Stanley Druckenmiller - Duquesne Family Office LLC
As of Q2 2026, Stanley Druckenmiller reported 86 long-equity positions worth $4.35B in aggregate.
It also disclosed $856.64M of call notional. Notional is the contracts’ face value, not the premium paid, so it is reported separately from the equity above — see the Options section below.
Copy-investor backtest
- Latest quarter
- +18.27%
- 1-year
- +47.15%
- 3-year
- +192.32%
- 5-year
- +210.61%
- 3-year vs S&P 500
- +119.08%
- 5-year vs S&P 500
- +112.71%
- 5-year top 5
- +305.82%
Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. The vs S&P 500 figures subtract SPY over that manager's own rebalance dates, so both sides cover the same days; both are price return, excluding dividends. Method & limitations.
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All activity
This tab shows every position the manager opened, added to, reduced, or exited compared with the prior quarter, so you can see exactly what changed. The quarter shown is Q2 2026.
| Ticker | Security | Activity | % portfolio | Shares | Value | Reported price | Q range |
|---|---|---|---|---|---|---|---|
| GOOGL | Alphabet Inc | New | 2.76% | 336,300 | $120.18M | $357.37 | $289.45 - $408.61(57%)$297.39 -> $357.37 |
| AMZN | Amazon Com Inc | Add +1082.5% | 2.96% | 541,600 | $129.09M | $238.34 | $204.90 - $278.56(45%)$210.57 -> $238.34 |
| FOXA | Fox Corp | New | 2.64% | 2,204,600 | $114.99M | $52.16 | $48.34 - $69.17(18%)$58.46 -> $52.16 |
| CDW | Cdw Corp | New | 2.40% | 743,950 | $104.63M | $140.64 | $97.12 - $143.64(94%)$121.40 -> $140.64 |
| ROKU | Roku Inc | Reduce -75.5% | 0.58% | 184,055 | $25.43M | $138.14 | $90.23 - $148.88(82%)$94.90 -> $138.14 |
| UAL | United Airls Hldgs Inc | Add +202.8% | 2.48% | 794,795 | $108.08M | $135.99 | $86.65 - $138.77(95%)$95.08 -> $135.99 |
| STX | Seagate Technology Hldngs Pl | Add +140.6% | 2.70% | 122,000 | $117.73M | $965.00 | $396.31 - $1145.00(76%)$423.12 -> $965.00 |
| AA | Alcoa Corp | Reduce -87.6% | 0.22% | 185,640 | $9.68M | $52.14 | $51.22 - $84.38(3%)$72.06 -> $52.14 |
| BTDR | Bitdeer Technologies Group | New | 1.49% | 4,074,993 | $64.67M | $15.87 | $8.75 - $20.72(59%)$9.34 -> $15.87 |
| WWD | Woodward Inc | Reduce -68.2% | 0.66% | 67,194 | $28.59M | $425.44 | $337.06 - $450.92(78%)$375.87 -> $425.44 |
| TEVA | Teva Pharmaceutical Inds Ltd | Reduce -73.7% | 0.49% | 624,999 | $21.18M | $33.88 | $27.93 - $36.99(66%)$30.25 -> $33.88 |
| DAL | Delta Air Lines Inc | New | 1.30% | 603,000 | $56.48M | $93.66 | $64.17 - $95.14(95%)$67.60 -> $93.66 |
| FLR | Fluor Corp | New | 1.18% | 982,200 | $51.46M | $52.39 | $41.60 - $54.79(82%)$47.55 -> $52.39 |
| DHI | D R Horton Inc | New | 1.12% | 299,000 | $48.7M | $162.88 | $133.84 - $170.79(79%)$138.25 -> $162.88 |
| TSM | Taiwan Semiconductor Manufac | Add +19.1% | 6.47% | 589,680 | $281.61M | $477.57 | $326.80 - $479.00(99%)$341.49 -> $477.57 |
| INSM | Insmed Inc | New | — | 1,350,000 | $143.94M | $106.62 | $90.39 - $166.19(21%)$164.86 -> $106.62 |
| TSLA | Tesla Inc | New | — | 126,000 | $53M | $420.60 | $337.24 - $453.40(72%)$381.26 -> $420.60 |
| AMD | Advanced Micro Devices Inc | New | 0.97% | 72,900 | $42.35M | $580.91 | $200.62 - $584.73(99%)$210.21 -> $580.91 |
| PANW | Palo Alto Networks Inc | New | 0.91% | 116,650 | $39.78M | $341.02 | $151.28 - $342.48(99%)$160.67 -> $341.02 |
| HUT | Hut 8 Corp | New | 0.83% | 314,150 | $36.27M | $115.44 | $44.21 - $140.80(74%)$47.36 -> $115.44 |
| CDW | Cdw Corp | New | — | 250,000 | $35.16M | $140.64 | $97.12 - $143.64(94%)$121.40 -> $140.64 |
| FOX | Fox Corp | New | 0.68% | 632,600 | $29.63M | $46.84 | $44.08 - $61.96(15%)$52.88 -> $46.84 |
| META | Meta Platforms Inc | New | — | 50,000 | $28.17M | $563.30 | $540.18 - $691.52(15%)$579.23 -> $563.29 |
| CVCO | Cavco Inds Inc Del | New | 0.56% | 39,500 | $24.27M | $614.38 | $443.34 - $630.48(91%)$485.66 -> $614.38 |
| PURR | Hyperliquid Strategies Inc | New | 0.53% | 2,941,500 | $23.15M | $7.87 | $4.50 - $11.62(47%)$5.13 -> $7.87 |
| RMBS | Rambus Inc Del | New | 0.53% | 173,000 | $22.96M | $132.74 | $84.08 - $174.10(54%)$89.95 -> $132.74 |
| RYTM | Rhythm Pharmaceuticals Inc | New | 0.52% | 203,618 | $22.61M | $111.03 | $79.40 - $113.23(94%)$88.12 -> $111.03 |
| SKY | Champion Homes Inc | New | 0.51% | 254,400 | $22.42M | $88.12 | $63.87 - $90.54(91%)$74.20 -> $88.12 |
| ENTG | Entegris Inc | New | 0.49% | 118,300 | $21.28M | $179.86 | $112.88 - $186.94(90%)$118.71 -> $179.86 |
| AEVA | Aeva Technologies Inc | New | 0.47% | 720,175 | $20.68M | $28.72 | $12.01 - $29.82(94%)$13.20 -> $28.72 |
| RIOT | Riot Platforms Inc | New | 0.47% | 754,800 | $20.67M | $27.38 | $11.75 - $30.32(84%)$12.55 -> $27.38 |
| EQIX | Equinix Inc | New | 0.44% | 18,450 | $19.23M | $1042.38 | $978.02 - $1128.68(43%)$995.98 -> $1042.39 |
| LRCX | Lam Research Corp | New | 0.43% | 43,600 | $18.89M | $433.33 | $208.80 - $438.50(98%)$222.01 -> $433.33 |
| DFTX | Definium Therapeutics Inc | New | 0.39% | 356,600 | $16.77M | $47.04 | $19.20 - $49.20(93%)$20.60 -> $47.04 |
| RSP | Invesco Exchange Traded Fd T | New | 0.36% | 74,400 | $15.83M | $212.77 | $190.21 - $214.30(94%)$192.54 -> $212.77 |
| TXG | 10X Genomics Inc | New | 0.35% | 403,100 | $15.46M | $38.34 | $19.53 - $38.67(98%)$22.05 -> $38.34 |
| LLY | Eli Lilly & Co | New | 0.34% | 12,380 | $14.85M | $1199.43 | $850.51 - $1238.00(90%)$954.52 -> $1199.43 |
| RGEN | Repligen Corp | New | 0.24% | 77,400 | $10.56M | $136.43 | $100.99 - $149.05(74%)$118.32 -> $136.44 |
| RKT | Rocket Cos Inc | New | 0.24% | 652,220 | $10.27M | $15.75 | $12.17 - $17.36(69%)$14.43 -> $15.75 |
| BIDU | Baidu Inc | New | 0.23% | 88,200 | $10.08M | $114.29 | $100.32 - $152.37(27%)$111.90 -> $114.29 |
| CVNA | Carvana Co | New | 0.23% | 151,000 | $9.94M | $65.82 | $58.94 - $83.91(28%)$62.42 -> $65.82 |
| RDDT | Reddit Inc | New | 0.23% | 56,550 | $9.82M | $173.58 | $128.63 - $187.34(77%)$136.18 -> $173.58 |
| TMO | Thermo Fisher Scientific Inc | New | 0.22% | 19,200 | $9.63M | $501.35 | $435.27 - $538.41(64%)$494.54 -> $501.36 |
| DHR | Danaher Corp Del | New | 0.22% | 50,300 | $9.58M | $190.48 | $160.93 - $200.50(75%)$190.79 -> $190.48 |
| FFIV | F5 Inc | New | 0.21% | 22,000 | $9.15M | $415.95 | $284.00 - $427.54(92%)$295.65 -> $415.96 |
| SKE | Skeena Res Ltd New | New | 0.18% | 300,200 | $8M | $26.66 | $24.58 - $34.69(21%)$31.01 -> $26.66 |
| GLUE | Monte Rosa Therapeutics Inc | New | 0.17% | 297,600 | $7.2M | $24.20 | $16.11 - $24.75(94%)$17.17 -> $24.20 |
| RLAY | Relay Therapeutics Inc | New | 0.15% | 349,000 | $6.53M | $18.71 | $10.12 - $19.93(88%)$10.77 -> $18.71 |
| CCCS | Ccc Intelligent Solutions Hl | New | 0.14% | 1,170,900 | $6.04M | — | - |
| UWMC | Uwm Holdings Corporation | New | 0.14% | 2,583,000 | $5.92M | $2.29 | $2.00 - $4.02(14%)$3.64 -> $2.29 |
| NVTS | Navitas Semiconductor Corp | New | 0.13% | 311,100 | $5.58M | $17.92 | $8.05 - $34.17(38%)$8.54 -> $17.92 |
| FTAI | Ftai Aviation Ltd | New | 0.13% | 20,200 | $5.47M | $270.54 | $202.84 - $288.70(79%)$249.81 -> $270.53 |
| BEAM | Beam Therapeutics Inc | New | 0.12% | 153,600 | $5.27M | $34.32 | $23.44 - $36.88(81%)$24.22 -> $34.32 |
| AUR | Aurora Innovation Inc | New | 0.10% | 633,700 | $4.32M | $6.82 | $3.95 - $8.56(62%)$4.18 -> $6.82 |
| IREN | Iren Limited | New | 0.09% | 87,100 | $3.98M | $45.73 | $31.35 - $70.71(37%)$34.09 -> $45.73 |
| GGAL | Grupo Financiero Galicia S.A | New | 0.07% | 59,500 | $2.98M | $50.03 | $39.40 - $58.14(57%)$46.48 -> $50.03 |
| ALMTD | Almonty Inds Inc | Sold | — | 0 | $0 | — | - |
| BE | Bloom Energy Corp | Sold | — | 0 | $0 | — | - |
| AVGO | Broadcom Inc | Sold | — | 0 | $0 | — | - |
| CLS | Celestica Inc | Sold | — | 0 | $0 | — | - |
| NET | Cloudflare Inc | Sold | — | 0 | $0 | — | - |
| COHR | Coherent Corp | Sold | — | 0 | $0 | — | - |
| SATS | Echostar Corp | Sold | — | 0 | $0 | — | - |
| FIGR | Figure Technology Solutio | Sold | — | 0 | $0 | — | - |
| HUM | Humana Inc | Sold | — | 0 | $0 | — | - |
| INTC | Intel Corp | Sold | — | 0 | $0 | — | - |
| GSG | Ishares S&P Gsci Commodity- | Sold | — | 0 | $0 | — | - |
| JBL | Jabil Inc | Sold | — | 0 | $0 | — | - |
| LSCC | Lattice Semiconductor Corp | Sold | — | 0 | $0 | — | - |
| LITE | Lumentum Hldgs Inc | Sold | — | 0 | $0 | — | - |
| LYB | Lyondellbasell Industries Nv | Sold | — | 0 | $0 | — | - |
| MELI | Mercadolibre Inc | Sold | — | 0 | $0 | — | - |
| MU | Micron Technology Inc | Sold | — | 0 | $0 | — | - |
| OPCH | Option Care Health Inc | Sold | — | 0 | $0 | — | - |
| QSR | Restaurant Brands Intl Inc | Sold | — | 0 | $0 | — | - |
| STUB | Stubhub Hldgs Inc | Sold | — | 0 | $0 | — | - |
| TWLO | Twilio Inc | Sold | — | 0 | $0 | — | - |
| TWST | Twist Bioscience Corp | Sold | — | 0 | $0 | — | - |
| WLK | Westlake Corporation | Sold | — | 0 | $0 | — | - |
| STM | Stmicroelectronics N V | Add +18.8% | 5.34% | 3,102,880 | $232.38M | $74.89 | $32.63 - $81.42(87%)$34.52 -> $74.89 |
| NTRA | Natera Inc | Add +4.0% | 19.86% | 3,186,306 | $864.92M | $271.45 | $184.00 - $275.24(96%)$203.21 -> $271.45 |
| INSM | Insmed Inc | Add +23.4% | 3.49% | 1,424,690 | $151.9M | $106.62 | $90.39 - $166.19(21%)$164.86 -> $106.62 |
| ARM | Arm Holdings Plc | Reduce -73.7% | 0.23% | 28,090 | $9.96M | $354.57 | $137.58 - $452.70(69%)$155.07 -> $354.57 |
| CRHCF | Crh Plc | Add +46.6% | 1.36% | 553,555 | $59.23M | — | - |
| CLF | Cleveland-Cliffs Inc New | Add +82.3% | 0.91% | 4,216,184 | $39.59M | $9.39 | $8.05 - $15.06(19%)$8.27 -> $9.39 |
| RVMD | Revolution Medicines Inc | Add +26.5% | 1.72% | 399,587 | $74.84M | $187.28 | $94.00 - $193.09(94%)$98.64 -> $187.28 |
| PCT | Purecycle Technologies Inc | Add +178.4% | 0.50% | 2,681,415 | $21.75M | $8.11 | $5.06 - $14.20(33%)$5.11 -> $8.11 |
| DAKT | Daktronics Inc | Add +99.6% | 0.50% | 1,123,109 | $21.97M | $19.56 | $18.84 - $21.86(24%)$19.78 -> $19.56 |
| ADMA | Adma Biologics Inc | Add +80.1% | 0.54% | 2,784,110 | $23.3M | $8.37 | $7.45 - $11.42(23%)$9.11 -> $8.37 |
| WAB | Wabtec | Reduce -40.4% | 0.35% | 56,595 | $15.26M | $269.60 | $246.88 - $284.91(60%)$256.03 -> $269.60 |
| TBBB | Bbb Foods Inc | Reduce -6.7% | 2.78% | 2,901,733 | $120.92M | $41.67 | $32.51 - $43.81(81%)$34.93 -> $41.67 |
| SNDK | Sandisk Corp | Reduce -8.5% | 1.82% | 34,900 | $79.35M | $2273.72 | $641.00 - $2354.39(95%)$692.73 -> $2273.73 |
| PTGX | Protagonist Therapeutics Inc | Add +30.8% | 0.59% | 208,900 | $25.61M | $122.58 | $92.75 - $126.59(88%)$103.67 -> $122.58 |
| ARGT | Global X Fds | Reduce -15.1% | 0.69% | 328,800 | $30.02M | $91.30 | $86.20 - $100.00(37%)$93.21 -> $91.30 |
| YPF | Ypf Sociedad Anonima | Reduce -3.0% | 3.28% | 3,138,897 | $142.73M | $45.47 | $39.35 - $57.49(34%)$44.31 -> $45.47 |
| AMZN | Amazon Com Inc | Add +129.7% | — | 459,300 | $109.47M | $238.34 | $204.90 - $278.56(45%)$210.57 -> $238.34 |
| IWM | Ishares Tr | Add +317.7% | — | 330,000 | $99.15M | $300.45 | $244.87 - $301.50(98%)$249.56 -> $300.45 |
| SCCO | Southern Copper Corp | Reduce 0.0%1.01:1 split | 0.49% | 123,060 | $21.44M | $174.26 | $163.54 - $203.00(27%)$176.19 -> $172.19 |