Stanley Druckenmiller runs Duquesne Family Office LLC, a focused book of 86 stocks worth $4.4B as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter they opened Alphabet Inc-CL A and trimmed Ypf S.A.-Sponsored ADR. Their largest long position is Natera Inc at 20% of the equity book. They also disclosed $856.6M in call options (bullish), shown separately below and excluded from the equity book.
Duquesne's 13F is the equity shadow of a macro mind. The filing shows US-listed longs only, while Druckenmiller's real positions have always spanned bonds, currencies, and commodities you'll never find here.
What to watch: new tech names, because he concentrates when a thesis grips him. And sudden exits, because he changes his mind faster than almost anyone, and says so.
What's missing: everything that makes him Druckenmiller. The rates, FX, and short book. Same 45-day lag, and on a book that pivots quarterly, the lag bites hardest.
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86 companies · Q2 2026 · click a row for its quarter-by-quarter history
| # | Stock | % of portfolio | Value | Shares | Latest change | History |
|---|---|---|---|---|---|---|
| 1 | Natera IncNTRA | 19.9% | $864.9M | 3.2M | ▲+4.0% Added · +123K sh | |
| 2 | Taiwan Semiconductor-SP ADRTSM | 6.5% | $281.6M | 590K | ▲+19% Added · +94K sh | |
| 3 | Stmicroelectronics NV-NY SHSSTM | 5.3% | $232.4M | 3.1M | ▲+19% Added · +490K sh | |
| 4 | Insmed IncINSM | 3.5% | $151.9M | 1.4M | ▲+23% Added · +271K sh | |
| 5 | Ypf S.A.-Sponsored ADRYPF | 3.3% | $142.7M | 3.1M | ▼−3.0% Reduced · −97K sh | |
| 6 | Amazon.com IncAMZN | 3.0% | $129.1M | 542K | ▲12× Added · +496K sh | |
| 7 | BBB Foods Inc-Class ATBBB | 2.8% | $120.9M | 2.9M | ▼−6.7% Reduced · −207K sh | |
| 8 | Alphabet Inc-CL AGOOGL | 2.8% | $120.2M | 336K | ▲New +336K sh | |
| 9 | Ishares Msci Brazil ETFEWZ | 2.7% | $118.5M | 3.4M | —Held | |
| 10 | Seagate Technology HoldingsSTX | 2.7% | $117.7M | 122K | ▲+141% Added · +71K sh | |
| 11 | Fox Corp - Class AFOXA | 2.6% | $115.0M | 2.2M | ▲New +2.2M sh | |
| 12 | United Airlines Holdings IncUAL | 2.5% | $108.1M | 795K | ▲+203% Added · +532K sh | |
| 13 | Sea Ltd-ADRSE | 2.4% | $105.4M | 1.1M | —Held | |
| 14 | CDW CorpCDW | 2.4% | $104.6M | 744K | ▲New +744K sh | |
| 15 | Newamsterdam Pharma Co NVNAMS | 2.4% | $104.0M | 3.1M | —Held | |
| 16 | Sandisk CorpSNDK | 1.8% | $79.4M | 35K | ▼−8.5% Reduced · −3K sh | |
| 17 | Revolution Medicines IncRVMD | 1.7% | $74.8M | 400K | ▲+27% Added · +84K sh | |
| 18 | Bitdeer Technologies Group-ABTDR | 1.5% | $64.7M | 4.1M | ▲New +4.1M sh | |
| 19 | CRH PLCCRH | 1.4% | $59.2M | 554K | ▲+47% Added · +176K sh | |
| 20 | Delta Air Lines IncDAL | 1.3% | $56.5M | 603K | ▲New +603K sh | |
| 21 | Fluor CorpFLR | 1.2% | $51.5M | 982K | ▲New +982K sh | |
| 22 | DR Horton IncDHI | 1.1% | $48.7M | 299K | ▲New +299K sh | |
| 23 | Coupang IncCPNG | 1.1% | $46.3M | 2.7M | —Held | |
| 24 | Advanced Micro DevicesAMD | 1.0% | $42.3M | 73K | ▲New +73K sh | |
| 25 | Palo Alto Networks IncPANW | 0.9% | $39.8M | 117K | ▲New +117K sh |
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
96% mapped to company sectors
+3 sectors below the cut, 7% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Other tracked managers holding the same core names as Stanley Druckenmiller
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Chase Coleman | 10 / 80 | $11.1B |
| Harbor Advisors LLC | 15 / 80 | $352.9M |
| Kinetic Partners Management, LP | 14 / 80 | $723.1M |
| Himension Capital (Singapore) Pte. LTD. | 22 / 80 | $646.3M |
| Avala Global LP | 8 / 80 | $804.9M |
| Bedel Financial Consulting, Inc. | 9 / 80 | $409.7M |
| Columbus Hill Capital Management, L.P. | 8 / 80 | $381.9M |
| Tran Capital Management, L.P. | 9 / 80 | $306.0M |
Ranked by the share of each fund's own book sitting in the names it shares with Stanley Druckenmiller: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Put / call positions from the 13F — totals include every disclosed option leg
| Type | Underlying | Notional value | Underlying shares |
|---|---|---|---|
| CALL · bullish | Invesco S&P 500 Equal WeightRSP | $174.7M | 821K |
| CALL · bullish | Ishares Msci Brazil ETFEWZ | $145.9M | 4.2M |
| CALL · bullish | Insmed IncINSM | $143.9M | 1.4M |
| CALL · bullish | Amazon.com IncAMZN | $109.5M | 459K |
| CALL · bullish | Ishares Russell 2000 ETFIWM | $99.1M | 330K |
| CALL · bullish | SS SPDR S&P 500 ETF Trust-USSPY | $67.2M | 90K |
| CALL · bullish | Tesla IncTSLA | $53.0M | 126K |
| CALL · bullish | CDW CorpCDW | $35.2M | 250K |
| CALL · bullish | Meta Platforms Inc-Class AMETA | $28.2M | 50K |
13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.
1 vehicle
This investor page is the Follow view. The Build view lets your agent pull the latest book, quarter-over-quarter moves, overlap with other managers, and the SEC filing behind each line, through REST or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1536411/holdings"
Use Arkolith to show Stanley Druckenmiller's latest 13F book, the biggest position changes this quarter, and the filing each one comes from.
Aggregated from SEC Form 13F filings (institutional long equity positions, reported quarterly, up to 45 days after quarter-end). Holdings are public domain, sourced to SEC EDGAR. The book totals, weighting, concentration and sectors are long equity only; disclosed put/call options are listed separately and excluded from those figures. No performance line is shown for this book yet. Every panel is one call to the Arkolith API & MCP server.