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SD
United States
Stanley Druckenmiller
FollowFounder of Duquesne Family Office; macro investor with a four-decade record of compounded returns; commentary lives in long-form interviews and Sohn talks, not a letter cadence.
Portfolio · 2026-Q2
| Security | Shares | Market value | % of portfolio |
|---|---|---|---|
| Natera Inc COM | 3,186,306Shares increased 4% | $0.9M | 16.6% |
| Insmed Inc COM PAR $.01 | 2,774,690Shares increased 140% | $0.3M | 5.7% |
Sector allocationHow the book's sector weights moved
Consumer Discretionary rose most (▲ +4pp) · Industrials fell most (▼ −6pp)
79 of 90 holdings classified · Sectors derived from free SEC SIC codes + curated overrides.
Recent moves
Latest filed · 2026-06-30
Every entry below is an auto-generated factual summary of a public filing or disclosure. Not investment advice. Verify before acting.
Quarterly 13F update · 2026-Q213 opened · 5 added · 3 trimmed
OpenedCDW +$139.8kDAL +$56.5kTSLA +$53.0kAMD +$42.3kPANW +$39.8kMETA +$28.2k+7 more
Added toINSM +$107.1kPCT +$16.7kADMA +$9.4kPTGX +$8.8k