Family officeNew York13F filer since 2012

Duquesne Family Office

Founded by Stanley Druckenmiller

13F portfolio value$4MQ2 2026 · up 48% vs Q1

Positions8644 new · 23 sold out

Top 10 weight52%of portfolio value

Turnover33%vs Q1

Largest holdingNTRA19.9% of portfolio

Last filingAug 14for Q2 2026

What changed in Q2 2026

Automated summary of the 13F · filed Aug 14, 2026

Added to NTRA (+4% shares) and TSM (+19% shares); new positions in GOOGL, FOXA and CDW.

Biggest cut: WWD (−68% of shares). Sold out of AVGO, OPCH and FIGR.

Since the quarter ended, the top 10 holdings on Markets are down about 6.5% on average, led by GOOGL and TSM.

Holdings · Q2 2026

1NTRANatera19.9%$865K3.2MAdded +4%——

2TSMTaiwan Semiconductor6.5%$282K590KAdded +19%−13.4%0.5%

3STMStmicroelectronics N V5.3%$232K3.1MAdded +19%——

4INSMInsmed3.5%$152K1.4MAdded +23%——

5YPFYPF Sociedad Anonima3.3%$143K3.1MTrimmed −3%——

6AMZNAmazon.com, Inc.3.0%$129K542KAdded +1083%+11.8%1.0%

7BBB FoodsBBB Foods2.8%$121K2.9MTrimmed −7%——

8GOOGLAlphabet Inc.2.8%$120K336KNew−17.8%—

9EWZIshares2.7%$119K3.4MNo change——

10Seagate Technology Hldngs PLSeagate Technology Hldngs PL2.7%$118K122KAdded +141%——

Sector allocation

Technology10%−0.1 ptConsumer discretionary3%+2.6 ptCommunication3%+2.8 ptIndustrials1%+1.3 ptHealthcare1%+0.6 ptOther82%−7.2 pt

Change shown in percentage points vs Q1. Holdings outside Markets’ coverage count as Other.

Reported portfolio value

$3M

$4M

$3M

$4M

$3M

$4M

Q3 24Q4 24Q1 25Q2 25Q3 25Q4 25Q1 26Q2 26

13F market value at each quarter end, US long positions only.

Not investment advice. From SEC Form 13F filings (SEC EDGAR 13F). Following an investor alerts you when their next filing lands; it does not copy trades.