Stanley Druckenmiller · quarter digest
What Stanley Druckenmiller did in Q2 2026
Duquesne Family Office filed 91 moves in Q2 2026: 44 new, 15 add, 9 trim, 23 exit.
13F filed 2026-08-14. Manager quality score: q9. Philosophy: Macro top-down, concentrated bets, ride trends.
New positions · 44
Fresh money
FOXAFox Corp
NEW·2.8% book·+3
CDWCdw Corp
NEW·2.7% book·+5
GOOGLAlphabet Inc
NEW·2.3% book·−27
BTDRBitdeer Technologies Group
NEW·1.2% book·+2
DALDelta Air Lines Inc
NEW·1.1% book·−11
FLRFluor Corp
NEW·1.0% book·+2
TSLATesla Inc
NEW·1.0% book·−11
DHID R Horton Inc
NEW·0.9% book·−5
AMDAdvanced Micro Devices Inc
NEW·0.8% book·−23
PANWPalo Alto Networks Inc
NEW·0.8% book·−6
HUTHut 8 Corp
NEW·0.7% book·−7
CVCOCavco Inds Inc Del
NEW·0.5% book·−3
METAMeta Platforms Inc
NEW·0.5% book·−2
AEVAAeva Technologies Inc
NEW·0.4% book·−7
SKYChampion Homes Inc
NEW·0.4% book·+1
ENTGEntegris Inc
NEW·0.4% book·−8
EQIXEquinix Inc
NEW·0.4% book·−2
PURRHyperliquid Strategies Inc
NEW·0.4% book·+8
LRCXLam Research Corp
NEW·0.4% book·−3
RMBSRambus Inc Del
NEW·0.4% book·−4
RYTMRhythm Pharmaceuticals Inc
NEW·0.4% book·−7
RIOTRiot Platforms Inc
NEW·0.4% book·−8
TXG10X Genomics Inc
NEW·0.3% book·−4
DFTXDefinium Therapeutics Inc
NEW·0.3% book·0
LLYEli Lilly & Co
NEW·0.3% book·−6
BIDUBaidu Inc
NEW·0.2% book·0
CVNACarvana Co
NEW·0.2% book·−11
DHRDanaher Corp Del
NEW·0.2% book·−18
FFIVF5 Inc
NEW·0.2% book·−5
RDDTReddit Inc
NEW·0.2% book·−1
RGENRepligen Corp
NEW·0.2% book·−5
RKTRocket Cos Inc
NEW·0.2% book·−10
SKESkeena Res Ltd New
NEW·0.2% book·+7
TMOThermo Fisher Scientific Inc
NEW·0.2% book·−23
AURAurora Innovation Inc
NEW·0.1% book·−12
BEAMBeam Therapeutics Inc
NEW·0.1% book·−5
CCCCcc Intelligent Solutions Hl
NEW·0.1% book·+4
FTAIFtai Aviation Ltd
NEW·0.1% book·−19
GGALGrupo Financiero Galicia S.A
NEW·0.1% book·−1
IRENIren Limited
NEW·0.1% book·+1
Showing top 40 · 4 smaller positions hidden
Adds · 15
Adding to conviction
INSMInsmed Inc
ADD +140%·5.7% book·0
TSMTaiwan Semiconductor Manufac
ADD +19%·5.4% book·−2
AMZNAmazon Com Inc
ADD +307%·4.6% book·−6
STMStmicroelectronics N V
ADD +19%·4.5% book·+12
RSPInvesco Exchange Traded Fd T
ADD +9%·3.7% book·+8
STXSeagate Technology Hldngs Pl
ADD +141%·2.3% book·−7
UALUnited Airls Hldgs Inc
ADD +203%·2.1% book·−7
IWMIshares Tr
ADD +318%·1.9% book·−2
RVMDRevolution Medicines Inc
ADD +27%·1.4% book·+2
CRHCrh Plc
ADD +47%·1.1% book·−14
CLFCleveland-Cliffs Inc New
ADD +82%·0.8% book·+12
PTGXProtagonist Therapeutics Inc
ADD +31%·0.5% book·0
ADMAAdma Biologics Inc
ADD +80%·0.4% book·+5
DAKTDaktronics Inc
ADD +100%·0.4% book·−4
PCTPurecycle Technologies Inc
ADD +178%·0.4% book·−5
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Remove with Pro →Trims · 9
Taking chips off
TBBBBbb Foods Inc
TRIM -7%·2.3% book·+14
SNDKSandisk Corp
TRIM -9%·1.5% book·−5
ARGTGlobal X Fds
TRIM -15%·0.6% book·+5
ROKURoku Inc
TRIM -75%·0.5% book·−3
WWDWoodward Inc
TRIM -68%·0.5% book·−2
TEVATeva Pharmaceutical Inds Ltd
TRIM -74%·0.4% book·−4
WABWabtec
TRIM -40%·0.3% book·−5
AAAlcoa Corp
TRIM -88%·0.2% book·+12
ARMArm Holdings Plc
TRIM -74%·0.2% book·+5
Exits · 23
Closed positions
AVGOBroadcom Inc
EXIT·0.0% book·−12
OPCHOption Care Health Inc
EXIT·0.0% book·+7
FIGRFigure Technology Solutio
EXIT·0.0% book·−3
QSRRestaurant Brands Intl Inc
EXIT·0.0% book·−5
LSCCLattice Semiconductor Corp
EXIT·0.0% book·−3
HUMHumana Inc
EXIT·0.0% book·−5
TWLOTwilio Inc
EXIT·0.0% book·−9
GSGIshares S&P Gsci Commodity-
EXIT·0.0% book·+10
JBLJabil Inc
EXIT·0.0% book·+3
BEBloom Energy Corp
EXIT·0.0% book·−7
INTCIntel Corp
EXIT·0.0% book·+1
CLSCelestica Inc
EXIT·0.0% book·−3
NETCloudflare Inc
EXIT·0.0% book·−6
COHRCoherent Corp
EXIT·0.0% book·+23
LYBLyondellbasell Industries Nv
EXIT·0.0% book·+2
STUBStubhub Hldgs Inc
EXIT·0.0% book·−4
TWSTTwist Bioscience Corp
EXIT·0.0% book·+1
ALMAlmonty Inds Inc
EXIT·0.0% book·+8
ECHOEchostar Corp
EXIT·0.0% book·−7
MUMicron Technology Inc
EXIT·0.0% book·+22
LITELumentum Hldgs Inc
EXIT·0.0% book·0
MELIMercadolibre Inc
EXIT·0.0% book·−4
WLKWestlake Corporation
EXIT·0.0% book·+2
Current top holdings
Stanley Druckenmiller’s book, latest snapshot
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Not investment advice. Data from 13F filings with HoldLens parsing. Methodology.
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