Stanley Druckenmiller's holdings
Filed by Duquesne Family Office
Calculating1-year return (simulated)
September 30, 2025 to November 4, 2026・Covers 87% of the holdings' value
Some holdings' prices are still being checked; the figure shows once they are.
Photo: supplied by the site's operator
How it is worked out
- From the quarter's end a year ago, each quarter's 13F is held, weighted by value, to the next quarter's end; the latest one to the latest close. The quarters compound.
- Long stocks and ETFs only: no options, bonds, cash, trades within a quarter or dividends; spin-offs are not adjusted for.
- Quarter-end prices come from the 13F filings themselves (value ÷ shares); what they cannot tell (a holding sold, a split, a big move) is checked against Tiingo's closes, and the latest prices are Finnhub's.
- Holdings with no price are left out and the rest re-weighted. Under 80% priced, or while holdings are still being checked, no figure is shown.
- A simulation from public filings, not the investor's actual performance.
Holdings at the end of June 30, 2026. 13F filings are due 45 days after a quarter ends, so they are one to four months old.
This quarter's biggest moves
- GOOGLNew
- AMZN+1082.53%Added
Quarter by quarter
| Period | Return | Covered |
|---|---|---|
| September 30, 2025 – December 31, 2025 | +9.92% | 87% |
| December 31, 2025 – March 31, 2026 | −2.32% | 95% |
| March 31, 2026 – June 30, 2026 | +22.90% | 94% |
| June 30, 2026 – November 4, 2026 | +6.40% | 87% |
Holdings
10 stocks worth US$4.4B, options excluded.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| NTRANatera Inc | Added+4.01% | 3,186,306was 3,063,606 | US$864.9M | 19.86% |
| TSMTSMC ADR | Added+19.06% | 589,680was 495,280 | US$281.6M | 6.47% |
| STMStmicroelectronics N V | Added+18.75% | 3,102,880was 2,612,880 | US$232.4M | 5.34% |
| INSMInsmed Inc | Added+23.45% | 1,424,690was 1,154,090 | US$151.9M | 3.49% |
| YPFYpf Sociedad Anonima | Cut−3.00% | 3,138,897was 3,235,962 | US$142.7M | 3.28% |
| AMZNAmazon | Added+1082.53% | 541,600was 45,800 | US$129.1M | 2.96% |
| TBBBBbb Foods Inc | Cut−6.67% | 2,901,733was 3,109,202 | US$120.9M | 2.78% |
| GOOGLAlphabet | New | 336,300 | US$120.2M | 2.76% |
| EWZIshares Inc | Unchanged | 3,436,170 | US$118.5M | 2.72% |
| STXSeagate Technology Hldngs Pl | To be checked | 122,000 | US$117.7M | 2.70% |
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Filings
Each quarter's original 13F filing (SEC).