Venuity
Duquesne Family Office · #4 of 6

Stanley Druckenmiller

Macro-driven, moves fast between themes.

Since filing
−2.2%
S&P 500
−3.4%
vs S&P 500
+1.2%

Q2 2026 13F, holdings as of Jun 30, 2026, public Aug 14, 2026. $5.2B reported across 95 positions. See the filing

PositionWeightAt filingNowSince filing
NTRA Natera16.6%$309.93$311.98+0.7%
TSM Taiwan Semiconductor5.4%$426.35$396.48−7.0%
STM STMicroelectronics4.5%$54.29$44.70−17.7%
INSM Insmed2.9%$123.74$119.49−3.4%
YPF YPF2.7%$50.05$37.28−25.5%
AMZN Amazon2.5%$262.65$270.87+3.1%
TBBB BBB Foods2.3%$47.79$67.83+41.9%

Agree with Druckenmiller? Disagree? Make the call yourself. It's locked at the market price and graded against the S&P 500, same as this.

Join free

Not the fund's real return: a 13F is a quarter-end snapshot of long US positions, filed up to 45 days later, and leaves out shorts, options, cash and non-US holdings. The fund may have traded since. For informational and educational purposes only. Not financial advice. Scores are opinions, not recommendations.