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Market ClerkRecap
Thu Oct 22 · markets open6 signals today108 insider buys this week · $250.3MCIRO short report next: Oct 31The week ahead
BIG MONEY · 13F AS OF 2026-06-30

Duquesne Family Office (Stanley Druckenmiller)

$5.2B disclosed · 90 positions shown · vs 2026-03-31
New positions
Exited
  • AVGOwas $61M
  • OPCHwas $50M
  • Figure Technology Solutiowas $39M
  • Restaurant Brands Intl Incwas $34M
  • LSCCwas $30M
  • HUMwas $24M
  • TWLOwas $23M
  • JBLwas $22M
  • Ishares S&P Gsci Commodity-was $21M
  • BEwas $18M
Biggest changes
  • NTRA+$252M
  • AMZN+$187M
  • STM+$142M
  • Taiwan Semiconductor Manufac+$114M
  • INSM+$107M
  • Seagate Technology Hldngs Pl+$98M
  • AA−$89M
  • United Airls Hldgs Inc+$84M
  • Ishares Tr+$80M
  • SNDK+$55M

Top holdings · 2026-06-30

#TickerIssuerValueShares
1NTRANatera Inc$865M3,186,306
2INSMInsmed Inc$296M2,774,690
3—Taiwan Semiconductor Manufac$282M589,680
4—Ishares Inc$264M7,664,170
5AMZNAmazon Com Inc$239M1,000,900
6STMStmicroelectronics N V$232M3,102,880
7—Invesco Exchange Traded Fd T$191M895,400
8YPFYpf Sociedad Anonima$143M3,138,897
9CDWCdw Corp$140M993,950
10TBBBBbb Foods Inc$121M2,901,733
11GOOGLAlphabet Inc$120M336,300
12—Seagate Technology Hldngs Pl$118M122,000
13FOXAFox Corp$115M2,204,600
14—United Airls Hldgs Inc$108M794,795
15SESea Ltd$105M1,099,905
16—Newamsterdam Pharma Company$104M3,070,146
17—Ishares Tr$99M330,000
18SNDKSandisk Corp$79M34,900
19RVMDRevolution Medicines Inc$75M399,587
20—State Str Spdr S&P 500 Etf T$67M90,000
21BTDRBitdeer Technologies Group$65M4,074,993
22—Crh Plc$59M553,555
23DALDelta Air Lines Inc$56M603,000
24TSLATesla Inc$53M126,000
25FLRFluor Corp$51M982,200

Republished from SEC EDGAR 13F-HR filings (US-listed holdings only, filed within 45 days of quarter end). Top 90 positions by value shown.

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