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Built from publicly disclosed institutional and insider activity. Informational purposes only - not investment advice.OpenStocks · v0.1
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  1. Home/
  2. Super Investors/
  3. Stanley Druckenmiller (Duquesne)
  • Overview
  • Portfolio58
  • Performance40Q
  • Options4
  • Activity2.3k
  • News

Stanley Druckenmiller

Duquesne
Share
  • Family Office · CIK 0001536411
  • Healthcare Specialist
  • Mid-Size Fund

Stanley Druckenmiller runs Duquesne, a family office overseeing $4.22B 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 178.9% since 2016Q1. OpenStocks tracks 40 consecutive quarterly snapshots for this manager — every position change, new entry, and exit is logged below.

Track Stanley's filingsView holdings↓
Portfolio
$4.22B
Positions
58
Quarter
2025Q4
Filings tracked
40
Since filing+178.9%Full performance →
Quarter
2025Q42025Q32025Q22025Q12024Q42024Q32024Q22024Q12023Q42023Q32023Q22023Q1

Holdings

Sorted by value · 2023Q2
53 positions
1
N
NVDANVIDIA CORPORATION
Technology·Semiconductors
13.98%
of portfolio
Number of shares
950,075 sh
Holdings current value
$401.90M
Avg closing price
$196.01
+1.9%
Last action
Exited
2024Q3
Current $199.64
2
C
CPNGCOUPANG INC
Consumer Cyclical·Internet Retail
12.65%
of portfolio
Number of shares
20,903,865 sh
Holdings current value
$363.73M
Avg closing price
$30.64
-32.8%
Last action
Added 11.4%
2025Q4
Current $20.58
3
M
MSFTMICROSOFT CORP
Technology·Software - Infrastructure
9.82%
of portfolio
Number of shares
828,960 sh
Holdings current value
$282.29M
Avg closing price
$452.89
-8.2%
Last action
Exited
2025Q3
Current $415.75
4
L
LLYLILLY ELI & CO
Healthcare·Drug Manufacturers - General
8.75%
of portfolio
Number of shares
536,445 sh
Holdings current value
$251.58M
Avg closing price
$524.25
+75.0%
Last action
Exited
2025Q3
Current $917.65
5
L
LWLAMB WESTON HLDGS INC
Consumer Defensive·Packaged Foods
8.26%
of portfolio
Number of shares
2,066,610 sh
Holdings current value
$237.56M
Avg closing price
$87.31
-49.7%
Last action
Exited
2024Q1
Current $43.94
6
T
TMUST-MOBILE US INC
Communication Services·Telecom Services
5.70%
of portfolio
Number of shares
1,179,562 sh
Holdings current value
$163.84M
Avg closing price
$125.64
+54.5%
Last action
Exited
2023Q4
Current $194.07
7
T
TECKTECK RESOURCES LTD
Basic Materials·Other Industrial Metals & Mining
5.00%
of portfolio
Number of shares
3,416,742 sh
Holdings current value
$143.85M
Avg closing price
$37.58
+61.7%
Last action
Exited
2025Q2
Current $60.75
8
O
OPCHOPTION CARE HEALTH INC
Healthcare·Medical Care Facilities
4.96%
of portfolio
Number of shares
4,391,174 sh
Holdings current value
$142.67M
Avg closing price
$30.13
-5.3%
Last action
Added 21.2%
2025Q4
Current $28.54
9
N
NWSANEWS CORP NEW
Communication Services·Entertainment
3.07%
of portfolio
Number of shares
4,524,525 sh
Holdings current value
$88.23M
Avg closing price
$18.24
+44.2%
Last action
Exited
2024Q3
Current $26.31
10
G
GEGENERAL ELECTRIC CO
Industrials·Aerospace & Defense
2.81%
of portfolio
Number of shares
736,095 sh
Holdings current value
$80.86M
Avg closing price
$118.86
+137.5%
Last action
Exited
2024Q2
Current $282.34
11
T
TSMTAIWAN SEMICONDUCTOR MFG LTDADR
Technology·Semiconductors
1.71%
of portfolio
Number of shares
486,190 sh
Holdings current value
$49.07M
Avg closing price
$175.46
+118.1%
Last action
Trimmed 31.3%
2025Q4
Current $382.66
12
I
IQVIQVIA HLDGS INC
Healthcare·Diagnostics & Research
1.55%
of portfolio
Number of shares
198,760 sh
Holdings current value
$44.67M
Avg closing price
$179.72
-10.6%
Last action
Exited
2025Q1
Current $160.68
13
N
NTRANATERA INC
Healthcare·Diagnostics & Research
1.51%
of portfolio
Number of shares
893,030 sh
Holdings current value
$43.45M
Avg closing price
$98.78
+103.6%
Last action
Trimmed 44.1%
2025Q4
Current $201.14
14
B
BLDRBUILDERS FIRSTSOURCE INC
Industrials·Building Products & Equipment
1.47%
of portfolio
Number of shares
310,300 sh
Holdings current value
$42.20M
Avg closing price
$112.26
-19.7%
Last action
Exited
2025Q3
Current $90.14
15
P
PTCPTC INC
Technology·Software - Application
1.35%
of portfolio
Number of shares
273,434 sh
Holdings current value
$38.91M
Avg closing price
$52.55
+158.5%
Last action
Exited
2023Q3
Current $135.83
16
C
CVXCHEVRON CORP NEW
Energy·Oil & Gas Integrated
1.22%
of portfolio
Number of shares
223,500 sh
Holdings current value
$35.17M
Avg closing price
$152.29
+23.2%
Last action
Exited
2024Q1
Current $187.60
17
K
KBRKBR INC
Industrials·Engineering & Construction
1.14%
of portfolio
Number of shares
505,658 sh
Holdings current value
$32.90M
Avg closing price
$50.38
-30.1%
Last action
Exited
2024Q2
Current $35.23
18
O
ORCLORACLE CORP
Technology·Software - Infrastructure
1.12%
of portfolio
Number of shares
271,265 sh
Holdings current value
$32.30M
Avg closing price
$119.09
+48.0%
Last action
Exited
2023Q3
Current $176.28
19
V
VRTVERTIV HOLDINGS CO
Industrials·Electrical Equipment & Parts
1.06%
of portfolio
Number of shares
1,233,755 sh
Holdings current value
$30.56M
Avg closing price
$24.90
+1192.3%
Last action
Exited
2024Q2
Current $321.75
20
A
AMZNAMAZON COM INC
Consumer Cyclical·Internet Retail
0.99%
of portfolio
Number of shares
218,380 sh
Holdings current value
$28.47M
Avg closing price
$226.61
+12.6%
Last action
Added
2025Q4
Current $255.08
21
C
CCJCAMECO CORP
Energy·Uranium
0.95%
of portfolio
Number of shares
869,740 sh
Holdings current value
$27.25M
Avg closing price
$30.56
+305.3%
Last action
Exited
2024Q2
Current $123.85
22
S
SGITEMPUR SEALY INTL INC
Consumer Cyclical·Furnishings, Fixtures & Appliances
0.73%
of portfolio
Number of shares
525,050 sh
Holdings current value
$21.04M
Avg closing price
$46.80
+69.7%
Last action
Exited
2024Q3
Current $79.44
23
W
WCCWESCO INTL INC
Industrials·Industrial Distribution
0.73%
of portfolio
Number of shares
116,900 sh
Holdings current value
$20.93M
Avg closing price
$179.06
+77.7%
Last action
Exited
2023Q3
Current $318.19
24
S
SKAASKECHERS U S A INC
0.68%
of portfolio
Number of shares
371,125 sh
Holdings current value
$19.54M
Avg closing price
$60.43
Last action
Exited
2025Q1
Current —
25
M
MRVLMARVELL TECHNOLOGY INC
Technology·Semiconductors
0.65%
of portfolio
Number of shares
314,320 sh
Holdings current value
$18.79M
Avg closing price
$59.71
+177.3%
Last action
Exited
2024Q2
Current $165.56
26
C
CDNSCADENCE DESIGN SYSTEM INC
Technology·Software - Application
0.62%
of portfolio
Number of shares
75,395 sh
Holdings current value
$17.68M
Avg closing price
$234.52
+34.0%
Last action
Exited
2023Q3
Current $314.33
27
D
DASHDOORDASH INC
Consumer Cyclical·Internet Retail
0.55%
of portfolio
Number of shares
206,900 sh
Holdings current value
$15.81M
Avg closing price
$76.42
+131.6%
Last action
New holding
2025Q4
Current $177.00
28
M
METAMETA PLATFORMS INC
Communication Services·Internet Content & Information
0.55%
of portfolio
Number of shares
54,665 sh
Holdings current value
$15.69M
Avg closing price
$269.13
+144.9%
Last action
Exited
2025Q4
Current $659.15
29
H
H42097107UBS GROUP AG
0.53%
of portfolio
Number of shares
759,500 sh
Holdings current value
$15.37M
Avg closing price
$23.93
Last action
Exited
2024Q1
Current —
30
A
ANETEURARISTA NETWORKS INC
0.53%
of portfolio
Number of shares
93,980 sh
Holdings current value
$15.23M
Avg closing price
$244.51
Last action
Exited
2024Q3
Current —
31
N
NWSNEWS CORP NEW
Communication Services·Entertainment
0.50%
of portfolio
Number of shares
730,700 sh
Holdings current value
$14.41M
Avg closing price
$19.20
+58.3%
Last action
Exited
2024Q3
Current $30.40
32
M
MUMICRON TECHNOLOGY INC
Technology·Semiconductors
0.49%
of portfolio
Number of shares
222,200 sh
Holdings current value
$14.02M
Avg closing price
$66.91
+619.9%
Last action
Exited
2025Q1
Current $481.72
33
W
WRBYWARBY PARKER INC
Healthcare·Medical Instruments & Supplies
0.43%
of portfolio
Number of shares
1,064,139 sh
Holdings current value
$12.44M
Avg closing price
$11.02
+103.8%
Last action
Exited
2024Q1
Current $22.46
34
C
CHTRCHARTER COMMUNICATIONS INC N
Communication Services·Telecom Services
0.38%
of portfolio
Number of shares
29,500 sh
Holdings current value
$10.84M
Avg closing price
$367.36
-34.2%
Last action
Exited
2023Q3
Current $241.78
35
V
VNOVORNADO RLTY TRREIT
Real Estate·REIT - Office
0.38%
of portfolio
Number of shares
594,400 sh
Holdings current value
$10.78M
Avg closing price
$18.14
+59.4%
Last action
Exited
2023Q3
Current $28.92
36
9
98156Q108WORLD WRESTLING ENTMT INC
0.37%
of portfolio
Number of shares
98,365 sh
Holdings current value
$10.67M
Avg closing price
$108.47
Last action
Exited
2023Q3
Current —
37
R
RXRXRECURSION PHARMACEUTICALS IN
Healthcare·Biotechnology
0.36%
of portfolio
Number of shares
1,385,950 sh
Holdings current value
$10.35M
Avg closing price
$12.93
-72.9%
Last action
Exited
2024Q1
Current $3.50
38
I
ILMNILLUMINA INC
Healthcare·Diagnostics & Research
0.36%
of portfolio
Number of shares
54,885 sh
Holdings current value
$10.29M
Avg closing price
$133.12
-5.8%
Last action
Exited
2025Q3
Current $125.44
39
C
CPCANADIAN PACIFIC KANSAS CITY
Industrials·Railroads
0.35%
of portfolio
Number of shares
123,600 sh
Holdings current value
$9.99M
Avg closing price
$80.79
+6.7%
Last action
Exited
2024Q1
Current $86.18
40
O
OPENOPENDOOR TECHNOLOGIES INC
Real Estate·Real Estate Services
0.22%
of portfolio
Number of shares
1,538,085 sh
Holdings current value
$6.18M
Avg closing price
$4.85
+7.6%
Last action
Exited
2023Q4
Current $5.22
41
G
G4701H109IHS HOLDING LIMITED
0.21%
of portfolio
Number of shares
770,310 sh
Holdings current value
$6.03M
Avg closing price
$11.28
Last action
Exited
2024Q4
Current —
42
F
FULFULLER H B CO
Basic Materials·Specialty Chemicals
0.19%
of portfolio
Number of shares
75,500 sh
Holdings current value
$5.40M
Avg closing price
$71.51
-11.7%
Last action
Exited
2023Q3
Current $63.13
43
C
CSLCARLISLE COS INC
Industrials·Building Products & Equipment
0.19%
of portfolio
Number of shares
20,800 sh
Holdings current value
$5.34M
Avg closing price
$256.54
+41.8%
Last action
Exited
2023Q3
Current $363.70
44
R
RPMRPM INTL INC
Basic Materials·Specialty Chemicals
0.18%
of portfolio
Number of shares
59,000 sh
Holdings current value
$5.29M
Avg closing price
$89.73
+17.8%
Last action
Exited
2023Q3
Current $105.70
45
J
JJACOBS SOLUTIONS INC
Industrials·Engineering & Construction
0.18%
of portfolio
Number of shares
43,400 sh
Holdings current value
$5.16M
Avg closing price
$126.23
+1.1%
Last action
Exited
2023Q4
Current $127.58
46
F
FSLRFIRST SOLAR INC
Technology·Solar
0.16%
of portfolio
Number of shares
24,725 sh
Holdings current value
$4.70M
Avg closing price
$98.92
+98.3%
Last action
Exited
2023Q3
Current $196.19
47
A
ABCLABCELLERA BIOLOGICS INC
Healthcare·Biotechnology
0.15%
of portfolio
Number of shares
659,750 sh
Holdings current value
$4.26M
Avg closing price
$40.24
-89.9%
Last action
Exited
2024Q1
Current $4.05
48
C
CCCCCC INTELLIGENT SOLUTIONS HL
Technology·Software - Application
0.11%
of portfolio
Number of shares
281,879 sh
Holdings current value
$3.16M
Avg closing price
$9.10
-47.4%
Last action
Exited
2025Q3
Current $4.79
49
A
ACADACADIA PHARMACEUTICALS INC
Healthcare·Biotechnology
0.06%
of portfolio
Number of shares
74,400 sh
Holdings current value
$1.78M
Avg closing price
$16.61
+33.1%
Last action
Exited
2023Q3
Current $22.11
50
C
COMPCOMPASS INC
Real Estate·Real Estate Services
0.05%
of portfolio
Number of shares
399,100 sh
Holdings current value
$1.40M
Avg closing price
$9.09
-14.3%
Last action
Exited
2023Q4
Current $7.79
51
G
GROVGROVE COLLABORATIVE HOLD INC
0.01%
of portfolio
Number of shares
196,571 sh
Holdings current value
$348.0K
Avg closing price
$1.77
-38.4%
Last action
Exited
2023Q3
Current $1.09
52
G
G65163100JOBY AVIATION INC
0.00%
of portfolio
Number of shares
11,246 sh
Holdings current value
$115.0K
Avg closing price
$6.18
Last action
Exited
2025Q3
Current —
53
S
SNSEEURSENSEI BIOTHERAPEUTICS INC
0.00%
of portfolio
Number of shares
100,000 sh
Holdings current value
$114.0K
Avg closing price
$10.52
Last action
Exited
2024Q1
Current —

Portfolio heatmap

Box size = % of portfolio · color = return since filing
NVDA
13.98% · -52.8%
CPNG
12.65% · +18.3%
MSFT
9.82% · +22.1%
LLY
8.75% · +95.7%
LW
8.26% · -61.8%
TMUS
5.70% · +39.7%
TECK
5.00% · +44.3%
OPCH
4.96% · -12.2%
NWSA
3.07% · +34.9%
GE
2.81% · +157.0%
TSM
1.71% · +279.2%
IQV
1.55% · -28.5%
NTRA
1.51% · +313.4%
BLDR
1.47% · -33.7%
PTC
1.35% · -4.5%
CVX
1.22% · +19.2%
KBR
1.14% · -45.8%
ORCL
1.12% · +48.0%
VRT
1.06% · +1199.0%
AMZN
0.99% · +95.7%
CCJ
0.95% · +295.3%
SGI
0.73% · +98.3%
WCC
0.73% · +77.7%
SKAA
0.68%

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.
  • Technology10 pos$862.8M30.7%
  • Healthcare9 pos$521.5M18.6%
  • Consumer Cyclical4 pos$429.0M15.3%
  • Communication Services5 pos$293.0M10.4%
  • Consumer Defensive1 pos$237.6M8.5%
  • Industrials8 pos$227.9M8.1%
  • Basic Materials3 pos$154.5M5.5%
  • Energy2 pos$62.4M2.2%
  • Real Estate3 pos$18.4M0.7%
(2.3% unclassified, excluded from %)