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Focused investors/Stanley Druckenmiller

Stanley Druckenmiller - Duquesne Family Office LLC

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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Updated 2026-05-11 from SEC 13F data.

Live quotes available for 37 of 77 rows. Rows without a quote are marked unavailable.

1CPNGCoupang Inc13.10%-20,283,765$302.38M$14.9152w: $8.98 - $21.38; reported $14.91
2NVDANvidia Corporation9.53%Add +35.8%791,475$219.85M$277.7752w: $10.81 - $27.83; reported $277.77
3MSFTMicrosoft Corp9.11%New729,040$210.18M$288.3052w: $213.43 - $315.11; reported $288.30
4LLYLilly Eli & Co9.02%Reduce -17.8%606,210$208.19M$343.4252w: $276.83 - $375.25; reported $343.42
5LWLamb Weston Hldgs Inc8.96%Add +19.4%1,978,810$206.83M$104.5252w: $59.40 - $104.59; reported $104.52
6TECKTeck Resources Ltd5.12%Add +81.7%3,235,347$118.08M$36.5052w: $24.72 - $46.90; reported $36.50
7KBRKbr Inc4.29%Add +6.7%1,799,644$99.07M$55.0552w: $41.96 - $58.00; reported $55.05
8IQVIqvia Hldgs Inc4.09%New474,500$94.37M$198.8952w: $165.75 - $254.94; reported $198.89
9GOOGLAlphabet Inc3.95%New877,720$91.05M$103.7352w: $83.34 - $143.71; reported $103.73
10AMZNAmazon Com Inc3.62%New807,975$83.46M$103.2952w: $81.43 - $168.39; reported $103.29
11TMUST-Mobile Us Inc3.13%Add +9.7%498,204$72.16M$144.8452w: $120.90 - $154.38; reported $144.84
12TSMTaiwan Semiconductor Mfg Ltd2.33%New578,590$53.82M$93.0252w: $59.43 - $105.95; reported $93.02
13METAMeta Platforms Inc2.20%Reduce -73.4%239,615$50.78M$211.9452w: $88.09 - $236.86; reported $211.94
14NTRANatera Inc2.15%Add +38.8%893,030$49.58M$55.5252w: $27.35 - $59.75; reported $55.52
15NWSANews Corp New2.06%New2,756,125$47.6M$17.2752w: $14.87 - $22.42; reported $17.27
16CVXChevron Corp New1.58%Reduce -77.3%223,500$36.47M$163.1652w: $132.54 - $189.68; reported $163.16
17FCXFreeport-Mcmoran Inc1.48%-837,627$34.27M$40.9152w: $24.80 - $51.85; reported $40.91
18AMDAdvanced Micro Devices Inc1.40%Add +7.0%329,677$32.31M$98.0152w: $54.57 - $111.42; reported $98.01
19VRTVertiv Holdings Co1.26%Reduce -65.5%2,039,946$29.19M$14.3152w: $7.76 - $17.88; reported $14.31
20SKXSkechers U S A Inc1.11%New540,050$25.66MNo quoteNo quote
21OPCHOption Care Health Inc1.11%Reduce -47.3%803,815$25.54M$31.7752w: $25.54 - $35.87; reported $31.77
22ILMNIllumina Inc1.10%New109,285$25.41M$232.5552w: $168.73 - $361.05; reported $232.55
23MRVLMarvell Technology Inc1.07%New571,320$24.74M$43.3052w: $33.75 - $73.00; reported $43.30
24GOLDBarrick Gold Corp0.95%New1,176,875$21.86MNo quoteNo quote
25PANWPalo Alto Networks Inc0.65%Reduce -31.1%75,235$15.03M$199.7352w: $66.11 - $106.82; reported $199.73
26NWSNews Corp New0.46%New613,050$10.69M$17.4352w: $15.15 - $22.78; reported $17.43
27PSXPhillips 660.44%Reduce -11.7%100,555$10.19M$101.3852w: $74.02 - $113.53; reported $101.38
28WSCWillscot Mobil Mini Hldng Co0.44%Reduce -30.4%215,500$10.1M$46.8852w: $30.52 - $53.46; reported $46.88
29ARCHArch Resources Inc0.43%Reduce -41.4%75,665$9.95MNo quoteNo quote
30ISEEIveric Bio Inc0.42%New400,000$9.73MNo quoteNo quote
31RXRXRecursion Pharmaceuticals In0.40%-1,385,950$9.26MNo quoteNo quote
32HUBSHubspot Inc0.38%New20,300$8.7MNo quoteNo quote
33WRBYWarby Parker Inc0.30%New646,500$6.85M$10.5952w: $9.50 - $35.85; reported $10.59
34PLTRPalantir Technologies Inc0.26%Reduce -44.9%700,707$5.92M$8.4552w: $5.92 - $14.86; reported $8.45
35TOSTToast Inc0.25%New327,700$5.82M$17.7552w: $11.91 - $26.04; reported $17.75
36FXIIshares Tr0.23%New183,410$5.42M$29.5352w: $20.87 - $34.83; reported $29.53
37IHSIhs Holding Limited0.23%-771,096$5.4MNo quoteNo quote
38ANETArista Networks Inc0.23%New32,000$5.37M$167.8852w: $22.28 - $42.86; reported $167.88
39BABAAlibaba Group Hldg Ltd0.23%New50,915$5.2M$102.1752w: $58.01 - $125.84; reported $102.17
40ABCLAbcellera Biologics Inc0.22%-659,750$4.98M$7.5452w: $5.42 - $14.97; reported $7.54
41BNTXBiontech Se0.21%New38,800$4.83M$124.5652w: $117.08 - $188.99; reported $124.56
42MRNAModerna Inc0.15%-22,154$3.4MNo quoteNo quote
43OPENOpendoor Technologies Inc0.12%-1,538,085$2.71M$1.7652w: $0.92 - $9.21; reported $1.76
44CCCSCcc Intelligent Solutions Hl0.11%-281,879$2.53MNo quoteNo quote
45ACADAcadia Pharmaceuticals Inc0.06%-74,400$1.4MNo quoteNo quote
46COMPCompass Inc0.06%-399,100$1.29M$3.2352w: $1.84 - $7.98; reported $3.23
47SNSESensei Biotherapeutics Inc0.01%-100,000$150KNo quoteNo quote
48JOBYJoby Aviation Inc0.00%-11,246$38K$3.3852w: $3.15 - $7.15; reported $3.38
77VALEVale S A-Sold0$0No quoteNo quote
76RUNSunrun Inc-Sold0$0No quoteNo quote
75IOTSamsara Inc-Sold0$0No quoteNo quote
74RETAReata Pharmaceuticals Inc-Sold0$0No quoteNo quote
73PXDPioneer Nat Res Co-Sold0$0No quoteNo quote
72PHParker-Hannifin Corp-Sold0$0No quoteNo quote
71OVVOvintiv Inc-Sold0$0No quoteNo quote
70OSCROscar Health Inc-Sold0$0No quoteNo quote
69OXYOccidental Pete Corp-Sold0$0No quoteNo quote
68NEENextera Energy Inc-Sold0$0No quoteNo quote
67LGIHLgi Homes Inc-Sold0$0No quoteNo quote
66LENLennar Corp-Sold0$0No quoteNo quote
65LVSLas Vegas Sands Corp-Sold0$0No quoteNo quote
64KBHKb Home-Sold0$0No quoteNo quote
63ENTGEntegris Inc-Sold0$0No quoteNo quote
62ENVXEnovix Corporation-Sold0$0No quoteNo quote
61DISHDish Network Corporation-Sold0$0No quoteNo quote
60DEDeere & Co-Sold0$0No quoteNo quote
59DDOGDatadog Inc-Sold0$0No quoteNo quote
58DHID R Horton Inc-Sold0$0No quoteNo quote
57CEGConstellation Energy Corp-Sold0$0No quoteNo quote
56CVECenovus Energy Inc-Sold0$0No quoteNo quote
55CZOOCazoo Group Ltd-Sold0$0No quoteNo quote
54CATCaterpillar Inc-Sold0$0No quoteNo quote
53CCJCameco Corp-Sold0$0No quoteNo quote
52AVTRAvantor Inc-Sold0$0No quoteNo quote
51TAt&T Inc-Sold0$0No quoteNo quote
50AMRAlpha Metallurgical Resour I-Sold0$0No quoteNo quote
49ALNYAlnylam Pharmaceuticals Inc-Sold0$0No quoteNo quote