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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

Stanley Druckenmiller

Duquesne
Share
  • Family Office · CIK 0001536411
  • 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 178.9% since 2016Q1. 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
Since filing+178.9%Full performance →
Quarter
2025Q42025Q32025Q22025Q12024Q42024Q32024Q22024Q12023Q42023Q32023Q22023Q1

Holdings

Sorted by value · 2025Q3
62 positions
1
N
NTRANATERA INC
Healthcare·Diagnostics & Research
12.74%
of portfolio
Number of shares
3,214,532 sh
Holdings current value
$517.44M
Avg closing price
$98.78
+103.6%
Last action
Trimmed 17.9%
2025Q4
Current $201.14
2
I
INSMINSMED INC
Healthcare·Biotechnology
8.59%
of portfolio
Number of shares
2,423,435 sh
Holdings current value
$349.00M
Avg closing price
$87.81
+63.8%
Last action
Trimmed 28.0%
2025Q4
Current $143.83
3
T
TEVATEVA PHARMACEUTICAL INDS LTDADR
Healthcare·Drug Manufacturers - Specialty & Generic
8.25%
of portfolio
Number of shares
16,593,935 sh
Holdings current value
$335.20M
Avg closing price
$18.91
+65.0%
Last action
Trimmed 39.2%
2025Q4
Current $31.21
4
T
TSMTAIWAN SEMICONDUCTOR MFG LTDADR
Technology·Semiconductors
5.26%
of portfolio
Number of shares
765,085 sh
Holdings current value
$213.68M
Avg closing price
$175.46
+118.1%
Last action
Trimmed 22.5%
2025Q4
Current $382.66
5
W
WWDWOODWARD INC
Industrials·Aerospace & Defense
3.94%
of portfolio
Number of shares
633,015 sh
Holdings current value
$159.97M
Avg closing price
$151.34
+142.9%
Last action
Trimmed 6.2%
2025Q4
Current $367.52
6
C
CPNGCOUPANG INC
Consumer Cyclical·Internet Retail
3.67%
of portfolio
Number of shares
4,633,124 sh
Holdings current value
$149.19M
Avg closing price
$30.64
-32.8%
Last action
Added 85.8%
2025Q4
Current $20.58
7
M
MELIMERCADOLIBRE INC
Consumer Cyclical·Internet Retail
3.36%
of portfolio
Number of shares
58,344 sh
Holdings current value
$136.35M
Avg closing price
$1327
+36.3%
Last action
Trimmed 16.1%
2025Q4
Current $1809
8
D
DOCUDOCUSIGN INC
Technology·Software - Application
2.99%
of portfolio
Number of shares
1,685,950 sh
Holdings current value
$121.54M
Avg closing price
$78.46
-42.6%
Last action
Trimmed 28.3%
2025Q4
Current $45.02
9
V
VRNAVERONA PHARMA PLCADR
2.63%
of portfolio
Number of shares
1,002,080 sh
Holdings current value
$106.93M
Avg closing price
$36.29
Last action
Exited
2025Q4
Current —
10
E
EEMISHARES TRETF
2.50%
of portfolio
Number of shares
1,900,000 sh
Holdings current value
$101.46M
Avg closing price
$42.73
+45.9%
Last action
Trimmed 34.4%
2025Q4
Current $62.35
11
A
AMZNAMAZON COM INC
Consumer Cyclical·Internet Retail
2.36%
of portfolio
Number of shares
437,070 sh
Holdings current value
$95.97M
Avg closing price
$226.61
+12.6%
Last action
Added 220.9%
2025Q4
Current $255.08
12
R
ROKUROKU INC
Communication Services·Entertainment
2.03%
of portfolio
Number of shares
822,435 sh
Holdings current value
$82.35M
Avg closing price
$80.06
+43.6%
Last action
Trimmed 22.5%
2025Q4
Current $114.96
13
F
FIGRFIGURE TECHNOLOGY SOLUTIO
Financial Services·Capital Markets
1.90%
of portfolio
Number of shares
2,116,825 sh
Holdings current value
$76.99M
Avg closing price
$36.37
-11.4%
Last action
Trimmed 21.4%
2025Q4
Current $32.22
14
Q
QSRRESTAURANT BRANDS INTL INC
Consumer Cyclical·Restaurants
1.79%
of portfolio
Number of shares
1,131,365 sh
Holdings current value
$72.57M
Avg closing price
$65.74
+23.6%
Last action
Added 7.4%
2025Q4
Current $81.23
15
S
STUBSTUBHUB HLDGS INC
Communication Services·Internet Content & Information
1.77%
of portfolio
Number of shares
4,259,516 sh
Holdings current value
$71.73M
Avg closing price
$16.84
-58.6%
Last action
Trimmed 31.4%
2025Q4
Current $6.98
16
W
WABWABTEC
Industrials·Railroads
1.49%
of portfolio
Number of shares
302,410 sh
Holdings current value
$60.62M
Avg closing price
$181.20
+48.7%
Last action
Trimmed 0.8%
2025Q4
Current $269.45
17
M
METAMETA PLATFORMS INC
Communication Services·Internet Content & Information
1.38%
of portfolio
Number of shares
76,100 sh
Holdings current value
$55.89M
Avg closing price
$269.13
+144.9%
Last action
Exited
2025Q4
Current $659.15
18
N
N62509109NEWAMSTERDAM PHARMA COMPANY
1.35%
of portfolio
Number of shares
1,923,700 sh
Holdings current value
$54.71M
Avg closing price
$28.37
Last action
Added 147.5%
2025Q4
Current —
19
C
CRSCARPENTER TECHNOLOGY CORP
Industrials·Metal Fabrication
1.33%
of portfolio
Number of shares
220,035 sh
Holdings current value
$54.03M
Avg closing price
$263.29
+62.1%
Last action
Exited
2025Q4
Current $426.66
20
C
CCITIGROUP INC
Financial Services·Banks - Diversified
1.29%
of portfolio
Number of shares
514,850 sh
Holdings current value
$52.26M
Avg closing price
$82.54
+55.7%
Last action
Exited
2025Q4
Current $128.51
21
T
TWLOTWILIO INC
Technology·Software - Infrastructure
1.26%
of portfolio
Number of shares
512,800 sh
Holdings current value
$51.33M
Avg closing price
$99.65
+42.1%
Last action
Exited
2025Q4
Current $141.59
22
B
BACBK OF AMERICA CORP
Financial Services·Banks - Diversified
1.26%
of portfolio
Number of shares
989,250 sh
Holdings current value
$51.03M
Avg closing price
$45.93
+14.3%
Last action
Exited
2025Q4
Current $52.47
23
S
SESEA LTDADR
Consumer Cyclical·Internet Retail
1.21%
of portfolio
Number of shares
274,200 sh
Holdings current value
$49.01M
Avg closing price
$130.49
-36.1%
Last action
Added
2025Q4
Current $83.35
24
E
EQTEQT CORP
Energy·Oil & Gas E&P
1.20%
of portfolio
Number of shares
894,950 sh
Holdings current value
$48.71M
Avg closing price
$54.77
+7.6%
Last action
Exited
2025Q4
Current $58.93
25
G
GEVGE VERNOVA LLC
Industrials·Specialty Industrial Machinery
1.17%
of portfolio
Number of shares
77,320 sh
Holdings current value
$47.54M
Avg closing price
$282.77
+306.5%
Last action
Exited
2025Q4
Current $1150
26
G
G25508105CRH PLC
1.16%
of portfolio
Number of shares
393,820 sh
Holdings current value
$47.22M
Avg closing price
$111.44
Last action
Added 25.9%
2025Q4
Current —
27
V
VSTVISTRA CORP
Utilities·Utilities - Independent Power Producers
1.13%
of portfolio
Number of shares
233,985 sh
Holdings current value
$45.84M
Avg closing price
$37.32
+320.3%
Last action
Exited
2025Q4
Current $156.85
28
U
UUNITY SOFTWARE INC
Technology·Software - Application
0.87%
of portfolio
Number of shares
882,500 sh
Holdings current value
$35.34M
Avg closing price
$24.20
+0.5%
Last action
Trimmed 34.9%
2025Q4
Current $24.31
29
L
LENLENNAR CORP
Consumer Cyclical·Residential Construction
0.87%
of portfolio
Number of shares
279,424 sh
Holdings current value
$35.22M
Avg closing price
$110.72
-14.9%
Last action
Exited
2025Q4
Current $94.18
30
D
DHID R HORTON INC
Consumer Cyclical·Residential Construction
0.86%
of portfolio
Number of shares
205,150 sh
Holdings current value
$34.77M
Avg closing price
$133.96
+22.6%
Last action
Exited
2025Q4
Current $164.22
31
C
CLFCLEVELAND-CLIFFS INC NEW
Basic Materials·Steel
0.82%
of portfolio
Number of shares
2,715,035 sh
Holdings current value
$33.12M
Avg closing price
$12.20
-25.5%
Last action
Trimmed 26.3%
2025Q4
Current $9.09
32
G
G0896C103BBB FOODS INC
0.79%
of portfolio
Number of shares
1,183,125 sh
Holdings current value
$31.90M
Avg closing price
$30.65
Last action
Added
2025Q4
Current —
33
P
PCTPURECYCLE TECHNOLOGIES INC
Industrials·Pollution & Treatment Controls
0.75%
of portfolio
Number of shares
2,303,084 sh
Holdings current value
$30.29M
Avg closing price
$8.51
-15.1%
Last action
Added 33.3%
2025Q4
Current $7.23
34
F
FWONKLIBERTY MEDIA CORP DELTRK
Communication Services·Entertainment
0.74%
of portfolio
Number of shares
288,400 sh
Holdings current value
$30.12M
Avg closing price
$104.45
-15.1%
Last action
Exited
2025Q4
Current $88.67
35
D
DAKTDAKTRONICS INC
Technology·Electronic Components
0.74%
of portfolio
Number of shares
1,436,936 sh
Holdings current value
$30.06M
Avg closing price
$11.04
+75.9%
Last action
Trimmed 28.9%
2025Q4
Current $19.42
36
D
DKSDICKS SPORTING GOODS INC
Consumer Cyclical·Specialty Retail
0.72%
of portfolio
Number of shares
132,425 sh
Holdings current value
$29.43M
Avg closing price
$222.22
+1.0%
Last action
Exited
2025Q4
Current $224.46
37
G
G3643J108FLUTTER ENTMT PLC
0.72%
of portfolio
Number of shares
115,245 sh
Holdings current value
$29.27M
Avg closing price
$224.06
Last action
Trimmed 71.6%
2025Q3
Current —
38
K
KBESPDR SER TRETF
0.71%
of portfolio
Number of shares
482,095 sh
Holdings current value
$28.65M
Avg closing price
$59.42
+8.3%
Last action
Exited
2025Q4
Current $64.33
39
O
OPCHOPTION CARE HEALTH INC
Healthcare·Medical Care Facilities
0.67%
of portfolio
Number of shares
977,685 sh
Holdings current value
$27.14M
Avg closing price
$30.13
-5.3%
Last action
Added 366.9%
2025Q4
Current $28.54
40
A
AEVAAEVA TECHNOLOGIES INC
Technology·Software - Infrastructure
0.66%
of portfolio
Number of shares
1,839,314 sh
Holdings current value
$26.67M
Avg closing price
$14.50
+6.8%
Last action
Trimmed 0.8%
2025Q4
Current $15.49
41
P
PCGPG&E CORP
Utilities·Utilities - Regulated Electric
0.61%
of portfolio
Number of shares
1,649,300 sh
Holdings current value
$24.87M
Avg closing price
$22.92
-26.6%
Last action
Exited
2025Q4
Current $16.83
42
G
GOOGLALPHABET INC
Communication Services·Internet Content & Information
0.61%
of portfolio
Number of shares
102,200 sh
Holdings current value
$24.84M
Avg closing price
$316.52
+7.1%
Last action
Added
2025Q4
Current $338.89
43
A
ARMARM HOLDINGS PLCADR
Technology·Semiconductors
0.58%
of portfolio
Number of shares
167,900 sh
Holdings current value
$23.76M
Avg closing price
$125.74
+62.7%
Last action
Exited
2025Q4
Current $204.61
44
N
NUNU HLDGS LTD
Financial Services·Banks - Regional
0.57%
of portfolio
Number of shares
1,454,180 sh
Holdings current value
$23.28M
Avg closing price
$13.26
+9.0%
Last action
Exited
2025Q4
Current $14.46
45
S
SMTCSEMTECH CORP
Technology·Semiconductors
0.53%
of portfolio
Number of shares
301,515 sh
Holdings current value
$21.54M
Avg closing price
$71.45
+47.4%
Last action
Exited
2025Q4
Current $105.34
46
G
G7997R103SEAGATE TECHNOLOGY HLDNGS PL
0.50%
of portfolio
Number of shares
85,900 sh
Holdings current value
$20.28M
Avg closing price
$81.71
Last action
Exited
2025Q4
Current —
47
G
GPCGENUINE PARTS CO
Consumer Cyclical·Auto Parts
0.49%
of portfolio
Number of shares
144,185 sh
Holdings current value
$19.98M
Avg closing price
$138.60
-20.8%
Last action
Exited
2025Q4
Current $109.79
48
E
ELVNENLIVEN THERAPEUTICS INC
Healthcare·Biotechnology
0.48%
of portfolio
Number of shares
947,405 sh
Holdings current value
$19.39M
Avg closing price
$20.27
+116.5%
Last action
Exited
2025Q4
Current $43.89
49
P
POSTPOST HLDGS INC
Consumer Defensive·Packaged Foods
0.47%
of portfolio
Number of shares
176,400 sh
Holdings current value
$18.96M
Avg closing price
$68.77
+52.2%
Last action
Exited
2025Q4
Current $104.64
50
S
SNDKSANDISK CORP
Technology·Computer Hardware
0.46%
of portfolio
Number of shares
166,235 sh
Holdings current value
$18.65M
Avg closing price
$112.20
+731.0%
Last action
Exited
2025Q4
Current $932.43
51
S
SYFSYNCHRONY FINANCIAL
Financial Services·Credit Services
0.46%
of portfolio
Number of shares
261,825 sh
Holdings current value
$18.60M
Avg closing price
$22.98
+233.4%
Last action
Exited
2025Q4
Current $76.62
52
A
ARGTGLOBAL X FDSETF
0.44%
of portfolio
Number of shares
254,045 sh
Holdings current value
$17.72M
Avg closing price
$68.31
+33.9%
Last action
Exited
2025Q4
Current $91.49
53
C
COGTCOGENT BIOSCIENCES INC
Healthcare·Biotechnology
0.37%
of portfolio
Number of shares
1,059,580 sh
Holdings current value
$15.22M
Avg closing price
$25.40
+42.3%
Last action
Added
2025Q4
Current $36.14
54
P
PTGXPROTAGONIST THERAPEUTICS INC
Healthcare·Biotechnology
0.26%
of portfolio
Number of shares
159,700 sh
Holdings current value
$10.61M
Avg closing price
$66.43
+54.5%
Last action
New holding
2025Q3
Current $102.62
55
C
COFCAPITAL ONE FINL CORP
Financial Services·Credit Services
0.23%
of portfolio
Number of shares
43,920 sh
Holdings current value
$9.34M
Avg closing price
$162.61
+20.9%
Last action
Exited
2025Q4
Current $196.63
56
C
CMGCHIPOTLE MEXICAN GRILL INC
Consumer Cyclical·Restaurants
0.22%
of portfolio
Number of shares
233,205 sh
Holdings current value
$9.14M
Avg closing price
$38.30
-11.5%
Last action
Added 213.1%
2025Q4
Current $33.90
57
S
SEISOLARIS OILFIELD INFRASTRUCT
Energy·Oil & Gas Equipment & Services
0.14%
of portfolio
Number of shares
145,600 sh
Holdings current value
$5.82M
Avg closing price
$39.97
+73.8%
Last action
Exited
2025Q4
Current $69.48
58
M
MDBMONGODB INC
Technology·Software - Infrastructure
0.14%
of portfolio
Number of shares
17,710 sh
Holdings current value
$5.50M
Avg closing price
$310.39
-16.8%
Last action
Exited
2025Q4
Current $258.11
59
T
TXRHTEXAS ROADHOUSE INC
Consumer Cyclical·Restaurants
0.12%
of portfolio
Number of shares
29,800 sh
Holdings current value
$4.95M
Avg closing price
$166.14
-3.4%
Last action
Exited
2025Q4
Current $160.44
60
S
SATSECHOSTAR CORP
Communication Services·Telecom Services
0.11%
of portfolio
Number of shares
60,765 sh
Holdings current value
$4.64M
Avg closing price
$76.36
+59.1%
Last action
New holding
2025Q3
Current $121.52
61
Y
YPFYPF SOCIEDAD ANONIMAADR
Energy·Oil & Gas Integrated
0.07%
of portfolio
Number of shares
114,695 sh
Holdings current value
$2.79M
Avg closing price
$36.22
+19.6%
Last action
Added
2025Q4
Current $43.31
62
C
CHYMCHIME FINL INC
Technology·Software - Application
0.02%
of portfolio
Number of shares
43,230 sh
Holdings current value
$872.0K
Avg closing price
$34.51
-34.6%
Last action
Exited
2025Q4
Current $22.58

Portfolio heatmap

Box size = % of portfolio · color = return since filing
NTRA
12.74% · +25.0%
INSM
8.59% · -0.1%
TEVA
8.25% · +54.5%
TSM
5.26% · +37.0%
WWD
3.94% · +45.4%
CPNG
3.67% · -36.1%
MELI
3.36% · -22.6%
DOCU
2.99% · -37.6%
VRNA
2.63%
EEM
2.50% · +16.8%
AMZN
2.36% · +16.2%
ROKU
2.03% · +14.8%
FIGR
1.90% · -11.4%
QSR
1.79% · +26.6%
STUB
1.77% · -58.6%
WAB
1.49% · +34.4%
META
1.38% · -10.2%
NEWAMSTERDAM PHARMA COMPANY
1.35%
CRS
1.33% · +73.8%
C
1.29% · +26.6%
TWLO
1.26% · +41.5%
BAC
1.26% · +1.7%
SE
1.21% · -53.4%
EQT
1.20% · +8.3%

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.
  • Healthcare7 pos$1.27B36.5%
  • Consumer Cyclical11 pos$636.6M18.2%
  • Technology11 pos$548.9M15.7%
  • Industrials5 pos$352.4M10.1%
  • Communication Services6 pos$269.6M7.7%
  • Financial Services6 pos$231.5M6.6%
  • Utilities2 pos$70.7M2.0%
  • Energy3 pos$57.3M1.6%
  • Basic Materials1 pos$33.1M0.9%
  • Consumer Defensive1 pos$19.0M0.5%
(11.1% unclassified, excluded from %)