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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 · 2023Q4
50 positions
1
MSFTMICROSOFT CORP
Technology·Software - Infrastructure
12.19%
of portfolio
Number of shares
1,086,120 sh
Holdings current value
$408.43M
Avg closing price
$452.89
-6.6%
Last action
Exited
2025Q3
Current $422.79
2
CPNGCOUPANG INC
Consumer Cyclical·Internet Retail
11.07%
of portfolio
Number of shares
22,914,940 sh
Holdings current value
$370.99M
Avg closing price
$30.64
-29.7%
Last action
Added 10.3%
2025Q4
Current $21.55
3
NVDANVIDIA CORPORATION
Technology·Semiconductors
9.12%
of portfolio
Number of shares
617,494 sh
Holdings current value
$305.80M
Avg closing price
$196.01
+2.9%
Last action
Exited
2024Q3
Current $201.68
4
LLYLILLY ELI & CO
Healthcare·Drug Manufacturers - General
7.00%
of portfolio
Number of shares
402,550 sh
Holdings current value
$234.65M
Avg closing price
$524.25
+76.8%
Last action
Exited
2025Q3
Current $927.03
5
TECKTECK RESOURCES LTD
Basic Materials·Other Industrial Metals & Mining
6.97%
of portfolio
Number of shares
5,524,602 sh
Holdings current value
$233.55M
Avg closing price
$37.58
+58.0%
Last action
Exited
2025Q2
Current $59.38
6
G7997R103SEAGATE TECHNOLOGY HLDNGS PL
5.39%
of portfolio
Number of shares
2,116,108 sh
Holdings current value
$180.65M
Avg closing price
$81.71
Last action
Exited
2025Q4
Current —
7
VRTVERTIV HOLDINGS CO
Industrials·Electrical Equipment & Parts
3.32%
of portfolio
Number of shares
2,313,500 sh
Holdings current value
$111.12M
Avg closing price
$24.90
+1134.4%
Last action
Exited
2024Q2
Current $307.34
8
NWSANEWS CORP NEW
Communication Services·Entertainment
2.96%
of portfolio
Number of shares
4,045,120 sh
Holdings current value
$99.31M
Avg closing price
$18.24
+42.6%
Last action
Exited
2024Q3
Current $26.01
9
GEGENERAL ELECTRIC CO
Industrials·Aerospace & Defense
2.80%
of portfolio
Number of shares
736,095 sh
Holdings current value
$93.95M
Avg closing price
$118.86
+155.9%
Last action
Exited
2024Q2
Current $304.13
10
VSTVISTRA CORP
Utilities·Utilities - Independent Power Producers
2.74%
of portfolio
Number of shares
2,385,061 sh
Holdings current value
$91.87M
Avg closing price
$37.32
+338.0%
Last action
Exited
2025Q4
Current $163.46
11
H42097107UBS GROUP AG
2.23%
of portfolio
Number of shares
2,414,735 sh
Holdings current value
$74.89M
Avg closing price
$23.93
Last action
Exited
2024Q1
Current —
12
KBRKBR INC
Industrials·Engineering & Construction
1.92%
of portfolio
Number of shares
1,158,535 sh
Holdings current value
$64.19M
Avg closing price
$50.38
-27.7%
Last action
Exited
2024Q2
Current $36.42
13
LWLAMB WESTON HLDGS INC
Consumer Defensive·Packaged Foods
1.74%
of portfolio
Number of shares
539,209 sh
Holdings current value
$58.28M
Avg closing price
$87.31
-48.7%
Last action
Exited
2024Q1
Current $44.82
14
CCJCAMECO CORP
Energy·Uranium
1.71%
of portfolio
Number of shares
1,332,625 sh
Holdings current value
$57.44M
Avg closing price
$30.56
+294.9%
Last action
Exited
2024Q2
Current $120.66
15
CVXCHEVRON CORP NEW
Energy·Oil & Gas Integrated
1.71%
of portfolio
Number of shares
384,595 sh
Holdings current value
$57.37M
Avg closing price
$152.29
+20.8%
Last action
Exited
2024Q1
Current $183.99
16
NTRANATERA INC
Healthcare·Diagnostics & Research
1.67%
of portfolio
Number of shares
893,030 sh
Holdings current value
$55.94M
Avg closing price
$98.78
+111.0%
Last action
Trimmed 44.1%
2025Q4
Current $208.40
17
ANETEURARISTA NETWORKS INC
1.65%
of portfolio
Number of shares
234,185 sh
Holdings current value
$55.15M
Avg closing price
$244.51
Last action
Exited
2024Q3
Current —
18
WWDWOODWARD INC
Industrials·Aerospace & Defense
1.64%
of portfolio
Number of shares
404,635 sh
Holdings current value
$55.08M
Avg closing price
$151.34
+160.9%
Last action
Trimmed 9.4%
2025Q4
Current $394.83
19
OPCHOPTION CARE HEALTH INC
Healthcare·Medical Care Facilities
1.46%
of portfolio
Number of shares
1,456,215 sh
Holdings current value
$49.06M
Avg closing price
$30.13
-4.3%
Last action
Added 111.7%
2025Q4
Current $28.82
20
SGITEMPUR SEALY INTL INC
Consumer Cyclical·Furnishings, Fixtures & Appliances
1.14%
of portfolio
Number of shares
749,100 sh
Holdings current value
$38.18M
Avg closing price
$46.80
+81.6%
Last action
Exited
2024Q3
Current $85.01
21
Y2573F102FLEX LTD
1.03%
of portfolio
Number of shares
1,134,400 sh
Holdings current value
$34.55M
Avg closing price
$28.28
Last action
Exited
2025Q2
Current —
22
ABXBARRICK GOLD CORP
Financial Services·Insurance - Life
0.95%
of portfolio
Number of shares
1,758,300 sh
Holdings current value
$31.81M
Avg closing price
$17.66
-47.6%
Last action
Exited
2024Q1
Current $9.26
23
BAHBOOZ ALLEN HAMILTON HLDG COR
Industrials·Consulting Services
0.90%
of portfolio
Number of shares
235,800 sh
Holdings current value
$30.16M
Avg closing price
$127.91
-36.1%
Last action
Exited
2024Q3
Current $81.77
24
TKOTKO GROUP HOLDINGS INC
Communication Services·Entertainment
0.80%
of portfolio
Number of shares
326,735 sh
Holdings current value
$26.66M
Avg closing price
$82.05
+127.1%
Last action
Exited
2024Q1
Current $186.31
25
NWSNEWS CORP NEW
Communication Services·Entertainment
0.75%
of portfolio
Number of shares
975,600 sh
Holdings current value
$25.09M
Avg closing price
$19.20
+56.0%
Last action
Exited
2024Q3
Current $29.96
26
MRVLMARVELL TECHNOLOGY INC
Technology·Semiconductors
0.65%
of portfolio
Number of shares
363,585 sh
Holdings current value
$21.93M
Avg closing price
$59.71
+133.9%
Last action
Exited
2024Q2
Current $139.69
27
FCXFREEPORT-MCMORAN INC
Basic Materials·Copper
0.60%
of portfolio
Number of shares
471,535 sh
Holdings current value
$20.07M
Avg closing price
$37.53
+87.1%
Last action
Exited
2025Q3
Current $70.21
28
NEMNEWMONT CORP
Basic Materials·Gold
0.59%
of portfolio
Number of shares
474,250 sh
Holdings current value
$19.63M
Avg closing price
$41.39
+181.5%
Last action
Exited
2024Q1
Current $116.50
29
PANWPALO ALTO NETWORKS INC
Technology·Software - Infrastructure
0.57%
of portfolio
Number of shares
64,715 sh
Holdings current value
$19.08M
Avg closing price
$217.99
-23.0%
Last action
Exited
2025Q1
Current $167.85
30
PSTGPURE STORAGE INC
Technology·Computer Hardware
0.57%
of portfolio
Number of shares
531,247 sh
Holdings current value
$18.94M
Avg closing price
$13.69
+395.3%
Last action
Exited
2024Q1
Current $67.80
31
VEEVVEEVA SYS INC
Healthcare·Health Information Services
0.55%
of portfolio
Number of shares
95,700 sh
Holdings current value
$18.42M
Avg closing price
$199.65
-15.9%
Last action
Exited
2024Q1
Current $167.95
32
GTMZOOMINFO TECHNOLOGIES INC
Technology·Software - Application
0.51%
of portfolio
Number of shares
924,100 sh
Holdings current value
$17.09M
Avg closing price
$16.42
-62.2%
Last action
Exited
2025Q1
Current $6.21
33
DKNGDRAFTKINGS INC NEW
Consumer Cyclical·Gambling
0.45%
of portfolio
Number of shares
423,850 sh
Holdings current value
$14.94M
Avg closing price
$35.25
-35.3%
Last action
Exited
2024Q1
Current $22.82
34
WDCWESTERN DIGITAL CORP.
Technology·Computer Hardware
0.36%
of portfolio
Number of shares
230,000 sh
Holdings current value
$12.04M
Avg closing price
$57.23
+550.9%
Last action
Exited
2025Q1
Current $372.52
35
NTNXNUTANIX INC
Technology·Software - Infrastructure
0.31%
of portfolio
Number of shares
216,600 sh
Holdings current value
$10.33M
Avg closing price
$47.69
-16.0%
Last action
Exited
2024Q1
Current $40.05
36
TTWOTAKE-TWO INTERACTIVE SOFTWAR
Communication Services·Electronic Gaming & Multimedia
0.31%
of portfolio
Number of shares
63,850 sh
Holdings current value
$10.28M
Avg closing price
$160.96
+31.7%
Last action
Exited
2024Q2
Current $212.04
37
ADBEADOBE SYSTEMS INCORPORATED
Technology·Software - Application
0.30%
of portfolio
Number of shares
17,130 sh
Holdings current value
$10.22M
Avg closing price
$429.78
-43.1%
Last action
Exited
2024Q4
Current $244.45
38
SPHRMADISON SQUARE GRDN ENTERTNM
Communication Services·Entertainment
0.30%
of portfolio
Number of shares
294,751 sh
Holdings current value
$10.01M
Avg closing price
$38.42
+253.2%
Last action
Exited
2024Q3
Current $135.67
39
LPXLOUISIANA PAC CORP
Industrials·Building Products & Equipment
0.29%
of portfolio
Number of shares
135,132 sh
Holdings current value
$9.57M
Avg closing price
$64.56
+19.2%
Last action
Exited
2024Q1
Current $76.97
40
WRBYWARBY PARKER INC
Healthcare·Medical Instruments & Supplies
0.28%
of portfolio
Number of shares
674,039 sh
Holdings current value
$9.50M
Avg closing price
$11.02
+125.6%
Last action
Exited
2024Q1
Current $24.86
41
RXRXRECURSION PHARMACEUTICALS IN
Healthcare·Biotechnology
0.27%
of portfolio
Number of shares
906,767 sh
Holdings current value
$8.94M
Avg closing price
$12.93
-70.8%
Last action
Exited
2024Q1
Current $3.78
42
KRESPDR SER TRETF
0.24%
of portfolio
Number of shares
153,965 sh
Holdings current value
$8.07M
Avg closing price
$55.82
+26.1%
Last action
Exited
2025Q1
Current $70.37
43
OLEDUNIVERSAL DISPLAY CORP
Technology·Electronic Components
0.16%
of portfolio
Number of shares
28,400 sh
Holdings current value
$5.43M
Avg closing price
$191.27
-48.0%
Last action
Exited
2024Q1
Current $99.55
44
SCHWSCHWAB CHARLES CORP
Financial Services·Capital Markets
0.15%
of portfolio
Number of shares
71,700 sh
Holdings current value
$4.93M
Avg closing price
$68.80
+34.1%
Last action
Exited
2024Q1
Current $92.28
45
CEGCONSTELLATION ENERGY CORP
Utilities·Utilities - Independent Power Producers
0.13%
of portfolio
Number of shares
38,656 sh
Holdings current value
$4.52M
Avg closing price
$84.29
+251.4%
Last action
Exited
2024Q2
Current $296.21
46
ABCLABCELLERA BIOLOGICS INC
Healthcare·Biotechnology
0.11%
of portfolio
Number of shares
659,750 sh
Holdings current value
$3.77M
Avg closing price
$40.24
-90.0%
Last action
Exited
2024Q1
Current $4.01
47
CPCANADIAN PACIFIC KANSAS CITY
Industrials·Railroads
0.11%
of portfolio
Number of shares
47,505 sh
Holdings current value
$3.76M
Avg closing price
$80.79
+0.9%
Last action
Exited
2024Q1
Current $81.48
48
G4701H109IHS HOLDING LIMITED
0.11%
of portfolio
Number of shares
770,310 sh
Holdings current value
$3.54M
Avg closing price
$11.28
Last action
Exited
2024Q4
Current —
49
G65163100JOBY AVIATION INC
0.00%
of portfolio
Number of shares
22,492 sh
Holdings current value
$150.0K
Avg closing price
$6.18
Last action
Exited
2025Q3
Current —
50
SNSEEURSENSEI BIOTHERAPEUTICS INC
0.00%
of portfolio
Number of shares
100,000 sh
Holdings current value
$69.0K
Avg closing price
$10.52
Last action
Exited
2024Q1
Current —

Portfolio heatmap

Box size = % of portfolio · color = return since filing
MSFT
12.19% · +12.4%
CPNG
11.07% · +33.1%
NVDA
9.12% · -59.3%
LLY
7.00% · +59.0%
TECK
6.97% · +40.5%
SEAGATE TECHNOLOGY HLDNGS PL
5.39%
VRT
3.32% · +539.9%
NWSA
2.96% · +5.9%
GE
2.80% · +138.3%
VST
2.74% · +324.3%
UBS GROUP AG
2.23%
KBR
1.92% · -34.3%
LW
1.74% · -58.5%
CCJ
1.71% · +180.0%
CVX
1.71% · +23.4%
NTRA
1.67% · +232.7%
ANETEUR
1.65%
WWD
1.64% · +190.0%
OPCH
1.46% · -14.5%
SGI
1.14% · +66.8%
FLEX LTD
1.03%
ABX
0.95% · -48.8%
BAH
0.90% · -36.1%
TKO
0.80% · +128.4%

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.
  • Technology10 pos$829.3M30.1%
  • Consumer Cyclical3 pos$424.1M15.4%
  • Healthcare7 pos$380.3M13.8%
  • Industrials7 pos$367.8M13.4%
  • Basic Materials3 pos$273.3M9.9%
  • Communication Services5 pos$171.3M6.2%
  • Energy2 pos$114.8M4.2%
  • Utilities2 pos$96.4M3.5%
  • Consumer Defensive1 pos$58.3M2.1%
  • Financial Services2 pos$36.7M1.3%
(11.5% unclassified, excluded from %)