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Billionaire Stanley Druckenmiller's Duquesne Family Office Liquidated Micron, Intel, and Broadcom in Q2, Initiating New Positions in AI Infrastructure Stocks Equinix and Lam Research
Stanley Druckenmiller's Duquesne Family Office sold off its entire holdings in Micron, Intel, and Broadcom during the second quarter, according to 13F filings as of June 30, 2026. Concurrently, the fund initiated new positions in data center operator Equinix (valued at $19.2 million) and semiconductor equipment manufacturer Lam Research (valued at $18.9 million), reflecting a strategic shift in its investment approach from chip manufacturers to AI infrastructure and equipment.
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