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 · 2024Q4

Sector74 positions

NTRANATERA INC

Healthcare·Diagnostics & Research

15.17%

of portfolio

Avg buy

$2.57

2022Q3

Current

$196.11

Return

+7539.8%

Last action

Trimmed 16.5%

2025Q4

3,566,850 sh

$564.6K

COHRCOHERENT CORP

Technology·Scientific & Technical Instruments

7.18%

of portfolio

Avg buy

$0.06

2024Q1

Current

$328.00

Return

+511351.6%

Last action

Exited

2025Q3

2,820,930 sh

$267.2K

WWDWOODWARD INC

Industrials·Aerospace & Defense

5.48%

of portfolio

Avg buy

$0.15

2023Q4

Current

—

Return

—

Last action

Trimmed 3.3%

2025Q4

1,225,750 sh

$204.0K

TEVATEVA PHARMACEUTICAL INDS LTDADR

Healthcare·Drug Manufacturers - Specialty & Generic

5.33%

of portfolio

Avg buy

$0.02

2024Q3

Current

$31.26

Return

+165176.1%

Last action

Trimmed 54.4%

2025Q4

8,997,400 sh

$198.3K

CPNGCOUPANG INC

Consumer Cyclical·Internet Retail

5.26%

of portfolio

Avg buy

$18.21

2021Q1

Current

$21.49

Return

+18.0%

Last action

Added 31.6%

2025Q4

8,902,649 sh

$195.7K

PMPHILIP MORRIS INTL INC

Consumer Defensive·Tobacco

4.37%

of portfolio

Avg buy

$40.32

2016Q1

Current

$156.24

Return

+287.5%

Last action

New holding

2025Q4

1,352,255 sh

$162.7K

G7997R103SEAGATE TECHNOLOGY HLDNGS PL

3.63%

of portfolio

Avg buy

$0.08

2023Q3

Current

—

Return

—

Last action

Exited

2025Q4

1,564,076 sh

$135.0K

UALUNITED AIRLS HLDGS INC

Industrials·Airlines

2.72%

of portfolio

Avg buy

$16.67

2017Q1

Current

—

Return

—

Last action

New holding

2025Q4

1,043,805 sh

$101.4K

MELIMERCADOLIBRE INC

Consumer Cyclical·Internet Retail

2.45%

of portfolio

Avg buy

$570.69

2018Q2

Current

$1822

Return

+219.3%

Last action

Trimmed 17.2%

2025Q4

53,725 sh

$91.4K

SKAASKECHERS U S A INC

1.94%

of portfolio

Avg buy

$0.06

2023Q1

Current

—

Return

—

Last action

Exited

2025Q1

1,074,840 sh

$72.3K

AMZNAMAZON COM INC

Consumer Cyclical·Internet Retail

1.94%

of portfolio

Avg buy

$11.50

2016Q1

Current

$249.70

Return

+2071.7%

Last action

Added 1092.9%

2025Q4

328,400 sh

$72.0K

YPFYPF SOCIEDAD ANONIMAADR

Energy·Oil & Gas Integrated

1.93%

of portfolio

Avg buy

$0.04

2024Q2

Current

—

Return

—

Last action

Added 41.2%

2025Q4

1,687,716 sh

$71.7K

SLMSLM CORP

Financial Services·Credit Services

1.87%

of portfolio

Avg buy

$0.03

2024Q4

Current

$22.18

Return

+80320.8%

Last action

Exited

2025Q1

2,520,275 sh

$69.5K

KMIKINDER MORGAN INC DEL

Energy·Oil & Gas Midstream

1.64%

of portfolio

Avg buy

$0.02

2024Q1

Current

$31.79

Return

+167297.3%

Last action

Exited

2025Q3

2,225,300 sh

$61.0K

USX1UNITED STATES STL CORP NEW

1.47%

of portfolio

Avg buy

$14.16

2016Q4

Current

—

Return

—

Last action

Exited

2025Q1

1,610,040 sh

$54.7K

WABWABTEC

Industrials·Railroads

1.43%

of portfolio

Avg buy

$0.18

2024Q1

Current

$255.50

Return

+140906.7%

Last action

Trimmed 0.8%

2025Q4

280,060 sh

$53.1K

DALDELTA AIR LINES INC DEL

Industrials·Airlines

1.33%

of portfolio

Avg buy

$9.09

2017Q2

Current

$69.89

Return

+669.3%

Last action

New holding

2025Q4

817,740 sh

$49.5K

WBDWARNER BROS DISCOVERY INC

Communication Services·Entertainment

1.32%

of portfolio

Avg buy

$0.01

2024Q4

Current

—

Return

—

Last action

Exited

2025Q3

4,657,650 sh

$49.2K

LLYLILLY ELI & CO

Healthcare·Drug Manufacturers - General

1.29%

of portfolio

Avg buy

$157.15

2022Q2

Current

$903.99

Return

+475.2%

Last action

Exited

2025Q3

62,190 sh

$48.0K

BMABANCO MACRO SAADR

Financial Services·Banks - Regional

1.26%

of portfolio

Avg buy

$0.06

2024Q1

Current

—

Return

—

Last action

Exited

2025Q3

485,430 sh

$47.0K

ARGTGLOBAL X FDSETF

1.22%

of portfolio

Avg buy

$0.07

2024Q1

Current

—

Return

—

Last action

Exited

2025Q4

548,800 sh

$45.4K

DAKTDAKTRONICS INC

Technology·Electronic Components

1.19%

of portfolio

Avg buy

$0.01

2024Q1

Current

—

Return

—

Last action

Trimmed 18.2%

2025Q4

2,625,105 sh

$44.3K

BCSBARCLAYS PLCADR

Financial Services·Banks - Diversified

1.14%

of portfolio

Avg buy

$0.01

2024Q1

Current

—

Return

—

Last action

Exited

2025Q3

3,186,855 sh

$42.4K

VRNAVERONA PHARMA PLCADR

1.11%

of portfolio

Avg buy

$0.04

2024Q3

Current

—

Return

—

Last action

Exited

2025Q4

887,580 sh

$41.2K

INSMINSMED INC

Healthcare·Biotechnology

1.10%

of portfolio

Avg buy

$0.31

2020Q2

Current

—

Return

—

Last action

Trimmed 61.3%

2025Q4

593,470 sh

$41.0K

VSTVISTRA CORP

Utilities·Utilities - Independent Power Producers

1.05%

of portfolio

Avg buy

$0.04

2023Q3

Current

$165.53

Return

+443408.6%

Last action

Exited

2025Q4

283,355 sh

$39.1K

ASNDASCENDIS PHARMA A/SADR

Healthcare·Biotechnology

0.98%

of portfolio

Avg buy

$0.15

2024Q3

Current

—

Return

—

Last action

Exited

2025Q2

265,040 sh

$36.5K

BNBROOKFIELD CORP

Financial Services·Asset Management

0.94%

of portfolio

Avg buy

$0.06

2024Q4

Current

$45.95

Return

+79883.6%

Last action

Exited

2025Q2

610,225 sh

$35.1K

MUMICRON TECHNOLOGY INC

Technology·Semiconductors

0.92%

of portfolio

Avg buy

$8.61

2016Q3

Current

$457.23

Return

+5213.0%

Last action

Exited

2025Q1

408,885 sh

$34.4K

KRESPDR SER TRETF

0.90%

of portfolio

Avg buy

$0.06

2023Q4

Current

—

Return

—

Last action

Exited

2025Q1

554,138 sh

$33.4K

BWXTBWX TECHNOLOGIES INC

Industrials·Aerospace & Defense

0.90%

of portfolio

Avg buy

$0.11

2024Q4

Current

$230.80

Return

+207097.8%

Last action

Exited

2025Q3

299,171 sh

$33.3K

GEVGE VERNOVA LLC

Industrials·Specialty Industrial Machinery

0.88%

of portfolio

Avg buy

$0.28

2024Q2

Current

$978.32

Return

+345876.4%

Last action

Exited

2025Q4

99,750 sh

$32.8K

85205L107SPRINGWORKS THERAPEUTICS INC

0.83%

of portfolio

Avg buy

$0.04

2024Q2

Current

—

Return

—

Last action

Exited

2025Q2

859,694 sh

$31.1K

G6700G107NVENT ELECTRIC PLC

0.83%

of portfolio

Avg buy

$0.07

2024Q3

Current

—

Return

—

Last action

Exited

2025Q1

451,065 sh

$30.7K

FCXFREEPORT-MCMORAN INC

Basic Materials·Copper

0.78%

of portfolio

Avg buy

$2.56

2016Q2

Current

$68.28

Return

+2568.9%

Last action

Exited

2025Q3

758,905 sh

$28.9K

GGALGRUPO FINANCIERO GALICIA S.AADR

Financial Services·Banks - Regional

0.75%

of portfolio

Avg buy

$17.18

2017Q3

Current

—

Return

—

Last action

Exited

2025Q3

448,663 sh

$28.0K

DFSEURDISCOVER FINL SVCS

0.68%

of portfolio

Avg buy

$0.13

2024Q1

Current

—

Return

—

Last action

Exited

2025Q1

146,970 sh

$25.5K

WDCWESTERN DIGITAL CORP.

Technology·Computer Hardware

0.67%

of portfolio

Avg buy

$0.06

2023Q3

Current

$361.69

Return

+631858.3%

Last action

Exited

2025Q1

417,160 sh

$24.9K

USBUS BANCORP DEL

Financial Services·Banks - Regional

0.65%

of portfolio

Avg buy

$15.77

2020Q2

Current

$55.48

Return

+251.8%

Last action

Exited

2025Q1

503,595 sh

$24.1K

ARMARM HOLDINGS PLCADR

Technology·Semiconductors

0.59%

of portfolio

Avg buy

$0.13

2024Q3

Current

$162.33

Return

+129000.4%

Last action

Exited

2025Q4

178,394 sh

$22.0K

TSMTAIWAN SEMICONDUCTOR MFG LTDADR

Technology·Semiconductors

0.57%

of portfolio

Avg buy

$0.18

2022Q3

Current

$363.35

Return

+206980.9%

Last action

Trimmed 67.4%

2025Q4

107,515 sh

$21.2K

GTMZOOMINFO TECHNOLOGIES INC

Technology·Software - Application

0.50%

of portfolio

Avg buy

$0.02

2023Q4

Current

$6.17

Return

+37484.0%

Last action

Exited

2025Q1

1,761,926 sh

$18.5K

TECKTECK RESOURCES LTD

Basic Materials·Other Industrial Metals & Mining

0.47%

of portfolio

Avg buy

$8.68

2020Q3

Current

—

Return

—

Last action

Exited

2025Q2

431,545 sh

$17.5K

PCTPURECYCLE TECHNOLOGIES INC

Industrials·Pollution & Treatment Controls

0.44%

of portfolio

Avg buy

$0.01

2024Q4

Current

—

Return

—

Last action

Added 56.6%

2025Q4

1,592,500 sh

$16.3K

AALAMERICAN AIRLS GROUP INC

Industrials·Airlines

0.43%

of portfolio

Avg buy

$5.13

2017Q1

Current

$12.27

Return

+139.3%

Last action

New holding

2025Q4

919,928 sh

$16.0K

PANWPALO ALTO NETWORKS INC

Technology·Software - Infrastructure

0.43%

of portfolio

Avg buy

$25.89

2019Q2

Current

$166.97

Return

+544.9%

Last action

Exited

2025Q1

87,424 sh

$15.9K

TSLATESLA INC

Consumer Cyclical·Auto Manufacturers

0.41%

of portfolio

Avg buy

$0.40

2024Q4

Current

$388.90

Return

+96198.4%

Last action

Exited

2025Q2

37,675 sh

$15.2K

GOOGLALPHABET INC

Communication Services·Internet Content & Information

0.39%

of portfolio

Avg buy

$52.32

2016Q1

Current

$336.02

Return

+542.2%

Last action

Added

2025Q4

76,680 sh

$14.5K

Y2573F102FLEX LTD

0.36%

of portfolio

Avg buy

$1.05

2019Q4

Current

—

Return

—

Last action

Exited

2025Q2

348,900 sh

$13.4K

FHNFIRST HORIZON CORPORATION

Financial Services·Banks - Regional

0.34%

of portfolio

Avg buy

$0.02

2024Q3

Current

$23.98

Return

+154309.9%

Last action

Exited

2025Q1

619,700 sh

$12.5K

WFCWELLS FARGO CO NEW

Financial Services·Banks - Diversified

0.30%

of portfolio

Avg buy

$42.12

2016Q4

Current

$81.25

Return

+92.9%

Last action

Exited

2025Q1

157,100 sh

$11.0K

FCNCAFIRST CTZNS BANCSHARES INC N

Financial Services·Banks - Regional

0.29%

of portfolio

Avg buy

$1.84

2024Q3

Current

$1982

Return

+107532.3%

Last action

Exited

2025Q1

5,183 sh

$11.0K

HBANHUNTINGTON BANCSHARES INC

Financial Services·Banks - Regional

0.29%

of portfolio

Avg buy

$0.01

2024Q3

Current

$16.57

Return

+112617.0%

Last action

Exited

2025Q1

671,200 sh

$10.9K

LYVLIVE NATION ENTERTAINMENT IN

Communication Services·Entertainment

0.28%

of portfolio

Avg buy

$67.68

2020Q2

Current

$160.59

Return

+137.3%

Last action

Exited

2025Q1

79,635 sh

$10.3K

TFCTRUIST FINL CORP

Financial Services·Banks - Regional

0.27%

of portfolio

Avg buy

$0.04

2024Q3

Current

$49.43

Return

+115469.3%

Last action

Exited

2025Q1

233,500 sh

$10.1K

ABCBAMERIS BANCORP

Financial Services·Banks - Regional

0.26%

of portfolio

Avg buy

$0.06

2024Q3

Current

—

Return

—

Last action

Exited

2025Q1

154,000 sh

$9.6K

KEYKEYCORP

Financial Services·Banks - Regional

0.24%

of portfolio

Avg buy

$0.02

2024Q1

Current

$21.67

Return

+136967.3%

Last action

Exited

2025Q1

527,000 sh

$9.0K

WULFTERAWULF INC

Financial Services·Capital Markets

0.22%

of portfolio

Avg buy

$0.00

2024Q2

Current

—

Return

—

Last action

Exited

2025Q1

1,472,225 sh

$8.3K

N62509109NEWAMSTERDAM PHARMA COMPANY

0.20%

of portfolio

Avg buy

$0.03

2024Q3

Current

—

Return

—

Last action

Added

2025Q4

287,535 sh

$7.4K

PCVXVAXCYTE INC

Healthcare·Biotechnology

0.19%

of portfolio

Avg buy

$0.10

2024Q3

Current

$62.20

Return

+63363.8%

Last action

Exited

2025Q1

86,265 sh

$7.1K

CRNXCRINETICS PHARMACEUTICALS IN

Healthcare·Biotechnology

0.17%

of portfolio

Avg buy

$0.05

2024Q1

Current

—

Return

—

Last action

Exited

2025Q1

122,700 sh

$6.3K

MIRMIRION TECHNOLOGIES INC

Industrials·Specialty Industrial Machinery

0.16%

of portfolio

Avg buy

$0.02

2024Q4

Current

$19.27

Return

+110331.9%

Last action

Exited

2025Q1

342,700 sh

$6.0K

867975104SUNRISE COMMUNICATIONS AG

0.15%

of portfolio

Avg buy

$0.04

2024Q4

Current

—

Return

—

Last action

Exited

2025Q1

133,152 sh

$5.7K

ACLXARCELLX INC

Healthcare·Biotechnology

0.15%

of portfolio

Avg buy

$0.07

2024Q1

Current

—

Return

—

Last action

Exited

2025Q1

74,100 sh

$5.7K

CCITIGROUP INC

Financial Services·Banks - Diversified

0.14%

of portfolio

Avg buy

$6.78

2016Q4

Current

$129.34

Return

+1807.9%

Last action

Exited

2025Q4

72,655 sh

$5.1K

NUNU HLDGS LTD

Financial Services·Banks - Regional

0.13%

of portfolio

Avg buy

$0.01

2024Q4

Current

$15.43

Return

+116261.2%

Last action

Exited

2025Q4

467,255 sh

$4.8K

ELFE L F BEAUTY INC

Consumer Defensive·Household & Personal Products

0.13%

of portfolio

Avg buy

$0.13

2024Q4

Current

$69.25

Return

+55057.5%

Last action

Exited

2025Q1

37,300 sh

$4.7K

G3643J108FLUTTER ENTMT PLC

0.13%

of portfolio

Avg buy

$0.22

2024Q2

Current

—

Return

—

Last action

Trimmed 94.1%

2025Q3

18,100 sh

$4.7K

IQVIQVIA HLDGS INC

Healthcare·Diagnostics & Research

0.11%

of portfolio

Avg buy

$65.60

2020Q1

Current

$171.95

Return

+162.1%

Last action

Exited

2025Q1

21,500 sh

$4.2K

RAREULTRAGENYX PHARMACEUTICAL IN

Healthcare·Biotechnology

0.10%

of portfolio

Avg buy

$0.06

2024Q3

Current

—

Return

—

Last action

Exited

2025Q2

85,445 sh

$3.6K

PLTRPALANTIR TECHNOLOGIES INC

Technology·Software - Infrastructure

0.08%

of portfolio

Avg buy

$15.19

2021Q3

Current

$142.76

Return

+840.1%

Last action

Exited

2025Q1

41,710 sh

$3.2K

TLSITRISALUS LIFE SCIENCES INC

0.06%

of portfolio

Avg buy

$0.01

2024Q1

Current

—

Return

—

Last action

Exited

2025Q1

426,921 sh

$2.1K

G65163100JOBY AVIATION INC

0.01%

of portfolio

Avg buy

$0.01

2022Q3

Current

—

Return

—

Last action

Exited

2025Q3

31,489 sh

$256

IVVDADAGIO THERAPEUTICS INC

Healthcare·Biotechnology

0.01%

of portfolio

Avg buy

$0.00

2024Q2

Current

—

Return

—

Last action

Exited

2025Q2

571,425 sh

$253

Portfolio heatmap

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

Sector exposure

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

Healthcare11 pos$915K30.0%
Industrials9 pos$512K16.8%
Technology9 pos$452K14.8%
Consumer Cyclical4 pos$374K12.3%
Financial Services16 pos$338K11.1%
Consumer Defensive2 pos$167K5.5%
Energy2 pos$133K4.3%
Communication Services3 pos$74K2.4%
Basic Materials2 pos$46K1.5%
Utilities1 pos$39K1.3%

(14.1% unclassified, excluded from %)