Stanley Druckenmiller - Duquesne Family Office Llc 13F Activity & Position Changes (Q2 2026)

According to the SEC 13F filed on Aug 14, 2026, the Duquesne Family Office Llc portfolio showed several notable changes in holdings as of quarter-end Jun 30, 2026. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.

During Q2 2026, the filing reported:

New Buys - Aeva Technologies, Inc., Advanced Micro Devices, Inc., Aurora Innovation, Inc., Beam Therapeutics Inc., Baidu, Inc., and 35 more

Increases - ADMA Biologics Inc, Amazon.com, Inc., Cleveland-Cliffs Inc., CRH, Daktronics, Inc., and 10 more

Reductions - Alcoa Corporation, Global X MSCI Argentina ETF, Arm Holdings plc, Roku, Inc., SanDisk, and 4 more

Complete Exits - Broadcom Inc., Bloom Energy Corporation, Celestica, Inc., Coherent Corp., iShares GSCI Commodity-Indexed , and 15 more

These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.

Date	Symbol	Name	Type	Change Qty	% Change	Value	Remaining
Q2 2026	AA Alcoa Corporation	Alcoa Corporation	Sell	-1,307,750	-87.6%	$9.68K	185,640
Q2 2026	ADMA ADMA Biologics Inc	ADMA Biologics Inc	Buy	+1,238,500	+80.1%	$23.30K	2,784,110
Q2 2026	AEVA Aeva Technologies, Inc.	Aeva Technologies, Inc.	Buy - Position Entry	+720,175	-	$20.68K	720,175
Q2 2026	AMD Advanced Micro Devices, Inc.	Advanced Micro Devices, Inc.	Buy - Position Entry	+72,900	-	$42.35K	72,900
Q2 2026	AMZN Amazon.com, Inc.	Amazon.com, Inc.	Buy	+495,800	+1082.5%	$129.09K	541,600
Q2 2026	ARGT Global X MSCI Argentina ETF	Global X MSCI Argentina ETF	Sell	-58,600	-15.1%	$30.02K	328,800
Q2 2026	ARM Arm Holdings plc	Arm Holdings plc	Sell	-78,610	-73.7%	$9.96K	28,090
Q2 2026	AUR Aurora Innovation, Inc.	Aurora Innovation, Inc.	Buy - Position Entry	+633,700	-	$4.32K	633,700
Q2 2026	AVGO Broadcom Inc.	Broadcom Inc.	Sell - Position Exit	-195,955	-100.0%	$0.00	-
Q2 2026	BE Bloom Energy Corporation	Bloom Energy Corporation	Sell - Position Exit	-136,320	-100.0%	$0.00	-
Q2 2026	BEAM Beam Therapeutics Inc.	Beam Therapeutics Inc.	Buy - Position Entry	+153,600	-	$5.27K	153,600
Q2 2026	BIDU Baidu, Inc.	Baidu, Inc.	Buy - Position Entry	+88,200	-	$10.08K	88,200
Q2 2026	CCCS CCC Intelligent Solutions Holdi	CCC Intelligent Solutions Holdi	Buy - Position Entry	+1,170,900	-	$6.04K	1,170,900
Q2 2026	CDW CDW Corporation	CDW Corporation	Buy - Position Entry	+743,950	-	$104.63K	743,950
Q2 2026	CLF Cleveland-Cliffs Inc.	Cleveland-Cliffs Inc.	Buy	+1,902,729	+82.2%	$39.59K	4,216,184
Q2 2026	CLS Celestica, Inc.	Celestica, Inc.	Sell - Position Exit	-33,275	-100.0%	$0.00	-
Q2 2026	COHR Coherent Corp.	Coherent Corp.	Sell - Position Exit	-40,400	-100.0%	$0.00	-
Q2 2026	CRH CRH	CRH	Buy	+176,000	+46.6%	$59.23K	553,555
Q2 2026	CVCO Cavco Industries, Inc.	Cavco Industries, Inc.	Buy - Position Entry	+39,500	-	$24.27K	39,500
Q2 2026	CVNA Carvana Co.	Carvana Co.	Buy - Position Entry	+151,000	-	$9.94K	151,000
Q2 2026	DAKT Daktronics, Inc.	Daktronics, Inc.	Buy	+560,472	+99.6%	$21.97K	1,123,109
Q2 2026	DAL Delta Air Lines, Inc.	Delta Air Lines, Inc.	Buy - Position Entry	+603,000	-	$56.48K	603,000
Q2 2026	DHI D.R. Horton, Inc.	D.R. Horton, Inc.	Buy - Position Entry	+299,000	-	$48.70K	299,000
Q2 2026	DHR Danaher Corporation	Danaher Corporation	Buy - Position Entry	+50,300	-	$9.58K	50,300
Q2 2026	ENTG Entegris, Inc.	Entegris, Inc.	Buy - Position Entry	+118,300	-	$21.28K	118,300
Q2 2026	EQIX Equinix, Inc.	Equinix, Inc.	Buy - Position Entry	+18,450	-	$19.23K	18,450
Q2 2026	FFIV F5, Inc.	F5, Inc.	Buy - Position Entry	+22,000	-	$9.15K	22,000
Q2 2026	FLR Fluor Corporation	Fluor Corporation	Buy - Position Entry	+982,200	-	$51.46K	982,200
Q2 2026	FOX Fox Corporation	Fox Corporation	Buy - Position Entry	+632,600	-	$29.63K	632,600
Q2 2026	FOXA Fox Corporation	Fox Corporation	Buy - Position Entry	+2,204,600	-	$114.99K	2,204,600

Page 1 of 6