Duquesne Family Office LLC

Managed by Stanley Druckenmiller. $2.94B disclosed long-equity portfolio across 65 positions.

#StockValue% of Portfolio
1Natera Inc$612.7M20.86%
2Insmed Inc$188.7M6.43%
3Taiwan Semiconductor Manufac$167.4M5.70%
4Ypf Sociedad Anonima$149.6M5.09%
5Ishares Inc$131.9M4.49%
6Bbb Foods Inc$110.0M3.74%
7Alcoa Corp$99.1M3.37%
8Newamsterdam Pharma Company$98.3M3.35%
9Sea Ltd$91.1M3.10%
10Stmicroelectronics N V$90.3M3.07%
11Woodward Inc$75.6M2.58%
12Teva Pharmaceutical Inds Ltd$71.6M2.44%
13Roku Inc$71.0M2.42%
14Broadcom Inc$60.6M2.06%
15Coupang Inc$50.4M1.71%
16Option Care Health Inc$50.3M1.71%
17Crh Plc$39.7M1.35%
18Figure Technology Solutio$39.1M1.33%
19Global X Fds$36.2M1.23%
20Caris Life Sciences Inc$33.9M1.15%
21Restaurant Brands Intl Inc$33.6M1.14%
22Revolution Medicines Inc$30.7M1.05%
23Lattice Semiconductor Corp$30.0M1.02%
24Sandisk Corp$24.2M0.83%
25United Airls Hldgs Inc$24.2M0.82%

For full quarterly history, transactions, and the investor profile, see Stanley Druckenmiller's page →

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Duquesne Family Office LLC — overview

Stanley Druckenmiller runs Duquesne Family Office LLC. Arguably the greatest macro trader of all time. Never had a losing year in 30 years. Trades currencies, rates, equities, and commodities with equal conviction. Managed Soros's Quantum Fund during its greatest years. As of the Q1 2026 13F filing, the disclosed long-equity portfolio is valued at $2.9B across 65 positions. The largest holdings are Natera Inc, Insmed Inc, and Taiwan Semiconductor Manufac (Natera Inc alone is 20.9% of the book).

Key takeaways

  • Disclosed Q1 2026 portfolio: $2.9B.
  • Top holdings: Natera Inc, Insmed Inc, and Taiwan Semiconductor Manufac.