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 2025Q2 — net new, added, trimmed, exited.
New positions31 names
- ENTGENTEGRIS INC+1,645,885$133K
- MSFTMICROSOFT CORP+200,930$100K
- WBDWARNER BROS DISCOVERY INC+6,537,160$75K
- CCITIGROUP INC+666,300$57K
- XLFSELECT SECTOR SPDR TR+985,300$52K
- QSRRESTAURANT BRANDS INTL INC+751,010$50K
- SESEA LTD+309,730$50K
- NUNU HLDGS LTD+3,415,365$47K
- UUNITY SOFTWARE INC+1,774,050$43K
- CRSCARPENTER TECHNOLOGY CORP+126,635$35K
- GLWCORNING INC+623,145$33K
- GSGOLDMAN SACHS GROUP INC+42,000$30K
- + 19 more…
Added to13 names
- INSMINSMED INC+884,385$89K
- ROKUROKU INC+606,900$53K
- TSMTAIWAN SEMICONDUCTOR MFG LTD+166,305$38K
- EQTEQT CORP+393,355$23K
- DALDELTA AIR LINES INC DEL+448,375$22K
- TEVATEVA PHARMACEUTICAL INDS LTD+1,089,185$18K
- APPAPPLOVIN CORP+49,258$17K
- DOCUDOCUSIGN INC+215,785$17K
- G3643JFLUTTER ENTMT PLC+27,845$8K
- LLYLILLY ELI & CO+5,845$5K
- UALUNITED AIRLS HLDGS INC+8,435$672
- N62509NEWAMSTERDAM PHARMA COMPANY+31,815$576
- + 1 more…
Trimmed18 names
- CPNGCOUPANG INC−5,197,210$156K
- COHRCOHERENT CORP−1,064,230$95K
- WWDWOODWARD INC−248,840$61K
- NTRANATERA INC−317,140$54K
- PMPHILIP MORRIS INTL INC−289,293$53K
- CCCCCC INTELLIGENT SOLUTIONS HL−4,587,095$43K
- YPFYPF SOCIEDAD ANONIMA−1,371,395$43K
- BCSBARCLAYS PLC−2,267,355$42K
- FCXFREEPORT-MCMORAN INC−793,305$34K
- WABWABTEC−130,585$27K
- TWLOTWILIO INC−161,680$20K
- KMIKINDER MORGAN INC DEL−582,450$17K
- + 6 more…
Exited15 names
- COFCAPITAL ONE FINL CORP−197,670$35K
- 85205LSPRINGWORKS THERAPEUTICS INC−615,929$27K
- AMZNAMAZON COM INC−136,765$26K
- ASNDASCENDIS PHARMA A/S−158,720$25K
- BNBROOKFIELD CORP−315,925$17K
- TECKTECK RESOURCES LTD−431,545$16K
- BBIOBRIDGEBIO PHARMA INC−438,050$15K
- Y2573FFLEX LTD−348,900$12K
- EXECHESAPEAKE ENERGY CORP−97,700$11K
- ARANTERO RESOURCES CORP−258,400$10K
- PIIMPINJ INC−108,475$10K
- TSLATESLA INC−18,838$5K
- + 3 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
