Stanley Druckenmiller
Duquesne Family Office
Macro investor and George Soros's former partner. Now manages his own family's money and turns the portfolio over quickly.
13F portfolio value
Q2 2026
$4.35B
1-year growth
+11.2%
2-year growth
+54.4%
Positions
86
Top 10 share
52.4%
Quarterly turnover
22.3%
Last filed
Aug 14, 2026
Q2 2026: summary
MakklerAI- At June 30, 2026, the portfolio was $4.4B across 86 positions, versus $2.9B and 65 positions the prior quarter; turnover was 22.3%.
- NTRA remained the largest holding at 19.9%, down from 20.9%; the top 10 made up 52.4% of the portfolio, and Health Technology accounted for 30.9%.
- AMZN shares rose 1,082.5% to a 3.0% weight, while TSM shares increased 19.1% to 6.5%; GOOGL was a new 2.8% position.
- Druckenmiller opened 44 positions and exited 23, including AVGO; he cut ROKU shares 75.5%, leaving it at 0.6% of the portfolio.
PROStill at the same price?
A 13F arrives 45 days late. See the estimated buy price of the other 84 positions, the move since, and where each stands against Makkler Fair Value with MakklerPRO.
NTRANatera, Inc.19.9%+4.0%- Price
- $395.66
- Since est. buy
- +85.6%
- Fair Value gap
- -38.5%
TSMTaiwan Semiconductor-Sp Adr6.5%+19.1%- Price
- $445.12
- Since est. buy
- +9.7%
- Fair Value gap
- -23.1%
STMStmicroelectronics Nv-Ny Shs5.3%+18.8%- Price
- $49.57
- Since est. buy
- Fair Value gap
INSMInsmed Incorporated3.5%+23.4%- Price
- $96.79
- Since est. buy
- Fair Value gap
YPFYpf S.A.-Sponsored Adr3.3%-3.0%- Price
- $51.79
- Since est. buy
- Fair Value gap
AMZNAmazon.com, Inc.3.0%+1,083%- Price
- $258.58
- Since est. buy
- Fair Value gap
TBBBBBB Foods, Inc. Class A2.8%-6.7%- Price
- $56.44
- Since est. buy
- Fair Value gap
GOOGLAlphabet Inc. Class A2.8%New- Price
- $353.78
- Since est. buy
- Fair Value gap
EWZIshares Msci Brazil Etf2.7%Unchanged- Price
- $42.87
- Since est. buy
- Fair Value gap
- SESeagate Technology Hldngs PlSeagate Technology Hldngs Pl2.7%+141%
- Price
- —
- Since est. buy
- Fair Value gap
FOXAFox Corporation Class A2.6%New- Price
- $62.50
- Since est. buy
- Fair Value gap
UALUnited Airlines Holdings, Inc.2.5%+203%- Price
- $103.23
- Since est. buy
- Fair Value gap
SESea Ltd-Adr2.4%Unchanged- Price
- $95.93
- Since est. buy
- Fair Value gap
CDWCDW Corporation2.4%New- Price
- $151.97
- Since est. buy
- Fair Value gap
- NENewamsterdam Pharma CompanyNewamsterdam Pharma Company2.4%Unchanged
- Price
- —
- Since est. buy
- Fair Value gap
SNDKSandisk Corporation1.8%-8.5%- Price
- $1,482.33
- Since est. buy
- Fair Value gap
RVMDRevolution Medicines, Inc.1.7%+26.5%- Price
- $188.44
- Since est. buy
- Fair Value gap
BTDRBitdeer Technologies Group Class A1.5%New- Price
- $9.21
- Since est. buy
- Fair Value gap
- CRCrh PlcCrh Plc1.4%+46.6%
- Price
- —
- Since est. buy
- Fair Value gap
DALDelta Air Lines, Inc.1.3%New- Price
- $79.57
- Since est. buy
- Fair Value gap
FLRFluor Corporation1.2%New- Price
- $49.75
- Since est. buy
- Fair Value gap
DHID.R. Horton, Inc.1.1%New- Price
- $135.45
- Since est. buy
- Fair Value gap
CPNGCoupang, Inc. Class A1.1%Unchanged- Price
- $15.12
- Since est. buy
- Fair Value gap
AMDAdvanced Micro Devices, Inc.1.0%New- Price
- $605.53
- Since est. buy
- Fair Value gap
PANWPalo Alto Networks, Inc.0.9%New- Price
- $397.03
- Since est. buy
- Fair Value gap
CLFCleveland-Cliffs Inc0.9%+82.2%- Price
- $12.86
- Since est. buy
- Fair Value gap
HUTHut 8 Corp.0.8%New- Price
- $83.61
- Since est. buy
- Fair Value gap
CAICaris Life Sciences, Inc.0.8%Unchanged- Price
- $29.53
- Since est. buy
- Fair Value gap
ARGTGlobal X Msci Argentina Etf0.7%-15.1%- Price
- $88.67
- Since est. buy
- Fair Value gap
FOXFox Corporation Class B0.7%New- Price
- $55.93
- Since est. buy
- Fair Value gap
WWDWoodward, Inc.0.7%-68.2%- Price
- $332.50
- Since est. buy
- Fair Value gap
NUVBNuvation Bio, Inc. Class A0.6%Unchanged- Price
- $4.72
- Since est. buy
- Fair Value gap
PTGXProtagonist Therapeutics, Inc.0.6%+30.8%- Price
- $138.49
- Since est. buy
- Fair Value gap
ROKURoku, Inc. Class A0.6%-75.5%- Price
- $152.66
- Since est. buy
- Fair Value gap
CVCOCavco Industries, Inc.0.6%New- Price
- $528.64
- Since est. buy
- Fair Value gap
ADMAADMA Biologics, Inc.0.5%+80.1%- Price
- $10.31
- Since est. buy
- Fair Value gap
PURRHyperliquid Strategies, Inc0.5%New- Price
- $10.23
- Since est. buy
- Fair Value gap
RMBSRambus Inc.0.5%New- Price
- $98.17
- Since est. buy
- Fair Value gap
RYTMRhythm Pharmaceuticals, Inc.0.5%New- Price
- $86.61
- Since est. buy
- Fair Value gap
SKYChampion Homes, Inc.0.5%New- Price
- $78.41
- Since est. buy
- Fair Value gap
Values are US dollar amounts as of the filing. The estimated buy price is the quarter's average close; Fair Value is the same model as on Makkler's stock pages.
Option positions
A 13F reports options at the value of the underlying stock; they are left out of portfolio weights.
- RSP CALL$174.68M
- EWZ CALL$145.87M
- INSM CALL$143.94M
- AMZN CALL$109.47M
- IWM CALL$99.15M
- SPY CALL$67.21M
- TSLA CALL$53.00M
- CDW CALL$35.16M
- META CALL$28.17M
MakklerAI
Ask MakklerAI about Stanley Druckenmiller's portfolio
Explore this quarter's moves and where each position stands against its estimated buy price and Makkler Fair Value. Answers are based on the 13F and today's prices.