Family Office · CIK 0001536411

Stanley Druckenmiller

Duquesne
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Stanley Druckenmiller runs Duquesne, a family office overseeing $4.5M in disclosed equity holdings (SEC CIK 0001536411). The latest 13F filing (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 210.5% since 2016Q1. OpenStocks tracks 40 consecutive 13F filings for this manager — every position change, new entry, and exit is logged below.

Portfolio
$4.49M
Positions
58
Quarter
2025Q4
Filings tracked
40
3Y+118.8%5Y+33.7%Full performance →
Capital flow per quarter
BuysSellsNet
+$1.01B+$504M$0-$504M-$1.01B'22Q1'22Q2'22Q3'22Q4'23Q1'23Q2'23Q3'23Q4'24Q1'24Q2'24Q3'24Q4'25Q1'25Q2'25Q3'25Q4
Latest · 2025Q4
-$225K
Lifetime buys
$1.70B
Lifetime sells
$2.34B

Quarter activity

What changed in 2023Q4 — net new, added, trimmed, exited.
New positions20 names
  • ANETEURARISTA NETWORKS INC
    +234,185
    $55K
  • WWDWOODWARD INC
    +404,635
    $55K
  • SGITEMPUR SEALY INTL INC
    +749,100
    $38K
  • Y2573FFLEX LTD
    +1,134,400
    $35K
  • ABXBARRICK GOLD CORP
    +1,758,300
    $32K
  • BAHBOOZ ALLEN HAMILTON HLDG COR
    +235,800
    $30K
  • MRVLMARVELL TECHNOLOGY INC
    +363,585
    $22K
  • FCXFREEPORT-MCMORAN INC
    +471,535
    $20K
  • NEMNEWMONT CORP
    +474,250
    $20K
  • PANWPALO ALTO NETWORKS INC
    +64,715
    $19K
  • PSTGPURE STORAGE INC
    +531,247
    $19K
  • GTMZOOMINFO TECHNOLOGIES INC
    +924,100
    $17K
  • + 8 more…
Added to13 names
  • G7997RSEAGATE TECHNOLOGY HLDNGS PL
    +1,201,065
    $103K
  • TECKTECK RESOURCES LTD
    +1,418,925
    $60K
  • KBRKBR INC
    +652,877
    $36K
  • CPNGCOUPANG INC
    +2,011,075
    $33K
  • MSFTMICROSOFT CORP
    +68,860
    $26K
  • TKOTKO GROUP HOLDINGS INC
    +265,270
    $22K
  • VRTVERTIV HOLDINGS CO
    +427,250
    $21K
  • CCJCAMECO CORP
    +462,885
    $20K
  • VSTVISTRA CORP
    +396,500
    $15K
  • OPCHOPTION CARE HEALTH INC
    +250,865
    $8K
  • H42097UBS GROUP AG
    +231,290
    $7K
  • LPXLOUISIANA PAC CORP
    +80,700
    $6K
  • + 1 more…
Trimmed5 names
  • LWLAMB WESTON HLDGS INC
    1,286,881
    $139K
  • NVDANVIDIA CORPORATION
    257,162
    $127K
  • LLYLILLY ELI & CO
    51,565
    $30K
  • NWSANEWS CORP NEW
    726,905
    $18K
  • CPCANADIAN PACIFIC KANSAS CITY
    71,595
    $6K
Exited11 names
  • GOOGLALPHABET INC
    838,375
    $110K
  • TMUST-MOBILE US INC
    756,675
    $106K
  • BLDRBUILDERS FIRSTSOURCE INC
    460,755
    $57K
  • AVGOBROADCOM INC
    51,956
    $43K
  • BABAALIBABA GROUP HLDG LTD
    307,500
    $27K
  • DHRDANAHER CORPORATION
    76,040
    $19K
  • AMZNAMAZON COM INC
    136,690
    $17K
  • H8817HTRANSOCEAN LTD
    1,844,175
    $15K
  • JJACOBS SOLUTIONS INC
    74,415
    $10K
  • OPENOPENDOOR TECHNOLOGIES INC
    1,538,085
    $4K
  • COMPCOMPASS INC
    399,100
    $1K

Recent transactions

Last 20 moves
TRIM
AEVA TECHNOLOGIES INC
14,452
~$0.01 · 2025Q4
2026-02-17
SOLD
DICKS SPORTING GOODS INC
132,425
~$0.22 · 2025Q4
2026-02-17
NEW
Stanley Druckenmiller (Duquesne) opened a new position in BE
BLOOM ENERGY CORP
+740,545
~$0.09 · 2025Q4
2026-02-17
SOLD
77,320
~$0.61 · 2025Q4
2026-02-17
ADD
CHIPOTLE MEXICAN GRILL INC
+158,725
~$0.04 · 2025Q4
2026-02-17
TRIM
583,976
~$0.02 · 2025Q4
2026-02-17
SOLD
SEAGATE TECHNOLOGY HLDNGS PL
85,900
~$0.24 · 2025Q4
2026-02-17
SOLD
CAPITAL ONE FINL CORP
43,920
~$0.21 · 2025Q4
2026-02-17
SOLD
CARPENTER TECHNOLOGY CORP
220,035
~$0.25 · 2025Q4
2026-02-17
SOLD
43,230
~$0.02 · 2025Q4
2026-02-17
SOLD
514,850
~$0.10 · 2025Q4
2026-02-17
TRIM
CLEVELAND-CLIFFS INC NEW
969,380
~$0.01 · 2025Q4
2026-02-17
ADD
+282,800
~$0.31 · 2025Q4
2026-02-17
SOLD
ARM HOLDINGS PLC
167,900
~$0.14 · 2025Q4
2026-02-17
ADD
COGENT BIOSCIENCES INC
+1,154,890
~$0.04 · 2025Q4
2026-02-17
ADD
+2,139,785
~$0.02 · 2025Q4
2026-02-17
ADD
CRH PLC
+81,135
~$0.12 · 2025Q4
2026-02-17
SOLD
205,150
~$0.17 · 2025Q4
2026-02-17
ADD
AMAZON COM INC
+300,870
~$0.23 · 2025Q4
2026-02-17
SOLD
BK OF AMERICA CORP
989,250
~$0.05 · 2025Q4
2026-02-17