Investor portfolio

Duquesne Family Office

Name: Duquesne Family Office 13F portfolio
Creator: FolioFact

MacroGrowth

Duquesne Family Office is Stanley Druckenmiller's family office.

Linked investors: Stanley Druckenmiller

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US 13F portfolio

Quarter: Q2 2026
Filed: 2026-08-14
Portfolio value: $5,210,856,000
Positions: 95
Sources: 13F on EDGAR

history	Ticker	Type	Change	% of portfolio	Shares / amount	Value
≡	NTRA	Direct	+4%	16.6%	3,186,306	$864,923,000
≡	TSM	Direct	+19%	5.4%	589,680	$281,613,000
≡	STM	Direct	+19%	4.46%	3,102,880	$232,375,000
—	RSP	Call		3.35%	821,000	$174,684,000
≡	INSM	Direct	+23%	2.92%	1,424,690	$151,900,000
—	EWZ	Call		2.8%	4,228,000	$145,866,000
—	INSM	Call	Newly reported	2.76%	1,350,000	$143,937,000
≡	YPF	Direct	−3%	2.74%	3,138,897	$142,726,000
≡	AMZN	Direct	+1083%	2.48%	541,600	$129,085,000
≡	TBBB	Direct	−7%	2.32%	2,901,733	$120,915,000
≡	GOOG(L)	Direct	Newly reported	2.31%	336,300	$120,184,000
≡	EWZ	Direct		2.28%	3,436,170	$118,548,000
≡	STX	Direct	+141%	2.26%	122,000	$117,730,000
≡	FOXA	Direct	Newly reported	2.21%	2,204,600	$114,992,000
—	AMZN	Call	+130%	2.1%	459,300	$109,470,000
≡	UAL	Direct	+203%	2.07%	794,795	$108,084,000
≡	SE	Direct		2.02%	1,099,905	$105,404,000
≡	CDW	Direct	Newly reported	2.01%	743,950	$104,629,000
≡	NAMS	Direct		2.0%	3,070,146	$104,047,000
—	IWM	Call	+318%	1.9%	330,000	$99,149,000
≡	SNDK	Direct	−9%	1.52%	34,900	$79,353,000
≡	RVMD	Direct	+27%	1.44%	399,587	$74,835,000
—	SPY	Call		1.29%	90,000	$67,209,000
≡	BTDR	Direct	Newly reported	1.24%	4,074,993	$64,670,000
≡	CRH	Direct	+47%	1.14%	553,555	$59,230,000
≡	DAL	Direct	Newly reported	1.08%	603,000	$56,477,000
—	TSLA	Call	Newly reported	1.02%	126,000	$52,996,000
≡	FLR	Direct	Newly reported	0.99%	982,200	$51,457,000
≡	DHI	Direct	Newly reported	0.93%	299,000	$48,701,000
≡	CPNG	Direct		0.89%	2,667,485	$46,334,000
≡	AMD	Direct	Newly reported	0.81%	72,900	$42,348,000
≡	PANW	Direct	Newly reported	0.76%	116,650	$39,780,000
≡	CLF	Direct	+82%	0.76%	4,216,184	$39,590,000
≡	HUT	Direct	Newly reported	0.7%	314,150	$36,267,000
—	CDW	Call	Newly reported	0.67%	250,000	$35,160,000
≡	CAI	Direct		0.65%	1,894,450	$33,759,000
≡	ARGT	Direct	−15%	0.58%	328,800	$30,019,000
≡	FOX	Direct	Newly reported	0.57%	632,600	$29,631,000
≡	WWD	Direct	−68%	0.55%	67,194	$28,587,000
—	META	Call	Newly reported	0.54%	50,000	$28,165,000
≡	NUVB	Direct		0.49%	4,539,800	$25,786,000
≡	PTGX	Direct	+31%	0.49%	208,900	$25,607,000
≡	ROKU	Direct	−76%	0.49%	184,055	$25,425,000
≡	CVCO	Direct	Newly reported	0.47%	39,500	$24,268,000
≡	ADMA	Direct	+80%	0.45%	2,784,110	$23,303,000
≡	PURR	Direct	Newly reported	0.44%	2,941,500	$23,150,000
≡	RMBS	Direct	Newly reported	0.44%	173,000	$22,964,000
≡	RYTM	Direct	Newly reported	0.43%	203,618	$22,608,000
≡	Unmapped CUSIP	Direct	Newly reported	0.43%	254,400	$22,418,000
≡	DAKT	Direct	+100%	0.42%	1,123,109	$21,968,000
≡	PCT	Direct	+178%	0.42%	2,681,415	$21,746,000
≡	SCCO	Direct	+1%	0.41%	123,060	$21,444,000
≡	LIN	Direct		0.41%	41,200	$21,380,000
≡	ENTG	Direct	Newly reported	0.41%	118,300	$21,277,000
≡	TEVA	Direct	−74%	0.41%	624,999	$21,175,000
≡	U	Direct		0.41%	738,785	$21,114,000
≡	AEVA	Direct	Newly reported	0.4%	720,175	$20,683,000
≡	RIOT	Direct	Newly reported	0.4%	754,800	$20,666,000
≡	Q	Direct		0.39%	125,655	$20,521,000
≡	EQIX	Direct	Newly reported	0.37%	18,450	$19,232,000
≡	LRCX	Direct	Newly reported	0.36%	43,600	$18,893,000
≡	Unmapped CUSIP	Direct	Newly reported	0.32%	356,600	$16,774,000
≡	BLTE	Direct		0.31%	106,100	$16,338,000
≡	RSP	Direct	Newly reported	0.3%	74,400	$15,830,000
≡	TXG	Direct	Newly reported	0.3%	403,100	$15,455,000
≡	WAB	Direct	−40%	0.29%	56,595	$15,258,000
≡	LLY	Direct	Newly reported	0.28%	12,380	$14,849,000
≡	XENE	Direct		0.28%	238,600	$14,402,000
≡	OLMA	Direct		0.24%	986,827	$12,345,000
≡	Unmapped CUSIP	Direct	Newly reported	0.2%	77,400	$10,560,000
≡	RKT	Direct	Newly reported	0.2%	652,220	$10,272,000
≡	BIDU	Direct	Newly reported	0.19%	88,200	$10,080,000
≡	ARM	Direct	−74%	0.19%	28,090	$9,960,000
≡	CVNA	Direct	Newly reported	0.19%	151,000	$9,939,000
≡	RDDT	Direct	Newly reported	0.19%	56,550	$9,816,000
≡	AA	Direct	−88%	0.19%	185,640	$9,679,000
≡	TMO	Direct	Newly reported	0.18%	19,200	$9,626,000
≡	DHR	Direct	Newly reported	0.18%	50,300	$9,581,000
≡	FFIV	Direct	Newly reported	0.18%	22,000	$9,151,000
≡	VIST	Direct		0.16%	134,700	$8,594,000
≡	Unmapped CUSIP	Direct	Newly reported	0.15%	300,200	$8,003,000
≡	JBS	Direct		0.15%	655,900	$7,772,000
≡	GLUE	Direct	Newly reported	0.14%	297,600	$7,202,000
≡	RLAY	Direct	Newly reported	0.13%	349,000	$6,530,000
≡	DBVT	Direct		0.12%	383,363	$6,287,000
≡	CCC	Direct	Newly reported	0.12%	1,170,900	$6,042,000
≡	UWMC	Direct	Newly reported	0.11%	2,583,000	$5,915,000
≡	Unmapped CUSIP	Direct	Newly reported	0.11%	311,100	$5,575,000
≡	SOLS	Direct		0.11%	62,525	$5,540,000
≡	FTAI	Direct	Newly reported	0.1%	20,200	$5,465,000
≡	BEAM	Direct	Newly reported	0.1%	153,600	$5,272,000
≡	AUR	Direct	Newly reported	0.08%	633,700	$4,322,000
≡	IREN	Direct	Newly reported	0.08%	87,100	$3,983,000
≡	GGAL	Direct	Newly reported	0.06%	59,500	$2,977,000
≡	WVE	Direct		0.02%	173,000	$1,005,000
≡	NET	Direct	SOLD	—	—	—
≡	LYB	Direct	SOLD	—	—	—
≡	TWST	Direct	SOLD	—	—	—
≡	COHR	Direct	SOLD	—	—	—
≡	CLS	Direct	SOLD	—	—	—

13F filings show reportable long securities and certain exchange-traded call/put positions; they do not disclose shorts, written options, cash, private assets, or vehicle-level allocation — methodology & caveats.

Duquesne Family Office

US 13F portfolio

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