Stanley Druckenmiller - Duquesne Family Office

Portfolio

$5.21 B

Positionen

Stichtag

2026-06-30

Quartal

Q2 2026


NTRA	NTRANatera Inc	16.60%	Add 4.01%	3,186,306	$271.45	$864.92 M	$338.45	+24.68%
TSM	TSMTaiwan Semiconductor Manufac	5.40%	Add 19.06%	589,680	$477.57	$281.61 M	$435.36	-8.84%
STM	STMStmicroelectronics N V	4.46%	Add 18.75%	3,102,880	$74.89	$232.38 M	$52.24	-30.24%
—	Invesco Exchange Traded Fd T	3.35%	Reduce 90.94%	821,000	$212.77	$174.68 M	—	—
INSM	INSMInsmed Inc	2.92%	Add 16.98%	1,424,690	$106.62	$151.90 M	$124.21	+16.50%
—	Ishares Inc	2.80%		4,228,000	$34.50	$145.87 M	—	—
INSM	INSMInsmed Inc	2.76%	Add 16.98%	1,350,000	$106.62	$143.94 M	$124.21	+16.50%
YPF	YPFYpf Sociedad Anonima	2.74%	Reduce 3.00%	3,138,897	$45.47	$142.73 M	$50.27	+10.56%
AMZN	AMZNAmazon Com Inc	2.48%	Add 902.84%	541,600	$238.34	$129.09 M	$251.71	+5.61%
—	Bbb Foods Inc	2.32%	Reduce 6.67%	2,901,733	$41.67	$120.92 M	—	—
GOOGL	GOOGLAlphabet Inc	2.31%	Buy	336,300	$357.37	$120.18 M	$332.06	-7.08%
—	Ishares Inc	2.28%		3,436,170	$34.50	$118.55 M	—	—
—	Seagate Technology Hldngs Pl	2.26%	Add 140.63%	122,000	$965.00	$117.73 M	$821.67	-14.85%
—	Fox Corp	2.21%	Buy	2,204,600	$52.16	$114.99 M	—	—
AMZN	AMZNAmazon Com Inc	2.10%	Add 902.84%	459,300	$238.34	$109.47 M	$251.71	+5.61%
UAL	UALUnited Airls Hldgs Inc	2.07%	Add 202.78%	794,795	$135.99	$108.08 M	$106.33	-21.81%
SE	SESea Ltd	2.02%		1,099,905	$95.83	$105.40 M	$108.03	+12.73%
—	Cdw Corp	2.01%	Buy	743,950	$140.64	$104.63 M	$139.42	-0.87%
—	Newamsterdam Pharma Company	2.00%		3,070,146	$33.89	$104.05 M	—	—
—	Ishares Tr	1.90%	Add 317.72%	330,000	$300.45	$99.15 M	—	—
SNDK	SNDKSandisk Corp	1.52%	Reduce 8.53%	34,900	$2,273.72	$79.35 M	$1,691.57	-25.60%
RVMD	RVMDRevolution Medicines Inc	1.44%	Add 26.51%	399,587	$187.28	$74.83 M	—	—
—	State Str Spdr S&P 500 Etf T	1.29%		90,000	$746.77	$67.21 M	—	—
—	Bitdeer Technologies Group	1.24%	Buy	4,074,993	$15.87	$64.67 M	—	—
—	Crh Plc	1.14%	Add 46.62%	553,555	$107.00	$59.23 M	—	—

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