Family Office · CIK 0001536411
Stanley Druckenmiller
Duquesne
Stanley Druckenmiller runs Duquesne, a family office overseeing $4.22B 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 57.4% over the past year. OpenStocks tracks 40 consecutive quarterly snapshots for this manager — every position change, new entry, and exit is logged below.
Portfolio
$4.22B
Positions
58
Quarter
2025Q4
Filings tracked
40
Capital flow per quarter
BuysSellsNet
Latest · 2025Q4
-$225M
Lifetime buys
$14.70B
Lifetime sells
$16.12B
Quarter activity
What changed in 2024Q2 — net new, added, trimmed, exited.
New positions18 names
- MAAMID-AMER APT CMNTYS INC+644,190$92K
- PMPHILIP MORRIS INTL INC+889,355$90K
- CPTCAMDEN PPTY TR+577,915$63K
- G3643JFLUTTER ENTMT PLC+335,076$61K
- MELIMERCADOLIBRE INC+36,493$60K
- GEVGE VERNOVA LLC+297,068$51K
- 85205LSPRINGWORKS THERAPEUTICS INC+1,021,367$38K
- ADBEADOBE SYSTEMS INCORPORATED+36,685$20K
- YPFYPF SOCIEDAD ANONIMA+638,435$13K
- LYVLIVE NATION ENTERTAINMENT IN+103,100$10K
- WULFTERAWULF INC+2,090,000$9K
- SGITEMPUR SEALY INTL INC+103,100$5K
- + 6 more…
Added to13 names
- COHRCOHERENT CORP+1,064,470$77K
- KMIKINDER MORGAN INC DEL+2,872,665$57K
- OPCHOPTION CARE HEALTH INC+1,185,613$33K
- G7997RSEAGATE TECHNOLOGY HLDNGS PL+316,295$33K
- BCSBARCLAYS PLC+1,024,100$11K
- DAKTDAKTRONICS INC+420,161$6K
- ARGTGLOBAL X FDS+88,100$5K
- NTRANATERA INC+45,500$5K
- NVDANVIDIA CORPORATION+38,117$5K
- GGALGRUPO FINANCIERO GALICIA S.A+153,900$5K
- BMABANCO MACRO SA+64,400$4K
- MSGEMADISON SQUARE GARDEN ENTMT+54,425$2K
- + 1 more…
Trimmed14 names
- MSFTMICROSOFT CORP−711,780$318K
- CPNGCOUPANG INC−11,488,710$241K
- TECKTECK RESOURCES LTD−3,098,817$148K
- ANETEURARISTA NETWORKS INC−375,977$132K
- NWSANEWS CORP NEW−2,628,225$72K
- Y2573FFLEX LTD−2,414,000$71K
- DFSEURDISCOVER FINL SVCS−477,950$63K
- WABWABTEC−236,160$37K
- AAPLAPPLE INC−90,300$19K
- PANWPALO ALTO NETWORKS INC−49,750$17K
- CNKCINEMARK HLDGS INC−677,843$15K
- NWSNEWS CORP NEW−418,125$12K
- + 2 more…
Exited27 names
- GEGENERAL ELECTRIC CO−853,095$150K
- VRTVERTIV HOLDINGS CO−998,510$82K
- KBRKBR INC−981,425$62K
- MRVLMARVELL TECHNOLOGY INC−822,875$58K
- LLYLILLY ELI & CO−61,664$48K
- CCJCAMECO CORP−848,710$37K
- METAMETA PLATFORMS INC−63,930$31K
- KEYKEYCORP−1,657,395$26K
- CCITIGROUP INC−400,345$25K
- N82405STELLANTIS N.V−588,050$17K
- COFCAPITAL ONE FINL CORP−108,495$16K
- KRESPDR SER TR−307,200$15K
- + 15 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
