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Built from publicly disclosed institutional and insider activity. Informational purposes only - not investment advice.OpenStocks · v0.1
Logos by elbstream.com
  1. Home/
  2. Super Investors/
  3. Stanley Druckenmiller (Duquesne)
  • Overview
  • Portfolio58
  • Performance40Q
  • Options4
  • Activity2.3k
  • News
Family Office · CIK 0001536411

Stanley Druckenmiller

Duquesne
Share
  • Healthcare Specialist
  • Mid-Size Fund

Stanley Druckenmiller runs Duquesne, a family office overseeing $4.22B 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 57.4% over the past year. OpenStocks tracks 40 consecutive quarterly snapshots for this manager — every position change, new entry, and exit is logged below.

Track Stanley's filingsView holdings↓
Portfolio
$4.22B
Positions
58
Quarter
2025Q4
Filings tracked
40
1Y+57.4%Since filing+185.4%Full performance →
Quarter
2025Q42025Q32025Q22025Q12024Q42024Q32024Q22024Q12023Q42023Q32023Q22023Q1

Holdings

Sorted by value · 2023Q2
53 positions
1
NVDANVIDIA CORPORATION
Technology·Semiconductors
13.98%
of portfolio
Number of shares
950,075 sh
Holdings current value
$401.90M
Avg closing price
$196.01
+2.9%
Last action
Exited
2024Q3
Current $201.68
2
CPNGCOUPANG INC
Consumer Cyclical·Internet Retail
12.65%
of portfolio
Number of shares
20,903,865 sh
Holdings current value
$363.73M
Avg closing price
$30.64
-29.7%
Last action
Added 11.4%
2025Q4
Current $21.55
3
MSFTMICROSOFT CORP
Technology·Software - Infrastructure
9.82%
of portfolio
Number of shares
828,960 sh
Holdings current value
$282.29M
Avg closing price
$452.89
-6.6%
Last action
Exited
2025Q3
Current $422.79
4
LLYLILLY ELI & CO
Healthcare·Drug Manufacturers - General
8.75%
of portfolio
Number of shares
536,445 sh
Holdings current value
$251.58M
Avg closing price
$524.25
+76.8%
Last action
Exited
2025Q3
Current $927.03
5
LWLAMB WESTON HLDGS INC
Consumer Defensive·Packaged Foods
8.26%
of portfolio
Number of shares
2,066,610 sh
Holdings current value
$237.56M
Avg closing price
$87.31
-48.7%
Last action
Exited
2024Q1
Current $44.82
6
TMUST-MOBILE US INC
Communication Services·Telecom Services
5.70%
of portfolio
Number of shares
1,179,562 sh
Holdings current value
$163.84M
Avg closing price
$125.64
+57.3%
Last action
Exited
2023Q4
Current $197.67
7
TECKTECK RESOURCES LTD
Basic Materials·Other Industrial Metals & Mining
5.00%
of portfolio
Number of shares
3,416,742 sh
Holdings current value
$143.85M
Avg closing price
$37.58
+58.0%
Last action
Exited
2025Q2
Current $59.38
8
OPCHOPTION CARE HEALTH INC
Healthcare·Medical Care Facilities
4.96%
of portfolio
Number of shares
4,391,174 sh
Holdings current value
$142.67M
Avg closing price
$30.13
-4.3%
Last action
Added 21.2%
2025Q4
Current $28.82
9
NWSANEWS CORP NEW
Communication Services·Entertainment
3.07%
of portfolio
Number of shares
4,524,525 sh
Holdings current value
$88.23M
Avg closing price
$18.24
+42.6%
Last action
Exited
2024Q3
Current $26.01
10
GEGENERAL ELECTRIC CO
Industrials·Aerospace & Defense
2.81%
of portfolio
Number of shares
736,095 sh
Holdings current value
$80.86M
Avg closing price
$118.86
+155.9%
Last action
Exited
2024Q2
Current $304.13
11
TSMTAIWAN SEMICONDUCTOR MFG LTDADR
Technology·Semiconductors
1.71%
of portfolio
Number of shares
486,190 sh
Holdings current value
$49.07M
Avg closing price
$175.46
+111.2%
Last action
Trimmed 31.3%
2025Q4
Current $370.50
12
IQVIQVIA HLDGS INC
Healthcare·Diagnostics & Research
1.55%
of portfolio
Number of shares
198,760 sh
Holdings current value
$44.67M
Avg closing price
$179.72
-1.8%
Last action
Exited
2025Q1
Current $176.46
13
NTRANATERA INC
Healthcare·Diagnostics & Research
1.51%
of portfolio
Number of shares
893,030 sh
Holdings current value
$43.45M
Avg closing price
$98.78
+111.0%
Last action
Trimmed 44.1%
2025Q4
Current $208.40
14
BLDRBUILDERS FIRSTSOURCE INC
Industrials·Building Products & Equipment
1.47%
of portfolio
Number of shares
310,300 sh
Holdings current value
$42.20M
Avg closing price
$112.26
-21.2%
Last action
Exited
2025Q3
Current $88.50
15
PTCPTC INC
Technology·Software - Application
1.35%
of portfolio
Number of shares
273,434 sh
Holdings current value
$38.91M
Avg closing price
$52.55
+165.9%
Last action
Exited
2023Q3
Current $139.74
16
CVXCHEVRON CORP NEW
Energy·Oil & Gas Integrated
1.22%
of portfolio
Number of shares
223,500 sh
Holdings current value
$35.17M
Avg closing price
$152.29
+20.8%
Last action
Exited
2024Q1
Current $183.99
17
KBRKBR INC
Industrials·Engineering & Construction
1.14%
of portfolio
Number of shares
505,658 sh
Holdings current value
$32.90M
Avg closing price
$50.38
-27.7%
Last action
Exited
2024Q2
Current $36.42
18
ORCLORACLE CORP
Technology·Software - Infrastructure
1.12%
of portfolio
Number of shares
271,265 sh
Holdings current value
$32.30M
Avg closing price
$119.09
+47.0%
Last action
Exited
2023Q3
Current $175.06
19
VRTVERTIV HOLDINGS CO
Industrials·Electrical Equipment & Parts
1.06%
of portfolio
Number of shares
1,233,755 sh
Holdings current value
$30.56M
Avg closing price
$24.90
+1134.4%
Last action
Exited
2024Q2
Current $307.34
20
AMZNAMAZON COM INC
Consumer Cyclical·Internet Retail
0.99%
of portfolio
Number of shares
218,380 sh
Holdings current value
$28.47M
Avg closing price
$226.61
+10.6%
Last action
Added
2025Q4
Current $250.56
21
CCJCAMECO CORP
Energy·Uranium
0.95%
of portfolio
Number of shares
869,740 sh
Holdings current value
$27.25M
Avg closing price
$30.56
+294.9%
Last action
Exited
2024Q2
Current $120.66
22
SGITEMPUR SEALY INTL INC
Consumer Cyclical·Furnishings, Fixtures & Appliances
0.73%
of portfolio
Number of shares
525,050 sh
Holdings current value
$21.04M
Avg closing price
$46.80
+81.6%
Last action
Exited
2024Q3
Current $85.01
23
WCCWESCO INTL INC
Industrials·Industrial Distribution
0.73%
of portfolio
Number of shares
116,900 sh
Holdings current value
$20.93M
Avg closing price
$179.06
+78.2%
Last action
Exited
2023Q3
Current $319.06
24
SKAASKECHERS U S A INC
0.68%
of portfolio
Number of shares
371,125 sh
Holdings current value
$19.54M
Avg closing price
$60.43
Last action
Exited
2025Q1
Current —
25
MRVLMARVELL TECHNOLOGY INC
Technology·Semiconductors
0.65%
of portfolio
Number of shares
314,320 sh
Holdings current value
$18.79M
Avg closing price
$59.71
+133.9%
Last action
Exited
2024Q2
Current $139.69
26
CDNSCADENCE DESIGN SYSTEM INC
Technology·Software - Application
0.62%
of portfolio
Number of shares
75,395 sh
Holdings current value
$17.68M
Avg closing price
$234.52
+32.6%
Last action
Exited
2023Q3
Current $311.03
27
DASHDOORDASH INC
Consumer Cyclical·Internet Retail
0.55%
of portfolio
Number of shares
206,900 sh
Holdings current value
$15.81M
Avg closing price
$76.42
+140.6%
Last action
New holding
2025Q4
Current $183.89
28
METAMETA PLATFORMS INC
Communication Services·Internet Content & Information
0.55%
of portfolio
Number of shares
54,665 sh
Holdings current value
$15.69M
Avg closing price
$269.13
+155.8%
Last action
Exited
2025Q4
Current $688.55
29
H42097107UBS GROUP AG
0.53%
of portfolio
Number of shares
759,500 sh
Holdings current value
$15.37M
Avg closing price
$23.93
Last action
Exited
2024Q1
Current —
30
ANETEURARISTA NETWORKS INC
0.53%
of portfolio
Number of shares
93,980 sh
Holdings current value
$15.23M
Avg closing price
$244.51
Last action
Exited
2024Q3
Current —
31
NWSNEWS CORP NEW
Communication Services·Entertainment
0.50%
of portfolio
Number of shares
730,700 sh
Holdings current value
$14.41M
Avg closing price
$19.20
+56.0%
Last action
Exited
2024Q3
Current $29.96
32
MUMICRON TECHNOLOGY INC
Technology·Semiconductors
0.49%
of portfolio
Number of shares
222,200 sh
Holdings current value
$14.02M
Avg closing price
$66.91
+580.1%
Last action
Exited
2025Q1
Current $455.07
33
WRBYWARBY PARKER INC
Healthcare·Medical Instruments & Supplies
0.43%
of portfolio
Number of shares
1,064,139 sh
Holdings current value
$12.44M
Avg closing price
$11.02
+125.6%
Last action
Exited
2024Q1
Current $24.86
34
CHTRCHARTER COMMUNICATIONS INC N
Communication Services·Telecom Services
0.38%
of portfolio
Number of shares
29,500 sh
Holdings current value
$10.84M
Avg closing price
$367.36
-35.6%
Last action
Exited
2023Q3
Current $236.62
35
VNOVORNADO RLTY TRREIT
Real Estate·REIT - Office
0.38%
of portfolio
Number of shares
594,400 sh
Holdings current value
$10.78M
Avg closing price
$18.14
+61.4%
Last action
Exited
2023Q3
Current $29.28
36
98156Q108WORLD WRESTLING ENTMT INC
0.37%
of portfolio
Number of shares
98,365 sh
Holdings current value
$10.67M
Avg closing price
$108.47
Last action
Exited
2023Q3
Current —
37
RXRXRECURSION PHARMACEUTICALS IN
Healthcare·Biotechnology
0.36%
of portfolio
Number of shares
1,385,950 sh
Holdings current value
$10.35M
Avg closing price
$12.93
-70.8%
Last action
Exited
2024Q1
Current $3.78
38
ILMNILLUMINA INC
Healthcare·Diagnostics & Research
0.36%
of portfolio
Number of shares
54,885 sh
Holdings current value
$10.29M
Avg closing price
$133.12
+1.0%
Last action
Exited
2025Q3
Current $134.50
39
CPCANADIAN PACIFIC KANSAS CITY
Industrials·Railroads
0.35%
of portfolio
Number of shares
123,600 sh
Holdings current value
$9.99M
Avg closing price
$80.79
+0.9%
Last action
Exited
2024Q1
Current $81.48
40
OPENOPENDOOR TECHNOLOGIES INC
Real Estate·Real Estate Services
0.22%
of portfolio
Number of shares
1,538,085 sh
Holdings current value
$6.18M
Avg closing price
$4.85
+9.0%
Last action
Exited
2023Q4
Current $5.29
41
G4701H109IHS HOLDING LIMITED
0.21%
of portfolio
Number of shares
770,310 sh
Holdings current value
$6.03M
Avg closing price
$11.28
Last action
Exited
2024Q4
Current —
42
FULFULLER H B CO
Basic Materials·Specialty Chemicals
0.19%
of portfolio
Number of shares
75,500 sh
Holdings current value
$5.40M
Avg closing price
$71.51
-9.9%
Last action
Exited
2023Q3
Current $64.43
43
CSLCARLISLE COS INC
Industrials·Building Products & Equipment
0.19%
of portfolio
Number of shares
20,800 sh
Holdings current value
$5.34M
Avg closing price
$256.54
+41.0%
Last action
Exited
2023Q3
Current $361.70
44
RPMRPM INTL INC
Basic Materials·Specialty Chemicals
0.18%
of portfolio
Number of shares
59,000 sh
Holdings current value
$5.29M
Avg closing price
$89.73
+22.4%
Last action
Exited
2023Q3
Current $109.81
45
JJACOBS SOLUTIONS INC
Industrials·Engineering & Construction
0.18%
of portfolio
Number of shares
43,400 sh
Holdings current value
$5.16M
Avg closing price
$126.23
+2.1%
Last action
Exited
2023Q4
Current $128.93
46
FSLRFIRST SOLAR INC
Technology·Solar
0.16%
of portfolio
Number of shares
24,725 sh
Holdings current value
$4.70M
Avg closing price
$98.92
+92.5%
Last action
Exited
2023Q3
Current $190.44
47
ABCLABCELLERA BIOLOGICS INC
Healthcare·Biotechnology
0.15%
of portfolio
Number of shares
659,750 sh
Holdings current value
$4.26M
Avg closing price
$40.24
-90.0%
Last action
Exited
2024Q1
Current $4.01
48
CCCCCC INTELLIGENT SOLUTIONS HL
Technology·Software - Application
0.11%
of portfolio
Number of shares
281,879 sh
Holdings current value
$3.16M
Avg closing price
$9.10
-38.1%
Last action
Exited
2025Q3
Current $5.64
49
ACADACADIA PHARMACEUTICALS INC
Healthcare·Biotechnology
0.06%
of portfolio
Number of shares
74,400 sh
Holdings current value
$1.78M
Avg closing price
$16.61
+33.5%
Last action
Exited
2023Q3
Current $22.17
50
COMPCOMPASS INC
Real Estate·Real Estate Services
0.05%
of portfolio
Number of shares
399,100 sh
Holdings current value
$1.40M
Avg closing price
$9.09
-10.5%
Last action
Exited
2023Q4
Current $8.14
51
GROVGROVE COLLABORATIVE HOLD INC
0.01%
of portfolio
Number of shares
196,571 sh
Holdings current value
$348.0K
Avg closing price
$1.77
-24.9%
Last action
Exited
2023Q3
Current $1.33
52
G65163100JOBY AVIATION INC
0.00%
of portfolio
Number of shares
11,246 sh
Holdings current value
$115.0K
Avg closing price
$6.18
Last action
Exited
2025Q3
Current —
53
SNSEEURSENSEI BIOTHERAPEUTICS INC
0.00%
of portfolio
Number of shares
100,000 sh
Holdings current value
$114.0K
Avg closing price
$10.52
Last action
Exited
2024Q1
Current —

Portfolio heatmap

Box size = % of portfolio · color = return since filing
NVDA
13.98% · -52.3%
CPNG
12.65% · +23.9%
MSFT
9.82% · +24.2%
LLY
8.75% · +97.7%
LW
8.26% · -61.0%
TMUS
5.70% · +42.3%
TECK
5.00% · +41.0%
OPCH
4.96% · -11.3%
NWSA
3.07% · +33.4%
GE
2.81% · +176.9%
TSM
1.71% · +267.1%
IQV
1.55% · -21.5%
NTRA
1.51% · +328.3%
BLDR
1.47% · -34.9%
PTC
1.35% · -1.8%
CVX
1.22% · +16.9%
KBR
1.14% · -44.0%
ORCL
1.12% · +47.0%
VRT
1.06% · +1140.8%
AMZN
0.99% · +92.2%
CCJ
0.95% · +285.1%
SGI
0.73% · +112.2%
WCC
0.73% · +78.2%
SKAA
0.68%

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.
  • Technology10 pos$862.8M30.7%
  • Healthcare9 pos$521.5M18.6%
  • Consumer Cyclical4 pos$429.0M15.3%
  • Communication Services5 pos$293.0M10.4%
  • Consumer Defensive1 pos$237.6M8.5%
  • Industrials8 pos$227.9M8.1%
  • Basic Materials3 pos$154.5M5.5%
  • Energy2 pos$62.4M2.2%
  • Real Estate3 pos$18.4M0.7%
(2.3% unclassified, excluded from %)