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Stanley Druckenmiller · quarter digest

What Stanley Druckenmiller did in Q2 2026

Duquesne Family Office filed 40 moves in Q2 2026: 21 new, 7 add, 5 trim, 7 exit.

13F filed 2026-08-14. Manager quality score: q9. Philosophy: Macro top-down, concentrated bets, ride trends.

New positions · 21

Fresh money

FOXFox Corp
NEW·2.8% book·+3
CDWCdw Corp
NEW·2.7% book·+4
GOOGLAlphabet Inc
NEW·2.3% book·−27
DALDelta Air Lines Inc
NEW·1.1% book·−11
FLUORFluor Corp
NEW·1.0% book·+1
TSLATesla Inc
NEW·1.0% book·−11
DHID R Horton Inc
NEW·0.9% book·−5
AMDAdvanced Micro Devices Inc
NEW·0.8% book·−23
CVCOCavco Inds Inc Del
NEW·0.5% book·−3
METAMeta Platforms Inc
NEW·0.5% book·+3
ENTGEntegris Inc
NEW·0.4% book·−8
EQIXEquinix Inc
NEW·0.4% book·−5
LRCXLam Research Corp
NEW·0.4% book·−3
LLYEli Lilly & Co
NEW·0.3% book·−6
BAIDUBaidu Inc
NEW·0.2% book·+4
CVNACarvana Co
NEW·0.2% book·−10
DHRDanaher Corp Del
NEW·0.2% book·−16
F5F5 Inc
NEW·0.2% book·−2
TMOThermo Fisher Scientific Inc
NEW·0.2% book·−23
AURAurora Innovation Inc
NEW·0.1% book·−3
CCCSCcc Intelligent Solutions Hl
NEW·0.1% book·+4
Adds · 7

Adding to conviction

INSMInsmed Inc
ADD +140%·5.7% book·−1
TSMTaiwan Semiconductor Manufac
ADD +19%·5.4% book·−2
AMZNAmazon Com Inc
ADD +307%·4.6% book·−6
STXSeagate Technology Hldngs Pl
ADD +141%·2.3% book·−4
IVVIshares Tr
ADD +318%·1.9% book·−19
CRHCrh Plc
ADD +47%·1.1% book·−15
CLFCleveland-Cliffs Inc New
ADD +82%·0.8% book·+12
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Trims · 5

Taking chips off

ROKURoku Inc
TRIM -75%·0.5% book·−4
TEVATeva Pharmaceutical Inds Ltd
TRIM -74%·0.4% book·0
WABWabtec
TRIM -40%·0.3% book·−5
ALCOAAlcoa Corp
TRIM -88%·0.2% book·+13
ARMArm Holdings Plc
TRIM -74%·0.2% book·+3
Exits · 7

Closed positions

BNBroadcom Inc
EXIT·0.0% book·+11
QSRRestaurant Brands Intl Inc
EXIT·0.0% book·−5
JABILJabil Inc
EXIT·0.0% book·+3
INTCIntel Corp
EXIT·0.0% book·+1
COHRCoherent Corp
EXIT·0.0% book·+23
MUMicron Technology Inc
EXIT·0.0% book·+22
MELIMercadolibre Inc
EXIT·0.0% book·−4
Current top holdings

Stanley Druckenmiller’s book, latest snapshot

#TickerWeight
1NVDA
NVIDIA
11.4%
2MSFT
Microsoft
9.1%
3COHR
Coherent
6.8%
4TSM
Taiwan Semi
5.2%
5KMI
Kinder Morgan
4.8%
Other quarters for Stanley Druckenmiller

Not investment advice. Data from 13F filings with HoldLens parsing. Methodology.