Quantus

SEC FORM 13F

Stanley Druckenmiller

Duquesne Family Office

As filed
2026-03-31
Shown
44 / 65
13F value
$2.9M

This quarter's moves (2026-03-31)

New buys19

Broadcom, Caris Life Sciences, Inc. Common Stock, Revolution Medicines …

Added8

Natera, Alcoa, Roku Class A …

Trimmed15

Insmed, Taiwan Semiconductor Manufacturing, Ishares Msci Brazil ETF …

Holdings

By weight

  1. 1
    Natera29.8%
    NTRA-US · $612.7KAdded+552,249 sh
  2. 2
    Insmed9.2%
    INSM-US · $188.7KTrimmed-327,662 sh
  3. 3
    Taiwan Semiconductor Manufacturing8.1%
    TSM-US · $167.4KTrimmed-47,805 sh
  4. 4
    Ishares Msci Brazil ETF6.4%
    EWZ-US · $131.9KTrimmed-116,405 sh
  5. 5
    Alcoa4.8%
    AA-US · $99.1KAdded+117,340 sh
  6. 6
    Woodward3.7%
    WWD-US · $75.6KTrimmed-379,575 sh
  7. 7
    Roku Class A3.5%
    ROKU-US · $71KAdded+167,210 sh
  8. 8
    Broadcom2.9%
    AVGO-US · $60.7KNew
  9. 9
    Coupang Class A2.4%
    CPNG-US · $50.4KTrimmed-4,105,424 sh
  10. 10
    Option Care Health2.4%
    OPCH-US · $50.3KAdded+122,600 sh
  11. 11
    Figure Technology Solutions, Inc. Class A Common Stock1.9%
    FIGR-US · $39.1KTrimmed-389,370 sh
  12. 12
    Caris Life Sciences, Inc. Common Stock1.6%
    CAI-US · $33.9KNew
  13. 13
    Revolution Medicines1.5%
    RVMD-US · $30.7KNew
  14. 14
    Lattice Semiconductor1.5%
    LSCC-US · $30KTrimmed-602,835 sh
  15. 15
    United Airlines Holdings1.2%
    UAL-US · $24.2KTrimmed-85,905 sh
  16. 16
    Humana1.2%
    HUM-US · $23.8KNew
  17. 17
    Westinghouse Air Brake Technologies1.2%
    WAB-US · $23.7KTrimmed-205,215 sh
  18. 18
    Twilio Class A1.1%
    TWLO-US · $22.9KNew
  19. 19
    Jabil1.1%
    JBL-US · $21.8KNew
  20. 20
    Southern Copper1%
    SCCO-US · $21KAdded+1,026 sh
  21. 21
    iShares S&P GSCI Commodity-Indexed Trust1%
    GSG-US · $20.7KNew
  22. 22
    Cleveland Cliffs1%
    CLF-US · $19.5KAdded+567,800 sh
  23. 23
    Nuvation Bio Class A0.9%
    NUVB-US · $19.5KNew
  24. 24
    Bloom Energy Class A0.9%
    BE-US · $18.5KTrimmed-604,225 sh
  25. 25
    Intel Corporation0.9%
    INTC-US · $18.2KNew
  26. 26
    Protagonist Therapeutics0.8%
    PTGX-US · $16.8KHeld
  27. 27
    Unity Software0.8%
    U-US · $16.2KAdded+328,765 sh
  28. 28
    Olema Pharmaceuticals0.7%
    OLMA-US · $14.7KNew
  29. 29
    ADMA Biologics0.7%
    ADMA-US · $13.9KAdded+1,293,410 sh
  30. 30
    Xenon Pharmaceuticals0.7%
    XENE-US · $13.9KNew
  31. 31
    Daktronics0.5%
    DAKT-US · $11KTrimmed-290,323 sh
  32. 32
    Cloudflare Class A0.5%
    NET-US · $10.8KNew
  33. 33
    LyondellBasell Industries Class A0.5%
    LYB-US · $10.6KNew
  34. 34
    Twist Bioscience0.5%
    TWST-US · $9.8KNew
  35. 35
    Coherent0.5%
    COHR-US · $9.6KNew
  36. 36
    Amazon Com0.5%
    AMZN-US · $9.5KTrimmed-692,140 sh
  37. 37
    Celestica0.5%
    CLS-US · $9.4KNew
  38. 38
    StubHub Holdings, Inc.0.4%
    STUB-US · $8.5KTrimmed-938,574 sh
  39. 39
    Micron Technology0.4%
    MU-US · $7.9KNew
  40. 40
    PureCycle Technologies0.2%
    PCT-US · $5KTrimmed-1,915,245 sh
  41. 41
    Lumentum Holdings0.2%
    LITE-US · $4.9KNew
  42. 42
    MercadoLibre0.2%
    MELI-US · $4.8KTrimmed-44,383 sh
  43. 43
    Westlake0.1%
    WLK-US · $2.5KNew
  44. 44
    Wave Life Sciences0.1%
    WVE-US · $1.3KHeld

Factual information from reported filings; not investment advice.