📊 Druckenmiller 13F — Duquesne Family Office LLC: $5M portfolio, 90 positions (Q2 2026)

1. NTRA — $864,923 (16.6%) 2. INSM — $295,837 (5.7%) 3. TSM — $281,613 (5.4%) 4. EWZ — $264,414 (5.1%) 5. AMZN — $238,555 (4.6%) 6. STM — $232,375 (4.5%) 7. RSP — $190,514 (3.7%) 8. YPF — $142,726 (2.7%) 9. CDW — $139,789 (2.7%) 10. Bbb Foods Inc — $120,915 (2.3%) 11. GOOGL — $120,184 (2.3%) 12. Seagate Technology Hldngs Pl — $117,730 (2.3%) 13. FOXA — $114,992 (2.2%) 14. UAL — $108,084 (2.1%) 15. SE — $105,404 (2.0%) 16. Newamsterdam Pharma Company — $104,047 (2.0%) 17. IWM — $99,149 (1.9%) 18. SNDK — $79,353 (1.5%) 19. RVMD — $74,835 (1.4%) 20. SPY — $67,209 (1.3%) … (+70 more)

1. NTRA — $864,923 (16.6%)