Stanley Druckenmiller
Duquesne Family Office截至 as of 2026 Q1· $3.38M 组合 · 68 只持仓 portfolio · 68 positions
公开数据（SEC 13F-HR 申报）。每季度末快照，披露最多滞后约 45 天，且仅含美股多头（不含做空/期权）—— 非实时持仓，亦非投资建议。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.
最新一季持仓Latest quarter holdings
| 股票Stock | 市值Value | 占比Weight | 环比QoQ |
|---|---|---|---|
| NTRA | $612.7K | 18.1% | 加仓Add +22% |
| EWZ | $294.2K | 8.7% | 持有Hold |
| INSM | $188.7K | 5.6% | 减仓Trim -22% |
| TSM | $167.4K | 5.0% | 减仓Trim -9% |
| RSP | $157.6K | 4.7% | 减仓Trim -30% |
| YPF | $149.6K | 4.4% | 加仓Add +433% |
| Bbb Foods Inc | $110.0K | 3.3% | 加仓Add +16% |
| AA | $99.1K | 2.9% | 加仓Add +9% |
| Newamsterdam Pharma Company | $98.3K | 2.9% | 持有Hold |
| SE | $91.1K | 2.7% | 加仓Add +17% |
| STM | $90.3K | 2.7% | 加仓Add +238% |
| WWD | $75.6K | 2.2% | 减仓Trim -64% |
| TEVA | $71.6K | 2.1% | 减仓Trim -60% |
| ROKU | $71.0K | 2.1% | 加仓Add +29% |
| AVGO | $60.6K | 1.8% | 新建仓New |
数据来源：SEC 13F-HR 申报（公有领域）；CUSIP→代码经 OpenFIGI 映射。非投资建议。Source: SEC 13F-HR filings (public domain); CUSIP→ticker via OpenFIGI. Not investment advice.