Stanley Druckenmiller's top holdings (July 2026) include Natera Inc (NTRA), a specialized diagnostic company focusing on cell-free DNA testing and molecular genetics.

Stanley Druckenmiller is the founder of Duquesne Family Office and previously led Duquesne Capital Management. His investment approach focuses on long-term capital allocation across a wide variety of sectors and global markets.

Natera Inc (NTRA)

Natera Inc provides laboratory services for reproductive health, oncology, and organ health monitoring. The company utilizes advanced genetic testing platforms to deliver insights to patients and healthcare providers. Natera Inc has a market capitalization of $37.51B, with Stanley Druckenmiller's position currently valued at $831.62M. Analysts have set a price target of $258.78 for the stock, while its discounted cash flow analysis suggests a value of -$191.84.

Here's an overview of Stanley Druckenmiller's trades in Natera Inc:

Taiwan Semiconductor Manufacturing (TSM)

Taiwan Semiconductor Manufacturing is the world's largest dedicated semiconductor foundry, providing chip fabrication services for the global technology industry. The company manufactures integrated circuits used in everything from consumer electronics to industrial infrastructure. The company's market cap stands at $2.24T, while the current value of Stanley Druckenmiller's holding is $236.53M. A price target of $585.0 has been established by analysts, and the DCF value is estimated at $183.9 per share.

Here's an overview of Stanley Druckenmiller's trades in Taiwan Semiconductor Manufacturing:

ST Microelectronics (STM)

ST Microelectronics is a global semiconductor manufacturer that designs and produces chips for the automotive, industrial, and communications sectors. Its diverse product portfolio includes microcontrollers, sensors, and power management solutions. This holding in Stanley Druckenmiller's portfolio is currently worth $195.68M, supporting a company with a market capitalization of $63.48B. The analyst price target is $75.86, and its discounted cash flow is valued at $7.2.

Here's an overview of Stanley Druckenmiller's trades in ST Microelectronics:

YPF (YPF)

YPF is an integrated energy firm based in Argentina, involved in the exploration, production, and refining of petroleum and natural gas. The company operates a significant network of upstream assets and downstream distribution facilities. YPF has a market capitalization of $17.77B, and the current value of Stanley Druckenmiller's position is $147.14M. Market analysts have provided a price target of $48.0, and the DCF analysis indicates a value of $0.22.

Here's an overview of Stanley Druckenmiller's trades in YPF:

Insmed Inc (INSM)

Insmed Inc is a global biopharmaceutical company dedicated to developing treatments for patients with rare and chronic diseases. The company’s lead programs focus on respiratory conditions and pulmonary care therapies. The current value of Stanley Druckenmiller's holding in the company is $123.05M, while the firm's total market cap is $22.41B. A price target of $206.22 has been assigned by analysts, with a discounted cash flow value of -$153.37.

Here's an overview of Stanley Druckenmiller's trades in Insmed Inc: