Stanley Druckenmiller
Duquesne Family Office
Portfolio (13F)
$3.38B
Holdings
68
As of
Mar 31, 2026
Latest moves — news scan (AI)
A daily AI scan of news & filings — beyond the official (lagged) 13F.
Scanning recent news…
AI insight on these moves
New buys
15Broadcom INC
195.96K shares · 1.80% of port.
$60.65M
New
Global X Fds
387.40K shares · 1.07% of port.
$36.15M
New
Caris Life Sciences INC
1.89M shares · 1.00% of port.
$33.87M
New
Revolution Medicines INC
315.86K shares · 0.91% of port.
$30.72M
New
Sandisk CORP
38.16K shares · 0.72% of port.
$24.24M
New
Humana INC
137.50K shares · 0.71% of port.
$23.84M
New
Twilio INC
181.76K shares · 0.68% of port.
$22.87M
New
Jabil INC
82.20K shares · 0.65% of port.
$21.84M
New
Ishares S&Amp;P Gsci Commodity-
643.00K shares · 0.61% of port.
$20.74M
New
Linde PLC
41.20K shares · 0.60% of port.
$20.43M
New
Seagate Technology Hldngs Pl
50.70K shares · 0.59% of port.
$19.86M
New
Nuvation Bio INC
4.54M shares · 0.58% of port.
$19.48M
New
Intel CORP
411.40K shares · 0.54% of port.
$18.16M
New
Belite Bio INC Sponsored
106.10K shares · 0.50% of port.
$16.92M
New
Arm Holdings PLC
106.70K shares · 0.48% of port.
$16.14M
New
Sold out
15Select Sector Spdr Tr
0 shares
$300.99M
Exited
Alphabet INC
0 shares
$120.50M
Exited
Cogent Biosciences INC
0 shares
$78.66M
Exited
Entegris INC
0 shares
$71.12M
Exited
Docusign INC
0 shares
$69.70M
Exited
Ishares Tr
0 shares
$49.38M
Exited
Delta Air Lines INC Del
0 shares
$45.17M
Exited
On Semiconductor CORP
0 shares
$29.04M
Exited
Flutter Entmt PLC
0 shares
$24.78M
Exited
Aeva Technologies INC
0 shares
$24.23M
Exited
Goldman Sachs Group INC
0 shares
$24.17M
Exited
Rh
0 shares
$15.80M
Exited
Chipotle Mexican Grill INC
0 shares
$14.50M
Exited
Zillow Group INC
0 shares
$13.14M
Exited
Cidara Therapeutics INC
0 shares
$10.93M
Exited
Added
12Natera INC
3.06M shares · 18.14% of port.
$612.69M
+21.99%
Ypf Sociedad Anonima
3.24M shares · 4.43% of port.
$149.57M
+433.12%
Bbb Foods INC
3.11M shares · 3.26% of port.
$109.97M
+16.23%
Alcoa CORP
1.49M shares · 2.93% of port.
$99.06M
+8.53%
Sea LTD
1.10M shares · 2.70% of port.
$91.08M
+16.50%
Stmicroelectronics N V
2.61M shares · 2.67% of port.
$90.28M
+237.78%
Roku INC
750.19K shares · 2.10% of port.
$70.98M
+28.68%
Option Care Health INC
1.87M shares · 1.49% of port.
$50.30M
+7.02%
Southern Copper CORP
121.84K shares · 0.62% of port.
$20.96M
+0.85%
Cleveland-Cliffs INC New
2.31M shares · 0.58% of port.
$19.55M
+32.53%
Unity Software INC
738.78K shares · 0.48% of port.
$16.21M
+80.18%
Adma Biologics INC
1.55M shares · 0.41% of port.
$13.93M
+512.85%
Trimmed
15Ishares INC
7.66M shares · 8.71% of port.
$294.23M
-1.50%
Insmed INC
1.15M shares · 5.59% of port.
$188.72M
-22.11%
Taiwan Semiconductor Manufac
495.28K shares · 4.96% of port.
$167.38M
-8.80%
Invesco Exchange Traded Fd T
821.00K shares · 4.67% of port.
$157.57M
-30.06%
Woodward INC
211.35K shares · 2.24% of port.
$75.65M
-64.23%
Teva Pharmaceutical Inds LTD
2.38M shares · 2.12% of port.
$71.60M
-59.53%
Amazon COM INC
245.80K shares · 1.52% of port.
$51.19M
-70.67%
Coupang INC
2.67M shares · 1.49% of port.
$50.36M
-60.62%
Crh PLC
377.56K shares · 1.18% of port.
$39.69M
-20.51%
Figure Technology Solutio
1.15M shares · 1.16% of port.
$39.06M
-25.29%
Restaurant Brands Intl INC
454.44K shares · 0.99% of port.
$33.58M
-62.41%
Lattice Semiconductor CORP
323.13K shares · 0.89% of port.
$29.97M
-65.10%
United Airls Hldgs INC
262.50K shares · 0.72% of port.
$24.17M
-24.66%
Wabtec
94.89K shares · 0.70% of port.
$23.71M
-68.38%
Ishares Tr
79.00K shares · 0.58% of port.
$19.59M
-65.04%
Top holdings
25Natera INC
3.06M shares · 18.14% of port.
$612.69M
+21.99%
Ishares INC
7.66M shares · 8.71% of port.
$294.23M
-1.50%
Insmed INC
1.15M shares · 5.59% of port.
$188.72M
-22.11%
Taiwan Semiconductor Manufac
495.28K shares · 4.96% of port.
$167.38M
-8.80%
Invesco Exchange Traded Fd T
821.00K shares · 4.67% of port.
$157.57M
-30.06%
Ypf Sociedad Anonima
3.24M shares · 4.43% of port.
$149.57M
+433.12%
Bbb Foods INC
3.11M shares · 3.26% of port.
$109.97M
+16.23%
Alcoa CORP
1.49M shares · 2.93% of port.
$99.06M
+8.53%
Newamsterdam Pharma Company
3.07M shares · 2.91% of port.
$98.28M
0.00%
Sea LTD
1.10M shares · 2.70% of port.
$91.08M
+16.50%
Stmicroelectronics N V
2.61M shares · 2.67% of port.
$90.28M
+237.78%
Woodward INC
211.35K shares · 2.24% of port.
$75.65M
-64.23%
Teva Pharmaceutical Inds LTD
2.38M shares · 2.12% of port.
$71.60M
-59.53%
Roku INC
750.19K shares · 2.10% of port.
$70.98M
+28.68%
Broadcom INC
195.96K shares · 1.80% of port.
$60.65M
—
State Str Spdr S&Amp;P 500 ETF T
90.00K shares · 1.73% of port.
$58.53M
0.00%
Amazon COM INC
245.80K shares · 1.52% of port.
$51.19M
-70.67%
Coupang INC
2.67M shares · 1.49% of port.
$50.36M
-60.62%
Option Care Health INC
1.87M shares · 1.49% of port.
$50.30M
+7.02%
Crh PLC
377.56K shares · 1.18% of port.
$39.69M
-20.51%
Figure Technology Solutio
1.15M shares · 1.16% of port.
$39.06M
-25.29%
Global X Fds
387.40K shares · 1.07% of port.
$36.15M
—
Caris Life Sciences INC
1.89M shares · 1.00% of port.
$33.87M
—
Restaurant Brands Intl INC
454.44K shares · 0.99% of port.
$33.58M
-62.41%
Revolution Medicines INC
315.86K shares · 0.91% of port.
$30.72M
—
13F data from SEC EDGAR: a snapshot of US long equity positions, lagged up to ~45 days after quarter-end. Excludes shorts, cash, bonds and non-US holdings. For research only — not investment advice.