Institutional holdings
Stanley Druckenmiller's Duquesne Family Office 13F: Increases Amazon and TSMC Stakes, Liquidates Broadcom and Intel
Duquesne Family Office's latest 13F filing shows its reported portfolio grew past $5.2 billion. Top holding Natera reached 16.6% of the portfolio, while stakes in TSMC ADR and STMicroelectronics increased. Duquesne significantly increased Amazon, added Alphabet, and liquidated Broadcom, Intel, and Micron.
AiSiWhale・Published
Stanley Druckenmiller's Duquesne Family Office revealed in its latest 13F filing for the second quarter of 2026 that its reported portfolio value increased from $3,376,828,000 to $5,210,856,000, with total holdings expanding from 70 to 95 positions. Natera firmly remained the fund's top holding, with shares increasing 4.0% to 3,186,306 shares, valued at $864,923,000 and accounting for 16.6% of the reported portfolio.
In semiconductors, Duquesne added to its positions in TSMC and STMicroelectronics. The family office increased its TSMC ADR holdings by 94,400 shares (up 19.1%) to 589,680 shares, with a market value of $281,613,000, representing 5.4% of the portfolio. Its stake in STMicroelectronics rose by 490,000 shares (up 18.8%) to 3,102,880 shares, valued at $232,375,000, or 4.5% of the total.