Duquesne Family Office · Stanley Druckenmiller

Period 2026-06-30 · Filed 2026-08-14 · Value of constituent holdings $967,807← Notable Institutional Holdings

New

Added

Reduced

Sold out

All 28 New 15 Added 2 Reduced 2 Sold out 7

Ticker	Company	Value	Weight	Shares	vs. 2026-03
GOOGL	Alphabet Inc. (Class A)	$120,184	12.4%	336,300	New
FOXA	Fox Corporation (Class A)	$114,992	11.9%	2,204,600	New
CDW	CDW Corporation	$104,629	10.8%	743,950	New
DAL	Delta Air Lines	$56,477	5.8%	603,000	New
DHI	D. R. Horton	$48,701	5.0%	299,000	New
AMD	Advanced Micro Devices	$42,348	4.4%	72,900	New
PANW	Palo Alto Networks	$39,780	4.1%	116,650	New
FOX	Fox Corporation (Class B)	$29,631	3.1%	632,600	New
EQIX	Equinix	$19,232	2.0%	18,450	New
LRCX	Lam Research	$18,893	2.0%	43,600	New
CVNA	Carvana	$9,939	1.0%	151,000	New
RDDT	Reddit	$9,816	1.0%	56,550	New
TMO	Thermo Fisher Scientific	$9,626	1.0%	19,200	New
DHR	Danaher Corporation	$9,581	1.0%	50,300	New
FFIV	F5, Inc.	$9,151	0.9%	22,000	New

Institutional holdings come from filings made within 45 days of quarter-end and reflect positions at quarter-end. Short positions and non-US stocks are excluded; values are as reported in the filing.