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
- +18.43%
- 1-year
- +47.39%
- 3-year
- +197.13%
- 5-year
- +210.42%
- 3-year vs S&P 500
- +123.89%
- 5-year vs S&P 500
- +136.74%
- 5-year top 5
- +264.22%
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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Buys
These are the positions the manager opened or added to this quarter, showing where they put more money to work. 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 -> $238.72 |
| FOXA | Fox Corp | New | 2.64% | 2,204,600 | $114.99M | $52.16 | $48.35 - $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 |
| 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 |
| BTDR | Bitdeer Technologies Group | New | 1.49% | 4,074,993 | $64.67M | $15.87 | $8.75 - $20.72(59%)$9.34 -> $15.87 |
| DAL | Delta Air Lines Inc | New | 1.30% | 603,000 | $56.48M | $93.66 | $64.17 - $95.14(95%)$67.60 -> $93.65 |
| FLR | Fluor Corp | New | 1.18% | 982,200 | $51.46M | $52.39 | $41.60 - $54.79(82%)$47.55 -> $52.38 |
| DHI | D R Horton Inc | New | 1.12% | 299,000 | $48.7M | $162.88 | $133.84 - $170.78(79%)$138.25 -> $162.86 |
| 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 -> $582.79 |
| 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 | $540.21 - $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 | - |
| SKY | Champion Homes Inc | New | 0.51% | 254,400 | $22.42M | $88.12 | $63.87 - $90.49(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 -> $28.54 |
| 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 | - |
| 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 | $20.82 - $38.67(98%)$21.20 -> $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 | $12.37 - $17.36(68%)$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 -> $65.81 |
| 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 -> $190.37 |
| FFIV | F5 Inc | New | 0.21% | 22,000 | $9.15M | $415.95 | $284.00 - $427.15(92%)$295.65 -> $415.96 |
| SKE | Skeena Res Ltd New | New | 0.18% | 300,200 | $8M | $26.66 | - |
| GLUE | Monte Rosa Therapeutics Inc | New | 0.17% | 297,600 | $7.2M | $24.20 | - |
| RLAY | Relay Therapeutics Inc | New | 0.15% | 349,000 | $6.53M | $18.71 | $11.62 - $19.93(85%)$12.20 -> $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 - $3.23(24%)$3.00 -> $2.29 |
| NVTS | Navitas Semiconductor Corp | New | 0.13% | 311,100 | $5.58M | $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 -> $6.83 |
| 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 |
| 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 |
| 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 -> $8.39 |
| PTGX | Protagonist Therapeutics Inc | Add +30.8% | 0.59% | 208,900 | $25.61M | $122.58 | $92.75 - $126.59(88%)$103.67 -> $122.58 |
| AMZN | Amazon Com Inc | Add +129.7% | — | 459,300 | $109.47M | $238.34 | $204.90 - $278.56(45%)$210.57 -> $238.72 |
| IWM | Ishares Tr | Add +317.7% | — | 330,000 | $99.15M | $300.45 | $244.87 - $301.47(98%)$249.56 -> $300.45 |