Duquesne Family Office

FundWatchedStanley Druckenmiller · One holdings report on file · One of 16 funds we watch

$5.2B

Reported value of US stock holdings on Jun 30, the filing's own figure

90 positions · filed Aug 14, 45 days after the quarter ended

Why no record

A holdings report says nothing about how a manager has done, because it gives no prices. That is why managers are never ranked.

What changed last quarter

Quarter ended Jun 30 · filed Aug 14 · against the report the manager filed before it

New positions

45, biggest 4

CDW Cdw Corp 994K shares2.7% of this fund's holdings

GOOGL Alphabet Inc 336K shares2.3% of this fund's holdings

FOXA Fox Corp 2.2M shares2.2% of this fund's holdings

BTDR Bitdeer Technologies Group 4.1M shares1.2% of this fund's holdings

Sold out

A position that was sold out leaves no row in this report, so we cannot name them without the report before it, which we do not hold.

Added to

16, showing 4

NTRA Natera Inc Holds 3.2M shares16.6% of this fund's holdings

INSM Insmed Inc Holds 2.8M shares5.7% of this fund's holdings

TSM Taiwan Semiconductor Manufac Holds 590K shares5.4% of this fund's holdings

AMZN Amazon Com Inc Holds 1.0M shares4.6% of this fund's holdings

Trimmed

10, showing 4

YPF Ypf Sociedad Anonima Holds 3.1M shares2.7% of this fund's holdings

TBBB Bbb Foods Inc Holds 2.9M shares2.3% of this fund's holdings

SNDK Sandisk Corp Holds 34,900 shares1.5% of this fund's holdings

ARGT Global X Fds Holds 329K shares0.6% of this fund's holdings

We do not hold the report before this one, so we cannot say by how much. Each position is still named as new, added to or trimmed, because the report said so when it was filed.

Top holdings

Reference, not news

Top holdings · 90 positionsSwipe →

#TickerCompanyShares Share of this fund's holdingsvs last quarter

1 NTRA Natera Inc 3.2M 16.6% Added to

2 INSM Insmed Inc 2.8M 5.7% Added to

3 TSM Taiwan Semiconductor Manufac 590K 5.4% Added to

4 EWZ Ishares Inc 7.7M 5.1% Held

5 AMZN Amazon Com Inc 1.0M 4.6% Added to

6 STM Stmicroelectronics N V 3.1M 4.5% Added to

7 RSP Invesco Exchange Traded Fd T 895K 3.7% Added to

8 YPF Ypf Sociedad Anonima 3.1M 2.7% Trimmed

Ranked by value in the report. Share of this fund's holdings means the position's value as a share of the fund's reported total. It is not a share of any company; that is what a stake percent means.

Stakes filed by this fund

Schedules 13D and 13G · 5 on file

StakeStake reportSep 14

12.7% of the shares GMTL Guardian Metal Resources PLC

Schedule 13G: passive

Amendment

StakeStake reportSep 14

12.7% of the shares GMTL Guardian Metal Resources PLC

Schedule 13G: passive

First filing

StakeStake reportJul 29

3.7% of the shares TBBB BBB Foods Inc

Schedule 13G: passive

First filing

StakeStake reportJan 28

5% of the shares TBBB BBB Foods Inc

Schedule 13G: passive

First filing

StakeStake reportNov 4, 2025

0% of the shares DAKT DAKTRONICS INC /SD/

Schedule 13G: passive

Amendment