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Why it matters

This signal is selected by portfolio impact within the manager filing, while the full filing change list remains available in the briefing.

Full Filing Changes

90 changes from Stanley Druckenmiller (Duquesne Family Office), filed 2026-05-15 for period end 2026-03-31.

$3.4M portfolio value
StockActionChangeCurrentPortfolio Impact
81369Y605
Select Sector Spdr Tr
Sold out-$300,994$08.91%
23135106
Amazon Com Inc
Reduced-$142,220$51,1934.21%
984245100
Ypf Sociedad Anonima
Increased$127,617$149,5663.78%
02079K305
Alphabet Inc
Sold out-$120,505$03.57%
881624209
Teva Pharmaceutical Inds Ltd
Reduced-$111,751$71,6043.31%
22266T109
Coupang Inc
Reduced-$109,411$50,3623.24%
980745103
Woodward Inc
Reduced-$103,002$75,6483.05%
58733R102
Mercadolibre Inc
Reduced-$90,188$4,7822.67%
19240Q201
Cogent Biosciences Inc
Sold out-$78,658$02.33%
29362U104
Entegris Inc
Sold out-$71,120$02.11%
861012102
Stmicroelectronics N V
Increased$70,209$90,2752.08%
256163106
Docusign Inc
Sold out-$69,705$02.06%
457669307
Insmed Inc
Reduced-$69,167$188,7172.05%
46137V357
Invesco Exchange Traded Fd T
Reduced-$67,311$157,5661.99%
11135F101
Broadcom Inc
New$60,650$60,6501.80%
464287234
Ishares Tr
Sold out-$49,376$01.46%
76131D103
Restaurant Brands Intl Inc
Reduced-$48,907$33,5831.45%
464286400
Ishares Inc
Increased$47,039$294,2281.39%
93712107
Bloom Energy Corp
Reduced-$45,876$18,4701.36%
247361702
Delta Air Lines Inc Del
Sold out-$45,173$01.34%
929740108
Wabtec
Reduced-$40,343$23,7151.19%
518415104
Lattice Semiconductor Corp
Reduced-$38,159$29,9741.13%
632307104
Natera Inc
Increased$37,364$612,6911.11%
3.795E+263
Global X Fds
New$36,152$36,1521.07%
464287655
Ishares Tr
Reduced-$36,040$19,5921.07%
142152107
Caris Life Sciences Inc
New$33,873$33,8731.00%
76155X100
Revolution Medicines Inc
New$30,717$30,7170.91%
81141R100
Sea Ltd
Reduced-$29,358$91,0830.87%
682189105
On Semiconductor Corp
Sold out-$29,038$00.86%
13872106
Alcoa Corp
Increased$25,934$99,0570.77%
G3643J108
Flutter Entmt Plc
Sold out-$24,782$00.73%
80004C200
Sandisk Corp
New$24,241$24,2410.72%
00835Q202
Aeva Technologies Inc
Sold out-$24,234$00.72%
38141G104
Goldman Sachs Group Inc
Sold out-$24,173$00.72%
444859102
Humana Inc
New$23,842$23,8420.71%
349381103
Figure Technology Solutio
Reduced-$23,828$39,0570.71%
90138F102
Twilio Inc
New$22,869$22,8690.68%
86384P109
Stubhub Hldgs Inc
Reduced-$22,666$8,5310.67%
466313103
Jabil Inc
New$21,835$21,8350.65%
46428R107
Ishares S&P Gsci Commodity-
New$20,737$20,7370.61%
G0896C103
Bbb Foods Inc
Increased$20,649$109,9720.61%
G54950103
Linde Plc
New$20,425$20,4250.60%
G7997R103
Seagate Technology Hldngs Pl
New$19,862$19,8620.59%
74623V103
Purecycle Technologies Inc
Reduced-$19,727$4,9990.58%
G25508105
Crh Plc
Reduced-$19,585$39,6890.58%
67080N101
Nuvation Bio Inc
New$19,476$19,4760.58%
458140100
Intel Corp
New$18,155$18,1550.54%
07782B104
Belite Bio Inc Sponsored
New$16,917$16,9170.50%
42068205
Arm Holdings Plc
New$16,142$16,1420.48%
74967X103
Rh
Sold out-$15,801$00.47%
910047109
United Airls Hldgs Inc
Reduced-$14,790$24,1680.44%
68062P106
Olema Pharmaceuticals Inc
New$14,714$14,7140.44%
169656105
Chipotle Mexican Grill Inc
Sold out-$14,501$00.43%
74743L100
Qnity Electronics Inc
New$14,498$14,4980.43%
98420N105
Xenon Pharmaceuticals Inc
New$13,875$13,8750.41%
98954M200
Zillow Group Inc
Sold out-$13,142$00.39%
N4732M103
Jbs N.V.
New$11,780$11,7800.35%
171757206
Cidara Therapeutics Inc
Sold out-$10,933$00.32%
18915M107
Cloudflare Inc
New$10,840$10,8400.32%
718172109
Philip Morris Intl Inc
Sold out-$10,811$00.32%
N53745100
Lyondellbasell Industries Nv
New$10,588$10,5880.31%
92837L109
Vista Energy S.A.B. De C.V.
New$10,166$10,1660.30%
02376R102
American Airls Group Inc
Sold out-$9,808$00.29%
90184D100
Twist Bioscience Corp
New$9,789$9,7890.29%
19247G107
Coherent Corp
New$9,624$9,6240.29%
N62509109
Newamsterdam Pharma Company
Reduced-$9,426$98,2750.28%
4.01E+112
Argan Inc
Sold out-$9,400$00.28%
15101Q207
Celestica Inc
New$9,373$9,3730.28%
899104
Adma Biologics Inc
Increased$9,326$13,9260.28%
25809K105
Doordash Inc
Sold out-$8,131$00.24%
23306J309
Dbv Technologies S A Sponsored
New$8,008$8,0080.24%
595112103
Micron Technology Inc
New$7,905$7,9050.23%
77543R102
Roku Inc
Increased$7,735$70,9830.23%
7.434E+107
Progyny Inc
Sold out-$7,579$00.22%
234264109
Daktronics Inc
Reduced-$5,863$11,0000.17%
68404L201
Option Care Health Inc
Reduced-$5,325$50,3010.16%
55024U109
Lumentum Hldgs Inc
New$4,893$4,8930.14%
83443Q103
Solstice Advanced Matls Inc
New$4,762$4,7620.14%
185899101
Cleveland-Cliffs Inc New
Reduced-$3,633$19,5490.11%
84265V105
Southern Copper Corp
Increased$3,630$20,9640.11%
97785W106
Wolfspeed Inc
Sold out-$3,254$00.10%
7.4366E+106
Protagonist Therapeutics Inc
Increased$2,884$16,8320.09%
78462F103
State Str Spdr S&P 500 Etf T
Reduced-$2,842$58,5310.08%
20398707
Almonty Inds Inc
Increased$2,664$6,8040.08%
960413102
Westlake Corporation
New$2,476$2,4760.07%
874039100
Taiwan Semiconductor Manufac
Increased$2,342$167,3800.07%
91332U101
Unity Software Inc
Reduced-$1,902$16,2090.06%
Y95308105
Wave Life Sciences Ltd
Reduced-$1,687$1,2540.05%
64073B103
Neptune Ins Hldgs Inc
Sold out-$583$00.02%
278768106
Echostar Corp
Increased$509$7,1140.02%

Evidence

Related Cards

DL
Sold out69331C108

Daniel Loeb

Daniel Loeb (Third Point) filed a 13F change in PG&E CORP (69331C108) on 2026-05-15, covering period end 2026-03-31.

CS
Reduced146869102

Cliff Sosin

Cliff Sosin (CAS Investment Partners) filed a 13F change in CARVANA CO (146869102) on 2026-05-15, covering period end 2026-03-31.

DL
Sold out594918104

Daniel Loeb

Daniel Loeb (Third Point) filed a 13F change in MICROSOFT CORP (594918104) on 2026-05-15, covering period end 2026-03-31.

Stanley Druckenmiller (Duquesne Family Office) disclosed reduced in Teva Pharmaceutical Inds Ltd | TradingNote AI