Stanley Druckenmiller · quarter digest
What Stanley Druckenmiller did in Q1 2026
Duquesne Family Office filed 36 moves in Q1 2026: 9 new, 6 add, 10 trim, 11 exit.
13F filed 2026-05-15. Manager quality score: q9. Philosophy: Macro top-down, concentrated bets, ride trends.
New positions · 9
Fresh money
BNBroadcom Inc
NEW·1.8% book·+12
JABILJabil Inc
NEW·0.6% book·+9
LINDELinde Plc
NEW·0.6% book·+2
NUVBNuvation Bio Inc
NEW·0.6% book·+1
STXSeagate Technology Hldngs Pl
NEW·0.6% book·+6
ARMArm Holdings Plc
NEW·0.5% book·+6
INTCIntel Corp
NEW·0.5% book·+2
COHRCoherent Corp
NEW·0.3% book·+24
MUMicron Technology Inc
NEW·0.2% book·+25
Adds · 6
Adding to conviction
NTRANatera Inc
ADD +22%·18.1% book·+8
ALCOAAlcoa Corp
ADD +9%·2.9% book·+13
SEASea Ltd
ADD +17%·2.7% book·+1
ROKURoku Inc
ADD +29%·2.1% book·−4
CLFCleveland-Cliffs Inc New
ADD +33%·0.6% book·+12
UUnity Software Inc
ADD +80%·0.5% book·−7
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Remove with Pro →Trims · 10
Taking chips off
INSMInsmed Inc
TRIM -22%·5.6% book·+3
TSMTaiwan Semiconductor Manufac
TRIM -9%·5.0% book·−3
TEVATeva Pharmaceutical Inds Ltd
TRIM -60%·2.1% book·+1
AMZNAmazon Com Inc
TRIM -71%·1.5% book·−13
CPNGCoupang Inc
TRIM -61%·1.5% book·+4
CRHCrh Plc
TRIM -21%·1.2% book·−11
QSRRestaurant Brands Intl Inc
TRIM -62%·1.0% book·−4
WABWabtec
TRIM -68%·0.7% book·−4
IVVIshares Tr
TRIM -93%·0.6% book·−19
MELIMercadolibre Inc
TRIM -94%·0.1% book·−1
Exits · 11
Closed positions
GOOGLAlphabet Inc
EXIT·0.0% book·−26
ENTGEntegris Inc
EXIT·0.0% book·−8
DELLDelta Air Lines Inc Del
EXIT·0.0% book·−12
FLUTFlutter Entmt Plc
EXIT·0.0% book·−5
ONOn Semiconductor Corp
EXIT·0.0% book·−20
GSGoldman Sachs Group Inc
EXIT·0.0% book·−16
RHRh
EXIT·0.0% book·−8
CMGChipotle Mexican Grill Inc
EXIT·0.0% book·−5
ARGANArgan Inc
EXIT·0.0% book·−12
DASHDoordash Inc
EXIT·0.0% book·−19
PFEPhilip Morris Intl Inc
EXIT·0.0% book·−6
Current top holdings
Stanley Druckenmiller’s book, latest snapshot
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Not investment advice. Data from 13F filings with HoldLens parsing. Methodology.