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D
Druckenmiller
Duquesne Family Office LLC
Latest 13F: Q1 2026
Filed May 15, 2026
Stanley Druckenmiller's family office
13F filings have a ~45-day lag. Positions may have changed since the filing date.
Positions
68
New Buys
25
Sold
47
Increased
18
Decreased
19
Total Value
$3.2B
Sector Allocation
Latest Trades (Quarter-over-Quarter Changes)
| ACTION | SYMBOL | NAME | SHARES CHG | VALUE | WEIGHT % |
|---|---|---|---|---|---|
| SOLD | XLF | -5,495,600 | -- | -- | |
| NEW | NUVB | Nuvation Bio Inc |
+4,539,800
avg ~$4.29
·
~$19.5M
|
$19.5M | 0.6% |
| DECREASED | CPNG | Coupang Inc |
-4,105,424
avg ~$18.88
·
~$77.5M
|
$50.4M | 1.5% |
| DECREASED | TEVA | Teva Pharmaceutical Inds Ltd |
-3,497,585
avg ~$30.12
·
~$105.3M
|
$71.6M | 2.1% |
| INCREASED | YPF | Ypf Sociedad Anonima |
+2,628,972
avg ~$46.22
·
~$121.5M
|
$149.6M | 4.4% |
| SOLD | COGT | -2,214,470 | -- | -- | |
| DECREASED | PCT | Purecycle Technologies Inc |
-1,915,245
avg ~$5.19
·
~$9.9M
|
$5.0M | 0.1% |
| NEW | CAI | Caris Life Sciences Inc |
+1,894,450
avg ~$17.88
·
~$33.9M
|
$33.9M | 1.0% |
| INCREASED | STM | Stmicroelectronics N V |
+1,839,325
avg ~$34.55
·
~$63.5M
|
$90.3M | 2.7% |
| SOLD | AEVA | -1,824,862 | -- | -- | |
| INCREASED | ADMA | Adma Biologics Inc |
+1,293,410
avg ~$9.01
·
~$11.7M
|
$13.9M | 0.4% |
| SOLD | DOCU | -1,019,085 | -- | -- | |
| NEW | OLMA | Olema Pharmaceuticals Inc |
+986,827
avg ~$14.91
·
~$14.7M
|
$14.7M | 0.4% |
| DECREASED | STUB | Stubhub Hldgs Inc |
-938,574
avg ~$6.24
·
~$5.9M
|
$8.5M | 0.3% |
| SOLD | EEM | -902,500 | -- | -- | |
| SOLD | ENTG | -844,160 | -- | -- | |
| DECREASED | QSR | Restaurant Brands Intl Inc |
-754,565
avg ~$73.90
·
~$55.8M
|
$33.6M | 1.0% |
| INCREASED | EWZ | Ishares Inc |
+675,425
avg ~$38.39
·
~$25.9M
|
$162.3M | 4.8% |
| NEW | JBS | Jbs N.V. |
+655,900
avg ~$17.96
·
~$11.8M
|
$11.8M | 0.3% |
| SOLD | DAL | -650,910 | -- | -- | |
| NEW | GSG | Ishares S&P Gsci Commodity- |
+643,000
avg ~$32.25
·
~$20.7M
|
$20.7M | 0.6% |
| SOLD | AAL | -639,785 | -- | -- | |
| DECREASED | BE | Bloom Energy Corp |
-604,225
avg ~$135.49
·
~$81.9M
|
$18.5M | 0.5% |
| DECREASED | LSCC | Lattice Semiconductor Corp |
-602,835
avg ~$92.76
·
~$55.9M
|
$30.0M | 0.9% |
| INCREASED | CLF | Cleveland-Cliffs Inc New |
+567,800
avg ~$8.45
·
~$4.8M
|
$19.5M | 0.6% |
Full Holdings (68 positions)
| SYMBOL | NAME | SHARES | VALUE | WEIGHT % | ACTION |
|---|---|---|---|---|---|
| NTRA | Natera Inc |
3,063,606
$199.99/sh
cost $126.73 (+57.8%)
|
$612.7M | 18.1% | INCREASED |
| INSM | Insmed Inc |
1,154,090
$163.52/sh
cost $94.05 (+73.9%)
|
$188.7M | 5.6% | DECREASED |
| TSM | Taiwan Semiconductor Manufac |
495,280
$337.95/sh
cost $175.29 (+92.8%)
|
$167.4M | 5.0% | DECREASED |
| EWZ | Ishares Inc |
4,228,000
$38.39/sh
cost $32.39 (+18.5%)
|
$162.3M | 4.8% | INCREASED |
| RSP | Invesco Exchange Traded Fd T |
821,000
$191.92/sh
cost $191.56 (+0.2%)
|
$157.6M | 4.7% | DECREASED |
| YPF | Ypf Sociedad Anonima |
3,235,962
$46.22/sh
cost $33.32 (+38.7%)
|
$149.6M | 4.4% | INCREASED |
| TBBB | Bbb Foods Inc |
3,109,202
$35.37/sh
cost $30.86 (+14.6%)
|
$110.0M | 3.3% | INCREASED |
| AA | Alcoa Corp |
1,493,390
$66.33/sh
cost $17.14 (+287.0%)
|
$99.1M | 2.9% | INCREASED |
| NAMS | Newamsterdam Pharma Company |
3,070,146
$32.01/sh
cost $26.25 (+21.9%)
|
$98.3M | 2.9% | UNCHANGED |
| SE | Sea Ltd |
1,099,905
$82.81/sh
cost $88.14 (-6.0%)
|
$91.1M | 2.7% | INCREASED |
| STM | Stmicroelectronics N V |
2,612,880
$34.55/sh
cost $32.00 (+8.0%)
|
$90.3M | 2.7% | INCREASED |
| WWD | Woodward Inc |
211,355
$357.92/sh
cost $184.26 (+94.2%)
|
$75.6M | 2.2% | DECREASED |
| TEVA | Teva Pharmaceutical Inds Ltd |
2,377,285
$30.12/sh
cost $20.60 (+46.2%)
|
$71.6M | 2.1% | DECREASED |
| ROKU | Roku Inc |
750,190
$94.62/sh
cost $88.89 (+6.4%)
|
$71.0M | 2.1% | INCREASED |
| AVGO | Broadcom Inc |
195,955
$309.51/sh
cost $294.31 (+5.2%)
|
$60.6M | 1.8% | NEW |
| SPY | State Str Spdr S&P 500 Etf T |
90,000
$650.34/sh
cost $464.34 (+40.1%)
|
$58.5M | 1.7% | UNCHANGED |
| CPNG | Coupang Inc |
2,667,485
$18.88/sh
cost $21.08 (-10.4%)
|
$50.4M | 1.5% | DECREASED |
| OPCH | Option Care Health Inc |
1,868,550
$26.92/sh
cost $29.55 (-8.9%)
|
$50.3M | 1.5% | INCREASED |
| AMZN | Amazon Com Inc |
200,000
$208.27/sh
cost $862.90 (-75.9%)
|
$41.7M | 1.2% | DECREASED |
| CRH | Crh Plc |
377,555
$105.12/sh
cost $113.60 (-7.5%)
|
$39.7M | 1.2% | DECREASED |
| FIGR | Figure Technology Solutio |
1,150,415
$33.95/sh
cost $36.37 (-6.7%)
|
$39.1M | 1.2% | DECREASED |
| ARGT | Global X Fds |
387,400
$93.32/sh
cost $76.30 (+22.3%)
|
$36.2M | 1.1% | INCREASED |
| CAI | Caris Life Sciences Inc |
1,894,450
$17.88/sh
cost $17.88 (+0.0%)
|
$33.9M | 1.0% | NEW |
| QSR | Restaurant Brands Intl Inc |
454,435
$73.90/sh
cost $59.58 (+24.0%)
|
$33.6M | 1.0% | DECREASED |
| RVMD | Revolution Medicines Inc |
315,860
$97.25/sh
cost $97.25 (-0.0%)
|
$30.7M | 0.9% | NEW |