma Company | 3070146 | $104.0M | 2.00% | — |
| 20 | EEM | iShares MSCI Emerging Markets ETF | 330000 | $99.1M | 1.90% | 317.7% |
| 21 | SNDK | Sandisk Corp | 34900 | $79.4M | 1.52% | -8.5% |
| 22 | RVMD | Revolution Medicines Inc | 399587 | $74.8M | 1.44% | +26.5% |
| 23 | SPY | SPDR S&P 500 ETF | 90000 | $67.2M | 1.29% | — |
| 24 | BTDR | Bitdeer Technologies Group | 4074993 | $64.7M | 1.24% | NEW |
| 25 | CRH | Crh Plc | 553555 | $59.2M | 1.14% | +46.6% |
| 26 | DAL | Delta Air Lines Inc | 603000 | $56.5M | 1.08% | NEW |
| 27 | TSLA | Tesla Inc | 126000 | $53.0M | 1.02% | NEW |
| 28 | FLR | Fluor Corp | 982200 | $51.5M | 0.99% | NEW |
| 29 | DHI | D R Horton Inc | 299000 | $48.7M | 0.93% | NEW |
| 30 | CPNG | Coupang Inc | 2667485 | $46.3M | 0.89% | — |
| 31 | AMD | Advanced Micro Devices Inc | 72900 | $42.3M | 0.81% | NEW |
| 32 | PANW | Palo Alto Networks Inc | 116650 | $39.8M | 0.76% | NEW |
| 33 | CLF | Cleveland-Cliffs Inc New | 4216184 | $39.6M | 0.76% | +82.2% |
| 34 | HUT | Hut 8 Corp | 314150 | $36.3M | 0.70% | NEW |
| 35 | CDW | Cdw Corp | 250000 | $35.2M | 0.67% | NEW |
| 36 | CAI | Caris Life Sciences Inc | 1894450 | $33.8M | 0.65% | — |
| 37 | ARGT | Global X Fds | 328800 | $30.0M | 0.58% | -15.1% |
| 38 | FOX | Fox Corp | 632600 | $29.6M | 0.57% | NEW |
| 39 | WWD | Woodward Inc | 67194 | $28.6M | 0.55% | +-68.2% |
| 40 | META | Meta Platforms Inc | 50000 | $28.2M | 0.54% | NEW |
| 41 | NUVB | Nuvation Bio Inc | 4539800 | $25.8M | 0.49% | — |
| 42 | PTGX | Protagonist Therapeutics Inc | 208900 | $25.6M | 0.49% | +30.8% |
| 43 | ROKU | Roku Inc | 184055 | $25.4M | 0.49% | -75.5% |
| 44 | CVCO | Cavco Inds Inc Del | 39500 | $24.3M | 0.47% | NEW |
| 45 | ADMA | Adma Biologics Inc | 2784110 | $23.3M | 0.45% | +80.1% |
| 46 | PURR | Hyperliquid Strategies Inc | 2941500 | $23.1M | 0.44% | NEW |
| 47 | RMBS | Rambus Inc Del | 173000 | $23.0M | 0.44% | NEW |
| 48 | RYTM | Rhythm Pharmaceuticals Inc | 203618 | $22.6M | 0.43% | NEW |
| 49 | SKY | Champion Homes Inc | 254400 | $22.4M | 0.43% | NEW |
| 50 | DAKT | Daktronics Inc | 1123109 | $22.0M | 0.42% | 99.6% |
| 51 | PCTBP | Purecycle Technologies Inc | 2681415 | $21.7M | 0.42% | 178.4% |
| 52 | SCCO | Southern Copper Corp | 123060 | $21.4M | 0.41% | +1.0% |
| 53 | LIN | Linde Plc | 41200 | $21.4M | 0.41% | — |
| 54 | ENTG | Entegris Inc | 118300 | $21.3M | 0.41% | NEW |
| 55 | TEVA | Teva Pharmaceutical Inds Ltd | 624999 | $21.2M | 0.41% | +-73.7% |
| 56 | U | Unity Software Inc | 738785 | $21.1M | 0.41% | — |
| 57 | AEVA | Aeva Technologies Inc | 720175 | $20.7M | 0.40% | NEW |
| 58 | RIOT | Riot Platforms Inc | 754800 | $20.7M | 0.40% | NEW |
| 59 | Q | Qnity Electronics Inc | 125655 | $20.5M | 0.39% | — |
| 60 | EQIX | Equinix Inc | 18450 | $19.2M | 0.37% | NEW |
| 61 | LRCX | Lam Research Corp | 43600 | $18.9M | 0.36% | NEW |
| 62 | DFTX | Definium Therapeutics Inc | 356600 | $16.8M | 0.32% | NEW |
| 63 | BLTE | Belite Bio Inc Sponsored | 106100 | $16.3M | 0.31% | — |
| 64 | RSP | Invesco Exchange Traded Fd T | 74400 | $15.8M | 0.30% | NEW |
| 65 | TXG | 10X Genomics Inc | 403100 | $15.5M | 0.30% | NEW |
| 66 | WAB | Wabtec | 56595 | $15.3M | 0.29% | -40.4% |
| 67 | LLY | Eli Lilly & Co | 12380 | $14.8M | 0.28% | NEW |
| 68 | XENE | Xenon Pharmaceuticals Inc | 238600 | $14.4M | 0.28% | — |
| 69 | OLMA | Olema Pharmaceuticals Inc | 986827 | $12.3M | 0.24% | — |
| 70 | RGEN | Repligen Corp | 77400 | $10.6M | 0.20% | NEW |
| 71 | RKT | Rocket Cos Inc | 652220 | $10.3M | 0.20% | NEW |
| 72 | BIDU | Baidu Inc | 88200 | $10.1M | 0.19% | NEW |
| 73 | ARM | Arm Holdings Plc | 28090 | $10.0M | 0.19% | +-73.7% |
| 74 | CVNA | Carvana Co | 151000 | $9.9M | 0.19% | NEW |
| 75 | RDDT | Reddit Inc | 56550 | $9.8M | 0.19% | NEW |
| 76 | AA | Alcoa Corp | 185640 | $9.7M | 0.19% | +-87.6% |
| 77 | TMO | Thermo Fisher Scientific Inc | 19200 | $9.6M | 0.18% | NEW |
| 78 | DHR | Danaher Corp Del | 50300 | $9.6M | 0.18% | NEW |
| 79 | FFIV | F5 Inc | 22000 | $9.2M | 0.18% | NEW |
| 80 | VSOGF | Vista Energy S.A.B. De C.V. | 134700 | $8.6M | 0.16% | — |
| 81 | SKE | Skeena Res Ltd New | 300200 | $8.0M | 0.15% | NEW |
| 82 | JBS | Jbs N.V. | 655900 | $7.8M | 0.15% | — |
| 83 | GLUE | Monte Rosa Therapeutics Inc | 297600 | $7.2M | 0.14% | NEW |
| 84 | RLAY | Relay Therapeutics Inc | 349000 | $6.5M | 0.13% | NEW |
| 85 | DBVT | Dbv Technologies S A Sponsored | 383363 | $6.3M | 0.12% | — |
| 86 | CCC | Ccc Intelligent Solutions Hl | 1170900 | $6.0M | 0.12% | NEW |
| 87 | UWMC | Uwm Holdings Corporation | 2583000 | $5.9M | 0.11% | NEW |
| 88 | NVTS | Navitas Semiconductor Corp | 311100 | $5.6M | 0.11% | NEW |
| 89 | SOLS | Solstice Advanced Matls Inc | 62525 | $5.5M | 0.11% | — |
| 90 | FTAI | Ftai Aviation Ltd | 20200 | $5.5M | 0.10% | NEW |
| 91 | BEAM | Beam Therapeutics Inc | 153600 | $5.3M | 0.10% | NEW |
| 92 | AUR | Aurora Innovation Inc | 633700 | $4.3M | 0.08% | NEW |
| 93 | IREN | Iren Limited | 87100 | $4.0M | 0.08% | NEW |
| 94 | GGAL | Grupo Financiero Galicia S.A | 59500 | $3.0M | 0.06% | NEW |
| 95 | WVE | Wave Life Sciences Ltd | 173000 | $1.0M | 0.02% | — |