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TheDesperateTrader
Smart Money · 13F Portfolio

Stanley Druckenmiller

TheDesperateTrader.com· Duquesne Family Office, latest reported equity holdings
Portfolio value
$3M
Positions
62
New this quarter
28
Reported
May 15

Stanley Druckenmiller’s latest 13F equity portfolio (filed as Duquesne Family Office), straight from the SEC filing on May 15, 2026. Positions are ranked by size; the ones Stanley Druckenmiller opened or added to this quarter are flagged. This is what a 13F shows: reported long U.S. equity positions as of the quarter-end. It is not the full picture and it is not advice.

How Stanley Druckenmiller invests

Derived from the 13F filing itself, not commentary.

Top 5 weight
45%
Top 10 weight
61%
Holdings
62
New this quarter
28
  • Moderately concentrated: the top 5 positions are 45% of the reported book.
  • Largest position is NTRA at 22.3% of the book.
  • Opened 28 new positions last quarter, the biggest being AVGO.
  • Net seller among existing holdings: trimmed 13 and added to 6.
  • Large-cap oriented: 85% of measurable value sits in $10B+ companies.
  1. 1$NTRANatera Inc$613K22.3% of book
  2. 2$INSMInsmed Inc$189K6.9% of book
  3. 3$TSMTaiwan Semiconductor Manufac$167K6.1% of book
  4. 4$YPFAdded +433%Ypf Sociedad Anonima$150K5.4% of book
  5. 5$TBBBBbb Foods Inc$110K4.0% of book
  6. 6$AAAlcoa Corp$99K3.6% of book
  7. 7$NAMSNewamsterdam Pharma Company$98K3.6% of book
  8. 8$SESea Ltd$91K3.3% of book
  9. 9$STMAdded +238%Stmicroelectronics N V$90K3.3% of book
  10. 10$WWDTrimmedWoodward Inc$76K2.8% of book
  11. 11$TEVATrimmedTeva Pharmaceutical Inds Ltd$72K2.6% of book
  12. 12$ROKUAdded +29%Roku Inc$71K2.6% of book
  13. 13$AVGONewBroadcom Inc$61K2.2% of book
  14. 14$CPNGTrimmedCoupang Inc$50K1.8% of book
  15. 15$OPCHOption Care Health Inc$50K1.8% of book
  16. 16Crh PlcCrh Plc$40K1.4% of book
  17. 17$FIGRTrimmedFigure Technology Solutio$39K1.4% of book
  18. 18$CAINewCaris Life Sciences Inc$34K1.2% of book
  19. 19$QSPTrimmedRestaurant Brands Intl Inc$34K1.2% of book
  20. 20$RVMDNewRevolution Medicines Inc$31K1.1% of book
  21. 21$LSCCTrimmedLattice Semiconductor Corp$30K1.1% of book
  22. 22$SNDKNewSandisk Corp$24K0.9% of book
  23. 23United Airls Hldgs IncUnited Airls Hldgs Inc$24K0.9% of book
  24. 24$HUMNewHumana Inc$24K0.9% of book
  25. 25WabtecTrimmedWabtec$24K0.9% of book
  26. 26$TWLONewTwilio Inc$23K0.8% of book
  27. 27$JBLNewJabil Inc$22K0.8% of book
  28. 28$SCCOSouthern Copper Corp$21K0.8% of book
  29. 29$LINNewLinde Plc$20K0.7% of book
  30. 30$STXNewSeagate Technology Hldngs Pl$20K0.7% of book
  31. 31Cleveland-Cliffs Inc NewAdded +33%Cleveland-Cliffs Inc New$20K0.7% of book
  32. 32$NUVBNewNuvation Bio Inc$19K0.7% of book
  33. 33$BETrimmedBloom Energy Corp$18K0.7% of book
  34. 34$INTCNewIntel Corp$18K0.7% of book
  35. 35$BLTENewBelite Bio Inc Sponsored$17K0.6% of book
  36. 36$PTGXProtagonist Therapeutics Inc$17K0.6% of book
  37. 37$UAdded +80%Unity Software Inc$16K0.6% of book
  38. 38Arm Holdings PlcNewArm Holdings Plc$16K0.6% of book
  39. 39$OLMANewOlema Pharmaceuticals Inc$15K0.5% of book
  40. 40$QNewQnity Electronics Inc$14K0.5% of book
  41. 41$ADMAAdded +513%Adma Biologics Inc$14K0.5% of book
  42. 42$XENENewXenon Pharmaceuticals Inc$14K0.5% of book
  43. 43$JBSNewJbs N.V.$12K0.4% of book
  44. 44$DAKTTrimmedDaktronics Inc$11K0.4% of book
  45. 45$NETNewCloudflare Inc$11K0.4% of book
  46. 46$LYBNewLyondellbasell Industries Nv$11K0.4% of book
  47. 47$VISTNewVista Energy S.A.B. De C.V.$10K0.4% of book
  48. 48$TWSTNewTwist Bioscience Corp$10K0.4% of book
  49. 49$COHRNewCoherent Corp$10K0.4% of book
  50. 50$AMZNTrimmedAmazon Com Inc$10K0.3% of book
  51. 51$CLSNewCelestica Inc$9K0.3% of book
  52. 52$STUBTrimmedStubhub Hldgs Inc$9K0.3% of book
  53. 53$DBVTNewDbv Technologies S A Sponsored$8K0.3% of book
  54. 54$MUNewMicron Technology Inc$8K0.3% of book
  55. 55$ECHOEchostar Corp$7K0.3% of book
  56. 56Almonty Inds IncAlmonty Inds Inc$7K0.2% of book
  57. 57$PCTTrimmedPurecycle Technologies Inc$5K0.2% of book
  58. 58$LITENewLumentum Hldgs Inc$5K0.2% of book
  59. 59$MELITrimmedMercadolibre Inc$5K0.2% of book
  60. 60$SOLSNewSolstice Advanced Matls Inc$5K0.2% of book

Updated Aug 6, 12:30 PM. Sourced from SEC EDGAR 13F filings. Showing the top 60 positions by value.

Common questions about Stanley Druckenmiller

What stocks does Stanley Druckenmiller own?

Stanley Druckenmiller reported 62 equity positions worth $3M in the latest 13F filed May 15, 2026. The largest by value are NTRA, INSM, TSM, YPF, TBBB, AA, NAMS and SE. The full ranked list is on this page.

What is Stanley Druckenmiller's biggest holding?

NTRA is the largest reported position at $1M, about 22.3% of the reported book, held as 3,063,606 shares.

What did Stanley Druckenmiller buy recently?

Stanley Druckenmiller opened 28 new positions in the latest quarter. The largest new buys were AVGO, CAI, RVMD, SNDK, HUM and TWLO. Stanley Druckenmiller also added to 6 existing positions, including YPF, STM, ROKU and Cleveland-Cliffs Inc New.

What did Stanley Druckenmiller sell recently?

Stanley Druckenmiller reduced 13 reported positions last quarter, the largest of them being WWD, TEVA, CPNG, FIGR and QSP. Note that a position exited completely stops appearing in the 13F entirely, so full exits show up as a name disappearing rather than as a sale.

Is Stanley Druckenmiller buying or selling right now?

Across the reported book, Stanley Druckenmiller added to 6 positions and trimmed 13, which makes the latest quarter a net selling one. "Right now" is the important caveat: a 13F is a snapshot as of the quarter end, filed up to 45 days later, so it shows what was held then, not what is held today.

What fund does Stanley Druckenmiller run?

The filings on this page come from Duquesne Family Office, SEC CIK 1536411. That is the entity that files the 13F, which is why holdings are reported under the firm name rather than the person's name.

Is this Stanley Druckenmiller's current portfolio?

No. It is the most recent one that has been publicly filed. Institutional managers report holdings quarterly on Form 13F, as of the last day of the quarter, with up to 45 days to file. This page reflects the filing dated May 15, 2026 and updates automatically when the next one hits SEC EDGAR.

Does this show Stanley Druckenmiller's short positions or options?

Mostly no. A 13F covers reported long U.S. exchange-traded equity positions and some equity options and convertibles. Short positions are not disclosed, and neither are bonds, cash, commodities, currencies, or foreign-listed holdings. A manager with a large short book or heavy non-equity exposure can look very different in a 13F than in reality.

How do I track Stanley Druckenmiller's next moves?

This page rebuilds straight from SEC EDGAR, so the next 13F appears here as soon as it is filed. New stakes disclosed between quarters on Schedule 13D and 13G show up on the Smart Money page ahead of the next 13F, because those filings are due within days of crossing a 5% ownership threshold rather than at quarter end.