Closelook Records · Manager
Stanley Druckenmiller — Duquesne Family Office
A sworn SEC filing, but a lagged quarterly window: long US-listed equities only, up to 45 days old on arrival. The filing also reports in thousands against the current whole-dollar convention — our pipeline detects and converts it, stated here. The famous fund-era return record is historical and not derivable from filings.
The record, as shown at the source
| Metric | Value | As of | Source |
|---|---|---|---|
| 13F book (Q2 2026) | $5.2B across 89 issuers | 2026-06-30, filed 14 Aug 2026 | SEC EDGAR 13F-HR ↗ |
| Top position | Natera — 16.6% of the 13F book | 2026-06-30, filed 14 Aug 2026 | SEC EDGAR 13F-HR ↗ |
Figures are quoted exactly as the named source showed them on the stated date; they move daily — verify at the source before relying on them.
The Closelook battery insufficient data
No verifiable daily series is publicly available for this record yet, so we compute no battery and no rating — a missing series never becomes a low score. What would unlock it is described in the grade basis above and in the methodology.
The 13F-HR book as of 2026-06-30
$5.2B across 89 issuers, reported for quarter end 2026-06-30 and filed 2026-08-14 — the figures below are already up to a quarter old by construction. 13F-HR covers long US-listed equity positions only, as of quarter end, filed up to 45 days later. Not the whole book.
| # | Issuer | Value | Weight |
|---|---|---|---|
| 1 | Natera Inc | $0.9B | 16.6% |
| 2 | Insmed Inc | $0.3B | 5.7% |
| 3 | Taiwan Semiconductor Manufac | $0.3B | 5.4% |
| 4 | Ishares Inc | $0.3B | 5.1% |
| 5 | Amazon Com Inc | $0.2B | 4.6% |
| 6 | Stmicroelectronics N V | $0.2B | 4.5% |
| 7 | Invesco Exchange Traded Fd T | $0.2B | 3.7% |
| 8 | Fox Corp | $0.1B | 2.8% |
| 9 | Ypf Sociedad Anonima | $0.1B | 2.7% |
| 10 | Cdw Corp | $0.1B | 2.7% |
Quarter rotation vs 2026-03-31
New positions
- Fox Corp $0.1B
- Cdw Corp $0.1B
- Alphabet Inc $0.1B
- Bitdeer Technologies Group $0.1B
- Delta Air Lines Inc $0.1B
- Tesla Inc $0.1B
- Fluor Corp $0.1B
- D R Horton Inc $0.0B
Exited
- Broadcom Inc was $0.1B
- Option Care Health Inc was $0.1B
- Figure Technology Solutio was $0.0B
- Restaurant Brands Intl Inc was $0.0B
- Lattice Semiconductor Corp was $0.0B
- Humana Inc was $0.0B
- Twilio Inc was $0.0B
- Jabil Inc was $0.0B
Added (shares)
- Natera Inc +4%
- Insmed Inc +140.4%
- Taiwan Semiconductor Manufac +19.1%
- Amazon Com Inc +307.2%
- Stmicroelectronics N V +18.8%
- Invesco Exchange Traded Fd T +9.1%
- Seagate Technology Hldngs Pl +140.6%
- United Airls Hldgs Inc +202.8%
Trimmed (shares)
- Ypf Sociedad Anonima -3%
- Bbb Foods Inc -6.7%
- Sandisk Corp -8.5%
- Global X Fds -15.1%
- Woodward Inc -68.2%
- Roku Inc -75.5%
- Teva Pharmaceutical Inds Ltd -73.7%
- Wabtec -40.4%
Direction from aggregated share counts (CUSIP-matched across quarters); lists show the largest moves by value, up to eight each.
Aggregated by issuer from the information table at SEC EDGAR.
The Closelook read
Eighty-nine positions turned over hard every quarter — the filing reads less like a portfolio and more like a running macro diary, which is exactly why it is one of the most-watched 13Fs on EDGAR.
Druckenmiller's filing is the opposite lesson to Ackman's: high position count, heavy rotation, and a book that changes its character between quarters. That makes the 45-day lag bite hardest here — by the time the filing lands, a meaningful share of it has already been traded away, a caveat the family office itself has made publicly. The historical fund record that made the name is not in these filings at all; what EDGAR shows is where the macro view was pointing at quarter end.
Entry updated 22 Oct 2026 · All records · Famous Calls Record