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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 2026-06-06 from SEC 13F data.

Live quotes available for 42 of 81 rows. Rows without a quote are marked unavailable.

1CPNGCoupang Inc14.77%Add +4.4%20,283,765$298.37M$14.7152w: $8.98 - $29.65; reported $14.71
2LLYLilly Eli & Co13.36%Add +52.1%737,725$269.89M$365.8452w: $231.87 - $375.25; reported $365.84
3CVXChevron Corp New8.74%Add +42.5%983,655$176.56M$179.4952w: $117.29 - $189.68; reported $179.49
4LWLamb Weston Hldgs Inc7.33%Add +75.1%1,657,875$148.15M$89.3652w: $49.71 - $90.60; reported $89.36
5METAMeta Platforms Inc5.37%Add +462.3%901,675$108.51M$120.3452w: $88.09 - $343.09; reported $120.34
6KBRKbr Inc4.41%Reduce -7.1%1,687,468$89.1M$52.8052w: $41.77 - $56.94; reported $52.80
7NVDANvidia Corporation4.22%New582,915$85.19M$146.1452w: $10.81 - $30.71; reported $146.14
8VRTVertiv Holdings Co4.00%Add +20.1%5,916,120$80.81M$13.6652w: $7.76 - $25.17; reported $13.66
9TECKTeck Resources Ltd3.33%Add +29.9%1,780,705$67.35M$37.8252w: $24.72 - $45.90; reported $37.82
10TMUST-Mobile Us Inc3.15%Reduce -36.8%454,362$63.61M$140.0052w: $101.51 - $154.38; reported $140.00
11CVECenovus Energy Inc2.60%Add +222.4%2,701,140$52.43M$19.4152w: $12.27 - $24.91; reported $19.41
12OPCHOption Care Health Inc2.27%Add +389.0%1,526,120$45.92M$30.0952w: $21.32 - $35.87; reported $30.09
13LENLennar Corp1.98%New441,892$39.99M$90.5052w: $60.54 - $112.64; reported $90.50
14FCXFreeport-Mcmoran Inc1.58%Reduce -28.4%837,627$31.83M$38.0052w: $24.80 - $51.99; reported $38.00
15DEDeere & Co1.55%New72,905$31.26M$428.7652w: $283.81 - $448.40; reported $428.76
16OXYOccidental Pete Corp1.31%New420,580$26.49M$62.9952w: $29.15 - $77.13; reported $62.99
17NTRANatera Inc1.28%Add +55.1%643,530$25.85M$40.1752w: $26.10 - $92.06; reported $40.17
18TAt&T Inc1.25%New1,375,780$25.33M$18.4152w: $14.46 - $21.53; reported $18.41
19DDOGDatadog Inc1.21%Reduce -57.9%332,253$24.42M$73.5052w: $66.45 - $184.70; reported $73.50
20ALNYAlnylam Pharmaceuticals Inc1.05%-88,910$21.13M$237.6552w: $117.58 - $242.97; reported $237.65
21OVVOvintiv Inc1.04%Add +113.3%413,980$20.99M$50.7152w: $33.59 - $63.30; reported $50.71
22AMDAdvanced Micro Devices Inc0.99%New308,235$19.96M$64.7752w: $54.57 - $152.42; reported $64.77
23PHParker-Hannifin Corp0.96%New66,800$19.44M$291.0052w: $230.44 - $340.00; reported $291.00
24ARCHArch Resources Inc0.91%Reduce -12.7%129,140$18.44MNo quoteNo quote
25VALEVale S A0.88%New1,045,000$17.73M$16.9752w: $11.72 - $21.29; reported $16.97
26CCJCameco Corp0.84%New748,204$16.96M$22.6752w: $18.03 - $32.49; reported $22.67
27PXDPioneer Nat Res Co0.81%Reduce -21.9%71,505$16.33MNo quoteNo quote
28CATCaterpillar Inc0.76%New63,800$15.28M$239.5652w: $160.60 - $245.05; reported $239.56
29PANWPalo Alto Networks Inc0.75%Reduce -29.4%109,270$15.25M$139.5452w: $68.37 - $106.82; reported $139.54
30WSCWillscot Mobil Mini Hldng Co0.69%Reduce -68.3%309,866$14M$45.1752w: $30.52 - $49.02; reported $45.17
31PSXPhillips 660.59%New113,850$11.85M$104.0852w: $72.89 - $113.53; reported $104.08
32LVSLas Vegas Sands Corp0.55%-230,000$11.06M$48.0752w: $28.88 - $49.73; reported $48.07
33RXRXRecursion Pharmaceuticals In0.53%-1,385,950$10.69MNo quoteNo quote
34DHID R Horton Inc0.50%New113,400$10.11M$89.1452w: $59.25 - $108.64; reported $89.14
35IOTSamsara Inc0.50%New810,713$10.08MNo quoteNo quote
36PLTRPalantir Technologies Inc0.40%Reduce -47.5%1,270,707$8.16M$6.4252w: $5.92 - $18.84; reported $6.42
37NEENextera Energy Inc0.39%-93,400$7.81M$83.6052w: $67.22 - $93.65; reported $83.60
38CEGConstellation Energy Corp0.38%-88,825$7.66M$86.2152w: $38.00 - $97.89; reported $86.21
39ABCLAbcellera Biologics Inc0.33%-659,750$6.68M$10.1352w: $5.42 - $14.97; reported $10.13
40ENVXEnovix Corporation0.29%-464,400$5.78MNo quoteNo quote
41AMRAlpha Metallurgical Resour I0.29%Reduce -71.2%39,370$5.76M$146.3952w: $55.98 - $186.98; reported $146.39
42LGIHLgi Homes Inc0.23%New50,000$4.63MNo quoteNo quote
43AVTRAvantor Inc0.20%-189,695$4M$21.0952w: $17.91 - $41.98; reported $21.09
44MRNAModerna Inc0.20%-22,154$3.98MNo quoteNo quote
45IHSIhs Holding Limited0.19%-771,096$3.79MNo quoteNo quote
46ENTGEntegris Inc0.18%New55,500$3.64M$65.5952w: $61.75 - $141.82; reported $65.59
47RUNSunrun Inc0.17%-139,000$3.34MNo quoteNo quote
48CCCSCcc Intelligent Solutions Hl0.12%-281,879$2.45MNo quoteNo quote
49OSCROscar Health Inc0.12%-994,289$2.45M$2.4652w: $2.05 - $10.53; reported $2.46
50RETAReata Pharmaceuticals Inc0.11%-58,997$2.24MNo quoteNo quote
51KBHKb Home0.09%New58,535$1.86MNo quoteNo quote
52OPENOpendoor Technologies Inc0.09%-1,538,085$1.78M$1.1652w: $0.92 - $15.24; reported $1.16
53DISHDish Network Corporation0.08%-112,400$1.58MNo quoteNo quote
54ACADAcadia Pharmaceuticals Inc0.06%-74,400$1.18MNo quoteNo quote
55COMPCompass Inc0.05%-399,100$929.9K$2.3352w: $1.84 - $9.71; reported $2.33
56SNSESensei Biotherapeutics Inc0.01%-100,000$149KNo quoteNo quote
57JOBYJoby Aviation Inc0.00%-11,246$37.67K$3.3552w: $3.15 - $7.60; reported $3.35
58CZOOCazoo Group Ltd0.00%-140,100$21.97KNo quoteNo quote
81WDAYWorkday Inc-Sold0$0No quoteNo quote
80TSMTaiwan Semiconductor Mfg Ltd-Sold0$0No quoteNo quote
79SEDGSolaredge Technologies Inc-Sold0$0No quoteNo quote
78SMARSmartsheet Inc-Sold0$0No quoteNo quote
77SHOPShopify Inc-Sold0$0No quoteNo quote
76SESea Ltd-Sold0$0No quoteNo quote
75PPGPpg Inds Inc-Sold0$0No quoteNo quote
74BTUPeabody Energy Corp-Sold0$0No quoteNo quote
73NFENew Fortress Energy Inc-Sold0$0No quoteNo quote
72MSFTMicrosoft Corp-Sold0$0No quoteNo quote
71FWONKLiberty Media Corp Del-Sold0$0No quoteNo quote
70GMEGamestop Corp New-Sold0$0No quoteNo quote
69EQTEqt Corp-Sold0$0No quoteNo quote
68EIXEdison Intl-Sold0$0No quoteNo quote
67CRWDCrowdstrike Hldgs Inc-Sold0$0No quoteNo quote
66CTRACoterra Energy Inc-Sold0$0No quoteNo quote
65NETCloudflare Inc-Sold0$0No quoteNo quote
64CARRCarrier Global Corporation-Sold0$0No quoteNo quote
63CRBUCaribou Biosciences Inc-Sold0$0No quoteNo quote
62BLDRBuilders Firstsource Inc-Sold0$0No quoteNo quote
61ARAntero Resources Corp-Sold0$0No quoteNo quote
60AMZNAmazon Com Inc-Sold0$0No quoteNo quote
59TXG10X Genomics Inc-Sold0$0No quoteNo quote