Duquesne Family Office

Long / Short

Manager: Stanley Druckenmiller
Quarter: Q2 2026
Filed: 2026-08-14
13F value: $4.35B
Positions: 87
CIK: 0001536411

Weights are % of 13F book — no reported capital figure for this filer.i

Min weight

#					# Shares			Source
1	Natera IncNTRA HISTORY	19.86%	+4.0%	$864.9M	3,186,306	+122,700	2.21%	13F
2	Taiwan Semiconductor ManufacTSM HISTORY	6.47%	+19.1%	$281.6M	589,680	+94,400	0.00%	13F
3	Stmicroelectronics N VSTM HISTORY	5.34%	+18.8%	$232.4M	3,102,880	+490,000	0.35%	13F
4	Insmed IncINSM HISTORY	3.49%	+23.4%	$151.9M	1,424,690	+270,600	0.65%	13F
5	Ypf Sociedad AnonimaYPF HISTORY	3.28%	(3.0%)	$142.7M	3,138,897	(97,065)	0.80%	13F
6	Amazon Com IncAMZN HISTORY	2.96%	+1,082.5%	$129.1M	541,600	+495,800	0.01%	13F
7	Bbb Foods IncTBBB HISTORY	2.78%	(6.7%)	$120.9M	2,901,733	(207,469)	3.70%	13F+13G
8	Alphabet IncGOOGL HISTORY	2.76%	NEW	$120.2M	336,300	+336,300	0.00%	13F
9	Ishares IncEWZ HISTORY	2.72%	—	$118.5M	3,436,170	—	—	13F
10	Seagate Technology Hldngs PlSTX HISTORY	2.70%	+140.6%	$117.7M	122,000	+71,300	0.05%	13F
11	Fox CorpFOXA HISTORY	2.64%	NEW	$115.0M	2,204,600	+2,204,600	220460000.00%	13F
12	United Airls Hldgs IncUAL HISTORY	2.48%	+202.8%	$108.1M	794,795	+532,300	—	13F
13	Sea LtdSE HISTORY	2.42%	—	$105.4M	1,099,905	—	0.18%	13F
14	Cdw CorpCDW HISTORY	2.40%	NEW	$104.6M	743,950	+743,950	0.60%	13F
15	Newamsterdam Pharma CompanyNAMS HISTORY	2.39%	—	$104.0M	3,070,146	—	2.57%	13F
16	Sandisk CorpSNDK HISTORY	1.82%	(8.5%)	$79.4M	34,900	(3,255)	0.02%	13F
17	Revolution Medicines IncRVMD HISTORY	1.72%	+26.5%	$74.8M	399,587	+83,727	0.19%	13F
18	Bitdeer Technologies GroupBTDR HISTORY	1.49%	NEW	$64.7M	4,074,993	+4,074,993	1.73%	13F
19	Crh PlcCRH HISTORY	1.36%	+46.6%	$59.2M	553,555	+176,000	0.08%	13F
20	Delta Air Lines IncDAL HISTORY	1.30%	NEW	$56.5M	603,000	+603,000	0.09%	13F
21	Fluor CorpFLR HISTORY	1.18%	NEW	$51.5M	982,200	+982,200	0.73%	13F
22	D R Horton IncDHI HISTORY	1.12%	NEW	$48.7M	299,000	+299,000	—	13F
23	Coupang IncCPNG HISTORY	1.06%	—	$46.3M	2,667,485	—	0.15%	13F
24	Advanced Micro Devices IncAMD HISTORY	0.97%	NEW	$42.3M	72,900	+72,900	0.00%	13F
25	Palo Alto Networks IncPANW HISTORY	0.91%	NEW	$39.8M	116,650	+116,650	0.01%	13F
26	Cleveland-Cliffs Inc NewCLF HISTORY	0.91%	+82.2%	$39.6M	4,216,184	+1,902,729	0.74%	13F
27	Hut 8 CorpHUT HISTORY	0.83%	NEW	$36.3M	314,150	+314,150	0.25%	13F
28	Caris Life Sciences IncCAI HISTORY	0.78%	—	$33.8M	1,894,450	—	0.67%	13F
29	Global X FdsARGT HISTORY	0.69%	(15.1%)	$30.0M	328,800	(58,600)	—	13F
30	Fox CorpFOX HISTORY	0.68%	NEW	$29.6M	632,600	+632,600	63260000.00%	13F
31	Woodward IncWWD HISTORY	0.66%	(68.2%)	$28.6M	67,194	(144,161)	0.11%	13F
32	Nuvation Bio IncNUVB HISTORY	0.59%	—	$25.8M	4,539,800	—	1.29%	13F
33	Protagonist Therapeutics IncPTGX HISTORY	0.59%	+30.8%	$25.6M	208,900	+49,200	0.32%	13F
34	Roku IncROKU HISTORY	0.58%	(75.5%)	$25.4M	184,055	(566,135)	0.12%	13F
35	Cavco Inds Inc DelCVCO HISTORY	0.56%	NEW	$24.3M	39,500	+39,500	0.51%	13F
36	Adma Biologics IncADMA HISTORY	0.54%	+80.1%	$23.3M	2,784,110	+1,238,500	1.24%	13F
37	Hyperliquid Strategies IncPURR HISTORY	0.53%	NEW	$23.2M	2,941,500	+2,941,500	1.49%	13F
38	Rambus Inc DelRMBS HISTORY	0.53%	NEW	$23.0M	173,000	+173,000	—	13F
39	Rhythm Pharmaceuticals IncRYTM HISTORY	0.52%	NEW	$22.6M	203,618	+203,618	0.30%	13F
40	Champion Homes IncSKY HISTORY	0.51%	NEW	$22.4M	254,400	+254,400	0.47%	13F
41	Daktronics IncDAKT HISTORY	0.50%	+99.6%	$22.0M	1,123,109	+560,472	2.34%	13F
42	Purecycle Technologies IncPCT HISTORY	0.50%	+178.4%	$21.7M	2,681,415	+1,718,226	1.33%	13F
43	Southern Copper CorpSCCO HISTORY	0.49%	+1.0%	$21.4M	123,060	+1,217	0.01%	13F
44	Linde PlcLIN HISTORY	0.49%	—	$21.4M	41,200	—	0.01%	13F
45	Entegris IncENTG HISTORY	0.49%	NEW	$21.3M	118,300	+118,300	0.08%	13F
46	Teva Pharmaceutical Inds LtdTEVA HISTORY	0.49%	(73.7%)	$21.2M	624,999	(1,752,286)	0.05%	13F
47	Unity Software IncU HISTORY	0.48%	—	$21.1M	738,785	—	0.17%	13F
48	Aeva Technologies IncAEVA HISTORY	0.48%	NEW	$20.7M	720,175	+720,175	1.03%	13F
49	Riot Platforms IncRIOT HISTORY	0.47%	NEW	$20.7M	754,800	+754,800	0.20%	13F
50	Qnity Electronics IncQ HISTORY	0.47%	—	$20.5M	125,655	—	0.06%	13F
51	Equinix IncEQIX HISTORY	0.44%	NEW	$19.2M	18,450	+18,450	0.02%	13F
52	Lam Research CorpLRCX HISTORY	0.43%	NEW	$18.9M	43,600	+43,600	0.00%	13F
53	Definium Therapeutics IncDFTX HISTORY	0.39%	NEW	$16.8M	356,600	+356,600	0.27%	13F
54	Belite Bio Inc SponsoredBLTE HISTORY	0.38%	—	$16.3M	106,100	—	0.27%	13F
55	Invesco Exchange Traded Fd TRSP HISTORY	0.36%	NEW	$15.8M	74,400	+74,400	—	13F
56	10X Genomics IncTXG HISTORY	0.35%	NEW	$15.5M	403,100	+403,100	0.31%	13F
57	WabtecWAB HISTORY	0.35%	(40.4%)	$15.3M	56,595	(38,300)	—	13F
58	Eli Lilly & CoLLY HISTORY	0.34%	NEW	$14.8M	12,380	+12,380	0.00%	13F
59	Xenon Pharmaceuticals IncXENE HISTORY	0.33%	—	$14.4M	238,600	—	0.25%	13F
60	Olema Pharmaceuticals IncOLMA HISTORY	0.28%	—	$12.3M	986,827	—	1.13%	13F
61	Repligen CorpRGEN HISTORY	0.24%	NEW	$10.6M	77,400	+77,400	0.14%	13F
62	Rocket Cos IncRKT HISTORY	0.24%	NEW	$10.3M	652,220	+652,220	0.11%	13F
63	Baidu IncBIDU HISTORY	0.23%	NEW	$10.1M	88,200	+88,200	0.25%	13F
64	Arm Holdings PlcARM HISTORY	0.23%	(73.7%)	$10.0M	28,090	(78,610)	0.00%	13F
65	Carvana CoCVNA HISTORY	0.23%	NEW	$9.9M	151,000	+151,000	0.02%	13F
66	Reddit IncRDDT HISTORY	0.23%	NEW	$9.8M	56,550	+56,550	0.03%	13F
67	Alcoa CorpAA HISTORY	0.22%	(87.6%)	$9.7M	185,640	(1,307,750)	0.07%	13F
68	Thermo Fisher Scientific IncTMO HISTORY	0.22%	NEW	$9.6M	19,200	+19,200	0.01%	13F
69	Danaher Corp DelDHR HISTORY	0.22%	NEW	$9.6M	50,300	+50,300	0.01%	13F
70	F5 IncFFIV HISTORY	0.21%	NEW	$9.2M	22,000	+22,000	—	13F
71	Vista Energy S.A.B. De C.V.VIST HISTORY	0.20%	—	$8.6M	134,700	—	0.14%	13F
72	Skeena Res Ltd NewSKE HISTORY	0.18%	NEW	$8.0M	300,200	+300,200	0.25%	13F
73	Jbs N.V.JBS HISTORY	0.18%	—	$7.8M	655,900	—	—	13F
74	Monte Rosa Therapeutics IncGLUE HISTORY	0.17%	NEW	$7.2M	297,600	+297,600	0.35%	13F
75	Relay Therapeutics IncRLAY HISTORY	0.15%	NEW	$6.5M	349,000	+349,000	0.16%	13F
76	Dbv Technologies S A SponsoredDBVT HISTORY	0.14%	—	$6.3M	383,363	—	0.13%	13F
77	Ccc Intelligent Solutions HlCCC HISTORY	0.14%	NEW	$6.0M	1,170,900	+1,170,900	0.20%	13F
78	Uwm Holdings CorporationUWMC HISTORY	0.14%	NEW	$5.9M	2,583,000	+2,583,000	2.51%	13F
79	Navitas Semiconductor CorpNVTS HISTORY	0.13%	NEW	$5.6M	311,100	+311,100	0.17%	13F
80	Solstice Advanced Matls IncSOLS HISTORY	0.13%	—	$5.5M	62,525	—	0.04%	13F
81	Ftai Aviation LtdFTAI HISTORY	0.13%	NEW	$5.5M	20,200	+20,200	0.02%	13F
82	Beam Therapeutics IncBEAM HISTORY	0.12%	NEW	$5.3M	153,600	+153,600	0.15%	13F
83	Aurora Innovation IncAUR HISTORY	0.10%	NEW	$4.3M	633,700	+633,700	0.10%	13F
84	Iren LimitedIREN HISTORY	0.09%	NEW	$4.0M	87,100	+87,100	0.02%	13F
85	Grupo Financiero Galicia S.AGGAL HISTORY	0.07%	NEW	$3.0M	59,500	+59,500	—	13F
86	Wave Life Sciences LtdWVE HISTORY	0.02%	—	$1.0M	173,000	—	0.09%	13F
87	Guardian Metal Resources PLCGMTLOff-13F	—	—	—	24,699,825	—	12.70%	13G

Positions are from the latest 13F-HR (period end 2026-06-30). Weights are calculated: position value ÷ the 13F book. Rows marked Off-13F are >5% stakes disclosed on a Schedule 13D/13G dated after the latest 13F; they report shares and percent of class but no dollar value. Chg Shares and % Chg compare with the adjacent prior quarter's 13F only. % Out is either calculated (position shares ÷ issuer shares outstanding from the issuer's XBRL cover page; weighted-average basic shares as a fallback) or reported (percent of class on a Schedule 13D/13G newer than the 13F period) — hover a value for its source and date. Unavailable figures show “—”, never an estimate. Methodology