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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
+18.27%
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 40 of 79 rows. Rows without a quote are marked unavailable.

1CPNGCoupang Inc10.89%Reduce -6.4%10,515,368$439.75M$41.8252w: $30.65 - $69.00; reported $41.82
2MSFTMicrosoft Corp10.12%Reduce -29.2%1,508,016$408.52M$270.9052w: $196.25 - $271.65; reported $270.90
3AMZNAmazon Com Inc8.04%Add +24.8%94,405$324.77M$3440.1652w: $137.70 - $177.70; reported $3440.16
4SBUXStarbucks Corp6.39%Add +2.1%2,306,245$257.86M$111.8152w: $71.82 - $118.98; reported $111.81
5GOOGLAlphabet Inc5.50%Add +192.1%91,009$222.23M$2441.7952w: $70.11 - $123.10; reported $2441.79
6FCXFreeport-Mcmoran Inc5.03%Reduce -10.7%5,469,100$202.96M$37.1152w: $11.24 - $46.10; reported $37.11
7TMUST-Mobile Us Inc4.62%Reduce -18.8%1,289,235$186.72M$144.8352w: $103.43 - $148.70; reported $144.83
8PANWPalo Alto Networks Inc3.78%Reduce -1.5%411,015$152.51M$371.0552w: $36.56 - $67.17; reported $371.05
9CVNACarvana Co2.71%Add +69.2%361,906$109.23M$301.8252w: $23.88 - $64.68; reported $301.82
10PLTRPalantir Technologies Inc2.62%Reduce -32.9%4,013,692$105.8M$26.3652w: $8.90 - $45.00; reported $26.36
11METAFacebook Inc2.35%Add +47.0%272,488$94.75M$347.7152w: $226.90 - $358.14; reported $347.71
12AFRMAffirm Hldgs Inc2.30%-1,378,692$92.86M$67.3552w: $46.50 - $146.90; reported $67.35
13NFLXNetflix Inc2.25%New172,215$90.97M$528.2152w: $45.40 - $59.33; reported $528.21
14RETAReata Pharmaceuticals Inc2.23%Reduce -15.0%637,344$90.2MNo quoteNo quote
15ABNBAirbnb Inc2.13%New561,831$86.04M$153.1452w: $121.50 - $219.94; reported $153.14
16INTUIntuit2.13%-175,515$86.03M$490.1752w: $280.99 - $492.60; reported $490.17
17TECKTeck Resources Ltd2.13%Reduce -18.0%3,731,790$85.98M$23.0452w: $10.03 - $26.72; reported $23.04
18EXPEExpedia Group Inc2.05%Add +14.3%506,364$82.9M$163.7152w: $76.75 - $187.93; reported $163.71
19CMICummins Inc1.96%-324,725$79.17M$243.8152w: $170.75 - $277.09; reported $243.81
20PENNPenn Natl Gaming Inc1.71%-900,304$68.86M$76.4952w: $26.96 - $142.00; reported $76.49
21BKNGBooking Holdings Inc1.62%-29,904$65.43M$2188.1052w: $63.56 - $100.64; reported $2188.10
22GEGeneral Electric Co1.46%-4,375,778$58.9M$13.4652w: $29.56 - $71.87; reported $13.46
23MRNAModerna Inc1.29%New222,400$52.26MNo quoteNo quote
24KBRKbr Inc1.25%Add +156.9%1,325,896$50.58M$38.1552w: $20.48 - $42.71; reported $38.15
25MAMastercard Incorporated1.21%Add +69.3%133,528$48.75M$365.0952w: $281.20 - $401.50; reported $365.09
26VVisa Inc1.04%Add +24.6%179,435$41.96M$233.8252w: $179.23 - $238.48; reported $233.82
27SESea Ltd0.98%Reduce -75.4%143,418$39.38M$274.6052w: $101.70 - $297.75; reported $274.60
28SMARSmartsheet Inc0.89%New495,085$35.81MNo quoteNo quote
29USFDUs Foods Hldg Corp0.85%-890,415$34.16M$38.3652w: $18.44 - $42.10; reported $38.36
30CATCaterpillar Inc0.84%-156,400$34.04M$217.6352w: $125.12 - $246.69; reported $217.63
31GMGeneral Mtrs Co0.83%New566,125$33.5M$59.1752w: $23.33 - $64.30; reported $59.17
32FLEXFlex Ltd0.76%Reduce -38.9%1,712,760$30.61M$17.8752w: $7.18 - $15.10; reported $17.87
33COUPCoupa Software Inc0.70%New107,988$28.31MNo quoteNo quote
34ONOn Semiconductor Corp0.67%Reduce -61.6%706,366$27.04M$38.2852w: $19.02 - $44.59; reported $38.28
35BLDRBuilders Firstsource Inc0.60%Reduce -56.9%566,856$24.18M$42.6652w: $19.03 - $53.99; reported $42.66
36FWONKLiberty Media Corp Del0.58%-485,800$23.42M$48.2152w: $30.52 - $48.45; reported $48.21
37OSCROscar Health Inc0.53%-994,289$21.38M$21.5052w: $19.78 - $37.00; reported $21.50
38MARMarriott Intl Inc New0.46%New135,700$18.53M$136.5252w: $81.30 - $159.98; reported $136.52
39NKTRNektar Therapeutics0.42%-1,000,000$17.16MNo quoteNo quote
40OPCHOption Care Health Inc0.40%Add +12.1%736,068$16.1M$21.8752w: $10.52 - $22.69; reported $21.87
41FTCHFarfetch Ltd0.37%New293,100$14.76MNo quoteNo quote
42SNOWSnowflake Inc0.29%Reduce -42.0%49,110$11.88M$241.8052w: $184.71 - $429.00; reported $241.80
43CFCf Inds Hldgs Inc0.25%New193,900$9.98M$51.4552w: $25.30 - $57.19; reported $51.45
44RBLXRoblox Corp0.13%New59,575$5.36M$89.9952w: $60.50 - $103.87; reported $89.99
45MOSMosaic Co New0.13%New162,000$5.17M$31.9152w: $11.51 - $38.23; reported $31.91
46OMFOnemain Hldgs Inc0.12%New83,750$5.02M$59.9052w: $22.25 - $61.90; reported $59.90
47DISHDish Network Corporation0.12%New112,400$4.7MNo quoteNo quote
48SSentinelone Inc0.11%New100,000$4.25MNo quoteNo quote
49DGNRDragoneer Growth Opportun Co0.07%-281,879$2.81MNo quoteNo quote
50ACADAcadia Pharmaceuticals Inc0.04%New74,400$1.82MNo quoteNo quote
51DCRCDecarbonization Plus Acqu Ii0.02%New94,900$984KNo quoteNo quote
52SNSESensei Biotherapeutics Inc0.02%-100,000$976KNo quoteNo quote
78VALEVale S A-Sold0$0No quoteNo quote
77TIGRUp Fintech Hldg Ltd-Sold0$0No quoteNo quote
76UBERUber Technologies Inc-Sold0$0No quoteNo quote
75TSMTaiwan Semiconductor Mfg Ltd-Sold0$0No quoteNo quote
74SYFSynchrony Financial-Sold0$0No quoteNo quote
73RUNSunrun Inc-Sold0$0No quoteNo quote
72STLDSteel Dynamics Inc-Sold0$0No quoteNo quote
71PYPLPaypal Hldgs Inc-Sold0$0No quoteNo quote
70NUANNuance Communications Inc-Sold0$0No quoteNo quote
69MUMicron Technology Inc-Sold0$0No quoteNo quote
68MELIMercadolibre Inc-Sold0$0No quoteNo quote
67LINLinde Plc-Sold0$0No quoteNo quote
66JPMJpmorgan Chase & Co-Sold0$0No quoteNo quote
65JDJd.Com Inc-Sold0$0No quoteNo quote
64FSRFisker Inc-Sold0$0No quoteNo quote
63FSLRFirst Solar Inc-Sold0$0No quoteNo quote
62FHNFirst Horizon Corporation-Sold0$0No quoteNo quote
61FISFidelity Natl Information Sv-Sold0$0No quoteNo quote
60ASHRDbx Etf Tr-Sold0$0No quoteNo quote
59NETCloudflare Inc-Sold0$0No quoteNo quote
58CCitigroup Inc-Sold0$0No quoteNo quote
57CPCanadian Pac Ry Ltd-Sold0$0No quoteNo quote
56GOLDBarrick Gold Corp-Sold0$0No quoteNo quote
55ARRYArray Technologies Inc-Sold0$0No quoteNo quote
54AAAlcoa Corp-Sold0$0No quoteNo quote
53ABCLAbcellera Biologics 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.

1DISHDish Network CorporationCL ACALLSold0$0