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 portfolio (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 quarterly snapshots 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 2023Q2 — net new, added, trimmed, exited.
New positions21 names
- GEGENERAL ELECTRIC CO+736,095$81K
- BLDRBUILDERS FIRSTSOURCE INC+310,300$42K
- PTCPTC INC+273,434$39K
- ORCLORACLE CORP+271,265$32K
- CCJCAMECO CORP+869,740$27K
- SGITEMPUR SEALY INTL INC+525,050$21K
- WCCWESCO INTL INC+116,900$21K
- CDNSCADENCE DESIGN SYSTEM INC+75,395$18K
- DASHDOORDASH INC+206,900$16K
- H42097UBS GROUP AG+759,500$15K
- MUMICRON TECHNOLOGY INC+222,200$14K
- CHTRCHARTER COMMUNICATIONS INC N+29,500$11K
- + 9 more…
Added to11 names
- OPCHOPTION CARE HEALTH INC+3,587,359$117K
- TMUST-MOBILE US INC+681,358$95K
- NVDANVIDIA CORPORATION+158,600$67K
- NWSANEWS CORP NEW+1,768,400$34K
- MSFTMICROSOFT CORP+99,920$34K
- CPNGCOUPANG INC+620,100$11K
- LWLAMB WESTON HLDGS INC+87,800$10K
- ANETEURARISTA NETWORKS INC+61,980$10K
- TECKTECK RESOURCES LTD+181,395$8K
- WRBYWARBY PARKER INC+417,639$5K
- NWSNEWS CORP NEW+117,650$2K
Trimmed11 names
- KBRKBR INC−1,293,986$84K
- AMZNAMAZON COM INC−589,595$77K
- IQVIQVIA HLDGS INC−275,740$62K
- METAMETA PLATFORMS INC−184,950$53K
- LLYLILLY ELI & CO−69,765$33K
- VRTVERTIV HOLDINGS CO−806,191$20K
- MRVLMARVELL TECHNOLOGY INC−257,000$15K
- ILMNILLUMINA INC−54,400$10K
- TSMTAIWAN SEMICONDUCTOR MFG LTD−92,400$9K
- SKAASKECHERS U S A INC−168,925$9K
- G4701HIHS HOLDING LIMITED−786$6
Exited16 names
- GOOGLALPHABET INC−877,720$91K
- FCXFREEPORT-MCMORAN INC−837,627$34K
- AMDADVANCED MICRO DEVICES INC−329,677$32K
- ABXBARRICK GOLD CORP−1,176,875$22K
- PANWPALO ALTO NETWORKS INC−75,235$15K
- PSXPHILLIPS 66−100,555$10K
- WSCWILLSCOT MOBIL MINI HLDNG CO−215,500$10K
- ARCH1USDARCH RESOURCES INC−75,665$10K
- 46583PIVERIC BIO INC−400,000$10K
- HUBSHUBSPOT INC−20,300$9K
- PLTRPALANTIR TECHNOLOGIES INC−700,707$6K
- TOSTTOAST INC−327,700$6K
- + 4 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
