---
title: Druckenmiller (Duquesne Family Office LLC) — 13F holdings
canonical: https://sweetvaluelab.com/investors/druckenmiller
cik: 0001536411
quarter: 2026-06-30
filed: 2026-08-14
---
# Druckenmiller — Duquesne Family Office LLC

Latest 13F for the quarter ended Jun 30, 2026, filed Aug 14, 2026: 95 positions worth $5.2B. Against the quarter ended Mar 31, 2026: 48 bought, 17 added to, 20 unchanged, 10 reduced, 23 sold. The top five are 33% of the portfolio, the top ten 46%; 29 of the positions have a research page on this site.

## Holdings

| Ticker | Issuer | Shares | Value | % of portfolio | Change this quarter |
| --- | --- | ---: | ---: | ---: | --- |
| NTRA | Natera Inc | 3,186,306 | $864.9M | 16.6% | added (+4%) |
| TSM | Taiwan Semiconductor Manufac | 589,680 | $281.6M | 5.4% | added (+19%) |
| STM | Stmicroelectronics N V | 3,102,880 | $232.4M | 4.5% | added (+19%) |
| RSP | Invesco Exchange Traded Fd T | 821,000 | $174.7M | 3.4% | held (0%) |
| INSM | Insmed Inc | 1,424,690 | $151.9M | 2.9% | added (+23%) |
| EWZ | Ishares Inc | 4,228,000 | $145.9M | 2.8% | held (0%) |
| INSM | Insmed Inc | 1,350,000 | $143.9M | 2.8% | bought |
| YPF | Ypf Sociedad Anonima | 3,138,897 | $142.7M | 2.7% | reduced (-3%) |
| AMZN | Amazon Com Inc | 541,600 | $129.1M | 2.5% | added (+1083%) |
| TBBB | Bbb Foods Inc | 2,901,733 | $120.9M | 2.3% | reduced (-7%) |
| GOOGL | Alphabet Inc | 336,300 | $120.2M | 2.3% | bought |
| EWZ | Ishares Inc | 3,436,170 | $118.5M | 2.3% | held (0%) |
| STX | Seagate Technology Hldngs Pl | 122,000 | $117.7M | 2.3% | added (+141%) |
| FOXA | Fox Corp | 2,204,600 | $115.0M | 2.2% | bought |
| AMZN | Amazon Com Inc | 459,300 | $109.5M | 2.1% | added (+130%) |
| UAL | United Airls Hldgs Inc | 794,795 | $108.1M | 2.1% | added (+203%) |
| SE | Sea Ltd | 1,099,905 | $105.4M | 2.0% | held (0%) |
| CDW | Cdw Corp | 743,950 | $104.6M | 2.0% | bought |
| NAMS | Newamsterdam Pharma Company | 3,070,146 | $104.0M | 2.0% | held (0%) |
| IWM | Ishares Tr | 330,000 | $99.1M | 1.9% | added (+318%) |
| SNDK | Sandisk Corp | 34,900 | $79.4M | 1.5% | reduced (-9%) |
| RVMD | Revolution Medicines Inc | 399,587 | $74.8M | 1.4% | added (+27%) |
| SPY | State Str Spdr S&P 500 Etf T | 90,000 | $67.2M | 1.3% | held (0%) |
| BTDR | Bitdeer Technologies Group | 4,074,993 | $64.7M | 1.2% | bought |
| CRH | Crh Plc | 553,555 | $59.2M | 1.1% | added (+47%) |
| DAL | Delta Air Lines Inc | 603,000 | $56.5M | 1.1% | bought |
| TSLA | Tesla Inc | 126,000 | $53.0M | 1.0% | bought |
| FLR | Fluor Corp | 982,200 | $51.5M | 1.0% | bought |
| DHI | D R Horton Inc | 299,000 | $48.7M | 0.9% | bought |
| CPNG | Coupang Inc | 2,667,485 | $46.3M | 0.9% | held (0%) |
| AMD | Advanced Micro Devices Inc | 72,900 | $42.3M | 0.8% | bought |
| PANW | Palo Alto Networks Inc | 116,650 | $39.8M | 0.8% | bought |
| CLF | Cleveland-Cliffs Inc New | 4,216,184 | $39.6M | 0.8% | added (+82%) |
| HUT | Hut 8 Corp | 314,150 | $36.3M | 0.7% | bought |
| CDW | Cdw Corp | 250,000 | $35.2M | 0.7% | bought |
| CAI | Caris Life Sciences Inc | 1,894,450 | $33.8M | 0.6% | held (0%) |
| ARGT | Global X Fds | 328,800 | $30.0M | 0.6% | reduced (-15%) |
| FOX | Fox Corp | 632,600 | $29.6M | 0.6% | bought |
| WWD | Woodward Inc | 67,194 | $28.6M | 0.5% | reduced (-68%) |
| META | Meta Platforms Inc | 50,000 | $28.2M | 0.5% | bought |
| NUVB | Nuvation Bio Inc | 4,539,800 | $25.8M | 0.5% | held (0%) |
| PTGX | Protagonist Therapeutics Inc | 208,900 | $25.6M | 0.5% | added (+31%) |
| ROKU | Roku Inc | 184,055 | $25.4M | 0.5% | reduced (-75%) |
| CVCO | Cavco Inds Inc Del | 39,500 | $24.3M | 0.5% | bought |
| ADMA | Adma Biologics Inc | 2,784,110 | $23.3M | 0.4% | added (+80%) |
| PURR | Hyperliquid Strategies Inc | 2,941,500 | $23.1M | 0.4% | bought |
| RMBS | Rambus Inc Del | 173,000 | $23.0M | 0.4% | bought |
| RYTM | Rhythm Pharmaceuticals Inc | 203,618 | $22.6M | 0.4% | bought |
| SKY | Champion Homes Inc | 254,400 | $22.4M | 0.4% | bought |
| DAKT | Daktronics Inc | 1,123,109 | $22.0M | 0.4% | added (+100%) |
| PCT | Purecycle Technologies Inc | 2,681,415 | $21.7M | 0.4% | added (+178%) |
| SCCO | Southern Copper Corp | 123,060 | $21.4M | 0.4% | added (+1%) |
| LIN | Linde Plc | 41,200 | $21.4M | 0.4% | held (0%) |
| ENTG | Entegris Inc | 118,300 | $21.3M | 0.4% | bought |
| TEVA | Teva Pharmaceutical Inds Ltd | 624,999 | $21.2M | 0.4% | reduced (-74%) |
| U | Unity Software Inc | 738,785 | $21.1M | 0.4% | held (0%) |
| AEVA | Aeva Technologies Inc | 720,175 | $20.7M | 0.4% | bought |
| RIOT | Riot Platforms Inc | 754,800 | $20.7M | 0.4% | bought |
| Q | Qnity Electronics Inc | 125,655 | $20.5M | 0.4% | held (0%) |
| EQIX | Equinix Inc | 18,450 | $19.2M | 0.4% | bought |
| LRCX | Lam Research Corp | 43,600 | $18.9M | 0.4% | bought |
| DFTX | Definium Therapeutics Inc | 356,600 | $16.8M | 0.3% | bought |
| BLTE | Belite Bio Inc Sponsored | 106,100 | $16.3M | 0.3% | held (0%) |
| RSP | Invesco Exchange Traded Fd T | 74,400 | $15.8M | 0.3% | bought |
| TXG | 10X Genomics Inc | 403,100 | $15.5M | 0.3% | bought |
| WAB | Wabtec | 56,595 | $15.3M | 0.3% | reduced (-40%) |
| LLY | Eli Lilly & Co | 12,380 | $14.8M | 0.3% | bought |
| XENE | Xenon Pharmaceuticals Inc | 238,600 | $14.4M | 0.3% | held (0%) |
| OLMA | Olema Pharmaceuticals Inc | 986,827 | $12.3M | 0.2% | held (0%) |
| RGEN | Repligen Corp | 77,400 | $10.6M | 0.2% | bought |
| RKT | Rocket Cos Inc | 652,220 | $10.3M | 0.2% | bought |
| BIDU | Baidu Inc | 88,200 | $10.1M | 0.2% | bought |
| ARM | Arm Holdings Plc | 28,090 | $10.0M | 0.2% | reduced (-74%) |
| CVNA | Carvana Co | 151,000 | $9.9M | 0.2% | bought |
| RDDT | Reddit Inc | 56,550 | $9.8M | 0.2% | bought |
| AA | Alcoa Corp | 185,640 | $9.7M | 0.2% | reduced (-88%) |
| TMO | Thermo Fisher Scientific Inc | 19,200 | $9.6M | 0.2% | bought |
| DHR | Danaher Corp Del | 50,300 | $9.6M | 0.2% | bought |
| FFIV | F5 Inc | 22,000 | $9.2M | 0.2% | bought |
| VIST | Vista Energy S.A.B. De C.V. | 134,700 | $8.6M | 0.2% | held (0%) |
| SKE | Skeena Res Ltd New | 300,200 | $8.0M | 0.2% | bought |
| JBS | Jbs N.V. | 655,900 | $7.8M | 0.1% | held (0%) |
| GLUE | Monte Rosa Therapeutics Inc | 297,600 | $7.2M | 0.1% | bought |
| RLAY | Relay Therapeutics Inc | 349,000 | $6.5M | 0.1% | bought |
| DBVT | Dbv Technologies S A Sponsored | 383,363 | $6.3M | 0.1% | held (0%) |
| CCC | Ccc Intelligent Solutions Hl | 1,170,900 | $6.0M | 0.1% | bought |
| UWMC | Uwm Holdings Corporation | 2,583,000 | $5.9M | 0.1% | bought |
| NVTS | Navitas Semiconductor Corp | 311,100 | $5.6M | 0.1% | bought |
| SOLS | Solstice Advanced Matls Inc | 62,525 | $5.5M | 0.1% | held (0%) |
| FTAI | Ftai Aviation Ltd | 20,200 | $5.5M | 0.1% | bought |
| BEAM | Beam Therapeutics Inc | 153,600 | $5.3M | 0.1% | bought |
| AUR | Aurora Innovation Inc | 633,700 | $4.3M | 0.1% | bought |
| IREN | Iren Limited | 87,100 | $4.0M | 0.1% | bought |
| GGAL | Grupo Financiero Galicia S.A | 59,500 | $3.0M | 0.1% | bought |
| WVE | Wave Life Sciences Ltd | 173,000 | $1.0M | 0.0% | held (0%) |

## Largest moves this quarter

| Ticker | Issuer | Shares now | Shares before | Change | Bought / sold at reported prices | Value |
| --- | --- | ---: | ---: | --- | ---: | ---: |
| INSM | Insmed Inc | 1,350,000 | 0 | bought | +$143.9M | $143.9M |
| GOOGL | Alphabet Inc | 336,300 | 0 | bought | +$120.2M | $120.2M |
| AMZN | Amazon Com Inc | 541,600 | 45,800 | added (+1083%) | +$118.2M | $129.1M |
| FOXA | Fox Corp | 2,204,600 | 0 | bought | +$115.0M | $115.0M |
| CDW | Cdw Corp | 743,950 | 0 | bought | +$104.6M | $104.6M |
| ROKU | Roku Inc | 184,055 | 750,190 | reduced (-75%) | −$78.2M | $25.4M |
| IWM | Ishares Tr | 330,000 | 79,000 | added (+318%) | +$75.4M | $99.1M |

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Source: https://sweetvaluelab.com/investors/druckenmiller (SweetValueLab, free, no account). Holdings from SEC Form 13F-HR filings; tickers resolved from CUSIPs. Values as reported by the filer. Research and educational data, not investment advice; nothing here is a recommendation to buy, sell or hold any security.