Stanley Druckenmiller - Duquesne Family Office LLC
As of Q1 2026, Stanley Druckenmiller 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.
Copy-investor backtest
- Latest quarter
- +2.01%
- 1-year
- +36.04%
- 3-year
- +188.18%
- 3-year top 5
- +225.17%
Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. Method & limitations.
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Updated 2026-06-06 from SEC 13F data.
Live quotes available for 59 of 98 rows. Rows without a quote are marked unavailable.
| 1 | NTRA | Natera Inc | 13.16% | Add +4.2% | 3,214,532 | $517.44M | $160.97 | |
| 2 | INSM | Insmed Inc | 8.88% | Add +7.5% | 2,423,435 | $349M | $144.01 | |
| 3 | TEVA | Teva Pharmaceutical Inds Ltd | 8.53% | Add +3.9% | 16,593,935 | $335.2M | $20.20 | |
| 4 | TSM | Taiwan Semiconductor Mfg Ltd | 5.44% | - | 765,085 | $213.68M | $279.29 | |
| 5 | WWD | Woodward Inc | 4.07% | Reduce -25.4% | 633,015 | $159.97M | $252.71 | |
| 6 | CPNG | Coupang Inc | 3.79% | Add +12.8% | 4,633,124 | $149.19M | $32.20 | |
| 7 | MELI | Mercadolibre Inc | 3.47% | Add +8.6% | 58,344 | $136.35M | $2336.93 | |
| 8 | DOCU | Docusign Inc | 3.09% | Add +30.6% | 1,685,950 | $121.54M | $72.09 | |
| 9 | VRNA | Verona Pharma Plc | 2.72% | - | 1,002,080 | $106.93M | No quote | No quote |
| 10 | EEM | Ishares Tr | 2.58% | New | 1,900,000 | $101.46M | $53.40 | |
| 11 | AMZN | Amazon Com Inc | 2.44% | New | 437,070 | $95.97M | $219.57 | |
| 12 | ROKU | Roku Inc | 2.09% | Reduce -25.3% | 822,435 | $82.35M | $100.13 | |
| 13 | FIGR | Figure Technology Solutio | 1.96% | New | 2,116,825 | $76.99M | $36.37 | |
| 14 | QSR | Restaurant Brands Intl Inc | 1.85% | Add +50.6% | 1,131,365 | $72.57M | $64.14 | |
| 15 | STUB | Stubhub Hldgs Inc | 1.82% | New | 4,259,516 | $71.73M | $16.84 | |
| 16 | WAB | Wabtec | 1.54% | Add +77.4% | 302,410 | $60.62M | $200.47 | |
| 17 | META | Meta Platforms Inc | 1.42% | New | 76,100 | $55.89M | $734.38 | |
| 18 | NAMS | Newamsterdam Pharma Company | 1.39% | Add +131.2% | 1,923,700 | $54.71M | $28.44 | |
| 19 | CRS | Carpenter Technology Corp | 1.37% | Add +73.8% | 220,035 | $54.03M | $245.54 | |
| 20 | C | Citigroup Inc | 1.33% | Reduce -22.7% | 514,850 | $52.26M | $101.50 | |
| 21 | TWLO | Twilio Inc | 1.31% | Add +155.8% | 512,800 | $51.33M | $100.09 | |
| 22 | BAC | Bank America Corp | 1.30% | Add +189.3% | 989,250 | $51.04M | $51.59 | |
| 23 | SE | Sea Ltd | 1.25% | Reduce -11.5% | 274,200 | $49.01M | $178.73 | |
| 24 | EQT | Eqt Corp | 1.24% | Reduce -28.6% | 894,950 | $48.71M | $54.43 | |
| 25 | GEV | Ge Vernova Inc | 1.21% | New | 77,320 | $47.54M | $614.90 | |
| 26 | CRHCF | Crh Plc | 1.20% | New | 393,820 | $47.22M | No quote | No quote |
| 27 | VST | Vistra Corp | 1.17% | New | 233,985 | $45.84M | $195.92 | |
| 28 | U | Unity Software Inc | 0.90% | Reduce -50.3% | 882,500 | $35.34M | $40.04 | |
| 29 | LEN | Lennar Corp | 0.90% | Add +210.8% | 279,424 | $35.22M | $126.04 | |
| 30 | DHI | D R Horton Inc | 0.88% | Add +165.1% | 205,150 | $34.77M | $169.47 | |
| 31 | CLF | Cleveland-Cliffs Inc New | 0.84% | New | 2,715,035 | $33.12M | $12.20 | |
| 32 | TBBB | Bbb Foods Inc | 0.81% | Add +228.1% | 1,183,125 | $31.9M | $26.96 | |
| 33 | PCT | Purecycle Technologies Inc | 0.77% | - | 2,303,084 | $30.29M | $13.15 | |
| 34 | FWONK | Liberty Media Corp Del | 0.77% | New | 288,400 | $30.12M | $104.45 | |
| 35 | DAKT | Daktronics Inc | 0.76% | Reduce -53.3% | 1,436,936 | $30.06M | $20.92 | |
| 36 | DKS | Dicks Sporting Goods Inc | 0.75% | New | 132,425 | $29.43M | $222.22 | |
| 37 | FLUT | Flutter Entmt Plc | 0.74% | Reduce -71.6% | 115,245 | $29.27M | $254.00 | |
| 38 | KBE | Spdr Series Trust | 0.73% | New | 482,095 | $28.65M | No quote | No quote |
| 39 | OPCH | Option Care Health Inc | 0.69% | Add +53.5% | 977,685 | $27.14M | $27.76 | |
| 40 | AEVA | Aeva Technologies Inc | 0.68% | New | 1,839,314 | $26.67M | No quote | No quote |
| 41 | PCG | Pg&E Corp | 0.63% | New | 1,649,300 | $24.87M | $15.08 | |
| 42 | GOOGL | Alphabet Inc | 0.63% | New | 102,200 | $24.85M | $243.10 | |
| 43 | ARM | Arm Holdings Plc | 0.60% | New | 167,900 | $23.76M | $141.49 | |
| 44 | NU | Nu Hldgs Ltd | 0.59% | Reduce -57.4% | 1,454,180 | $23.28M | $16.01 | |
| 45 | SMTC | Semtech Corp | 0.55% | New | 301,515 | $21.54M | $71.45 | |
| 46 | STX | Seagate Technology Hldngs Pl | 0.52% | Reduce -56.5% | 85,900 | $20.28M | $236.07 | |
| 47 | GPC | Genuine Parts Co | 0.51% | New | 144,185 | $19.98M | $138.60 | |
| 48 | ELVN | Enliven Therapeutics Inc | 0.49% | Add +104.6% | 947,405 | $19.39M | No quote | No quote |
| 49 | POST | Post Hldgs Inc | 0.48% | New | 176,400 | $18.96M | $107.48 | |
| 50 | SNDK | Sandisk Corp | 0.47% | New | 166,235 | $18.65M | $112.20 | |
| 51 | SYF | Synchrony Financial | 0.47% | New | 261,825 | $18.6M | $71.05 | |
| 52 | ARGT | Global X Fds | 0.45% | Reduce -5.1% | 254,045 | $17.72M | $69.76 | |
| 53 | COGT | Cogent Biosciences Inc | 0.39% | New | 1,059,580 | $15.22M | $14.36 | |
| 54 | PTGX | Protagonist Therapeutics Inc | 0.27% | New | 159,700 | $10.61M | $66.43 | |
| 55 | COF | Capital One Finl Corp | 0.24% | New | 43,920 | $9.34M | $212.59 | |
| 56 | CMG | Chipotle Mexican Grill Inc | 0.23% | New | 233,205 | $9.14M | $39.19 | |
| 57 | SOI | Solaris Energy Infras Inc | 0.15% | New | 145,600 | $5.82M | No quote | No quote |
| 58 | MDB | Mongodb Inc | 0.14% | New | 17,710 | $5.5M | $310.39 | |
| 59 | TXRH | Texas Roadhouse Inc | 0.13% | New | 29,800 | $4.95M | $166.14 | |
| 60 | SATS | Echostar Corp | 0.12% | New | 60,765 | $4.64M | $76.36 | |
| 61 | YPF | Ypf Sociedad Anonima | 0.07% | Reduce -83.7% | 114,695 | $2.79M | $24.29 | |
| 62 | CHYM | Chime Finl Inc | 0.02% | Reduce -90.7% | 43,230 | $872K | $20.17 | |
| 94 | XPO | Xpo Inc | - | Sold | 0 | $0 | No quote | No quote |
| 93 | WBD | Warner Bros Discovery Inc | - | Sold | 0 | $0 | No quote | No quote |
| 92 | VKTX | Viking Therapeutics Inc | - | Sold | 0 | $0 | No quote | No quote |
| 91 | UAL | United Airls Hldgs Inc | - | Sold | 0 | $0 | No quote | No quote |
| 90 | TMO | Thermo Fisher Scientific Inc | - | Sold | 0 | $0 | No quote | No quote |
| 89 | XLF | Select Sector Spdr Tr | - | Sold | 0 | $0 | No quote | No quote |
| 88 | PM | Philip Morris Intl Inc | - | Sold | 0 | $0 | No quote | No quote |
| 87 | MSFT | Microsoft Corp | - | Sold | 0 | $0 | No quote | No quote |
| 86 | KMI | Kinder Morgan Inc Del | - | Sold | 0 | $0 | No quote | No quote |
| 85 | JOBY | Joby Aviation Inc | - | Sold | 0 | $0 | No quote | No quote |
| 84 | EWZ | Ishares Inc | - | Sold | 0 | $0 | No quote | No quote |
| 83 | ILMN | Illumina Inc | - | Sold | 0 | $0 | No quote | No quote |
| 82 | HAS | Hasbro Inc | - | Sold | 0 | $0 | No quote | No quote |
| 81 | GGAL | Grupo Financiero Galicia S.A | - | Sold | 0 | $0 | No quote | No quote |
| 80 | GS | Goldman Sachs Group Inc | - | Sold | 0 | $0 | No quote | No quote |
| 79 | FCX | Freeport-Mcmoran Inc | - | Sold | 0 | $0 | No quote | No quote |
| 78 | ENTG | Entegris Inc | - | Sold | 0 | $0 | No quote | No quote |
| 77 | LLY | Eli Lilly & Co | - | Sold | 0 | $0 | No quote | No quote |
| 76 | ESLT | Elbit Sys Ltd | - | Sold | 0 | $0 | No quote | No quote |
| 75 | DAL | Delta Air Lines Inc Del | - | Sold | 0 | $0 | No quote | No quote |
| 74 | DHR | Danaher Corporation | - | Sold | 0 | $0 | No quote | No quote |
| 73 | GLW | Corning Inc | - | Sold | 0 | $0 | No quote | No quote |
| 72 | COHR | Coherent Corp | - | Sold | 0 | $0 | No quote | No quote |
| 71 | CC | Chemours Co | - | Sold | 0 | $0 | No quote | No quote |
| 70 | CCCS | Ccc Intelligent Solutions Hl | - | Sold | 0 | $0 | No quote | No quote |
| 69 | CZR | Caesars Entertainment Inc Ne | - | Sold | 0 | $0 | No quote | No quote |
| 68 | BWXT | Bwx Technologies Inc | - | Sold | 0 | $0 | No quote | No quote |
| 67 | BLDR | Builders Firstsource Inc | - | Sold | 0 | $0 | No quote | No quote |
| 66 | AVGO | Broadcom Inc | - | Sold | 0 | $0 | No quote | No quote |
| 65 | BCS | Barclays Plc | - | Sold | 0 | $0 | No quote | No quote |
| 64 | BMA | Banco Macro Sa | - | Sold | 0 | $0 | No quote | No quote |
| 63 | APP | Applovin Corp | - | 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.