OpenStocks
Smart money
  • Super investors
  • Most popular stocks
  • Biggest buys
  • Biggest sells
  • New positions
  • Smart-money signals
Insiders
  • Insider trading
  • Browse insiders
  • Transactions feed
  • Insider trading RSS
Congress
  • Congress stock trades
  • All members of Congress
  • Trades by committee
  • Congress trades RSS
Markets
  • ETFs
  • Sectors
  • Industries
  • Stock screener
  • Daily market digest
  • Blog
Built from publicly disclosed institutional and insider activity. Informational purposes only - not investment advice.OpenStocks · v0.1
Logos by elbstream.com
  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 · 2024Q2
63 positions
1
C
COHRCOHERENT CORP
Technology·Scientific & Technical Instruments
8.92%
of portfolio
Number of shares
3,589,540 sh
Holdings current value
$260.10M
Avg closing price
$64.13
+426.5%
Last action
Exited
2025Q3
Current $337.68
2
C
CPNGCOUPANG INC
Consumer Cyclical·Internet Retail
7.88%
of portfolio
Number of shares
10,971,140 sh
Holdings current value
$229.84M
Avg closing price
$30.64
-32.8%
Last action
Added 24.2%
2025Q4
Current $20.58
3
V
VSTVISTRA CORP
Utilities·Utilities - Independent Power Producers
7.74%
of portfolio
Number of shares
2,625,231 sh
Holdings current value
$225.72M
Avg closing price
$37.32
+320.3%
Last action
Exited
2025Q4
Current $156.85
4
N
NTRANATERA INC
Healthcare·Diagnostics & Research
7.33%
of portfolio
Number of shares
1,974,880 sh
Holdings current value
$213.86M
Avg closing price
$98.78
+103.6%
Last action
Trimmed 26.3%
2025Q4
Current $201.14
5
G
G7997R103SEAGATE TECHNOLOGY HLDNGS PL
6.21%
of portfolio
Number of shares
1,755,278 sh
Holdings current value
$181.27M
Avg closing price
$81.71
Last action
Exited
2025Q4
Current —
6
M
MSFTMICROSOFT CORP
Technology·Software - Infrastructure
6.14%
of portfolio
Number of shares
400,490 sh
Holdings current value
$179.00M
Avg closing price
$452.89
-8.2%
Last action
Exited
2025Q3
Current $415.75
7
W
WWDWOODWARD INC
Industrials·Aerospace & Defense
5.70%
of portfolio
Number of shares
954,230 sh
Holdings current value
$166.40M
Avg closing price
$151.34
+142.9%
Last action
Trimmed 4.2%
2025Q4
Current $367.52
8
K
KMIKINDER MORGAN INC DEL
Energy·Oil & Gas Midstream
4.60%
of portfolio
Number of shares
6,753,165 sh
Holdings current value
$134.19M
Avg closing price
$18.99
+67.1%
Last action
Exited
2025Q3
Current $31.73
9
M
MAAMID-AMER APT CMNTYS INCREIT
Real Estate·REIT - Residential
3.15%
of portfolio
Number of shares
644,190 sh
Holdings current value
$91.87M
Avg closing price
$142.61
-11.6%
Last action
Exited
2024Q4
Current $126.00
10
P
PMPHILIP MORRIS INTL INC
Consumer Defensive·Tobacco
3.09%
of portfolio
Number of shares
889,355 sh
Holdings current value
$90.12M
Avg closing price
$106.71
+58.6%
Last action
New holding
2025Q4
Current $169.19
11
G
GTMZOOMINFO TECHNOLOGIES INC
Technology·Software - Application
2.57%
of portfolio
Number of shares
5,881,906 sh
Holdings current value
$75.11M
Avg closing price
$16.42
-64.2%
Last action
Exited
2025Q1
Current $5.87
12
T
TECKTECK RESOURCES LTD
Basic Materials·Other Industrial Metals & Mining
2.39%
of portfolio
Number of shares
1,453,410 sh
Holdings current value
$69.62M
Avg closing price
$37.58
+61.7%
Last action
Exited
2025Q2
Current $60.75
13
C
CPTCAMDEN PPTY TRREIT
Real Estate·REIT - Residential
2.16%
of portfolio
Number of shares
577,915 sh
Holdings current value
$63.06M
Avg closing price
$109.11
-6.1%
Last action
Exited
2024Q4
Current $102.43
14
G
G3643J108FLUTTER ENTMT PLC
2.10%
of portfolio
Number of shares
335,076 sh
Holdings current value
$61.17M
Avg closing price
$224.06
Last action
Trimmed 46.4%
2025Q3
Current —
15
M
MELIMERCADOLIBRE INC
Consumer Cyclical·Internet Retail
2.06%
of portfolio
Number of shares
36,493 sh
Holdings current value
$59.97M
Avg closing price
$1327
+36.3%
Last action
Trimmed 23.5%
2025Q4
Current $1809
16
F
FCXFREEPORT-MCMORAN INC
Basic Materials·Copper
1.92%
of portfolio
Number of shares
1,153,135 sh
Holdings current value
$56.04M
Avg closing price
$37.53
+63.8%
Last action
Exited
2025Q3
Current $61.48
17
O
OPCHOPTION CARE HEALTH INC
Healthcare·Medical Care Facilities
1.78%
of portfolio
Number of shares
1,871,818 sh
Holdings current value
$51.85M
Avg closing price
$30.13
-5.3%
Last action
Added 69.6%
2025Q4
Current $28.54
18
G
GEVGE VERNOVA LLC
Industrials·Specialty Industrial Machinery
1.75%
of portfolio
Number of shares
297,068 sh
Holdings current value
$50.95M
Avg closing price
$282.77
+306.5%
Last action
Exited
2025Q4
Current $1150
19
Y
Y2573F102FLEX LTD
1.46%
of portfolio
Number of shares
1,449,155 sh
Holdings current value
$42.74M
Avg closing price
$28.28
Last action
Exited
2025Q2
Current —
20
8
85205L107SPRINGWORKS THERAPEUTICS INC
1.32%
of portfolio
Number of shares
1,021,367 sh
Holdings current value
$38.48M
Avg closing price
$37.39
Last action
Exited
2025Q2
Current —
21
D
DAKTDAKTRONICS INC
Technology·Electronic Components
1.19%
of portfolio
Number of shares
2,493,605 sh
Holdings current value
$34.79M
Avg closing price
$11.04
+75.9%
Last action
Trimmed 19.0%
2025Q4
Current $19.42
22
P
PANWPALO ALTO NETWORKS INC
Technology·Software - Infrastructure
1.03%
of portfolio
Number of shares
88,968 sh
Holdings current value
$30.16M
Avg closing price
$217.99
-20.5%
Last action
Exited
2025Q1
Current $173.21
23
N
NVDANVIDIA CORPORATION
Technology·Semiconductors
0.91%
of portfolio
Number of shares
214,060 sh
Holdings current value
$26.45M
Avg closing price
$196.01
+1.9%
Last action
Exited
2024Q3
Current $199.64
24
W
WABWABTEC
Industrials·Railroads
0.82%
of portfolio
Number of shares
150,675 sh
Holdings current value
$23.81M
Avg closing price
$181.20
+48.7%
Last action
Trimmed 1.5%
2025Q4
Current $269.45
25
M
MSGEMADISON SQUARE GARDEN ENTMT
Consumer Cyclical·Leisure
0.81%
of portfolio
Number of shares
694,225 sh
Holdings current value
$23.76M
Avg closing price
$38.82
+58.9%
Last action
Exited
2024Q3
Current $61.70
26
B
BCSBARCLAYS PLCADR
Financial Services·Banks - Diversified
0.76%
of portfolio
Number of shares
2,075,455 sh
Holdings current value
$22.23M
Avg closing price
$11.94
+90.7%
Last action
Exited
2025Q3
Current $22.77
27
D
DFSEURDISCOVER FINL SVCS
0.75%
of portfolio
Number of shares
167,255 sh
Holdings current value
$21.88M
Avg closing price
$134.89
Last action
Exited
2025Q1
Current —
28
A
ADBEADOBE SYSTEMS INCORPORATED
Technology·Software - Application
0.70%
of portfolio
Number of shares
36,685 sh
Holdings current value
$20.38M
Avg closing price
$429.78
-44.4%
Last action
Exited
2024Q4
Current $238.98
29
P
PLTRPALANTIR TECHNOLOGIES INC
Technology·Software - Infrastructure
0.67%
of portfolio
Number of shares
769,965 sh
Holdings current value
$19.50M
Avg closing price
$17.25
+720.5%
Last action
Exited
2025Q1
Current $141.57
30
N
NWSANEWS CORP NEW
Communication Services·Entertainment
0.65%
of portfolio
Number of shares
683,800 sh
Holdings current value
$18.85M
Avg closing price
$18.24
+44.2%
Last action
Exited
2024Q3
Current $26.31
31
A
ANETEURARISTA NETWORKS INC
0.63%
of portfolio
Number of shares
52,275 sh
Holdings current value
$18.32M
Avg closing price
$244.51
Last action
Exited
2024Q3
Current —
32
N
NWSNEWS CORP NEW
Communication Services·Entertainment
0.62%
of portfolio
Number of shares
635,850 sh
Holdings current value
$18.05M
Avg closing price
$19.20
+58.3%
Last action
Exited
2024Q3
Current $30.40
33
A
ARGTGLOBAL X FDSETF
0.55%
of portfolio
Number of shares
282,000 sh
Holdings current value
$16.02M
Avg closing price
$68.31
+33.9%
Last action
Exited
2025Q4
Current $91.49
34
B
BMABANCO MACRO SAADR
Financial Services·Banks - Regional
0.54%
of portfolio
Number of shares
273,130 sh
Holdings current value
$15.66M
Avg closing price
$60.29
+23.6%
Last action
Exited
2025Q3
Current $74.51
35
G
GGALGRUPO FINANCIERO GALICIA S.AADR
Financial Services·Banks - Regional
0.50%
of portfolio
Number of shares
475,763 sh
Holdings current value
$14.54M
Avg closing price
$43.11
+0.8%
Last action
Exited
2025Q3
Current $43.47
36
C
CRNXCRINETICS PHARMACEUTICALS IN
Healthcare·Biotechnology
0.47%
of portfolio
Number of shares
309,000 sh
Holdings current value
$13.84M
Avg closing price
$46.81
-17.7%
Last action
Exited
2025Q1
Current $38.51
37
B
BAHBOOZ ALLEN HAMILTON HLDG COR
Industrials·Consulting Services
0.44%
of portfolio
Number of shares
83,841 sh
Holdings current value
$12.90M
Avg closing price
$127.91
-38.2%
Last action
Exited
2024Q3
Current $79.01
38
Y
YPFYPF SOCIEDAD ANONIMAADR
Energy·Oil & Gas Integrated
0.44%
of portfolio
Number of shares
638,435 sh
Holdings current value
$12.85M
Avg closing price
$36.22
+19.6%
Last action
Added 336.9%
2025Q4
Current $43.31
39
I
IQVIQVIA HLDGS INC
Healthcare·Diagnostics & Research
0.44%
of portfolio
Number of shares
60,360 sh
Holdings current value
$12.76M
Avg closing price
$179.72
-10.6%
Last action
Exited
2025Q1
Current $160.68
40
L
LYVLIVE NATION ENTERTAINMENT IN
Communication Services·Entertainment
0.33%
of portfolio
Number of shares
103,100 sh
Holdings current value
$9.66M
Avg closing price
$67.68
+126.4%
Last action
Exited
2025Q1
Current $153.21
41
W
WULFTERAWULF INC
Financial Services·Capital Markets
0.32%
of portfolio
Number of shares
2,090,000 sh
Holdings current value
$9.30M
Avg closing price
$4.52
+351.0%
Last action
Exited
2025Q1
Current $20.37
42
C
CNKCINEMARK HLDGS INC
Communication Services·Entertainment
0.30%
of portfolio
Number of shares
400,792 sh
Holdings current value
$8.66M
Avg closing price
$17.97
+59.2%
Last action
Exited
2024Q3
Current $28.60
43
S
SLNSILENCE THERAPEUTICS PLCADR
0.25%
of portfolio
Number of shares
387,400 sh
Holdings current value
$7.36M
Avg closing price
$21.60
-63.7%
Last action
Exited
2024Q4
Current $7.84
44
V
VCYTVERACYTE INC
Healthcare·Diagnostics & Research
0.19%
of portfolio
Number of shares
259,944 sh
Holdings current value
$5.63M
Avg closing price
$22.16
+49.6%
Last action
Exited
2024Q3
Current $33.15
45
A
AESAES CORP
Utilities·Utilities - Diversified
0.19%
of portfolio
Number of shares
314,750 sh
Holdings current value
$5.53M
Avg closing price
$17.93
-19.1%
Last action
Exited
2024Q3
Current $14.50
46
A
AAPLAPPLE INC
Technology·Consumer Electronics
0.18%
of portfolio
Number of shares
24,400 sh
Holdings current value
$5.14M
Avg closing price
$171.48
+59.5%
Last action
Exited
2024Q3
Current $273.43
47
S
SGITEMPUR SEALY INTL INC
Consumer Cyclical·Furnishings, Fixtures & Appliances
0.17%
of portfolio
Number of shares
103,100 sh
Holdings current value
$4.88M
Avg closing price
$46.80
+69.7%
Last action
Exited
2024Q3
Current $79.44
48
G
G61188101LIBERTY GLOBAL LTD
0.16%
of portfolio
Number of shares
275,275 sh
Holdings current value
$4.80M
Avg closing price
$16.92
Last action
Exited
2024Q3
Current —
49
S
SESEA LTDADR
Consumer Cyclical·Internet Retail
0.16%
of portfolio
Number of shares
66,900 sh
Holdings current value
$4.78M
Avg closing price
$130.49
-36.1%
Last action
Added
2025Q4
Current $83.35
50
G
G61188127LIBERTY GLOBAL LTD
0.16%
of portfolio
Number of shares
261,875 sh
Holdings current value
$4.67M
Avg closing price
$17.64
Last action
Exited
2024Q3
Current —
51
E
EQTEQT CORP
Energy·Oil & Gas E&P
0.15%
of portfolio
Number of shares
121,000 sh
Holdings current value
$4.47M
Avg closing price
$54.77
+7.6%
Last action
Exited
2025Q4
Current $58.93
52
S
SPHRMADISON SQUARE GRDN ENTERTNM
Communication Services·Entertainment
0.15%
of portfolio
Number of shares
122,411 sh
Holdings current value
$4.29M
Avg closing price
$38.42
+232.9%
Last action
Exited
2024Q3
Current $127.87
53
A
ACLXARCELLX INC
Healthcare·Biotechnology
0.14%
of portfolio
Number of shares
74,100 sh
Holdings current value
$4.09M
Avg closing price
$69.55
+65.4%
Last action
Exited
2025Q1
Current $115.05
54
B
BLDRBUILDERS FIRSTSOURCE INC
Industrials·Building Products & Equipment
0.14%
of portfolio
Number of shares
29,385 sh
Holdings current value
$4.07M
Avg closing price
$112.26
-19.7%
Last action
Exited
2025Q3
Current $90.14
55
B
BCYCBICYCLE THERAPEUTICS PLCADR
Healthcare·Biotechnology
0.13%
of portfolio
Number of shares
190,200 sh
Holdings current value
$3.85M
Avg closing price
$24.90
-80.5%
Last action
Exited
2024Q4
Current $4.85
56
G
G4701H109IHS HOLDING LIMITED
0.08%
of portfolio
Number of shares
770,310 sh
Holdings current value
$2.46M
Avg closing price
$11.28
Last action
Exited
2024Q4
Current —
57
T
TLSITRISALUS LIFE SCIENCES INC
0.08%
of portfolio
Number of shares
426,921 sh
Holdings current value
$2.36M
Avg closing price
$8.65
-46.5%
Last action
Exited
2025Q1
Current $4.63
58
G
GPCRSTRUCTURE THERAPEUTICS INCADR
Healthcare·Biotechnology
0.05%
of portfolio
Number of shares
37,700 sh
Holdings current value
$1.48M
Avg closing price
$39.26
+19.8%
Last action
Exited
2024Q3
Current $47.02
59
I
INSMINSMED INC
Healthcare·Biotechnology
0.05%
of portfolio
Number of shares
20,000 sh
Holdings current value
$1.34M
Avg closing price
$87.81
+63.8%
Last action
Trimmed 97.9%
2025Q4
Current $143.83
60
T
TEOTELECOM ARGENTINA SAADR
Communication Services·Telecom Services
0.04%
of portfolio
Number of shares
143,051 sh
Holdings current value
$1.03M
Avg closing price
$7.95
+45.6%
Last action
Exited
2024Q3
Current $11.57
61
N
NRIXNURIX THERAPEUTICS INC
Healthcare·Biotechnology
0.03%
of portfolio
Number of shares
44,200 sh
Holdings current value
$922.0K
Avg closing price
$14.71
+12.7%
Last action
Exited
2024Q4
Current $16.57
62
I
IVVDADAGIO THERAPEUTICS INC
Healthcare·Biotechnology
0.02%
of portfolio
Number of shares
571,425 sh
Holdings current value
$629.0K
Avg closing price
$1.10
+37.2%
Last action
Exited
2025Q2
Current $1.51
63
G
G65163100JOBY AVIATION INC
0.00%
of portfolio
Number of shares
22,492 sh
Holdings current value
$115.0K
Avg closing price
$6.18
Last action
Exited
2025Q3
Current —

Portfolio heatmap

Box size = % of portfolio · color = return since filing
COHR
8.92% · +366.0%
CPNG
7.88% · -1.8%
VST
7.74% · +82.4%
NTRA
7.33% · +85.7%
SEAGATE TECHNOLOGY HLDNGS PL
6.21%
MSFT
6.14% · -7.0%
WWD
5.70% · +110.8%
KMI
4.60% · +59.7%
MAA
3.15% · -11.6%
PM
3.09% · +67.0%
GTM
2.57% · -54.0%
TECK
2.39% · +26.8%
CPT
2.16% · -6.1%
FLUTTER ENTMT PLC
2.10%
MELI
2.06% · +10.1%
FCX
1.92% · +26.5%
OPCH
1.78% · +3.0%
GEV
1.75% · +570.2%
FLEX LTD
1.46%
SPRINGWORKS THERAPEUTICS INC
1.32%
DAKT
1.19% · +39.2%
PANW
1.03% · -48.9%
NVDA
0.91% · +61.6%
WAB
0.82% · +70.5%

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.
  • Technology9 pos$650.6M26.9%
  • Consumer Cyclical5 pos$323.2M13.4%
  • Healthcare11 pos$310.3M12.8%
  • Industrials5 pos$258.1M10.7%
  • Utilities2 pos$231.2M9.6%
  • Real Estate2 pos$154.9M6.4%
  • Energy3 pos$151.5M6.3%
  • Basic Materials2 pos$125.7M5.2%
  • Consumer Defensive1 pos$90.1M3.7%
  • Financial Services4 pos$61.7M2.6%
  • Communication Services6 pos$60.6M2.5%
(14.2% unclassified, excluded from %)