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 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 210.5% since 2016Q1. OpenStocks tracks 40 consecutive quarterly snapshots for this manager — every position change, new entry, and exit is logged below.
Portfolio
$4.49M
Positions
58
Quarter
2025Q4
Filings tracked
40
Capital flow per quarter
BuysSellsNet
Latest · 2025Q4
-$225K
Lifetime buys
$1.70B
Lifetime sells
$2.34B
Quarter activity
What changed in 2024Q4 — net new, added, trimmed, exited.
New positions21 names
- UALUNITED AIRLS HLDGS INC+1,043,805$101K
- SKAASKECHERS U S A INC+1,074,840$72K
- AMZNAMAZON COM INC+328,400$72K
- SLMSLM CORP+2,520,275$70K
- DALDELTA AIR LINES INC DEL+817,740$49K
- WBDWARNER BROS DISCOVERY INC+4,657,650$49K
- LLYLILLY ELI & CO+62,190$48K
- BNBROOKFIELD CORP+610,225$35K
- MUMICRON TECHNOLOGY INC+408,885$34K
- BWXTBWX TECHNOLOGIES INC+299,171$33K
- PCTPURECYCLE TECHNOLOGIES INC+1,592,500$16K
- AALAMERICAN AIRLS GROUP INC+919,928$16K
- + 9 more…
Added to23 names
- TEVATEVA PHARMACEUTICAL INDS LTD+7,569,450$167K
- YPFYPF SOCIEDAD ANONIMA+1,257,616$53K
- INSMINSMED INC+573,470$40K
- USX1UNITED STATES STL CORP NEW+946,950$32K
- WWDWOODWARD INC+168,035$28K
- PMPHILIP MORRIS INTL INC+217,620$26K
- GEVGE VERNOVA LLC+70,500$23K
- ARGTGLOBAL X FDS+266,800$22K
- WDCWESTERN DIGITAL CORP.+345,755$21K
- ARMARM HOLDINGS PLC+156,784$19K
- WABWABTEC+100,410$19K
- BCSBARCLAYS PLC+1,179,100$16K
- + 11 more…
Trimmed15 names
- KRESPDR SER TR−1,499,185$90K
- G3643JFLUTTER ENTMT PLC−242,853$63K
- CPNGCOUPANG INC−2,793,443$61K
- DFSEURDISCOVER FINL SVCS−137,895$24K
- TECKTECK RESOURCES LTD−585,540$24K
- FCXFREEPORT-MCMORAN INC−618,030$24K
- CCITIGROUP INC−254,745$18K
- COHRCOHERENT CORP−157,600$15K
- VSTVISTRA CORP−108,000$15K
- KMIKINDER MORGAN INC DEL−386,700$11K
- CRNXCRINETICS PHARMACEUTICALS IN−186,300$10K
- WULFTERAWULF INC−1,472,226$8K
- + 3 more…
Exited19 names
- AVGOBROADCOM INC−239,980$41K
- MAAMID-AMER APT CMNTYS INC−238,720$38K
- CPTCAMDEN PPTY TR−290,915$36K
- CNMCORE & MAIN INC−475,195$21K
- MSFTMICROSOFT CORP−43,095$19K
- ADBEADOBE SYSTEMS INCORPORATED−34,495$18K
- G25508CRH PLC−162,500$15K
- H1467JCHUBB LIMITED−34,800$10K
- ADSKAUTODESK INC−36,400$10K
- MTBM & T BK CORP−56,200$10K
- CFGCITIZENS FINL GROUP INC−238,600$10K
- SPRYSILVERBACK THERAPEUTICS INC−536,900$8K
- + 7 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