As of Q1 2026, this manager reported 65 long-equity positions worth $2.94B in aggregate.
It also disclosed $439.66M 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.
As of Q1 2026, Stanley Druckenmiller's Duquesne Family Office LLC held 65 long-equity positions with a reported value of $2.94B.
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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 Q1 2026.
| Ticker | Security | Activity | % portfolio | Shares | Value | Reported price | Q range |
|---|---|---|---|---|---|---|---|
| ADMA | Adma Biologics Inc | Add +512.9% | 0.47% | 1,545,610 | $13.93M | $9.01 | $7.21 - $18.95(15%)$17.88 -> $9.01 |
| YPF | Ypf Sociedad Anonima | Add +433.1% | 5.09% | 3,235,962 | $149.57M | $46.22 | $32.74 - $48.96(83%)$36.29 -> $46.22 |
| STM | Stmicroelectronics N V | Add +237.8% | 3.07% | 2,612,880 | $90.28M | $34.55 | $26.91 - $35.07(94%)$27.37 -> $34.55 |
| AMZN | Amazon Com Inc | Add +100.0% | — | 200,000 | $41.65M | $208.27 | $196.00 - $248.94(23%)$226.50 -> $208.27 |
| MELI | Mercadolibre Inc | Reduce -94.1% | 0.16% | 2,766 | $4.78M | $1728.85 | $1593.21 - $2342.00(18%)$1973.70 -> $1729.02 |
| AMZN | Amazon Com Inc | Reduce -93.8% | 0.32% | 45,800 | $9.54M | $208.28 | $196.00 - $248.94(23%)$226.50 -> $208.27 |
| BE | Bloom Energy Corp | Reduce -81.6% | 0.63% | 136,320 | $18.47M | $135.49 | $88.86 - $180.90(51%)$98.69 -> $135.49 |
| U | Unity Software Inc | Add +80.2% | 0.55% | 738,785 | $16.21M | $21.94 | $16.78 - $48.81(16%)$44.25 -> $21.94 |
| WAB | Wabtec | Reduce -68.4% | 0.81% | 94,895 | $23.72M | $249.91 | $213.50 - $266.27(69%)$216.28 -> $249.91 |
| PCT | Purecycle Technologies Inc | Reduce -66.5% | 0.17% | 963,189 | $5M | $5.19 | $4.93 - $12.31(4%)$8.95 -> $5.19 |
| LSCC | Lattice Semiconductor Corp | Reduce -65.1% | 1.02% | 323,135 | $29.97M | $92.76 | $75.52 - $108.08(53%)$78.65 -> $92.76 |
| IWM | Ishares Tr | Reduce -65.0% | — | 79,000 | $19.59M | $248.00 | $238.69 - $271.60(28%)$248.78 -> $248.00 |
| WWD | Woodward Inc | Reduce -64.2% | 2.58% | 211,355 | $75.65M | $357.92 | $301.82 - $403.31(55%)$310.86 -> $357.92 |
| QSR | Restaurant Brands Intl Inc | Reduce -62.4% | 1.14% | 454,435 | $33.58M | $73.90 | $65.42 - $75.67(83%)$67.81 -> $73.90 |
| CPNG | Coupang Inc | Reduce -60.6% | 1.71% | 2,667,485 | $50.36M | $18.88 | $16.74 - $23.70(31%)$23.37 -> $18.88 |
| TEVA | Teva Pharmaceutical Inds Ltd | Reduce -59.5% | 2.44% | 2,377,285 | $71.6M | $30.12 | $28.29 - $37.35(20%)$30.95 -> $30.12 |
| STUB | Stubhub Hldgs Inc | Reduce -40.7% | 0.29% | 1,367,177 | $8.53M | $6.24 | $6.02 - $16.63(2%)$14.29 -> $6.24 |
| DAKT | Daktronics Inc | Reduce -34.0% | 0.37% | 562,637 | $11M | $19.55 | $18.97 - $28.27(6%)$19.84 -> $19.55 |
| CLF | Cleveland-Cliffs Inc New | Add +32.5% | 0.67% | 2,313,455 | $19.55M | $8.45 | $7.73 - $15.35(9%)$13.60 -> $8.45 |
| ROKU | Roku Inc | Add +28.7% | 2.42% | 750,190 | $70.98M | $94.62 | $78.53 - $116.33(43%)$108.72 -> $94.62 |
| FIGR | Figure Technology Solutio | Reduce -25.3% | 1.33% | 1,150,415 | $39.06M | $33.95 | $25.01 - $78.00(17%)$43.74 -> $33.95 |
| UAL | United Airls Hldgs Inc | Reduce -24.7% | 0.82% | 262,495 | $24.17M | $92.07 | $84.64 - $119.21(21%)$113.01 -> $92.07 |
| INSM | Insmed Inc | Reduce -22.1% | 6.43% | 1,154,090 | $188.72M | $163.52 | $135.73 - $186.19(55%)$177.12 -> $163.52 |
| NTRA | Natera Inc | Add +22.0% | 20.86% | 3,063,606 | $612.69M | $199.99 | $181.00 - $256.36(25%)$228.84 -> $199.99 |
| CRHCF | Crh Plc | Reduce -20.5% | 1.35% | 377,555 | $39.69M | — | - |
| SE | Sea Ltd | Add +16.5% | 3.10% | 1,099,905 | $91.08M | $82.81 | $77.05 - $148.26(8%)$131.49 -> $82.81 |
| TBBB | Bbb Foods Inc | Add +16.2% | 3.74% | 3,109,202 | $109.97M | $35.37 | $30.10 - $40.09(53%)$34.37 -> $35.37 |
| TSM | Taiwan Semiconductor Manufac | Reduce -8.8% | 5.70% | 495,280 | $167.38M | $337.95 | $311.70 - $390.21(33%)$319.61 -> $337.95 |
| AA | Alcoa Corp | Add +8.5% | 3.37% | 1,493,390 | $99.06M | $66.33 | $54.01 - $68.40(86%)$56.54 -> $66.33 |
| OPCH | Option Care Health Inc | Add +7.0% | 1.71% | 1,868,550 | $50.3M | $26.92 | $26.40 - $36.80(5%)$32.24 -> $26.92 |
| EWZ | Ishares Inc | Reduce -3.3% | 4.49% | 3,436,170 | $131.92M | $38.39 | $31.96 - $39.69(83%)$32.20 -> $38.39 |
| AVGO | Broadcom Inc | New | 2.06% | 195,955 | $60.65M | $309.51 | $289.96 - $360.66(28%)$347.62 -> $309.51 |
| ARGT | Global X Fds | New | 1.23% | 387,400 | $36.15M | $93.32 | $83.46 - $103.97(48%)$91.13 -> $93.32 |
| CAI | Caris Life Sciences Inc | New | 1.15% | 1,894,450 | $33.87M | $17.88 | $16.28 - $29.32(12%)$26.98 -> $17.88 |
| RVMD | Revolution Medicines Inc | New | 1.05% | 315,860 | $30.72M | $97.25 | $76.28 - $124.49(43%)$79.02 -> $97.25 |
| RSP | Invesco Exchange Traded Fd T | New | — | 821,000 | $157.57M | $191.92 | $187.36 - $205.24(26%)$192.86 -> $191.92 |
| SNDK | Sandisk Corp | New | 0.83% | 38,155 | $24.24M | $635.33 | $244.00 - $777.60(73%)$275.24 -> $635.34 |
| HUM | Humana Inc | New | 0.81% | 137,505 | $23.84M | $173.39 | $163.11 - $285.61(8%)$264.48 -> $173.39 |
| TWLO | Twilio Inc | New | 0.78% | 181,760 | $22.87M | $125.82 | $105.00 - $144.79(52%)$138.36 -> $125.82 |
| JBL | Jabil Inc | New | 0.74% | 82,200 | $21.84M | $265.63 | $215.00 - $283.76(74%)$240.39 -> $265.63 |
| GSG | Ishares S&P Gsci Commodity- | New | 0.71% | 643,000 | $20.74M | $32.25 | $22.93 - $32.78(95%)$23.07 -> $32.25 |
| LIN | Linde Plc | New | 0.70% | 41,200 | $20.43M | $495.75 | $422.08 - $510.65(83%)$429.11 -> $495.76 |
| STX | Seagate Technology Hldngs Pl | New | 0.68% | 50,700 | $19.86M | $391.76 | $277.69 - $459.84(63%)$287.54 -> $391.76 |
| NUVB | Nuvation Bio Inc | New | 0.66% | 4,539,800 | $19.48M | $4.29 | $4.04 - $9.10(5%)$8.58 -> $4.29 |
| INTC | Intel Corp | New | 0.62% | 411,400 | $18.16M | $44.13 | $37.76 - $54.60(38%)$39.38 -> $44.13 |
| BLTE | Belite Bio Inc Sponsored | New | 0.58% | 106,100 | $16.92M | $159.44 | $146.06 - $200.00(25%)$159.27 -> $159.44 |
| ARM | Arm Holdings Plc | New | 0.55% | 106,700 | $16.14M | $151.28 | $100.02 - $166.69(77%)$114.73 -> $151.28 |
| OLMA | Olema Pharmaceuticals Inc | New | 0.50% | 986,827 | $14.71M | $14.91 | $12.99 - $29.50(12%)$25.28 -> $14.91 |
| Q | Qnity Electronics Inc | New | 0.49% | 125,655 | $14.5M | $115.38 | $81.61 - $140.60(57%)$84.98 -> $115.38 |
| XENE | Xenon Pharmaceuticals Inc | New | 0.47% | 238,600 | $13.88M | $58.15 | $39.29 - $63.95(76%)$44.49 -> $58.15 |
| JBS | Jbs N.V. | New | 0.40% | 655,900 | $11.78M | $17.96 | $13.24 - $18.00(99%)$14.18 -> $17.96 |
| NET | Cloudflare Inc | New | 0.37% | 52,535 | $10.84M | $206.34 | $158.83 - $229.15(68%)$196.02 -> $206.34 |
| LYB | Lyondellbasell Industries Nv | New | 0.36% | 131,435 | $10.59M | $80.56 | $43.27 - $83.94(92%)$44.39 -> $80.56 |
| VIST | Vista Energy S.A.B. De C.V. | New | 0.35% | 134,700 | $10.17M | $75.47 | $43.71 - $79.20(89%)$48.81 -> $75.47 |
| TWST | Twist Bioscience Corp | New | 0.33% | 206,000 | $9.79M | $47.52 | $31.43 - $57.88(61%)$32.39 -> $47.52 |
| COHR | Coherent Corp | New | 0.33% | 40,400 | $9.62M | $238.22 | $167.50 - $300.20(53%)$194.33 -> $238.21 |
| CLS | Celestica Inc | New | 0.32% | 33,275 | $9.37M | $281.68 | $244.51 - $352.20(35%)$302.40 -> $281.68 |
| DBVT | Dbv Technologies S A Sponsored | New | 0.27% | 383,363 | $8.01M | $20.89 | $16.49 - $25.40(49%)$19.05 -> $20.89 |
| MU | Micron Technology Inc | New | 0.27% | 23,400 | $7.91M | $337.82 | $294.86 - $471.34(24%)$315.42 -> $337.84 |
| LITE | Lumentum Hldgs Inc | New | 0.17% | 6,963 | $4.89M | $702.71 | $317.44 - $808.80(78%)$386.11 -> $702.76 |
| SOLS | Solstice Advanced Matls Inc | New | 0.16% | 62,525 | $4.76M | $76.16 | $48.23 - $84.44(77%)$49.28 -> $76.16 |
| WLK | Westlake Corporation | New | 0.08% | 21,194 | $2.48M | $116.83 | $72.69 - $119.69(94%)$74.15 -> $116.82 |
| AEVA | Aeva Technologies Inc | Sold | — | 0 | $0 | — | - |
| GOOGL | Alphabet Inc | Sold | — | 0 | $0 | — | - |
| AAL | American Airls Group Inc | Sold | — | 0 | $0 | — | - |
| AGX | Argan Inc | Sold | — | 0 | $0 | — | - |
| CMG | Chipotle Mexican Grill Inc | Sold | — | 0 | $0 | — | - |
| CDTX | Cidara Therapeutics Inc | Sold | — | 0 | $0 | — | - |
| COGT | Cogent Biosciences Inc | Sold | — | 0 | $0 | — | - |
| DAL | Delta Air Lines Inc Del | Sold | — | 0 | $0 | — | - |
| DOCU | Docusign Inc | Sold | — | 0 | $0 | — | - |
| DASH | Doordash Inc | Sold | — | 0 | $0 | — | - |
| ENTG | Entegris Inc | Sold | — | 0 | $0 | — | - |
| FLUT | Flutter Entmt Plc | Sold | — | 0 | $0 | — | - |
| GS | Goldman Sachs Group Inc | Sold | — | 0 | $0 | — | - |
| RSP | Invesco Exchange Traded Fd T | Sold | — | 0 | $0 | — | - |
| EEM | Ishares Tr | Sold | — | 0 | $0 | — | - |
| NP | Neptune Ins Hldgs Inc | Sold | — | 0 | $0 | — | - |
| ON | On Semiconductor Corp | Sold | — | 0 | $0 | — | - |
| PM | Philip Morris Intl Inc | Sold | — | 0 | $0 | — | - |
| PGNY | Progyny Inc | Sold | — | 0 | $0 | — | - |
| RH | Rh | Sold | — | 0 | $0 | — | - |
| XLF | Select Sector Spdr Tr | Sold | — | 0 | $0 | — | - |
| WOLF | Wolfspeed Inc | Sold | — | 0 | $0 | — | - |
| Z | Zillow Group Inc | Sold | — | 0 | $0 | — | - |
| SCCO | Southern Copper Corp | Add +0.1%1.008:1 split | 0.71% | 121,843 | $20.96M | $172.06 | $142.23 - $221.67(38%)$146.05 -> $170.36 |