Duquesne adds GOOGL, FOXA, CDW, BTDR, DAL in 2Q: 13F

In the second quarter of 2026, Duquesne Family Office, managed by Stanley Druckenmiller, added several new positions to its portfolio, according to its latest 13F filing. Among the newly acquired stocks were Alphabet Inc. (GOOGL), Fox Corporation (FOXA), CDW Corporation (CDW), Bit Digital Inc. (BTDR), and Delta Air Lines (DAL). These additions reflect the firm’s ongoing strategy to diversify its holdings across various sectors, including technology, media, and energy.

Duquesne’s portfolio has historically shown a strong emphasis on technology and AI-related stocks, with a significant portion of its assets allocated to companies such as Nvidia and Microsoft. However, in Q2 2026, the firm also expanded into other areas, including media and aviation. The inclusion of FOXA and DAL suggests a strategic shift toward media and transportation sectors, which may be viewed as more defensive or stable in the current economic climate.

The firm also increased its exposure to the technology sector through CDW, a provider of IT solutions, and BTDR, a Bitcoin mining company. These moves indicate a continued interest in both traditional and emerging technology trends. Notably, Druckenmiller previously sold all his shares in Alphabet in Q1 2026 but has now re-entered the stock, signaling a potential change in his outlook for the company.

Overall, the portfolio adjustments highlight Duquesne Family Office’s active approach to rebalancing its holdings in response to market conditions and investment opportunities.