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 · 2024Q2

Sector63 positions

COHRCOHERENT CORP

Technology·Scientific & Technical Instruments

8.92%

of portfolio

Number of shares

3,589,540 sh

Holdings current value

$260.1K

Avg closing price

$0.06

+511351.6%

Last action

Exited

2025Q3

Current $328.00

CPNGCOUPANG INC

Consumer Cyclical·Internet Retail

7.88%

of portfolio

Number of shares

10,971,140 sh

Holdings current value

$229.8K

Avg closing price

$18.21

+18.0%

Last action

Added 24.2%

2025Q4

Current $21.49

VSTVISTRA CORP

Utilities·Utilities - Independent Power Producers

7.74%

of portfolio

Number of shares

2,625,231 sh

Holdings current value

$225.7K

Avg closing price

$0.04

+443408.6%

Last action

Exited

2025Q4

Current $165.53

NTRANATERA INC

Healthcare·Diagnostics & Research

7.33%

of portfolio

Number of shares

1,974,880 sh

Holdings current value

$213.9K

Avg closing price

$2.57

+7539.8%

Last action

Trimmed 26.3%

2025Q4

Current $196.11

G7997R103SEAGATE TECHNOLOGY HLDNGS PL

6.21%

of portfolio

Number of shares

1,755,278 sh

Holdings current value

$181.3K

Avg closing price

$0.08

Last action

Exited

2025Q4

Current —

MSFTMICROSOFT CORP

Technology·Software - Infrastructure

6.14%

of portfolio

Number of shares

400,490 sh

Holdings current value

$179.0K

Avg closing price

$7.70

+5391.1%

Last action

Exited

2025Q3

Current $422.79

WWDWOODWARD INC

Industrials·Aerospace & Defense

5.70%

of portfolio

Number of shares

954,230 sh

Holdings current value

$166.4K

Avg closing price

$0.15

Last action

Trimmed 4.2%

2025Q4

Current —

KMIKINDER MORGAN INC DEL

Energy·Oil & Gas Midstream

4.60%

of portfolio

Number of shares

6,753,165 sh

Holdings current value

$134.2K

Avg closing price

$0.02

+167297.3%

Last action

Exited

2025Q3

Current $31.79

MAAMID-AMER APT CMNTYS INCREIT

Real Estate·REIT - Residential

3.15%

of portfolio

Number of shares

644,190 sh

Holdings current value

$91.9K

Avg closing price

$0.14

Last action

Exited

2024Q4

Current —

PMPHILIP MORRIS INTL INC

Consumer Defensive·Tobacco

3.09%

of portfolio

Number of shares

889,355 sh

Holdings current value

$90.1K

Avg closing price

$40.32

+287.5%

Last action

New holding

2025Q4

Current $156.24

GTMZOOMINFO TECHNOLOGIES INC

Technology·Software - Application

2.57%

of portfolio

Number of shares

5,881,906 sh

Holdings current value

$75.1K

Avg closing price

$0.02

+37484.0%

Last action

Exited

2025Q1

Current $6.17

TECKTECK RESOURCES LTD

Basic Materials·Other Industrial Metals & Mining

2.39%

of portfolio

Number of shares

1,453,410 sh

Holdings current value

$69.6K

Avg closing price

$8.68

Last action

Exited

2025Q2

Current —

CPTCAMDEN PPTY TRREIT

Real Estate·REIT - Residential

2.16%

of portfolio

Number of shares

577,915 sh

Holdings current value

$63.1K

Avg closing price

$0.11

Last action

Exited

2024Q4

Current —

G3643J108FLUTTER ENTMT PLC

2.10%

of portfolio

Number of shares

335,076 sh

Holdings current value

$61.2K

Avg closing price

$0.22

Last action

Trimmed 46.4%

2025Q3

Current —

MELIMERCADOLIBRE INC

Consumer Cyclical·Internet Retail

2.06%

of portfolio

Number of shares

36,493 sh

Holdings current value

$60.0K

Avg closing price

$570.69

+219.3%

Last action

Trimmed 23.5%

2025Q4

Current $1822

FCXFREEPORT-MCMORAN INC

Basic Materials·Copper

1.92%

of portfolio

Number of shares

1,153,135 sh

Holdings current value

$56.0K

Avg closing price

$2.56

+2568.9%

Last action

Exited

2025Q3

Current $68.28

OPCHOPTION CARE HEALTH INC

Healthcare·Medical Care Facilities

1.78%

of portfolio

Number of shares

1,871,818 sh

Holdings current value

$51.8K

Avg closing price

$0.61

Last action

Added 69.6%

2025Q4

Current —

GEVGE VERNOVA LLC

Industrials·Specialty Industrial Machinery

1.75%

of portfolio

Number of shares

297,068 sh

Holdings current value

$51.0K

Avg closing price

$0.28

+345876.4%

Last action

Exited

2025Q4

Current $978.32

Y2573F102FLEX LTD

1.46%

of portfolio

Number of shares

1,449,155 sh

Holdings current value

$42.7K

Avg closing price

$1.05

Last action

Exited

2025Q2

Current —

85205L107SPRINGWORKS THERAPEUTICS INC

1.32%

of portfolio

Number of shares

1,021,367 sh

Holdings current value

$38.5K

Avg closing price

$0.04

Last action

Exited

2025Q2

Current —

DAKTDAKTRONICS INC

Technology·Electronic Components

1.19%

of portfolio

Number of shares

2,493,605 sh

Holdings current value

$34.8K

Avg closing price

$0.01

Last action

Trimmed 19.0%

2025Q4

Current —

PANWPALO ALTO NETWORKS INC

Technology·Software - Infrastructure

1.03%

of portfolio

Number of shares

88,968 sh

Holdings current value

$30.2K

Avg closing price

$25.89

+544.9%

Last action

Exited

2025Q1

Current $166.97

NVDANVIDIA CORPORATION

Technology·Semiconductors

0.91%

of portfolio

Number of shares

214,060 sh

Holdings current value

$26.4K

Avg closing price

$65.98

+204.0%

Last action

Exited

2024Q3

Current $200.57

WABWABTEC

Industrials·Railroads

0.82%

of portfolio

Number of shares

150,675 sh

Holdings current value

$23.8K

Avg closing price

$0.18

+140906.7%

Last action

Trimmed 1.5%

2025Q4

Current $255.50

MSGEMADISON SQUARE GARDEN ENTMT

Consumer Cyclical·Leisure

0.81%

of portfolio

Number of shares

694,225 sh

Holdings current value

$23.8K

Avg closing price

$0.04

+157369.6%

Last action

Exited

2024Q3

Current $61.13

BCSBARCLAYS PLCADR

Financial Services·Banks - Diversified

0.76%

of portfolio

Number of shares

2,075,455 sh

Holdings current value

$22.2K

Avg closing price

$0.01

Last action

Exited

2025Q3

Current —

DFSEURDISCOVER FINL SVCS

0.75%

of portfolio

Number of shares

167,255 sh

Holdings current value

$21.9K

Avg closing price

$0.13

Last action

Exited

2025Q1

Current —

ADBEADOBE SYSTEMS INCORPORATED

Technology·Software - Application

0.70%

of portfolio

Number of shares

36,685 sh

Holdings current value

$20.4K

Avg closing price

$133.95

+85.3%

Last action

Exited

2024Q4

Current $248.16

PLTRPALANTIR TECHNOLOGIES INC

Technology·Software - Infrastructure

0.67%

of portfolio

Number of shares

769,965 sh

Holdings current value

$19.5K

Avg closing price

$15.19

+840.1%

Last action

Exited

2025Q1

Current $142.76

NWSANEWS CORP NEW

Communication Services·Entertainment

0.65%

of portfolio

Number of shares

683,800 sh

Holdings current value

$18.9K

Avg closing price

$0.02

Last action

Exited

2024Q3

Current —

ANETEURARISTA NETWORKS INC

0.63%

of portfolio

Number of shares

52,275 sh

Holdings current value

$18.3K

Avg closing price

$0.24

Last action

Exited

2024Q3

Current —

NWSNEWS CORP NEW

Communication Services·Entertainment

0.62%

of portfolio

Number of shares

635,850 sh

Holdings current value

$18.1K

Avg closing price

$0.02

Last action

Exited

2024Q3

Current —

ARGTGLOBAL X FDSETF

0.55%

of portfolio

Number of shares

282,000 sh

Holdings current value

$16.0K

Avg closing price

$0.07

Last action

Exited

2025Q4

Current —

BMABANCO MACRO SAADR

Financial Services·Banks - Regional

0.54%

of portfolio

Number of shares

273,130 sh

Holdings current value

$15.7K

Avg closing price

$0.06

Last action

Exited

2025Q3

Current —

GGALGRUPO FINANCIERO GALICIA S.AADR

Financial Services·Banks - Regional

0.50%

of portfolio

Number of shares

475,763 sh

Holdings current value

$14.5K

Avg closing price

$17.18

Last action

Exited

2025Q3

Current —

CRNXCRINETICS PHARMACEUTICALS IN

Healthcare·Biotechnology

0.47%

of portfolio

Number of shares

309,000 sh

Holdings current value

$13.8K

Avg closing price

$0.05

Last action

Exited

2025Q1

Current —

BAHBOOZ ALLEN HAMILTON HLDG COR

Industrials·Consulting Services

0.44%

of portfolio

Number of shares

83,841 sh

Holdings current value

$12.9K

Avg closing price

$0.13

+64547.4%

Last action

Exited

2024Q3

Current $82.69

YPFYPF SOCIEDAD ANONIMAADR

Energy·Oil & Gas Integrated

0.44%

of portfolio

Number of shares

638,435 sh

Holdings current value

$12.8K

Avg closing price

$0.04

Last action

Added 336.9%

2025Q4

Current —

IQVIQVIA HLDGS INC

Healthcare·Diagnostics & Research

0.44%

of portfolio

Number of shares

60,360 sh

Holdings current value

$12.8K

Avg closing price

$65.60

+162.1%

Last action

Exited

2025Q1

Current $171.95

LYVLIVE NATION ENTERTAINMENT IN

Communication Services·Entertainment

0.33%

of portfolio

Number of shares

103,100 sh

Holdings current value

$9.7K

Avg closing price

$67.68

+137.3%

Last action

Exited

2025Q1

Current $160.59

WULFTERAWULF INC

Financial Services·Capital Markets

0.32%

of portfolio

Number of shares

2,090,000 sh

Holdings current value

$9.3K

Avg closing price

$0.00

Last action

Exited

2025Q1

Current —

CNKCINEMARK HLDGS INC

Communication Services·Entertainment

0.30%

of portfolio

Number of shares

400,792 sh

Holdings current value

$8.7K

Avg closing price

$0.02

Last action

Exited

2024Q3

Current —

SLNSILENCE THERAPEUTICS PLCADR

0.25%

of portfolio

Number of shares

387,400 sh

Holdings current value

$7.4K

Avg closing price

$0.02

Last action

Exited

2024Q4

Current —

VCYTVERACYTE INC

Healthcare·Diagnostics & Research

0.19%

of portfolio

Number of shares

259,944 sh

Holdings current value

$5.6K

Avg closing price

$0.02

+148961.6%

Last action

Exited

2024Q3

Current $33.03

AESAES CORP

Utilities·Utilities - Diversified

0.19%

of portfolio

Number of shares

314,750 sh

Holdings current value

$5.5K

Avg closing price

$0.02

+80776.7%

Last action

Exited

2024Q3

Current $14.50

AAPLAPPLE INC

Technology·Consumer Electronics

0.18%

of portfolio

Number of shares

24,400 sh

Holdings current value

$5.1K

Avg closing price

$0.17

+157484.9%

Last action

Exited

2024Q3

Current $270.23

SGITEMPUR SEALY INTL INC

Consumer Cyclical·Furnishings, Fixtures & Appliances

0.17%

of portfolio

Number of shares

103,100 sh

Holdings current value

$4.9K

Avg closing price

$10.22

Last action

Exited

2024Q3

Current —

G61188101LIBERTY GLOBAL LTD

0.16%

of portfolio

Number of shares

275,275 sh

Holdings current value

$4.8K

Avg closing price

$0.02

Last action

Exited

2024Q3

Current —

SESEA LTDADR

Consumer Cyclical·Internet Retail

0.16%

of portfolio

Number of shares

66,900 sh

Holdings current value

$4.8K

Avg closing price

$0.48

+18539.3%

Last action

Added

2025Q4

Current $90.40

G61188127LIBERTY GLOBAL LTD

0.16%

of portfolio

Number of shares

261,875 sh

Holdings current value

$4.7K

Avg closing price

$0.02

Last action

Exited

2024Q3

Current —

EQTEQT CORP

Energy·Oil & Gas E&P

0.15%

of portfolio

Number of shares

121,000 sh

Holdings current value

$4.5K

Avg closing price

$5.02

+1064.0%

Last action

Exited

2025Q4

Current $58.39

SPHRMADISON SQUARE GRDN ENTERTNM

Communication Services·Entertainment

0.15%

of portfolio

Number of shares

122,411 sh

Holdings current value

$4.3K

Avg closing price

$0.04

+346347.6%

Last action

Exited

2024Q3

Current $133.09

ACLXARCELLX INC

Healthcare·Biotechnology

0.14%

of portfolio

Number of shares

74,100 sh

Holdings current value

$4.1K

Avg closing price

$0.07

Last action

Exited

2025Q1

Current —

BLDRBUILDERS FIRSTSOURCE INC

Industrials·Building Products & Equipment

0.14%

of portfolio

Number of shares

29,385 sh

Holdings current value

$4.1K

Avg closing price

$0.11

+74638.5%

Last action

Exited

2025Q3

Current $83.90

BCYCBICYCLE THERAPEUTICS PLCADR

Healthcare·Biotechnology

0.13%

of portfolio

Number of shares

190,200 sh

Holdings current value

$3.9K

Avg closing price

$0.02

Last action

Exited

2024Q4

Current —

G4701H109IHS HOLDING LIMITED

0.08%

of portfolio

Number of shares

770,310 sh

Holdings current value

$2.5K

Avg closing price

$11.28

Last action

Exited

2024Q4

Current —

TLSITRISALUS LIFE SCIENCES INC

0.08%

of portfolio

Number of shares

426,921 sh

Holdings current value

$2.4K

Avg closing price

$0.01

Last action

Exited

2025Q1

Current —

GPCRSTRUCTURE THERAPEUTICS INCADR

Healthcare·Biotechnology

0.05%

of portfolio

Number of shares

37,700 sh

Holdings current value

$1.5K

Avg closing price

$0.04

Last action

Exited

2024Q3

Current —

INSMINSMED INC

Healthcare·Biotechnology

0.05%

of portfolio

Number of shares

20,000 sh

Holdings current value

$1.3K

Avg closing price

$0.31

Last action

Trimmed 97.9%

2025Q4

Current —

TEOTELECOM ARGENTINA SAADR

Communication Services·Telecom Services

0.04%

of portfolio

Number of shares

143,051 sh

Holdings current value

$1.0K

Avg closing price

$0.01

Last action

Exited

2024Q3

Current —

NRIXNURIX THERAPEUTICS INC

Healthcare·Biotechnology

0.03%

of portfolio

Number of shares

44,200 sh

Holdings current value

$922

Avg closing price

$0.01

+113392.0%

Last action

Exited

2024Q4

Current $16.69

IVVDADAGIO THERAPEUTICS INC

Healthcare·Biotechnology

0.02%

of portfolio

Number of shares

571,425 sh

Holdings current value

$629

Avg closing price

$0.00

Last action

Exited

2025Q2

Current —

G65163100JOBY AVIATION INC

0.00%

of portfolio

Number of shares

22,492 sh

Holdings current value

$115

Avg closing price

$0.01

Last action

Exited

2025Q3

Current —

Portfolio heatmap

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

SEAGATE TECHNOLOGY HLDNGS PL

6.21%

FLUTTER ENTMT PLC

2.10%

FLEX LTD

1.46%

SPRINGWORKS THERAPEUTICS INC

1.32%

39 more

12.45%

Sector exposure

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

Technology9 pos$651K26.9%
Consumer Cyclical5 pos$323K13.4%
Healthcare11 pos$310K12.8%
Industrials5 pos$258K10.7%
Utilities2 pos$231K9.6%
Real Estate2 pos$155K6.4%
Energy3 pos$152K6.3%
Basic Materials2 pos$126K5.2%
Consumer Defensive1 pos$90K3.7%
Financial Services4 pos$62K2.6%
Communication Services6 pos$61K2.5%

(14.2% unclassified, excluded from %)