Duquesne Family Office portfolio: Q2 2026 13F holdings
Stanley Druckenmiller. Stanley Druckenmiller's family office. He trades often, so his 13F changes a lot from quarter to quarter.
The Q3 2026 13F is due by 2026-11-16. This page switches to it as soon as it lands on SEC EDGAR (checked hourly).
Portfolio value$4.4B+48% vs Q1 2026
Positions8565 in Q1 2026
New · sold out43 · 23added 13, trimmed 7
Top 1053%of the portfolio
Duquesne Family Office reported 85 US stock positions worth $4.4B at the end of Q2 2026, against $2.9B in 65 positions at the end of Q1 2026. The ten largest are 53% of the portfolio, led by Natera Inc (20%), Taiwan Semiconductor Manufac and Stmicroelectronics N V. Over the quarter it opened 43 new positions (Fox (Class A), Alphabet (Class A) and CDW and others), sold out of 23 (Broadcom, Option Care Health Inc and Figure Technology Solutio and others), added to 13 and trimmed 7.
Biggest buys in Q2 2026
Fox (Class A)new +$144.6M
Alphabet (Class A)new +$120.2M
Amazon+1083% +$118.2M
CDWnew +$104.6M
United Airlines Holdings+203% +$72.4M
Seagate Technology+141% +$68.8M
Bitdeer Technologies Groupnew +$64.7M
Delta Air Linesnew +$56.5M
Biggest sells in Q2 2026
Roku Inc-75% −$78.2M
Alcoa Corp-88% −$68.2M
Woodward Inc-68% −$61.3M
Broadcomsold out −$60.6M
Teva Pharmaceutical Inds Ltd-74% −$59.4M
Option Care Health Incsold out −$50.3M
Figure Technology Solutiosold out −$39.1M
Restaurant Brands Intl Incsold out −$33.6M
85 positions · Q2 2026
Everything Duquesne Family Office owns
| Company | % of portfolio | Value | Shares | vs Q1 2026 | Upside | The rule |
|---|---|---|---|---|---|---|
| Natera Inc | 20% | $864.9M | 3,186,306 | +4% | — | — |
| Taiwan Semiconductor Manufac | 6.5% | $281.6M | 589,680 | +19% | — | — |
| Stmicroelectronics N V | 5.3% | $232.4M | 3,102,880 | +19% | — | — |
| Insmed Inc | 3.5% | $151.9M | 1,424,690 | +23% | — | — |
| FOXAFox (Class A) | 3.3% | $144.6M | 2,837,200 | NEW | +21% | Members only |
| Ypf Sociedad Anonima | 3.3% | $142.7M | 3,138,897 | -3% | — | — |
| AMZNAmazon | 3.0% | $129.1M | 541,600 | +1083% | +46% | Members only |
| Bbb Foods Inc | 2.8% | $120.9M | 2,901,733 | -7% | — | — |
| GOOGLAlphabet (Class A) | 2.8% | $120.2M | 336,300 | NEW | -5% | Members only |
| Ishares Inc | 2.7% | $118.5M | 3,436,170 | same | — | — |
| STXSeagate Technology | 2.7% | $117.7M | 122,000 | +141% | -57% | Members only |
| UALUnited Airlines Holdings | 2.5% | $108.1M | 794,795 | +203% | +166% | Members only |
| Sea Ltd | 2.4% | $105.4M | 1,099,905 | same | — | — |
| CDWCDW | 2.4% | $104.6M | 743,950 | NEW | -16% | Members only |
| Newamsterdam Pharma Company | 2.4% | $104.0M | 3,070,146 | same | — | — |
| SNDKSandisk | 1.8% | $79.4M | 34,900 | -9% | +134% | Members only |
| Revolution Medicines Inc | 1.7% | $74.8M | 399,587 | +27% | — | — |
| Bitdeer Technologies Group | 1.5% | $64.7M | 4,074,993 | NEW | — | — |
| CRHCRH | 1.4% | $59.2M | 553,555 | +47% | -9% | Members only |
| DALDelta Air Lines | 1.3% | $56.5M | 603,000 | NEW | +108% | Members only |
| Fluor Corp | 1.2% | $51.5M | 982,200 | NEW | — | — |
| DHID. R. Horton | 1.1% | $48.7M | 299,000 | NEW | -14% | Members only |
| Coupang Inc | 1.1% | $46.3M | 2,667,485 | same | — | — |
| AMDAdvanced Micro Devices | 1.0% | $42.3M | 72,900 | NEW | -76% | Members only |
| PANWPalo Alto Networks | 0.9% | $39.8M | 116,650 | NEW | -67% | Members only |
| Cleveland-Cliffs Inc New | 0.9% | $39.6M | 4,216,184 | +82% | — | — |
| Hut 8 Corp | 0.8% | $36.3M | 314,150 | NEW | — | — |
| Caris Life Sciences Inc | 0.8% | $33.8M | 1,894,450 | same | — | — |
| Global X Fds | 0.7% | $30.0M | 328,800 | -15% | — | — |
| Woodward Inc | 0.7% | $28.6M | 67,194 | -68% | — | — |
| Nuvation Bio Inc | 0.6% | $25.8M | 4,539,800 | same | — | — |
| Protagonist Therapeutics Inc | 0.6% | $25.6M | 208,900 | +31% | — | — |
| Roku Inc | 0.6% | $25.4M | 184,055 | -75% | — | — |
| Cavco Inds Inc Del | 0.6% | $24.3M | 39,500 | NEW | — | — |
| Adma Biologics Inc | 0.5% | $23.3M | 2,784,110 | +80% | — | — |
| Hyperliquid Strategies Inc | 0.5% | $23.1M | 2,941,500 | NEW | — | — |
| Rambus Inc Del | 0.5% | $23.0M | 173,000 | NEW | — | — |
| Rhythm Pharmaceuticals Inc | 0.5% | $22.6M | 203,618 | NEW | — | — |
| Champion Homes Inc | 0.5% | $22.4M | 254,400 | NEW | — | — |
| Daktronics Inc | 0.5% | $22.0M | 1,123,109 | +100% | — | — |
| Purecycle Technologies Inc | 0.5% | $21.7M | 2,681,415 | +178% | — | — |
| Southern Copper Corp | 0.5% | $21.4M | 123,060 | +1% | — | — |
| LINLinde | 0.5% | $21.4M | 41,200 | same | -68% | Members only |
| Entegris Inc | 0.5% | $21.3M | 118,300 | NEW | — | — |
| Teva Pharmaceutical Inds Ltd | 0.5% | $21.2M | 624,999 | -74% | — | — |
| Unity Software Inc | 0.5% | $21.1M | 738,785 | same | — | — |
| Aeva Technologies Inc | 0.5% | $20.7M | 720,175 | NEW | — | — |
| Riot Platforms Inc | 0.5% | $20.7M | 754,800 | NEW | — | — |
| QQnity Electronics | 0.5% | $20.5M | 125,655 | same | +2% | Members only |
| EQIXEquinix | 0.4% | $19.2M | 18,450 | NEW | -34% | Members only |
| LRCXLam Research | 0.4% | $18.9M | 43,600 | NEW | +2% | Members only |
| Definium Therapeutics Inc | 0.4% | $16.8M | 356,600 | NEW | — | — |
| Belite Bio Inc Sponsored | 0.4% | $16.3M | 106,100 | same | — | — |
| Invesco Exchange Traded Fd T | 0.4% | $15.8M | 74,400 | NEW | — | — |
| 10X Genomics Inc | 0.4% | $15.5M | 403,100 | NEW | — | — |
| WABWabtec | 0.4% | $15.3M | 56,595 | -40% | -42% | Members only |
| LLYEli Lilly | 0.3% | $14.8M | 12,380 | NEW | -26% | Members only |
| Xenon Pharmaceuticals Inc | 0.3% | $14.4M | 238,600 | same | — | — |
| Olema Pharmaceuticals Inc | 0.3% | $12.3M | 986,827 | same | — | — |
| Repligen Corp | 0.2% | $10.6M | 77,400 | NEW | — | — |
| Rocket Cos Inc | 0.2% | $10.3M | 652,220 | NEW | — | — |
| Baidu Inc | 0.2% | $10.1M | 88,200 | NEW | — | — |
| Arm Holdings Plc | 0.2% | $10.0M | 28,090 | -74% | — | — |
| CVNACarvana | 0.2% | $9.9M | 151,000 | NEW | -10% | Members only |
| RDDTReddit | 0.2% | $9.8M | 56,550 | NEW | +36% | Members only |
| Alcoa Corp | 0.2% | $9.7M | 185,640 | -88% | — | — |
| TMOThermo Fisher Scientific | 0.2% | $9.6M | 19,200 | NEW | -71% | Members only |
| DHRDanaher | 0.2% | $9.6M | 50,300 | NEW | -68% | Members only |
| FFIVF5 | 0.2% | $9.2M | 22,000 | NEW | +14% | Members only |
| Vista Energy S.A.B. De C.V. | 0.2% | $8.6M | 134,700 | same | — | — |
| Skeena Res Ltd New | 0.2% | $8.0M | 300,200 | NEW | — | — |
| Jbs N.V. | 0.2% | $7.8M | 655,900 | same | — | — |
| Monte Rosa Therapeutics Inc | 0.2% | $7.2M | 297,600 | NEW | — | — |
| Relay Therapeutics Inc | 0.1% | $6.5M | 349,000 | NEW | — | — |
| Dbv Technologies S A Sponsored | 0.1% | $6.3M | 383,363 | same | — | — |
| Ccc Intelligent Solutions Hl | 0.1% | $6.0M | 1,170,900 | NEW | — | — |
| Uwm Holdings Corporation | 0.1% | $5.9M | 2,583,000 | NEW | — | — |
| Navitas Semiconductor Corp | 0.1% | $5.6M | 311,100 | NEW | — | — |
| Solstice Advanced Matls Inc | 0.1% | $5.5M | 62,525 | same | — | — |
| Ftai Aviation Ltd | 0.1% | $5.5M | 20,200 | NEW | — | — |
| Beam Therapeutics Inc | 0.1% | $5.3M | 153,600 | NEW | — | — |
| Aurora Innovation Inc | <0.1% | $4.3M | 633,700 | NEW | — | — |
| Iren Limited | <0.1% | $4.0M | 87,100 | NEW | — | — |
| Grupo Financiero Galicia S.A | <0.1% | $3.0M | 59,500 | NEW | — | — |
| Wave Life Sciences Ltd | <0.1% | $1.0M | 173,000 | same | — | — |
| AVGOBroadcom | — | — | — | SOLD OUT | -9% | Members only |
| Option Care Health Inc | — | — | — | SOLD OUT | — | — |
| Figure Technology Solutio | — | — | — | SOLD OUT | — | — |
| Restaurant Brands Intl Inc | — | — | — | SOLD OUT | — | — |
| Lattice Semiconductor Corp | — | — | — | SOLD OUT | — | — |
| HUMHumana | — | — | — | SOLD OUT | +13% | Members only |
| TWLOTwilio | — | — | — | SOLD OUT | -45% | Members only |
| JBLJabil | — | — | — | SOLD OUT | +48% | Members only |
| Ishares S&P Gsci Commodity- | — | — | — | SOLD OUT | — | — |
| BEBloom Energy | — | — | — | SOLD OUT | -72% | Members only |
| INTCIntel | — | — | — | SOLD OUT | -103% | Members only |
| Cloudflare Inc | — | — | — | SOLD OUT | — | — |
| LYBLyondellBasell | — | — | — | SOLD OUT | -80% | Members only |
| Twist Bioscience Corp | — | — | — | SOLD OUT | — | — |
| COHRCoherent | — | — | — | SOLD OUT | — | Members only |
| Celestica Inc | — | — | — | SOLD OUT | — | — |
| Stubhub Hldgs Inc | — | — | — | SOLD OUT | — | — |
| MUMicron Technology | — | — | — | SOLD OUT | -53% | Members only |
| ECHOEchoStar | — | — | — | SOLD OUT | — | Members only |
| Almonty Inds Inc | — | — | — | SOLD OUT | — | — |
| LITELumentum | — | — | — | SOLD OUT | -83% | Members only |
| Mercadolibre Inc | — | — | — | SOLD OUT | — | — |
| Westlake Corporation | — | — | — | SOLD OUT | — | — |
Upside is to our model’s value from each company’s own SEC filings, for the S&P 500 companies we value (how). Positions sold out during the quarter are listed last.
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What a 13F shows, and what it hides: 13F filings explained.
Generated automatically from Duquesne Family Office’s Form 13F (CIK 1536411, accession 0001536411-26-000006) on SEC EDGAR, compared with its filing for Q1 2026. Long US stock positions only: 13Fs leave out shorts, cash, bonds, most non-US holdings and options (excluded here), and are up to 45 days old when filed. Research only, not investment advice. boring&rich is not affiliated with or endorsed by Duquesne Family Office or Stanley Druckenmiller.