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 · 2025Q2

Sector65 positions

NTRANATERA INC

Healthcare·Diagnostics & Research

12.80%

of portfolio

Number of shares

3,085,190 sh

Holdings current value

$521.2K

Avg closing price

$2.57

+7539.8%

Last action

Trimmed 18.6%

2025Q4

Current $196.11

TEVATEVA PHARMACEUTICAL INDS LTDADR

Healthcare·Drug Manufacturers - Specialty & Generic

6.57%

of portfolio

Number of shares

15,968,935 sh

Holdings current value

$267.6K

Avg closing price

$0.02

+165176.1%

Last action

Trimmed 40.2%

2025Q4

Current $31.26

INSMINSMED INC

Healthcare·Biotechnology

5.57%

of portfolio

Number of shares

2,253,435 sh

Holdings current value

$226.8K

Avg closing price

$0.31

Last action

Trimmed 29.5%

2025Q4

Current —

WWDWOODWARD INC

Industrials·Aerospace & Defense

5.11%

of portfolio

Number of shares

848,910 sh

Holdings current value

$208.1K

Avg closing price

$0.15

Last action

Trimmed 4.7%

2025Q4

Current —

TSMTAIWAN SEMICONDUCTOR MFG LTDADR

Technology·Semiconductors

4.26%

of portfolio

Number of shares

765,085 sh

Holdings current value

$173.3K

Avg closing price

$0.18

+206980.9%

Last action

Trimmed 22.5%

2025Q4

Current $363.35

PMPHILIP MORRIS INTL INC

Consumer Defensive·Tobacco

3.65%

of portfolio

Number of shares

815,975 sh

Holdings current value

$148.6K

Avg closing price

$40.32

+287.5%

Last action

New holding

2025Q4

Current $156.24

MELIMERCADOLIBRE INC

Consumer Cyclical·Internet Retail

3.45%

of portfolio

Number of shares

53,725 sh

Holdings current value

$140.4K

Avg closing price

$570.69

+219.3%

Last action

Trimmed 17.2%

2025Q4

Current $1822

ENTGENTEGRIS INC

Technology·Semiconductor Equipment & Materials

3.26%

of portfolio

Number of shares

1,645,885 sh

Holdings current value

$132.7K

Avg closing price

$2.29

+5836.3%

Last action

New holding

2025Q4

Current $135.92

CPNGCOUPANG INC

Consumer Cyclical·Internet Retail

3.02%

of portfolio

Number of shares

4,105,424 sh

Holdings current value

$123.0K

Avg closing price

$18.21

+18.0%

Last action

Added 108.9%

2025Q4

Current $21.49

G3643J108FLUTTER ENTMT PLC

2.84%

of portfolio

Number of shares

405,320 sh

Holdings current value

$115.8K

Avg closing price

$0.22

Last action

Trimmed 41.7%

2025Q3

Current —

COHRCOHERENT CORP

Technology·Scientific & Technical Instruments

2.54%

of portfolio

Number of shares

1,157,840 sh

Holdings current value

$103.3K

Avg closing price

$0.06

+511351.6%

Last action

Exited

2025Q3

Current $328.00

DOCUDOCUSIGN INC

Technology·Software - Application

2.47%

of portfolio

Number of shares

1,290,440 sh

Holdings current value

$100.5K

Avg closing price

$0.62

+7364.2%

Last action

Trimmed 34.1%

2025Q4

Current $46.06

MSFTMICROSOFT CORP

Technology·Software - Infrastructure

2.45%

of portfolio

Number of shares

200,930 sh

Holdings current value

$99.9K

Avg closing price

$7.70

+5391.1%

Last action

Exited

2025Q3

Current $422.79

ROKUROKU INC

Communication Services·Entertainment

2.38%

of portfolio

Number of shares

1,100,500 sh

Holdings current value

$96.7K

Avg closing price

$0.08

+139627.2%

Last action

Trimmed 17.9%

2025Q4

Current $111.87

VRNAVERONA PHARMA PLCADR

2.33%

of portfolio

Number of shares

1,002,080 sh

Holdings current value

$94.8K

Avg closing price

$0.04

Last action

Exited

2025Q4

Current —

LLYLILLY ELI & CO

Healthcare·Drug Manufacturers - General

1.93%

of portfolio

Number of shares

100,675 sh

Holdings current value

$78.5K

Avg closing price

$157.15

+475.2%

Last action

Exited

2025Q3

Current $903.99

WBDWARNER BROS DISCOVERY INC

Communication Services·Entertainment

1.84%

of portfolio

Number of shares

6,537,160 sh

Holdings current value

$74.9K

Avg closing price

$0.01

Last action

Exited

2025Q3

Current —

EQTEQT CORP

Energy·Oil & Gas E&P

1.79%

of portfolio

Number of shares

1,252,700 sh

Holdings current value

$73.1K

Avg closing price

$5.02

+1064.0%

Last action

Exited

2025Q4

Current $58.39

CCITIGROUP INC

Financial Services·Banks - Diversified

1.39%

of portfolio

Number of shares

666,300 sh

Holdings current value

$56.7K

Avg closing price

$6.78

+1807.9%

Last action

Exited

2025Q4

Current $129.34

XLFSELECT SECTOR SPDR TRETF

1.27%

of portfolio

Number of shares

985,300 sh

Holdings current value

$51.6K

Avg closing price

$4.21

Last action

New holding

2025Q4

Current —

QSRRESTAURANT BRANDS INTL INC

Consumer Cyclical·Restaurants

1.22%

of portfolio

Number of shares

751,010 sh

Holdings current value

$49.8K

Avg closing price

$0.07

+117959.8%

Last action

Added 11.5%

2025Q4

Current $77.61

SESEA LTDADR

Consumer Cyclical·Internet Retail

1.22%

of portfolio

Number of shares

309,730 sh

Holdings current value

$49.5K

Avg closing price

$0.48

+18539.3%

Last action

Added

2025Q4

Current $90.40

NUNU HLDGS LTD

Financial Services·Banks - Regional

1.15%

of portfolio

Number of shares

3,415,365 sh

Holdings current value

$46.9K

Avg closing price

$0.01

+116261.2%

Last action

Exited

2025Q4

Current $15.43

DAKTDAKTRONICS INC

Technology·Electronic Components

1.14%

of portfolio

Number of shares

3,076,224 sh

Holdings current value

$46.5K

Avg closing price

$0.01

Last action

Trimmed 16.0%

2025Q4

Current —

UUNITY SOFTWARE INC

Technology·Software - Application

1.05%

of portfolio

Number of shares

1,774,050 sh

Holdings current value

$42.9K

Avg closing price

$0.02

+107048.8%

Last action

Trimmed 21.0%

2025Q4

Current $25.93

CZRCAESARS ENTERTAINMENT INC NE

Consumer Cyclical·Resorts & Casinos

0.97%

of portfolio

Number of shares

1,395,875 sh

Holdings current value

$39.6K

Avg closing price

$0.03

Last action

Exited

2025Q3

Current —

DALDELTA AIR LINES INC DEL

Industrials·Airlines

0.96%

of portfolio

Number of shares

793,510 sh

Holdings current value

$39.0K

Avg closing price

$9.09

+669.3%

Last action

New holding

2025Q4

Current $69.89

WABWABTEC

Industrials·Railroads

0.88%

of portfolio

Number of shares

170,510 sh

Holdings current value

$35.7K

Avg closing price

$0.18

+140906.7%

Last action

Trimmed 1.3%

2025Q4

Current $255.50

CRSCARPENTER TECHNOLOGY CORP

Industrials·Metal Fabrication

0.86%

of portfolio

Number of shares

126,635 sh

Holdings current value

$35.0K

Avg closing price

$0.26

+161761.6%

Last action

Exited

2025Q4

Current $426.16

GLWCORNING INC

Technology·Electronic Components

0.80%

of portfolio

Number of shares

623,145 sh

Holdings current value

$32.8K

Avg closing price

$0.05

+315703.4%

Last action

Exited

2025Q3

Current $166.08

PCTPURECYCLE TECHNOLOGIES INC

Industrials·Pollution & Treatment Controls

0.77%

of portfolio

Number of shares

2,303,084 sh

Holdings current value

$31.6K

Avg closing price

$0.01

Last action

Added 33.3%

2025Q4

Current —

KMIKINDER MORGAN INC DEL

Energy·Oil & Gas Midstream

0.77%

of portfolio

Number of shares

1,071,665 sh

Holdings current value

$31.5K

Avg closing price

$0.02

+167297.3%

Last action

Exited

2025Q3

Current $31.79

APPAPPLOVIN CORP

Communication Services·Advertising Agencies

0.77%

of portfolio

Number of shares

89,458 sh

Holdings current value

$31.3K

Avg closing price

$0.31

+149367.6%

Last action

Exited

2025Q3

Current $466.09

UALUNITED AIRLS HLDGS INC

Industrials·Airlines

0.74%

of portfolio

Number of shares

377,120 sh

Holdings current value

$30.0K

Avg closing price

$16.67

Last action

New holding

2025Q4

Current —

GSGOLDMAN SACHS GROUP INC

Financial Services·Capital Markets

0.73%

of portfolio

Number of shares

42,000 sh

Holdings current value

$29.7K

Avg closing price

$0.71

+127061.4%

Last action

New holding

2025Q4

Current $900.00

BCSBARCLAYS PLCADR

Financial Services·Banks - Diversified

0.71%

of portfolio

Number of shares

1,549,950 sh

Holdings current value

$28.8K

Avg closing price

$0.01

Last action

Exited

2025Q3

Current —

ILMNILLUMINA INC

Healthcare·Diagnostics & Research

0.70%

of portfolio

Number of shares

300,615 sh

Holdings current value

$28.7K

Avg closing price

$55.21

+140.4%

Last action

Exited

2025Q3

Current $132.72

G7997R103SEAGATE TECHNOLOGY HLDNGS PL

0.70%

of portfolio

Number of shares

197,490 sh

Holdings current value

$28.5K

Avg closing price

$0.08

Last action

Exited

2025Q4

Current —

TWLOTWILIO INC

Technology·Software - Infrastructure

0.61%

of portfolio

Number of shares

200,475 sh

Holdings current value

$24.9K

Avg closing price

$3.32

+4025.2%

Last action

Exited

2025Q4

Current $136.96

AVGOBROADCOM INC

Technology·Semiconductors

0.58%

of portfolio

Number of shares

86,140 sh

Holdings current value

$23.7K

Avg closing price

$0.31

+126407.1%

Last action

Exited

2025Q3

Current $398.47

ARGTGLOBAL X FDSETF

0.56%

of portfolio

Number of shares

267,700 sh

Holdings current value

$22.7K

Avg closing price

$0.07

Last action

Exited

2025Q4

Current —

YPFYPF SOCIEDAD ANONIMAADR

Energy·Oil & Gas Integrated

0.54%

of portfolio

Number of shares

703,995 sh

Holdings current value

$22.1K

Avg closing price

$0.04

Last action

Added 232.5%

2025Q4

Current —

EWZISHARES INCETF

0.52%

of portfolio

Number of shares

738,800 sh

Holdings current value

$21.3K

Avg closing price

$1.57

Last action

New holding

2025Q4

Current —

HASHASBRO INC

Consumer Cyclical·Leisure

0.51%

of portfolio

Number of shares

281,100 sh

Holdings current value

$20.8K

Avg closing price

$0.07

Last action

Exited

2025Q3

Current —

OPCHOPTION CARE HEALTH INC

Healthcare·Medical Care Facilities

0.51%

of portfolio

Number of shares

636,850 sh

Holdings current value

$20.7K

Avg closing price

$0.61

Last action

Added

2025Q4

Current —

XPOXPO LOGISTICS INC

Industrials·Trucking

0.51%

of portfolio

Number of shares

163,100 sh

Holdings current value

$20.6K

Avg closing price

$0.12

Last action

Exited

2025Q3

Current —

BACBK OF AMERICA CORP

Financial Services·Banks - Diversified

0.40%

of portfolio

Number of shares

341,900 sh

Holdings current value

$16.2K

Avg closing price

$12.20

+338.6%

Last action

Exited

2025Q4

Current $53.51

CHYMCHIME FINL INC

Technology·Software - Application

0.40%

of portfolio

Number of shares

466,825 sh

Holdings current value

$16.1K

Avg closing price

$0.03

Last action

Exited

2025Q4

Current —

BMABANCO MACRO SAADR

Financial Services·Banks - Regional

0.38%

of portfolio

Number of shares

220,900 sh

Holdings current value

$15.5K

Avg closing price

$0.06

Last action

Exited

2025Q3

Current —

N62509109NEWAMSTERDAM PHARMA COMPANY

0.37%

of portfolio

Number of shares

832,175 sh

Holdings current value

$15.1K

Avg closing price

$0.03

Last action

Added

2025Q4

Current —

VKTXVIKING THERAPEUTICS INC

Healthcare·Biotechnology

0.36%

of portfolio

Number of shares

549,295 sh

Holdings current value

$14.6K

Avg closing price

$0.03

+133902.9%

Last action

Exited

2025Q3

Current $35.51

GGALGRUPO FINANCIERO GALICIA S.AADR

Financial Services·Banks - Regional

0.29%

of portfolio

Number of shares

231,481 sh

Holdings current value

$11.7K

Avg closing price

$17.18

Last action

Exited

2025Q3

Current —

BWXTBWX TECHNOLOGIES INC

Industrials·Aerospace & Defense

0.27%

of portfolio

Number of shares

76,475 sh

Holdings current value

$11.0K

Avg closing price

$0.11

+207097.8%

Last action

Exited

2025Q3

Current $230.80

G0896C103BBB FOODS INC

0.25%

of portfolio

Number of shares

360,550 sh

Holdings current value

$10.0K

Avg closing price

$0.03

Last action

Added

2025Q4

Current —

DHID R HORTON INC

Consumer Cyclical·Residential Construction

0.25%

of portfolio

Number of shares

77,400 sh

Holdings current value

$10.0K

Avg closing price

$28.53

+402.5%

Last action

Exited

2025Q4

Current $143.35

LENLENNAR CORP

Consumer Cyclical·Residential Construction

0.24%

of portfolio

Number of shares

89,900 sh

Holdings current value

$9.9K

Avg closing price

$25.32

Last action

Exited

2025Q4

Current —

BLDRBUILDERS FIRSTSOURCE INC

Industrials·Building Products & Equipment

0.24%

of portfolio

Number of shares

85,065 sh

Holdings current value

$9.9K

Avg closing price

$0.11

+74638.5%

Last action

Exited

2025Q3

Current $83.90

FCXFREEPORT-MCMORAN INC

Basic Materials·Copper

0.24%

of portfolio

Number of shares

224,800 sh

Holdings current value

$9.7K

Avg closing price

$2.56

+2568.9%

Last action

Exited

2025Q3

Current $68.28

CCCCCC INTELLIGENT SOLUTIONS HL

Technology·Software - Application

0.23%

of portfolio

Number of shares

1,007,944 sh

Holdings current value

$9.5K

Avg closing price

$0.54

+938.7%

Last action

Exited

2025Q3

Current $5.59

ELVNENLIVEN THERAPEUTICS INC

Healthcare·Biotechnology

0.23%

of portfolio

Number of shares

463,000 sh

Holdings current value

$9.3K

Avg closing price

$0.02

Last action

Exited

2025Q4

Current —

M3760D101ELBIT SYS LTD

0.20%

of portfolio

Number of shares

18,287 sh

Holdings current value

$8.2K

Avg closing price

$0.45

Last action

Exited

2025Q3

Current —

TMOTHERMO FISHER SCIENTIFIC INC

Healthcare·Diagnostics & Research

0.12%

of portfolio

Number of shares

12,200 sh

Holdings current value

$4.9K

Avg closing price

$0.41

+127152.9%

Last action

Exited

2025Q3

Current $516.00

DHRDANAHER CORPORATION

Healthcare·Diagnostics & Research

0.12%

of portfolio

Number of shares

24,700 sh

Holdings current value

$4.9K

Avg closing price

$0.25

+78003.6%

Last action

Exited

2025Q3

Current $193.78

CCCHEMOURS CO

Basic Materials·Specialty Chemicals

0.12%

of portfolio

Number of shares

421,800 sh

Holdings current value

$4.8K

Avg closing price

$0.01

+208354.8%

Last action

Exited

2025Q3

Current $23.87

G65163100JOBY AVIATION INC

0.01%

of portfolio

Number of shares

31,489 sh

Holdings current value

$332

Avg closing price

$0.01

Last action

Exited

2025Q3

Current —

Portfolio heatmap

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

Sector exposure

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

Healthcare10 pos$1.2M33.2%
Technology12 pos$806K22.7%
Consumer Cyclical8 pos$443K12.5%
Industrials9 pos$421K11.9%
Financial Services7 pos$205K5.8%
Communication Services3 pos$203K5.7%
Consumer Defensive1 pos$149K4.2%
Energy3 pos$127K3.6%
Basic Materials2 pos$15K0.4%

(9.4% unclassified, excluded from %)