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 · 2025Q4

Sector58 positions

NTRANATERA INC

Healthcare·Diagnostics & Research

12.80%

of portfolio

Avg buy

$2.57

2022Q3

Current

$196.11

Return

+7539.8%

Last action

Trimmed 21.9%

2025Q4

2,511,357 sh

$575.3K

XLFSELECT SECTOR SPDR TRETF

6.70%

of portfolio

Avg buy

$4.21

2016Q4

Current

—

Return

—

Last action

New holding

2025Q4

5,495,600 sh

$301.0K

INSMINSMED INC

Healthcare·Biotechnology

5.74%

of portfolio

Avg buy

$0.31

2020Q2

Current

—

Return

—

Last action

Trimmed 38.9%

2025Q4

1,481,752 sh

$257.9K

RSPINVESCO EXCHANGE TRADED FD TETF

5.00%

of portfolio

Avg buy

$0.19

2025Q4

Current

—

Return

—

Last action

New holding

2025Q4

1,173,925 sh

$224.9K

TEVATEVA PHARMACEUTICAL INDS LTDADR

Healthcare·Drug Manufacturers - Specialty & Generic

4.08%

of portfolio

Avg buy

$0.02

2024Q3

Current

$31.26

Return

+165176.1%

Last action

Trimmed 64.6%

2025Q4

5,874,870 sh

$183.4K

WWDWOODWARD INC

Industrials·Aerospace & Defense

3.97%

of portfolio

Avg buy

$0.15

2023Q4

Current

—

Return

—

Last action

Trimmed 6.6%

2025Q4

590,930 sh

$178.7K

AMZNAMAZON COM INC

Consumer Cyclical·Internet Retail

3.79%

of portfolio

Avg buy

$11.50

2016Q1

Current

$249.70

Return

+2071.7%

Last action

Added 68.8%

2025Q4

737,940 sh

$170.3K

TSMTAIWAN SEMICONDUCTOR MFG LTDADR

Technology·Semiconductors

3.67%

of portfolio

Avg buy

$0.18

2022Q3

Current

$363.35

Return

+206980.9%

Last action

Trimmed 29.0%

2025Q4

543,085 sh

$165.0K

CPNGCOUPANG INC

Consumer Cyclical·Internet Retail

3.55%

of portfolio

Avg buy

$18.21

2021Q1

Current

$21.49

Return

+18.0%

Last action

Added 46.2%

2025Q4

6,772,909 sh

$159.8K

GOOGLALPHABET INC

Communication Services·Internet Content & Information

2.68%

of portfolio

Avg buy

$52.32

2016Q1

Current

$336.02

Return

+542.2%

Last action

Added 276.7%

2025Q4

385,000 sh

$120.5K

SESEA LTDADR

Consumer Cyclical·Internet Retail

2.68%

of portfolio

Avg buy

$0.48

2019Q1

Current

$90.40

Return

+18539.3%

Last action

Added 244.3%

2025Q4

944,120 sh

$120.4K

EWZISHARES INCETF

2.51%

of portfolio

Avg buy

$1.57

2022Q1

Current

—

Return

—

Last action

New holding

2025Q4

3,552,575 sh

$112.9K

N62509109NEWAMSTERDAM PHARMA COMPANY

2.40%

of portfolio

Avg buy

$0.03

2024Q3

Current

—

Return

—

Last action

Added 59.6%

2025Q4

3,070,146 sh

$107.7K

MELIMERCADOLIBRE INC

Consumer Cyclical·Internet Retail

2.11%

of portfolio

Avg buy

$570.69

2018Q2

Current

$1822

Return

+219.3%

Last action

Trimmed 19.2%

2025Q4

47,149 sh

$95.0K

G0896C103BBB FOODS INC

1.99%

of portfolio

Avg buy

$0.03

2025Q2

Current

—

Return

—

Last action

Added 126.1%

2025Q4

2,675,152 sh

$89.3K

QSRRESTAURANT BRANDS INTL INC

Consumer Cyclical·Restaurants

1.84%

of portfolio

Avg buy

$0.07

2025Q2

Current

$77.61

Return

+117959.8%

Last action

Added 6.9%

2025Q4

1,209,000 sh

$82.5K

COGTCOGENT BIOSCIENCES INC

Healthcare·Biotechnology

1.75%

of portfolio

Avg buy

$0.03

2025Q3

Current

—

Return

—

Last action

Added 109.0%

2025Q4

2,214,470 sh

$78.7K

AAALCOA CORP

Basic Materials·Aluminum

1.63%

of portfolio

Avg buy

$23.12

2016Q4

Current

$70.41

Return

+204.5%

Last action

New holding

2025Q4

1,376,050 sh

$73.1K

ENTGENTEGRIS INC

Technology·Semiconductor Equipment & Materials

1.58%

of portfolio

Avg buy

$2.29

2022Q4

Current

$135.92

Return

+5836.3%

Last action

New holding

2025Q4

844,160 sh

$71.1K

DOCUDOCUSIGN INC

Technology·Software - Application

1.55%

of portfolio

Avg buy

$0.62

2019Q1

Current

$46.06

Return

+7364.2%

Last action

Trimmed 39.6%

2025Q4

1,019,085 sh

$69.7K

LSCCLATTICE SEMICONDUCTOR CORP

Technology·Semiconductors

1.52%

of portfolio

Avg buy

$0.07

2025Q4

Current

—

Return

—

Last action

New holding

2025Q4

925,970 sh

$68.1K

BEBLOOM ENERGY CORP

Industrials·Electrical Equipment & Parts

1.43%

of portfolio

Avg buy

$0.09

2025Q4

Current

$210.06

Return

+241653.8%

Last action

New holding

2025Q4

740,545 sh

$64.3K

WABWABTEC

Industrials·Railroads

1.43%

of portfolio

Avg buy

$0.18

2024Q1

Current

$255.50

Return

+140906.7%

Last action

Trimmed 0.8%

2025Q4

300,110 sh

$64.1K

ROKUROKU INC

Communication Services·Entertainment

1.41%

of portfolio

Avg buy

$0.08

2025Q1

Current

$111.87

Return

+139627.2%

Last action

Trimmed 29.1%

2025Q4

582,980 sh

$63.2K

FIGRFIGURE TECHNOLOGY SOLUTIO

Financial Services·Capital Markets

1.40%

of portfolio

Avg buy

$0.04

2025Q3

Current

—

Return

—

Last action

Trimmed 27.3%

2025Q4

1,539,785 sh

$62.9K

G25508105CRH PLC

1.32%

of portfolio

Avg buy

$0.11

2024Q3

Current

—

Return

—

Last action

Added 20.6%

2025Q4

474,955 sh

$59.3K

OPCHOPTION CARE HEALTH INC

Healthcare·Medical Care Facilities

1.24%

of portfolio

Avg buy

$0.61

2020Q4

Current

—

Return

—

Last action

Added 78.6%

2025Q4

1,745,950 sh

$55.6K

EEMISHARES TRETF

1.10%

of portfolio

Avg buy

$42.73

2016Q1

Current

—

Return

—

Last action

Trimmed 52.5%

2025Q4

902,500 sh

$49.4K

DALDELTA AIR LINES INC DEL

Industrials·Airlines

1.01%

of portfolio

Avg buy

$9.09

2017Q2

Current

$69.89

Return

+669.3%

Last action

New holding

2025Q4

650,910 sh

$45.2K

UALUNITED AIRLS HLDGS INC

Industrials·Airlines

0.87%

of portfolio

Avg buy

$16.67

2017Q1

Current

—

Return

—

Last action

New holding

2025Q4

348,400 sh

$39.0K

STUBSTUBHUB HLDGS INC

Communication Services·Internet Content & Information

0.69%

of portfolio

Avg buy

$0.02

2025Q3

Current

—

Return

—

Last action

Trimmed 45.9%

2025Q4

2,305,751 sh

$31.2K

ONON SEMICONDUCTOR CORP

Technology·Semiconductors

0.65%

of portfolio

Avg buy

$0.05

2025Q4

Current

$79.93

Return

+147510.9%

Last action

New holding

2025Q4

536,260 sh

$29.0K

G3643J108FLUTTER ENTMT PLC

0.55%

of portfolio

Avg buy

$0.22

2024Q2

Current

—

Return

—

Last action

Trimmed 71.6%

2025Q3

115,245 sh

$24.8K

PCTPURECYCLE TECHNOLOGIES INC

Industrials·Pollution & Treatment Controls

0.55%

of portfolio

Avg buy

$0.01

2024Q4

Current

—

Return

—

Last action

Added 25.0%

2025Q4

2,878,434 sh

$24.7K

AEVAAEVA TECHNOLOGIES INC

Technology·Software - Infrastructure

0.54%

of portfolio

Avg buy

$0.01

2025Q3

Current

—

Return

—

Last action

Trimmed 0.8%

2025Q4

1,824,862 sh

$24.2K

GSGOLDMAN SACHS GROUP INC

Financial Services·Capital Markets

0.54%

of portfolio

Avg buy

$0.71

2025Q2

Current

$900.00

Return

+127061.4%

Last action

New holding

2025Q4

27,500 sh

$24.2K

CLFCLEVELAND-CLIFFS INC NEW

Basic Materials·Steel

0.52%

of portfolio

Avg buy

$0.01

2025Q3

Current

$9.72

Return

+79573.2%

Last action

Trimmed 35.7%

2025Q4

1,745,655 sh

$23.2K

YPFYPF SOCIEDAD ANONIMAADR

Energy·Oil & Gas Integrated

0.49%

of portfolio

Avg buy

$0.04

2024Q2

Current

—

Return

—

Last action

Added 429.2%

2025Q4

606,990 sh

$21.9K

STMSTMICROELECTRONICS N VNYR

Technology·Semiconductors

0.45%

of portfolio

Avg buy

$0.03

2025Q4

Current

—

Return

—

Last action

New holding

2025Q4

773,555 sh

$20.1K

UUNITY SOFTWARE INC

Technology·Software - Application

0.40%

of portfolio

Avg buy

$0.02

2025Q2

Current

$25.93

Return

+107048.8%

Last action

Trimmed 53.5%

2025Q4

410,020 sh

$18.1K

SCCOSOUTHERN COPPER CORP

Basic Materials·Copper

0.39%

of portfolio

Avg buy

$0.14

2025Q4

Current

—

Return

—

Last action

New holding

2025Q4

120,817 sh

$17.3K

DAKTDAKTRONICS INC

Technology·Electronic Components

0.38%

of portfolio

Avg buy

$0.01

2024Q1

Current

—

Return

—

Last action

Trimmed 40.6%

2025Q4

852,960 sh

$16.9K

RHRH

Consumer Cyclical·Specialty Retail

0.35%

of portfolio

Avg buy

$0.18

2025Q4

Current

—

Return

—

Last action

New holding

2025Q4

88,200 sh

$15.8K

CMGCHIPOTLE MEXICAN GRILL INC

Consumer Cyclical·Restaurants

0.32%

of portfolio

Avg buy

$0.04

2025Q3

Current

$35.08

Return

+91488.2%

Last action

Added 68.1%

2025Q4

391,930 sh

$14.5K

PTGXPROTAGONIST THERAPEUTICS INC

Healthcare·Biotechnology

0.31%

of portfolio

Avg buy

$0.07

2025Q3

Current

—

Return

—

Last action

New holding

2025Q3

159,700 sh

$13.9K

ZZILLOW GROUP INC

Communication Services·Internet Content & Information

0.29%

of portfolio

Avg buy

$40.46

2019Q2

Current

$44.08

Return

+9.0%

Last action

New holding

2025Q4

192,640 sh

$13.1K

CDTXCIDARA THERAPEUTICS INC

0.24%

of portfolio

Avg buy

$0.22

2025Q4

Current

—

Return

—

Last action

New holding

2025Q4

49,495 sh

$10.9K

PMPHILIP MORRIS INTL INC

Consumer Defensive·Tobacco

0.24%

of portfolio

Avg buy

$40.32

2016Q1

Current

$156.24

Return

+287.5%

Last action

New holding

2025Q4

67,400 sh

$10.8K

AALAMERICAN AIRLS GROUP INC

Industrials·Airlines

0.22%

of portfolio

Avg buy

$5.13

2017Q1

Current

$12.27

Return

+139.3%

Last action

New holding

2025Q4

639,785 sh

$9.8K

AGXARGAN INC

Industrials·Engineering & Construction

0.21%

of portfolio

Avg buy

$0.31

2025Q4

Current

—

Return

—

Last action

New holding

2025Q4

30,000 sh

$9.4K

DASHDOORDASH INC

Consumer Cyclical·Internet Retail

0.18%

of portfolio

Avg buy

$0.08

2023Q2

Current

$179.33

Return

+234568.1%

Last action

New holding

2025Q4

35,900 sh

$8.1K

PGNYPROGYNY INC

Healthcare·Healthcare Plans

0.17%

of portfolio

Avg buy

$0.03

2025Q4

Current

$17.93

Return

+69716.8%

Last action

New holding

2025Q4

295,115 sh

$7.6K

SATSECHOSTAR CORP

Communication Services·Telecom Services

0.15%

of portfolio

Avg buy

$0.08

2025Q3

Current

—

Return

—

Last action

New holding

2025Q3

60,765 sh

$6.6K

ADMAADMA BIOLOGICS INC

Healthcare·Biotechnology

0.10%

of portfolio

Avg buy

$0.02

2025Q4

Current

$10.74

Return

+58783.2%

Last action

New holding

2025Q4

252,200 sh

$4.6K

ALMALMONTY INDS INC

Basic Materials·Other Industrial Metals & Mining

0.09%

of portfolio

Avg buy

$0.01

2025Q4

Current

—

Return

—

Last action

New holding

2025Q4

469,880 sh

$4.1K

WOLFWOLFSPEED INC

Technology·Semiconductors

0.07%

of portfolio

Avg buy

$0.02

2025Q4

Current

—

Return

—

Last action

New holding

2025Q4

186,900 sh

$3.3K

Y95308105WAVE LIFE SCIENCES LTD

0.07%

of portfolio

Avg buy

$0.02

2025Q4

Current

—

Return

—

Last action

New holding

2025Q4

173,000 sh

$2.9K

NPNEPTUNE INS HLDGS INC

Financial Services·Insurance Brokers

0.01%

of portfolio

Avg buy

$0.03

2025Q4

Current

—

Return

—

Last action

New holding

2025Q4

20,000 sh

$583

Portfolio heatmap

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

Sector exposure

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

Healthcare8 pos$1.2M36.4%
Consumer Cyclical8 pos$666K20.6%
Technology10 pos$486K15.0%
Industrials8 pos$435K13.4%
Communication Services5 pos$235K7.3%
Basic Materials4 pos$118K3.6%
Financial Services3 pos$88K2.7%
Energy1 pos$22K0.7%
Consumer Defensive1 pos$11K0.3%

(23.3% unclassified, excluded from %)