Whale Watch · Stanley Druckenmiller
Duquesne Family Office
Quarter ended June 30, 2026 · Filed August 14, 2026
Reported holdings: $5.2B · 95 positions
Members see every move, every top holding, and get an email the day an investor they follow files.
Join The PodBiggest Moves
48 new · 17 added · 10 trimmed · 23 sold out
| Company | Change | Shares | Value |
|---|---|---|---|
| INSM · Insmed Inc (call) | New | 1,350,000 | $143.9M |
| GOOGL · Alphabet Inc | New | 336,300 | $120.2M |
| AMZN · Amazon Com Inc | Added +1082.5% | 541,600 | $129.1M |
| FOXA · Fox Corp | New | 2,204,600 | $115M |
| CDW · Cdw Corp | New | 743,950 | $104.6M |
| ROKU · Roku Inc | Trimmed -75.5% | 184,055 | $25.4M |
| IWM · Ishares Tr (call) | Added +317.7% | 330,000 | $99.1M |
| UAL · United Airls Hldgs Inc | Added +202.8% | 794,795 | $108.1M |
| Seagate Technology Hldngs Pl | Added +140.6% | 122,000 | $117.7M |
| AA · Alcoa Corp | Trimmed -87.6% | 185,640 | $9.7M |
Top Holdings
| Company | Shares | Value | Of portfolio |
|---|---|---|---|
| NTRA · Natera Inc | 3,186,306 | $864.9M | 16.6% |
| TSM · Taiwan Semiconductor Manufac | 589,680 | $281.6M | 5.4% |
| STM · Stmicroelectronics N V | 3,102,880 | $232.4M | 4.5% |
| RSP · Invesco Exchange Traded Fd T (call) | 821,000 | $174.7M | 3.4% |
| INSM · Insmed Inc | 1,424,690 | $151.9M | 2.9% |
| EWZ · Ishares Inc (call) | 4,228,000 | $145.9M | 2.8% |
| INSM · Insmed Inc (call) | 1,350,000 | $143.9M | 2.8% |
| YPF · Ypf Sociedad Anonima | 3,138,897 | $142.7M | 2.7% |
| AMZN · Amazon Com Inc | 541,600 | $129.1M | 2.5% |
| Bbb Foods Inc | 2,901,733 | $120.9M | 2.3% |
Members see every move, every top holding, and get an email the day an investor they follow files. Join The Pod
Source: SEC Form 13F filing · A 13F lists long positions in US-listed stocks and options on the last day of the quarter. Managers have up to 45 days to file, so it shows where they stood then, not what they hold today.
Study the moves, then size your own trades with a plan. Join The Pod for $49 a month.
Join The Pod