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德鲁肯米勒Stanley Druckenmiller
Duquesne Family Office · SEC CIK 1536411
持仓市值 · Value
$5.2B
持股数 · Positions
95
季末 · Quarter end
2026-06-30
披露日 · Filed
2026-08-14
13F 只包含美股多头、ETF 和期权,不含空头、现金和非美股资产。变动为 2026-06-30 与 2026-03-31 两个季末的股数对比。仅供研究参考,不构成投资建议。 · 13F covers US long equity, ETF and option positions only; no shorts, cash or non-US assets. Changes compare share counts at 2026-06-30 vs 2026-03-31. For research only, not investment advice.
股票 · Stock 市值 · Value 占比 · Weight 股数 · Shares 股数变化 · Chg 变动 · Action
NTRA NATERA INC $864.9M 16.60% 3.19M +4.0% 加仓 Added
TSM TAIWAN SEMICONDUCTOR-SP ADR $281.6M 5.40% 589.7K +19.1% 加仓 Added
STM STMICROELECTRONICS NV-NY SHS $232.4M 4.46% 3.10M +18.8% 加仓 Added
RSP CALL INVESCO S&P 500 EQUAL WEIGHT $174.7M 3.35% 821.0K - 不变 Unchanged
INSM INSMED INC $151.9M 2.92% 1.42M +23.4% 加仓 Added
EWZ CALL ISHARES MSCI BRAZIL ETF $145.9M 2.80% 4.23M - 不变 Unchanged
INSM CALL INSMED INC $143.9M 2.76% 1.35M +1.35M 新建仓 New
YPF YPF S.A.-SPONSORED ADR $142.7M 2.74% 3.14M -3.0% 减仓 Trimmed
AMZN AMAZON.COM INC $129.1M 2.48% 541.6K +1082.5% 加仓 Added
TBBB BBB FOODS INC $120.9M 2.32% 2.90M -6.7% 减仓 Trimmed
GOOGL ALPHABET INC-CL A $120.2M 2.31% 336.3K +336.3K 新建仓 New
EWZ ISHARES MSCI BRAZIL ETF $118.5M 2.28% 3.44M - 不变 Unchanged
STX Seagate Technology Holdings plc $117.7M 2.26% 122.0K +140.6% 加仓 Added
FOXA FOX CORP - CLASS A $115.0M 2.21% 2.20M +2.20M 新建仓 New
AMZN CALL AMAZON.COM INC $109.5M 2.10% 459.3K +129.7% 加仓 Added
UAL UNITED AIRLINES HOLDINGS INC $108.1M 2.07% 794.8K +202.8% 加仓 Added
SE SEA LTD-ADR $105.4M 2.02% 1.10M - 不变 Unchanged
CDW CDW CORP/DE $104.6M 2.01% 744.0K +744.0K 新建仓 New
NAMS NewAmsterdam Pharma Co N.V. $104.0M 2.00% 3.07M - 不变 Unchanged
IWM CALL ISHARES RUSSELL 2000 ETF $99.1M 1.90% 330.0K +317.7% 加仓 Added
SNDK SANDISK CORP $79.4M 1.52% 34.9K -8.5% 减仓 Trimmed
RVMD REVOLUTION MEDICINES INC $74.8M 1.44% 399.6K +26.5% 加仓 Added
SPY CALL SS SPDR S&P 500 ETF TRUST-US $67.2M 1.29% 90.0K - 不变 Unchanged
BTDR Bitdeer Technologies Group $64.7M 1.24% 4.07M +4.07M 新建仓 New
CRH CRH PUBLIC LTD CO $59.2M 1.14% 553.6K +46.6% 加仓 Added
DAL DELTA AIR LINES INC $56.5M 1.08% 603.0K +603.0K 新建仓 New
TSLA CALL TESLA INC $53.0M 1.02% 126.0K +126.0K 新建仓 New
FLR FLUOR CORP $51.5M 0.99% 982.2K +982.2K 新建仓 New
DHI DR HORTON INC $48.7M 0.93% 299.0K +299.0K 新建仓 New
CPNG COUPANG INC $46.3M 0.89% 2.67M - 不变 Unchanged
AMD ADVANCED MICRO DEVICES $42.3M 0.81% 72.9K +72.9K 新建仓 New
PANW PALO ALTO NETWORKS INC $39.8M 0.76% 116.7K +116.7K 新建仓 New
CLF CLEVELAND-CLIFFS INC $39.6M 0.76% 4.22M +82.2% 加仓 Added
HUT HUT 8 CORP $36.3M 0.70% 314.1K +314.1K 新建仓 New
CDW CALL CDW CORP/DE $35.2M 0.67% 250.0K +250.0K 新建仓 New
CAI CARIS LIFE SCIENCES INC $33.8M 0.65% 1.89M - 不变 Unchanged
ARGT GLOBAL X MSCI ARGENTINA ETF $30.0M 0.58% 328.8K -15.1% 减仓 Trimmed
FOX FOX CORP - CLASS B $29.6M 0.57% 632.6K +632.6K 新建仓 New
WWD WOODWARD INC $28.6M 0.55% 67.2K -68.2% 减仓 Trimmed
META CALL META PLATFORMS INC-CLASS A $28.2M 0.54% 50.0K +50.0K 新建仓 New
NUVB NUVATION BIO INC $25.8M 0.49% 4.54M - 不变 Unchanged
PTGX PROTAGONIST THERAPEUTICS INC $25.6M 0.49% 208.9K +30.8% 加仓 Added
ROKU ROKU INC $25.4M 0.49% 184.1K -75.5% 减仓 Trimmed
CVCO CAVCO INDUSTRIES INC $24.3M 0.47% 39.5K +39.5K 新建仓 New
ADMA ADMA BIOLOGICS INC $23.3M 0.45% 2.78M +80.1% 加仓 Added
PURR HYPERLIQUID STRATEGIES $23.1M 0.44% 2.94M +2.94M 新建仓 New
RMBS RAMBUS INC $23.0M 0.44% 173.0K +173.0K 新建仓 New
RYTM RHYTHM PHARMACEUTICALS INC $22.6M 0.43% 203.6K +203.6K 新建仓 New
SKY CHAMPION HOMES INC $22.4M 0.43% 254.4K +254.4K 新建仓 New
DAKT DAKTRONICS INC $22.0M 0.42% 1.12M +99.6% 加仓 Added
PCT PURECYCLE TECHNOLOGIES INC $21.7M 0.42% 2.68M +178.4% 加仓 Added
SCCO SOUTHERN COPPER CORP $21.4M 0.41% 123.1K +1.0% 加仓 Added
LIN LINDE PLC $21.4M 0.41% 41.2K - 不变 Unchanged
ENTG ENTEGRIS INC $21.3M 0.41% 118.3K +118.3K 新建仓 New
TEVAN TEVA PHARMACEUTICAL-SP ADR $21.2M 0.41% 625.0K -73.7% 减仓 Trimmed
U UNITY SOFTWARE INC $21.1M 0.41% 738.8K - 不变 Unchanged
AEVA AEVA TECHNOLOGIES INC $20.7M 0.40% 720.2K +720.2K 新建仓 New
RIOT RIOT PLATFORMS INC $20.7M 0.40% 754.8K +754.8K 新建仓 New
Q QNITY ELECTRONICS INC $20.5M 0.39% 125.7K - 不变 Unchanged
EQIX EQUINIX INC $19.2M 0.37% 18.4K +18.4K 新建仓 New
LRCX LAM RESEARCH CORP $18.9M 0.36% 43.6K +43.6K 新建仓 New
DFTX DEFINIUM THERAPEUTICS INC $16.8M 0.32% 356.6K +356.6K 新建仓 New
BLTE BELITE BIO INC - ADR $16.3M 0.31% 106.1K - 不变 Unchanged
RSP INVESCO S&P 500 EQUAL WEIGHT $15.8M 0.30% 74.4K +74.4K 新建仓 New
TXG 10X GENOMICS INC-CLASS A $15.5M 0.30% 403.1K +403.1K 新建仓 New
WAB WABTEC CORP $15.3M 0.29% 56.6K -40.4% 减仓 Trimmed
LLY ELI LILLY & CO $14.8M 0.28% 12.4K +12.4K 新建仓 New
XENE XENON PHARMACEUTICALS INC $14.4M 0.28% 238.6K - 不变 Unchanged
OLMA OLEMA PHARMACEUTICALS INC $12.3M 0.24% 986.8K - 不变 Unchanged
RGEN REPLIGEN CORP $10.6M 0.20% 77.4K +77.4K 新建仓 New
RKT ROCKET COS INC-CLASS A $10.3M 0.20% 652.2K +652.2K 新建仓 New
BIDU BAIDU INC - SPON ADR $10.1M 0.19% 88.2K +88.2K 新建仓 New
ARM ARM HOLDINGS PLC-ADR $10.0M 0.19% 28.1K -73.7% 减仓 Trimmed
CVNA CARVANA CO $9.9M 0.19% 151.0K +151.0K 新建仓 New
RDDT REDDIT INC-CL A $9.8M 0.19% 56.5K +56.5K 新建仓 New
AA ALCOA CORP $9.7M 0.19% 185.6K -87.6% 减仓 Trimmed
TMO THERMO FISHER SCIENTIFIC INC $9.6M 0.18% 19.2K +19.2K 新建仓 New
DHR DANAHER CORP $9.6M 0.18% 50.3K +50.3K 新建仓 New
FFIV F5 INC $9.2M 0.18% 22.0K +22.0K 新建仓 New
VIST VISTA ENERGY SAB DE CV $8.6M 0.16% 134.7K - 不变 Unchanged
SKE SKEENA RESOURCES LTD $8.0M 0.15% 300.2K +300.2K 新建仓 New
JBS JBS N.V. $7.8M 0.15% 655.9K - 不变 Unchanged
GLUE MONTE ROSA THERAPEUTICS INC $7.2M 0.14% 297.6K +297.6K 新建仓 New
RLAY RELAY THERAPEUTICS INC $6.5M 0.13% 349.0K +349.0K 新建仓 New
DBVT DBV TECHNOLOGIES SA-SPON ADR $6.3M 0.12% 383.4K - 不变 Unchanged
CCC CCC INTELLIGENT SOLUTIONS HO $6.0M 0.12% 1.17M +1.17M 新建仓 New
UWMC UWM HOLDINGS CORP $5.9M 0.11% 2.58M +2.58M 新建仓 New
NVTS NAVITAS SEMICONDUCTOR CORP $5.6M 0.11% 311.1K +311.1K 新建仓 New
SOLS SOLSTICE ADV MATERIALS INC $5.5M 0.11% 62.5K - 不变 Unchanged
FTAI FTAI Aviation Ltd. $5.5M 0.10% 20.2K +20.2K 新建仓 New
BEAM BEAM THERAPEUTICS INC $5.3M 0.10% 153.6K +153.6K 新建仓 New
AUR AURORA INNOVATION INC $4.3M 0.08% 633.7K +633.7K 新建仓 New
IREN IREN Ltd $4.0M 0.08% 87.1K +87.1K 新建仓 New
GGAL GRUPO FINANCIERO GALICIA-ADR $3.0M 0.06% 59.5K +59.5K 新建仓 New
WVE Wave Life Sciences, Inc. $1.0M 0.02% 173.0K - 不变 Unchanged
AVGO BROADCOM INC - - - -196.0K 清仓 Sold out
OPCH OPTION CARE HEALTH INC - - - -1.87M 清仓 Sold out
FIGR FIGURE TECHNOLOGY SOLUT-CL A - - - -1.15M 清仓 Sold out
QSR RESTAURANT BRANDS INTERN - - - -454.4K 清仓 Sold out
LSCC LATTICE SEMICONDUCTOR CORP - - - -323.1K 清仓 Sold out
HUM HUMANA INC - - - -137.5K 清仓 Sold out
TWLO TWILIO INC - A - - - -181.8K 清仓 Sold out
JBL JABIL INC - - - -82.2K 清仓 Sold out
GSG ISHARES S&P GSCI COMMODITY I - - - -643.0K 清仓 Sold out
BE BLOOM ENERGY CORP- A - - - -136.3K 清仓 Sold out
INTC INTEL CORP - - - -411.4K 清仓 Sold out
NET CLOUDFLARE INC - CLASS A - - - -52.5K 清仓 Sold out
LYB LyondellBasell Industries N.V. - - - -131.4K 清仓 Sold out
TWST TWIST BIOSCIENCE CORP - - - -206.0K 清仓 Sold out
COHR COHERENT CORP - - - -40.4K 清仓 Sold out
CLS CELESTICA INC - - - -33.3K 清仓 Sold out
STUB STUBHUB HOLDINGS INC-CLASS A - - - -1.37M 清仓 Sold out
MU MICRON TECHNOLOGY INC - - - -23.4K 清仓 Sold out
ECHO ECHOSTAR CORP-A - - - -60.8K 清仓 Sold out
ALM ALMONTY INDUSTRIES INC - - - -469.9K 清仓 Sold out
LITE LUMENTUM HOLDINGS INC - - - -7.0K 清仓 Sold out
MELI MERCADOLIBRE INC - - - -2.8K 清仓 Sold out
WLK WESTLAKE CORP - - - -21.2K 清仓 Sold out
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