GuruTrack

Stanley Druckenmiller

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Summary
Stanley Druckenmiller disclosed 95 positions in its latest 13F (2026 Q2), a portfolio value of ~$5.21B, across 7 sectors; top holdings NTRA, TSM, STM. This quarter: 44 new, 15 added, 10 trimmed, 23 closed. Data from public SEC 13F filings, delayed up to ~45 days.
Portfolio value$5.21B
Holdings95incl. options
Sectors7
Latest filing2026 Q2
New44$1.13B
Added15$976.76M
Trimmed10$326.09M
Sold23$432.19M
View original SEC filing

Guru playbook

This quarter at a glance
Broad coverageDiversifiedHigh turnover · active

Circle of competence (by value)

Technology9%
Consumer Discretionary4%
Industrials4%

Biggest new buy

GOOGLALPHABET INC-CL A

New buy · of book 2.8%

Biggest add

NTRANATERA INC

Added +4.0%

Biggest exit

AVGOBROADCOM INC

Exited · was ~$60.65M

⚠️ Tags are auto-derived from public 13F holdings.

Position-weight treemap

By share of portfolio value (2026 Q2, common stock only, top 25).

Sector breakdown

By value (positions with no sector fall under “Uncategorized”).

Public SEC 13F filings may appear up to 45 days after quarter-end; STOCK Act / OGE trade filings are generally due within 45 days but may be late. Partial data only — research, not investment advice.