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
- +18.27%
- 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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Live quotes available for 29 of 60 rows. Rows without a quote are marked unavailable.
| 1 | CPNG | Coupang Inc | 18.03% | - | 19,434,307 | $247.79M | $12.75 | |
| 2 | MSFT | Microsoft Corp | 13.84% | Reduce -27.4% | 740,785 | $190.26M | $256.83 | |
| 3 | CVX | Chevron Corp New | 8.75% | Reduce -13.9% | 830,435 | $120.23M | $144.78 | |
| 4 | LLY | Lilly Eli & Co | 7.01% | New | 297,150 | $96.35M | $324.23 | |
| 5 | FCX | Freeport-Mcmoran Inc | 6.88% | Reduce -33.2% | 3,231,827 | $94.56M | $29.26 | |
| 6 | TMUS | T-Mobile Us Inc | 6.63% | Reduce -24.1% | 676,867 | $91.07M | $134.54 | |
| 7 | KBR | Kbr Inc | 4.59% | Add +8.5% | 1,304,003 | $63.1M | $48.39 | |
| 8 | WSC | Willscot Mobil Mini Hldng Co | 4.17% | Reduce -8.3% | 1,767,631 | $57.31M | $32.42 | |
| 9 | CRWD | Crowdstrike Hldgs Inc | 2.82% | New | 229,600 | $38.7M | $168.56 | |
| 10 | PLTR | Palantir Technologies Inc | 2.81% | Add +27.4% | 4,255,412 | $38.6M | $9.07 | |
| 11 | CTRA | Coterra Energy Inc | 2.60% | Reduce -21.9% | 1,387,416 | $35.78M | $25.79 | |
| 12 | TECK | Teck Resources Ltd | 2.36% | Reduce -56.1% | 1,061,170 | $32.44M | $30.57 | |
| 13 | AR | Antero Resources Corp | 2.27% | Add +107.1% | 1,018,535 | $31.22M | $30.65 | |
| 14 | MRNA | Moderna Inc | 2.16% | New | 207,680 | $29.67M | No quote | No quote |
| 15 | DDOG | Datadog Inc | 2.07% | New | 298,040 | $28.39M | $95.24 | |
| 16 | PANW | Palo Alto Networks Inc | 1.85% | New | 51,400 | $25.39M | $493.95 | |
| 17 | CVE | Cenovus Energy Inc | 1.48% | Reduce -25.7% | 1,069,345 | $20.33M | $19.01 | |
| 18 | EIX | Edison Intl | 1.32% | New | 287,600 | $18.19M | No quote | No quote |
| 19 | WLK | Westlake Corporation | 1.04% | New | 145,520 | $14.26M | $98.02 | |
| 20 | BKNG | Booking Holdings Inc | 0.99% | Reduce -47.6% | 7,748 | $13.55M | $1748.97 | |
| 21 | WDAY | Workday Inc | 0.84% | - | 82,500 | $11.52M | $139.58 | |
| 22 | PXD | Pioneer Nat Res Co | 0.79% | Reduce -62.8% | 48,455 | $10.81M | No quote | No quote |
| 23 | PSX | Phillips 66 | 0.71% | Add +5.3% | 119,380 | $9.79M | $81.99 | |
| 24 | EQT | Eqt Corp | 0.65% | New | 259,055 | $8.91M | $34.40 | |
| 25 | ABCL | Abcellera Biologics Inc | 0.51% | - | 659,750 | $7.03M | $10.65 | |
| 26 | IHS | Ihs Holding Limited | 0.47% | - | 771,096 | $6.44M | No quote | No quote |
| 27 | SMAR | Smartsheet Inc | 0.34% | Reduce -84.4% | 149,800 | $4.71M | No quote | No quote |
| 28 | IOT | Samsara Inc | 0.33% | New | 400,900 | $4.48M | No quote | No quote |
| 29 | OSCR | Oscar Health Inc | 0.31% | - | 994,289 | $4.23M | $4.25 | |
| 30 | SEDG | Solaredge Technologies Inc | 0.27% | Reduce -55.2% | 13,400 | $3.67M | $273.66 | |
| 31 | CCCS | Ccc Intelligent Solutions Hl | 0.19% | - | 281,879 | $2.59M | No quote | No quote |
| 32 | RXRX | Recursion Pharmaceuticals In | 0.16% | - | 273,650 | $2.23M | No quote | No quote |
| 33 | DISH | Dish Network Corporation | 0.15% | - | 112,400 | $2.02M | No quote | No quote |
| 34 | RETA | Reata Pharmaceuticals Inc | 0.13% | - | 58,997 | $1.79M | No quote | No quote |
| 35 | CRBU | Caribou Biosciences Inc | 0.11% | - | 271,430 | $1.47M | $5.43 | |
| 36 | COMP | Compass Inc | 0.10% | - | 399,100 | $1.44M | $3.61 | |
| 37 | PRCT | Procept Biorobotics Corp | 0.09% | Reduce -96.5% | 39,266 | $1.28M | No quote | No quote |
| 38 | OPEN | Opendoor Technologies Inc | 0.08% | - | 233,000 | $1.1M | $4.71 | |
| 39 | ACAD | Acadia Pharmaceuticals Inc | 0.08% | - | 74,400 | $1.05M | No quote | No quote |
| 40 | GLBE | Global E Online Ltd | 0.03% | Reduce -96.5% | 20,180 | $407K | $20.17 | |
| 41 | SNSE | Sensei Biotherapeutics Inc | 0.02% | - | 100,000 | $227K | No quote | No quote |
| 42 | CZOO | Cazoo Group Ltd | 0.01% | - | 140,100 | $101K | No quote | No quote |
| 58 | ZEN | Zendesk Inc | - | Sold | 0 | $0 | No quote | No quote |
| 57 | RUN | Sunrun Inc | - | Sold | 0 | $0 | No quote | No quote |
| 56 | SNAP | Snap Inc | - | Sold | 0 | $0 | No quote | No quote |
| 55 | SE | Sea Ltd | - | Sold | 0 | $0 | No quote | No quote |
| 54 | PNC | Pnc Finl Svcs Group Inc | - | Sold | 0 | $0 | No quote | No quote |
| 53 | OPCH | Option Care Health Inc | - | Sold | 0 | $0 | No quote | No quote |
| 52 | NYT | New York Times Co | - | Sold | 0 | $0 | No quote | No quote |
| 51 | NFLX | Netflix Inc | - | Sold | 0 | $0 | No quote | No quote |
| 50 | MOS | Mosaic Co New | - | Sold | 0 | $0 | No quote | No quote |
| 49 | EWZ | Ishares Inc | - | Sold | 0 | $0 | No quote | No quote |
| 48 | FLEX | Flex Ltd | - | Sold | 0 | $0 | No quote | No quote |
| 47 | EXPE | Expedia Group Inc | - | Sold | 0 | $0 | No quote | No quote |
| 46 | BTI | British Amern Tob Plc | - | Sold | 0 | $0 | No quote | No quote |
| 45 | PLAN | Anaplan Inc | - | Sold | 0 | $0 | No quote | No quote |
| 44 | AMZN | Amazon Com Inc | - | Sold | 0 | $0 | No quote | No quote |
| 43 | ALNY | Alnylam Pharmaceuticals Inc | - | Sold | 0 | $0 | No quote | No 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.