13F tracker › Duquesne Family Office
Duquesne Family Office 13F holdings, Q2 2026
Duquesne Family Office (family office of Stanley Druckenmiller) reported 95 US-listed positions worth $5.2B in its
Form 13F for the quarter ended June 30, 2026, filed with the SEC on August 14, 2026.
Compared with Q1 2026, the filing shows 48 new positions, 16 increased, 10 reduced, and 23 exited.
Reported value$5.2B
Positions95
New / exited48 / 23
Quarter endedQ2 2026
Largest holdings
| Company | Value | Weight | Shares |
|---|
| Natera Inc | $864.9M | 16.6% | 3,186,306 |
| Taiwan Semiconductor Manufac | $281.6M | 5.4% | 589,680 |
| Stmicroelectronics N V | $232.4M | 4.5% | 3,102,880 |
| Invesco Exchange Traded Fd T (call options) | $174.7M | 3.4% | 821,000 |
| Insmed Inc | $151.9M | 2.9% | 1,424,690 |
| Ishares Inc (call options) | $145.9M | 2.8% | 4,228,000 |
| Insmed Inc (call options) | $143.9M | 2.8% | 1,350,000 |
| Ypf Sociedad Anonima | $142.7M | 2.7% | 3,138,897 |
| Amazon Com Inc | $129.1M | 2.5% | 541,600 |
| Bbb Foods Inc | $120.9M | 2.3% | 2,901,733 |
| Alphabet Inc | $120.2M | 2.3% | 336,300 |
| Ishares Inc | $118.5M | 2.3% | 3,436,170 |
| Seagate Technology Hldngs Pl | $117.7M | 2.3% | 122,000 |
| Fox Corp (Class A) | $115.0M | 2.2% | 2,204,600 |
| Amazon Com Inc (call options) | $109.5M | 2.1% | 459,300 |
| United Airls Hldgs Inc | $108.1M | 2.1% | 794,795 |
| Sea Ltd | $105.4M | 2.0% | 1,099,905 |
| Cdw Corp | $104.6M | 2.0% | 743,950 |
| Newamsterdam Pharma Company | $104.0M | 2.0% | 3,070,146 |
| Ishares TR (call options) | $99.1M | 1.9% | 330,000 |
| Sandisk Corp | $79.4M | 1.5% | 34,900 |
| Revolution Medicines Inc | $74.8M | 1.4% | 399,587 |
| State Str SPDR S&Amp;P 500 ETF T (call options) | $67.2M | 1.3% | 90,000 |
| Bitdeer Technologies Group | $64.7M | 1.2% | 4,074,993 |
| Crh Plc | $59.2M | 1.1% | 553,555 |
New positions in Q2 2026
| Company | Value | Shares |
| Insmed Inc (call options) | $143.9M | 1,350,000 |
| Alphabet Inc | $120.2M | 336,300 |
| Fox Corp (Class A) | $115.0M | 2,204,600 |
| Cdw Corp | $104.6M | 743,950 |
| Bitdeer Technologies Group | $64.7M | 4,074,993 |
| Delta Air Lines Inc | $56.5M | 603,000 |
| Tesla Inc (call options) | $53.0M | 126,000 |
| Fluor Corp | $51.5M | 982,200 |
| D R Horton Inc | $48.7M | 299,000 |
| Advanced Micro Devices Inc | $42.3M | 72,900 |
| Palo Alto Networks Inc | $39.8M | 116,650 |
| Hut 8 Corp | $36.3M | 314,150 |
| Cdw Corp (call options) | $35.2M | 250,000 |
| Fox Corp (Class B) | $29.6M | 632,600 |
| Meta Platforms Inc (call options) | $28.2M | 50,000 |
Positions increased
| Company | Value | Share change | Shares |
| Natera Inc | $864.9M | +4% | 3,186,306 |
| Taiwan Semiconductor Manufac | $281.6M | +19% | 589,680 |
| Stmicroelectronics N V | $232.4M | +19% | 3,102,880 |
| Insmed Inc | $151.9M | +23% | 1,424,690 |
| Amazon Com Inc | $129.1M | +1083% | 541,600 |
| Seagate Technology Hldngs Pl | $117.7M | +141% | 122,000 |
| Amazon Com Inc (call options) | $109.5M | +130% | 459,300 |
| United Airls Hldgs Inc | $108.1M | +203% | 794,795 |
| Ishares TR (call options) | $99.1M | +318% | 330,000 |
| Revolution Medicines Inc | $74.8M | +27% | 399,587 |
| Crh Plc | $59.2M | +47% | 553,555 |
| Cleveland-Cliffs Inc New | $39.6M | +82% | 4,216,184 |
| Protagonist Therapeutics Inc | $25.6M | +31% | 208,900 |
| Adma Biologics Inc | $23.3M | +80% | 2,784,110 |
| Daktronics Inc | $22.0M | +100% | 1,123,109 |
Positions reduced
| Company | Value | Share change | Shares |
| Ypf Sociedad Anonima | $142.7M | -3% | 3,138,897 |
| Bbb Foods Inc | $120.9M | -7% | 2,901,733 |
| Sandisk Corp | $79.4M | -9% | 34,900 |
| Global X Fds | $30.0M | -15% | 328,800 |
| Woodward Inc | $28.6M | -68% | 67,194 |
| Roku Inc | $25.4M | -75% | 184,055 |
| Teva Pharmaceutical Inds Ltd | $21.2M | -74% | 624,999 |
| Wabtec | $15.3M | -40% | 56,595 |
| Arm Holdings Plc | $10.0M | -74% | 28,090 |
| Alcoa Corp | $9.7M | -88% | 185,640 |
Positions exited (held in Q1 2026)
| Company | Value in Q1 2026 | Shares |
| Broadcom Inc | $60.6M | 195,955 |
| Option Care Health Inc | $50.3M | 1,868,550 |
| Figure Technology Solutio | $39.1M | 1,150,415 |
| Restaurant Brands Intl Inc | $33.6M | 454,435 |
| Lattice Semiconductor Corp | $30.0M | 323,135 |
| Humana Inc | $23.8M | 137,505 |
| Twilio Inc | $22.9M | 181,760 |
| Jabil Inc | $21.8M | 82,200 |
| Ishares S&Amp;P Gsci Commodity- | $20.7M | 643,000 |
| Bloom Energy Corp | $18.5M | 136,320 |
| Intel Corp | $18.2M | 411,400 |
| Cloudflare Inc | $10.8M | 52,535 |
| Lyondellbasell Industries Nv | $10.6M | 131,435 |
| Twist Bioscience Corp | $9.8M | 206,000 |
| Coherent Corp | $9.6M | 40,400 |
How to read this. A Form 13F lists long positions in US-listed securities at
quarter-end. It is filed up to 45 days later and does not show short positions, most derivatives, non-US holdings, cash, or
trades made after the quarter ended, so it is a historical snapshot—not a current portfolio. Values are as reported in the
filing. This page is not investment advice and does not suggest buying or selling any security.
Source: SEC EDGAR filing (Q2 2026), previous filing (Q1 2026). Updated 2026-09-29.