Druckenmiller Duquesne Q2 13F new positions — tweet

Tweet

Druckenmiller Duquesne Q2 13F new positions — tweet

· @drayinvests

Tweet

Stanley Druckenmiller is one of the GREATEST investors of all time.

His Duquesne Capital delivered ~30% annualized returns in 30 straight years without losing

Here are 7 new positions his fund just disclosed in Q2:

  1. AMD | $AMD

72,900 shares

Media attached to post by drayinvestsMedia attached to post by drayinvests

Takeaway

Secondhand list of seven new long positions in Duquesne Family Office's Q2 2026 13F-HR (period 2026-06-30, filed 2026-08-14, SEC accession 0001536411-26-000006): AMD, GOOGL, LLY, PURR (Hyperliquid Strategies), IREN, NVTS, PANW. Checked against the filing: all seven are absent from the Q1 table and present in Q2. One correction: the tweet's 603,000-share LLY count is the Delta Air Lines row; the filing shows 12,380 LLY shares. The positions are three months old at period end and were public six weeks before this post; a 13F shows long equity and listed options only, not hedges, cost basis, or anything sold since June 30. Q3 filing due mid-November.

Thread · 8 posts by the author

    1. Google | $GOOGL

    336,300 shares

    Media attached to post by drayinvests
    1. Eli Lilly | $LLY

    603,000 shares

    Media attached to post by drayinvests
    1. Hyperliquid | $PURR

    2,941,500 shares

    Media attached to post by drayinvests
    1. IREN Ltd. | $IREN

    87,100 shares

    Media attached to post by drayinvests
    1. Navitas Semiconductor | $NVTS

    311,100 shares

    Media attached to post by drayinvests
    1. Palo Alto Networks | $PANW

    116,650 shares

    Media attached to post by drayinvests
  1. If you are seeing my page for the first time, I hope you enjoyed the content

    I pounding the table on many of these undervalued stocks

    Considering following to stay up to date

10 events