FilingsTodayDuquesne Family Office
At a glance
The family office of Stanley Druckenmiller, who once ran George Soros's Quantum Fund. He returned outside money in 2010 and now invests only his own, changing positions quickly as his view of the economy shifts.
At the end of 2026 Q2, Duquesne Family Office's 13F listed 85 US stocks worth $4.4M. The largest position was Natera at 19.9% of the portfolio, and the top 10 made up 53%, a moderately concentrated book. The five biggest holdings were Natera ($865K), Taiwan Semiconductor Manufacturing ($282K), STMicroelectronics ($232K), Insmed ($152K) and Fox ($145K).
Against 2026 Q1, it opened 43 new positions and sold out of 23. The largest new positions were Fox ($145K), Alphabet ($120K), CDW ($105K), Bitdeer Technologies Group ($65K) and Delta AIR Lines ($56K). Among the bigger holdings it added to Natera (+4% shares), Taiwan Semiconductor Manufacturing (+19.1% shares) and STMicroelectronics (+18.8% shares). It trimmed YPF Sociedad Anonima (-3%), BBB Foods (-6.7%) and Sandisk (-8.5%). Positions it exited include Broadcom, Option Care Health, Figure Technology Solutions, Restaurant Brands International and Lattice Semiconductor.
Over 8 quarters from 2024 Q3 to 2026 Q2, the reported portfolio went from $2.9M to $4.4M (+52.6%) and from 72 to 85 stocks. NTRA was the largest holding in every quarter. New positions and exits added up to 371 over these quarters.
Top 10 by weight
Quarter by quarter (last 8)
| Quarter | Total value | Stocks | New | Exited | Largest |
|---|---|---|---|---|---|
| 2026 Q2 | $4.4M | 85 | 43 | 23 | NTRA |
| 2026 Q1 | $2.9M | 65 | 30 | 23 | NTRA |
| 2025 Q4 | $4.2M | 58 | 26 | 30 | NTRA |
| 2025 Q3 | $3.9M | 62 | 29 | 32 | NTRA |
| 2025 Q2 | $3.9M | 65 | 31 | 15 | NTRA |
| 2025 Q1 | $3M | 49 | 12 | 37 | NTRA |
| 2024 Q4 | $3.6M | 74 | 21 | 19 | NTRA |
| 2024 Q3 | $2.9M | 72 | - | - | NTRA |
Holdings top 60
| Stock | Value | Weight | Share change |
|---|---|---|---|
| Natera NTRAAdded | $865K | 19.86% | +4.0% |
| Taiwan Semiconductor Manufacturing TSMAdded | $282K | 6.47% | +19.1% |
| STMicroelectronics STMAdded | $232K | 5.34% | +18.8% |
| Insmed INSMAdded | $152K | 3.49% | +23.4% |
| Fox FOXANew | $145K | 3.32% | New |
| YPF Sociedad Anonima YPFReduced | $143K | 3.28% | -3.0% |
| Amazon COM AMZNAdded | $129K | 2.96% | +1082.5% |
| BBB Foods TBBBReduced | $121K | 2.78% | -6.7% |
| Alphabet GOOGLNew | $120K | 2.76% | New |
| Ishares | $119K | 2.72% | 0.0% |
| Seagate Technology Holdings STXAdded | $118K | 2.70% | +140.6% |
| United Airlines Holdings UALAdded | $108K | 2.48% | +202.8% |
| Sea SE | $105K | 2.42% | 0.0% |
| CDW CDWNew | $105K | 2.40% | New |
| NewAmsterdam Pharma NAMS | $104K | 2.39% | 0.0% |
| Sandisk SNDKReduced | $79K | 1.82% | -8.5% |
| Revolution Medicines RVMDAdded | $75K | 1.72% | +26.5% |
| Bitdeer Technologies Group BTDRNew | $65K | 1.49% | New |
| CrhAdded | $59K | 1.36% | +46.6% |
| Delta AIR Lines DALNew | $56K | 1.30% | New |
| Fluor FLRNew | $51K | 1.18% | New |
| Horton D R DHINew | $49K | 1.12% | New |
| Coupang CPNG | $46K | 1.06% | 0.0% |
| Advanced Micro Devices AMDNew | $42K | 0.97% | New |
| Palo Alto Networks PANWNew | $40K | 0.91% | New |
| Cleveland-Cliffs CLFAdded | $40K | 0.91% | +82.2% |
| Hut 8 HUTNew | $36K | 0.83% | New |
| Caris Life Sciences CAI | $34K | 0.78% | 0.0% |
| Global X FdsReduced | $30K | 0.69% | -15.1% |
| Woodward WWDReduced | $29K | 0.66% | -68.2% |
| Nuvation Bio NUVB | $26K | 0.59% | 0.0% |
| Protagonist Therapeutics PTGXAdded | $26K | 0.59% | +30.8% |
| Roku ROKUReduced | $25K | 0.58% | -75.5% |
| Cavco Industries CVCONew | $24K | 0.56% | New |
| Adma Biologics ADMAAdded | $23K | 0.54% | +80.1% |
| Hyperliquid Strategies PURRNew | $23K | 0.53% | New |
| Rambus RMBSNew | $23K | 0.53% | New |
| Rhythm Pharmaceuticals RYTMNew | $23K | 0.52% | New |
| Champion Homes SKYNew | $22K | 0.51% | New |
| Daktronics DAKTAdded | $22K | 0.50% | +99.6% |
| PureCycle Technologies PCTAdded | $22K | 0.50% | +178.4% |
| Southern Copper Corp/ SCCO | $21K | 0.49% | +1.0% |
| Linde LIN | $21K | 0.49% | 0.0% |
| Entegris ENTGNew | $21K | 0.49% | New |
| Teva Pharmaceutical Industries TEVAReduced | $21K | 0.49% | -73.7% |
| Unity Software U | $21K | 0.48% | 0.0% |
| Aeva Technologies AEVANew | $21K | 0.48% | New |
| Riot Platforms RIOTNew | $21K | 0.47% | New |
| Qnity Electronics Q | $21K | 0.47% | 0.0% |
| Equinix EQIXNew | $19K | 0.44% | New |
| LAM Research LRCXNew | $19K | 0.43% | New |
| Definium Therapeutics DFTXNew | $17K | 0.39% | New |
| Belite BIO BLTE | $16K | 0.38% | 0.0% |
| Invesco Exchange Traded Fd TNew | $16K | 0.36% | New |
| 10x Genomics TXGNew | $15K | 0.35% | New |
| WabtecReduced | $15K | 0.35% | -40.4% |
| ELI Lilly & LLYNew | $15K | 0.34% | New |
| Xenon Pharmaceuticals XENE | $14K | 0.33% | 0.0% |
| Olema Pharmaceuticals OLMA | $12K | 0.28% | 0.0% |
| Repligen RGENNew | $11K | 0.24% | New |
Sold out (vs 2026 Q1)
Source: SEC Form 13F. Options and bonds are excluded; multiple lines for the same stock are combined. Stocks are matched by their SEC-registered names.