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Built from publicly disclosed institutional and insider activity. Informational purposes only - not investment advice.OpenStocks · v0.1
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  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 · 2023Q3
41 positions
1
NVDANVIDIA CORPORATION
Technology·Semiconductors
13.65%
of portfolio
Number of shares
874,656 sh
Holdings current value
$380.47M
Avg closing price
$196.01
+2.9%
Last action
Exited
2024Q3
Current $201.68
2
CPNGCOUPANG INC
Consumer Cyclical·Internet Retail
12.75%
of portfolio
Number of shares
20,903,865 sh
Holdings current value
$355.37M
Avg closing price
$30.64
-29.7%
Last action
Added 11.4%
2025Q4
Current $21.55
3
MSFTMICROSOFT CORP
Technology·Software - Infrastructure
11.53%
of portfolio
Number of shares
1,017,260 sh
Holdings current value
$321.20M
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
454,115 sh
Holdings current value
$243.92M
Avg closing price
$524.25
+76.8%
Last action
Exited
2025Q3
Current $927.03
5
TECKTECK RESOURCES LTD
Basic Materials·Other Industrial Metals & Mining
6.35%
of portfolio
Number of shares
4,105,677 sh
Holdings current value
$176.93M
Avg closing price
$37.58
+58.0%
Last action
Exited
2025Q2
Current $59.38
6
LWLAMB WESTON HLDGS INC
Consumer Defensive·Packaged Foods
6.06%
of portfolio
Number of shares
1,826,090 sh
Holdings current value
$168.84M
Avg closing price
$87.31
-48.7%
Last action
Exited
2024Q1
Current $44.82
7
GOOGLALPHABET INC
Communication Services·Internet Content & Information
3.94%
of portfolio
Number of shares
838,375 sh
Holdings current value
$109.71M
Avg closing price
$316.52
+7.9%
Last action
Added 50.9%
2025Q4
Current $341.68
8
TMUST-MOBILE US INC
Communication Services·Telecom Services
3.80%
of portfolio
Number of shares
756,675 sh
Holdings current value
$105.97M
Avg closing price
$125.64
+57.3%
Last action
Exited
2023Q4
Current $197.67
9
NWSANEWS CORP NEW
Communication Services·Entertainment
3.43%
of portfolio
Number of shares
4,772,025 sh
Holdings current value
$95.73M
Avg closing price
$18.24
+42.6%
Last action
Exited
2024Q3
Current $26.01
10
GEGENERAL ELECTRIC CO
Industrials·Aerospace & Defense
2.92%
of portfolio
Number of shares
736,095 sh
Holdings current value
$81.38M
Avg closing price
$118.86
+155.9%
Last action
Exited
2024Q2
Current $304.13
11
VRTVERTIV HOLDINGS CO
Industrials·Electrical Equipment & Parts
2.52%
of portfolio
Number of shares
1,886,250 sh
Holdings current value
$70.17M
Avg closing price
$24.90
+1134.4%
Last action
Exited
2024Q2
Current $307.34
12
VSTVISTRA CORP
Utilities·Utilities - Independent Power Producers
2.37%
of portfolio
Number of shares
1,988,561 sh
Holdings current value
$65.98M
Avg closing price
$37.32
+338.0%
Last action
Exited
2025Q4
Current $163.46
13
CVXCHEVRON CORP NEW
Energy·Oil & Gas Integrated
2.33%
of portfolio
Number of shares
384,595 sh
Holdings current value
$64.85M
Avg closing price
$152.29
+20.8%
Last action
Exited
2024Q1
Current $183.99
14
G7997R103SEAGATE TECHNOLOGY HLDNGS PL
2.17%
of portfolio
Number of shares
915,043 sh
Holdings current value
$60.35M
Avg closing price
$81.71
Last action
Exited
2025Q4
Current —
15
BLDRBUILDERS FIRSTSOURCE INC
Industrials·Building Products & Equipment
2.06%
of portfolio
Number of shares
460,755 sh
Holdings current value
$57.36M
Avg closing price
$112.26
-21.2%
Last action
Exited
2025Q3
Current $88.50
16
H42097107UBS GROUP AG
1.94%
of portfolio
Number of shares
2,183,445 sh
Holdings current value
$54.06M
Avg closing price
$23.93
Last action
Exited
2024Q1
Current —
17
AVGOBROADCOM INC
Technology·Semiconductors
1.55%
of portfolio
Number of shares
51,956 sh
Holdings current value
$43.15M
Avg closing price
$314.98
+29.1%
Last action
Exited
2025Q3
Current $406.54
18
NTRANATERA INC
Healthcare·Diagnostics & Research
1.42%
of portfolio
Number of shares
893,030 sh
Holdings current value
$39.52M
Avg closing price
$98.78
+111.0%
Last action
Trimmed 44.1%
2025Q4
Current $208.40
19
OPCHOPTION CARE HEALTH INC
Healthcare·Medical Care Facilities
1.40%
of portfolio
Number of shares
1,205,350 sh
Holdings current value
$38.99M
Avg closing price
$30.13
-4.3%
Last action
Added 175.8%
2025Q4
Current $28.82
20
CCJCAMECO CORP
Energy·Uranium
1.24%
of portfolio
Number of shares
869,740 sh
Holdings current value
$34.48M
Avg closing price
$30.56
+294.9%
Last action
Exited
2024Q2
Current $120.66
21
KBRKBR INC
Industrials·Engineering & Construction
1.07%
of portfolio
Number of shares
505,658 sh
Holdings current value
$29.80M
Avg closing price
$50.38
-27.7%
Last action
Exited
2024Q2
Current $36.42
22
BABAALIBABA GROUP HLDG LTDADR
Consumer Cyclical·Internet Retail
0.96%
of portfolio
Number of shares
307,500 sh
Holdings current value
$26.67M
Avg closing price
$107.75
+30.9%
Last action
Exited
2023Q4
Current $141.01
23
NWSNEWS CORP NEW
Communication Services·Entertainment
0.73%
of portfolio
Number of shares
975,600 sh
Holdings current value
$20.36M
Avg closing price
$19.20
+56.0%
Last action
Exited
2024Q3
Current $29.96
24
VEEVVEEVA SYS INC
Healthcare·Health Information Services
0.70%
of portfolio
Number of shares
95,700 sh
Holdings current value
$19.47M
Avg closing price
$199.65
-15.9%
Last action
Exited
2024Q1
Current $167.95
25
DHRDANAHER CORPORATION
Healthcare·Diagnostics & Research
0.68%
of portfolio
Number of shares
76,040 sh
Holdings current value
$18.87M
Avg closing price
$248.11
-21.5%
Last action
Exited
2025Q3
Current $194.75
26
AMZNAMAZON COM INC
Consumer Cyclical·Internet Retail
0.62%
of portfolio
Number of shares
136,690 sh
Holdings current value
$17.38M
Avg closing price
$226.61
+10.6%
Last action
Added
2025Q4
Current $250.56
27
H8817H100TRANSOCEAN LTD
0.54%
of portfolio
Number of shares
1,844,175 sh
Holdings current value
$15.14M
Avg closing price
$10.69
Last action
Exited
2023Q4
Current —
28
WDCWESTERN DIGITAL CORP.
Technology·Computer Hardware
0.38%
of portfolio
Number of shares
230,000 sh
Holdings current value
$10.49M
Avg closing price
$57.23
+550.9%
Last action
Exited
2025Q1
Current $372.52
29
JJACOBS SOLUTIONS INC
Industrials·Engineering & Construction
0.36%
of portfolio
Number of shares
74,415 sh
Holdings current value
$10.16M
Avg closing price
$126.23
+2.1%
Last action
Exited
2023Q4
Current $128.93
30
SPHRMADISON SQUARE GRDN ENTERTNM
Communication Services·Entertainment
0.36%
of portfolio
Number of shares
270,270 sh
Holdings current value
$10.04M
Avg closing price
$38.42
+253.2%
Last action
Exited
2024Q3
Current $135.67
31
CPCANADIAN PACIFIC KANSAS CITY
Industrials·Railroads
0.32%
of portfolio
Number of shares
119,100 sh
Holdings current value
$8.86M
Avg closing price
$80.79
+0.9%
Last action
Exited
2024Q1
Current $81.48
32
RXRXRECURSION PHARMACEUTICALS IN
Healthcare·Biotechnology
0.25%
of portfolio
Number of shares
906,767 sh
Holdings current value
$6.94M
Avg closing price
$12.93
-70.8%
Last action
Exited
2024Q1
Current $3.78
33
TKOTKO GROUP HOLDINGS INC
Communication Services·Entertainment
0.19%
of portfolio
Number of shares
61,465 sh
Holdings current value
$5.17M
Avg closing price
$82.05
+127.1%
Last action
Exited
2024Q1
Current $186.31
34
CEGCONSTELLATION ENERGY CORP
Utilities·Utilities - Independent Power Producers
0.15%
of portfolio
Number of shares
38,656 sh
Holdings current value
$4.22M
Avg closing price
$84.29
+251.4%
Last action
Exited
2024Q2
Current $296.21
35
OPENOPENDOOR TECHNOLOGIES INC
Real Estate·Real Estate Services
0.15%
of portfolio
Number of shares
1,538,085 sh
Holdings current value
$4.06M
Avg closing price
$4.85
+9.0%
Last action
Exited
2023Q4
Current $5.29
36
G4701H109IHS HOLDING LIMITED
0.12%
of portfolio
Number of shares
770,310 sh
Holdings current value
$3.42M
Avg closing price
$11.28
Last action
Exited
2024Q4
Current —
37
ABCLABCELLERA BIOLOGICS INC
Healthcare·Biotechnology
0.11%
of portfolio
Number of shares
659,750 sh
Holdings current value
$3.04M
Avg closing price
$40.24
-90.0%
Last action
Exited
2024Q1
Current $4.01
38
LPXLOUISIANA PAC CORP
Industrials·Building Products & Equipment
0.11%
of portfolio
Number of shares
54,432 sh
Holdings current value
$3.01M
Avg closing price
$64.56
+19.2%
Last action
Exited
2024Q1
Current $76.97
39
COMPCOMPASS INC
Real Estate·Real Estate Services
0.04%
of portfolio
Number of shares
399,100 sh
Holdings current value
$1.16M
Avg closing price
$9.09
-10.5%
Last action
Exited
2023Q4
Current $8.14
40
G65163100JOBY AVIATION INC
0.01%
of portfolio
Number of shares
22,492 sh
Holdings current value
$145.0K
Avg closing price
$6.18
Last action
Exited
2025Q3
Current —
41
SNSEEURSENSEI BIOTHERAPEUTICS INC
0.00%
of portfolio
Number of shares
100,000 sh
Holdings current value
$80.0K
Avg closing price
$10.52
Last action
Exited
2024Q1
Current —

Portfolio heatmap

Box size = % of portfolio · color = return since filing
NVDA
13.65% · -53.6%
CPNG
12.75% · +26.8%
MSFT
11.53% · +33.9%
LLY
8.75% · +72.6%
TECK
6.35% · +37.8%
LW
6.06% · -51.5%
GOOGL
3.94% · +161.1%
TMUS
3.80% · +41.1%
NWSA
3.43% · +29.7%
GE
2.92% · +175.1%
VRT
2.52% · +726.2%
VST
2.37% · +392.6%
CVX
2.33% · +9.1%
SEAGATE TECHNOLOGY HLDNGS PL
2.17%
BLDR
2.06% · -28.9%
UBS GROUP AG
1.94%
AVGO
1.55% · -51.1%
NTRA
1.42% · +371.0%
OPCH
1.40% · -10.9%
CCJ
1.24% · +204.4%
KBR
1.07% · -38.2%
BABA
0.96% · +62.6%
NWS
0.73% · +43.6%
VEEV
0.70% · -17.4%

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.
  • Technology4 pos$755.3M28.5%
  • Consumer Cyclical3 pos$399.4M15.1%
  • Healthcare7 pos$370.7M14.0%
  • Communication Services6 pos$347.0M13.1%
  • Industrials7 pos$260.7M9.8%
  • Basic Materials1 pos$176.9M6.7%
  • Consumer Defensive1 pos$168.8M6.4%
  • Energy2 pos$99.3M3.7%
  • Utilities2 pos$70.2M2.6%
  • Real Estate2 pos$5.2M0.2%
(4.8% unclassified, excluded from %)