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 · 2024Q2

Sector63 positions

COHRCOHERENT CORP

Technology·Scientific & Technical Instruments

8.92%

of portfolio

Avg buy

$0.06

2024Q1

Current

$328.00

Return

+511351.6%

Last action

Exited

2025Q3

3,589,540 sh

$260.1K

CPNGCOUPANG INC

Consumer Cyclical·Internet Retail

7.88%

of portfolio

Avg buy

$18.21

2021Q1

Current

$21.49

Return

+18.0%

Last action

Added 24.2%

2025Q4

10,971,140 sh

$229.8K

VSTVISTRA CORP

Utilities·Utilities - Independent Power Producers

7.74%

of portfolio

Avg buy

$0.04

2023Q3

Current

$165.53

Return

+443408.6%

Last action

Exited

2025Q4

2,625,231 sh

$225.7K

NTRANATERA INC

Healthcare·Diagnostics & Research

7.33%

of portfolio

Avg buy

$2.57

2022Q3

Current

$196.11

Return

+7539.8%

Last action

Trimmed 26.3%

2025Q4

1,974,880 sh

$213.9K

G7997R103SEAGATE TECHNOLOGY HLDNGS PL

6.21%

of portfolio

Avg buy

$0.08

2023Q3

Current

—

Return

—

Last action

Exited

2025Q4

1,755,278 sh

$181.3K

MSFTMICROSOFT CORP

Technology·Software - Infrastructure

6.14%

of portfolio

Avg buy

$7.70

2016Q1

Current

$422.79

Return

+5391.1%

Last action

Exited

2025Q3

400,490 sh

$179.0K

WWDWOODWARD INC

Industrials·Aerospace & Defense

5.70%

of portfolio

Avg buy

$0.15

2023Q4

Current

—

Return

—

Last action

Trimmed 4.2%

2025Q4

954,230 sh

$166.4K

KMIKINDER MORGAN INC DEL

Energy·Oil & Gas Midstream

4.60%

of portfolio

Avg buy

$0.02

2024Q1

Current

$31.79

Return

+167297.3%

Last action

Exited

2025Q3

6,753,165 sh

$134.2K

MAAMID-AMER APT CMNTYS INCREIT

Real Estate·REIT - Residential

3.15%

of portfolio

Avg buy

$0.14

2024Q2

Current

—

Return

—

Last action

Exited

2024Q4

644,190 sh

$91.9K

PMPHILIP MORRIS INTL INC

Consumer Defensive·Tobacco

3.09%

of portfolio

Avg buy

$40.32

2016Q1

Current

$156.24

Return

+287.5%

Last action

New holding

2025Q4

889,355 sh

$90.1K

GTMZOOMINFO TECHNOLOGIES INC

Technology·Software - Application

2.57%

of portfolio

Avg buy

$0.02

2023Q4

Current

$6.17

Return

+37484.0%

Last action

Exited

2025Q1

5,881,906 sh

$75.1K

TECKTECK RESOURCES LTD

Basic Materials·Other Industrial Metals & Mining

2.39%

of portfolio

Avg buy

$8.68

2020Q3

Current

—

Return

—

Last action

Exited

2025Q2

1,453,410 sh

$69.6K

CPTCAMDEN PPTY TRREIT

Real Estate·REIT - Residential

2.16%

of portfolio

Avg buy

$0.11

2024Q2

Current

—

Return

—

Last action

Exited

2024Q4

577,915 sh

$63.1K

G3643J108FLUTTER ENTMT PLC

2.10%

of portfolio

Avg buy

$0.22

2024Q2

Current

—

Return

—

Last action

Trimmed 46.4%

2025Q3

335,076 sh

$61.2K

MELIMERCADOLIBRE INC

Consumer Cyclical·Internet Retail

2.06%

of portfolio

Avg buy

$570.69

2018Q2

Current

$1822

Return

+219.3%

Last action

Trimmed 23.5%

2025Q4

36,493 sh

$60.0K

FCXFREEPORT-MCMORAN INC

Basic Materials·Copper

1.92%

of portfolio

Avg buy

$2.56

2016Q2

Current

$68.28

Return

+2568.9%

Last action

Exited

2025Q3

1,153,135 sh

$56.0K

OPCHOPTION CARE HEALTH INC

Healthcare·Medical Care Facilities

1.78%

of portfolio

Avg buy

$0.61

2020Q4

Current

—

Return

—

Last action

Added 69.6%

2025Q4

1,871,818 sh

$51.8K

GEVGE VERNOVA LLC

Industrials·Specialty Industrial Machinery

1.75%

of portfolio

Avg buy

$0.28

2024Q2

Current

$978.32

Return

+345876.4%

Last action

Exited

2025Q4

297,068 sh

$51.0K

Y2573F102FLEX LTD

1.46%

of portfolio

Avg buy

$1.05

2019Q4

Current

—

Return

—

Last action

Exited

2025Q2

1,449,155 sh

$42.7K

85205L107SPRINGWORKS THERAPEUTICS INC

1.32%

of portfolio

Avg buy

$0.04

2024Q2

Current

—

Return

—

Last action

Exited

2025Q2

1,021,367 sh

$38.5K

DAKTDAKTRONICS INC

Technology·Electronic Components

1.19%

of portfolio

Avg buy

$0.01

2024Q1

Current

—

Return

—

Last action

Trimmed 19.0%

2025Q4

2,493,605 sh

$34.8K

PANWPALO ALTO NETWORKS INC

Technology·Software - Infrastructure

1.03%

of portfolio

Avg buy

$25.89

2019Q2

Current

$166.97

Return

+544.9%

Last action

Exited

2025Q1

88,968 sh

$30.2K

NVDANVIDIA CORPORATION

Technology·Semiconductors

0.91%

of portfolio

Avg buy

$65.98

2016Q2

Current

$200.57

Return

+204.0%

Last action

Exited

2024Q3

214,060 sh

$26.4K

WABWABTEC

Industrials·Railroads

0.82%

of portfolio

Avg buy

$0.18

2024Q1

Current

$255.50

Return

+140906.7%

Last action

Trimmed 1.5%

2025Q4

150,675 sh

$23.8K

MSGEMADISON SQUARE GARDEN ENTMT

Consumer Cyclical·Leisure

0.81%

of portfolio

Avg buy

$0.04

2024Q1

Current

$61.13

Return

+157369.6%

Last action

Exited

2024Q3

694,225 sh

$23.8K

BCSBARCLAYS PLCADR

Financial Services·Banks - Diversified

0.76%

of portfolio

Avg buy

$0.01

2024Q1

Current

—

Return

—

Last action

Exited

2025Q3

2,075,455 sh

$22.2K

DFSEURDISCOVER FINL SVCS

0.75%

of portfolio

Avg buy

$0.13

2024Q1

Current

—

Return

—

Last action

Exited

2025Q1

167,255 sh

$21.9K

ADBEADOBE SYSTEMS INCORPORATED

Technology·Software - Application

0.70%

of portfolio

Avg buy

$133.95

2018Q1

Current

$248.16

Return

+85.3%

Last action

Exited

2024Q4

36,685 sh

$20.4K

PLTRPALANTIR TECHNOLOGIES INC

Technology·Software - Infrastructure

0.67%

of portfolio

Avg buy

$15.19

2021Q3

Current

$142.76

Return

+840.1%

Last action

Exited

2025Q1

769,965 sh

$19.5K

NWSANEWS CORP NEW

Communication Services·Entertainment

0.65%

of portfolio

Avg buy

$0.02

2023Q1

Current

—

Return

—

Last action

Exited

2024Q3

683,800 sh

$18.9K

ANETEURARISTA NETWORKS INC

0.63%

of portfolio

Avg buy

$0.24

2023Q1

Current

—

Return

—

Last action

Exited

2024Q3

52,275 sh

$18.3K

NWSNEWS CORP NEW

Communication Services·Entertainment

0.62%

of portfolio

Avg buy

$0.02

2023Q1

Current

—

Return

—

Last action

Exited

2024Q3

635,850 sh

$18.1K

ARGTGLOBAL X FDSETF

0.55%

of portfolio

Avg buy

$0.07

2024Q1

Current

—

Return

—

Last action

Exited

2025Q4

282,000 sh

$16.0K

BMABANCO MACRO SAADR

Financial Services·Banks - Regional

0.54%

of portfolio

Avg buy

$0.06

2024Q1

Current

—

Return

—

Last action

Exited

2025Q3

273,130 sh

$15.7K

GGALGRUPO FINANCIERO GALICIA S.AADR

Financial Services·Banks - Regional

0.50%

of portfolio

Avg buy

$17.18

2017Q3

Current

—

Return

—

Last action

Exited

2025Q3

475,763 sh

$14.5K

CRNXCRINETICS PHARMACEUTICALS IN

Healthcare·Biotechnology

0.47%

of portfolio

Avg buy

$0.05

2024Q1

Current

—

Return

—

Last action

Exited

2025Q1

309,000 sh

$13.8K

BAHBOOZ ALLEN HAMILTON HLDG COR

Industrials·Consulting Services

0.44%

of portfolio

Avg buy

$0.13

2023Q4

Current

$82.69

Return

+64547.4%

Last action

Exited

2024Q3

83,841 sh

$12.9K

YPFYPF SOCIEDAD ANONIMAADR

Energy·Oil & Gas Integrated

0.44%

of portfolio

Avg buy

$0.04

2024Q2

Current

—

Return

—

Last action

Added 336.9%

2025Q4

638,435 sh

$12.8K

IQVIQVIA HLDGS INC

Healthcare·Diagnostics & Research

0.44%

of portfolio

Avg buy

$65.60

2020Q1

Current

$171.95

Return

+162.1%

Last action

Exited

2025Q1

60,360 sh

$12.8K

LYVLIVE NATION ENTERTAINMENT IN

Communication Services·Entertainment

0.33%

of portfolio

Avg buy

$67.68

2020Q2

Current

$160.59

Return

+137.3%

Last action

Exited

2025Q1

103,100 sh

$9.7K

WULFTERAWULF INC

Financial Services·Capital Markets

0.32%

of portfolio

Avg buy

$0.00

2024Q2

Current

—

Return

—

Last action

Exited

2025Q1

2,090,000 sh

$9.3K

CNKCINEMARK HLDGS INC

Communication Services·Entertainment

0.30%

of portfolio

Avg buy

$0.02

2024Q1

Current

—

Return

—

Last action

Exited

2024Q3

400,792 sh

$8.7K

SLNSILENCE THERAPEUTICS PLCADR

0.25%

of portfolio

Avg buy

$0.02

2024Q1

Current

—

Return

—

Last action

Exited

2024Q4

387,400 sh

$7.4K

VCYTVERACYTE INC

Healthcare·Diagnostics & Research

0.19%

of portfolio

Avg buy

$0.02

2024Q1

Current

$33.03

Return

+148961.6%

Last action

Exited

2024Q3

259,944 sh

$5.6K

AESAES CORP

Utilities·Utilities - Diversified

0.19%

of portfolio

Avg buy

$0.02

2024Q1

Current

$14.50

Return

+80776.7%

Last action

Exited

2024Q3

314,750 sh

$5.5K

AAPLAPPLE INC

Technology·Consumer Electronics

0.18%

of portfolio

Avg buy

$0.17

2024Q1

Current

$270.23

Return

+157484.9%

Last action

Exited

2024Q3

24,400 sh

$5.1K

SGITEMPUR SEALY INTL INC

Consumer Cyclical·Furnishings, Fixtures & Appliances

0.17%

of portfolio

Avg buy

$10.22

2016Q1

Current

—

Return

—

Last action

Exited

2024Q3

103,100 sh

$4.9K

G61188101LIBERTY GLOBAL LTD

0.16%

of portfolio

Avg buy

$0.02

2024Q1

Current

—

Return

—

Last action

Exited

2024Q3

275,275 sh

$4.8K

SESEA LTDADR

Consumer Cyclical·Internet Retail

0.16%

of portfolio

Avg buy

$0.48

2019Q1

Current

$90.40

Return

+18539.3%

Last action

Added

2025Q4

66,900 sh

$4.8K

G61188127LIBERTY GLOBAL LTD

0.16%

of portfolio

Avg buy

$0.02

2024Q1

Current

—

Return

—

Last action

Exited

2024Q3

261,875 sh

$4.7K

EQTEQT CORP

Energy·Oil & Gas E&P

0.15%

of portfolio

Avg buy

$5.02

2016Q4

Current

$58.39

Return

+1064.0%

Last action

Exited

2025Q4

121,000 sh

$4.5K

SPHRMADISON SQUARE GRDN ENTERTNM

Communication Services·Entertainment

0.15%

of portfolio

Avg buy

$0.04

2023Q3

Current

$133.09

Return

+346347.6%

Last action

Exited

2024Q3

122,411 sh

$4.3K

ACLXARCELLX INC

Healthcare·Biotechnology

0.14%

of portfolio

Avg buy

$0.07

2024Q1

Current

—

Return

—

Last action

Exited

2025Q1

74,100 sh

$4.1K

BLDRBUILDERS FIRSTSOURCE INC

Industrials·Building Products & Equipment

0.14%

of portfolio

Avg buy

$0.11

2022Q3

Current

$83.90

Return

+74638.5%

Last action

Exited

2025Q3

29,385 sh

$4.1K

BCYCBICYCLE THERAPEUTICS PLCADR

Healthcare·Biotechnology

0.13%

of portfolio

Avg buy

$0.02

2024Q1

Current

—

Return

—

Last action

Exited

2024Q4

190,200 sh

$3.9K

G4701H109IHS HOLDING LIMITED

0.08%

of portfolio

Avg buy

$11.28

2021Q4

Current

—

Return

—

Last action

Exited

2024Q4

770,310 sh

$2.5K

TLSITRISALUS LIFE SCIENCES INC

0.08%

of portfolio

Avg buy

$0.01

2024Q1

Current

—

Return

—

Last action

Exited

2025Q1

426,921 sh

$2.4K

GPCRSTRUCTURE THERAPEUTICS INCADR

Healthcare·Biotechnology

0.05%

of portfolio

Avg buy

$0.04

2024Q2

Current

—

Return

—

Last action

Exited

2024Q3

37,700 sh

$1.5K

INSMINSMED INC

Healthcare·Biotechnology

0.05%

of portfolio

Avg buy

$0.31

2020Q2

Current

—

Return

—

Last action

Trimmed 97.9%

2025Q4

20,000 sh

$1.3K

TEOTELECOM ARGENTINA SAADR

Communication Services·Telecom Services

0.04%

of portfolio

Avg buy

$0.01

2024Q1

Current

—

Return

—

Last action

Exited

2024Q3

143,051 sh

$1.0K

NRIXNURIX THERAPEUTICS INC

Healthcare·Biotechnology

0.03%

of portfolio

Avg buy

$0.01

2024Q1

Current

$16.69

Return

+113392.0%

Last action

Exited

2024Q4

44,200 sh

$922

IVVDADAGIO THERAPEUTICS INC

Healthcare·Biotechnology

0.02%

of portfolio

Avg buy

$0.00

2024Q2

Current

—

Return

—

Last action

Exited

2025Q2

571,425 sh

$629

G65163100JOBY AVIATION INC

0.00%

of portfolio

Avg buy

$0.01

2022Q3

Current

—

Return

—

Last action

Exited

2025Q3

22,492 sh

$115

Portfolio heatmap

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

SEAGATE TECHNOLOGY HLDNGS PL

6.21%

FLUTTER ENTMT PLC

2.10%

FLEX LTD

1.46%

SPRINGWORKS THERAPEUTICS INC

1.32%

39 more

12.45%

Sector exposure

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

Technology9 pos$651K26.9%
Consumer Cyclical5 pos$323K13.4%
Healthcare11 pos$310K12.8%
Industrials5 pos$258K10.7%
Utilities2 pos$231K9.6%
Real Estate2 pos$155K6.4%
Energy3 pos$152K6.3%
Basic Materials2 pos$126K5.2%
Consumer Defensive1 pos$90K3.7%
Financial Services4 pos$62K2.6%
Communication Services6 pos$61K2.5%

(14.2% unclassified, excluded from %)