Stanley Druckenmiller's Duquesne Capital posted ~30% annual returns for 30 years (1986-2010) without a single losing year. His latest 13F shows conviction:
Top holding: $NTRA (Natera) at 16.6% of portfolio—added 4% last quarter. Q2 revenue +38% to $752.8M, Signatera cancer monitoring volume +56%. Management raised 2026 guidance twice to $2.85B-$2.91B. Q3 earnings drop after the close today.
When a legend with that track record doubles down on a high-growth healthcare name ahead of earnings, the setup matters. Watch the print.
Top holding: $NTRA (Natera) at 16.6% of portfolio—added 4% last quarter. Q2 revenue +38% to $752.8M, Signatera cancer monitoring volume +56%. Management raised 2026 guidance twice to $2.85B-$2.91B. Q3 earnings drop after the close today.
When a legend with that track record doubles down on a high-growth healthcare name ahead of earnings, the setup matters. Watch the print.