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Family office · Long-only 13F filer

Duquesne Family Office

$4.4B+$1.4B vs prior 13FUS long stock positions · options add $856.6M at notional · not assets under managementSEC EDGAR · 13F-HR · filed 14 August 2026

Duquesne Family Office's latest 13F filing covers the quarter ended 30 June 2026 and was filed 14 August 2026 (45 days after quarter end): 95 disclosed US-listed positions — $4.4 billion in long stock plus $857 million in options at notional value. 48 new buys, twelve adds, six trims and 23 exits against the prior quarter. Holdings are up to 45 days old by the time they clear EDGAR.

Portfolio · vs S&P 500Duquesne Family OfficeS&P 500
Sept 2025Duquesne Family Office +11% · S&P: +12%

The line rebuilds Duquesne Family Office's disclosed 13F holdings at each filing and holds them to the next, tracked against the S&P 500 where daily price history overlaps. Long US equity only — an illustrative read, not an audited return.

S&P 500 overlay: Finazon · prior-day close, most closes dollar-rounded at the source

Portfolio · vs S&P 500Duquesne Family OfficeS&P 500
Sept 2024Duquesne Family Office +53% · S&P from Sept 2025: +12%

The line rebuilds Duquesne Family Office's disclosed 13F holdings at each filing and holds them to the next, tracked against the S&P 500 where daily price history overlaps. Long US equity only — an illustrative read, not an audited return.

S&P 500 overlay: Finazon · prior-day close, most closes dollar-rounded at the source

Long stock value$4.4B
Positions95
Top holdingNTRA · 16.6%
Top sectorHealthcare 26%
New buys · Q2 202648
Exits · Q2 202623

Portfolio reconstructed from SEC EDGAR 13F filings · values as reported · as of Q2 2026

Top holdings — quarter ended 30 June 2026

Largest 15 of 95 positions
PositionValueWeightSharesLast quarter
NTRANatera Inc$864.9M16.6%3.2MHeld
TSMTaiwan Semiconductor Manufac$281.6M5.4%589.7KHeld
STMStmicroelectronics N V$232.4M4.5%3.1MHeld
RSPInvesco Exchange Traded Fd TCall$174.7M3.4%821.0KHeld
INSMInsmed Inc$151.9M2.9%1.4MHeld
EWZIshares IncCall$145.9M2.8%4.2MHeld
INSMInsmed IncCall$143.9M2.8%1.4MNew buy
YPFYpf Sociedad Anonima$142.7M2.7%3.1MHeld
AMZNAmazon Com Inc$129.1M2.5%541.6KAdded
TBBBBbb Foods Inc$120.9M2.3%2.9MHeld
GOOGLAlphabet Inc$120.2M2.3%336.3KNew buy
EWZIshares Inc$118.5M2.3%3.4MHeld
STXSeagate Technology Hldngs Pl$117.7M2.3%122.0KAdded
FOXAFox Corp$115.0M2.2%2.2MNew buy
AMZNAmazon Com IncCall$109.5M2.1%459.3KAdded

Rows sharing a company name are separate securities of the same issuer — different share classes or option positions, as filed.

Quarterly changes — quarter ended 30 June 2026

89 changes vs prior quarter
New buys48
Adds12
Trims6
Exits23

What changed against the previous quarter's filing: new positions first, then adds, trims and exits, each sorted by position size. Showing the 20 largest per change type — 89 changes were disclosed in total.

PositionChangeShares movedValue after
INSMInsmed IncCallNew buy+1.4M$143.9M
GOOGLAlphabet IncNew buy+336.3K$120.2M
FOXAFox CorpNew buy+2.2M$115.0M
CDWCdw CorpNew buy+744.0K$104.6M
BTDRBitdeer Technologies GroupNew buy+4.1M$64.7M
DALDelta Air Lines IncNew buy+603.0K$56.5M
TSLATesla IncCallNew buy+126.0K$53.0M
FLRFluor CorpNew buy+982.2K$51.5M
DHID R Horton IncNew buy+299.0K$48.7M
AMDAdvanced Micro Devices IncNew buy+72.9K$42.3M
PANWPalo Alto Networks IncNew buy+116.7K$39.8M
HUTHut 8 CorpNew buy+314.1K$36.3M
CDWCdw CorpCallNew buy+250.0K$35.2M
FOXFox CorpNew buy+632.6K$29.6M
METAMeta Platforms IncCallNew buy+50.0K$28.2M
CVCOCavco Inds Inc DelNew buy+39.5K$24.3M
PURRHyperliquid Strategies IncNew buy+2.9M$23.1M
RMBSRambus Inc DelNew buy+173.0K$23.0M
RYTMRhythm Pharmaceuticals IncNew buy+203.6K$22.6M
SKYChampion Homes IncNew buy+254.4K$22.4M
AMZNAmazon Com IncAdded+495.8K$129.1M
STXSeagate Technology Hldngs PlAdded+71.3K$117.7M
AMZNAmazon Com IncCallAdded+259.3K$109.5M
UALUnited Airls Hldgs IncAdded+532.3K$108.1M
IWMIshares TrCallAdded+251.0K$99.1M
RVMDRevolution Medicines IncAdded+83.7K$74.8M
CRHCrh PlcAdded+176.0K$59.2M
CLFCleveland-Cliffs Inc NewAdded+1.9M$39.6M
PTGXProtagonist Therapeutics IncAdded+49.2K$25.6M
ADMAAdma Biologics IncAdded+1.2M$23.3M
DAKTDaktronics IncAdded+560.5K$22.0M
PCTPurecycle Technologies IncAdded+1.7M$21.7M
WWDWoodward IncTrimmed−144.2K$28.6M
ROKURoku IncTrimmed−566.1K$25.4M
TEVATeva Pharmaceutical Inds LtdTrimmed−1.8M$21.2M
WABWabtecTrimmed−38.3K$15.3M
ARMArm Holdings PlcTrimmed−78.6K$10.0M
AAAlcoa CorpTrimmed−1.3M$9.7M
AVGOBroadcom IncSold out−196.0Kwas $60.6M
OPCHOption Care Health IncSold out−1.9Mwas $50.3M
FIGRFigure Technology SolutioSold out−1.2Mwas $39.1M
QSRRestaurant Brands Intl IncSold out−454.4Kwas $33.6M
LSCCLattice Semiconductor CorpSold out−323.1Kwas $30.0M
HUMHumana IncSold out−137.5Kwas $23.8M
TWLOTwilio IncSold out−181.8Kwas $22.9M
JBLJabil IncSold out−82.2Kwas $21.8M
GSGIshares S&P Gsci Commodity-Sold out−643.0Kwas $20.7M
BEBloom Energy CorpSold out−136.3Kwas $18.5M
INTCIntel CorpSold out−411.4Kwas $18.2M
NETCloudflare IncSold out−52.5Kwas $10.8M
LYBLyondellbasell Industries NvSold out−131.4Kwas $10.6M
TWSTTwist Bioscience CorpSold out−206.0Kwas $9.8M
COHRCoherent CorpSold out−40.4Kwas $9.6M
CLSCelestica IncSold out−33.3Kwas $9.4M
STUBStubhub Hldgs IncSold out−1.4Mwas $8.5M
MUMicron Technology IncSold out−23.4Kwas $7.9M
SATSEchostar CorpSold out−60.8Kwas $7.1M
ALMAlmonty Inds IncSold out−469.9Kwas $6.8M

Rows sharing a company name are separate securities of the same issuer — different share classes or option positions, as filed.

Sector allocation

Other / unclassified26%
Healthcare26%
Technology25%
Consumer Cyclical8%
Industrials6%
Basic Materials3%
Energy3%
Financial Services1%
Communication Services1%
nan1%
Real Estate0%

Holdings by sector

Other / unclassified carries the largest share of disclosed value, at 26%.

Other / unclassified26%
AMZN · BTDR · CDW · DFTX · EWZ · INSM · IREN · IWM · JBS · META · NAMS · PURR · Q · RSP · SKE · SOLS · SPY · TBBB · TSLA · VIST
Healthcare26%
ADMA · BEAM · BLTE · DBVT · DHR · GLUE · INSM · LLY · NTRA · NUVB · OLMA · PTGX · RGEN · RLAY · RVMD · RYTM · TEVA · TMO · TXG · WVE · XENE
Technology25%
AEVA · AMD · ARM · AUR · BIDU · CDW · DAKT · ENTG · FFIV · GOOGL · LRCX · NVTS · PANW · RMBS · SE · SNDK · STM · STX · TSM · U
Consumer Cyclical8%
AMZN · CPNG · CVCO · CVNA · DHI · FOX · FOXA · SKY
Industrials6%
CAI · CCC · DAL · FLR · FTAI · PCT · UAL · WAB · WWD
Basic Materials3%
AA · CLF · CRH · LIN · SCCO
Energy3%
YPF
Financial Services1%
GGAL · HUT · RIOT · RKT · UWMC
Communication Services1%
RDDT · ROKU
nan1%
ARGT
Real Estate0%
EQIX
What is Duquesne Family Office's biggest holding?

As of the quarter ended 30 June 2026, the largest disclosed position was NTRA (Natera Inc), about 16.6% of the disclosed US-listed portfolio by reported value.

What did Stanley Druckenmiller's Duquesne Family Office buy in Q2 2026?

48 new positions were disclosed for the quarter ended 30 June 2026; the largest were a Call on INSM, GOOGL, FOXA. Adds and trims are listed in the quarterly-changes table on this page.

How concentrated is the portfolio?

Broadly diversified. The top five positions are 33% of disclosed value and the top ten are 46%.

When is Duquesne Family Office's next 13F due?

13F filings for the quarter ended 30 September 2026 are due by 16 November 2026 — managers have 45 days after each calendar quarter ends. Whether Duquesne Family Office files is up to the manager; we show whatever EDGAR receives.

Does this show the whole portfolio?

No. Form 13F covers US-listed long equity and some options only — no short bets, bonds, cash, private businesses, non-US holdings or timing inside the quarter. Amended filings replace originals; this page always shows the latest canonical version.

Read the form itself on SEC EDGAR or see our plain-words guide to 13F filings — Duquesne Family Office may have already changed these positions since 30 June 2026.

Duquesne Family Office 13F portfolio — holdings and quarterly moves · The Distributed