Nexus AI
← All Gurus

Stanley Druckenmiller

Duquesne Family Office LLC

$3.2M

Total portfolio value

As of Mar 2026

Share on X

Performance (If You Copied This Portfolio)

1y

+1.3%

-20.0% vs S&P

3y

+0.9%

-70.7% vs S&P

5y

+0.3%

-82.5% vs S&P

10y

+0.2%

-315.7% vs S&P

all

+0.1%

-711.4% vs S&P

Portfolio Allocation (Top Holdings)

NATERA37.2%
INSMED11.5%
TAIWAN SEM10.2%
ISHARES9.9%
INVESCO EX9.6%
YPF SOCIED9.1%
+2 more

68

New Buys

0

Increased

0

Decreased

0

Sold Out

New Positions This Quarter

NATERANatera Inc

$612,691

3.06M shares

INSMEDInsmed Inc

$188,717

1.15M shares

TAIWAN SEMTaiwan Semiconductor Manufac

$167,380

495K shares

ISHARESIshares Inc

$162,313

4.23M shares

INVESCO EXInvesco Exchange Traded Fd T

$157,566

821K shares

YPF SOCIEDYpf Sociedad Anonima

$149,566

3.24M shares

BBB FOODSBbb Foods Inc

$109,972

3.11M shares

ALCOAAlcoa Corp

$99,057

1.49M shares

NEWAMSTERDNewamsterdam Pharma Company

$98,275

3.07M shares

SEASea Ltd

$91,083

1.10M shares

STMICROELEStmicroelectronics N V

$90,275

2.61M shares

WOODWARDWoodward Inc

$75,648

211K shares

TEVA PHARMTeva Pharmaceutical Inds Ltd

$71,604

2.38M shares

ROKURoku Inc

$70,983

750K shares

AVGOBroadcom Inc

$60,650

196K shares

SPYState Str Spdr S&P 500 Etf T

$58,531

90K shares

COUPANGCoupang Inc

$50,362

2.67M shares

OPTION CAROption Care Health Inc

$50,301

1.87M shares

AMZNAmazon Com Inc

$41,654

200K shares

CRHCrh Plc

$39,689

378K shares

FIGURE TECFigure Technology Solutio

$39,057

1.15M shares

GLOBAL X FGlobal X Fds

$36,152

387K shares

CARIS LIFECaris Life Sciences Inc

$33,873

1.89M shares

RESTAURANTRestaurant Brands Intl Inc

$33,583

454K shares

REVOLUTIONRevolution Medicines Inc

$30,717

316K shares

LATTICE SELattice Semiconductor Corp

$29,974

323K shares

SANDISKSandisk Corp

$24,241

38K shares

UALUnited Airls Hldgs Inc

$24,168

262K shares

HUMANAHumana Inc

$23,842

138K shares

WABTECWabtec

$23,715

95K shares

TWILIOTwilio Inc

$22,869

182K shares

JABILJabil Inc

$21,835

82K shares

SOUTHERNPPSouthern Copper Corp

$20,964

122K shares

ISHARES S&Ishares S&P Gsci Commodity-

$20,737

643K shares

LINDELinde Plc

$20,425

41K shares

SEAGATE TESeagate Technology Hldngs Pl

$19,862

51K shares

ISHARES TRIshares Tr

$19,592

79K shares

CLEVELAND-Cleveland-Cliffs Inc New

$19,549

2.31M shares

NUVATION BNuvation Bio Inc

$19,476

4.54M shares

BLOOM ENERBloom Energy Corp

$18,470

136K shares

INTCIntel Corp

$18,155

411K shares

BELITE BIOBelite Bio Inc Sponsored

$16,917

106K shares

PROTAGONISProtagonist Therapeutics Inc

$16,832

160K shares

UNITY SOFTUnity Software Inc

$16,209

739K shares

ARM HOLDINArm Holdings Plc

$16,142

107K shares

OLEMA PHAROlema Pharmaceuticals Inc

$14,714

987K shares

QNITY ELECQnity Electronics Inc

$14,498

126K shares

ADMA BIOLOAdma Biologics Inc

$13,926

1.55M shares

XENON PHARXenon Pharmaceuticals Inc

$13,875

239K shares

JBS N.V.Jbs N.V.

$11,780

656K shares

DAKTRONICSDaktronics Inc

$11,000

563K shares

CLOUDFLARECloudflare Inc

$10,840

53K shares

LYONDELLBALyondellbasell Industries Nv

$10,588

131K shares

VISTA ENERVista Energy S.A.B. De C.V.

$10,166

135K shares

TWIST BIOSTwist Bioscience Corp

$9,789

206K shares

COHERENTCoherent Corp

$9,624

40K shares

CELESTICACelestica Inc

$9,373

33K shares

STUBHUB HLStubhub Hldgs Inc

$8,531

1.37M shares

DBV TECHNODbv Technologies S A Sponsored

$8,008

383K shares

MUMicron Technology Inc

$7,905

23K shares

SATSEchostar Corp

$7,114

61K shares

ALMONTY INAlmonty Inds Inc

$6,804

470K shares

PURECYCLE Purecycle Technologies Inc

$4,999

963K shares

LUMENTUM HLumentum Hldgs Inc

$4,893

7K shares

MELIMercadolibre Inc

$4,782

3K shares

SOLSTICE ASolstice Advanced Matls Inc

$4,762

63K shares

WESTLAKEORWestlake Corporation

$2,476

21K shares

WAVE LIFE Wave Life Sciences Ltd

$1,254

173K shares

All Holdings (68)

StockValue% of PortfolioSharesChange
NATERANatera IncNEW$612,69118.1%3.06M+%
INSMEDInsmed IncNEW$188,7175.6%1.15M+%
TAIWAN SEMTaiwan Semiconductor ManufacNEW$167,3805.0%495K+%
ISHARESIshares IncNEW$162,3134.8%4.23M+%
INVESCO EXInvesco Exchange Traded Fd TNEW$157,5664.7%821K+%
YPF SOCIEDYpf Sociedad AnonimaNEW$149,5664.4%3.24M+%
BBB FOODSBbb Foods IncNEW$109,9723.3%3.11M+%
ALCOAAlcoa CorpNEW$99,0572.9%1.49M+%
NEWAMSTERDNewamsterdam Pharma CompanyNEW$98,2752.9%3.07M+%
SEASea LtdNEW$91,0832.7%1.10M+%
STMICROELEStmicroelectronics N VNEW$90,2752.7%2.61M+%
WOODWARDWoodward IncNEW$75,6482.2%211K+%
TEVA PHARMTeva Pharmaceutical Inds LtdNEW$71,6042.1%2.38M+%
ROKURoku IncNEW$70,9832.1%750K+%
AVGOBroadcom IncNEW$60,6501.8%196K+%
SPYState Str Spdr S&P 500 Etf TNEW$58,5311.7%90K+%
COUPANGCoupang IncNEW$50,3621.5%2.67M+%
OPTION CAROption Care Health IncNEW$50,3011.5%1.87M+%
AMZNAmazon Com IncNEW$41,6541.2%200K+%
CRHCrh PlcNEW$39,6891.2%378K+%
FIGURE TECFigure Technology SolutioNEW$39,0571.2%1.15M+%
GLOBAL X FGlobal X FdsNEW$36,1521.1%387K+%
CARIS LIFECaris Life Sciences IncNEW$33,8731.0%1.89M+%
RESTAURANTRestaurant Brands Intl IncNEW$33,5831.0%454K+%
REVOLUTIONRevolution Medicines IncNEW$30,7170.9%316K+%
LATTICE SELattice Semiconductor CorpNEW$29,9740.9%323K+%
SANDISKSandisk CorpNEW$24,2410.7%38K+%
UALUnited Airls Hldgs IncNEW$24,1680.7%262K+%
HUMANAHumana IncNEW$23,8420.7%138K+%
WABTECWabtecNEW$23,7150.7%95K+%

Filing History

Q1 2026

$3.4M

70 positions

Get alerted when Stanley Druckenmiller buys or sells

Sign up to get notified within 24 hours of new 13F filings.

Sign up free →

Data from SEC 13F filings. Holdings reported with ~45 day delay from quarter-end. Not investment advice.

Stanley Druckenmiller Portfolio 2026 — What They're Holding · Nexus AI