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Holdings reported by large investment funds on SEC Form 13F, shown for one fund, one stock, or a whole quarter.
How to read it
- 13F
- A quarterly list of U.S. stocks held by an investment manager with more than $100 million, filed within 45 days after each quarter ends.
- New, Added, Cut, Sold
- How each holding changed compared with the previous quarter's filing.
- % of portfolio
- How big the holding is compared with everything the fund reported.
- What it leaves out
- Short positions, most bonds, cash and foreign shares. The list is also up to 45 days old when it appears.
A real example
Berkshire Hathaway's 13F filings showed that during the second quarter of 2024 it sold roughly half of its Apple shares. Anyone reading the filing in August 2024 could see the change, but only after the quarter had ended.
Explain it like I'm 13
Imagine the biggest kids in the school trading-card club have to show everyone their card binder four times a year. You get to see which cards they kept, added or traded away, but the binder you see is already a few weeks old.
Data from public SEC filings and congressional reports. Information, not investment advice. Check every number against the filing linked on the page.
Stanley Druckenmiller13F · Q2 2026
Duquesne Family Office Portfolio and 13F Holdings
As of Jun 30, 2026, filed Aug 14, 2026. The top 10 positions make up 52.4% of the reported portfolio.
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$4.35MReported value
86Holdings
44New positions
23Positions closed
Holdings
| # | Stock | Value | % of total | vs. Q1 2026 |
|---|---|---|---|---|
| 1 | NTRA Natera Inc | $865K | 19.86% | ▲ +4.0% |
| 2 | TSM Taiwan Semiconductor Manufac | $282K | 6.47% | ▲ +19.1% |
| 3 | STM Stmicroelectronics N V | $232K | 5.34% | ▲ +18.8% |
| 4 | INSM Insmed Inc | $152K | 3.49% | ▲ +23.4% |
| 5 | YPF Ypf Sociedad Anonima | $143K | 3.28% | ▼ −3.0% |
| 6 | AMZN Amazon Com Inc | $129K | 2.96% | ▲ +1082.5% |
| 7 | TBBB Bbb Foods Inc | $121K | 2.78% | ▼ −6.7% |
| 8 | GOOGL Alphabet Inc | $120K | 2.76% | ▲ New |
| 9 | EWZ Ishares Inc | $119K | 2.72% | No change |
| 10 | STX Seagate Technology Hldngs Pl | $118K | 2.70% | ▲ +140.6% |
| 11 | FOXA Fox Corp | $115K | 2.64% | ▲ New |
| 12 | UAL United Airls Hldgs Inc | $108K | 2.48% | ▲ +202.8% |
| 13 | SE Sea Ltd | $105K | 2.42% | No change |
| 14 | CDW Cdw Corp | $105K | 2.40% | ▲ New |
| 15 | NAMS Newamsterdam Pharma Company | $104K | 2.39% | No change |
| 16 | SNDK Sandisk Corp | $79K | 1.82% | ▼ −8.5% |
| 17 | RVMD Revolution Medicines Inc | $75K | 1.72% | ▲ +26.5% |
| 18 | BTDR Bitdeer Technologies Group | $65K | 1.49% | ▲ New |
| 19 | CRH Crh Plc | $59K | 1.36% | ▲ +46.6% |
| 20 | DAL Delta Air Lines Inc | $56K | 1.30% | ▲ New |
| 21 | FLR Fluor Corp | $51K | 1.18% | ▲ New |
| 22 | DHI D R Horton Inc | $49K | 1.12% | ▲ New |
| 23 | CPNG Coupang Inc | $46K | 1.06% | No change |
| 24 | AMD Advanced Micro Devices Inc | $42K | 0.97% | ▲ New |
| 25 | PANW Palo Alto Networks Inc | $40K | 0.91% | ▲ New |
| 26 | CLF Cleveland-Cliffs Inc New | $40K | 0.91% | ▲ +82.2% |
| 27 | HUT Hut 8 Corp | $36K | 0.83% | ▲ New |
| 28 | CAI Caris Life Sciences Inc | $34K | 0.78% | No change |
| 29 | ARGT Global X Fds | $30K | 0.69% | ▼ −15.1% |
| 30 | FOX Fox Corp | $30K | 0.68% | ▲ New |
| 31 | WWD Woodward Inc | $29K | 0.66% | ▼ −68.2% |
| 32 | NUVB Nuvation Bio Inc | $26K | 0.59% | No change |
| 33 | PTGX Protagonist Therapeutics Inc | $26K | 0.59% | ▲ +30.8% |
| 34 | ROKU Roku Inc | $25K | 0.58% | ▼ −75.5% |
| 35 | CVCO Cavco Inds Inc Del | $24K | 0.56% | ▲ New |
| 36 | ADMA Adma Biologics Inc | $23K | 0.54% | ▲ +80.1% |
| 37 | PURR Hyperliquid Strategies Inc | $23K | 0.53% | ▲ New |
| 38 | RMBS Rambus Inc Del | $23K | 0.53% | ▲ New |
| 39 | RYTM Rhythm Pharmaceuticals Inc | $23K | 0.52% | ▲ New |
| 40 | SKY Champion Homes Inc | $22K | 0.51% | ▲ New |
| 41 | DAKT Daktronics Inc | $22K | 0.50% | ▲ +99.6% |
| 42 | PCT Purecycle Technologies Inc | $22K | 0.50% | ▲ +178.4% |
| 43 | SCCO Southern Copper Corp | $21K | 0.49% | ▲ +1.0% |
| 44 | LIN Linde Plc | $21K | 0.49% | No change |
| 45 | ENTG Entegris Inc | $21K | 0.49% | ▲ New |
| 46 | TEVA Teva Pharmaceutical Inds Ltd | $21K | 0.49% | ▼ −73.7% |
| 47 | U Unity Software Inc | $21K | 0.48% | No change |
| 48 | AEVA Aeva Technologies Inc | $21K | 0.48% | ▲ New |
| 49 | RIOT Riot Platforms Inc | $21K | 0.47% | ▲ New |
| 50 | Q Qnity Electronics Inc | $21K | 0.47% | No change |
| 51 | EQIX Equinix Inc | $19K | 0.44% | ▲ New |
| 52 | LRCX Lam Research Corp | $19K | 0.43% | ▲ New |
| 53 | DFTX Definium Therapeutics Inc | $17K | 0.39% | ▲ New |
| 54 | BLTE Belite Bio Inc Sponsored | $16K | 0.38% | No change |
| 55 | RSP Invesco Exchange Traded Fd T | $16K | 0.36% | ▲ New |
| 56 | TXG 10X Genomics Inc | $15K | 0.35% | ▲ New |
| 57 | WAB Wabtec | $15K | 0.35% | ▼ −40.4% |
| 58 | LLY Eli Lilly & Co | $15K | 0.34% | ▲ New |
| 59 | XENE Xenon Pharmaceuticals Inc | $14K | 0.33% | No change |
| 60 | OLMA Olema Pharmaceuticals Inc | $12K | 0.28% | No change |
| 61 | RGEN Repligen Corp | $11K | 0.24% | ▲ New |
| 62 | RKT Rocket Cos Inc | $10K | 0.24% | ▲ New |
| 63 | BIDU Baidu Inc | $10K | 0.23% | ▲ New |
| 64 | ARM Arm Holdings Plc | $10K | 0.23% | ▼ −73.7% |
| 65 | CVNA Carvana Co | $10K | 0.23% | ▲ New |
| 66 | RDDT Reddit Inc | $10K | 0.23% | ▲ New |
| 67 | AA Alcoa Corp | $10K | 0.22% | ▼ −87.6% |
| 68 | TMO Thermo Fisher Scientific Inc | $10K | 0.22% | ▲ New |
| 69 | DHR Danaher Corp Del | $10K | 0.22% | ▲ New |
| 70 | FFIV F5 Inc | $9K | 0.21% | ▲ New |
| 71 | VIST Vista Energy S.A.B. De C.V. | $9K | 0.20% | No change |
| 72 | SKE Skeena Res Ltd New | $8K | 0.18% | ▲ New |
| 73 | JBS Jbs N.V. | $8K | 0.18% | No change |
| 74 | GLUE Monte Rosa Therapeutics Inc | $7K | 0.17% | ▲ New |
| 75 | RLAY Relay Therapeutics Inc | $7K | 0.15% | ▲ New |
| 76 | DBVT Dbv Technologies S A Sponsored | $6K | 0.14% | No change |
| 77 | CCC Ccc Intelligent Solutions Hl | $6K | 0.14% | ▲ New |
| 78 | UWMC Uwm Holdings Corporation | $6K | 0.14% | ▲ New |
| 79 | NVTS Navitas Semiconductor Corp | $6K | 0.13% | ▲ New |
| 80 | SOLS Solstice Advanced Matls Inc | $6K | 0.13% | No change |
| 81 | FTAI Ftai Aviation Ltd | $5K | 0.13% | ▲ New |
| 82 | BEAM Beam Therapeutics Inc | $5K | 0.12% | ▲ New |
| 83 | AUR Aurora Innovation Inc | $4K | 0.10% | ▲ New |
| 84 | IREN Iren Limited | $4K | 0.09% | ▲ New |
| 85 | GGAL Grupo Financiero Galicia S.A | $3K | 0.07% | ▲ New |
| 86 | WVE Wave Life Sciences Ltd | $1K | 0.02% | No change |
Closed since Q1 2026
| Stock | Shares last quarter | Value last quarter |
|---|---|---|
| AVGO Broadcom Inc | 195,955 | $61K |
| OPCH Option Care Health Inc | 1,868,550 | $50K |
| FIGR Figure Technology Solutio | 1,150,415 | $39K |
| QSR Restaurant Brands Intl Inc | 454,435 | $34K |
| LSCC Lattice Semiconductor Corp | 323,135 | $30K |
| HUM Humana Inc | 137,505 | $24K |
| TWLO Twilio Inc | 181,760 | $23K |
| JBL Jabil Inc | 82,200 | $22K |
| GSG Ishares S&P Gsci Commodity- | 643,000 | $21K |
| BE Bloom Energy Corp | 136,320 | $18K |
| INTC Intel Corp | 411,400 | $18K |
| NET Cloudflare Inc | 52,535 | $11K |
| LYB Lyondellbasell Industries Nv | 131,435 | $11K |
| TWST Twist Bioscience Corp | 206,000 | $10K |
| COHR Coherent Corp | 40,400 | $10K |
| CLS Celestica Inc | 33,275 | $9K |
| STUB Stubhub Hldgs Inc | 1,367,177 | $9K |
| MU Micron Technology Inc | 23,400 | $8K |
| ECHO Echostar Corp | 60,765 | $7K |
| ALM Almonty Inds Inc | 469,880 | $7K |
| LITE Lumentum Hldgs Inc | 6,963 | $5K |
| MELI Mercadolibre Inc | 2,766 | $5K |
| WLK Westlake Corporation | 21,194 | $2K |
Source: SEC Form 13F-HR, accession 0001536411-26-000006, retrieved Oct 28, 2026. How we read filings
A 13F shows long U.S. stock positions at quarter end only. It leaves out shorts, cash, bonds, most non-U.S. holdings and anything bought or sold since. Positions in listed options are not included in this table. What a 13F can't tell you →