Fesko John sold $79K of NTRA

Stanley Druckenmiller's Duquesne Family Office has 16.6% of its $5.2 billion portfolio in Natera (NTRA), making it the top holding. Natera's Q2 revenue rose 37.7% YoY to $752.8 million, driven by oncology testing. The stock has surged 80% since May 2026, but its valuation is steep at 17 times trailing sales.

Billionaire investor Stanley Druckenmiller's largest Q2 holding was Natera (NTRA), a genetic testing company, not Amazon or Alphabet. Natera reported Q2 2026 revenue of $752.8M, up 39% YoY, and raised full-year guidance to $2.85B-$2.91B. The company's Signatera cancer detection test is a key growth driver, with FDA, PMDA, and EU approvals.

Stanley Druckenmiller's Duquesne Family Office has a 16.6% stake in Natera (NTRA), up 37% YTD. Natera's Q2 2026 revenue rose 37.7% YoY to $752.8M, with improved margins and raised guidance. The stock's rally follows regulatory approvals and strong earnings, but high valuation and insider selling raise concerns.

Natera (NTRA) reported Q2 2026 revenue of $752.8 million, up 37.7% year over year, and net loss per diluted share of ($0.47), improved from ($0.74). Total tests processed rose 22.4% to 1,043,900. The company raised full-year revenue guidance to $2.85 billion to $2.91 billion and cited FDA and PMDA approvals for Signatera.

Natera Inc. (NTRA) shares rose about 20.9% after Q2 results and guidance. Q2 revenue was $752.8M versus $661.2M consensus, with a Q2 loss of $0.47 per share versus $0.49 expected. Full-year 2026 revenue guidance was raised to $2.85B to $2.91B. The Signatera test was submitted to Japan’s PMDA for muscle-invasive bladder cancer.

Natera Inc. (NASDAQ: NTRA) shares rose about 21% after the company reported Q2 revenue of $752.8M versus $661.2M consensus and a smaller-than-expected Q2 loss of $0.47 per share. Natera also raised 2026 revenue guidance to $2.85B to $2.91B from $2.74B to $2.82B.