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.
Filings between 13Fs
Form 4 (insider trades, filed within 2 business days) and Schedule 13D/13G (stakes above 5%). Much fresher than a 13F, which can be 45 days old.
2 new filings since the last 13F
13G · passive stakeGuardian Metal Resources PlcGMTLSep 14, 2026
12.7% stake · 24.70M sharesSEC- 13G · passive stake
Sep 14, 2026
- 13G · passive stake
Jul 29, 2026
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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.