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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 32 of 65 rows. Rows without a quote are marked unavailable.

1CPNGCoupang Inc14.06%Add +47.5%15,506,097$431.85M$27.8552w: $27.56 - $69.00; reported $27.85
2AMZNAmazon Com Inc10.43%Add +3.4%97,566$320.51M$3285.0452w: $144.05 - $188.65; reported $3285.04
3GOOGLAlphabet Inc10.18%Add +28.6%116,994$312.79M$2673.5252w: $71.66 - $146.25; reported $2673.52
4SBUXStarbucks Corp7.57%Reduce -8.6%2,107,315$232.46M$110.3152w: $85.09 - $126.32; reported $110.31
5MSFTMicrosoft Corp7.14%Reduce -48.4%777,689$219.25M$281.9252w: $199.62 - $305.84; reported $281.92
6PANWPalo Alto Networks Inc6.22%Reduce -2.9%399,036$191.14M$479.0052w: $36.56 - $82.65; reported $479.00
7FCXFreeport-Mcmoran Inc5.12%Reduce -11.6%4,836,809$157.34M$32.5352w: $15.22 - $46.10; reported $32.53
8EXPEExpedia Group Inc4.88%Add +80.6%914,282$149.85M$163.9052w: $87.90 - $187.93; reported $163.90
9TMUST-Mobile Us Inc3.56%Reduce -33.7%855,187$109.26M$127.7652w: $107.56 - $150.20; reported $127.76
10BKNGBooking Holdings Inc3.36%Add +45.6%43,529$103.33M$2373.8752w: $63.56 - $101.60; reported $2373.87
11ABNBAirbnb Inc2.74%Reduce -10.8%501,351$84.1M$167.7552w: $121.50 - $219.94; reported $167.75
12RETAReata Pharmaceuticals Inc2.28%Add +9.1%695,033$69.93MNo quoteNo quote
13INTUIntuit1.53%Reduce -50.4%87,149$47.02M$539.5152w: $312.05 - $582.96; reported $539.51
14CVNACarvana Co1.35%Reduce -62.1%137,237$41.38M$301.5452w: $35.85 - $75.37; reported $301.54
15PLTRPalantir Technologies Inc1.28%Reduce -59.3%1,632,937$39.26M$24.0452w: $8.90 - $45.00; reported $24.04
16LYVLive Nation Entertainment In1.27%New427,750$38.98M$91.1352w: $47.97 - $96.50; reported $91.13
17METAFacebook Inc1.17%Reduce -61.1%105,883$35.94M$339.3952w: $244.61 - $384.33; reported $339.39
18KBRKbr Inc1.11%Reduce -34.7%865,596$34.1M$39.4052w: $21.13 - $42.71; reported $39.40
19MRNAModerna Inc1.08%Reduce -61.3%85,971$33.09MNo quoteNo quote
20ZMZoom Video Communications In1.00%New117,690$30.78M$261.5052w: $255.25 - $588.84; reported $261.50
21PENNPenn Natl Gaming Inc0.98%Reduce -53.7%417,200$30.23M$72.4652w: $52.09 - $142.00; reported $72.46
22COUPCoupa Software Inc0.98%Add +27.4%137,634$30.17MNo quoteNo quote
23SESea Ltd0.91%Reduce -38.7%87,874$28.01M$318.7352w: $154.33 - $359.84; reported $318.73
24FLEXFlex Ltd0.88%Reduce -10.4%1,533,910$27.12M$17.6852w: $8.33 - $15.10; reported $17.68
25TECKTeck Resources Ltd0.85%Reduce -72.0%1,044,452$26.02M$24.9152w: $11.91 - $27.08; reported $24.91
26OPCHOption Care Health Inc0.82%Add +40.3%1,032,987$25.06M$24.2652w: $12.48 - $28.21; reported $24.26
27FWONKLiberty Media Corp Del0.81%-485,800$24.98M$51.4152w: $33.88 - $50.38; reported $51.41
28DISHDish Network Corporation0.78%Add +390.1%550,927$23.94MNo quoteNo quote
29FTCHFarfetch Ltd0.77%Add +114.8%629,470$23.59MNo quoteNo quote
30PRCTProcept Biorobotics Corp0.75%New600,000$22.89MNo quoteNo quote
31NKTRNektar Therapeutics0.58%-1,000,000$17.96MNo quoteNo quote
32OSCROscar Health Inc0.56%-994,289$17.29M$17.3952w: $12.06 - $37.00; reported $17.39
33STNEStoneco Ltd0.43%New382,100$13.27MNo quoteNo quote
34ABCLAbcellera Biologics Inc0.43%New659,750$13.22M$20.0452w: $14.51 - $71.91; reported $20.04
35FSLYFastly Inc0.34%New257,695$10.42M$40.4452w: $33.87 - $136.50; reported $40.44
36LADLithia Mtrs Inc0.30%New29,081$9.22M$317.0552w: $225.00 - $417.98; reported $317.05
37CFLTConfluent Inc0.27%New140,300$8.37MNo quoteNo quote
38CRBUCaribou Biosciences Inc0.21%New271,430$6.48M$23.8752w: $15.00 - $32.65; reported $23.87
39RXRXRecursion Pharmaceuticals In0.19%New259,941$5.98MNo quoteNo quote
40OMFOnemain Hldgs Inc0.15%-83,750$4.63M$55.3352w: $30.87 - $63.19; reported $55.33
41SMARSmartsheet Inc0.14%Reduce -86.9%64,709$4.45MNo quoteNo quote
42OSTKOverstock Com Inc Del0.13%New49,650$3.87MNo quoteNo quote
43SSentinelone Inc0.10%Reduce -40.0%60,000$3.21MNo quoteNo quote
44CCCSCcc Intelligent Solutions Hl0.10%New281,879$2.96MNo quoteNo quote
45CFCf Inds Hldgs Inc0.09%Reduce -75.8%47,000$2.62M$55.8352w: $25.30 - $57.19; reported $55.83
46ACADAcadia Pharmaceuticals Inc0.04%-74,400$1.24MNo quoteNo quote
47SNSESensei Biotherapeutics Inc0.03%-100,000$1.05MNo quoteNo quote
48DCRCDecarbonization Plus Acqu Ii0.03%-94,900$954KNo quoteNo quote
64VVisa Inc-Sold0$0No quoteNo quote
63USFDUs Foods Hldg Corp-Sold0$0No quoteNo quote
62SNOWSnowflake Inc-Sold0$0No quoteNo quote
61RBLXRoblox Corp-Sold0$0No quoteNo quote
60ONOn Semiconductor Corp-Sold0$0No quoteNo quote
59NFLXNetflix Inc-Sold0$0No quoteNo quote
58MOSMosaic Co New-Sold0$0No quoteNo quote
57MAMastercard Incorporated-Sold0$0No quoteNo quote
56MARMarriott Intl Inc New-Sold0$0No quoteNo quote
55GMGeneral Mtrs Co-Sold0$0No quoteNo quote
54GEGeneral Electric Co-Sold0$0No quoteNo quote
53DGNRDragoneer Growth Opportun Co-Sold0$0No quoteNo quote
52CMICummins Inc-Sold0$0No quoteNo quote
51CATCaterpillar Inc-Sold0$0No quoteNo quote
50BLDRBuilders Firstsource Inc-Sold0$0No quoteNo quote
49AFRMAffirm Hldgs 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.

1LVSLas Vegas Sands CorpCOMCALLNew230,000$8.42M