S

Stanley Druckenmiller

Duquesne Family Office LLC

Macro

Former right-hand man to George Soros, Stanley Druckenmiller now runs his own family office, Duquesne, with a flexible, opportunistic macro approach.

As of June 30, 2026, the Stanley Druckenmiller portfolio (Duquesne Family Office LLC) holds 86 equity positions worth $5M. That is down 99.8% from $3.4B in Q1 2026. Over the quarter, the fund opened 61 new positions, exited 19, increased 12 and trimmed 6 (full breakdown below).

Portfolio
$5M
Equity positions
86
Top 10 concentration
43.8%
Weighted yield
-
Dividend coverage
0.0%

Portfolio as of June 30, 2026

Company Value %
Loading…

Quarterly moves

Q1 2026 → Q2 2026

Portfolio value went from $3.4B to $5M (-99.8%) quarter over quarter.

New buys

Amount invested · % of portfolio

61
  • Taiwan Semiconductor Manufac $282K · 5.4%
  • Stmicroelectronics N V $232K · 4.5%
  • Ypf Sociedad Anonima $143K · 2.7%
  • Cdw Corp $140K · 2.7%
  • Alphabet Inc $120K · 2.3%
  • Seagate Technology Hldngs Pl $118K · 2.3%
  • Fox Corp $115K · 2.2%
  • United Airls Hldgs Inc $108K · 2.1%
Positions added to

Amount bought · (±%) · % of portfolio

12
  • Natera Inc $33K (+4%) · 16.6%
  • Insmed Inc $173K (+140.4%) · 5.7%
  • Amazon Com Inc $180K (+307.2%) · 4.6%
  • Invesco Exchange Traded Fd T $16K (+9.1%) · 3.7%
  • Ishares Tr $75K (+317.7%) · 1.9%
  • Revolution Medicines Inc $16K (+26.5%) · 1.4%
  • Crh Plc $19K (+46.6%) · 1.1%
  • Cleveland-Cliffs Inc New $18K (+82.2%) · 0.8%
Positions trimmed

Amount sold · (±%) · % of portfolio

6
  • Bbb Foods Inc $7M (-6.7%) · 2.3%
  • Sandisk Corp $2M (-8.5%) · 1.5%
  • Global X Fds $5M (-15.1%) · 0.6%
  • Roku Inc $54M (-75.5%) · 0.5%
  • Arm Holdings Plc $12M (-73.7%) · 0.2%
  • Alcoa Corp $87M (-87.6%) · 0.2%

Portfolio value over time

Top 10 holdings evolution as of June 30, 2026

Share of portfolio (%) since inception, top 10 as of the selected quarter.

Sector breakdown

Based on holdings matched to a stock referenced on the site.

Options exposure

Call options $857K (9)

Dividend aristocrats held

Stocks with at least 25 consecutive years of dividend growth.

No matching holding among stocks referenced on the site.

Frequently asked questions

What are Stanley Druckenmiller's top holdings?

As of June 30, 2026, the top three holdings of Duquesne Family Office LLC are Natera Inc, Taiwan Semiconductor Manufac, Stmicroelectronics N V.

How many positions does Stanley Druckenmiller hold?

Duquesne Family Office LLC reports 86 equity positions worth $5M as of June 30, 2026.

Does Stanley Druckenmiller invest in dividend stocks?

The dividend exposure of this portfolio cannot be assessed yet.

Data sourced from 13F filings submitted to the SEC, published with roughly 45 days of lag. A 13F only covers long positions in U.S.-traded securities: it excludes short sales, non-U.S. holdings and cash. Provided for informational purposes only and does not constitute investment advice.