Stanley Druckenmiller — portefølje (Q2, 2026)
Aktiebeholdninger for Duquesne Family Office fra officielle indberetninger i USA — pr. 2026-08-14.
86Positioner
52,4 %Top 10-andel
Nye køb
- Alphabet Inc
- Fox Corp
- Cdw Corp
- Bitdeer Technologies Group
- Delta Air Lines Inc
Solgt helt ud
- Almonty Inds Inc -100,0 %
- Bloom Energy Corp -100,0 %
- Broadcom Inc -100,0 %
- Celestica Inc -100,0 %
- Cloudflare Inc -100,0 %
Øgede positioner
- Amazon Com Inc +1082,5 %
- United Airls Hldgs Inc +202,8 %
- Purecycle Technologies Inc +178,4 %
- Seagate Technology Hldngs Pl +140,6 %
- Daktronics Inc +99,6 %
Reducerede
- Alcoa Corp -87,6 %
- Roku Inc -75,5 %
- Teva Pharmaceutical Inds Ltd -73,7 %
- Arm Holdings PLC -73,7 %
- Woodward Inc -68,2 %
| Selskab | % af portef. | Antal aktier | Ændring i beholdning | Værdi |
|---|---|---|---|---|
| Natera Inc | 19,86 % | 3.186.306 | +4,0 % | $0,9 mio. |
| Taiwan Semiconductor Manufac TSM | 6,47 % | 589.680 | +19,1 % | $0,3 mio. |
| Stmicroelectronics N V | 5,34 % | 3.102.880 | +18,8 % | $0,2 mio. |
| Insmed Inc | 3,49 % | 1.424.690 | +23,4 % | $0,2 mio. |
| Ypf Sociedad Anonima | 3,28 % | 3.138.897 | -3,0 % | $0,1 mio. |
| Amazon Com Inc AMZN | 2,96 % | 541.600 | +1082,5 % | $0,1 mio. |
| Bbb Foods Inc | 2,78 % | 2.901.733 | -6,7 % | $0,1 mio. |
| Alphabet Inc GOOGL | 2,76 % | 336.300 | Ny position | $0,1 mio. |
| Ishares Inc | 2,72 % | 3.436.170 | Uændret | $0,1 mio. |
| Seagate Technology Hldngs Pl | 2,70 % | 122.000 | +140,6 % | $0,1 mio. |
| Fox Corp | 2,64 % | 2.204.600 | Ny position | $0,1 mio. |
| United Airls Hldgs Inc | 2,48 % | 794.795 | +202,8 % | $0,1 mio. |
| Sea Ltd | 2,42 % | 1.099.905 | Uændret | $0,1 mio. |
| Cdw Corp CDW | 2,40 % | 743.950 | Ny position | $0,1 mio. |
| Newamsterdam Pharma Company | 2,39 % | 3.070.146 | Uændret | $0,1 mio. |
| Sandisk Corp SNDK | 1,82 % | 34.900 | -8,5 % | $0,1 mio. |
| Revolution Medicines Inc | 1,72 % | 399.587 | +26,5 % | $0,1 mio. |
| Bitdeer Technologies Group | 1,49 % | 4.074.993 | Ny position | $0,1 mio. |
| Crh PLC | 1,36 % | 553.555 | +46,6 % | $0,1 mio. |
| Delta Air Lines Inc DAL | 1,30 % | 603.000 | Ny position | $0,1 mio. |
| Fluor Corp | 1,18 % | 982.200 | Ny position | $0,1 mio. |
| D R Horton Inc DHI | 1,12 % | 299.000 | Ny position | $0,0 mio. |
| Coupang Inc | 1,06 % | 2.667.485 | Uændret | $0,0 mio. |
| Advanced Micro Devices Inc AMD | 0,97 % | 72.900 | Ny position | $0,0 mio. |
| Palo Alto Networks Inc | 0,91 % | 116.650 | Ny position | $0,0 mio. |