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Midas Edge

13-F holdings, Q2 2026

Stanley Druckenmiller (Duquesne)

A 13-F is the report large US investment managers file with the SEC each quarter, listing the stocks they held at quarter end.

Reported value
$4.4B
Positions
86
Filed
Data as of

These holdings are as of , 130 days ago.

13-Fs for Q3 2026 are due by .

Read filingRead the filing on SEC.gov

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Top holdings

  1. NTRA$864.9M
    3,186,306 shares19.9% of the book
  2. TSM$281.6M
    589,680 shares6.5% of the book
  3. STM$232.4M
    3,102,880 shares5.3% of the book
  4. INSM$151.9M
    1,424,690 shares3.5% of the book
  5. YPF$142.7M
    3,138,897 shares3.3% of the book
  6. AMZN$129.1M
    541,600 shares3% of the book
  7. TBBB$120.9M
    2,901,733 shares2.8% of the book
  8. GOOGL$120.2M
    336,300 shares2.8% of the book
  9. EWZ$118.5M
    3,436,170 shares2.7% of the book
  10. STX$117.7M
    122,000 shares2.7% of the book

What changed this quarter

44 new positions and 23 sold out, against Q1 2026. A buy or sell is the change in shares at the Q2 2026 price, with Q1 2026 shares adjusted for stock splits.

Largest buys

  • GOOGL

    Alphabet Inc

    +$120.2M

    New

  • AMZN

    Amazon Com Inc

    +$118.2M

    +1,082.5% shares

  • FOXA

    Fox Corp

    +$115M

    New

  • CDW

    Cdw Corp

    +$104.6M

    New

  • UAL

    United Airls Hldgs Inc

    +$72.4M

    +202.8% shares

Largest sells

  • ROKU

    Roku Inc

    −$78.2M

    -75.5% shares

  • AA

    Alcoa Corp

    −$68.2M

    -87.6% shares

  • WWD

    Woodward Inc

    −$61.3M

    -68.2% shares

  • AVGO

    Broadcom Inc

    −$60.7M

    Sold out, was 2.1% of the book

  • TEVA

    Teva Pharmaceutical Inds Ltd

    −$59.4M

    -73.7% shares

What was sold out, by size

  • 18 real positions, 0.25% of the book or more
  • 5 small, between 0.015% and 0.25%

All of this comes from the filer's public SEC filings. A 13-F shows long positions in US-listed securities at quarter end and can leave out short positions, cash and non-US holdings, so it is not the whole portfolio. This is filing data, not investment advice.