Stanley Druckenmiller · quarter digest
What Stanley Druckenmiller did in Q1 2026
Duquesne Family Office filed 80 moves in Q1 2026: 30 new, 11 add, 19 trim, 20 exit.
13F filed 2026-05-15. Manager quality score: q9. Philosophy: Macro top-down, concentrated bets, ride trends.
New positions · 30
Fresh money
AVGOBroadcom Inc
NEW·1.8% book·−12
ARGTGlobal X Fds
NEW·1.1% book·+5
CAICaris Life Sciences Inc
NEW·1.0% book·+3
RVMDRevolution Medicines Inc
NEW·0.9% book·+2
HUMHumana Inc
NEW·0.7% book·−5
SNDKSandisk Corp
NEW·0.7% book·−5
TWLOTwilio Inc
NEW·0.7% book·−9
GSGIshares S&P Gsci Commodity-
NEW·0.6% book·+10
JBLJabil Inc
NEW·0.6% book·+3
LINLinde Plc
NEW·0.6% book·+2
NUVBNuvation Bio Inc
NEW·0.6% book·+2
STXSeagate Technology Hldngs Pl
NEW·0.6% book·−7
ARMArm Holdings Plc
NEW·0.5% book·+5
BLTEBelite Bio Inc Sponsored
NEW·0.5% book·+11
INTCIntel Corp
NEW·0.5% book·+1
OLMAOlema Pharmaceuticals Inc
NEW·0.4% book·0
QQnity Electronics Inc
NEW·0.4% book·+5
XENEXenon Pharmaceuticals Inc
NEW·0.4% book·+7
CLSCelestica Inc
NEW·0.3% book·−3
NETCloudflare Inc
NEW·0.3% book·−6
COHRCoherent Corp
NEW·0.3% book·+23
JBSJbs N.V.
NEW·0.3% book·0
LYBLyondellbasell Industries Nv
NEW·0.3% book·+2
TWSTTwist Bioscience Corp
NEW·0.3% book·+1
VISTVista Energy S.A.B. De C.V.
NEW·0.3% book·+6
DBVTDbv Technologies S A Sponsored
NEW·0.2% book·+11
MUMicron Technology Inc
NEW·0.2% book·+22
LITELumentum Hldgs Inc
NEW·0.1% book·0
SOLSSolstice Advanced Matls Inc
NEW·0.1% book·+4
WLKWestlake Corporation
NEW·0.1% book·+2
Adds · 11
Adding to conviction
NTRANatera Inc
ADD +22%·18.1% book·+2
YPFYpf Sociedad Anonima
ADD +433%·4.4% book·+8
TBBBBbb Foods Inc
ADD +16%·3.3% book·+14
AAAlcoa Corp
ADD +9%·2.9% book·+12
SESea Ltd
ADD +17%·2.7% book·−4
STMStmicroelectronics N V
ADD +238%·2.7% book·+12
ROKURoku Inc
ADD +29%·2.1% book·−3
OPCHOption Care Health Inc
ADD +7%·1.5% book·+7
CLFCleveland-Cliffs Inc New
ADD +33%·0.6% book·+12
UUnity Software Inc
ADD +80%·0.5% book·−7
ADMAAdma Biologics Inc
ADD +513%·0.4% book·+5
Trims · 19
Taking chips off
INSMInsmed Inc
TRIM -22%·5.6% book·0
TSMTaiwan Semiconductor Manufac
TRIM -9%·5.0% book·−2
RSPInvesco Exchange Traded Fd T
TRIM -30%·4.7% book·+8
WWDWoodward Inc
TRIM -64%·2.2% book·−2
TEVATeva Pharmaceutical Inds Ltd
TRIM -60%·2.1% book·−4
AMZNAmazon Com Inc
TRIM -71%·1.5% book·−6
CPNGCoupang Inc
TRIM -61%·1.5% book·−1
CRHCrh Plc
TRIM -21%·1.2% book·−14
FIGRFigure Technology Solutio
TRIM -25%·1.2% book·−3
QSRRestaurant Brands Intl Inc
TRIM -62%·1.0% book·−5
LSCCLattice Semiconductor Corp
TRIM -65%·0.9% book·−3
UALUnited Airls Hldgs Inc
TRIM -25%·0.7% book·−7
WABWabtec
TRIM -68%·0.7% book·−5
IWMIshares Tr
TRIM -93%·0.6% book·−2
BEBloom Energy Corp
TRIM -82%·0.5% book·−7
DAKTDaktronics Inc
TRIM -34%·0.3% book·−4
STUBStubhub Hldgs Inc
TRIM -41%·0.3% book·−4
MELIMercadolibre Inc
TRIM -94%·0.1% book·−4
PCTPurecycle Technologies Inc
TRIM -67%·0.1% book·−5
Exits · 20
Closed positions
XLFSelect Sector Spdr Tr
EXIT·0.0% book·+3
GOOGLAlphabet Inc
EXIT·0.0% book·−27
COGTCogent Biosciences Inc
EXIT·0.0% book·−3
DOCUDocusign Inc
EXIT·0.0% book·−4
ENTGEntegris Inc
EXIT·0.0% book·−8
DALDelta Air Lines Inc Del
EXIT·0.0% book·−11
FLUTFlutter Entmt Plc
EXIT·0.0% book·−7
ONOn Semiconductor Corp
EXIT·0.0% book·−16
AEVAAeva Technologies Inc
EXIT·0.0% book·−7
GSGoldman Sachs Group Inc
EXIT·0.0% book·−13
RHRh
EXIT·0.0% book·−8
CMGChipotle Mexican Grill Inc
EXIT·0.0% book·−4
ZZillow Group Inc
EXIT·0.0% book·−10
AALAmerican Airls Group Inc
EXIT·0.0% book·−10
AGXArgan Inc
EXIT·0.0% book·−12
DASHDoordash Inc
EXIT·0.0% book·−18
PMPhilip Morris Intl Inc
EXIT·0.0% book·−20
PGNYProgyny Inc
EXIT·0.0% book·−12
WOLFWolfspeed Inc
EXIT·0.0% book·−8
NPNeptune Ins Hldgs Inc
EXIT·0.0% book·−2
Current top holdings
Stanley Druckenmiller’s book, latest snapshot
Other quarters for Stanley Druckenmiller
Not investment advice. Data from 13F filings with HoldLens parsing. Methodology.
Deep dive
Reading for your research
Optional background reading on interpreting company disclosures and investing methods. These books do not validate a signal or predict returns.
Amazon affiliate links — as an Amazon Associate, HoldLens earns from qualifying purchases and membership trials at no extra cost to you. These are books we genuinely recommend. Not investment advice; always do your own research.
Benjamin Graham
The Intelligent Investor
The foundational text. Buffett calls it 'by far the best book about investing ever written.'
See price on Amazon
Benjamin Graham & David Dodd
Security Analysis
The deep dive behind The Intelligent Investor — how to actually read a filing and value a business.
See price on Amazon
See the full investing reading list
More by topic:Foundations