Family Office · CIK 0001536411

Stanley Druckenmiller

Duquesne

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.

Track Stanley's filings View holdings

Portfolio

$4.49M

Positions

Quarter

2025Q4

Filings tracked

3Y+118.8%5Y+33.7%Full performance →

Quarter

2025Q4 2025Q3 2025Q2 2025Q1 2024Q4 2024Q3 2024Q2 2024Q1 2023Q4 2023Q3 2023Q2 2023Q1

Holdings

Sorted by value · 2023Q4

Sector50 positions

MSFTMICROSOFT CORP

Technology·Software - Infrastructure

12.19%

of portfolio

Avg buy

$7.70

2016Q1

Current

$422.79

Return

+5391.1%

Last action

Exited

2025Q3

1,086,120 sh

$408.4K

CPNGCOUPANG INC

Consumer Cyclical·Internet Retail

11.07%

of portfolio

Avg buy

$18.21

2021Q1

Current

$21.49

Return

+18.0%

Last action

Added 10.3%

2025Q4

22,914,940 sh

$371.0K

NVDANVIDIA CORPORATION

Technology·Semiconductors

9.12%

of portfolio

Avg buy

$65.98

2016Q2

Current

$200.57

Return

+204.0%

Last action

Exited

2024Q3

617,494 sh

$305.8K

LLYLILLY ELI & CO

Healthcare·Drug Manufacturers - General

7.00%

of portfolio

Avg buy

$157.15

2022Q2

Current

$903.99

Return

+475.2%

Last action

Exited

2025Q3

402,550 sh

$234.7K

TECKTECK RESOURCES LTD

Basic Materials·Other Industrial Metals & Mining

6.97%

of portfolio

Avg buy

$8.68

2020Q3

Current

—

Return

—

Last action

Exited

2025Q2

5,524,602 sh

$233.5K

G7997R103SEAGATE TECHNOLOGY HLDNGS PL

5.39%

of portfolio

Avg buy

$0.08

2023Q3

Current

—

Return

—

Last action

Exited

2025Q4

2,116,108 sh

$180.7K

VRTVERTIV HOLDINGS CO

Industrials·Electrical Equipment & Parts

3.32%

of portfolio

Avg buy

$1.24

2022Q3

Current

$294.13

Return

+23567.6%

Last action

Exited

2024Q2

2,313,500 sh

$111.1K

NWSANEWS CORP NEW

Communication Services·Entertainment

2.96%

of portfolio

Avg buy

$0.02

2023Q1

Current

—

Return

—

Last action

Exited

2024Q3

4,045,120 sh

$99.3K

GEGENERAL ELECTRIC CO

Industrials·Aerospace & Defense

2.80%

of portfolio

Avg buy

$0.12

2023Q2

Current

$298.29

Return

+250863.6%

Last action

Exited

2024Q2

736,095 sh

$93.9K

VSTVISTRA CORP

Utilities·Utilities - Independent Power Producers

2.74%

of portfolio

Avg buy

$0.04

2023Q3

Current

$165.53

Return

+443408.6%

Last action

Exited

2025Q4

2,385,061 sh

$91.9K

H42097107UBS GROUP AG

2.23%

of portfolio

Avg buy

$0.02

2023Q2

Current

—

Return

—

Last action

Exited

2024Q1

2,414,735 sh

$74.9K

KBRKBR INC

Industrials·Engineering & Construction

1.92%

of portfolio

Avg buy

$12.71

2021Q3

Current

$36.69

Return

+188.7%

Last action

Exited

2024Q2

1,158,535 sh

$64.2K

LWLAMB WESTON HLDGS INC

Consumer Defensive·Packaged Foods

1.74%

of portfolio

Avg buy

$30.80

2022Q3

Current

$43.72

Return

+41.9%

Last action

Exited

2024Q1

539,209 sh

$58.3K

CCJCAMECO CORP

Energy·Uranium

1.71%

of portfolio

Avg buy

$12.75

2022Q4

Current

$120.27

Return

+843.6%

Last action

Exited

2024Q2

1,332,625 sh

$57.4K

CVXCHEVRON CORP NEW

Energy·Oil & Gas Integrated

1.71%

of portfolio

Avg buy

$81.74

2021Q4

Current

—

Return

—

Last action

Exited

2024Q1

384,595 sh

$57.4K

NTRANATERA INC

Healthcare·Diagnostics & Research

1.67%

of portfolio

Avg buy

$2.57

2022Q3

Current

$196.11

Return

+7539.8%

Last action

Trimmed 44.1%

2025Q4

893,030 sh

$55.9K

ANETEURARISTA NETWORKS INC

1.65%

of portfolio

Avg buy

$0.24

2023Q1

Current

—

Return

—

Last action

Exited

2024Q3

234,185 sh

$55.2K

WWDWOODWARD INC

Industrials·Aerospace & Defense

1.64%

of portfolio

Avg buy

$0.15

2023Q4

Current

—

Return

—

Last action

Trimmed 9.4%

2025Q4

404,635 sh

$55.1K

OPCHOPTION CARE HEALTH INC

Healthcare·Medical Care Facilities

1.46%

of portfolio

Avg buy

$0.61

2020Q4

Current

—

Return

—

Last action

Added 111.7%

2025Q4

1,456,215 sh

$49.1K

SGITEMPUR SEALY INTL INC

Consumer Cyclical·Furnishings, Fixtures & Appliances

1.14%

of portfolio

Avg buy

$10.22

2016Q1

Current

—

Return

—

Last action

Exited

2024Q3

749,100 sh

$38.2K

Y2573F102FLEX LTD

1.03%

of portfolio

Avg buy

$1.05

2019Q4

Current

—

Return

—

Last action

Exited

2025Q2

1,134,400 sh

$34.6K

ABXBARRICK GOLD CORP

Financial Services·Insurance - Life

0.95%

of portfolio

Avg buy

$11.68

2016Q1

Current

—

Return

—

Last action

Exited

2024Q1

1,758,300 sh

$31.8K

BAHBOOZ ALLEN HAMILTON HLDG COR

Industrials·Consulting Services

0.90%

of portfolio

Avg buy

$0.13

2023Q4

Current

$82.69

Return

+64547.4%

Last action

Exited

2024Q3

235,800 sh

$30.2K

TKOTKO GROUP HOLDINGS INC

Communication Services·Entertainment

0.80%

of portfolio

Avg buy

$0.08

2023Q3

Current

$184.44

Return

+224697.4%

Last action

Exited

2024Q1

326,735 sh

$26.7K

NWSNEWS CORP NEW

Communication Services·Entertainment

0.75%

of portfolio

Avg buy

$0.02

2023Q1

Current

—

Return

—

Last action

Exited

2024Q3

975,600 sh

$25.1K

MRVLMARVELL TECHNOLOGY INC

Technology·Semiconductors

0.65%

of portfolio

Avg buy

$0.06

2023Q1

Current

$133.37

Return

+223255.8%

Last action

Exited

2024Q2

363,585 sh

$21.9K

FCXFREEPORT-MCMORAN INC

Basic Materials·Copper

0.60%

of portfolio

Avg buy

$2.56

2016Q2

Current

$68.28

Return

+2568.9%

Last action

Exited

2025Q3

471,535 sh

$20.1K

NEMNEWMONT CORP

Basic Materials·Gold

0.59%

of portfolio

Avg buy

$0.04

2023Q4

Current

$113.41

Return

+273906.3%

Last action

Exited

2024Q1

474,250 sh

$19.6K

PANWPALO ALTO NETWORKS INC

Technology·Software - Infrastructure

0.57%

of portfolio

Avg buy

$25.89

2019Q2

Current

$166.97

Return

+544.9%

Last action

Exited

2025Q1

64,715 sh

$19.1K

PSTGPURE STORAGE INC

Technology·Computer Hardware

0.57%

of portfolio

Avg buy

$13.69

2016Q1

Current

$67.80

Return

+395.3%

Last action

Exited

2024Q1

531,247 sh

$18.9K

VEEVVEEVA SYS INC

Healthcare·Health Information Services

0.55%

of portfolio

Avg buy

$15.09

2019Q2

Current

$167.69

Return

+1011.6%

Last action

Exited

2024Q1

95,700 sh

$18.4K

GTMZOOMINFO TECHNOLOGIES INC

Technology·Software - Application

0.51%

of portfolio

Avg buy

$0.02

2023Q4

Current

$6.17

Return

+37484.0%

Last action

Exited

2025Q1

924,100 sh

$17.1K

DKNGDRAFTKINGS INC NEW

Consumer Cyclical·Gambling

0.45%

of portfolio

Avg buy

$0.04

2023Q4

Current

$23.74

Return

+67246.2%

Last action

Exited

2024Q1

423,850 sh

$14.9K

WDCWESTERN DIGITAL CORP.

Technology·Computer Hardware

0.36%

of portfolio

Avg buy

$0.06

2023Q3

Current

$361.69

Return

+631858.3%

Last action

Exited

2025Q1

230,000 sh

$12.0K

NTNXNUTANIX INC

Technology·Software - Infrastructure

0.31%

of portfolio

Avg buy

$0.05

2023Q4

Current

$39.54

Return

+82807.7%

Last action

Exited

2024Q1

216,600 sh

$10.3K

TTWOTAKE-TWO INTERACTIVE SOFTWAR

Communication Services·Electronic Gaming & Multimedia

0.31%

of portfolio

Avg buy

$0.16

2023Q4

Current

—

Return

—

Last action

Exited

2024Q2

63,850 sh

$10.3K

ADBEADOBE SYSTEMS INCORPORATED

Technology·Software - Application

0.30%

of portfolio

Avg buy

$133.95

2018Q1

Current

$248.16

Return

+85.3%

Last action

Exited

2024Q4

17,130 sh

$10.2K

SPHRMADISON SQUARE GRDN ENTERTNM

Communication Services·Entertainment

0.30%

of portfolio

Avg buy

$0.04

2023Q3

Current

$133.09

Return

+346347.6%

Last action

Exited

2024Q3

294,751 sh

$10.0K

LPXLOUISIANA PAC CORP

Industrials·Building Products & Equipment

0.29%

of portfolio

Avg buy

$0.06

2023Q3

Current

—

Return

—

Last action

Exited

2024Q1

135,132 sh

$9.6K

WRBYWARBY PARKER INC

Healthcare·Medical Instruments & Supplies

0.28%

of portfolio

Avg buy

$0.01

2023Q1

Current

—

Return

—

Last action

Exited

2024Q1

674,039 sh

$9.5K

RXRXRECURSION PHARMACEUTICALS IN

Healthcare·Biotechnology

0.27%

of portfolio

Avg buy

$4.39

2021Q3

Current

$3.60

Return

-18.1%

Last action

Exited

2024Q1

906,767 sh

$8.9K

KRESPDR SER TRETF

0.24%

of portfolio

Avg buy

$0.06

2023Q4

Current

—

Return

—

Last action

Exited

2025Q1

153,965 sh

$8.1K

OLEDUNIVERSAL DISPLAY CORP

Technology·Electronic Components

0.16%

of portfolio

Avg buy

$0.19

2023Q4

Current

$99.33

Return

+51832.5%

Last action

Exited

2024Q1

28,400 sh

$5.4K

SCHWSCHWAB CHARLES CORP

Financial Services·Capital Markets

0.15%

of portfolio

Avg buy

$0.07

2023Q4

Current

$92.62

Return

+134521.0%

Last action

Exited

2024Q1

71,700 sh

$4.9K

CEGCONSTELLATION ENERGY CORP

Utilities·Utilities - Independent Power Producers

0.13%

of portfolio

Avg buy

$0.08

2022Q3

Current

$299.14

Return

+354787.1%

Last action

Exited

2024Q2

38,656 sh

$4.5K

ABCLABCELLERA BIOLOGICS INC

Healthcare·Biotechnology

0.11%

of portfolio

Avg buy

$40.24

2020Q4

Current

—

Return

—

Last action

Exited

2024Q1

659,750 sh

$3.8K

CPCANADIAN PACIFIC KANSAS CITY

Industrials·Railroads

0.11%

of portfolio

Avg buy

$0.08

2023Q2

Current

$80.14

Return

+99091.9%

Last action

Exited

2024Q1

47,505 sh

$3.8K

G4701H109IHS HOLDING LIMITED

0.11%

of portfolio

Avg buy

$11.28

2021Q4

Current

—

Return

—

Last action

Exited

2024Q4

770,310 sh

$3.5K

G65163100JOBY AVIATION INC

0.00%

of portfolio

Avg buy

$0.01

2022Q3

Current

—

Return

—

Last action

Exited

2025Q3

22,492 sh

$150

SNSEEURSENSEI BIOTHERAPEUTICS INC

0.00%

of portfolio

Avg buy

$10.52

2021Q3

Current

—

Return

—

Last action

Exited

2024Q1

100,000 sh

$69

Portfolio heatmap

Box size = % of portfolio · color = return since filing

SEAGATE TECHNOLOGY HLDNGS PL

5.39%

UBS GROUP AG

2.23%

FLEX LTD

1.03%

26 more

8.66%

Sector exposure

Share of dollar value across the latest 13F report. Unclassified positions excluded.

Technology10 pos$829K30.1%
Consumer Cyclical3 pos$424K15.4%
Healthcare7 pos$380K13.8%
Industrials7 pos$368K13.4%
Basic Materials3 pos$273K9.9%
Communication Services5 pos$171K6.2%
Energy2 pos$115K4.2%
Utilities2 pos$96K3.5%
Consumer Defensive1 pos$58K2.1%
Financial Services2 pos$37K1.3%

(11.5% unclassified, excluded from %)