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Duquesne Family Office LLC (Stanley Druckenmiller): 13F portfolio Q2 2026 and what copying it returned
Stanley Druckenmiller's fund. Duquesne Family Office LLC's 13F for the quarter ended 2026-06-30 (filed Aug 14, 2026): 86 common-share positions, $5.2B reported. Copying each 13F the day after it was filed returned +262.7% from Jun 2, 2022 to Nov 6, 2026, against +79.5% for SPY.
Copying the 13F
Each 13F bought at the close of the first trading day after it was filed and held, drifting, until the next one; value-weighted over the common-share positions with a price (88.8% of the portfolio on average); 18 filings since Nov 14, 2013. Price returns for the clone and SPY alike (no dividends, no costs). A 13F lists only US long positions at quarter end, reported up to 45 days later.
Largest holdings (2026-06-30)
| Ticker | Company | Weight | Value | Change in the quarter |
|---|---|---|---|---|
| NTRA | Natera | 16.6% | $865M | +4.0% |
| TSM | Taiwan Semiconductor Manufacturing | 5.4% | $282M | +19.1% |
| STM | STMicroelectronics N.V. | 4.5% | $232M | +18.8% |
| INSM | Insmed | 2.9% | $152M | +23.4% |
| YPF | YPF Sociedad Anonima | 2.7% | $143M | -3.0% |
| AMZN | Amazon.com | 2.5% | $129M | +1082.5% |
| GOOGL | Alphabet | 2.3% | $120M | new |
| EWZ | iShares MSCI Brazil ETF | 2.3% | $119M | unchanged |
| FOXA | Fox | 2.2% | $115M | new |
| UAL | United Airlines Holdings | 2.1% | $108M | +202.8% |
| SE | Sea | 2.0% | $105M | unchanged |
| CDW | CDW | 2.0% | $105M | new |
| SNDK | Sandisk | 1.5% | $79.4M | -8.5% |
| RVMD | Revolution Medicines | 1.4% | $74.8M | +26.5% |
| DAL | Delta Air Lines | 1.1% | $56.5M | new |
| FLR | Fluor | 1.0% | $51.5M | new |
| DHI | Horton D R | 0.9% | $48.7M | new |
| CPNG | Coupang | 0.9% | $46.3M | unchanged |
| AMD | Advanced Micro Devices | 0.8% | $42.3M | new |
| PANW | Palo Alto Networks | 0.8% | $39.8M | new |
Biggest adds
- GOOGL new
- FOXA new
- CDW new
- DAL new
- FLR new
- DHI new
- AMD new
- PANW new
- HUT new
- FOX new
- CVCO new
Biggest cuts
- AVGO exit
- OPCH exit
- FIGR exit
- QSR exit
- LSCC exit
- HUM exit
- TWLO exit
- JBL exit
- GSG exit
- BE exit
- INTC exit
- NET exit
Track record
Of 939 position changes scored in 939 separate decisions, 50.0% were on the right side of SPY over the next three months (Disclosures → Smart money).
Open in Disclosures → every quarter, the clone month by month, the smart-money record
Source: SEC Form 13F-HR, filer CIK 1536411. Not investment advice.