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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
+18.43%
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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Updated 2026-06-06 from SEC 13F data.

Live quotes available for 44 of 78 rows. Rows without a quote are marked unavailable.

1MSFTMicrosoft Corp15.80%Reduce -0.3%2,638,074$586.76M$222.4252w: $132.52 - $232.86; reported $222.42
2TMUST-Mobile Us Inc8.49%Add +17.3%2,338,580$315.36M$134.8552w: $63.50 - $135.00; reported $134.85
3AMZNAmazon Com Inc7.26%Reduce -4.6%82,753$269.52M$3256.9352w: $81.30 - $177.61; reported $3256.93
4SBUXStarbucks Corp5.70%Add +35.2%1,977,100$211.51M$106.9852w: $50.02 - $107.14; reported $106.98
5FCXFreeport-Mcmoran Inc4.40%Reduce -0.5%6,284,379$163.52M$26.0252w: $4.82 - $26.83; reported $26.02
6PANWPalo Alto Networks Inc4.39%Add +457.8%459,060$163.15M$355.3952w: $20.91 - $62.50; reported $355.39
7SESea Ltd4.10%Reduce -22.1%764,714$152.22M$199.0552w: $35.61 - $212.33; reported $199.05
8PENNPenn Natl Gaming Inc3.53%Reduce -19.8%1,517,501$131.07M$86.3752w: $3.75 - $99.24; reported $86.37
9NUANNuance Communications Inc3.46%-2,911,525$128.37MNo quoteNo quote
10DISDisney Walt Co3.34%Add +295.1%684,335$123.99M$181.1852w: $79.07 - $183.40; reported $181.18
11CVNACarvana Co3.14%Add +428.7%485,981$116.41M$239.5452w: $4.43 - $58.55; reported $239.54
12MELIMercadolibre Inc2.86%Reduce -11.0%63,277$106M$1675.2252w: $422.22 - $1735.75; reported $1675.22
13RETAReata Pharmaceuticals Inc2.50%Add +37.9%749,897$92.7MNo quoteNo quote
14GOLDBarrick Gold Corp2.21%Reduce -25.7%3,606,850$82.16MNo quoteNo quote
15NEENextera Energy Inc1.62%Reduce -9.7%4:1 split779,800$60.16M$77.1552w: $43.70 - $83.34; reported $77.15
16NETCloudflare Inc1.62%Add +208.3%790,848$60.1M$75.9952w: $15.05 - $88.77; reported $75.99
17TECKTeck Resources Ltd1.60%Add +395.4%3,275,350$59.45M$18.1552w: $5.60 - $18.95; reported $18.15
18CCLCarnival Corp1.54%Reduce -30.8%2,644,400$57.28M$21.6652w: $7.80 - $51.94; reported $21.66
19GEGeneral Electric Co1.40%-4,796,478$51.8M$10.8052w: $27.31 - $66.09; reported $10.80
20CMICummins Inc1.34%New219,320$49.81M$227.1052w: $101.03 - $244.67; reported $227.10
21RUNSunrun Inc1.24%New661,535$45.9MNo quoteNo quote
22LINLinde Plc1.03%New144,675$38.12M$263.5152w: $146.71 - $269.78; reported $263.51
23ASHRDbx Etf Tr0.99%New915,910$36.69M$40.0652w: $24.13 - $40.16; reported $40.06
24IQVIqvia Hldgs Inc0.97%Add +181.7%201,977$36.19M$179.1752w: $81.79 - $180.99; reported $179.17
25EXPEExpedia Group Inc0.96%Reduce -14.5%270,299$35.79M$132.4052w: $40.76 - $134.09; reported $132.40
26GOOGLAlphabet Inc0.90%Reduce -53.8%19,024$33.34M$1752.6352w: $50.44 - $92.19; reported $1752.63
27ADIAnalog Devices Inc0.85%Add +67.3%213,328$31.52M$147.7352w: $79.08 - $147.83; reported $147.73
28FLEXFlex Ltd0.84%Add +143.7%1,733,430$31.17M$17.9852w: $4.04 - $13.93; reported $17.98
29WDAYWorkday Inc0.77%Reduce -49.6%119,082$28.53M$239.6152w: $107.75 - $259.01; reported $239.61
30SMARSmartsheet Inc0.75%Reduce -62.4%402,361$27.88MNo quoteNo quote
31SMHVaneck Vectors Etf Tr0.73%New123,900$27.06M$218.4252w: $48.00 - $110.89; reported $218.42
32NYTNew York Times Co0.72%New513,150$26.57M$51.7752w: $26.13 - $52.40; reported $51.77
33ABCLAbcellera Biologics Inc0.72%New659,750$26.55M$40.2452w: $37.62 - $71.91; reported $40.24
34AAAlcoa Corp0.68%New1,102,000$25.4M$23.0552w: $5.16 - $24.17; reported $23.05
35FSLRFirst Solar Inc0.62%New231,000$22.85M$98.9252w: $28.47 - $109.09; reported $98.92
36ARRYArray Technologies Inc0.60%New518,250$22.36MNo quoteNo quote
37FWONKLiberty Media Corp Del0.56%New485,800$20.7M$42.6052w: $17.70 - $47.33; reported $42.60
38ELANElanco Animal Health Inc0.52%New623,975$19.14M$30.6752w: $15.17 - $34.09; reported $30.67
39JDJd.Com Inc0.49%Reduce -86.5%205,313$18.05M$87.9052w: $32.70 - $92.77; reported $87.90
40BMRNBiomarin Pharmaceutical Inc0.46%-192,700$16.9M$87.6952w: $68.25 - $131.95; reported $87.69
41CRWDCrowdstrike Hldgs Inc0.45%New78,304$16.59M$211.8252w: $31.95 - $227.36; reported $211.82
42UBERUber Technologies Inc0.44%Add +18.5%321,675$16.41M$51.0052w: $13.71 - $56.02; reported $51.00
43LYVLive Nation Entertainment In0.42%Reduce -56.2%214,350$15.75M$73.4852w: $21.70 - $76.60; reported $73.48
44PYPLPaypal Hldgs Inc0.42%Reduce -52.5%67,188$15.74M$234.1952w: $82.07 - $244.25; reported $234.19
45FSLYFastly Inc0.37%Reduce -12.9%157,078$13.72M$87.3752w: $10.63 - $136.50; reported $87.37
46CYBRCyberark Software Ltd0.37%New83,965$13.57MNo quoteNo quote
47DISHDish Network Corporation0.33%Reduce -4.3%375,600$12.15MNo quoteNo quote
48VALEVale S A0.31%New691,012$11.58M$16.7652w: $6.49 - $17.46; reported $16.76
49CNQCanadian Nat Res Ltd0.27%New411,525$9.9M$24.0552w: $3.29 - $16.06; reported $24.05
50HESHess Corp0.24%New166,800$8.81MNo quoteNo quote
51ARCEArco Platform Ltd Com0.23%Add +179.3%236,460$8.39MNo quoteNo quote
52OPCHOption Care Health Inc0.16%New388,915$6.08M$15.6452w: $5.74 - $18.21; reported $15.64
53USFDUs Foods Hldg Corp0.14%New157,200$5.24M$33.3152w: $8.32 - $42.28; reported $33.31
54SAILSailpoint Technologies Hldgs0.13%New88,005$4.69M$53.24No quote
55VAPOVapotherm Inc0.06%-77,660$2.09MNo quoteNo quote
78ZLABZai Lab Ltd-Sold0$0No quoteNo quote
77YUMYum Brands Inc-Sold0$0No quoteNo quote
76WENWendys Co-Sold0$0No quoteNo quote
75VZVerizon Communications Inc-Sold0$0No quoteNo quote
74GDXVaneck Vectors Etf Tr-Sold0$0No quoteNo quote
73USBUs Bancorp Del-Sold0$0No quoteNo quote
72TALTal Education Group-Sold0$0No quoteNo quote
71SYFSynchrony Financial-Sold0$0No quoteNo quote
70SONYSony Corp-Sold0$0No quoteNo quote
69XLISelect Sector Spdr Tr-Sold0$0No quoteNo quote
68REGNRegeneron Pharmaceuticals-Sold0$0No quoteNo quote
67QCOMQualcomm Inc-Sold0$0No quoteNo quote
66NFLXNetflix Inc-Sold0$0No quoteNo quote
65LENLennar Corp-Sold0$0No quoteNo quote
64LVSLas Vegas Sands Corp-Sold0$0No quoteNo quote
63JPMJpmorgan Chase & Co-Sold0$0No quoteNo quote
62FISFidelity Natl Information Sv-Sold0$0No quoteNo quote
61METAFacebook Inc-Sold0$0No quoteNo quote
60DHID R Horton Inc-Sold0$0No quoteNo quote
59BKNGBooking Holdings Inc-Sold0$0No quoteNo quote
58BGNEBeigene Ltd-Sold0$0No quoteNo quote
57ALNYAlnylam Pharmaceuticals Inc-Sold0$0No quoteNo quote
56BABAAlibaba Group Hldg Ltd-Sold0$0No quoteNo quote