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TheDesperateTrader
Smart Money · 13F Portfolio

Stanley Druckenmiller

TheDesperateTrader.com· Duquesne Family Office, latest reported equity holdings
Portfolio value
$4M
Positions
83
New this quarter
43
Reported
August 14

Stanley Druckenmiller’s latest 13F equity portfolio (filed as Duquesne Family Office), straight from the SEC filing on August 14, 2026. Positions are ranked by size; the ones Stanley Druckenmiller opened or added to this quarter are flagged. This is what a 13F shows: reported long U.S. equity positions as of the quarter-end. It is not the full picture and it is not advice.

How Stanley Druckenmiller invests

Derived from the 13F filing itself, not commentary.

Top 5 weight
40%
Top 10 weight
54%
Holdings
83
New this quarter
43
  • Moderately concentrated: the top 5 positions are 40% of the reported book.
  • Largest position is NTRA at 20.6% of the book.
  • Opened 43 new positions last quarter, the biggest being GOOGL.
  • Net buyer among existing holdings: added to 10 and trimmed 4.
  • Large-cap oriented: 78% of measurable value sits in $10B+ companies.
  1. 1$NTRANatera Inc$865K20.6% of book
  2. 2$TSMTaiwan Semiconductor Manufac$282K6.7% of book
  3. 3$STMStmicroelectronics N V$232K5.5% of book
  4. 4$INSMInsmed Inc$152K3.6% of book
  5. 5$YPFYpf Sociedad Anonima$143K3.4% of book
  6. 6$AMZNAdded +1083%Amazon Com Inc$129K3.1% of book
  7. 7$TBBBBbb Foods Inc$121K2.9% of book
  8. 8$GOOGLNewAlphabet Inc$120K2.9% of book
  9. 9$STXAdded +141%Seagate Technology Hldngs Pl$118K2.8% of book
  10. 10$FOXANewFox Corp$115K2.7% of book
  11. 11United Airls Hldgs IncAdded +203%United Airls Hldgs Inc$108K2.6% of book
  12. 12$SESea Ltd$105K2.5% of book
  13. 13$CDWNewCdw Corp$105K2.5% of book
  14. 14$NAMSNewamsterdam Pharma Company$104K2.5% of book
  15. 15$SNDKSandisk Corp$79K1.9% of book
  16. 16$RVMDAdded +27%Revolution Medicines Inc$75K1.8% of book
  17. 17$BTDRNewBitdeer Technologies Group$65K1.5% of book
  18. 18Crh PlcAdded +47%Crh Plc$59K1.4% of book
  19. 19$DALNewDelta Air Lines Inc$56K1.3% of book
  20. 20$FLRNewFluor Corp$51K1.2% of book
  21. 21D R Horton IncNewD R Horton Inc$49K1.2% of book
  22. 22$CPNGCoupang Inc$46K1.1% of book
  23. 23$AMDNewAdvanced Micro Devices Inc$42K1.0% of book
  24. 24$PANWNewPalo Alto Networks Inc$40K0.9% of book
  25. 25Cleveland-Cliffs Inc NewAdded +82%Cleveland-Cliffs Inc New$40K0.9% of book
  26. 26$HUTNewHut 8 Corp$36K0.9% of book
  27. 27$CAICaris Life Sciences Inc$34K0.8% of book
  28. 28$FOXANewFox Corp$30K0.7% of book
  29. 29$WWDTrimmedWoodward Inc$29K0.7% of book
  30. 30$NUVBNuvation Bio Inc$26K0.6% of book
  31. 31$PTGXAdded +31%Protagonist Therapeutics Inc$26K0.6% of book
  32. 32$ROKUTrimmedRoku Inc$25K0.6% of book
  33. 33Cavco Inds Inc DelNewCavco Inds Inc Del$24K0.6% of book
  34. 34$ADMAAdded +80%Adma Biologics Inc$23K0.6% of book
  35. 35$PURRNewHyperliquid Strategies Inc$23K0.6% of book
  36. 36Rambus Inc DelNewRambus Inc Del$23K0.5% of book
  37. 37$RYTMNewRhythm Pharmaceuticals Inc$23K0.5% of book
  38. 38$SKYNewChampion Homes Inc$22K0.5% of book
  39. 39$DAKTAdded +100%Daktronics Inc$22K0.5% of book
  40. 40$PCTAdded +178%Purecycle Technologies Inc$22K0.5% of book
  41. 41$SCCOSouthern Copper Corp$21K0.5% of book
  42. 42$LINLinde Plc$21K0.5% of book
  43. 43$ENTGNewEntegris Inc$21K0.5% of book
  44. 44$TEVATrimmedTeva Pharmaceutical Inds Ltd$21K0.5% of book
  45. 45$UUnity Software Inc$21K0.5% of book
  46. 46$AEVANewAeva Technologies Inc$21K0.5% of book
  47. 47$RIOTNewRiot Platforms Inc$21K0.5% of book
  48. 48$QQnity Electronics Inc$21K0.5% of book
  49. 49$EQIXNewEquinix Inc$19K0.5% of book
  50. 50$LRCXNewLam Research Corp$19K0.5% of book
  51. 51$DFTXNewDefinium Therapeutics Inc$17K0.4% of book
  52. 52$BLTEBelite Bio Inc Sponsored$16K0.4% of book
  53. 53$TXGNew10x Genomics Inc$15K0.4% of book
  54. 54WabtecTrimmedWabtec$15K0.4% of book
  55. 55Eli Lilly &Amp; CoNewEli Lilly &Amp; Co$15K0.4% of book
  56. 56$XENEXenon Pharmaceuticals Inc$14K0.3% of book
  57. 57$OLMAOlema Pharmaceuticals Inc$12K0.3% of book
  58. 58$RGENNewRepligen Corp$11K0.3% of book
  59. 59Rocket Cos IncNewRocket Cos Inc$10K0.2% of book
  60. 60$BIDUNewBaidu Inc$10K0.2% of book

Updated Aug 28, 8:30 PM. Sourced from SEC EDGAR 13F filings. Showing the top 60 positions by value.

Common questions about Stanley Druckenmiller

What stocks does Stanley Druckenmiller own?

Stanley Druckenmiller reported 83 equity positions worth $4M in the latest 13F filed August 14, 2026. The largest by value are NTRA, TSM, STM, INSM, YPF, AMZN, TBBB and GOOGL. The full ranked list is on this page.

What is Stanley Druckenmiller's biggest holding?

NTRA is the largest reported position at $1M, about 20.6% of the reported book, held as 3,186,306 shares.

What did Stanley Druckenmiller buy recently?

Stanley Druckenmiller opened 43 new positions in the latest quarter. The largest new buys were GOOGL, FOXA, CDW, BTDR, DAL and FLR. Stanley Druckenmiller also added to 10 existing positions, including AMZN, STX, United Airls Hldgs Inc and RVMD.

What did Stanley Druckenmiller sell recently?

Stanley Druckenmiller reduced 4 reported positions last quarter, the largest of them being WWD, ROKU, TEVA and Wabtec. Note that a position exited completely stops appearing in the 13F entirely, so full exits show up as a name disappearing rather than as a sale.

Is Stanley Druckenmiller buying or selling right now?

Across the reported book, Stanley Druckenmiller added to 10 positions and trimmed 4, which makes the latest quarter a net buying one. "Right now" is the important caveat: a 13F is a snapshot as of the quarter end, filed up to 45 days later, so it shows what was held then, not what is held today.

What fund does Stanley Druckenmiller run?

The filings on this page come from Duquesne Family Office, SEC CIK 1536411. That is the entity that files the 13F, which is why holdings are reported under the firm name rather than the person's name.

Is this Stanley Druckenmiller's current portfolio?

No. It is the most recent one that has been publicly filed. Institutional managers report holdings quarterly on Form 13F, as of the last day of the quarter, with up to 45 days to file. This page reflects the filing dated August 14, 2026 and updates automatically when the next one hits SEC EDGAR.

Does this show Stanley Druckenmiller's short positions or options?

Mostly no. A 13F covers reported long U.S. exchange-traded equity positions and some equity options and convertibles. Short positions are not disclosed, and neither are bonds, cash, commodities, currencies, or foreign-listed holdings. A manager with a large short book or heavy non-equity exposure can look very different in a 13F than in reality.

How do I track Stanley Druckenmiller's next moves?

This page rebuilds straight from SEC EDGAR, so the next 13F appears here as soon as it is filed. New stakes disclosed between quarters on Schedule 13D and 13G show up on the Smart Money page ahead of the next 13F, because those filings are due within days of crossing a 5% ownership threshold rather than at quarter end.