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 · 2025Q3

Sector62 positions

NTRANATERA INC

Healthcare·Diagnostics & Research

12.74%

of portfolio

Avg buy

$2.57

2022Q3

Current

$196.11

Return

+7539.8%

Last action

Trimmed 17.9%

2025Q4

3,214,532 sh

$517.4K

INSMINSMED INC

Healthcare·Biotechnology

8.59%

of portfolio

Avg buy

$0.31

2020Q2

Current

—

Return

—

Last action

Trimmed 28.0%

2025Q4

2,423,435 sh

$349.0K

TEVATEVA PHARMACEUTICAL INDS LTDADR

Healthcare·Drug Manufacturers - Specialty & Generic

8.25%

of portfolio

Avg buy

$0.02

2024Q3

Current

$31.26

Return

+165176.1%

Last action

Trimmed 39.2%

2025Q4

16,593,935 sh

$335.2K

TSMTAIWAN SEMICONDUCTOR MFG LTDADR

Technology·Semiconductors

5.26%

of portfolio

Avg buy

$0.18

2022Q3

Current

$363.35

Return

+206980.9%

Last action

Trimmed 22.5%

2025Q4

765,085 sh

$213.7K

WWDWOODWARD INC

Industrials·Aerospace & Defense

3.94%

of portfolio

Avg buy

$0.15

2023Q4

Current

—

Return

—

Last action

Trimmed 6.2%

2025Q4

633,015 sh

$160.0K

CPNGCOUPANG INC

Consumer Cyclical·Internet Retail

3.67%

of portfolio

Avg buy

$18.21

2021Q1

Current

$21.49

Return

+18.0%

Last action

Added 85.8%

2025Q4

4,633,124 sh

$149.2K

MELIMERCADOLIBRE INC

Consumer Cyclical·Internet Retail

3.36%

of portfolio

Avg buy

$570.69

2018Q2

Current

$1822

Return

+219.3%

Last action

Trimmed 16.1%

2025Q4

58,344 sh

$136.3K

DOCUDOCUSIGN INC

Technology·Software - Application

2.99%

of portfolio

Avg buy

$0.62

2019Q1

Current

$46.06

Return

+7364.2%

Last action

Trimmed 28.3%

2025Q4

1,685,950 sh

$121.5K

VRNAVERONA PHARMA PLCADR

2.63%

of portfolio

Avg buy

$0.04

2024Q3

Current

—

Return

—

Last action

Exited

2025Q4

1,002,080 sh

$106.9K

EEMISHARES TRETF

2.50%

of portfolio

Avg buy

$42.73

2016Q1

Current

—

Return

—

Last action

Trimmed 34.4%

2025Q4

1,900,000 sh

$101.5K

AMZNAMAZON COM INC

Consumer Cyclical·Internet Retail

2.36%

of portfolio

Avg buy

$11.50

2016Q1

Current

$249.70

Return

+2071.7%

Last action

Added 220.9%

2025Q4

437,070 sh

$96.0K

ROKUROKU INC

Communication Services·Entertainment

2.03%

of portfolio

Avg buy

$0.08

2025Q1

Current

$111.87

Return

+139627.2%

Last action

Trimmed 22.5%

2025Q4

822,435 sh

$82.3K

FIGRFIGURE TECHNOLOGY SOLUTIO

Financial Services·Capital Markets

1.90%

of portfolio

Avg buy

$0.04

2025Q3

Current

—

Return

—

Last action

Trimmed 21.4%

2025Q4

2,116,825 sh

$77.0K

QSRRESTAURANT BRANDS INTL INC

Consumer Cyclical·Restaurants

1.79%

of portfolio

Avg buy

$0.07

2025Q2

Current

$77.61

Return

+117959.8%

Last action

Added 7.4%

2025Q4

1,131,365 sh

$72.6K

STUBSTUBHUB HLDGS INC

Communication Services·Internet Content & Information

1.77%

of portfolio

Avg buy

$0.02

2025Q3

Current

—

Return

—

Last action

Trimmed 31.4%

2025Q4

4,259,516 sh

$71.7K

WABWABTEC

Industrials·Railroads

1.49%

of portfolio

Avg buy

$0.18

2024Q1

Current

$255.50

Return

+140906.7%

Last action

Trimmed 0.8%

2025Q4

302,410 sh

$60.6K

METAMETA PLATFORMS INC

Communication Services·Internet Content & Information

1.38%

of portfolio

Avg buy

$86.86

2016Q1

Current

$676.87

Return

+679.2%

Last action

Exited

2025Q4

76,100 sh

$55.9K

N62509109NEWAMSTERDAM PHARMA COMPANY

1.35%

of portfolio

Avg buy

$0.03

2024Q3

Current

—

Return

—

Last action

Added 147.5%

2025Q4

1,923,700 sh

$54.7K

CRSCARPENTER TECHNOLOGY CORP

Industrials·Metal Fabrication

1.33%

of portfolio

Avg buy

$0.26

2025Q2

Current

$426.16

Return

+161761.6%

Last action

Exited

2025Q4

220,035 sh

$54.0K

CCITIGROUP INC

Financial Services·Banks - Diversified

1.29%

of portfolio

Avg buy

$6.78

2016Q4

Current

$129.34

Return

+1807.9%

Last action

Exited

2025Q4

514,850 sh

$52.3K

TWLOTWILIO INC

Technology·Software - Infrastructure

1.26%

of portfolio

Avg buy

$3.32

2019Q1

Current

$136.96

Return

+4025.2%

Last action

Exited

2025Q4

512,800 sh

$51.3K

BACBK OF AMERICA CORP

Financial Services·Banks - Diversified

1.26%

of portfolio

Avg buy

$12.20

2016Q3

Current

$53.51

Return

+338.6%

Last action

Exited

2025Q4

989,250 sh

$51.0K

SESEA LTDADR

Consumer Cyclical·Internet Retail

1.21%

of portfolio

Avg buy

$0.48

2019Q1

Current

$90.40

Return

+18539.3%

Last action

Added

2025Q4

274,200 sh

$49.0K

EQTEQT CORP

Energy·Oil & Gas E&P

1.20%

of portfolio

Avg buy

$5.02

2016Q4

Current

$58.39

Return

+1064.0%

Last action

Exited

2025Q4

894,950 sh

$48.7K

GEVGE VERNOVA LLC

Industrials·Specialty Industrial Machinery

1.17%

of portfolio

Avg buy

$0.28

2024Q2

Current

$978.32

Return

+345876.4%

Last action

Exited

2025Q4

77,320 sh

$47.5K

G25508105CRH PLC

1.16%

of portfolio

Avg buy

$0.11

2024Q3

Current

—

Return

—

Last action

Added 25.9%

2025Q4

393,820 sh

$47.2K

VSTVISTRA CORP

Utilities·Utilities - Independent Power Producers

1.13%

of portfolio

Avg buy

$0.04

2023Q3

Current

$165.53

Return

+443408.6%

Last action

Exited

2025Q4

233,985 sh

$45.8K

UUNITY SOFTWARE INC

Technology·Software - Application

0.87%

of portfolio

Avg buy

$0.02

2025Q2

Current

$25.93

Return

+107048.8%

Last action

Trimmed 34.9%

2025Q4

882,500 sh

$35.3K

LENLENNAR CORP

Consumer Cyclical·Residential Construction

0.87%

of portfolio

Avg buy

$25.32

2020Q2

Current

—

Return

—

Last action

Exited

2025Q4

279,424 sh

$35.2K

DHID R HORTON INC

Consumer Cyclical·Residential Construction

0.86%

of portfolio

Avg buy

$28.53

2020Q2

Current

$143.35

Return

+402.5%

Last action

Exited

2025Q4

205,150 sh

$34.8K

CLFCLEVELAND-CLIFFS INC NEW

Basic Materials·Steel

0.82%

of portfolio

Avg buy

$0.01

2025Q3

Current

$9.72

Return

+79573.2%

Last action

Trimmed 26.3%

2025Q4

2,715,035 sh

$33.1K

G0896C103BBB FOODS INC

0.79%

of portfolio

Avg buy

$0.03

2025Q2

Current

—

Return

—

Last action

Added

2025Q4

1,183,125 sh

$31.9K

PCTPURECYCLE TECHNOLOGIES INC

Industrials·Pollution & Treatment Controls

0.75%

of portfolio

Avg buy

$0.01

2024Q4

Current

—

Return

—

Last action

Added 33.3%

2025Q4

2,303,084 sh

$30.3K

FWONKLIBERTY MEDIA CORP DELTRK

Communication Services·Entertainment

0.74%

of portfolio

Avg buy

$0.10

2025Q3

Current

$89.94

Return

+86009.3%

Last action

Exited

2025Q4

288,400 sh

$30.1K

DAKTDAKTRONICS INC

Technology·Electronic Components

0.74%

of portfolio

Avg buy

$0.01

2024Q1

Current

—

Return

—

Last action

Trimmed 28.9%

2025Q4

1,436,936 sh

$30.1K

DKSDICKS SPORTING GOODS INC

Consumer Cyclical·Specialty Retail

0.72%

of portfolio

Avg buy

$0.22

2025Q3

Current

$217.86

Return

+97939.6%

Last action

Exited

2025Q4

132,425 sh

$29.4K

G3643J108FLUTTER ENTMT PLC

0.72%

of portfolio

Avg buy

$0.22

2024Q2

Current

—

Return

—

Last action

Trimmed 71.6%

2025Q3

115,245 sh

$29.3K

KBESPDR SER TRETF

0.71%

of portfolio

Avg buy

$0.06

2025Q3

Current

—

Return

—

Last action

Exited

2025Q4

482,095 sh

$28.6K

OPCHOPTION CARE HEALTH INC

Healthcare·Medical Care Facilities

0.67%

of portfolio

Avg buy

$0.61

2020Q4

Current

—

Return

—

Last action

Added 366.9%

2025Q4

977,685 sh

$27.1K

AEVAAEVA TECHNOLOGIES INC

Technology·Software - Infrastructure

0.66%

of portfolio

Avg buy

$0.01

2025Q3

Current

—

Return

—

Last action

Trimmed 0.8%

2025Q4

1,839,314 sh

$26.7K

PCGPG&E CORP

Utilities·Utilities - Regulated Electric

0.61%

of portfolio

Avg buy

$22.92

2019Q2

Current

—

Return

—

Last action

Exited

2025Q4

1,649,300 sh

$24.9K

GOOGLALPHABET INC

Communication Services·Internet Content & Information

0.61%

of portfolio

Avg buy

$52.32

2016Q1

Current

$336.02

Return

+542.2%

Last action

Added

2025Q4

102,200 sh

$24.8K

ARMARM HOLDINGS PLCADR

Technology·Semiconductors

0.58%

of portfolio

Avg buy

$0.13

2024Q3

Current

$162.33

Return

+129000.4%

Last action

Exited

2025Q4

167,900 sh

$23.8K

NUNU HLDGS LTD

Financial Services·Banks - Regional

0.57%

of portfolio

Avg buy

$0.01

2024Q4

Current

$15.43

Return

+116261.2%

Last action

Exited

2025Q4

1,454,180 sh

$23.3K

SMTCSEMTECH CORP

Technology·Semiconductors

0.53%

of portfolio

Avg buy

$0.07

2025Q3

Current

—

Return

—

Last action

Exited

2025Q4

301,515 sh

$21.5K

G7997R103SEAGATE TECHNOLOGY HLDNGS PL

0.50%

of portfolio

Avg buy

$0.08

2023Q3

Current

—

Return

—

Last action

Exited

2025Q4

85,900 sh

$20.3K

GPCGENUINE PARTS CO

Consumer Cyclical·Auto Parts

0.49%

of portfolio

Avg buy

$0.14

2025Q3

Current

$111.18

Return

+80116.6%

Last action

Exited

2025Q4

144,185 sh

$20.0K

ELVNENLIVEN THERAPEUTICS INC

Healthcare·Biotechnology

0.48%

of portfolio

Avg buy

$0.02

2025Q2

Current

—

Return

—

Last action

Exited

2025Q4

947,405 sh

$19.4K

POSTPOST HLDGS INC

Consumer Defensive·Packaged Foods

0.47%

of portfolio

Avg buy

$68.77

2016Q1

Current

$99.55

Return

+44.8%

Last action

Exited

2025Q4

176,400 sh

$19.0K

SNDKSANDISK CORP

Technology·Computer Hardware

0.46%

of portfolio

Avg buy

$0.11

2025Q3

Current

—

Return

—

Last action

Exited

2025Q4

166,235 sh

$18.7K

SYFSYNCHRONY FINANCIAL

Financial Services·Credit Services

0.46%

of portfolio

Avg buy

$22.98

2020Q2

Current

$75.17

Return

+227.1%

Last action

Exited

2025Q4

261,825 sh

$18.6K

ARGTGLOBAL X FDSETF

0.44%

of portfolio

Avg buy

$0.07

2024Q1

Current

—

Return

—

Last action

Exited

2025Q4

254,045 sh

$17.7K

COGTCOGENT BIOSCIENCES INC

Healthcare·Biotechnology

0.37%

of portfolio

Avg buy

$0.03

2025Q3

Current

—

Return

—

Last action

Added

2025Q4

1,059,580 sh

$15.2K

PTGXPROTAGONIST THERAPEUTICS INC

Healthcare·Biotechnology

0.26%

of portfolio

Avg buy

$0.07

2025Q3

Current

—

Return

—

Last action

New holding

2025Q3

159,700 sh

$10.6K

COFCAPITAL ONE FINL CORP

Financial Services·Credit Services

0.23%

of portfolio

Avg buy

$0.16

2024Q1

Current

$200.71

Return

+123330.9%

Last action

Exited

2025Q4

43,920 sh

$9.3K

CMGCHIPOTLE MEXICAN GRILL INC

Consumer Cyclical·Restaurants

0.22%

of portfolio

Avg buy

$0.04

2025Q3

Current

$35.08

Return

+91488.2%

Last action

Added 213.1%

2025Q4

233,205 sh

$9.1K

SEISOLARIS OILFIELD INFRASTRUCT

Energy·Oil & Gas Equipment & Services

0.14%

of portfolio

Avg buy

$0.04

2025Q3

Current

—

Return

—

Last action

Exited

2025Q4

145,600 sh

$5.8K

MDBMONGODB INC

Technology·Software - Infrastructure

0.14%

of portfolio

Avg buy

$0.31

2025Q3

Current

$251.14

Return

+80811.2%

Last action

Exited

2025Q4

17,710 sh

$5.5K

TXRHTEXAS ROADHOUSE INC

Consumer Cyclical·Restaurants

0.12%

of portfolio

Avg buy

$0.17

2025Q3

Current

$159.95

Return

+96173.7%

Last action

Exited

2025Q4

29,800 sh

$5.0K

SATSECHOSTAR CORP

Communication Services·Telecom Services

0.11%

of portfolio

Avg buy

$0.08

2025Q3

Current

—

Return

—

Last action

New holding

2025Q3

60,765 sh

$4.6K

YPFYPF SOCIEDAD ANONIMAADR

Energy·Oil & Gas Integrated

0.07%

of portfolio

Avg buy

$0.04

2024Q2

Current

—

Return

—

Last action

Added

2025Q4

114,695 sh

$2.8K

CHYMCHIME FINL INC

Technology·Software - Application

0.02%

of portfolio

Avg buy

$0.03

2025Q2

Current

—

Return

—

Last action

Exited

2025Q4

43,230 sh

$872

Portfolio heatmap

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

Sector exposure

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

Healthcare7 pos$1.3M36.5%
Consumer Cyclical11 pos$637K18.2%
Technology11 pos$549K15.7%
Industrials5 pos$352K10.1%
Communication Services6 pos$270K7.7%
Financial Services6 pos$232K6.6%
Utilities2 pos$71K2.0%
Energy3 pos$57K1.6%
Basic Materials1 pos$33K0.9%
Consumer Defensive1 pos$19K0.5%

(11.1% unclassified, excluded from %)