Stanley Druckenmiller · portfolio filed with the SEC for Q2 2026 (quarter end 2026-06-30, filed 2026-08-14), compared with Q1 2026.
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Go Pro| Stock | Weight | Value | Held since | Vs. previous quarter |
|---|---|---|---|---|
| NTRA Natera Inc | 19.9% | $864.9M | Q3 2023 or earlier | = |
| TSM Taiwan Semiconductor Manufac | 6.5% | $281.6M | Q3 2024 | +19% bought Q2 2026 · $337.34–$476.29 · avg $403.98 ·
today +6.4% |
| STM Stmicroelectronics N V | 5.3% | $232.4M | Q4 2025 | +19% bought Q2 2026 · $34.22–$79.68 · avg $59.97 ·
today -21.8% |
| INSM Insmed Inc | 3.5% | $151.9M | Q2 2024 | +23% bought Q2 2026 · $91.88–$164.86 · avg $121.09 ·
today -19.2% |
| FOXA Fox Corp | 3.3% | $144.6M | Q2 2026 | new bought Q2 2026 · $48.58–$68.02 · avg $61.52 ·
today +4.3% |
| YPF Ypf Sociedad Anonima | 3.3% | $142.7M | Q2 2024 | = |
| AMZN Amazon Com Inc | 3.0% | $129.1M | Q3 2025 | +1082% bought Q2 2026 · $209.77–$274.99 · avg $251.01 ·
today -0.4% |
| TBBB Bbb Foods Inc | 2.8% | $120.9M | Q2 2025 | -7% |
| GOOGL Alphabet Inc | 2.8% | $120.2M | Q2 2026 | new bought Q2 2026 · $295.40–$402.12 · avg $359.57 ·
today -5.3% |
| EWZ Ishares Inc | 2.7% | $118.5M | Q4 2025 | = |
| 75 more with Pro | ||||
| Stock | Value last quarter |
|---|---|
| ALM Almonty Inds Inc | $6.8M |
| BE Bloom Energy Corp | $18.5M |
| AVGO Broadcom Inc | $60.6M |
| CLS Celestica Inc | $9.4M |
| NET Cloudflare Inc | $10.8M |
| COHR Coherent Corp | $9.6M |
| ECHO Echostar Corp | $7.1M |
| FIGR Figure Technology Solutio | $39.1M |
| HUM Humana Inc | $23.8M |
| INTC Intel Corp | $18.2M |
| 13 more with Pro | |
A 13F is a snapshot of the portfolio at each quarter end: it doesn't show the day of each purchase. "Held since" is the first quarter in which the position appears continuously (up to 3 years of history). For this quarter's purchases we show the range of closing prices in the quarter and its average, the best estimate of the purchase price, and how much it has moved since.
Source: SEC EDGAR, Form 13F-HR. Long US equity positions only (no shorts, cash or options). For information purposes only; not investment advice.