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 · 2025Q1

Sector49 positions

NTRANATERA INC

Healthcare·Diagnostics & Research

15.72%

of portfolio

Avg buy

$2.57

2022Q3

Current

$196.11

Return

+7539.8%

Last action

Trimmed 17.1%

2025Q4

3,402,330 sh

$481.1K

TEVATEVA PHARMACEUTICAL INDS LTDADR

Healthcare·Drug Manufacturers - Specialty & Generic

7.47%

of portfolio

Avg buy

$0.02

2024Q3

Current

$31.26

Return

+165176.1%

Last action

Trimmed 41.9%

2025Q4

14,879,750 sh

$228.7K

CPNGCOUPANG INC

Consumer Cyclical·Internet Retail

6.67%

of portfolio

Avg buy

$18.21

2021Q1

Current

$21.49

Return

+18.0%

Last action

Added 29.9%

2025Q4

9,302,634 sh

$204.0K

WWDWOODWARD INC

Industrials·Aerospace & Defense

6.55%

of portfolio

Avg buy

$0.15

2023Q4

Current

—

Return

—

Last action

Trimmed 3.7%

2025Q4

1,097,750 sh

$200.3K

PMPHILIP MORRIS INTL INC

Consumer Defensive·Tobacco

5.73%

of portfolio

Avg buy

$40.32

2016Q1

Current

$156.24

Return

+287.5%

Last action

New holding

2025Q4

1,105,268 sh

$175.4K

COHRCOHERENT CORP

Technology·Scientific & Technical Instruments

4.72%

of portfolio

Avg buy

$0.06

2024Q1

Current

$328.00

Return

+511351.6%

Last action

Exited

2025Q3

2,222,070 sh

$144.3K

MELIMERCADOLIBRE INC

Consumer Cyclical·Internet Retail

3.43%

of portfolio

Avg buy

$570.69

2018Q2

Current

$1822

Return

+219.3%

Last action

Trimmed 17.2%

2025Q4

53,725 sh

$104.8K

INSMINSMED INC

Healthcare·Biotechnology

3.41%

of portfolio

Avg buy

$0.31

2020Q2

Current

—

Return

—

Last action

Trimmed 40.8%

2025Q4

1,369,050 sh

$104.4K

TSMTAIWAN SEMICONDUCTOR MFG LTDADR

Technology·Semiconductors

3.25%

of portfolio

Avg buy

$0.18

2022Q3

Current

$363.35

Return

+206980.9%

Last action

Trimmed 27.0%

2025Q4

598,780 sh

$99.4K

DOCUDOCUSIGN INC

Technology·Software - Application

2.86%

of portfolio

Avg buy

$0.62

2019Q1

Current

$46.06

Return

+7364.2%

Last action

Trimmed 38.3%

2025Q4

1,074,655 sh

$87.5K

G3643J108FLUTTER ENTMT PLC

2.73%

of portfolio

Avg buy

$0.22

2024Q2

Current

—

Return

—

Last action

Trimmed 43.5%

2025Q3

377,475 sh

$83.6K

LLYLILLY ELI & CO

Healthcare·Drug Manufacturers - General

2.56%

of portfolio

Avg buy

$157.15

2022Q2

Current

$903.99

Return

+475.2%

Last action

Exited

2025Q3

94,830 sh

$78.3K

YPFYPF SOCIEDAD ANONIMAADR

Energy·Oil & Gas Integrated

2.38%

of portfolio

Avg buy

$0.04

2024Q2

Current

—

Return

—

Last action

Added 31.1%

2025Q4

2,075,390 sh

$72.7K

VRNAVERONA PHARMA PLCADR

2.08%

of portfolio

Avg buy

$0.04

2024Q3

Current

—

Return

—

Last action

Exited

2025Q4

1,002,080 sh

$63.6K

BCSBARCLAYS PLCADR

Financial Services·Banks - Diversified

1.92%

of portfolio

Avg buy

$0.01

2024Q1

Current

—

Return

—

Last action

Exited

2025Q3

3,817,305 sh

$58.6K

WABWABTEC

Industrials·Railroads

1.78%

of portfolio

Avg buy

$0.18

2024Q1

Current

$255.50

Return

+140906.7%

Last action

Trimmed 0.8%

2025Q4

301,095 sh

$54.6K

CCCCCC INTELLIGENT SOLUTIONS HL

Technology·Software - Application

1.65%

of portfolio

Avg buy

$0.54

2021Q3

Current

$5.59

Return

+938.7%

Last action

Exited

2025Q3

5,595,039 sh

$50.5K

KMIKINDER MORGAN INC DEL

Energy·Oil & Gas Midstream

1.54%

of portfolio

Avg buy

$0.02

2024Q1

Current

$31.79

Return

+167297.3%

Last action

Exited

2025Q3

1,654,115 sh

$47.2K

EQTEQT CORP

Energy·Oil & Gas E&P

1.50%

of portfolio

Avg buy

$5.02

2016Q4

Current

$58.39

Return

+1064.0%

Last action

Exited

2025Q4

859,345 sh

$45.9K

CZRCAESARS ENTERTAINMENT INC NE

Consumer Cyclical·Resorts & Casinos

1.27%

of portfolio

Avg buy

$0.03

2025Q1

Current

—

Return

—

Last action

Exited

2025Q3

1,548,420 sh

$38.7K

FCXFREEPORT-MCMORAN INC

Basic Materials·Copper

1.26%

of portfolio

Avg buy

$2.56

2016Q2

Current

$68.28

Return

+2568.9%

Last action

Exited

2025Q3

1,018,105 sh

$38.5K

DAKTDAKTRONICS INC

Technology·Electronic Components

1.22%

of portfolio

Avg buy

$0.01

2024Q1

Current

—

Return

—

Last action

Trimmed 16.0%

2025Q4

3,067,625 sh

$37.4K

ARGTGLOBAL X FDSETF

1.17%

of portfolio

Avg buy

$0.07

2024Q1

Current

—

Return

—

Last action

Exited

2025Q4

443,800 sh

$35.8K

TWLOTWILIO INC

Technology·Software - Infrastructure

1.16%

of portfolio

Avg buy

$3.32

2019Q1

Current

$136.96

Return

+4025.2%

Last action

Exited

2025Q4

362,155 sh

$35.5K

COFCAPITAL ONE FINL CORP

Financial Services·Credit Services

1.16%

of portfolio

Avg buy

$0.16

2024Q1

Current

$200.71

Return

+123330.9%

Last action

Exited

2025Q4

197,670 sh

$35.4K

ROKUROKU INC

Communication Services·Entertainment

1.14%

of portfolio

Avg buy

$0.08

2025Q1

Current

$111.87

Return

+139627.2%

Last action

Trimmed 32.7%

2025Q4

493,600 sh

$34.8K

BMABANCO MACRO SAADR

Financial Services·Banks - Regional

1.07%

of portfolio

Avg buy

$0.06

2024Q1

Current

—

Return

—

Last action

Exited

2025Q3

431,815 sh

$32.6K

85205L107SPRINGWORKS THERAPEUTICS INC

0.89%

of portfolio

Avg buy

$0.04

2024Q2

Current

—

Return

—

Last action

Exited

2025Q2

615,929 sh

$27.2K

AMZNAMAZON COM INC

Consumer Cyclical·Internet Retail

0.85%

of portfolio

Avg buy

$11.50

2016Q1

Current

$249.70

Return

+2071.7%

Last action

Added

2025Q4

136,765 sh

$26.0K

UALUNITED AIRLS HLDGS INC

Industrials·Airlines

0.83%

of portfolio

Avg buy

$16.67

2017Q1

Current

—

Return

—

Last action

New holding

2025Q4

368,685 sh

$25.5K

ASNDASCENDIS PHARMA A/SADR

Healthcare·Biotechnology

0.81%

of portfolio

Avg buy

$0.15

2024Q3

Current

—

Return

—

Last action

Exited

2025Q2

158,720 sh

$24.7K

PCTPURECYCLE TECHNOLOGIES INC

Industrials·Pollution & Treatment Controls

0.76%

of portfolio

Avg buy

$0.01

2024Q4

Current

—

Return

—

Last action

Added 20.6%

2025Q4

3,364,842 sh

$23.3K

GGALGRUPO FINANCIERO GALICIA S.AADR

Financial Services·Banks - Regional

0.68%

of portfolio

Avg buy

$17.18

2017Q3

Current

—

Return

—

Last action

Exited

2025Q3

381,481 sh

$20.8K

G7997R103SEAGATE TECHNOLOGY HLDNGS PL

0.61%

of portfolio

Avg buy

$0.08

2023Q3

Current

—

Return

—

Last action

Exited

2025Q4

219,477 sh

$18.6K

BNBROOKFIELD CORP

Financial Services·Asset Management

0.54%

of portfolio

Avg buy

$0.06

2024Q4

Current

$45.95

Return

+79883.6%

Last action

Exited

2025Q2

315,925 sh

$16.6K

N62509109NEWAMSTERDAM PHARMA COMPANY

0.54%

of portfolio

Avg buy

$0.03

2024Q3

Current

—

Return

—

Last action

Added

2025Q4

800,360 sh

$16.4K

TECKTECK RESOURCES LTD

Basic Materials·Other Industrial Metals & Mining

0.51%

of portfolio

Avg buy

$8.68

2020Q3

Current

—

Return

—

Last action

Exited

2025Q2

431,545 sh

$15.7K

BBIOBRIDGEBIO PHARMA INC

Healthcare·Biotechnology

0.49%

of portfolio

Avg buy

$0.03

2025Q1

Current

$77.51

Return

+224117.5%

Last action

Exited

2025Q2

438,050 sh

$15.1K

DALDELTA AIR LINES INC DEL

Industrials·Airlines

0.49%

of portfolio

Avg buy

$9.09

2017Q2

Current

$69.89

Return

+669.3%

Last action

New holding

2025Q4

345,135 sh

$15.0K

Y2573F102FLEX LTD

0.38%

of portfolio

Avg buy

$1.05

2019Q4

Current

—

Return

—

Last action

Exited

2025Q2

348,900 sh

$11.5K

EXECHESAPEAKE ENERGY CORP

Energy·Oil & Gas E&P

0.36%

of portfolio

Avg buy

$0.11

2025Q1

Current

$97.36

Return

+87359.3%

Last action

Exited

2025Q2

97,700 sh

$10.9K

APPAPPLOVIN CORP

Communication Services·Advertising Agencies

0.35%

of portfolio

Avg buy

$0.31

2025Q1

Current

$466.09

Return

+149367.6%

Last action

Exited

2025Q3

40,200 sh

$10.7K

ARANTERO RESOURCES CORP

Energy·Oil & Gas E&P

0.34%

of portfolio

Avg buy

$30.59

2022Q1

Current

$37.49

Return

+22.5%

Last action

Exited

2025Q2

258,400 sh

$10.4K

PIIMPINJ INC

Technology·Semiconductors

0.32%

of portfolio

Avg buy

$0.09

2025Q1

Current

$110.44

Return

+121660.1%

Last action

Exited

2025Q2

108,475 sh

$9.8K

TSLATESLA INC

Consumer Cyclical·Auto Manufacturers

0.16%

of portfolio

Avg buy

$0.40

2024Q4

Current

$388.90

Return

+96198.4%

Last action

Exited

2025Q2

18,838 sh

$4.9K

RAREULTRAGENYX PHARMACEUTICAL IN

Healthcare·Biotechnology

0.10%

of portfolio

Avg buy

$0.06

2024Q3

Current

—

Return

—

Last action

Exited

2025Q2

85,445 sh

$3.1K

AALAMERICAN AIRLS GROUP INC

Industrials·Airlines

0.05%

of portfolio

Avg buy

$5.13

2017Q1

Current

$12.27

Return

+139.3%

Last action

New holding

2025Q4

133,728 sh

$1.4K

IVVDADAGIO THERAPEUTICS INC

Healthcare·Biotechnology

0.01%

of portfolio

Avg buy

$0.00

2024Q2

Current

—

Return

—

Last action

Exited

2025Q2

571,425 sh

$346

G65163100JOBY AVIATION INC

0.01%

of portfolio

Avg buy

$0.01

2022Q3

Current

—

Return

—

Last action

Exited

2025Q3

31,489 sh

$190

Portfolio heatmap

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

Sector exposure

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

Healthcare8 pos$936K34.3%
Technology7 pos$464K17.0%
Consumer Cyclical5 pos$378K13.9%
Industrials6 pos$320K11.7%
Energy5 pos$187K6.9%
Consumer Defensive1 pos$175K6.4%
Financial Services5 pos$164K6.0%
Basic Materials2 pos$54K2.0%
Communication Services2 pos$45K1.7%

(8.6% unclassified, excluded from %)