Stanley Druckenmiller's Top Five Holdings Revealed in Latest 13F Filing

Industry
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Summary · why it matters

Billionaire investor Stanley Druckenmiller's Duquesne Family Office disclosed its top five long positions, spanning a Mexican discount grocer, two biotech firms, a semiconductor giant, and an Argentine oil producer. The largest holding is BBB Foods, a hard-discount grocer in Mexico that grew revenue 33.44% year-over-year to roughly Ps.22.86 billion in Q1 2026, with same-store sales up 16.0%. Insmed, a rare-disease pharma, saw total revenue surge 229.6% to $305.96 million, driven by its newly launched bronchiectasis drug BRINSUPRI which contributed $207.90 million in its first full quarter. Taiwan Semiconductor Manufacturing posted Q2 2026 EPS of $4.31, beating consensus by 10.89%, on revenue of $40.20 billion, up 36.0% year-over-year. Natera, a precision-medicine company, processed over one million tests in a single quarter for the first time, with Q1 2026 revenue reaching $696.64 million, a 38.8% increase. YPF, Argentina's state-backed energy firm, swung to a $409 million net profit in Q1 2026 as shale oil production hit 205 kbbl/d, up 39% year-over-year, and lifting costs fell 42%, with its VMOS export pipeline targeting first oil in January 2027.

Impact on stocks 7

Biotech & Genomic Medicine▲ · 2 stocks
Insmed Inc
INSM
▲ PositiveDemandrelevance

Insmed's total revenue surged 229.6% driven by newly launched bronchiectasis drug BRINSUPRI, indicating strong product demand.

Natera Inc
NTRA
▲ PositiveDemandrelevance

Natera processed over one million tests in a single quarter for the first time, with revenue up 38.8%, showing strong demand for its precision-medicine tests.

Artificial Intelligence▲ · 2 stocks
Semiconductors▲ · 1 stocks
Consumer Staples▲ · 1 stocks
BBB Foods Inc.
TBBB
▲ PositiveDemandrelevance

BBB Foods grew revenue 33.44% year-over-year with same-store sales up 16.0%, indicating strong customer demand.

Energy▲ · 1 stocks
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