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 portfolio (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 57.9% over the past year. OpenStocks tracks 40 consecutive quarterly snapshots for this manager — every position change, new entry, and exit is logged below.
Portfolio
$4.49M
Positions
58
Quarter
2025Q4
Filings tracked
40
Capital flow per quarter
BuysSellsNet
Latest · 2025Q4
-$225K
Lifetime buys
$1.70B
Lifetime sells
$2.34B
Quarter activity
What changed in 2023Q3 — net new, added, trimmed, exited.
New positions13 names
- GOOGLALPHABET INC+838,375$110K
- VSTVISTRA CORP+1,988,561$66K
- G7997RSEAGATE TECHNOLOGY HLDNGS PL+915,043$60K
- AVGOBROADCOM INC+51,956$43K
- BABAALIBABA GROUP HLDG LTD+307,500$27K
- VEEVVEEVA SYS INC+95,700$19K
- DHRDANAHER CORPORATION+76,040$19K
- H8817HTRANSOCEAN LTD+1,844,175$15K
- WDCWESTERN DIGITAL CORP.+230,000$10K
- SPHRMADISON SQUARE GRDN ENTERTNM+270,270$10K
- TKOTKO GROUP HOLDINGS INC+61,465$5K
- CEGCONSTELLATION ENERGY CORP+38,656$4K
- + 1 more…
Added to10 names
- MSFTMICROSOFT CORP+188,300$59K
- H42097UBS GROUP AG+1,423,945$35K
- TECKTECK RESOURCES LTD+688,935$30K
- CVXCHEVRON CORP NEW+161,095$27K
- VRTVERTIV HOLDINGS CO+652,495$24K
- BLDRBUILDERS FIRSTSOURCE INC+150,455$19K
- NWSNEWS CORP NEW+244,900$5K
- NWSANEWS CORP NEW+247,500$5K
- JJACOBS SOLUTIONS INC+31,015$4K
- G65163JOBY AVIATION INC+11,246$73
Trimmed8 names
Exited25 names
- TSMTAIWAN SEMICONDUCTOR MFG LTD−486,190$49K
- IQVIQVIA HLDGS INC−198,760$45K
- PTCPTC INC−273,434$39K
- ORCLORACLE CORP−271,265$32K
- SGITEMPUR SEALY INTL INC−525,050$21K
- WCCWESCO INTL INC−116,900$21K
- SKAASKECHERS U S A INC−371,125$20K
- MRVLMARVELL TECHNOLOGY INC−314,320$19K
- CDNSCADENCE DESIGN SYSTEM INC−75,395$18K
- DASHDOORDASH INC−206,900$16K
- METAMETA PLATFORMS INC−54,665$16K
- ANETEURARISTA NETWORKS INC−93,980$15K
- + 13 more…
Recent transactions
Last 20 moves
TRIM
AEVA TECHNOLOGIES INC
−14,452
~$0.01 · 2025Q4
2026-02-17
SOLD
DICKS SPORTING GOODS INC
−132,425
~$0.22 · 2025Q4
2026-02-17
NEW
BLOOM ENERGY CORP
+740,545
~$0.09 · 2025Q4
2026-02-17
ADD
CHIPOTLE MEXICAN GRILL INC
+158,725
~$0.04 · 2025Q4
2026-02-17
SOLD
SEAGATE TECHNOLOGY HLDNGS PL
−85,900
~$0.24 · 2025Q4
2026-02-17
SOLD
CAPITAL ONE FINL CORP
−43,920
~$0.21 · 2025Q4
2026-02-17
SOLD
CARPENTER TECHNOLOGY CORP
−220,035
~$0.25 · 2025Q4
2026-02-17
TRIM
CLEVELAND-CLIFFS INC NEW
−969,380
~$0.01 · 2025Q4
2026-02-17
ADD
COGENT BIOSCIENCES INC
+1,154,890
~$0.04 · 2025Q4
2026-02-17
