Stanley Druckenmiller Duquesne Family Office
Stanley Druckenmiller is the founder of Duquesne Family Office and one of the most closely watched macro investors of his generation. He first became widely known as lead portfolio manager of the Quantum Fund alongside George Soros, including during the famous 1992 bet against the British pound. After returning outside capital, he has continued to invest with a flexible, top-down approach that blends macroeconomic views with concentrated equity and commodity positions.
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Fox Class A
FOXA
|
+$136M |
| 2 |
Amazon
AMZN
|
+$124M |
| 3 |
Alphabet (Google) Class A
GOOGL
|
+$121M |
| 4 |
CDW
CDW
|
+$93.4M |
| 5 |
Bitdeer Technologies
BTDR
|
+$58.5M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Alcoa
AA
|
+$87.6M |
| 2 |
Roku
ROKU
|
+$69.1M |
| 3 |
Broadcom
AVGO
|
+$60.6M |
| 4 |
Teva Pharmaceutical Industries Limited
TEVA
|
+$58.4M |
| 5 |
Woodward
WWD
|
+$54.7M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Healthcare | 28.67% |
| 2 | Technology | 21.89% |
| 3 | Miscellaneous | 19.59% |
| 4 | Consumer Discretionary | 7.49% |
| 5 | Communication Services | 5.95% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Humana
HUM
$46.4B
| – | – |
-137,505
| Closed | -$23.8M |
|
102
Intel
INTC
$574B
| – | – |
-411,400
| Closed | -$18.2M |
|
103
Jabil
JBL
$31.4B
| – | – |
-82,200
| Closed | -$21.8M |
|
104
Lumentum
LITE
$83.5B
| – | – |
-6,963
| Closed | -$4.89M |
|
105
Lattice Semiconductor
LSCC
$15.8B
| – | – |
-323,135
| Closed | -$30M |
|
106
LyondellBasell Industries
LYB
$20B
| – | – |
-131,435
| Closed | -$10.6M |
|
107
Mercado Libre
MELI
$90.6B
| – | – |
-2,766
| Closed | -$4.78M |
|
108
Micron Technology
MU
$1.15T
| – | – |
-23,400
| Closed | -$7.91M |
|
109
Cloudflare
NET
$115B
| – | – |
-52,535
| Closed | -$10.8M |
|
110
Option Care Health
OPCH
$3.64B
| – | – |
-1,868,550
| Closed | -$50.3M |
|
111
Restaurant Brands International
QSR
$25.4B
| – | – |
-454,435
| Closed | -$33.6M |
|
|
ECHO
112
EchoStar
ECHO
$27.1B
| – | – |
-60,765
| Closed | -$7.11M |
|
113
Twilio
TWLO
$37.4B
| – | – |
-181,760
| Closed | -$22.9M |
|
114
Twist Bioscience
TWST
$11.1B
| – | – |
-206,000
| Closed | -$9.79M |
|
115
Westlake Corp
WLK
$8.83B
| – | – |
-21,194
| Closed | -$2.48M |
|
|
ALM
116
Almonty Industries
ALM
$3.99B
| – | – |
-469,880
| Closed | -$6.8M |
|
|
FIGR
117
Figure Technology Solutions
FIGR
$7.96B
| – | – |
-1,150,415
| Closed | -$39.1M |
|
|
STUB
118
StubHub Holdings
STUB
$2.26B
| – | – |
-1,367,177
| Closed | -$8.53M |
|
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Stanley Druckenmiller's Q2 2026 Portfolio in Review
As of Q2 2026, Stanley Druckenmiller held 118 positions worth $5.21B, up 54% from $3.38B the previous quarter. Its ten largest holdings account for 46% of the portfolio.
Stanley Druckenmiller deployed $738M of net new capital in Q2 2026, opening 48 new positions and adding to 16 existing holdings. Its largest new stake was Fox Class A: 2,204,600 shares worth $115M.
By sector, the portfolio is most concentrated in Healthcare at 29% of assets, down from 36% a quarter earlier, followed by Technology and Miscellaneous.
On the sell side, the largest reduction was Alcoa, an estimated $87.6M trimmed.
- Stanley Druckenmiller's largest Q2 2026 buy was Fox Class A: 2,204,600 shares worth $115M.
- Stanley Druckenmiller added most to Amazon in Q2 2026, an estimated $124M increase.
- Stanley Druckenmiller's biggest Q2 2026 reduction was Alcoa, cutting an estimated $87.6M.
- Stanley Druckenmiller fully exited Broadcom in Q2 2026, selling an estimated $60.6M.
- Stanley Druckenmiller's ten largest holdings make up 46% of its $5.21B portfolio in Q2 2026.
- Stanley Druckenmiller opened 48 new positions and closed 23 in Q2 2026.
- Stanley Druckenmiller's portfolio value rose 54% quarter-over-quarter to $5.21B.
Based on Duquesne Family Office's 13F filing for Q2 2026, filed 14 Aug 2026.