Quantus

SEC FORM 13F

Stanley Druckenmiller

Duquesne Family Office

As filed
2026-03-31
Shown
34 / 65
13F value
$2.9M

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

New buys16

Broadcom, Revolution Medicines, Humana

Added7

Natera, Alcoa, Roku Class A

Trimmed9

Insmed, Woodward, Coupang Class A

Holdings

By weight

  1. 1
    Natera38.7%
    NTRA-US · $612.7KAdded+552,249 sh
  2. 2
    Insmed11.9%
    INSM-US · $188.7KTrimmed-327,662 sh
  3. 3
    Alcoa6.3%
    AA-US · $99.1KAdded+117,340 sh
  4. 4
    Woodward4.8%
    WWD-US · $75.6KTrimmed-379,575 sh
  5. 5
    Roku Class A4.5%
    ROKU-US · $71KAdded+167,210 sh
  6. 6
    Broadcom3.8%
    AVGO-US · $60.7KNew
  7. 7
    Coupang Class A3.2%
    CPNG-US · $50.4KTrimmed-4,105,424 sh
  8. 8
    Option Care Health3.2%
    OPCH-US · $50.3KAdded+122,600 sh
  9. 9
    Revolution Medicines1.9%
    RVMD-US · $30.7KNew
  10. 10
    Lattice Semiconductor1.9%
    LSCC-US · $30KTrimmed-602,835 sh
  11. 11
    Humana1.5%
    HUM-US · $23.8KNew
  12. 12
    Twilio Class A1.4%
    TWLO-US · $22.9KNew
  13. 13
    Jabil1.4%
    JBL-US · $21.8KNew
  14. 14
    Southern Copper1.3%
    SCCO-US · $21KAdded+1,026 sh
  15. 15
    Nuvation Bio Class A1.2%
    NUVB-US · $19.5KNew
  16. 16
    Bloom Energy Class A1.2%
    BE-US · $18.5KTrimmed-604,225 sh
  17. 17
    Intel Corporation1.1%
    INTC-US · $18.2KNew
  18. 18
    Protagonist Therapeutics1.1%
    PTGX-US · $16.8KHeld
  19. 19
    Unity Software1%
    U-US · $16.2KAdded+328,765 sh
  20. 20
    Olema Pharmaceuticals0.9%
    OLMA-US · $14.7KNew
  21. 21
    ADMA Biologics0.9%
    ADMA-US · $13.9KAdded+1,293,410 sh
  22. 22
    Xenon Pharmaceuticals0.9%
    XENE-US · $13.9KNew
  23. 23
    Daktronics0.7%
    DAKT-US · $11KTrimmed-290,323 sh
  24. 24
    Cloudflare Class A0.7%
    NET-US · $10.8KNew
  25. 25
    LyondellBasell Industries Class A0.7%
    LYB-US · $10.6KNew
  26. 26
    Twist Bioscience0.6%
    TWST-US · $9.8KNew
  27. 27
    Coherent0.6%
    COHR-US · $9.6KNew
  28. 28
    Amazon Com0.6%
    AMZN-US · $9.5KTrimmed-692,140 sh
  29. 29
    Celestica0.6%
    CLS-US · $9.4KNew
  30. 30
    Micron Technology0.5%
    MU-US · $7.9KNew
  31. 31
    PureCycle Technologies0.3%
    PCT-US · $5KTrimmed-1,915,245 sh
  32. 32
    MercadoLibre0.3%
    MELI-US · $4.8KTrimmed-44,383 sh
  33. 33
    Westlake0.2%
    WLK-US · $2.5KNew
  34. 34
    Wave Life Sciences0.1%
    WVE-US · $1.3KHeld

Factual information from reported filings; not investment advice.