Billionaire investor Stanley Druckenmiller has deployed more than a quarter-billion dollars across three stocks through his Duquesne Family Office, a new SEC filing shows.
The firm’s Q2 13F filing shows positions worth $256.45 million in Microsoft, Broadcom and one semiconductor tied to the AI boom.
According to the document, Duquesne bought 200,930 shares of Microsoft valued at $99.9 million from April to June of this year. In its latest earnings report, the firm said revenue climbed 18% to $76.4 billion for the quarter ended on June 30, 2025. Net income reached $27.2 billion, up 22% year-over-year, as diluted earnings per share stood at $3.65.
The fund also accumulated 86,140 shares of Broadcom worth $23.7 million over the same period. Broadcom’s Q2 earnings report shows that the firm generated revenue of $15 billion, fueled by 46% year-over-year growth in AI-related revenue.
Said Hock Tan, president and CEO of Broadcom,
“Broadcom achieved record second quarter revenue on continued momentum in AI semiconductor solutions and VMware. Q2 AI revenue grew 46% year-over-year to over $4.4 billion driven by robust demand for AI networking.”
Meanwhile, Druckenmiller’s largest bet between April and June is on Entegris, with 1.64 million shares valued at $132.7 million. Entegris, which supplies advanced materials used by chipmakers building AI processors, has become a secondary play on the boom as demand for cutting-edge semiconductors rises.
Duquesne Family Office currently oversees approximately $4.07 billion in 13F-reportable securities, putting these moves in perspective as a high-conviction slice of a multi-billion-dollar portfolio.
