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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 · 2023Q4
50 positions
1
M
MSFTMICROSOFT CORP
Technology·Software - Infrastructure
12.19%
of portfolio
Number of shares
1,086,120 sh
Holdings current value
$408.43M
Avg closing price
$452.89
-8.2%
Last action
Exited
2025Q3
Current $415.75
2
C
CPNGCOUPANG INC
Consumer Cyclical·Internet Retail
11.07%
of portfolio
Number of shares
22,914,940 sh
Holdings current value
$370.99M
Avg closing price
$30.64
-32.8%
Last action
Added 10.3%
2025Q4
Current $20.58
3
N
NVDANVIDIA CORPORATION
Technology·Semiconductors
9.12%
of portfolio
Number of shares
617,494 sh
Holdings current value
$305.80M
Avg closing price
$196.01
+1.9%
Last action
Exited
2024Q3
Current $199.64
4
L
LLYLILLY ELI & CO
Healthcare·Drug Manufacturers - General
7.00%
of portfolio
Number of shares
402,550 sh
Holdings current value
$234.65M
Avg closing price
$524.25
+75.0%
Last action
Exited
2025Q3
Current $917.65
5
T
TECKTECK RESOURCES LTD
Basic Materials·Other Industrial Metals & Mining
6.97%
of portfolio
Number of shares
5,524,602 sh
Holdings current value
$233.55M
Avg closing price
$37.58
+61.7%
Last action
Exited
2025Q2
Current $60.75
6
G
G7997R103SEAGATE TECHNOLOGY HLDNGS PL
5.39%
of portfolio
Number of shares
2,116,108 sh
Holdings current value
$180.65M
Avg closing price
$81.71
Last action
Exited
2025Q4
Current —
7
V
VRTVERTIV HOLDINGS CO
Industrials·Electrical Equipment & Parts
3.32%
of portfolio
Number of shares
2,313,500 sh
Holdings current value
$111.12M
Avg closing price
$24.90
+1192.3%
Last action
Exited
2024Q2
Current $321.75
8
N
NWSANEWS CORP NEW
Communication Services·Entertainment
2.96%
of portfolio
Number of shares
4,045,120 sh
Holdings current value
$99.31M
Avg closing price
$18.24
+44.2%
Last action
Exited
2024Q3
Current $26.31
9
G
GEGENERAL ELECTRIC CO
Industrials·Aerospace & Defense
2.80%
of portfolio
Number of shares
736,095 sh
Holdings current value
$93.95M
Avg closing price
$118.86
+137.5%
Last action
Exited
2024Q2
Current $282.34
10
V
VSTVISTRA CORP
Utilities·Utilities - Independent Power Producers
2.74%
of portfolio
Number of shares
2,385,061 sh
Holdings current value
$91.87M
Avg closing price
$37.32
+320.3%
Last action
Exited
2025Q4
Current $156.85
11
H
H42097107UBS GROUP AG
2.23%
of portfolio
Number of shares
2,414,735 sh
Holdings current value
$74.89M
Avg closing price
$23.93
Last action
Exited
2024Q1
Current —
12
K
KBRKBR INC
Industrials·Engineering & Construction
1.92%
of portfolio
Number of shares
1,158,535 sh
Holdings current value
$64.19M
Avg closing price
$50.38
-30.1%
Last action
Exited
2024Q2
Current $35.23
13
L
LWLAMB WESTON HLDGS INC
Consumer Defensive·Packaged Foods
1.74%
of portfolio
Number of shares
539,209 sh
Holdings current value
$58.28M
Avg closing price
$87.31
-49.7%
Last action
Exited
2024Q1
Current $43.94
14
C
CCJCAMECO CORP
Energy·Uranium
1.71%
of portfolio
Number of shares
1,332,625 sh
Holdings current value
$57.44M
Avg closing price
$30.56
+305.3%
Last action
Exited
2024Q2
Current $123.85
15
C
CVXCHEVRON CORP NEW
Energy·Oil & Gas Integrated
1.71%
of portfolio
Number of shares
384,595 sh
Holdings current value
$57.37M
Avg closing price
$152.29
+23.2%
Last action
Exited
2024Q1
Current $187.60
16
N
NTRANATERA INC
Healthcare·Diagnostics & Research
1.67%
of portfolio
Number of shares
893,030 sh
Holdings current value
$55.94M
Avg closing price
$98.78
+103.6%
Last action
Trimmed 44.1%
2025Q4
Current $201.14
17
A
ANETEURARISTA NETWORKS INC
1.65%
of portfolio
Number of shares
234,185 sh
Holdings current value
$55.15M
Avg closing price
$244.51
Last action
Exited
2024Q3
Current —
18
W
WWDWOODWARD INC
Industrials·Aerospace & Defense
1.64%
of portfolio
Number of shares
404,635 sh
Holdings current value
$55.08M
Avg closing price
$151.34
+142.9%
Last action
Trimmed 9.4%
2025Q4
Current $367.52
19
O
OPCHOPTION CARE HEALTH INC
Healthcare·Medical Care Facilities
1.46%
of portfolio
Number of shares
1,456,215 sh
Holdings current value
$49.06M
Avg closing price
$30.13
-5.3%
Last action
Added 111.7%
2025Q4
Current $28.54
20
S
SGITEMPUR SEALY INTL INC
Consumer Cyclical·Furnishings, Fixtures & Appliances
1.14%
of portfolio
Number of shares
749,100 sh
Holdings current value
$38.18M
Avg closing price
$46.80
+69.7%
Last action
Exited
2024Q3
Current $79.44
21
Y
Y2573F102FLEX LTD
1.03%
of portfolio
Number of shares
1,134,400 sh
Holdings current value
$34.55M
Avg closing price
$28.28
Last action
Exited
2025Q2
Current —
22
A
ABXBARRICK GOLD CORP
Financial Services·Insurance - Life
0.95%
of portfolio
Number of shares
1,758,300 sh
Holdings current value
$31.81M
Avg closing price
$17.66
-47.8%
Last action
Exited
2024Q1
Current $9.21
23
B
BAHBOOZ ALLEN HAMILTON HLDG COR
Industrials·Consulting Services
0.90%
of portfolio
Number of shares
235,800 sh
Holdings current value
$30.16M
Avg closing price
$127.91
-38.2%
Last action
Exited
2024Q3
Current $79.01
24
T
TKOTKO GROUP HOLDINGS INC
Communication Services·Entertainment
0.80%
of portfolio
Number of shares
326,735 sh
Holdings current value
$26.66M
Avg closing price
$82.05
+127.0%
Last action
Exited
2024Q1
Current $186.26
25
N
NWSNEWS CORP NEW
Communication Services·Entertainment
0.75%
of portfolio
Number of shares
975,600 sh
Holdings current value
$25.09M
Avg closing price
$19.20
+58.3%
Last action
Exited
2024Q3
Current $30.40
26
M
MRVLMARVELL TECHNOLOGY INC
Technology·Semiconductors
0.65%
of portfolio
Number of shares
363,585 sh
Holdings current value
$21.93M
Avg closing price
$59.71
+177.3%
Last action
Exited
2024Q2
Current $165.56
27
F
FCXFREEPORT-MCMORAN INC
Basic Materials·Copper
0.60%
of portfolio
Number of shares
471,535 sh
Holdings current value
$20.07M
Avg closing price
$37.53
+63.8%
Last action
Exited
2025Q3
Current $61.48
28
N
NEMNEWMONT CORP
Basic Materials·Gold
0.59%
of portfolio
Number of shares
474,250 sh
Holdings current value
$19.63M
Avg closing price
$41.39
+168.3%
Last action
Exited
2024Q1
Current $111.06
29
P
PANWPALO ALTO NETWORKS INC
Technology·Software - Infrastructure
0.57%
of portfolio
Number of shares
64,715 sh
Holdings current value
$19.08M
Avg closing price
$217.99
-20.5%
Last action
Exited
2025Q1
Current $173.21
30
P
PSTGPURE STORAGE INC
Technology·Computer Hardware
0.57%
of portfolio
Number of shares
531,247 sh
Holdings current value
$18.94M
Avg closing price
$13.69
+395.3%
Last action
Exited
2024Q1
Current $67.80
31
V
VEEVVEEVA SYS INC
Healthcare·Health Information Services
0.55%
of portfolio
Number of shares
95,700 sh
Holdings current value
$18.42M
Avg closing price
$199.65
-21.8%
Last action
Exited
2024Q1
Current $156.15
32
G
GTMZOOMINFO TECHNOLOGIES INC
Technology·Software - Application
0.51%
of portfolio
Number of shares
924,100 sh
Holdings current value
$17.09M
Avg closing price
$16.42
-64.2%
Last action
Exited
2025Q1
Current $5.87
33
D
DKNGDRAFTKINGS INC NEW
Consumer Cyclical·Gambling
0.45%
of portfolio
Number of shares
423,850 sh
Holdings current value
$14.94M
Avg closing price
$35.25
-37.1%
Last action
Exited
2024Q1
Current $22.17
34
W
WDCWESTERN DIGITAL CORP.
Technology·Computer Hardware
0.36%
of portfolio
Number of shares
230,000 sh
Holdings current value
$12.04M
Avg closing price
$57.23
+604.3%
Last action
Exited
2025Q1
Current $403.12
35
N
NTNXNUTANIX INC
Technology·Software - Infrastructure
0.31%
of portfolio
Number of shares
216,600 sh
Holdings current value
$10.33M
Avg closing price
$47.69
-17.9%
Last action
Exited
2024Q1
Current $39.15
36
T
TTWOTAKE-TWO INTERACTIVE SOFTWAR
Communication Services·Electronic Gaming & Multimedia
0.31%
of portfolio
Number of shares
63,850 sh
Holdings current value
$10.28M
Avg closing price
$160.96
+30.4%
Last action
Exited
2024Q2
Current $209.90
37
A
ADBEADOBE SYSTEMS INCORPORATED
Technology·Software - Application
0.30%
of portfolio
Number of shares
17,130 sh
Holdings current value
$10.22M
Avg closing price
$429.78
-44.4%
Last action
Exited
2024Q4
Current $238.98
38
S
SPHRMADISON SQUARE GRDN ENTERTNM
Communication Services·Entertainment
0.30%
of portfolio
Number of shares
294,751 sh
Holdings current value
$10.01M
Avg closing price
$38.42
+232.9%
Last action
Exited
2024Q3
Current $127.87
39
L
LPXLOUISIANA PAC CORP
Industrials·Building Products & Equipment
0.29%
of portfolio
Number of shares
135,132 sh
Holdings current value
$9.57M
Avg closing price
$64.56
+15.7%
Last action
Exited
2024Q1
Current $74.70
40
W
WRBYWARBY PARKER INC
Healthcare·Medical Instruments & Supplies
0.28%
of portfolio
Number of shares
674,039 sh
Holdings current value
$9.50M
Avg closing price
$11.02
+103.8%
Last action
Exited
2024Q1
Current $22.46
41
R
RXRXRECURSION PHARMACEUTICALS IN
Healthcare·Biotechnology
0.27%
of portfolio
Number of shares
906,767 sh
Holdings current value
$8.94M
Avg closing price
$12.93
-72.9%
Last action
Exited
2024Q1
Current $3.50
42
K
KRESPDR SER TRETF
0.24%
of portfolio
Number of shares
153,965 sh
Holdings current value
$8.07M
Avg closing price
$55.82
+25.4%
Last action
Exited
2025Q1
Current $70.00
43
O
OLEDUNIVERSAL DISPLAY CORP
Technology·Electronic Components
0.16%
of portfolio
Number of shares
28,400 sh
Holdings current value
$5.43M
Avg closing price
$191.27
-48.9%
Last action
Exited
2024Q1
Current $97.78
44
S
SCHWSCHWAB CHARLES CORP
Financial Services·Capital Markets
0.15%
of portfolio
Number of shares
71,700 sh
Holdings current value
$4.93M
Avg closing price
$68.80
+29.2%
Last action
Exited
2024Q1
Current $88.92
45
C
CEGCONSTELLATION ENERGY CORP
Utilities·Utilities - Independent Power Producers
0.13%
of portfolio
Number of shares
38,656 sh
Holdings current value
$4.52M
Avg closing price
$84.29
+247.3%
Last action
Exited
2024Q2
Current $292.77
46
A
ABCLABCELLERA BIOLOGICS INC
Healthcare·Biotechnology
0.11%
of portfolio
Number of shares
659,750 sh
Holdings current value
$3.77M
Avg closing price
$40.24
-89.9%
Last action
Exited
2024Q1
Current $4.05
47
C
CPCANADIAN PACIFIC KANSAS CITY
Industrials·Railroads
0.11%
of portfolio
Number of shares
47,505 sh
Holdings current value
$3.76M
Avg closing price
$80.79
+6.7%
Last action
Exited
2024Q1
Current $86.18
48
G
G4701H109IHS HOLDING LIMITED
0.11%
of portfolio
Number of shares
770,310 sh
Holdings current value
$3.54M
Avg closing price
$11.28
Last action
Exited
2024Q4
Current —
49
G
G65163100JOBY AVIATION INC
0.00%
of portfolio
Number of shares
22,492 sh
Holdings current value
$150.0K
Avg closing price
$6.18
Last action
Exited
2025Q3
Current —
50
S
SNSEEURSENSEI BIOTHERAPEUTICS INC
0.00%
of portfolio
Number of shares
100,000 sh
Holdings current value
$69.0K
Avg closing price
$10.52
Last action
Exited
2024Q1
Current —

Portfolio heatmap

Box size = % of portfolio · color = return since filing
MSFT
12.19% · +10.6%
CPNG
11.07% · +27.1%
NVDA
9.12% · -59.7%
LLY
7.00% · +57.4%
TECK
6.97% · +43.7%
SEAGATE TECHNOLOGY HLDNGS PL
5.39%
VRT
3.32% · +569.9%
NWSA
2.96% · +7.2%
GE
2.80% · +121.2%
VST
2.74% · +307.2%
UBS GROUP AG
2.23%
KBR
1.92% · -36.4%
LW
1.74% · -59.3%
CCJ
1.71% · +187.4%
CVX
1.71% · +25.8%
NTRA
1.67% · +221.1%
ANETEUR
1.65%
WWD
1.64% · +170.0%
OPCH
1.46% · -15.3%
SGI
1.14% · +55.9%
FLEX LTD
1.03%
ABX
0.95% · -49.1%
BAH
0.90% · -38.2%
TKO
0.80% · +128.3%

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.
  • Technology10 pos$829.3M30.1%
  • Consumer Cyclical3 pos$424.1M15.4%
  • Healthcare7 pos$380.3M13.8%
  • Industrials7 pos$367.8M13.4%
  • Basic Materials3 pos$273.3M9.9%
  • Communication Services5 pos$171.3M6.2%
  • Energy2 pos$114.8M4.2%
  • Utilities2 pos$96.4M3.5%
  • Consumer Defensive1 pos$58.3M2.1%
  • Financial Services2 pos$36.7M1.3%
(11.5% unclassified, excluded from %)