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Stanley DruckenmillerPortfolio & 13F holdings

Duquesne Family Office

Copy Stanley Druckenmiller's portfolio.

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The macro legend's personal book.

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$5.2B
reported portfolio
86 + 9
stocks + option bets
Q2 2026
quarter ended Jun 30
98
moves last filing

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Stanley Druckenmiller tracker · $100,000 copied
$100,000$155,357
+$55,357 (+55.4%)since Nov 5, 2024
beat the S&P 500 (+27.1%), same dates
Nov 5, 2024Nov 5, 2026
Copy · $155,357S&P 500, same dates · $127,128 (+27.1%)

Rebuilt at the close on the day each 13F was filed, to its 100 largest stock positions weighted by reported value. Nov 5, 2024 to Nov 5, 2026, at closing prices. Past trades don't guarantee future results.

Latest moves

Bought or added · 65
Added$AMZN+1083%Added$IWMcalls+318%Added$UAL+203%Added$PCT+178%Added$STX+141%Added$AMZNcalls+130%
Show all 65
New$INSMcallsNew$GOOGLNew$FOXANew$CDWNew$BTDRNew$DALNew$TSLAcallsNew$FLRNew$DHINew$AMDNew$PANWNew$HUTNew$CDWcallsNew$FOXNew$METAcallsNew$CVCONew$PURRNew$RMBSNew$RYTMNew$SKYNew$ENTGNew$AEVANew$RIOTNew$EQIXNew$LRCXNew$DFTXNew$RSPNew$TXGNew$LLYNew$RGENNew$RKTNew$BIDUNew$CVNANew$RDDTNew$TMONew$DHRNew$FFIVNew$SKENew$GLUENew$RLAYNew$CCCNew$UWMCNew$NVTSNew$FTAINew$BEAMNew$AURNew$IRENNew$GGALAdded$DAKT+100%Added$CLF+82%Added$ADMA+80%Added$CRH+47%Added$PTGX+31%Added$RVMD+27%Added$INSM+23%Added$TSM+19%Added$STM+19%Added$NTRA+4%Added$SCCO+1%
Sold or trimmed · 33
Exited$AVGOExited$OPCHExited$FIGRExited$QSRExited$LSCCExited$HUM
Show all 33
Exited$TWLOExited$JBLExited$GSGExited$BEExited$INTCExited$NETExited$LYBExited$TWSTExited$COHRExited$CLSExited$STUBExited$MUExited$ECHOExited$ALMExited$LITEExited$MELIExited$WLKTrimmed$AA−88%Trimmed$ROKU−75%Trimmed$TEVA−74%Trimmed$ARM−74%Trimmed$WWD−68%Trimmed$WAB−40%Trimmed$ARGT−15%Trimmed$SNDK−9%Trimmed$TBBB−7%Trimmed$YPF−3%

Share-count changes versus the prior quarter's filing.

What Stanley holds

86 listed positions
PositionSince disclosed
  • $TBBB
    Bbb Foods Inc
    +54.1%
    $120.9M · 2%
  • $NTRA
    Natera Inc
    +34.0%
    $864.9M · 17%
  • $FOXA
    Fox Corp
    +29.7%
    $115.0M · 2%
  • $CDW
    Cdw Corp
    +12.6%
    $104.6M · 2%
  • $AMZN
    Amazon Com Inc
    +9.2%
    $129.1M · 2%
  • $INSM
    Insmed Inc
    +2.0%
    $151.9M · 3%
  • $DHI
    D R Horton Inc
    −3.2%
    $48.7M · 1%
  • $RVMD
    Revolution Medicines Inc
    −5.1%
    $74.8M · 1%
  • $CPNG
    Coupang Inc
    −5.5%
    $46.3M · 1%
  • $PANW
    Palo Alto Networks Inc
    −7.7%
    $39.8M · 1%

Values as reported on the fund’s SEC Form 13F. "Since disclosed" is the price change from the quarter end to today.

Source: SEC Form 13F-HR · filings on EDGAR ↗

Copy Stanley's portfolio

The reported positions in their reported weights, from the filing for the quarter ended Jun 30, 2026. $9.99/mo.

No tiers. No hidden fees.

Stanley's bets

puts and calls from the same filing
  • For$RSPInvesco Exchange Traded Fd T$174.7M
  • For$EWZIshares Inc$145.9M
  • For$INSMInsmed Inc$143.9M
  • For$AMZNAmazon Com Inc$109.5M
  • For$IWMIshares Tr$99.1M
  • For$SPYState Str Spdr S&P 500 Etf T$67.2M
  • For$TSLATesla Inc$53.0M
  • For$CDWCdw Corp$35.2M
  • For$METAMeta Platforms Inc$28.2M

A put is a bet the stock falls; a call, that it rises. Values are the notional amounts reported on the 13F and the share of the whole reported book. Option bets are not part of the basket a follower buys.

What people are saying on X

posts from the last 30 days
TrungTPhan · @TrungTPhan7 days ago

fintwit rolling into Stanley Druckenmiller replies after the legendary investor makes his post ever

20 likes · read on X ↗
StockMKTNewz · @StockMKTNewz25 days ago

"I've always believed markets are smarter than I am." - Stanley Druckenmiller

5 likes · read on X ↗

Third-party posts, shown as published. Disclosed is not affiliated with these accounts and does not vouch for their claims.

In the news

last 60 days

Sources

SEC filings on EDGAR ↗