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HoldingsActivityBuysSells

Data sourced from SEC EDGAR 13F filings

PricingTerms© 2026 Super Investor · Not financial advice

Stanley Druckenmiller – Duquesne Family Office LLC

Period:
Q1 2026
Portfolio date:
Mar 31, 2026
No. of stocks:
70
Portfolio value:
$3,376,828,000
Filed:
May 15, 2026
Style:
Macro / Growth
Pro

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HistStockActivityShare change% change to portfolio
Q1 2026filed May 15, 2633 new11 added19 reduced23 exited
≡XLF – Select Sector Spdr TrSell−5,495,600−6.70
≡NTRA – Natera IncAdd 22.00%552,2495.34
≡RSP – Invesco Exchange Traded Fd TSell−1,173,925−5.00
≡RSPCALL – Invesco Exchange Traded Fd TBuy821,0004.67
≡YPF – Ypf Sociedad AnonimaAdd 433.00%2,628,9723.94
≡EWZ – Ishares IncBuy3,436,1703.91
≡AMZNCALL – Amazon Com IncReduce 76.00%−637,940−3.07
≡GOOGL – Alphabet IncSell−385,000−2.68
≡STM – Stmicroelectronics N VAdd 238.00%1,839,3252.23
≡CPNG – Coupang IncReduce 61.00%−4,105,424−2.06
≡MELI – Mercadolibre IncReduce 94.00%−44,383−1.97
≡TEVA – Teva Pharmaceutical Inds LtdReduce 60.00%−3,497,585−1.96
≡AVGO – Broadcom IncBuy195,9551.80
≡COGT – Cogent Biosciences IncSell−2,214,470−1.75
≡WWD – Woodward IncReduce 64.00%−379,575−1.73
≡ENTG – Entegris IncSell−844,160−1.58
≡DOCU – Docusign IncSell−1,019,085−1.55
≡AA – Alcoa CorpAdd 9.00%117,3401.31
≡TSM – Taiwan Semiconductor ManufacReduce 9.00%−47,8051.28
≡TBBB – Bbb Foods IncAdd 16.00%434,0501.27
≡EEM – Ishares TrSell−902,500−1.10
≡SPGI – Global X FdsBuy387,4001.07
≡DAL – Delta Air Lines Inc DelSell−650,910−1.01
≡CAI – Caris Life Sciences IncBuy1,894,4501.00
≡RVMD – Revolution Medicines IncBuy315,8600.91
≡BE – Bloom Energy CorpReduce 82.00%−604,225−0.88
≡QSR – Restaurant Brands Intl IncReduce 62.00%−754,565−0.84
≡WAB – WabtecReduce 68.00%−205,215−0.72
≡SNDK – Sandisk CorpBuy38,1550.72
≡HUM – Humana IncBuy137,5050.71
≡ROKU – Roku IncAdd 29.00%167,2100.69
≡EWZCALL – Ishares IncReduce 46.00%−3,552,575−0.69
≡TWLO – Twilio IncBuy181,7600.68
≡IWMCALL – Ishares TrReduce 65.00%−147,000−0.66
≡JBL – Jabil IncBuy82,2000.65
≡ON – On Semiconductor CorpSell−536,260−0.65
≡LSCC – Lattice Semiconductor CorpReduce 65.00%−602,835−0.63
≡GSG – Ishares S&P Gsci Commodity-Buy643,0000.61
≡LIN – Linde PlcBuy41,2000.60
≡STX – Seagate Technology Hldngs PlBuy50,7000.59
≡NUVB – Nuvation Bio IncBuy4,539,8000.58
≡FLUT – Flutter Entmt PlcSell−115,245−0.55
≡AEVA – Aeva Technologies IncSell−1,824,862−0.54
≡GS – Goldman Sachs Group IncSell−27,500−0.54
≡INTC – Intel CorpBuy411,4000.54
≡BLTE – Belite Bio Inc SponsoredBuy106,1000.50
≡ARM – Arm Holdings PlcBuy106,7000.48
≡STUB – Stubhub Hldgs IncReduce 41.00%−938,574−0.44
≡OLMA – Olema Pharmaceuticals IncBuy986,8270.44
≡Q – Qnity Electronics IncBuy125,6550.43
≡XENE – Xenon Pharmaceuticals IncBuy238,6000.41
≡PCT – Purecycle Technologies IncReduce 67.00%−1,915,245−0.40
≡RH – RhSell−88,200−0.35
≡JBS – Jbs N.V.Buy655,9000.35
≡CMG – Chipotle Mexican Grill IncSell−391,930−0.32
≡NET – Cloudflare IncBuy52,5350.32
≡LYB – Lyondellbasell Industries NvBuy131,4350.31
≡ADMA – Adma Biologics IncAdd 513.00%1,293,4100.31
≡VIST – Vista Energy S.A.B. De C.V.Buy134,7000.30
≡Z – Zillow Group IncSell−192,640−0.29
≡TWST – Twist Bioscience CorpBuy206,0000.29
≡COHR – Coherent CorpBuy40,4000.29
≡AMZN – Amazon Com IncBuy45,8000.28
≡CLS – Celestica IncBuy33,2750.28
≡OPCH – Option Care Health IncAdd 7.00%122,6000.25
≡CDTX – Cidara Therapeutics IncSell−49,495−0.24
≡FIGR – Figure Technology SolutioReduce 25.00%−389,370−0.24
≡PM – Philip Morris Intl IncSell−67,400−0.24
≡DBVT – Dbv Technologies S A SponsoredBuy383,3630.24
≡MU – Micron Technology IncBuy23,4000.23
≡AAL – American Airls Group IncSell−639,785−0.22
≡AGX – Argan IncSell−30,000−0.21
≡DASH – Doordash IncSell−35,900−0.18
≡PGNY – Progyny IncSell−295,115−0.17
≡UAL – United Airls Hldgs IncReduce 25.00%−85,905−0.15
≡INSM – Insmed IncReduce 22.00%−327,662−0.15
≡LITE – Lumentum Hldgs IncBuy6,9630.14
≡CRH – Crh PlcReduce 21.00%−97,400−0.14
≡SOLS – Solstice Advanced Matls IncBuy62,5250.14
≡U – Unity Software IncAdd 80.00%328,7650.08
≡WLK – Westlake CorporationBuy21,1940.07
≡WOLF – Wolfspeed IncSell−186,900−0.07
≡CLF – Cleveland-Cliffs Inc NewAdd 33.00%567,8000.06
≡DAKT – Daktronics IncReduce 34.00%−290,323−0.05
≡SE – Sea LtdAdd 17.00%155,7850.02
≡NP – Neptune Ins Hldgs IncSell−20,000−0.01
Q4 2025filed Feb 17, 2628 new12 added13 reduced32 exited
≡NTRACALL – Natera IncSell−3,314,532−13.13
≡NTRA – Natera IncBuy2,511,35712.80
≡XLF – Select Sector Spdr TrBuy5,495,6006.70
≡EWZ
Q3 2025filed Nov 14, 2530 new14 added13 reduced33 exited
≡INSM – Insmed IncBuy2,423,4358.59
≡INSMCALL – Insmed IncSell−2,353,435−5.82
≡PM – Philip Morris Intl IncSell−815,975−3.65
≡ENTG
CALL
– Ishares Inc
Buy
7,780,575
5.50
≡RSP – Invesco Exchange Traded Fd TBuy1,173,9255.00
≡AMZNCALL – Amazon Com IncBuy837,9404.30
≡TEVA – Teva Pharmaceutical Inds LtdReduce 65.00%−10,719,065−4.17
≡INSM – Insmed IncReduce 39.00%−941,683−2.85
≡VRNA – Verona Pharma PlcSell−1,002,080−2.63
≡AMZN – Amazon Com IncSell−437,070−2.36
≡GOOGL – Alphabet IncAdd 277.00%282,8002.07
≡AA – Alcoa CorpBuy1,376,0501.63
≡TSM – Taiwan Semiconductor Mfg LtdReduce 29.00%−222,000−1.59
≡ENTG – Entegris IncBuy844,1601.58
≡LSCC – Lattice Semiconductor CorpBuy925,9701.52
≡SE – Sea LtdAdd 244.00%669,9201.47
≡DOCU – Docusign IncReduce 40.00%−666,865−1.44
≡BE – Bloom Energy CorpBuy740,5451.43
≡EEM – Ishares TrReduce 52.00%−997,500−1.40
≡META – Meta Platforms IncSell−76,100−1.38
≡COGT – Cogent Biosciences IncAdd 109.00%1,154,8901.38
≡CRS – Carpenter Technology CorpSell−220,035−1.33
≡C – Citigroup IncSell−514,850−1.29
≡TWLO – Twilio IncSell−512,800−1.26
≡BAC – Bank America CorpSell−989,250−1.26
≡MELI – Mercadolibre IncReduce 19.00%−11,195−1.24
≡TBBB – Bbb Foods IncAdd 126.00%1,492,0271.20
≡EQT – Eqt CorpSell−894,950−1.20
≡GEV – Ge Vernova IncSell−77,320−1.17
≡VST – Vistra CorpSell−233,985−1.13
≡STUB – Stubhub Hldgs IncReduce 46.00%−1,953,765−1.07
≡NAMS – Newamsterdam Pharma CompanyAdd 60.00%1,146,4461.05
≡DAL – Delta Air Lines Inc DelBuy650,9101.01
≡LEN – Lennar CorpSell−279,424−0.87
≡UAL – United Airls Hldgs IncBuy348,4000.87
≡DHI – D R Horton IncSell−205,150−0.86
≡FWONK – Liberty Media Corp DelSell−288,400−0.74
≡DKS – Dicks Sporting Goods IncSell−132,425−0.72
≡KBE – Spdr Series TrustSell−482,095−0.71
≡ON – On Semiconductor CorpBuy536,2600.65
≡ROKU – Roku IncReduce 29.00%−239,455−0.62
≡PCG – Pg&E CorpSell−1,649,300−0.61
≡ARM – Arm Holdings PlcSell−167,900−0.58
≡NU – Nu Hldgs LtdSell−1,454,180−0.57
≡OPCH – Option Care Health IncAdd 79.00%768,2650.57
≡GS – Goldman Sachs Group IncBuy27,5000.54
≡SMTC – Semtech CorpSell−301,515−0.53
≡STX – Seagate Technology Hldngs PlSell−85,900−0.50
≡FIGR – Figure Technology SolutioReduce 27.00%−577,040−0.50
≡GPC – Genuine Parts CoSell−144,185−0.49
≡ELVN – Enliven Therapeutics IncSell−947,405−0.48
≡U – Unity Software IncReduce 54.00%−472,480−0.47
≡POST – Post Hldgs IncSell−176,400−0.47
≡SNDK – Sandisk CorpSell−166,235−0.46
≡SYF – Synchrony FinancialSell−261,825−0.46
≡STM – Stmicroelectronics N VBuy773,5550.45
≡SPGI – Global X FdsSell−254,045−0.44
≡YPF – Ypf Sociedad AnonimaAdd 429.00%492,2950.42
≡SCCO – Southern Copper CorpBuy120,8170.39
≡DAKT – Daktronics IncReduce 41.00%−583,976−0.36
≡RH – RhBuy88,2000.35
≡CLF – Cleveland-Cliffs Inc NewReduce 36.00%−969,380−0.30
≡Z – Zillow Group IncBuy192,6400.29
≡CDTX – Cidara Therapeutics IncBuy49,4950.24
≡PM – Philip Morris Intl IncBuy67,4000.24
≡COF – Capital One Finl CorpSell−43,920−0.23
≡AAL – American Airls Group IncBuy639,7850.22
≡AGX – Argan IncBuy30,0000.21
≡PCT – Purecycle Technologies IncAdd 25.00%575,350−0.20
≡DASH – Doordash IncBuy35,9000.18
≡PGNY – Progyny IncBuy295,1150.17
≡CRH – Crh PlcAdd 21.00%81,1350.16
≡SEI – Solaris Energy Infras IncSell−145,600−0.14
≡MDB – Mongodb IncSell−17,710−0.14
≡TXRH – Texas Roadhouse IncSell−29,800−0.12
≡CPNG – Coupang IncAdd 46.00%2,139,785−0.12
≡ADMA – Adma Biologics IncBuy252,2000.10
≡CMG – Chipotle Mexican Grill IncAdd 68.00%158,7250.10
≡ALM – Almonty Inds IncBuy469,8800.09
≡WOLF – Wolfspeed IncBuy186,9000.07
≡WVE – Wave Life Sciences LtdBuy173,0000.07
≡QSR – Restaurant Brands Intl IncAdd 7.00%77,6350.05
≡WWD – Woodward IncReduce 7.00%−42,0850.04
≡CHYM – Chime Finl IncSell−43,230−0.02
≡NP – Neptune Ins Hldgs IncBuy20,0000.01
– Entegris Inc
Sell
−1,645,885
−3.26
≡COHR – Coherent CorpSell−1,157,840−2.54
≡EEM – Ishares TrBuy1,900,0002.50
≡MSFT – Microsoft CorpSell−200,930−2.45
≡AMZN – Amazon Com IncBuy437,0702.36
≡FLUT – Flutter Entmt PlcReduce 72.00%−290,075−2.12
≡LLY – Eli Lilly & CoSell−100,675−1.93
≡FIGR – Figure Technology SolutioBuy2,116,8251.90
≡WBD – Warner Bros Discovery IncSell−6,537,160−1.84
≡STUB – Stubhub Hldgs IncBuy4,259,5161.77
≡META – Meta Platforms IncBuy76,1001.38
≡XLF – Select Sector Spdr TrSell−985,300−1.27
≡WWD – Woodward IncReduce 25.00%−215,895−1.17
≡GEV – Ge Vernova IncBuy77,3201.17
≡CRH – Crh PlcBuy393,8201.16
≡VST – Vistra CorpBuy233,9851.13
≡NAMS – Newamsterdam Pharma CompanyAdd 131.00%1,091,5250.98
≡CZR – Caesars Entertainment Inc NeSell−1,395,875−0.97
≡DAL – Delta Air Lines Inc DelSell−793,510−0.96
≡BAC – Bank America CorpAdd 189.00%647,3500.86
≡CLF – Cleveland-Cliffs Inc NewBuy2,715,0350.82
≡GLW – Corning IncSell−623,145−0.80
≡KMI – Kinder Morgan Inc DelSell−1,071,665−0.77
≡APP – Applovin CorpSell−89,458−0.77
≡FWONK – Liberty Media Corp DelBuy288,4000.74
≡UAL – United Airls Hldgs IncSell−377,120−0.74
≡GS – Goldman Sachs Group IncSell−42,000−0.73
≡DKS – Dicks Sporting Goods IncBuy132,4250.72
≡BCLYF – Barclays PlcSell−1,549,950−0.71
≡KBE – Spdr Series TrustBuy482,0950.71
≡ILMN – Illumina IncSell−300,615−0.70
≡AEVA – Aeva Technologies IncBuy1,839,3140.66
≡CPNG – Coupang IncAdd 13.00%527,7000.65
≡TWLO – Twilio IncAdd 156.00%312,3250.65
≡LEN – Lennar CorpAdd 211.00%189,5240.62
≡WAB – WabtecAdd 77.00%131,9000.62
≡PCG – Pg&E CorpBuy1,649,3000.61
≡GOOGL – Alphabet IncBuy102,2000.61
≡DHI – D R Horton IncAdd 165.00%127,7500.61
≡EQT – Eqt CorpReduce 29.00%−357,750−0.60
≡ARM – Arm Holdings PlcBuy167,9000.58
≡AVGO – Broadcom IncSell−86,140−0.58
≡NU – Nu Hldgs LtdReduce 57.00%−1,961,185−0.58
≡QSR – Restaurant Brands Intl IncAdd 51.00%380,3550.56
≡TBBB – Bbb Foods IncAdd 228.00%822,5750.54
≡SMTC – Semtech CorpBuy301,5150.53
≡EWZ – Ishares IncSell−738,800−0.52
≡DOCU – Docusign IncAdd 31.00%395,5100.52
≡HAS – Hasbro IncSell−281,100−0.51
≡XPO – Xpo IncSell−163,100−0.51
≡GPC – Genuine Parts CoBuy144,1850.49
≡YPF – Ypf Sociedad AnonimaReduce 84.00%−589,300−0.48
≡CRS – Carpenter Technology CorpAdd 74.00%93,4000.47
≡POST – Post Hldgs IncBuy176,4000.47
≡SNDK – Sandisk CorpBuy166,2350.46
≡SYF – Synchrony FinancialBuy261,8250.46
≡IWMCALL – Ishares TrReduce 33.00%−109,000−0.43
≡DAKT – Daktronics IncReduce 53.00%−1,639,288−0.40
≡BMA – Banco Macro SaSell−220,900−0.38
≡COGT – Cogent Biosciences IncBuy1,059,5800.37
≡CHYM – Chime Finl IncReduce 91.00%−423,595−0.37
≡VKTX – Viking Therapeutics IncSell−549,295−0.36
≡ROKU – Roku IncReduce 25.00%−278,065−0.35
≡GGAL – Grupo Financiero Galicia S.ASell−231,481−0.29
≡BWXT – Bwx Technologies IncSell−76,475−0.27
≡PTGX – Protagonist Therapeutics IncBuy159,7000.26
≡ELVN – Enliven Therapeutics IncAdd 105.00%484,4050.25
≡BLDR – Builders Firstsource IncSell−85,065−0.24
≡FCX – Freeport-Mcmoran IncSell−224,800−0.24
≡CCC – Ccc Intelligent Solutions HlSell−1,007,944−0.23
≡COF – Capital One Finl CorpBuy43,9200.23
≡CMG – Chipotle Mexican Grill IncBuy233,2050.22
≡Elbit Sys LtdSell−18,287−0.20
≡STX – Seagate Technology Hldngs PlReduce 57.00%−111,590−0.20
≡U – Unity Software IncReduce 50.00%−891,550−0.18
≡OPCH – Option Care Health IncAdd 54.00%340,8350.16
≡SEI – Solaris Energy Infras IncBuy145,6000.14
≡MDB – Mongodb IncBuy17,7100.14
≡TXRH – Texas Roadhouse IncBuy29,8000.12
≡TMO – Thermo Fisher Scientific IncSell−12,200−0.12
≡DHR – Danaher CorporationSell−24,700−0.12
≡CC – Chemours CoSell−421,800−0.12
≡SATS – Echostar CorpBuy60,7650.11
≡C – Citigroup IncReduce 23.00%−151,450−0.11
≡MELI – Mercadolibre IncAdd 9.00%4,619−0.09
≡SE – Sea LtdReduce 11.00%−35,530−0.01
≡JOBY – Joby Aviation IncSell−31,489−0.01