Investors / Stan Druckenmiller
SD
Stan Druckenmiller / Duquesne Family Office
13F
8 positions · Q1 2026| # | Ticker | Company | Layer | Value | Shares | % of AUM | Entry quarter |
|---|---|---|---|---|---|---|---|
| 1 | TSM | Taiwan Semiconductor (ADR) | Chip | $167.4M | 495.3K shares | 5.0% | before Q2 2023 |
| 2 | AVGO | Broadcom Inc | ChipEnabler | $60.6M | 196K shares | 1.8% | Q3 2023 |
| 3 | BE | Bloom Energy Corp | Power | $18.5M | 136.3K shares | 0.5% | Q4 2025 |
| 4 | INTC | Intel Corp | ChipEnabler | $18.2M | 411.4K shares | 0.5% | Q1 2026 |
| 5 | COHR | Coherent Corp | Infra | $9.6M | 40.4K shares | 0.3% | Q1 2024 |
| 6 | AMZN | Amazon.com Inc | InfraApp | $9.5M | 45.8K shares | 0.3% | Q4 2025 |
| 7 | MU | Micron Technology | ChipEnabler | $7.9M | 23.4K shares | 0.2% | before Q2 2023 |
| 8 | LITE | Lumentum Holdings | InfraEnabler | $4.9M | 7K shares | 0.1% | Q1 2026 |
13G/13D
0 active stakes · SEC ≥5% filingsNo active major stakes since latest 13F.
Per SEC rules, investors must disclose ≥5% positions within 5-10 days of crossing the threshold; this section reflects filings since the latest 13F.
Holdings Timeline
Q2 2023
Q3 2023
Q4 2023
Q1 2024
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Q3 2025
Q4 2025
Q1 2026
NVDA↑ Call
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TSM
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ADD+166K
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TRIM−48K
AVGO
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NEW+52K
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AMZN↑ Call
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BE
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INTC
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NEW+411K
COHR
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TRIM−599K
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AMZN
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TRIM−82K
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TRIM−192K
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MU
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LITE
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NEW+7K
GOOGL
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SMTC
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META
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MDB
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MSFT
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GLW
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TSLA
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PLTR
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NEW+770K
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PANW
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NEW+65K
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TRIM−45K
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ADBE
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NEW+17K
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NVDA
HOLD
TRIM−75K
TRIM−257K
TRIM−442K
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AAPL
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ANET
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VRT
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ADD+652K
ADD+427K
TRIM−1M
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BABA
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NEW
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TRIM (light → heavy)
Not held
Hover any cell for share + value delta| Period | Action | Ticker | Δ Shares | Δ Value |
|---|---|---|---|---|
| Q1 2026 | TRIM | AMZN | -692,140 | $-160.8M |
| Q1 2026 | DROP | GOOGL | -385,000 | $-120.5M |
| Q1 2026 | ADD | AVGO | +195,955 | +$60.6M |
| Q1 2026 | TRIM | BE | -604,225 | $-45.9M |
| Q1 2026 | ADD | AMZN↑ Call | +100,000 | +$18.6M |
| Q1 2026 | NEW | INTC | +411,400 | +$18.2M |
| Q1 2026 | ADD | COHR | +40,400 | +$9.6M |
| Q1 2026 | ADD | MU | +23,400 | +$7.9M |
| Q1 2026 | NEW | LITE | +6,963 | +$4.9M |
| Q1 2026 | TRIM | TSM | -47,805 | +$2.3M |
| Q4 2025 | ADD | GOOGL | +282,800 | +$95.7M |
| Q4 2025 | ADD | AMZN | +300,870 | +$74.4M |
| Q4 2025 | NEW | BE | +740,545 | +$64.3M |
| Q4 2025 | DROP | META | -76,100 | $-55.9M |
| Q4 2025 | TRIM | TSM | -222,000 | $-48.6M |
| Q4 2025 | NEW | AMZN↑ Call | +100,000 | +$23.1M |
| Q4 2025 | DROP | SMTC | -301,515 | $-21.5M |
| Q4 2025 | DROP | MDB | -17,710 | $-5.5M |
| Q3 2025 | DROP | COHR | -1,157,840 | $-103.3M |
| Q3 2025 | DROP | MSFT | -200,930 | $-99.9M |
| Q3 2025 | ADD | AMZN | +437,070 | +$96M |
| Q3 2025 | ADD | META | +76,100 | +$55.9M |
| Q3 2025 | HOLD | TSM | 0 | +$40.4M |
| Q3 2025 | DROP | GLW | -623,145 | $-32.8M |
| Q3 2025 | ADD | GOOGL | +102,200 | +$24.8M |
| Q3 2025 | DROP | AVGO | -86,140 | $-23.7M |
| Q3 2025 | NEW | SMTC | +301,515 | +$21.5M |
| Q3 2025 | NEW | MDB | +17,710 | +$5.5M |
| Q2 2025 | ADD | MSFT | +200,930 | +$99.9M |
| Q2 2025 | ADD | TSM | +166,305 | +$73.9M |
| Q2 2025 | TRIM | COHR | -1,064,230 | $-41M |
| Q2 2025 | NEW | GLW | +623,145 | +$32.8M |
| Q2 2025 | DROP | AMZN | -136,765 | $-26M |
| Q2 2025 | ADD | AVGO | +86,140 | +$23.7M |
| Q2 2025 | DROP | TSLA | -18,838 | $-4.9M |
| Q1 2025 | TRIM | COHR | -598,860 | $-122.9M |
| Q1 2025 | ADD | TSM | +491,265 | +$78.2M |
| Q1 2025 | TRIM | AMZN | -191,635 | $-46M |
| Q1 2025 | DROP | MU | -408,885 | $-34.4M |
| Q1 2025 | DROP | PANW | -87,424 | $-15.9M |
| Q1 2025 | DROP | GOOGL | -76,680 | $-14.5M |
| Q1 2025 | TRIM | TSLA | -18,837 | $-10.3M |
| Q1 2025 | DROP | PLTR | -41,710 | $-3.2M |
| Q4 2024 | ADD | AMZN | +328,400 | +$72M |
| Q4 2024 | DROP | AVGO | -239,980 | $-41.4M |
| Q4 2024 | ADD | MU | +408,885 | +$34.4M |
| Q4 2024 | DROP | MSFT | -43,095 | $-18.5M |
| Q4 2024 | DROP | ADBE | -34,495 | $-17.9M |
| Q4 2024 | NEW | TSLA | +37,675 | +$15.2M |
| Q4 2024 | ADD | GOOGL | +76,680 | +$14.5M |
| Q4 2024 | ADD | TSM | +50,160 | +$11.3M |
| Q4 2024 | TRIM | COHR | -157,600 | +$2.4M |
| Q4 2024 | HOLD | PLTR | 0 | +$1.6M |
| Q4 2024 | ADD | PANW | +43,712 | +$967K |
| Q3 2024 | TRIM | MSFT | -357,395 | $-160.5M |
| Q3 2024 | ADD | AVGO | +239,980 | +$41.4M |
| Q3 2024 | DROP | NVDA | -214,060 | $-26.4M |
| Q3 2024 | DROP | ANET | -52,275 | $-18.3M |
| Q3 2024 | TRIM | PLTR | -728,255 | $-18M |
| Q3 2024 | TRIM | PANW | -45,256 | $-15.2M |
| Q3 2024 | ADD | TSM | +57,355 | +$10M |
| Q3 2024 | DROP | AAPL | -24,400 | $-5.1M |
| Q3 2024 | TRIM | COHR | -611,010 | +$4.7M |
| Q3 2024 | TRIM | ADBE | -2,190 | $-2.5M |
| Q2 2024 | TRIM | MSFT | -711,780 | $-289M |
| Q2 2024 | ADD | NVDA | +38,117 | $-132.5M |
| Q2 2024 | ADD | COHR | +1,064,470 | +$107M |
| Q2 2024 | TRIM | ANET | -375,977 | $-105.9M |
| Q2 2024 | DROP | VRT | -998,510 | $-81.5M |
| Q2 2024 | DROP | META | -63,930 | $-31M |
| Q2 2024 | ADD | ADBE | +36,685 | +$20.4M |
| Q2 2024 | TRIM | AAPL | -90,300 | $-14.5M |
| Q2 2024 | TRIM | PANW | -49,750 | $-9.3M |
| Q2 2024 | HOLD | PLTR | 0 | +$1.8M |
| Q1 2024 | NEW | COHR | +2,525,070 | +$153.1M |
| Q1 2024 | TRIM | NVDA | -441,551 | $-146.8M |
| Q1 2024 | ADD | ANET | +194,067 | +$69M |
| Q1 2024 | ADD | MSFT | +26,150 | +$59.5M |
| Q1 2024 | ADD | META | +63,930 | +$31M |
| Q1 2024 | TRIM | VRT | -1,314,990 | $-29.6M |
| Q1 2024 | ADD | PANW | +74,003 | +$20.3M |
| Q1 2024 | NEW | AAPL | +114,700 | +$19.7M |
| Q1 2024 | NEW | PLTR | +769,965 | +$17.7M |
| Q1 2024 | DROP | ADBE | -17,130 | $-10.2M |
| Q4 2023 | NEW | NVDA↑ Call | +489,500 | +$242.4M |
| Q4 2023 | DROP | GOOGL | -838,375 | $-109.7M |
| Q4 2023 | ADD | MSFT | +68,860 | +$87.2M |
| Q4 2023 | TRIM | NVDA | -257,162 | $-74.7M |
| Q4 2023 | ADD | ANET | +234,185 | +$55.2M |
| Q4 2023 | DROP | AVGO | -51,956 | $-43.2M |
| Q4 2023 | ADD | VRT | +427,250 | +$40.9M |
| Q4 2023 | DROP | BABA | -307,500 | $-26.7M |
| Q4 2023 | NEW | PANW | +64,715 | +$19.1M |
| Q4 2023 | DROP | AMZN | -136,690 | $-17.4M |
| Q4 2023 | NEW | ADBE | +17,130 | +$10.2M |
| Q3 2023 | NEW | GOOGL | +838,375 | +$109.7M |
| Q3 2023 | DROP | TSM | -486,190 | $-49.1M |
| Q3 2023 | NEW | AVGO | +51,956 | +$43.2M |
| Q3 2023 | ADD | VRT | +652,495 | +$39.6M |
| Q3 2023 | ADD | MSFT | +188,300 | +$38.9M |
| Q3 2023 | DROP | ORCL | -271,265 | $-32.3M |
| Q3 2023 | NEW | BABA | +307,500 | +$26.7M |
| Q3 2023 | TRIM | NVDA | -75,419 | $-21.4M |
| Q3 2023 | DROP | META | -54,665 | $-15.7M |
| Q3 2023 | DROP | ANET | -93,980 | $-15.2M |
| Q3 2023 | DROP | MU | -222,200 | $-14M |
| Q3 2023 | TRIM | AMZN | -81,690 | $-11.1M |
| Q2 2023 | HOLD | NVDA | +950,075 | +$401.9M |
| Q2 2023 | HOLD | MSFT | +828,960 | +$282.3M |
| Q2 2023 | HOLD | TSM | +486,190 | +$49.1M |
| Q2 2023 | HOLD | ORCL | +271,265 | +$32.3M |
| Q2 2023 | HOLD | VRT | +1,233,755 | +$30.6M |
| Q2 2023 | HOLD | AMZN | +218,380 | +$28.5M |
| Q2 2023 | HOLD | META | +54,665 | +$15.7M |
| Q2 2023 | HOLD | ANET | +93,980 | +$15.2M |
| Q2 2023 | HOLD | MU | +222,200 | +$14M |