Natera Inc · NTRA
Value$864.92M
Weight19.86%
Shares3,186,306
ChangeAdd-1.00%
← Back to managers
Duquesne Family Office
Stanley Druckenmiller · CIK 0001536411 · filed 2026-08-14
Equity positions
Taiwan Semiconductor Manufacturing · TSM
Value$281.61M
Weight6.47%
Shares589,680
ChangeAdd+0.77%
Stmicroelectronics N V · STM
Value$232.38M
Weight5.34%
Shares3,102,880
ChangeAdd+2.26%
Insmed Inc · INSM
Value$151.90M
Weight3.49%
Shares1,424,690
ChangeAdd-2.94%
Ypf Sociedad Anonima · YPF
Value$142.73M
Weight3.28%
Shares3,138,897
ChangeTrim-1.81%
Amazon Com Inc · AMZN
Value$129.09M
Weight2.96%
Shares541,600
ChangeAdd+2.64%
Bbb Foods Inc · TBBB
Value$120.92M
Weight2.78%
Shares2,901,733
ChangeTrim-0.97%
Alphabet Inc · GOOGL
Value$120.18M
Weight2.76%
Shares336,300
ChangeNew+2.76%
Ishares Inc · EWZ
Value$118.55M
Weight2.72%
Shares3,436,170
Change—
Seagate Technology Hldngs Pl
Value$117.73M
Weight2.70%
Shares122,000
ChangeAdd+2.03%
Fox Corp · FOXA
Value$114.99M
Weight2.64%
Shares2,204,600
ChangeNew+2.64%
United Airls Hldgs Inc · UAL
Value$108.08M
Weight2.48%
Shares794,795
ChangeAdd+1.66%
Sea Ltd · SE
Value$105.40M
Weight2.42%
Shares1,099,905
Change—
Cdw Corp · CDW
Value$104.63M
Weight2.40%
Shares743,950
ChangeNew+2.40%
Newamsterdam Pharma Company · NAMS
Value$104.05M
Weight2.39%
Shares3,070,146
Change—
Sandisk Corp · SNDK
Value$79.35M
Weight1.82%
Shares34,900
ChangeTrim+1.00%
Revolution Medicines Inc · RVMD
Value$74.83M
Weight1.72%
Shares399,587
ChangeAdd+0.67%
Bitdeer Technologies Group · BTDR
Value$64.67M
Weight1.49%
Shares4,074,993
ChangeNew+1.49%
Crh Plc · CRH
Value$59.23M
Weight1.36%
Shares553,555
ChangeAdd+0.01%
Delta Air Lines Inc · DAL
Value$56.48M
Weight1.30%
Shares603,000
ChangeNew+1.30%
Fluor Corp · FLR
Value$51.46M
Weight1.18%
Shares982,200
ChangeNew+1.18%
D R Horton Inc · DHI
Value$48.70M
Weight1.12%
Shares299,000
ChangeNew+1.12%
Coupang Inc · CPNG
Value$46.33M
Weight1.06%
Shares2,667,485
Change—
| Company | Type | Shares | Value ▼ | Weight | Change | Sector |
|---|---|---|---|---|---|---|
| Natera Inc · NTRA | Equity | 3,186,306 | $864.92M | 19.86% | Add-1.00% | Health Care |
| Taiwan Semiconductor Manufacturing · TSM | Equity | 589,680 | $281.61M | 6.47% | Add+0.77% | Information Technology |
| Stmicroelectronics N V · STM | Equity | 3,102,880 | $232.38M | 5.34% | Add+2.26% | Information Technology |
| Insmed Inc · INSM | Equity | 1,424,690 | $151.90M | 3.49% | Add-2.94% | Health Care |
| Ypf Sociedad Anonima · YPF | Equity | 3,138,897 | $142.73M | 3.28% | Trim-1.81% | Energy |
| Amazon Com Inc · AMZN | Equity | 541,600 | $129.09M | 2.96% | Add+2.64% | Consumer Discretionary |
| Bbb Foods Inc · TBBB | Equity | 2,901,733 | $120.92M | 2.78% | Trim-0.97% | Consumer Staples |
| Alphabet Inc · GOOGL | Equity | 336,300 | $120.18M | 2.76% | New+2.76% | Communication Services |
| Ishares Inc · EWZ | Equity | 3,436,170 | $118.55M | 2.72% | — | Unknown |
| Seagate Technology Hldngs Pl | Equity | 122,000 | $117.73M | 2.70% | Add+2.03% | Unknown |
| Fox Corp · FOXA | Equity | 2,204,600 | $114.99M | 2.64% | New+2.64% | Communication Services |
| United Airls Hldgs Inc · UAL | Equity | 794,795 | $108.08M | 2.48% | Add+1.66% | Industrials |
| Sea Ltd · SE | Equity | 1,099,905 | $105.40M | 2.42% | — | Consumer Discretionary |
| Cdw Corp · CDW | Equity | 743,950 | $104.63M | 2.40% | New+2.40% | Information Technology |
| Newamsterdam Pharma Company · NAMS | Equity | 3,070,146 | $104.05M | 2.39% | — | Health Care |
| Sandisk Corp · SNDK | Equity | 34,900 | $79.35M | 1.82% | Trim+1.00% | Information Technology |
| Revolution Medicines Inc · RVMD | Equity | 399,587 | $74.83M | 1.72% | Add+0.67% | Health Care |
| Bitdeer Technologies Group · BTDR | Equity | 4,074,993 | $64.67M | 1.49% | New+1.49% | Information Technology |
| Crh Plc · CRH | Equity | 553,555 | $59.23M | 1.36% | Add+0.01% | Materials |
| Delta Air Lines Inc · DAL | Equity | 603,000 | $56.48M | 1.30% | New+1.30% | Industrials |
| Fluor Corp · FLR | Equity | 982,200 | $51.46M | 1.18% | New+1.18% | Industrials |
| D R Horton Inc · DHI | Equity | 299,000 | $48.70M | 1.12% | New+1.12% | Consumer Discretionary |
| Coupang Inc · CPNG | Equity | 2,667,485 | $46.33M | 1.06% | — | Consumer Discretionary |
Options
9 put/call positionsInvesco Exchange Traded Fd T · RSP
Value$174.68M
Weight20.39%
Shares821,000
Change—
Ishares Inc · EWZ
Value$145.87M
Weight17.03%
Shares4,228,000
Change—
Insmed Inc · INSM
Value$143.94M
Weight16.80%
Shares1,350,000
ChangeNew+16.80%
Amazon Com Inc · AMZN
Value$109.47M
Weight12.78%
Shares459,300
ChangeAdd+3.30%
Ishares Tr · IWM
Value$99.15M
Weight11.57%
Shares330,000
ChangeAdd+7.12%
State Str Spdr S&P 500 Etf T · SPY
Value$67.21M
Weight7.85%
Shares90,000
Change—
Tesla Inc · TSLA
Value$53.00M
Weight6.19%
Shares126,000
ChangeNew+6.19%
Cdw Corp · CDW
Value$35.16M
Weight4.10%
Shares250,000
ChangeNew+4.10%
Meta Platforms Inc · META
Value$28.16M
Weight3.29%
Shares50,000
ChangeNew+3.29%
| Company | Type | Shares | Value ▼ | Weight | Change | Sector |
|---|---|---|---|---|---|---|
| Invesco Exchange Traded Fd T · RSP | Call | 821,000 | $174.68M | 20.39% | — | Unknown |
| Ishares Inc · EWZ | Call | 4,228,000 | $145.87M | 17.03% | — | Unknown |
| Insmed Inc · INSM | Call | 1,350,000 | $143.94M | 16.80% | New+16.80% | Health Care |
| Amazon Com Inc · AMZN | Call | 459,300 | $109.47M | 12.78% | Add+3.30% | Consumer Discretionary |
| Ishares Tr · IWM | Call | 330,000 | $99.15M | 11.57% | Add+7.12% | Unknown |
| State Str Spdr S&P 500 Etf T · SPY | Call | 90,000 | $67.21M | 7.85% | — | Unknown |
| Tesla Inc · TSLA | Call | 126,000 | $53.00M | 6.19% | New+6.19% | Consumer Discretionary |
| Cdw Corp · CDW | Call | 250,000 | $35.16M | 4.10% | New+4.10% | Information Technology |
| Meta Platforms Inc · META | Call | 50,000 | $28.16M | 3.29% | New+3.29% | Communication Services |
Exited this quarter
23 sold out vs Q1 2026Broadcom Inc · AVGO
Last value$60.65M
Last weight2.06%
Last shares195,955
ChangeExit-2.06%
Option Care Health Inc · OPCH
Last value$50.30M
Last weight1.71%
Last shares1,868,550
ChangeExit-1.71%
Figure Technology Solutio · FIGR
Last value$39.06M
Last weight1.33%
Last shares1,150,415
ChangeExit-1.33%
Restaurant Brands Intl Inc · QSR
Last value$33.58M
Last weight1.14%
Last shares454,435
ChangeExit-1.14%
Lattice Semiconductor Corp · LSCC
Last value$29.97M
Last weight1.02%
Last shares323,135
ChangeExit-1.02%
Humana Inc · HUM
Last value$23.84M
Last weight0.81%
Last shares137,505
ChangeExit-0.81%
Twilio Inc · TWLO
Last value$22.87M
Last weight0.78%
Last shares181,760
ChangeExit-0.78%
Jabil Inc · JBL
Last value$21.84M
Last weight0.74%
Last shares82,200
ChangeExit-0.74%
Ishares S&P Gsci Commodity- · GSG
Last value$20.74M
Last weight0.71%
Last shares643,000
ChangeExit-0.71%
Bloom Energy Corp · BE
Last value$18.47M
Last weight0.63%
Last shares136,320
ChangeExit-0.63%
Intel Corp · INTC
Last value$18.16M
Last weight0.62%
Last shares411,400
ChangeExit-0.62%
Cloudflare Inc · NET
Last value$10.84M
Last weight0.37%
Last shares52,535
ChangeExit-0.37%
Lyondellbasell Industries Nv · LYB
Last value$10.59M
Last weight0.36%
Last shares131,435
ChangeExit-0.36%
Twist Bioscience Corp · TWST
Last value$9.79M
Last weight0.33%
Last shares206,000
ChangeExit-0.33%
Coherent Corp · COHR
Last value$9.62M
Last weight0.33%
Last shares40,400
ChangeExit-0.33%
Celestica Inc · CLS
Last value$9.37M
Last weight0.32%
Last shares33,275
ChangeExit-0.32%
Stubhub Hldgs Inc · STUB
Last value$8.53M
Last weight0.29%
Last shares1,367,177
ChangeExit-0.29%
Micron Technology Inc · MU
Last value$7.91M
Last weight0.27%
Last shares23,400
ChangeExit-0.27%
Echostar Corp · ECHO
Last value$7.11M
Last weight0.24%
Last shares60,765
ChangeExit-0.24%
Almonty Inds Inc · ALM
Last value$6.80M
Last weight0.23%
Last shares469,880
ChangeExit-0.23%
Lumentum Hldgs Inc · LITE
Last value$4.89M
Last weight0.17%
Last shares6,963
ChangeExit-0.17%
Mercadolibre Inc · MELI
Last value$4.78M
Last weight0.16%
Last shares2,766
ChangeExit-0.16%
Westlake Corporation · WLK
Last value$2.48M
Last weight0.08%
Last shares21,194
ChangeExit-0.08%
| Company | Type | Last shares | Last value | Last weight | Change | Sector |
|---|---|---|---|---|---|---|
| Broadcom Inc · AVGO | Equity | 195,955 | $60.65M | 2.06% | Exit-2.06% | Information Technology |
| Option Care Health Inc · OPCH | Equity | 1,868,550 | $50.30M | 1.71% | Exit-1.71% | Health Care |
| Figure Technology Solutio · FIGR | Equity | 1,150,415 | $39.06M | 1.33% | Exit-1.33% | Financials |
| Restaurant Brands Intl Inc · QSR | Equity | 454,435 | $33.58M | 1.14% | Exit-1.14% | Consumer Discretionary |
| Lattice Semiconductor Corp · LSCC | Equity | 323,135 | $29.97M | 1.02% | Exit-1.02% | Information Technology |
| Humana Inc · HUM | Equity | 137,505 | $23.84M | 0.81% | Exit-0.81% | Health Care |
| Twilio Inc · TWLO | Equity | 181,760 | $22.87M | 0.78% | Exit-0.78% | Information Technology |
| Jabil Inc · JBL | Equity | 82,200 | $21.84M | 0.74% | Exit-0.74% | Information Technology |
| Ishares S&P Gsci Commodity- · GSG | Equity | 643,000 | $20.74M | 0.71% | Exit-0.71% | Financials |
| Bloom Energy Corp · BE | Equity | 136,320 | $18.47M | 0.63% | Exit-0.63% | Industrials |
| Intel Corp · INTC | Equity | 411,400 | $18.16M | 0.62% | Exit-0.62% | Information Technology |
| Cloudflare Inc · NET | Equity | 52,535 | $10.84M | 0.37% | Exit-0.37% | Information Technology |
| Lyondellbasell Industries Nv · LYB | Equity | 131,435 | $10.59M | 0.36% | Exit-0.36% | Materials |
| Twist Bioscience Corp · TWST | Equity | 206,000 | $9.79M | 0.33% | Exit-0.33% | Health Care |
| Coherent Corp · COHR | Equity | 40,400 | $9.62M | 0.33% | Exit-0.33% | Information Technology |
| Celestica Inc · CLS | Equity | 33,275 | $9.37M | 0.32% | Exit-0.32% | Information Technology |
| Stubhub Hldgs Inc · STUB | Equity | 1,367,177 | $8.53M | 0.29% | Exit-0.29% | Communication Services |
| Micron Technology Inc · MU | Equity | 23,400 | $7.91M | 0.27% | Exit-0.27% | Information Technology |
| Echostar Corp · ECHO | Equity | 60,765 | $7.11M | 0.24% | Exit-0.24% | Communication Services |
| Almonty Inds Inc · ALM | Equity | 469,880 | $6.80M | 0.23% | Exit-0.23% | Materials |
| Lumentum Hldgs Inc · LITE | Equity | 6,963 | $4.89M | 0.17% | Exit-0.17% | Information Technology |
| Mercadolibre Inc · MELI | Equity | 2,766 | $4.78M | 0.16% | Exit-0.16% | Consumer Discretionary |
| Westlake Corporation · WLK | Equity | 21,194 | $2.48M | 0.08% | Exit-0.08% | Materials |