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 · 2025Q2

Sector65 positions

NTRANATERA INC

Healthcare·Diagnostics & Research

12.80%

of portfolio

Avg buy

$2.57

2022Q3

Current

$196.11

Return

+7539.8%

Last action

Trimmed 18.6%

2025Q4

3,085,190 sh

$521.2K

TEVATEVA PHARMACEUTICAL INDS LTDADR

Healthcare·Drug Manufacturers - Specialty & Generic

6.57%

of portfolio

Avg buy

$0.02

2024Q3

Current

$31.26

Return

+165176.1%

Last action

Trimmed 40.2%

2025Q4

15,968,935 sh

$267.6K

INSMINSMED INC

Healthcare·Biotechnology

5.57%

of portfolio

Avg buy

$0.31

2020Q2

Current

—

Return

—

Last action

Trimmed 29.5%

2025Q4

2,253,435 sh

$226.8K

WWDWOODWARD INC

Industrials·Aerospace & Defense

5.11%

of portfolio

Avg buy

$0.15

2023Q4

Current

—

Return

—

Last action

Trimmed 4.7%

2025Q4

848,910 sh

$208.1K

TSMTAIWAN SEMICONDUCTOR MFG LTDADR

Technology·Semiconductors

4.26%

of portfolio

Avg buy

$0.18

2022Q3

Current

$363.35

Return

+206980.9%

Last action

Trimmed 22.5%

2025Q4

765,085 sh

$173.3K

PMPHILIP MORRIS INTL INC

Consumer Defensive·Tobacco

3.65%

of portfolio

Avg buy

$40.32

2016Q1

Current

$156.24

Return

+287.5%

Last action

New holding

2025Q4

815,975 sh

$148.6K

MELIMERCADOLIBRE INC

Consumer Cyclical·Internet Retail

3.45%

of portfolio

Avg buy

$570.69

2018Q2

Current

$1822

Return

+219.3%

Last action

Trimmed 17.2%

2025Q4

53,725 sh

$140.4K

ENTGENTEGRIS INC

Technology·Semiconductor Equipment & Materials

3.26%

of portfolio

Avg buy

$2.29

2022Q4

Current

$135.92

Return

+5836.3%

Last action

New holding

2025Q4

1,645,885 sh

$132.7K

CPNGCOUPANG INC

Consumer Cyclical·Internet Retail

3.02%

of portfolio

Avg buy

$18.21

2021Q1

Current

$21.49

Return

+18.0%

Last action

Added 108.9%

2025Q4

4,105,424 sh

$123.0K

G3643J108FLUTTER ENTMT PLC

2.84%

of portfolio

Avg buy

$0.22

2024Q2

Current

—

Return

—

Last action

Trimmed 41.7%

2025Q3

405,320 sh

$115.8K

COHRCOHERENT CORP

Technology·Scientific & Technical Instruments

2.54%

of portfolio

Avg buy

$0.06

2024Q1

Current

$328.00

Return

+511351.6%

Last action

Exited

2025Q3

1,157,840 sh

$103.3K

DOCUDOCUSIGN INC

Technology·Software - Application

2.47%

of portfolio

Avg buy

$0.62

2019Q1

Current

$46.06

Return

+7364.2%

Last action

Trimmed 34.1%

2025Q4

1,290,440 sh

$100.5K

MSFTMICROSOFT CORP

Technology·Software - Infrastructure

2.45%

of portfolio

Avg buy

$7.70

2016Q1

Current

$422.79

Return

+5391.1%

Last action

Exited

2025Q3

200,930 sh

$99.9K

ROKUROKU INC

Communication Services·Entertainment

2.38%

of portfolio

Avg buy

$0.08

2025Q1

Current

$111.87

Return

+139627.2%

Last action

Trimmed 17.9%

2025Q4

1,100,500 sh

$96.7K

VRNAVERONA PHARMA PLCADR

2.33%

of portfolio

Avg buy

$0.04

2024Q3

Current

—

Return

—

Last action

Exited

2025Q4

1,002,080 sh

$94.8K

LLYLILLY ELI & CO

Healthcare·Drug Manufacturers - General

1.93%

of portfolio

Avg buy

$157.15

2022Q2

Current

$903.99

Return

+475.2%

Last action

Exited

2025Q3

100,675 sh

$78.5K

WBDWARNER BROS DISCOVERY INC

Communication Services·Entertainment

1.84%

of portfolio

Avg buy

$0.01

2024Q4

Current

—

Return

—

Last action

Exited

2025Q3

6,537,160 sh

$74.9K

EQTEQT CORP

Energy·Oil & Gas E&P

1.79%

of portfolio

Avg buy

$5.02

2016Q4

Current

$58.39

Return

+1064.0%

Last action

Exited

2025Q4

1,252,700 sh

$73.1K

CCITIGROUP INC

Financial Services·Banks - Diversified

1.39%

of portfolio

Avg buy

$6.78

2016Q4

Current

$129.34

Return

+1807.9%

Last action

Exited

2025Q4

666,300 sh

$56.7K

XLFSELECT SECTOR SPDR TRETF

1.27%

of portfolio

Avg buy

$4.21

2016Q4

Current

—

Return

—

Last action

New holding

2025Q4

985,300 sh

$51.6K

QSRRESTAURANT BRANDS INTL INC

Consumer Cyclical·Restaurants

1.22%

of portfolio

Avg buy

$0.07

2025Q2

Current

$77.61

Return

+117959.8%

Last action

Added 11.5%

2025Q4

751,010 sh

$49.8K

SESEA LTDADR

Consumer Cyclical·Internet Retail

1.22%

of portfolio

Avg buy

$0.48

2019Q1

Current

$90.40

Return

+18539.3%

Last action

Added

2025Q4

309,730 sh

$49.5K

NUNU HLDGS LTD

Financial Services·Banks - Regional

1.15%

of portfolio

Avg buy

$0.01

2024Q4

Current

$15.43

Return

+116261.2%

Last action

Exited

2025Q4

3,415,365 sh

$46.9K

DAKTDAKTRONICS INC

Technology·Electronic Components

1.14%

of portfolio

Avg buy

$0.01

2024Q1

Current

—

Return

—

Last action

Trimmed 16.0%

2025Q4

3,076,224 sh

$46.5K

UUNITY SOFTWARE INC

Technology·Software - Application

1.05%

of portfolio

Avg buy

$0.02

2025Q2

Current

$25.93

Return

+107048.8%

Last action

Trimmed 21.0%

2025Q4

1,774,050 sh

$42.9K

CZRCAESARS ENTERTAINMENT INC NE

Consumer Cyclical·Resorts & Casinos

0.97%

of portfolio

Avg buy

$0.03

2025Q1

Current

—

Return

—

Last action

Exited

2025Q3

1,395,875 sh

$39.6K

DALDELTA AIR LINES INC DEL

Industrials·Airlines

0.96%

of portfolio

Avg buy

$9.09

2017Q2

Current

$69.89

Return

+669.3%

Last action

New holding

2025Q4

793,510 sh

$39.0K

WABWABTEC

Industrials·Railroads

0.88%

of portfolio

Avg buy

$0.18

2024Q1

Current

$255.50

Return

+140906.7%

Last action

Trimmed 1.3%

2025Q4

170,510 sh

$35.7K

CRSCARPENTER TECHNOLOGY CORP

Industrials·Metal Fabrication

0.86%

of portfolio

Avg buy

$0.26

2025Q2

Current

$426.16

Return

+161761.6%

Last action

Exited

2025Q4

126,635 sh

$35.0K

GLWCORNING INC

Technology·Electronic Components

0.80%

of portfolio

Avg buy

$0.05

2025Q2

Current

$166.08

Return

+315703.4%

Last action

Exited

2025Q3

623,145 sh

$32.8K

PCTPURECYCLE TECHNOLOGIES INC

Industrials·Pollution & Treatment Controls

0.77%

of portfolio

Avg buy

$0.01

2024Q4

Current

—

Return

—

Last action

Added 33.3%

2025Q4

2,303,084 sh

$31.6K

KMIKINDER MORGAN INC DEL

Energy·Oil & Gas Midstream

0.77%

of portfolio

Avg buy

$0.02

2024Q1

Current

$31.79

Return

+167297.3%

Last action

Exited

2025Q3

1,071,665 sh

$31.5K

APPAPPLOVIN CORP

Communication Services·Advertising Agencies

0.77%

of portfolio

Avg buy

$0.31

2025Q1

Current

$466.09

Return

+149367.6%

Last action

Exited

2025Q3

89,458 sh

$31.3K

UALUNITED AIRLS HLDGS INC

Industrials·Airlines

0.74%

of portfolio

Avg buy

$16.67

2017Q1

Current

—

Return

—

Last action

New holding

2025Q4

377,120 sh

$30.0K

GSGOLDMAN SACHS GROUP INC

Financial Services·Capital Markets

0.73%

of portfolio

Avg buy

$0.71

2025Q2

Current

$900.00

Return

+127061.4%

Last action

New holding

2025Q4

42,000 sh

$29.7K

BCSBARCLAYS PLCADR

Financial Services·Banks - Diversified

0.71%

of portfolio

Avg buy

$0.01

2024Q1

Current

—

Return

—

Last action

Exited

2025Q3

1,549,950 sh

$28.8K

ILMNILLUMINA INC

Healthcare·Diagnostics & Research

0.70%

of portfolio

Avg buy

$55.21

2018Q4

Current

$132.72

Return

+140.4%

Last action

Exited

2025Q3

300,615 sh

$28.7K

G7997R103SEAGATE TECHNOLOGY HLDNGS PL

0.70%

of portfolio

Avg buy

$0.08

2023Q3

Current

—

Return

—

Last action

Exited

2025Q4

197,490 sh

$28.5K

TWLOTWILIO INC

Technology·Software - Infrastructure

0.61%

of portfolio

Avg buy

$3.32

2019Q1

Current

$136.96

Return

+4025.2%

Last action

Exited

2025Q4

200,475 sh

$24.9K

AVGOBROADCOM INC

Technology·Semiconductors

0.58%

of portfolio

Avg buy

$0.31

2023Q3

Current

$398.47

Return

+126407.1%

Last action

Exited

2025Q3

86,140 sh

$23.7K

ARGTGLOBAL X FDSETF

0.56%

of portfolio

Avg buy

$0.07

2024Q1

Current

—

Return

—

Last action

Exited

2025Q4

267,700 sh

$22.7K

YPFYPF SOCIEDAD ANONIMAADR

Energy·Oil & Gas Integrated

0.54%

of portfolio

Avg buy

$0.04

2024Q2

Current

—

Return

—

Last action

Added 232.5%

2025Q4

703,995 sh

$22.1K

EWZISHARES INCETF

0.52%

of portfolio

Avg buy

$1.57

2022Q1

Current

—

Return

—

Last action

New holding

2025Q4

738,800 sh

$21.3K

HASHASBRO INC

Consumer Cyclical·Leisure

0.51%

of portfolio

Avg buy

$0.07

2025Q2

Current

—

Return

—

Last action

Exited

2025Q3

281,100 sh

$20.8K

OPCHOPTION CARE HEALTH INC

Healthcare·Medical Care Facilities

0.51%

of portfolio

Avg buy

$0.61

2020Q4

Current

—

Return

—

Last action

Added

2025Q4

636,850 sh

$20.7K

XPOXPO LOGISTICS INC

Industrials·Trucking

0.51%

of portfolio

Avg buy

$0.12

2024Q3

Current

—

Return

—

Last action

Exited

2025Q3

163,100 sh

$20.6K

BACBK OF AMERICA CORP

Financial Services·Banks - Diversified

0.40%

of portfolio

Avg buy

$12.20

2016Q3

Current

$53.51

Return

+338.6%

Last action

Exited

2025Q4

341,900 sh

$16.2K

CHYMCHIME FINL INC

Technology·Software - Application

0.40%

of portfolio

Avg buy

$0.03

2025Q2

Current

—

Return

—

Last action

Exited

2025Q4

466,825 sh

$16.1K

BMABANCO MACRO SAADR

Financial Services·Banks - Regional

0.38%

of portfolio

Avg buy

$0.06

2024Q1

Current

—

Return

—

Last action

Exited

2025Q3

220,900 sh

$15.5K

N62509109NEWAMSTERDAM PHARMA COMPANY

0.37%

of portfolio

Avg buy

$0.03

2024Q3

Current

—

Return

—

Last action

Added

2025Q4

832,175 sh

$15.1K

VKTXVIKING THERAPEUTICS INC

Healthcare·Biotechnology

0.36%

of portfolio

Avg buy

$0.03

2025Q2

Current

$35.51

Return

+133902.9%

Last action

Exited

2025Q3

549,295 sh

$14.6K

GGALGRUPO FINANCIERO GALICIA S.AADR

Financial Services·Banks - Regional

0.29%

of portfolio

Avg buy

$17.18

2017Q3

Current

—

Return

—

Last action

Exited

2025Q3

231,481 sh

$11.7K

BWXTBWX TECHNOLOGIES INC

Industrials·Aerospace & Defense

0.27%

of portfolio

Avg buy

$0.11

2024Q4

Current

$230.80

Return

+207097.8%

Last action

Exited

2025Q3

76,475 sh

$11.0K

G0896C103BBB FOODS INC

0.25%

of portfolio

Avg buy

$0.03

2025Q2

Current

—

Return

—

Last action

Added

2025Q4

360,550 sh

$10.0K

DHID R HORTON INC

Consumer Cyclical·Residential Construction

0.25%

of portfolio

Avg buy

$28.53

2020Q2

Current

$143.35

Return

+402.5%

Last action

Exited

2025Q4

77,400 sh

$10.0K

LENLENNAR CORP

Consumer Cyclical·Residential Construction

0.24%

of portfolio

Avg buy

$25.32

2020Q2

Current

—

Return

—

Last action

Exited

2025Q4

89,900 sh

$9.9K

BLDRBUILDERS FIRSTSOURCE INC

Industrials·Building Products & Equipment

0.24%

of portfolio

Avg buy

$0.11

2022Q3

Current

$83.90

Return

+74638.5%

Last action

Exited

2025Q3

85,065 sh

$9.9K

FCXFREEPORT-MCMORAN INC

Basic Materials·Copper

0.24%

of portfolio

Avg buy

$2.56

2016Q2

Current

$68.28

Return

+2568.9%

Last action

Exited

2025Q3

224,800 sh

$9.7K

CCCCCC INTELLIGENT SOLUTIONS HL

Technology·Software - Application

0.23%

of portfolio

Avg buy

$0.54

2021Q3

Current

$5.59

Return

+938.7%

Last action

Exited

2025Q3

1,007,944 sh

$9.5K

ELVNENLIVEN THERAPEUTICS INC

Healthcare·Biotechnology

0.23%

of portfolio

Avg buy

$0.02

2025Q2

Current

—

Return

—

Last action

Exited

2025Q4

463,000 sh

$9.3K

M3760D101ELBIT SYS LTD

0.20%

of portfolio

Avg buy

$0.45

2025Q2

Current

—

Return

—

Last action

Exited

2025Q3

18,287 sh

$8.2K

TMOTHERMO FISHER SCIENTIFIC INC

Healthcare·Diagnostics & Research

0.12%

of portfolio

Avg buy

$0.41

2025Q2

Current

$516.00

Return

+127152.9%

Last action

Exited

2025Q3

12,200 sh

$4.9K

DHRDANAHER CORPORATION

Healthcare·Diagnostics & Research

0.12%

of portfolio

Avg buy

$0.25

2023Q3

Current

$193.78

Return

+78003.6%

Last action

Exited

2025Q3

24,700 sh

$4.9K

CCCHEMOURS CO

Basic Materials·Specialty Chemicals

0.12%

of portfolio

Avg buy

$0.01

2025Q2

Current

$23.87

Return

+208354.8%

Last action

Exited

2025Q3

421,800 sh

$4.8K

G65163100JOBY AVIATION INC

0.01%

of portfolio

Avg buy

$0.01

2022Q3

Current

—

Return

—

Last action

Exited

2025Q3

31,489 sh

$332

Portfolio heatmap

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

Sector exposure

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

Healthcare10 pos$1.2M33.2%
Technology12 pos$806K22.7%
Consumer Cyclical8 pos$443K12.5%
Industrials9 pos$421K11.9%
Financial Services7 pos$205K5.8%
Communication Services3 pos$203K5.7%
Consumer Defensive1 pos$149K4.2%
Energy3 pos$127K3.6%
Basic Materials2 pos$15K0.4%

(9.4% unclassified, excluded from %)