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스탠리 드러켄밀러

듀케인 패밀리 오피스

총 평가액

$5.21B

보유 종목

90

기준 분기

26 2Q / 8월 14일

포트폴리오 규모 추이▲ +79%

24 2Q · $2.92B26 2Q · $5.21B

NTRA16.60%

INSM5.68%

TSM5.40%

이번 분기 포트폴리오 변화

직전 26 1Q 대비 · 새로 담은 종목 45 · 전량 매도 23 · 추가 매수 17 · 일부 매도 10

사거나 늘린 종목

신규

CDW

+2.68%

0.00 → 2.68%

신규

GOOGL

+2.31%

0.00 → 2.31%

신규

FOXA

+2.21%

0.00 → 2.21%

신규

Bi

Bitdeer Te

전체 보유 90

1

NTRA

Natera Inc

16.60%$864.9M

2

INSM

Insmed Inc

5.68%$295.8M

3

TSM

Taiwan Semiconductor Manufac

5.40%$281.6M

+1.24%

0.00 → 1.24%

신규

DAL

+1.08%

0.00 → 1.08%

신규

TSLA

+1.02%

0.00 → 1.02%

신규

FLR

+0.99%

0.00 → 0.99%

신규

DHI

+0.93%

0.00 → 0.93%

신규

AMD

+0.81%

0.00 → 0.81%

신규

PANW

+0.76%

0.00 → 0.76%

팔거나 줄인 종목

청산

Ly

Lyondellba

-0.31%

0.31 → 0.00%

청산

ALM

-0.20%

0.20 → 0.00%

청산

BE

-0.55%

0.55 → 0.00%

청산

AVGO

-1.80%

1.80 → 0.00%

청산

CLS

-0.28%

0.28 → 0.00%

청산

NET

-0.32%

0.32 → 0.00%

청산

COHR

-0.29%

0.29 → 0.00%

청산

SATS

-0.21%

0.21 → 0.00%

청산

FIGR

-1.16%

1.16 → 0.00%

청산

HUM

-0.71%

0.71 → 0.00%

4

EWZ

Ishares Inc

5.07%

$264.4M

5

AMZN

Amazon Com Inc

4.58%$238.6M

6

STM

Stmicroelectronics N V

4.46%$232.4M

7

RSP

Invesco Exchange Traded Fd T

3.66%$190.5M

8

YPF

Ypf Sociedad Anonima

2.74%$142.7M

9

CDW

Cdw Corp

2.68%$139.8M

10

Bb

—

Bbb Foods Inc

2.32%$120.9M

11

GOOGL

Alphabet Inc

2.31%$120.2M

12

Se

—

Seagate Technology Hldngs Pl

2.26%$117.7M

13

FOXA

Fox Corp

2.21%$115.0M

14

UAL

United Airls Hldgs Inc

2.07%$108.1M

15

SE

Sea Ltd

2.02%$105.4M

16

Ne

—

Newamsterdam Pharma Company

2.00%$104.0M

17

IWM

Ishares Tr

1.90%$99.1M

18

SNDK

Sandisk Corp

1.52%$79.4M

19

RVMD

Revolution Medicines Inc

1.44%$74.8M

20

SPY

State Str Spdr S&P 500 Etf T

1.29%$67.2M

21

Bi

—

Bitdeer Technologies Group

1.24%$64.7M

22

CRH

Crh Plc

1.14%$59.2M

23

DAL

Delta Air Lines Inc

1.08%$56.5M

24

TSLA

Tesla Inc

1.02%$53.0M

25

FLR

Fluor Corp

0.99%$51.5M

26

DHI

D R Horton Inc

0.93%$48.7M

27

CPNG

Coupang Inc

0.89%$46.3M

28

AMD

Advanced Micro Devices Inc

0.81%$42.3M

29

PANW

Palo Alto Networks Inc

0.76%$39.8M

30

CLF

Cleveland-Cliffs Inc New

0.76%$39.6M

31

HUT

Hut 8 Corp

0.70%$36.3M

32

CAI

Caris Life Sciences Inc

0.65%$33.8M

33

ARGT

Global X Fds

0.58%$30.0M

34

FOX

Fox Corp

0.57%$29.6M

35

WWD

Woodward Inc

0.55%$28.6M

36

META

Meta Platforms Inc

0.54%$28.2M

37

NUVB

Nuvation Bio Inc

0.49%$25.8M

38

PTGX

Protagonist Therapeutics Inc

0.49%$25.6M

39

ROKU

Roku Inc

0.49%$25.4M

40

CVCO

Cavco Inds Inc Del

0.47%$24.3M

41

ADMA

Adma Biologics Inc

0.45%$23.3M

42

PURR

Hyperliquid Strategies Inc

0.44%$23.1M

43

RMBS

Rambus Inc Del

0.44%$23.0M

44

RYTM

Rhythm Pharmaceuticals Inc

0.43%$22.6M

45

SKY

Champion Homes Inc

0.43%$22.4M

46

DAKT

Daktronics Inc

0.42%$22.0M

47

PCT

Purecycle Technologies Inc

0.42%$21.7M

48

SCCO

Southern Copper Corp

0.41%$21.4M

49

Li

—

Linde Plc

0.41%$21.4M

50

ENTG

Entegris Inc

0.41%$21.3M

51

TEVA

Teva Pharmaceutical Inds Ltd

0.41%$21.2M

52

U

Unity Software Inc

0.41%$21.1M

53

AEVA

Aeva Technologies Inc

0.40%$20.7M

54

RIOT

Riot Platforms Inc

0.40%$20.7M

55

Q

Qnity Electronics Inc

0.39%$20.5M

56

EQIX

Equinix Inc

0.37%$19.2M

57

LRCX

Lam Research Corp

0.36%$18.9M

58

DFTX

Definium Therapeutics Inc

0.32%$16.8M

59

BLTE

Belite Bio Inc Sponsored

0.31%$16.3M

60

TXG

10X Genomics Inc

0.30%$15.5M

61

WAB

Wabtec

0.29%$15.3M

62

LLY

Eli Lilly & Co

0.28%$14.8M

63

XENE

Xenon Pharmaceuticals Inc

0.28%$14.4M

64

OLMA

Olema Pharmaceuticals Inc

0.24%$12.3M

65

RGEN

Repligen Corp

0.20%$10.6M

66

RKT

Rocket Cos Inc

0.20%$10.3M

67

BIDU

Baidu Inc

0.19%$10.1M

68

ARM

Arm Holdings Plc

0.19%$10.0M

69

CVNA

Carvana Co

0.19%$9.9M

70

RDDT

Reddit Inc

0.19%$9.8M

71

AA

Alcoa Corp

0.19%$9.7M

72

TMO

Thermo Fisher Scientific Inc

0.18%$9.6M

73

DHR

Danaher Corp Del

0.18%$9.6M

74

FFIV

F5 Inc

0.18%$9.2M

75

VIST

Vista Energy S.A.B. De C.V.

0.16%$8.6M

76

SKE

Skeena Res Ltd New

0.15%$8.0M

77

Jb

—

Jbs N.V.

0.15%$7.8M

78

GLUE

Monte Rosa Therapeutics Inc

0.14%$7.2M

79

RLAY

Relay Therapeutics Inc

0.13%$6.5M

80

DBVT

Dbv Technologies S A Sponsored

0.12%$6.3M

81

CCC

Ccc Intelligent Solutions Hl

0.12%$6.0M

82

UWMC

Uwm Holdings Corporation

0.11%$5.9M

83

NVTS

Navitas Semiconductor Corp

0.11%$5.6M

84

SOLS

Solstice Advanced Matls Inc

0.11%$5.5M

85

Ft

—

Ftai Aviation Ltd

0.10%$5.5M

86

BEAM

Beam Therapeutics Inc

0.10%$5.3M

87

AUR

Aurora Innovation Inc

0.08%$4.3M

88

Ir

—

Iren Limited

0.08%$4.0M

89

GGAL

Grupo Financiero Galicia S.A

0.06%$3.0M

90

Wa

—

Wave Life Sciences Ltd

0.02%$1.0M

분기말 보유 스냅샷 · 공시까지 최대 45일 지연 · 분기 중 매매 미반영