Stanley Druckenmiller portfolio

Latest reported portfolio for Q2 2026, straight from the SEC information table. A PUT is a bearish bet, not a long — flagged where present. Not investment advice.

Follow this investor and get an email the day they file — a 13D stake, an insider trade, or a new 13F. Free, no card.

Portfolio value

$5.2M

Positions

Top 10 weight

46%

Quarter

Q2 2026

Versus Q1 2026: 48 new, 17 added, 10 trimmed, 23 sold out.

Recent SEC activity

Every filing Stanley Druckenmiller has made, newest first, across all form types — not just the quarterly 13F. A 13D activist stake is public within days and a Form 4 insider trade within two business days, so this feed moves long before the next 13F does. It updates within minutes of a filing hitting SEC EDGAR.

Holding	Value	% of book	Shares	vs prior Q
NTRANatera Inc COM · 632307104	$864.9K	16.6%	3,186,306	ADDED +4%
TSMTaiwan Semiconductor Manufac SPONSORED ADS · 874039100	$281.6K	5.4%	589,680	ADDED +19%
STMStmicroelectronics N V NY REGISTRY · 861012102	$232.4K	4.5%	3,102,880	ADDED +19%
RSPInvesco Exchange Traded Fd T CALL S&P500 EQL WGT · 46137V357	$174.7K	3.4%	821,000	HELD
INSMInsmed Inc COM PAR $.01 · 457669307	$151.9K	2.9%	1,424,690	ADDED +23%
EWZIshares Inc CALL MSCI BRAZIL ETF · 464286400	$145.9K	2.8%	4,228,000	HELD
INSMInsmed Inc CALL COM PAR $.01 · 457669307	$143.9K	2.8%	1,350,000	NEW
YPFYpf Sociedad Anonima SPON ADR CL D · 984245100	$142.7K	2.7%	3,138,897	REDUCED -3%
AMZNAmazon Com Inc COM · 023135106	$129.1K	2.5%	541,600	ADDED +1082%
Bbb Foods Inc CL A COM · G0896C103	$120.9K	2.3%	2,901,733	REDUCED -7%
GOOGLAlphabet Inc CAP STK CL A · 02079K305	$120.2K	2.3%	336,300	NEW
EWZIshares Inc MSCI BRAZIL ETF · 464286400	$118.5K	2.3%	3,436,170	HELD
Seagate Technology Hldngs Pl ORD SHS · G7997R103	$117.7K	2.3%	122,000	ADDED +141%
FOXAFox Corp CL A COM · 35137L105	$115K	2.2%	2,204,600	NEW
AMZNAmazon Com Inc CALL COM · 023135106	$109.5K	2.1%	459,300	ADDED +130%
UALUnited Airls Hldgs Inc COM · 910047109	$108.1K	2.1%	794,795	ADDED +203%
SESea Ltd SPONSORD ADS · 81141R100	$105.4K	2.0%	1,099,905	HELD
CDWCdw Corp COM · 12514G108	$104.6K	2.0%	743,950	NEW
Newamsterdam Pharma Company ORDINARY SHARES · N62509109	$104K	2.0%	3,070,146	HELD
IWMIshares Tr CALL RUSSELL 2000 ETF · 464287655	$99.1K	1.9%	330,000	ADDED +318%
SNDKSandisk Corp COM · 80004C200	$79.4K	1.5%	34,900	REDUCED -8%
RVMDRevolution Medicines Inc COM · 76155X100	$74.8K	1.4%	399,587	ADDED +26%
SPYState Str Spdr S&P 500 Etf T CALL TR UNIT · 78462F103	$67.2K	1.3%	90,000	HELD
Bitdeer Technologies Group CL A ORD SHS · G11448100	$64.7K	1.2%	4,074,993	NEW
Crh Plc ORD · G25508105	$59.2K	1.1%	553,555	ADDED +47%
DALDelta Air Lines Inc COM NEW · 247361702	$56.5K	1.1%	603,000	NEW
TSLATesla Inc CALL COM · 88160R101	$53K	1.0%	126,000	NEW
FLRFluor Corp COM · 343412102	$51.5K	1.0%	982,200	NEW
DHID R Horton Inc COM · 23331A109	$48.7K	0.9%	299,000	NEW
CPNGCoupang Inc CL A · 22266T109	$46.3K	0.9%	2,667,485	HELD
AMDAdvanced Micro Devices Inc COM · 007903107	$42.3K	0.8%	72,900	NEW
PANWPalo Alto Networks Inc COM · 697435105	$39.8K	0.8%	116,650	NEW
CLFCleveland-Cliffs Inc New COM · 185899101	$39.6K	0.8%	4,216,184	ADDED +82%
HUTHut 8 Corp COM · 44812J104	$36.3K	0.7%	314,150	NEW
CDWCdw Corp CALL COM · 12514G108	$35.2K	0.7%	250,000	NEW
CAICaris Life Sciences Inc COM · 142152107	$33.8K	0.7%	1,894,450	HELD
ARGTGlobal X Fds GB MSCI AR ETF · 37950E259	$30K	0.6%	328,800	REDUCED -15%
FOXFox Corp CL B COM · 35137L204	$29.6K	0.6%	632,600	NEW
WWDWoodward Inc COM · 980745103	$28.6K	0.6%	67,194	REDUCED -68%
METAMeta Platforms Inc CALL CL A · 30303M102	$28.2K	0.5%	50,000	NEW

Sold out entirely last quarter

Broadcom Inc — sold entire 195,955-share stake ($60.6K)
Option Care Health Inc — sold entire 1,868,550-share stake ($50.3K)
Figure Technology Solutio — sold entire 1,150,415-share stake ($39.1K)
Restaurant Brands Intl Inc — sold entire 454,435-share stake ($33.6K)
Lattice Semiconductor Corp — sold entire 323,135-share stake ($30K)
Humana Inc — sold entire 137,505-share stake ($23.8K)
Twilio Inc — sold entire 181,760-share stake ($22.9K)
Jabil Inc — sold entire 82,200-share stake ($21.8K)
Ishares S&P Gsci Commodity- — sold entire 643,000-share stake ($20.7K)
Bloom Energy Corp — sold entire 136,320-share stake ($18.5K)
Intel Corp — sold entire 411,400-share stake ($18.2K)
Cloudflare Inc — sold entire 52,535-share stake ($10.8K)

Get this in your code: free API key, then GET /v1/holdings/duquesne. Full quarter-over-quarter diff, options flagged, JSON. See also insider cluster buys and the live buy radar.

View the raw 13F on SEC EDGAR → · 13F is filed up to 45 days after quarter-end, so it reflects positions as of Q2 2026, not today.