---
title: "Stanley Druckenmiller AI portfolio (13F)"
canonical: "https://supercyclehq.com/investors/stanley-druckenmiller"
type: "investor"
dataAsOf: "2026-08-14"
period: "2026-06-30"
license: "Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset."
disclaimer: "Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI."
---

# Stanley Druckenmiller: Duquesne Family Office

Ran Duquesne Capital for 30 years without a losing year and now invests through his family office, an early and vocal mover on AI infrastructure.

13F for period 2026-06-30, filed 2026-08-14, compared with 2026-03-31. A 13F discloses long US equity positions at quarter end, reported up to 45 days later.

| Measure | Value |
| --- | --- |
| Reported portfolio value | $4.4B |
| In tracked AI stocks | $2.5B (57.2%) |
| Value-weighted AI Exposure Score | 40 |
| Top buildout layer | ai-healthcare |

## AI positions

| Ticker | Issuer | Value | Shares | Portfolio % | Change vs prior quarter |
| --- | --- | --- | --- | --- | --- |
| [NTRA](https://supercyclehq.com/stock/natera.md) | Natera Inc | $864.9M | 3,186,306 | 19.86% | increased (+4.0%) |
| [TSM](https://supercyclehq.com/stock/taiwan-semiconductor.md) | Taiwan Semiconductor Manufac | $281.6M | 589,680 | 6.47% | increased (+19.1%) |
| [STM](https://supercyclehq.com/stock/stmicroelectronics.md) | Stmicroelectronics N V | $232.4M | 3,102,880 | 5.34% | increased (+18.8%) |
| [AMZN](https://supercyclehq.com/stock/amazon.md) | Amazon Com Inc | $129.1M | 541,600 | 2.96% | increased (+1082.5%) |
| [GOOGL](https://supercyclehq.com/stock/alphabet.md) | Alphabet Inc | $120.2M | 336,300 | 2.76% | new |
| [STX](https://supercyclehq.com/stock/seagate-technology.md) | Seagate Technology Hldngs Pl | $117.7M | 122,000 | 2.70% | increased (+140.6%) |
| [CDW](https://supercyclehq.com/stock/cdw-corporation.md) | Cdw Corp | $104.6M | 743,950 | 2.40% | new |
| [SNDK](https://supercyclehq.com/stock/sandisk.md) | Sandisk Corp | $79.4M | 34,900 | 1.82% | trimmed (-8.5%) |
| [BTDR](https://supercyclehq.com/stock/bitdeer-technologies.md) | Bitdeer Technologies Group | $64.7M | 4,074,993 | 1.49% | new |
| [FLR](https://supercyclehq.com/stock/fluor.md) | Fluor Corp | $51.5M | 982,200 | 1.18% | new |
| [AMD](https://supercyclehq.com/stock/advanced-micro-devices.md) | Advanced Micro Devices Inc | $42.3M | 72,900 | 0.97% | new |
| [PANW](https://supercyclehq.com/stock/palo-alto-networks.md) | Palo Alto Networks Inc | $39.8M | 116,650 | 0.91% | new |
| [HUT](https://supercyclehq.com/stock/hut-8.md) | Hut 8 Corp | $36.3M | 314,150 | 0.83% | new |
| [CAI](https://supercyclehq.com/stock/caris-life-sciences.md) | Caris Life Sciences Inc | $33.8M | 1,894,450 | 0.78% | unchanged |
| [RMBS](https://supercyclehq.com/stock/rambus.md) | Rambus Inc Del | $23.0M | 173,000 | 0.53% | new |
| [SCCO](https://supercyclehq.com/stock/southern-copper.md) | Southern Copper Corp | $21.4M | 123,060 | 0.49% | increased (+1.0%) |
| [LIN](https://supercyclehq.com/stock/linde.md) | Linde Plc | $21.4M | 41,200 | 0.49% | unchanged |
| [ENTG](https://supercyclehq.com/stock/entegris.md) | Entegris Inc | $21.3M | 118,300 | 0.49% | new |
| [U](https://supercyclehq.com/stock/unity-software.md) | Unity Software Inc | $21.1M | 738,785 | 0.48% | unchanged |
| [AEVA](https://supercyclehq.com/stock/aeva-technologies.md) | Aeva Technologies Inc | $20.7M | 720,175 | 0.48% | new |
| [RIOT](https://supercyclehq.com/stock/riot-platforms.md) | Riot Platforms Inc | $20.7M | 754,800 | 0.47% | new |
| [Q](https://supercyclehq.com/stock/qnity-electronics.md) | Qnity Electronics Inc | $20.5M | 125,655 | 0.47% | unchanged |
| [EQIX](https://supercyclehq.com/stock/equinix.md) | Equinix Inc | $19.2M | 18,450 | 0.44% | new |
| [LRCX](https://supercyclehq.com/stock/lam-research.md) | Lam Research Corp | $18.9M | 43,600 | 0.43% | new |
| [TXG](https://supercyclehq.com/stock/10x-genomics.md) | 10X Genomics Inc | $15.5M | 403,100 | 0.35% | new |
| [LLY](https://supercyclehq.com/stock/eli-lilly.md) | Eli Lilly & Co | $14.8M | 12,380 | 0.34% | new |
| [BIDU](https://supercyclehq.com/stock/baidu.md) | Baidu Inc | $10.1M | 88,200 | 0.23% | new |
| [ARM](https://supercyclehq.com/stock/arm-holdings.md) | Arm Holdings Plc | $10.0M | 28,090 | 0.23% | trimmed (-73.7%) |
| [RDDT](https://supercyclehq.com/stock/reddit.md) | Reddit Inc | $9.8M | 56,550 | 0.23% | new |
| [AA](https://supercyclehq.com/stock/alcoa.md) | Alcoa Corp | $9.7M | 185,640 | 0.22% | trimmed (-87.6%) |
| [RLAY](https://supercyclehq.com/stock/relay-therapeutics.md) | Relay Therapeutics Inc | $6.5M | 349,000 | 0.15% | new |
| [NVTS](https://supercyclehq.com/stock/navitas-semiconductor.md) | Navitas Semiconductor Corp | $5.6M | 311,100 | 0.13% | new |
| [AUR](https://supercyclehq.com/stock/aurora-innovation.md) | Aurora Innovation Inc | $4.3M | 633,700 | 0.10% | new |

Exited since the prior quarter: AVGO, LSCC, TWLO, JBL, BE, INTC, NET, TWST, COHR, CLS, MU, LITE.

---

Source: https://supercyclehq.com/investors/stanley-druckenmiller. Data as of 2026-08-14. Prices are end-of-day closes, never live.

Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI.

Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset.