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.

Track Stanley's filings View holdings

Portfolio

$4.49M

Positions

Quarter

2025Q4

Filings tracked

3Y+118.8%5Y+33.7%Full performance →

Quarter

2025Q4 2025Q3 2025Q2 2025Q1 2024Q4 2024Q3 2024Q2 2024Q1 2023Q4 2023Q3 2023Q2 2023Q1

Holdings

Sorted by value · 2023Q4

Sector50 positions

MSFTMICROSOFT CORP

Technology·Software - Infrastructure

12.19%

of portfolio

Number of shares

1,086,120 sh

Holdings current value

$408.4K

Avg closing price

$7.70

+5391.1%

Last action

Exited

2025Q3

Current $422.79

CPNGCOUPANG INC

Consumer Cyclical·Internet Retail

11.07%

of portfolio

Number of shares

22,914,940 sh

Holdings current value

$371.0K

Avg closing price

$18.21

+18.0%

Last action

Added 10.3%

2025Q4

Current $21.49

NVDANVIDIA CORPORATION

Technology·Semiconductors

9.12%

of portfolio

Number of shares

617,494 sh

Holdings current value

$305.8K

Avg closing price

$65.98

+204.0%

Last action

Exited

2024Q3

Current $200.57

LLYLILLY ELI & CO

Healthcare·Drug Manufacturers - General

7.00%

of portfolio

Number of shares

402,550 sh

Holdings current value

$234.7K

Avg closing price

$157.15

+475.2%

Last action

Exited

2025Q3

Current $903.99

TECKTECK RESOURCES LTD

Basic Materials·Other Industrial Metals & Mining

6.97%

of portfolio

Number of shares

5,524,602 sh

Holdings current value

$233.5K

Avg closing price

$8.68

Last action

Exited

2025Q2

Current —

G7997R103SEAGATE TECHNOLOGY HLDNGS PL

5.39%

of portfolio

Number of shares

2,116,108 sh

Holdings current value

$180.7K

Avg closing price

$0.08

Last action

Exited

2025Q4

Current —

VRTVERTIV HOLDINGS CO

Industrials·Electrical Equipment & Parts

3.32%

of portfolio

Number of shares

2,313,500 sh

Holdings current value

$111.1K

Avg closing price

$1.24

+23567.6%

Last action

Exited

2024Q2

Current $294.13

NWSANEWS CORP NEW

Communication Services·Entertainment

2.96%

of portfolio

Number of shares

4,045,120 sh

Holdings current value

$99.3K

Avg closing price

$0.02

Last action

Exited

2024Q3

Current —

GEGENERAL ELECTRIC CO

Industrials·Aerospace & Defense

2.80%

of portfolio

Number of shares

736,095 sh

Holdings current value

$93.9K

Avg closing price

$0.12

+250863.6%

Last action

Exited

2024Q2

Current $298.29

VSTVISTRA CORP

Utilities·Utilities - Independent Power Producers

2.74%

of portfolio

Number of shares

2,385,061 sh

Holdings current value

$91.9K

Avg closing price

$0.04

+443408.6%

Last action

Exited

2025Q4

Current $165.53

H42097107UBS GROUP AG

2.23%

of portfolio

Number of shares

2,414,735 sh

Holdings current value

$74.9K

Avg closing price

$0.02

Last action

Exited

2024Q1

Current —

KBRKBR INC

Industrials·Engineering & Construction

1.92%

of portfolio

Number of shares

1,158,535 sh

Holdings current value

$64.2K

Avg closing price

$12.71

+188.7%

Last action

Exited

2024Q2

Current $36.69

LWLAMB WESTON HLDGS INC

Consumer Defensive·Packaged Foods

1.74%

of portfolio

Number of shares

539,209 sh

Holdings current value

$58.3K

Avg closing price

$30.80

+41.9%

Last action

Exited

2024Q1

Current $43.72

CCJCAMECO CORP

Energy·Uranium

1.71%

of portfolio

Number of shares

1,332,625 sh

Holdings current value

$57.4K

Avg closing price

$12.75

+843.6%

Last action

Exited

2024Q2

Current $120.27

CVXCHEVRON CORP NEW

Energy·Oil & Gas Integrated

1.71%

of portfolio

Number of shares

384,595 sh

Holdings current value

$57.4K

Avg closing price

$81.74

Last action

Exited

2024Q1

Current —

NTRANATERA INC

Healthcare·Diagnostics & Research

1.67%

of portfolio

Number of shares

893,030 sh

Holdings current value

$55.9K

Avg closing price

$2.57

+7539.8%

Last action

Trimmed 44.1%

2025Q4

Current $196.11

ANETEURARISTA NETWORKS INC

1.65%

of portfolio

Number of shares

234,185 sh

Holdings current value

$55.2K

Avg closing price

$0.24

Last action

Exited

2024Q3

Current —

WWDWOODWARD INC

Industrials·Aerospace & Defense

1.64%

of portfolio

Number of shares

404,635 sh

Holdings current value

$55.1K

Avg closing price

$0.15

Last action

Trimmed 9.4%

2025Q4

Current —

OPCHOPTION CARE HEALTH INC

Healthcare·Medical Care Facilities

1.46%

of portfolio

Number of shares

1,456,215 sh

Holdings current value

$49.1K

Avg closing price

$0.61

Last action

Added 111.7%

2025Q4

Current —

SGITEMPUR SEALY INTL INC

Consumer Cyclical·Furnishings, Fixtures & Appliances

1.14%

of portfolio

Number of shares

749,100 sh

Holdings current value

$38.2K

Avg closing price

$10.22

Last action

Exited

2024Q3

Current —

Y2573F102FLEX LTD

1.03%

of portfolio

Number of shares

1,134,400 sh

Holdings current value

$34.6K

Avg closing price

$1.05

Last action

Exited

2025Q2

Current —

ABXBARRICK GOLD CORP

Financial Services·Insurance - Life

0.95%

of portfolio

Number of shares

1,758,300 sh

Holdings current value

$31.8K

Avg closing price

$11.68

Last action

Exited

2024Q1

Current —

BAHBOOZ ALLEN HAMILTON HLDG COR

Industrials·Consulting Services

0.90%

of portfolio

Number of shares

235,800 sh

Holdings current value

$30.2K

Avg closing price

$0.13

+64547.4%

Last action

Exited

2024Q3

Current $82.69

TKOTKO GROUP HOLDINGS INC

Communication Services·Entertainment

0.80%

of portfolio

Number of shares

326,735 sh

Holdings current value

$26.7K

Avg closing price

$0.08

+224697.4%

Last action

Exited

2024Q1

Current $184.44

NWSNEWS CORP NEW

Communication Services·Entertainment

0.75%

of portfolio

Number of shares

975,600 sh

Holdings current value

$25.1K

Avg closing price

$0.02

Last action

Exited

2024Q3

Current —

MRVLMARVELL TECHNOLOGY INC

Technology·Semiconductors

0.65%

of portfolio

Number of shares

363,585 sh

Holdings current value

$21.9K

Avg closing price

$0.06

+223255.8%

Last action

Exited

2024Q2

Current $133.37

FCXFREEPORT-MCMORAN INC

Basic Materials·Copper

0.60%

of portfolio

Number of shares

471,535 sh

Holdings current value

$20.1K

Avg closing price

$2.56

+2568.9%

Last action

Exited

2025Q3

Current $68.28

NEMNEWMONT CORP

Basic Materials·Gold

0.59%

of portfolio

Number of shares

474,250 sh

Holdings current value

$19.6K

Avg closing price

$0.04

+273906.3%

Last action

Exited

2024Q1

Current $113.41

PANWPALO ALTO NETWORKS INC

Technology·Software - Infrastructure

0.57%

of portfolio

Number of shares

64,715 sh

Holdings current value

$19.1K

Avg closing price

$25.89

+544.9%

Last action

Exited

2025Q1

Current $166.97

PSTGPURE STORAGE INC

Technology·Computer Hardware

0.57%

of portfolio

Number of shares

531,247 sh

Holdings current value

$18.9K

Avg closing price

$13.69

+395.3%

Last action

Exited

2024Q1

Current $67.80

VEEVVEEVA SYS INC

Healthcare·Health Information Services

0.55%

of portfolio

Number of shares

95,700 sh

Holdings current value

$18.4K

Avg closing price

$15.09

+1011.6%

Last action

Exited

2024Q1

Current $167.69

GTMZOOMINFO TECHNOLOGIES INC

Technology·Software - Application

0.51%

of portfolio

Number of shares

924,100 sh

Holdings current value

$17.1K

Avg closing price

$0.02

+37484.0%

Last action

Exited

2025Q1

Current $6.17

DKNGDRAFTKINGS INC NEW

Consumer Cyclical·Gambling

0.45%

of portfolio

Number of shares

423,850 sh

Holdings current value

$14.9K

Avg closing price

$0.04

+67246.2%

Last action

Exited

2024Q1

Current $23.74

WDCWESTERN DIGITAL CORP.

Technology·Computer Hardware

0.36%

of portfolio

Number of shares

230,000 sh

Holdings current value

$12.0K

Avg closing price

$0.06

+631858.3%

Last action

Exited

2025Q1

Current $361.69

NTNXNUTANIX INC

Technology·Software - Infrastructure

0.31%

of portfolio

Number of shares

216,600 sh

Holdings current value

$10.3K

Avg closing price

$0.05

+82807.7%

Last action

Exited

2024Q1

Current $39.54

TTWOTAKE-TWO INTERACTIVE SOFTWAR

Communication Services·Electronic Gaming & Multimedia

0.31%

of portfolio

Number of shares

63,850 sh

Holdings current value

$10.3K

Avg closing price

$0.16

Last action

Exited

2024Q2

Current —

ADBEADOBE SYSTEMS INCORPORATED

Technology·Software - Application

0.30%

of portfolio

Number of shares

17,130 sh

Holdings current value

$10.2K

Avg closing price

$133.95

+85.3%

Last action

Exited

2024Q4

Current $248.16

SPHRMADISON SQUARE GRDN ENTERTNM

Communication Services·Entertainment

0.30%

of portfolio

Number of shares

294,751 sh

Holdings current value

$10.0K

Avg closing price

$0.04

+346347.6%

Last action

Exited

2024Q3

Current $133.09

LPXLOUISIANA PAC CORP

Industrials·Building Products & Equipment

0.29%

of portfolio

Number of shares

135,132 sh

Holdings current value

$9.6K

Avg closing price

$0.06

Last action

Exited

2024Q1

Current —

WRBYWARBY PARKER INC

Healthcare·Medical Instruments & Supplies

0.28%

of portfolio

Number of shares

674,039 sh

Holdings current value

$9.5K

Avg closing price

$0.01

Last action

Exited

2024Q1

Current —

RXRXRECURSION PHARMACEUTICALS IN

Healthcare·Biotechnology

0.27%

of portfolio

Number of shares

906,767 sh

Holdings current value

$8.9K

Avg closing price

$4.39

-18.1%

Last action

Exited

2024Q1

Current $3.60

KRESPDR SER TRETF

0.24%

of portfolio

Number of shares

153,965 sh

Holdings current value

$8.1K

Avg closing price

$0.06

Last action

Exited

2025Q1

Current —

OLEDUNIVERSAL DISPLAY CORP

Technology·Electronic Components

0.16%

of portfolio

Number of shares

28,400 sh

Holdings current value

$5.4K

Avg closing price

$0.19

+51832.5%

Last action

Exited

2024Q1

Current $99.33

SCHWSCHWAB CHARLES CORP

Financial Services·Capital Markets

0.15%

of portfolio

Number of shares

71,700 sh

Holdings current value

$4.9K

Avg closing price

$0.07

+134521.0%

Last action

Exited

2024Q1

Current $92.62

CEGCONSTELLATION ENERGY CORP

Utilities·Utilities - Independent Power Producers

0.13%

of portfolio

Number of shares

38,656 sh

Holdings current value

$4.5K

Avg closing price

$0.08

+354787.1%

Last action

Exited

2024Q2

Current $299.14

ABCLABCELLERA BIOLOGICS INC

Healthcare·Biotechnology

0.11%

of portfolio

Number of shares

659,750 sh

Holdings current value

$3.8K

Avg closing price

$40.24

Last action

Exited

2024Q1

Current —

CPCANADIAN PACIFIC KANSAS CITY

Industrials·Railroads

0.11%

of portfolio

Number of shares

47,505 sh

Holdings current value

$3.8K

Avg closing price

$0.08

+99091.9%

Last action

Exited

2024Q1

Current $80.14

G4701H109IHS HOLDING LIMITED

0.11%

of portfolio

Number of shares

770,310 sh

Holdings current value

$3.5K

Avg closing price

$11.28

Last action

Exited

2024Q4

Current —

G65163100JOBY AVIATION INC

0.00%

of portfolio

Number of shares

22,492 sh

Holdings current value

$150

Avg closing price

$0.01

Last action

Exited

2025Q3

Current —

SNSEEURSENSEI BIOTHERAPEUTICS INC

0.00%

of portfolio

Number of shares

100,000 sh

Holdings current value

$69

Avg closing price

$10.52

Last action

Exited

2024Q1

Current —

Portfolio heatmap

Box size = % of portfolio · color = return since filing

SEAGATE TECHNOLOGY HLDNGS PL

5.39%

UBS GROUP AG

2.23%

FLEX LTD

1.03%

26 more

8.66%

Sector exposure

Share of dollar value across the latest 13F report. Unclassified positions excluded.

Technology10 pos$829K30.1%
Consumer Cyclical3 pos$424K15.4%
Healthcare7 pos$380K13.8%
Industrials7 pos$368K13.4%
Basic Materials3 pos$273K9.9%
Communication Services5 pos$171K6.2%
Energy2 pos$115K4.2%
Utilities2 pos$96K3.5%
Consumer Defensive1 pos$58K2.1%
Financial Services2 pos$37K1.3%

(11.5% unclassified, excluded from %)