Family Office · CIK 0001536411
Stanley Druckenmiller
Duquesne
Stanley Druckenmiller runs Duquesne, a family office overseeing $4.5M in disclosed equity holdings (SEC CIK 0001536411). The latest 13F filing (2025Q4) discloses 58 positions across 9 sectors, with the largest positions in NTRA, XLF and INSM. On a mark-to-market basis the tracked portfolio has returned 210.5% since 2016Q1. OpenStocks tracks 40 consecutive 13F filings for this manager — every position change, new entry, and exit is logged below.
Portfolio
$4.49M
Positions
58
Quarter
2025Q4
Filings tracked
40
Capital flow per quarter
BuysSellsNet
Latest · 2025Q4
-$225K
Lifetime buys
$1.70B
Lifetime sells
$2.34B
Quarter activity
What changed in 2023Q1 — net new, added, trimmed, exited.
New positions19 names
- MSFTMICROSOFT CORP+729,040$210K
- IQVIQVIA HLDGS INC+474,500$94K
- GOOGLALPHABET INC+877,720$91K
- AMZNAMAZON COM INC+807,975$83K
- TSMTAIWAN SEMICONDUCTOR MFG LTD+578,590$54K
- NWSANEWS CORP NEW+2,756,125$48K
- SKAASKECHERS U S A INC+540,050$26K
- ILMNILLUMINA INC+109,285$25K
- MRVLMARVELL TECHNOLOGY INC+571,320$25K
- ABXBARRICK GOLD CORP+1,176,875$22K
- NWSNEWS CORP NEW+613,050$11K
- 46583PIVERIC BIO INC+400,000$10K
- + 7 more…
Added to7 names
Trimmed10 names
- METAMETA PLATFORMS INC−662,060$140K
- CVXCHEVRON CORP NEW−760,155$124K
- VRTVERTIV HOLDINGS CO−3,876,174$55K
- LLYLILLY ELI & CO−131,515$45K
- OPCHOPTION CARE HEALTH INC−722,305$23K
- ARCH1USDARCH RESOURCES INC−53,475$7K
- PANWPALO ALTO NETWORKS INC−34,035$7K
- PLTRPALANTIR TECHNOLOGIES INC−570,000$5K
- WSCWILLSCOT MOBIL MINI HLDNG CO−94,366$4K
- PSXPHILLIPS 66−13,295$1K
Exited28 names
- CVECENOVUS ENERGY INC−2,701,140$52.4M
- LENLENNAR CORP−441,892$40.0M
- DEDEERE & CO−72,905$31.3M
- OXYOCCIDENTAL PETE CORP−420,580$26.5M
- TAT&T INC−1,375,780$25.3M
- DDOGDATADOG INC−332,253$24.4M
- ALNYALNYLAM PHARMACEUTICALS INC−88,910$21.1M
- OVVOVINTIV INC−413,980$21.0M
- PHPARKER-HANNIFIN CORP−66,800$19.4M
- VALEVALE S A−1,045,000$17.7M
- CCJCAMECO CORP−748,204$17.0M
- PXDEURPIONEER NAT RES CO−71,505$16.3M
- + 16 more…
Recent transactions
Last 20 moves
TRIM
AEVA TECHNOLOGIES INC
−14,452
~$0.01 · 2025Q4
2026-02-17
SOLD
DICKS SPORTING GOODS INC
−132,425
~$0.22 · 2025Q4
2026-02-17
NEW
BLOOM ENERGY CORP
+740,545
~$0.09 · 2025Q4
2026-02-17
ADD
CHIPOTLE MEXICAN GRILL INC
+158,725
~$0.04 · 2025Q4
2026-02-17
SOLD
SEAGATE TECHNOLOGY HLDNGS PL
−85,900
~$0.24 · 2025Q4
2026-02-17
SOLD
CAPITAL ONE FINL CORP
−43,920
~$0.21 · 2025Q4
2026-02-17
SOLD
CARPENTER TECHNOLOGY CORP
−220,035
~$0.25 · 2025Q4
2026-02-17
TRIM
CLEVELAND-CLIFFS INC NEW
−969,380
~$0.01 · 2025Q4
2026-02-17
ADD
COGENT BIOSCIENCES INC
+1,154,890
~$0.04 · 2025Q4
2026-02-17
