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.
PROEstimated trade prices are PRO
See the average price in the quarter of each buy and sale and the move since. The first row of each group is open as a preview.
New positions 44
Est. buy price PRO
GOOGLNewAlphabet Inc. Class A2.8%
2.76 pt impact
$359.96
-1.7% since
FOXANewFox Corporation Class A2.6%
2.64 pt impact
CDWNewCDW Corporation2.4%
2.40 pt impact
BTDRNewBitdeer Technologies Group Class A1.5%
1.49 pt impact
DALNewDelta Air Lines, Inc.1.3%
1.30 pt impact
FLRNewFluor Corporation1.2%
1.18 pt impact
DHINewD.R. Horton, Inc.1.1%
1.12 pt impact
AMDNewAdvanced Micro Devices, Inc.1.0%
0.97 pt impact
PANWNewPalo Alto Networks, Inc.0.9%
0.91 pt impact
HUTNewHut 8 Corp.0.8%
0.83 pt impact
FOXNewFox Corporation Class B0.7%
0.68 pt impact
CVCONewCavco Industries, Inc.0.6%
0.56 pt impact
+32 more positions
Added to 15
Est. buy price PRO
AMZN+1,083%Amazon.com, Inc.3.0%
2.71 pt impact
$251.01
+3.0% since
UAL+203%United Airlines Holdings, Inc.2.5%
1.66 pt impact
- SESeagate Technology Hldngs Pl+141%Seagate Technology Hldngs Pl
2.7%
1.58 pt impact
TSM+19.1%Taiwan Semiconductor-Sp Adr6.5%
1.04 pt impact
STM+18.8%Stmicroelectronics Nv-Ny Shs5.3%
0.84 pt impact
NTRA+4.0%Natera, Inc.19.9%
0.76 pt impact
INSM+23.4%Insmed Incorporated3.5%
0.66 pt impact
- CRCrh Plc+46.6%Crh Plc
1.4%
0.43 pt impact
CLF+82.2%Cleveland-Cliffs Inc0.9%
0.41 pt impact
RVMD+26.5%Revolution Medicines, Inc.1.7%
0.36 pt impact
PCT+178%PureCycle Technologies Inc0.5%
0.32 pt impact
DAKT+99.6%Daktronics, Inc.0.5%
0.25 pt impact
+3 more positions
Trimmed 10
Est. sell price PRO
ROKU-75.5%Roku, Inc. Class A0.6%
-1.80 pt impact
$121.99
+25.1% since
AA-87.6%Alcoa Corporation0.2%
-1.57 pt impact
WWD-68.2%Woodward, Inc.0.7%
-1.41 pt impact
- TETeva Pharmaceutical Inds Ltd-73.7%Teva Pharmaceutical Inds Ltd
0.5%
-1.36 pt impact
ARM-73.7%Arm Holdings Plc-Adr0.2%
-0.64 pt impact
WAB-40.4%Westinghouse Air Brake Technologies Corporation0.4%
-0.24 pt impact
TBBB-6.7%BBB Foods, Inc. Class A2.8%
-0.20 pt impact
SNDK-8.5%Sandisk Corporation1.8%
-0.17 pt impact
ARGT-15.1%Global X Msci Argentina Etf0.7%
-0.12 pt impact
YPF-3.0%Ypf S.A.-Sponsored Adr3.3%
-0.10 pt impact
Sold out 23
Est. sell price PRO
AVGOSoldBroadcom Inc.2.1%
-2.06 pt impact
$400.96
-10.9% since
OPCHSoldOption Care Health Inc1.7%
-1.71 pt impact
FIGRSoldFigure Technology Solutions, Inc. Class A1.3%
-1.33 pt impact
QSRSoldRestaurant Brands International, Inc.1.1%
-1.14 pt impact
LSCCSoldLattice Semiconductor Corporation1.0%
-1.02 pt impact
HUMSoldHumana Inc.0.8%
-0.81 pt impact
TWLOSoldTwilio, Inc. Class A0.8%
-0.78 pt impact
JBLSoldJabil Inc.0.7%
-0.74 pt impact
GSGSoldIshares S&P Gsci Commodity I0.7%
-0.71 pt impact
BESoldBloom Energy Corporation Class A0.6%
-0.63 pt impact
INTCSoldIntel Corporation0.6%
-0.62 pt impact
NETSoldCloudflare Inc Class A0.4%
-0.37 pt impact
+11 more positions
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.