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AlphaBaseline
Focused investors/Stanley Druckenmiller

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.

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Full auditCompare with peers
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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Updated 2026-09-19 from SEC 13F data.

Live quotes available for 51 of 88 rows. Rows without a quote are marked unavailable.

1MSFTMicrosoft Corp16.31%Add +47.0%2,645,630$556.46M$210.3352w: $132.52 - $232.86; reported $210.33
2AMZNAmazon Com Inc8.01%Add +1.7%86,717$273.05M$3148.7352w: $81.30 - $177.61; reported $3148.73
3TMUST-Mobile Us Inc6.69%Add +26.9%1,994,124$228.05M$114.3652w: $63.50 - $119.20; reported $114.36
4BABAAlibaba Group Hldg Ltd4.70%Add +25.6%545,755$160.44M$293.9852w: $169.95 - $299.00; reported $293.98
5SESea Ltd4.43%Reduce -0.9%981,083$151.13M$154.0452w: $35.61 - $165.23; reported $154.04
6NFLXNetflix Inc4.08%Reduce -10.1%278,372$139.19M$500.0352w: $29.02 - $57.54; reported $500.03
7PENNPenn Natl Gaming Inc4.03%Add +80.8%1,892,501$137.59M$72.7052w: $3.75 - $76.62; reported $72.70
8GOLDBarrick Gold Corp4.00%Add +13.6%4,853,153$136.42MNo quoteNo quote
9SBUXStarbucks Corp3.68%Add +61.4%1,462,100$125.62M$85.9252w: $50.02 - $94.13; reported $85.92
10JDJd.Com Inc3.46%Add +2.0%1,521,943$118.12M$77.6152w: $32.70 - $86.58; reported $77.61
11FCXFreeport-Mcmoran Inc2.90%Reduce -2.3%6,318,400$98.82M$15.6452w: $4.82 - $17.50; reported $15.64
12NUANNuance Communications Inc2.83%New2,911,525$96.63MNo quoteNo quote
13MELIMercadolibre Inc2.26%Add +99.2%71,121$76.99M$1082.4852w: $422.22 - $1270.00; reported $1082.48
14GDXVaneck Vectors Etf Tr2.08%New1,808,825$70.83MNo quoteNo quote
15GOOGLAlphabet Inc1.77%Reduce -52.4%41,181$60.36M$1465.6052w: $50.44 - $86.31; reported $1465.60
16NEENextera Energy Inc1.76%New215,884$59.92M$277.5652w: $43.70 - $74.83; reported $277.56
17METAFacebook Inc1.60%Reduce -10.4%207,895$54.45M$261.9052w: $137.10 - $304.67; reported $261.90
18ALNYAlnylam Pharmaceuticals Inc1.57%-368,419$53.64M$145.6052w: $84.97 - $167.33; reported $145.60
19RETAReata Pharmaceuticals Inc1.55%Add +2.1%543,901$52.99MNo quoteNo quote
20SMARSmartsheet Inc1.55%Add +5.3%1,070,448$52.9MNo quoteNo quote
21WDAYWorkday Inc1.49%Reduce -66.1%236,095$50.79M$215.1352w: $107.75 - $248.75; reported $215.13
22XLISelect Sector Spdr Tr1.47%New650,000$50.04M$76.9852w: $47.71 - $85.33; reported $76.98
23FISFidelity Natl Information Sv1.37%Add +89.7%317,851$46.79M$147.2152w: $91.68 - $158.21; reported $147.21
24VZVerizon Communications Inc0.99%Add +253.2%567,443$33.76M$59.4952w: $48.84 - $61.50; reported $59.49
25CCLCarnival Corp0.89%Reduce -28.4%2,002,500$30.4M$15.1852w: $7.80 - $51.94; reported $15.18
26BKNGBooking Holdings Inc0.87%Reduce -53.7%17,290$29.58M$1710.7052w: $44.29 - $83.76; reported $1710.70
27EXPEExpedia Group Inc0.85%New316,278$29M$91.6952w: $40.76 - $124.74; reported $91.69
28PYPLPaypal Hldgs Inc0.82%Reduce -81.6%141,333$27.85M$197.0352w: $82.07 - $212.45; reported $197.03
29GEGeneral Electric Co0.80%-4,375,778$27.26M$6.2352w: $27.31 - $66.09; reported $6.23
30LYVLive Nation Entertainment In0.77%Reduce -40.9%489,607$26.38M$53.8852w: $21.70 - $76.60; reported $53.88
31WENWendys Co0.76%Add +13.3%1,170,047$26.09M$22.2952w: $6.82 - $24.04; reported $22.29
32TALTal Education Group0.70%-312,300$23.75M$76.0452w: $44.24 - $83.68; reported $76.04
33SYFSynchrony Financial0.68%Add +25.7%883,630$23.13M$26.1752w: $12.15 - $36.42; reported $26.17
34CVNACarvana Co0.60%New91,916$20.5M$223.0652w: $4.43 - $47.00; reported $223.06
35PANWPalo Alto Networks Inc0.59%New82,300$20.14M$244.7552w: $20.91 - $45.84; reported $244.75
36REGNRegeneron Pharmaceuticals0.58%Reduce -8.1%35,582$19.92M$559.7852w: $328.13 - $664.64; reported $559.78
37DISDisney Walt Co0.52%-143,300$17.78M$124.0852w: $79.07 - $148.20; reported $124.08
38FSLYFastly Inc0.50%Reduce -39.2%180,442$16.9M$93.6852w: $10.63 - $117.79; reported $93.68
39LENLennar Corp0.44%-184,872$15.1M$81.6852w: $24.61 - $80.08; reported $81.68
40ADIAnalog Devices Inc0.44%New127,511$14.89M$116.7452w: $79.08 - $127.39; reported $116.74
41BMRNBiomarin Pharmaceutical Inc0.43%-192,700$14.66M$76.0852w: $68.25 - $131.95; reported $76.08
42YUMYum Brands Inc0.40%-151,124$13.8M$91.3052w: $54.95 - $107.62; reported $91.30
43USBUs Bancorp Del0.38%Add +57.0%363,500$13.03M$35.8552w: $28.36 - $59.48; reported $35.85
44SONYSony Corp0.38%New167,335$12.84M$76.7552w: $10.19 - $16.83; reported $76.75
45DISHDish Network Corporation0.33%-392,679$11.4MNo quoteNo quote
46IQVIqvia Hldgs Inc0.33%-71,710$11.3M$157.6352w: $81.79 - $170.51; reported $157.63
47NETCloudflare Inc0.31%New256,535$10.53M$41.0652w: $15.05 - $45.28; reported $41.06
48UBERUber Technologies Inc0.29%New271,444$9.9M$36.4852w: $13.71 - $41.86; reported $36.48
49QCOMQualcomm Inc0.28%New82,569$9.72M$117.6852w: $58.00 - $123.93; reported $117.68
50JPMJpmorgan Chase & Co0.28%Reduce -93.9%98,165$9.45M$96.2752w: $76.91 - $141.10; reported $96.27
51TECKTeck Resources Ltd0.27%New661,200$9.2M$13.9252w: $5.60 - $17.77; reported $13.92
52BGNEBeigene Ltd0.26%Add +18.5%31,025$8.89MNo quoteNo quote
53FLEXFlex Ltd0.23%-711,240$7.92M$11.1452w: $4.04 - $10.55; reported $11.14
54LVSLas Vegas Sands Corp0.11%Reduce -20.3%77,901$3.64M$46.6652w: $33.30 - $74.29; reported $46.66
55DHID R Horton Inc0.10%-46,470$3.52M$75.6452w: $25.51 - $77.45; reported $75.64
56ARCEArco Platform Ltd Com0.10%New84,675$3.46MNo quoteNo quote
57VAPOVapotherm Inc0.07%Add +228.6%77,660$2.25MNo quoteNo quote
58ZLABZai Lab Ltd0.05%New20,570$1.71MNo quoteNo quote
85ZBHZimmer Biomet Holdings Inc-Sold0$0No quoteNo quote
84WFCWells Fargo Co New-Sold0$0No quoteNo quote
83TCDAQTricida Inc-Sold0$0No quoteNo quote
82TMUSRT-Mobile Us Inc-Sold0$0No quoteNo quote
81XBISpdr Ser Tr-Sold0$0No quoteNo quote
80SRPTSarepta Therapeutics Inc-Sold0$0No quoteNo quote
79PAGPenske Automotive Grp Inc-Sold0$0No quoteNo quote
78OMFOnemain Hldgs Inc-Sold0$0No quoteNo quote
77NXTCNextcure Inc-Sold0$0No quoteNo quote
76MARMarriott Intl Inc New-Sold0$0No quoteNo quote
75IIntelsat S A-Sold0$0No quoteNo quote
74INSMInsmed Inc-Sold0$0No quoteNo quote
73HDHome Depot Inc-Sold0$0No quoteNo quote
72GWREGuidewire Software Inc-Sold0$0No quoteNo quote
71FFord Mtr Co Del-Sold0$0No quoteNo quote
70FLTFleetcor Technologies Inc-Sold0$0No quoteNo quote
69DKNGDraftkings Inc-Sold0$0No quoteNo quote
68DOCUDocusign Inc-Sold0$0No quoteNo quote
67DALDelta Air Lines Inc Del-Sold0$0No quoteNo quote
66CRWDCrowdstrike Hldgs Inc-Sold0$0No quoteNo quote
65CBChubb Limited-Sold0$0No quoteNo quote
64KMXCarmax Inc-Sold0$0No quoteNo quote
63BNTXBiontech Se-Sold0$0No quoteNo quote
62BILLBill Com Hldgs Inc-Sold0$0No quoteNo quote
61AZOAutozone Inc-Sold0$0No quoteNo quote
60PLANAnaplan Inc-Sold0$0No quoteNo quote
59ATVIActivision Blizzard Inc-Sold0$0No quoteNo quote

Options positions

Put = right to sell at strike (a bearish bet). Call = right to buy at strike (bullish via leverage). The notional column shows the underlying market value reported to the SEC, not the option premium paid - these don't add to the long-equity % portfolio above.

1CCLCarnival CorpUNIT 99/99/9999CALLNew1,818,100$27.6M
2DISDisney Walt CoCOM DISNEYCALL-29,900$3.71M
3GEGeneral Electric CoCOMCALL-420,700$2.62M