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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These are the positions the manager opened or added to this quarter, showing where they put more money to work. 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 |
| U | Unity Software Inc | Add +80.2% | 0.55% | 738,785 | $16.21M | $21.94 | $16.78 - $48.81(16%)$44.25 -> $21.94 |
| 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 |
| NTRA | Natera Inc | Add +22.0% | 20.86% | 3,063,606 | $612.69M | $199.99 | $181.00 - $256.36(25%)$228.84 -> $199.99 |
| 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 |
| 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 |
| 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 |
| 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 |