13F Portfolio · Q2 2026
Stanley Druckenmiller
Duquesne Family Office · 37% top-10 concentration
Macro
Top 3 holdings
| NTRA | Natera Inc | 16.6% |
| INSM | Insmed Inc | 5.7% |
| TSM | Taiwan Semiconductor Manufac | 5.4% |
Closest replicating ETF:XLK · overlap 284.3 · 2 shared