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Stanley Druckenmiller
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Q2 2026 report
What Druckenmiller did in Q2 2026
Duquesne Family Office
·
filed Aug 14, 2026
·
86
positions ·
$4.35B
Share card
Open snapshot
New positions (48)
INSM
new position —
16.80%
of the portfolio
(calls)
TSLA
new position —
6.19%
of the portfolio
(calls)
CDW
new position —
4.10%
of the portfolio
(calls)
META
new position —
3.29%
of the portfolio
(calls)
GOOGL
new position —
2.76%
of the portfolio
FOXA
new position —
2.64%
of the portfolio
CDW
new position —
2.40%
of the portfolio
G11448100
new position —
1.49%
of the portfolio
DAL
new position —
1.30%
of the portfolio
FLR
new position —
1.18%
of the portfolio
DHI
new position —
1.12%
of the portfolio
AMD
new position —
0.97%
of the portfolio
PANW
new position —
0.91%
of the portfolio
HUT
new position —
0.83%
of the portfolio
FOX
new position —
0.68%
of the portfolio
CVCO
new position —
0.56%
of the portfolio
PURR
new position —
0.53%
of the portfolio
RMBS
new position —
0.53%
of the portfolio
RYTM
new position —
0.52%
of the portfolio
SKY
new position —
0.51%
of the portfolio
ENTG
new position —
0.49%
of the portfolio
AEVA
new position —
0.48%
of the portfolio
RIOT
new position —
0.47%
of the portfolio
EQIX
new position —
0.44%
of the portfolio
LRCX
new position —
0.43%
of the portfolio
DFTX
new position —
0.39%
of the portfolio
RSP
new position —
0.36%
of the portfolio
TXG
new position —
0.35%
of the portfolio
LLY
new position —
0.34%
of the portfolio
RGEN
new position —
0.24%
of the portfolio
RKT
new position —
0.24%
of the portfolio
BIDU
new position —
0.23%
of the portfolio
CVNA
new position —
0.23%
of the portfolio
RDDT
new position —
0.23%
of the portfolio
DHR
new position —
0.22%
of the portfolio
TMO
new position —
0.22%
of the portfolio
FFIV
new position —
0.21%
of the portfolio
SKE
new position —
0.18%
of the portfolio
GLUE
new position —
0.17%
of the portfolio
RLAY
new position —
0.15%
of the portfolio
CCC
new position —
0.14%
of the portfolio
UWMC
new position —
0.14%
of the portfolio
NVTS
new position —
0.13%
of the portfolio
G3730V105
new position —
0.13%
of the portfolio
BEAM
new position —
0.12%
of the portfolio
AUR
new position —
0.10%
of the portfolio
Q4982L109
new position —
0.09%
of the portfolio
GGAL
new position —
0.07%
of the portfolio
Sold out (23)
AVGO
sold out — was
2.06%
OPCH
sold out — was
1.71%
FIGR
sold out — was
1.33%
QSR
sold out — was
1.14%
LSCC
sold out — was
1.02%
HUM
sold out — was
0.81%
TWLO
sold out — was
0.78%
JBL
sold out — was
0.74%
GSG
sold out — was
0.71%
BE
sold out — was
0.63%
INTC
sold out — was
0.62%
NET
sold out — was
0.37%
N53745100
sold out — was
0.36%
COHR
sold out — was
0.33%
TWST
sold out — was
0.33%
CLS
sold out — was
0.32%
STUB
sold out — was
0.29%
MU
sold out — was
0.27%
ECHO
sold out — was
0.24%
ALM
sold out — was
0.23%
LITE
sold out — was
0.17%
MELI
sold out — was
0.16%
WLK
sold out — was
0.08%
Added (17)
IWM
added
317.7%
of shares — weight
4.46% → 11.57%
(calls)
AMZN
added
129.7%
of shares — weight
9.47% → 12.78%
(calls)
INSM
added
23.4%
of shares — weight
6.43% → 3.49%
AMZN
added
1082.5%
of shares — weight
0.32% → 2.96%
STM
added
18.8%
of shares — weight
3.07% → 5.34%
G7997R103
added
140.6%
of shares — weight
0.68% → 2.70%
UAL
added
202.8%
of shares — weight
0.82% → 2.48%
NTRA
added
4.0%
of shares — weight
20.86% → 19.86%
TSM
added
19.1%
of shares — weight
5.70% → 6.47%
RVMD
added
26.5%
of shares — weight
1.05% → 1.72%
PCT
added
178.4%
of shares — weight
0.17% → 0.50%
CLF
added
82.3%
of shares — weight
0.67% → 0.91%
SCCO
added
1.0%
of shares — weight
0.71% → 0.49%
DAKT
added
99.6%
of shares — weight
0.37% → 0.50%
ADMA
added
80.1%
of shares — weight
0.47% → 0.54%
PTGX
added
30.8%
of shares — weight
0.57% → 0.59%
G25508105
added
46.6%
of shares — weight
1.35% → 1.36%
Trimmed (10)
AA
trimmed
87.6%
of shares — weight
3.37% → 0.22%
TEVA
trimmed
73.7%
of shares — weight
2.44% → 0.49%
WWD
trimmed
68.2%
of shares — weight
2.58% → 0.66%
ROKU
trimmed
75.5%
of shares — weight
2.42% → 0.58%
YPF
trimmed
3.0%
of shares — weight
5.09% → 3.28%
SNDK
trimmed
8.5%
of shares — weight
0.83% → 1.82%
G0896C103
trimmed
6.7%
of shares — weight
3.74% → 2.78%
ARGT
trimmed
15.1%
of shares — weight
1.23% → 0.69%
WAB
trimmed
40.4%
of shares — weight
0.81% → 0.35%
ARM
trimmed
73.7%
of shares — weight
0.55% → 0.23%