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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 · 2025Q1
49 positions
1
NTRANATERA INC
Healthcare·Diagnostics & Research
15.72%
of portfolio
Number of shares
3,402,330 sh
Holdings current value
$481.12M
Avg closing price
$98.78
+111.0%
Last action
Trimmed 17.1%
2025Q4
Current $208.40
2
TEVATEVA PHARMACEUTICAL INDS LTDADR
Healthcare·Drug Manufacturers - Specialty & Generic
7.47%
of portfolio
Number of shares
14,879,750 sh
Holdings current value
$228.70M
Avg closing price
$18.91
+71.3%
Last action
Trimmed 41.9%
2025Q4
Current $32.40
3
CPNGCOUPANG INC
Consumer Cyclical·Internet Retail
6.67%
of portfolio
Number of shares
9,302,634 sh
Holdings current value
$204.01M
Avg closing price
$30.64
-29.7%
Last action
Added 29.9%
2025Q4
Current $21.55
4
WWDWOODWARD INC
Industrials·Aerospace & Defense
6.55%
of portfolio
Number of shares
1,097,750 sh
Holdings current value
$200.33M
Avg closing price
$151.34
+160.9%
Last action
Trimmed 3.7%
2025Q4
Current $394.83
5
PMPHILIP MORRIS INTL INC
Consumer Defensive·Tobacco
5.73%
of portfolio
Number of shares
1,105,268 sh
Holdings current value
$175.44M
Avg closing price
$106.71
+47.9%
Last action
New holding
2025Q4
Current $157.79
6
COHRCOHERENT CORP
Technology·Scientific & Technical Instruments
4.72%
of portfolio
Number of shares
2,222,070 sh
Holdings current value
$144.30M
Avg closing price
$64.13
+438.0%
Last action
Exited
2025Q3
Current $345.02
7
MELIMERCADOLIBRE INC
Consumer Cyclical·Internet Retail
3.43%
of portfolio
Number of shares
53,725 sh
Holdings current value
$104.81M
Avg closing price
$1327
+39.8%
Last action
Trimmed 17.2%
2025Q4
Current $1856
8
INSMINSMED INC
Healthcare·Biotechnology
3.41%
of portfolio
Number of shares
1,369,050 sh
Holdings current value
$104.44M
Avg closing price
$87.81
+64.5%
Last action
Trimmed 40.8%
2025Q4
Current $144.48
9
TSMTAIWAN SEMICONDUCTOR MFG LTDADR
Technology·Semiconductors
3.25%
of portfolio
Number of shares
598,780 sh
Holdings current value
$99.40M
Avg closing price
$175.46
+111.2%
Last action
Trimmed 27.0%
2025Q4
Current $370.50
10
DOCUDOCUSIGN INC
Technology·Software - Application
2.86%
of portfolio
Number of shares
1,074,655 sh
Holdings current value
$87.48M
Avg closing price
$78.46
-41.7%
Last action
Trimmed 38.3%
2025Q4
Current $45.74
11
G3643J108FLUTTER ENTMT PLC
2.73%
of portfolio
Number of shares
377,475 sh
Holdings current value
$83.57M
Avg closing price
$224.06
Last action
Trimmed 43.5%
2025Q3
Current —
12
LLYLILLY ELI & CO
Healthcare·Drug Manufacturers - General
2.56%
of portfolio
Number of shares
94,830 sh
Holdings current value
$78.32M
Avg closing price
$524.25
+76.8%
Last action
Exited
2025Q3
Current $927.03
13
YPFYPF SOCIEDAD ANONIMAADR
Energy·Oil & Gas Integrated
2.38%
of portfolio
Number of shares
2,075,390 sh
Holdings current value
$72.72M
Avg closing price
$36.22
+12.1%
Last action
Added 31.1%
2025Q4
Current $40.59
14
VRNAVERONA PHARMA PLCADR
2.08%
of portfolio
Number of shares
1,002,080 sh
Holdings current value
$63.62M
Avg closing price
$36.29
Last action
Exited
2025Q4
Current —
15
BCSBARCLAYS PLCADR
Financial Services·Banks - Diversified
1.92%
of portfolio
Number of shares
3,817,305 sh
Holdings current value
$58.63M
Avg closing price
$11.94
+103.5%
Last action
Exited
2025Q3
Current $24.30
16
WABWABTEC
Industrials·Railroads
1.78%
of portfolio
Number of shares
301,095 sh
Holdings current value
$54.60M
Avg closing price
$181.20
+45.4%
Last action
Trimmed 0.8%
2025Q4
Current $263.37
17
CCCCCC INTELLIGENT SOLUTIONS HL
Technology·Software - Application
1.65%
of portfolio
Number of shares
5,595,039 sh
Holdings current value
$50.52M
Avg closing price
$9.10
-38.1%
Last action
Exited
2025Q3
Current $5.64
18
KMIKINDER MORGAN INC DEL
Energy·Oil & Gas Midstream
1.54%
of portfolio
Number of shares
1,654,115 sh
Holdings current value
$47.19M
Avg closing price
$18.99
+68.6%
Last action
Exited
2025Q3
Current $32.02
19
EQTEQT CORP
Energy·Oil & Gas E&P
1.50%
of portfolio
Number of shares
859,345 sh
Holdings current value
$45.91M
Avg closing price
$54.77
+6.8%
Last action
Exited
2025Q4
Current $58.48
20
CZRCAESARS ENTERTAINMENT INC NE
Consumer Cyclical·Resorts & Casinos
1.27%
of portfolio
Number of shares
1,548,420 sh
Holdings current value
$38.71M
Avg closing price
$25.00
+8.9%
Last action
Exited
2025Q3
Current $27.22
21
FCXFREEPORT-MCMORAN INC
Basic Materials·Copper
1.26%
of portfolio
Number of shares
1,018,105 sh
Holdings current value
$38.55M
Avg closing price
$37.53
+87.1%
Last action
Exited
2025Q3
Current $70.21
22
DAKTDAKTRONICS INC
Technology·Electronic Components
1.22%
of portfolio
Number of shares
3,067,625 sh
Holdings current value
$37.36M
Avg closing price
$11.04
+78.2%
Last action
Trimmed 16.0%
2025Q4
Current $19.67
23
ARGTGLOBAL X FDSETF
1.17%
of portfolio
Number of shares
443,800 sh
Holdings current value
$35.85M
Avg closing price
$68.31
+37.2%
Last action
Exited
2025Q4
Current $93.76
24
TWLOTWILIO INC
Technology·Software - Infrastructure
1.16%
of portfolio
Number of shares
362,155 sh
Holdings current value
$35.46M
Avg closing price
$99.65
+40.6%
Last action
Exited
2025Q4
Current $140.11
25
COFCAPITAL ONE FINL CORP
Financial Services·Credit Services
1.16%
of portfolio
Number of shares
197,670 sh
Holdings current value
$35.44M
Avg closing price
$162.61
+27.0%
Last action
Exited
2025Q4
Current $206.47
26
ROKUROKU INC
Communication Services·Entertainment
1.14%
of portfolio
Number of shares
493,600 sh
Holdings current value
$34.77M
Avg closing price
$80.06
+45.1%
Last action
Trimmed 32.7%
2025Q4
Current $116.19
27
BMABANCO MACRO SAADR
Financial Services·Banks - Regional
1.07%
of portfolio
Number of shares
431,815 sh
Holdings current value
$32.61M
Avg closing price
$60.29
+36.0%
Last action
Exited
2025Q3
Current $81.99
28
85205L107SPRINGWORKS THERAPEUTICS INC
0.89%
of portfolio
Number of shares
615,929 sh
Holdings current value
$27.18M
Avg closing price
$37.39
Last action
Exited
2025Q2
Current —
29
AMZNAMAZON COM INC
Consumer Cyclical·Internet Retail
0.85%
of portfolio
Number of shares
136,765 sh
Holdings current value
$26.02M
Avg closing price
$226.61
+10.6%
Last action
Added
2025Q4
Current $250.56
30
UALUNITED AIRLS HLDGS INC
Industrials·Airlines
0.83%
of portfolio
Number of shares
368,685 sh
Holdings current value
$25.46M
Avg closing price
$91.16
+11.7%
Last action
New holding
2025Q4
Current $101.80
31
ASNDASCENDIS PHARMA A/SADR
Healthcare·Biotechnology
0.81%
of portfolio
Number of shares
158,720 sh
Holdings current value
$24.74M
Avg closing price
$149.31
+63.7%
Last action
Exited
2025Q2
Current $244.48
32
PCTPURECYCLE TECHNOLOGIES INC
Industrials·Pollution & Treatment Controls
0.76%
of portfolio
Number of shares
3,364,842 sh
Holdings current value
$23.29M
Avg closing price
$8.51
-20.5%
Last action
Added 20.6%
2025Q4
Current $6.77
33
GGALGRUPO FINANCIERO GALICIA S.AADR
Financial Services·Banks - Regional
0.68%
of portfolio
Number of shares
381,481 sh
Holdings current value
$20.78M
Avg closing price
$43.11
+11.1%
Last action
Exited
2025Q3
Current $47.90
34
G7997R103SEAGATE TECHNOLOGY HLDNGS PL
0.61%
of portfolio
Number of shares
219,477 sh
Holdings current value
$18.64M
Avg closing price
$81.71
Last action
Exited
2025Q4
Current —
35
BNBROOKFIELD CORP
Financial Services·Asset Management
0.54%
of portfolio
Number of shares
315,925 sh
Holdings current value
$16.55M
Avg closing price
$57.45
-18.9%
Last action
Exited
2025Q2
Current $46.59
36
N62509109NEWAMSTERDAM PHARMA COMPANY
0.54%
of portfolio
Number of shares
800,360 sh
Holdings current value
$16.38M
Avg closing price
$28.37
Last action
Added
2025Q4
Current —
37
TECKTECK RESOURCES LTD
Basic Materials·Other Industrial Metals & Mining
0.51%
of portfolio
Number of shares
431,545 sh
Holdings current value
$15.72M
Avg closing price
$37.58
+58.0%
Last action
Exited
2025Q2
Current $59.38
38
BBIOBRIDGEBIO PHARMA INC
Healthcare·Biotechnology
0.49%
of portfolio
Number of shares
438,050 sh
Holdings current value
$15.14M
Avg closing price
$34.57
+122.0%
Last action
Exited
2025Q2
Current $76.75
39
DALDELTA AIR LINES INC DEL
Industrials·Airlines
0.49%
of portfolio
Number of shares
345,135 sh
Holdings current value
$15.05M
Avg closing price
$52.69
+36.1%
Last action
New holding
2025Q4
Current $71.72
40
Y2573F102FLEX LTD
0.38%
of portfolio
Number of shares
348,900 sh
Holdings current value
$11.54M
Avg closing price
$28.28
Last action
Exited
2025Q2
Current —
41
EXECHESAPEAKE ENERGY CORP
Energy·Oil & Gas E&P
0.36%
of portfolio
Number of shares
97,700 sh
Holdings current value
$10.88M
Avg closing price
$111.32
-13.9%
Last action
Exited
2025Q2
Current $95.82
42
APPAPPLOVIN CORP
Communication Services·Advertising Agencies
0.35%
of portfolio
Number of shares
40,200 sh
Holdings current value
$10.65M
Avg closing price
$311.83
+53.0%
Last action
Exited
2025Q3
Current $477.20
43
ARANTERO RESOURCES CORP
Energy·Oil & Gas E&P
0.34%
of portfolio
Number of shares
258,400 sh
Holdings current value
$10.45M
Avg closing price
$30.59
+19.9%
Last action
Exited
2025Q2
Current $36.68
44
PIIMPINJ INC
Technology·Semiconductors
0.32%
of portfolio
Number of shares
108,475 sh
Holdings current value
$9.84M
Avg closing price
$90.70
+23.8%
Last action
Exited
2025Q2
Current $112.28
45
TSLATESLA INC
Consumer Cyclical·Auto Manufacturers
0.16%
of portfolio
Number of shares
18,838 sh
Holdings current value
$4.88M
Avg closing price
$403.85
-0.8%
Last action
Exited
2025Q2
Current $400.62
46
RAREULTRAGENYX PHARMACEUTICAL IN
Healthcare·Biotechnology
0.10%
of portfolio
Number of shares
85,445 sh
Holdings current value
$3.09M
Avg closing price
$55.54
-55.3%
Last action
Exited
2025Q2
Current $24.81
47
AALAMERICAN AIRLS GROUP INC
Industrials·Airlines
0.05%
of portfolio
Number of shares
133,728 sh
Holdings current value
$1.41M
Avg closing price
$18.80
-32.0%
Last action
New holding
2025Q4
Current $12.78
48
IVVDADAGIO THERAPEUTICS INC
Healthcare·Biotechnology
0.01%
of portfolio
Number of shares
571,425 sh
Holdings current value
$346.0K
Avg closing price
$1.10
+58.1%
Last action
Exited
2025Q2
Current $1.74
49
G65163100JOBY AVIATION INC
0.01%
of portfolio
Number of shares
31,489 sh
Holdings current value
$190.0K
Avg closing price
$6.18
Last action
Exited
2025Q3
Current —

Portfolio heatmap

Box size = % of portfolio · color = return since filing
NTRA
15.72% · +47.4%
TEVA
7.47% · +110.8%
CPNG
6.67% · -1.7%
WWD
6.55% · +116.4%
PM
5.73% · -0.6%
COHR
4.72% · +431.3%
MELI
3.43% · -4.9%
INSM
3.41% · +89.4%
TSM
3.25% · +123.2%
DOCU
2.86% · -43.8%
FLUTTER ENTMT PLC
2.73%
LLY
2.56% · +12.2%
YPF
2.38% · +15.8%
VRNA
2.08%
BCS
1.92% · +58.2%
WAB
1.78% · +45.2%
CCC
1.65% · -37.5%
KMI
1.54% · +12.2%
EQT
1.50% · +9.5%
CZR
1.27% · +8.9%
FCX
1.26% · +85.4%
DAKT
1.22% · +61.5%
ARGT
1.17% · +16.1%
TWLO
1.16% · +43.1%

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.
  • Healthcare8 pos$935.9M34.3%
  • Technology7 pos$464.4M17.0%
  • Consumer Cyclical5 pos$378.4M13.9%
  • Industrials6 pos$320.1M11.7%
  • Energy5 pos$187.2M6.9%
  • Consumer Defensive1 pos$175.4M6.4%
  • Financial Services5 pos$164.0M6.0%
  • Basic Materials2 pos$54.3M2.0%
  • Communication Services2 pos$45.4M1.7%
(8.6% unclassified, excluded from %)