Stanley Druckenmiller
Duquesne Family Officeas of 2026 Q1· $3.38M portfolio · 68 positions
Public data (SEC 13F-HR filings). A quarter-end snapshot disclosed up to ~45 days late, long U.S. equity positions only (no shorts or options) — not real-time holdings, and not investment advice.
Latest quarter holdings
| Stock | Value | Weight | QoQ |
|---|---|---|---|
| NTRA | $612.7K | 18.1% | Add +22% |
| EWZ | $294.2K | 8.7% | Hold |
| INSM | $188.7K | 5.6% | Trim -22% |
| TSM | $167.4K | 5.0% | Trim -9% |
| RSP | $157.6K | 4.7% | Trim -30% |
| YPF | $149.6K | 4.4% | Add +433% |
| Bbb Foods Inc | $110.0K | 3.3% | Add +16% |
| AA | $99.1K | 2.9% | Add +9% |
| Newamsterdam Pharma Company | $98.3K | 2.9% | Hold |
| SE | $91.1K | 2.7% | Add +17% |
| STM | $90.3K | 2.7% | Add +238% |
| WWD | $75.6K | 2.2% | Trim -64% |
| TEVA | $71.6K | 2.1% | Trim -60% |
| ROKU | $71.0K | 2.1% | Add +29% |
| AVGO | $60.6K | 1.8% | New |
Source: SEC 13F-HR filings (public domain); CUSIP→ticker via OpenFIGI. Not investment advice.