Stan Druckenmiller trade alerts
Stan Druckenmiller's Portfolio
95 positions worth $5.2B on Jun 30, 2026, from the Q2 2026 13F filed Aug 14, 2026. 48 new positions, 23 sold out.
Updated . Latest filing disclosed . We check for new filings every morning.
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Ranked #7 of 19 Fund Managers
Questions
What stocks does Stan Druckenmiller own?
Stan Druckenmiller's Q2 2026 13F lists 95 positions worth $5.2B. The largest positions are NTRA (~17%), TSM (~5%), STM (~4%), RSP (~3%) and INSM (~3%).
What changed in Stan Druckenmiller's latest 13F?
Compared with the prior quarter, Stan Druckenmiller's Q2 2026 filing shows 48 new, 23 sold out.
Holdings
| Holding | Weight | Value | Shares | Since last quarter |
|---|---|---|---|---|
| NTRA | 16.6% | $864.9M | 3,186,306 | +4.0% |
| TSM | 5.4% | $281.6M | 589,680 | +19.1% |
| STM | 4.5% | $232.4M | 3,102,880 | +18.8% |
| RSP calls | 3.4% | $174.7M | 821,000 | |
| INSM | 2.9% | $151.9M | 1,424,690 | +23.4% |
| EWZ calls | 2.8% | $145.9M | 4,228,000 | |
| INSM calls | 2.8% | $143.9M | 1,350,000 | New |
| YPF | 2.7% | $142.7M | 3,138,897 | −3.0% |
| AMZN | 2.5% | $129.1M | 541,600 | +1082.5% |
| TBBB | 2.3% | $120.9M | 2,901,733 | −6.7% |
Stan Druckenmiller's Q3 2026 13F is due by Mon, Nov 16. Get an email the day it's filed, with what they bought and sold.
| GOOGL | 2.3% | $120.2M | 336,300 | New |
|---|---|---|---|---|
| EWZ | 2.3% | $118.5M | 3,436,170 | |
| STX | 2.3% | $117.7M | 122,000 | +140.6% |
| FOXA | 2.2% | $115M | 2,204,600 | New |
| AMZN calls | 2.1% | $109.5M | 459,300 | +129.6% |
| UAL | 2.1% | $108.1M | 794,795 | +202.8% |
| SE | 2.0% | $105.4M | 1,099,905 | |
| CDW | 2.0% | $104.6M | 743,950 | New |
| NAMS | 2.0% | $104M | 3,070,146 | |
| IWM calls | 1.9% | $99.1M | 330,000 | +317.7% |
| SNDK | 1.5% | $79.4M | 34,900 | −8.5% |
| RVMD | 1.4% | $74.8M | 399,587 | +26.5% |
| SPY calls | 1.3% | $67.2M | 90,000 | |
| BTDR | 1.2% | $64.7M | 4,074,993 | New |
| CRH | 1.1% | $59.2M | 553,555 | +46.6% |
| DAL | 1.1% | $56.5M | 603,000 | New |
| TSLA calls | 1.0% | $53M | 126,000 | New |
| FLR | 1.0% | $51.5M | 982,200 | New |
| DHI | 0.9% | $48.7M | 299,000 | New |
| CPNG | 0.9% | $46.3M | 2,667,485 | |
| AMD | 0.8% | $42.3M | 72,900 | New |
| PANW | 0.8% | $39.8M | 116,650 | New |
| CLF | 0.8% | $39.6M | 4,216,184 | +82.2% |
| HUT | 0.7% | $36.3M | 314,150 | New |
| CDW calls | 0.7% | $35.2M | 250,000 | New |
| CAI | 0.6% | $33.8M | 1,894,450 | |
| ARGT | 0.6% | $30M | 328,800 | −15.1% |
| FOX | 0.6% | $29.6M | 632,600 | New |
| WWD | 0.5% | $28.6M | 67,194 | −68.2% |
| META calls | 0.5% | $28.2M | 50,000 | New |
| NUVB | 0.5% | $25.8M | 4,539,800 | |
| PTGX | 0.5% | $25.6M | 208,900 | +30.8% |
| ROKU | 0.5% | $25.4M | 184,055 | −75.5% |
| CVCO | 0.5% | $24.3M | 39,500 | New |
| ADMA | 0.4% | $23.3M | 2,784,110 | +80.1% |
| PURR | 0.4% | $23.2M | 2,941,500 | New |
| RMBS | 0.4% | $23M | 173,000 | New |
| RYTM | 0.4% | $22.6M | 203,618 | New |
| SKY | 0.4% | $22.4M | 254,400 | New |
| DAKT | 0.4% | $22M | 1,123,109 | +99.6% |
| PCT | 0.4% | $21.7M | 2,681,415 | +178.4% |
| SCCO | 0.4% | $21.4M | 123,060 | |
| LIN | 0.4% | $21.4M | 41,200 | |
| ENTG | 0.4% | $21.3M | 118,300 | New |
| TEVAN | 0.4% | $21.2M | 624,999 | −73.7% |
| U | 0.4% | $21.1M | 738,785 | |
| AEVA | 0.4% | $20.7M | 720,175 | New |
| RIOT | 0.4% | $20.7M | 754,800 | New |
| Q | 0.4% | $20.5M | 125,655 | |
| EQIX | 0.4% | $19.2M | 18,450 | New |
| LRCX | 0.4% | $18.9M | 43,600 | New |
| DFTX | 0.3% | $16.8M | 356,600 | New |
| BLTE | 0.3% | $16.3M | 106,100 | |
| RSP | 0.3% | $15.8M | 74,400 | New |
| TXG | 0.3% | $15.5M | 403,100 | New |
| WAB | 0.3% | $15.3M | 56,595 | −40.4% |
| LLY | 0.3% | $14.8M | 12,380 | New |
| XENE | 0.3% | $14.4M | 238,600 | |
| OLMA | 0.2% | $12.3M | 986,827 | |
| RGEN | 0.2% | $10.6M | 77,400 | New |
| RKT | 0.2% | $10.3M | 652,220 | New |
| BIDU | 0.2% | $10.1M | 88,200 | New |
| ARM | 0.2% | $10M | 28,090 | −73.7% |
| CVNA | 0.2% | $9.9M | 151,000 | New |
| RDDT | 0.2% | $9.8M | 56,550 | New |
| AA | 0.2% | $9.7M | 185,640 | −87.6% |
| TMO | 0.2% | $9.6M | 19,200 | New |
| DHR | 0.2% | $9.6M | 50,300 | New |
| FFIV | 0.2% | $9.2M | 22,000 | New |
| VIST | 0.2% | $8.6M | 134,700 | |
| SKE | 0.2% | $8M | 300,200 | New |
| JBS | 0.1% | $7.8M | 655,900 | |
| GLUE | 0.1% | $7.2M | 297,600 | New |
| RLAY | 0.1% | $6.5M | 349,000 | New |
| DBVT | 0.1% | $6.3M | 383,363 | |
| CCC | 0.1% | $6M | 1,170,900 | New |
| UWMC | 0.1% | $5.9M | 2,583,000 | New |
| NVTS | 0.1% | $5.6M | 311,100 | New |
| SOLS | 0.1% | $5.5M | 62,525 | |
| FTAI | 0.1% | $5.5M | 20,200 | New |
| BEAM | 0.1% | $5.3M | 153,600 | New |
| AUR | 0.1% | $4.3M | 633,700 | New |
| IREN | 0.1% | $4M | 87,100 | New |
| GGAL | 0.1% | $3M | 59,500 | New |
| Wave Life Sciences Ltd | 0.0% | $1M | 173,000 |
Values are as reported for Jun 30, 2026. "Since last quarter" is the change in shares held. Calls and puts are shown at the value of their underlying shares.
Sold Out
- AVGO: was $60.7M
- OPCH: was $50.3M
- FIGR: was $39.1M
- QSR: was $33.6M
- LSCC: was $30M
- HUM: was $23.8M
- TWLO: was $22.9M
- JBL: was $21.8M
- GSG: was $20.7M
- BE: was $18.5M
- INTC: was $18.2M
- NET: was $10.8M
- LYB: was $10.6M
- TWST: was $9.8M
- COHR: was $9.6M
- CLS: was $9.4M
- STUB: was $8.5M
- MU: was $7.9M
- ECHO: was $7.1M
- ALM: was $6.8M
- LITE: was $4.9M
- MELI: was $4.8M
- WLK: was $2.5M
Where This Comes from
Funds managing over $100M file a 13F with the SEC within 45 days of each quarter's end, listing the US-listed stocks and options they held on its last day. This is Stan Druckenmiller's Q2 2026 filing. It doesn't show trades as they happen, short positions, cash, or holdings outside the US.
Based on public SEC filings by Duquesne Family Office LLC. GetMarketAlerts isn't affiliated with Stan Druckenmiller or Duquesne. Information only, not financial advice.