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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 · 2025Q2
65 positions
1
N
NTRANATERA INC
Healthcare·Diagnostics & Research
12.80%
of portfolio
Number of shares
3,085,190 sh
Holdings current value
$521.21M
Avg closing price
$98.78
+103.6%
Last action
Trimmed 18.6%
2025Q4
Current $201.14
2
T
TEVATEVA PHARMACEUTICAL INDS LTDADR
Healthcare·Drug Manufacturers - Specialty & Generic
6.57%
of portfolio
Number of shares
15,968,935 sh
Holdings current value
$267.64M
Avg closing price
$18.91
+65.0%
Last action
Trimmed 40.2%
2025Q4
Current $31.21
3
I
INSMINSMED INC
Healthcare·Biotechnology
5.57%
of portfolio
Number of shares
2,253,435 sh
Holdings current value
$226.79M
Avg closing price
$87.81
+63.8%
Last action
Trimmed 29.5%
2025Q4
Current $143.83
4
W
WWDWOODWARD INC
Industrials·Aerospace & Defense
5.11%
of portfolio
Number of shares
848,910 sh
Holdings current value
$208.06M
Avg closing price
$151.34
+142.9%
Last action
Trimmed 4.7%
2025Q4
Current $367.52
5
T
TSMTAIWAN SEMICONDUCTOR MFG LTDADR
Technology·Semiconductors
4.26%
of portfolio
Number of shares
765,085 sh
Holdings current value
$173.28M
Avg closing price
$175.46
+118.1%
Last action
Trimmed 22.5%
2025Q4
Current $382.66
6
P
PMPHILIP MORRIS INTL INC
Consumer Defensive·Tobacco
3.65%
of portfolio
Number of shares
815,975 sh
Holdings current value
$148.61M
Avg closing price
$106.71
+58.6%
Last action
New holding
2025Q4
Current $169.19
7
M
MELIMERCADOLIBRE INC
Consumer Cyclical·Internet Retail
3.45%
of portfolio
Number of shares
53,725 sh
Holdings current value
$140.42M
Avg closing price
$1327
+36.3%
Last action
Trimmed 17.2%
2025Q4
Current $1809
8
E
ENTGENTEGRIS INC
Technology·Semiconductor Equipment & Materials
3.26%
of portfolio
Number of shares
1,645,885 sh
Holdings current value
$132.74M
Avg closing price
$80.14
+86.3%
Last action
New holding
2025Q4
Current $149.33
9
C
CPNGCOUPANG INC
Consumer Cyclical·Internet Retail
3.02%
of portfolio
Number of shares
4,105,424 sh
Holdings current value
$123.00M
Avg closing price
$30.64
-32.8%
Last action
Added 108.9%
2025Q4
Current $20.58
10
G
G3643J108FLUTTER ENTMT PLC
2.84%
of portfolio
Number of shares
405,320 sh
Holdings current value
$115.77M
Avg closing price
$224.06
Last action
Trimmed 41.7%
2025Q3
Current —
11
C
COHRCOHERENT CORP
Technology·Scientific & Technical Instruments
2.54%
of portfolio
Number of shares
1,157,840 sh
Holdings current value
$103.29M
Avg closing price
$64.13
+426.5%
Last action
Exited
2025Q3
Current $337.68
12
D
DOCUDOCUSIGN INC
Technology·Software - Application
2.47%
of portfolio
Number of shares
1,290,440 sh
Holdings current value
$100.51M
Avg closing price
$78.46
-42.6%
Last action
Trimmed 34.1%
2025Q4
Current $45.02
13
M
MSFTMICROSOFT CORP
Technology·Software - Infrastructure
2.45%
of portfolio
Number of shares
200,930 sh
Holdings current value
$99.94M
Avg closing price
$452.89
-8.2%
Last action
Exited
2025Q3
Current $415.75
14
R
ROKUROKU INC
Communication Services·Entertainment
2.38%
of portfolio
Number of shares
1,100,500 sh
Holdings current value
$96.72M
Avg closing price
$80.06
+43.6%
Last action
Trimmed 17.9%
2025Q4
Current $114.96
15
V
VRNAVERONA PHARMA PLCADR
2.33%
of portfolio
Number of shares
1,002,080 sh
Holdings current value
$94.78M
Avg closing price
$36.29
Last action
Exited
2025Q4
Current —
16
L
LLYLILLY ELI & CO
Healthcare·Drug Manufacturers - General
1.93%
of portfolio
Number of shares
100,675 sh
Holdings current value
$78.48M
Avg closing price
$524.25
+75.0%
Last action
Exited
2025Q3
Current $917.65
17
W
WBDWARNER BROS DISCOVERY INC
Communication Services·Entertainment
1.84%
of portfolio
Number of shares
6,537,160 sh
Holdings current value
$74.92M
Avg closing price
$10.83
+148.5%
Last action
Exited
2025Q3
Current $26.90
18
E
EQTEQT CORP
Energy·Oil & Gas E&P
1.79%
of portfolio
Number of shares
1,252,700 sh
Holdings current value
$73.06M
Avg closing price
$54.77
+7.6%
Last action
Exited
2025Q4
Current $58.93
19
C
CCITIGROUP INC
Financial Services·Banks - Diversified
1.39%
of portfolio
Number of shares
666,300 sh
Holdings current value
$56.72M
Avg closing price
$82.54
+55.7%
Last action
Exited
2025Q4
Current $128.51
20
X
XLFSELECT SECTOR SPDR TRETF
1.27%
of portfolio
Number of shares
985,300 sh
Holdings current value
$51.60M
Avg closing price
$49.12
+5.5%
Last action
New holding
2025Q4
Current $51.80
21
Q
QSRRESTAURANT BRANDS INTL INC
Consumer Cyclical·Restaurants
1.22%
of portfolio
Number of shares
751,010 sh
Holdings current value
$49.78M
Avg closing price
$65.74
+23.6%
Last action
Added 11.5%
2025Q4
Current $81.23
22
S
SESEA LTDADR
Consumer Cyclical·Internet Retail
1.22%
of portfolio
Number of shares
309,730 sh
Holdings current value
$49.54M
Avg closing price
$130.49
-36.1%
Last action
Added
2025Q4
Current $83.35
23
N
NUNU HLDGS LTD
Financial Services·Banks - Regional
1.15%
of portfolio
Number of shares
3,415,365 sh
Holdings current value
$46.86M
Avg closing price
$13.26
+9.0%
Last action
Exited
2025Q4
Current $14.46
24
D
DAKTDAKTRONICS INC
Technology·Electronic Components
1.14%
of portfolio
Number of shares
3,076,224 sh
Holdings current value
$46.51M
Avg closing price
$11.04
+75.9%
Last action
Trimmed 16.0%
2025Q4
Current $19.42
25
U
UUNITY SOFTWARE INC
Technology·Software - Application
1.05%
of portfolio
Number of shares
1,774,050 sh
Holdings current value
$42.93M
Avg closing price
$24.20
+0.5%
Last action
Trimmed 21.0%
2025Q4
Current $24.31
26
C
CZRCAESARS ENTERTAINMENT INC NE
Consumer Cyclical·Resorts & Casinos
0.97%
of portfolio
Number of shares
1,395,875 sh
Holdings current value
$39.63M
Avg closing price
$25.00
+11.7%
Last action
Exited
2025Q3
Current $27.93
27
D
DALDELTA AIR LINES INC DEL
Industrials·Airlines
0.96%
of portfolio
Number of shares
793,510 sh
Holdings current value
$39.02M
Avg closing price
$52.69
+29.8%
Last action
New holding
2025Q4
Current $68.37
28
W
WABWABTEC
Industrials·Railroads
0.88%
of portfolio
Number of shares
170,510 sh
Holdings current value
$35.70M
Avg closing price
$181.20
+48.7%
Last action
Trimmed 1.3%
2025Q4
Current $269.45
29
C
CRSCARPENTER TECHNOLOGY CORP
Industrials·Metal Fabrication
0.86%
of portfolio
Number of shares
126,635 sh
Holdings current value
$35.00M
Avg closing price
$263.29
+62.1%
Last action
Exited
2025Q4
Current $426.66
30
G
GLWCORNING INC
Technology·Electronic Components
0.80%
of portfolio
Number of shares
623,145 sh
Holdings current value
$32.77M
Avg closing price
$52.59
+222.3%
Last action
Exited
2025Q3
Current $169.50
31
P
PCTPURECYCLE TECHNOLOGIES INC
Industrials·Pollution & Treatment Controls
0.77%
of portfolio
Number of shares
2,303,084 sh
Holdings current value
$31.55M
Avg closing price
$8.51
-15.1%
Last action
Added 33.3%
2025Q4
Current $7.23
32
K
KMIKINDER MORGAN INC DEL
Energy·Oil & Gas Midstream
0.77%
of portfolio
Number of shares
1,071,665 sh
Holdings current value
$31.51M
Avg closing price
$18.99
+67.1%
Last action
Exited
2025Q3
Current $31.73
33
A
APPAPPLOVIN CORP
Communication Services·Advertising Agencies
0.77%
of portfolio
Number of shares
89,458 sh
Holdings current value
$31.32M
Avg closing price
$311.83
+45.6%
Last action
Exited
2025Q3
Current $454.17
34
U
UALUNITED AIRLS HLDGS INC
Industrials·Airlines
0.74%
of portfolio
Number of shares
377,120 sh
Holdings current value
$30.03M
Avg closing price
$91.16
+0.1%
Last action
New holding
2025Q4
Current $91.25
35
G
GSGOLDMAN SACHS GROUP INC
Financial Services·Capital Markets
0.73%
of portfolio
Number of shares
42,000 sh
Holdings current value
$29.73M
Avg closing price
$707.76
+31.6%
Last action
New holding
2025Q4
Current $931.30
36
B
BCSBARCLAYS PLCADR
Financial Services·Banks - Diversified
0.71%
of portfolio
Number of shares
1,549,950 sh
Holdings current value
$28.81M
Avg closing price
$11.94
+90.7%
Last action
Exited
2025Q3
Current $22.77
37
I
ILMNILLUMINA INC
Healthcare·Diagnostics & Research
0.70%
of portfolio
Number of shares
300,615 sh
Holdings current value
$28.68M
Avg closing price
$133.12
-5.8%
Last action
Exited
2025Q3
Current $125.44
38
G
G7997R103SEAGATE TECHNOLOGY HLDNGS PL
0.70%
of portfolio
Number of shares
197,490 sh
Holdings current value
$28.50M
Avg closing price
$81.71
Last action
Exited
2025Q4
Current —
39
T
TWLOTWILIO INC
Technology·Software - Infrastructure
0.61%
of portfolio
Number of shares
200,475 sh
Holdings current value
$24.93M
Avg closing price
$99.65
+42.1%
Last action
Exited
2025Q4
Current $141.59
40
A
AVGOBROADCOM INC
Technology·Semiconductors
0.58%
of portfolio
Number of shares
86,140 sh
Holdings current value
$23.74M
Avg closing price
$314.98
+33.3%
Last action
Exited
2025Q3
Current $419.94
41
A
ARGTGLOBAL X FDSETF
0.56%
of portfolio
Number of shares
267,700 sh
Holdings current value
$22.68M
Avg closing price
$68.31
+33.9%
Last action
Exited
2025Q4
Current $91.49
42
Y
YPFYPF SOCIEDAD ANONIMAADR
Energy·Oil & Gas Integrated
0.54%
of portfolio
Number of shares
703,995 sh
Holdings current value
$22.14M
Avg closing price
$36.22
+19.6%
Last action
Added 232.5%
2025Q4
Current $43.31
43
E
EWZISHARES INCETF
0.52%
of portfolio
Number of shares
738,800 sh
Holdings current value
$21.31M
Avg closing price
$31.53
+27.2%
Last action
New holding
2025Q4
Current $40.09
44
H
HASHASBRO INC
Consumer Cyclical·Leisure
0.51%
of portfolio
Number of shares
281,100 sh
Holdings current value
$20.75M
Avg closing price
$73.82
+30.8%
Last action
Exited
2025Q3
Current $96.58
45
O
OPCHOPTION CARE HEALTH INC
Healthcare·Medical Care Facilities
0.51%
of portfolio
Number of shares
636,850 sh
Holdings current value
$20.68M
Avg closing price
$30.13
-5.3%
Last action
Added
2025Q4
Current $28.54
46
X
XPOXPO LOGISTICS INC
Industrials·Trucking
0.51%
of portfolio
Number of shares
163,100 sh
Holdings current value
$20.60M
Avg closing price
$120.93
+85.9%
Last action
Exited
2025Q3
Current $224.76
47
B
BACBK OF AMERICA CORP
Financial Services·Banks - Diversified
0.40%
of portfolio
Number of shares
341,900 sh
Holdings current value
$16.18M
Avg closing price
$45.93
+14.3%
Last action
Exited
2025Q4
Current $52.47
48
C
CHYMCHIME FINL INC
Technology·Software - Application
0.40%
of portfolio
Number of shares
466,825 sh
Holdings current value
$16.11M
Avg closing price
$34.51
-34.6%
Last action
Exited
2025Q4
Current $22.58
49
B
BMABANCO MACRO SAADR
Financial Services·Banks - Regional
0.38%
of portfolio
Number of shares
220,900 sh
Holdings current value
$15.51M
Avg closing price
$60.29
+23.6%
Last action
Exited
2025Q3
Current $74.51
50
N
N62509109NEWAMSTERDAM PHARMA COMPANY
0.37%
of portfolio
Number of shares
832,175 sh
Holdings current value
$15.07M
Avg closing price
$28.37
Last action
Added
2025Q4
Current —
51
V
VKTXVIKING THERAPEUTICS INC
Healthcare·Biotechnology
0.36%
of portfolio
Number of shares
549,295 sh
Holdings current value
$14.56M
Avg closing price
$26.50
+23.8%
Last action
Exited
2025Q3
Current $32.80
52
G
GGALGRUPO FINANCIERO GALICIA S.AADR
Financial Services·Banks - Regional
0.29%
of portfolio
Number of shares
231,481 sh
Holdings current value
$11.66M
Avg closing price
$43.11
+0.8%
Last action
Exited
2025Q3
Current $43.47
53
B
BWXTBWX TECHNOLOGIES INC
Industrials·Aerospace & Defense
0.27%
of portfolio
Number of shares
76,475 sh
Holdings current value
$11.02M
Avg closing price
$111.39
+102.4%
Last action
Exited
2025Q3
Current $225.51
54
G
G0896C103BBB FOODS INC
0.25%
of portfolio
Number of shares
360,550 sh
Holdings current value
$10.01M
Avg closing price
$30.65
Last action
Added
2025Q4
Current —
55
D
DHID R HORTON INC
Consumer Cyclical·Residential Construction
0.25%
of portfolio
Number of shares
77,400 sh
Holdings current value
$9.98M
Avg closing price
$133.96
+22.6%
Last action
Exited
2025Q4
Current $164.22
56
L
LENLENNAR CORP
Consumer Cyclical·Residential Construction
0.24%
of portfolio
Number of shares
89,900 sh
Holdings current value
$9.94M
Avg closing price
$110.72
-14.9%
Last action
Exited
2025Q4
Current $94.18
57
B
BLDRBUILDERS FIRSTSOURCE INC
Industrials·Building Products & Equipment
0.24%
of portfolio
Number of shares
85,065 sh
Holdings current value
$9.93M
Avg closing price
$112.26
-19.7%
Last action
Exited
2025Q3
Current $90.14
58
F
FCXFREEPORT-MCMORAN INC
Basic Materials·Copper
0.24%
of portfolio
Number of shares
224,800 sh
Holdings current value
$9.74M
Avg closing price
$37.53
+63.8%
Last action
Exited
2025Q3
Current $61.48
59
C
CCCCCC INTELLIGENT SOLUTIONS HL
Technology·Software - Application
0.23%
of portfolio
Number of shares
1,007,944 sh
Holdings current value
$9.48M
Avg closing price
$9.10
-47.4%
Last action
Exited
2025Q3
Current $4.79
60
E
ELVNENLIVEN THERAPEUTICS INC
Healthcare·Biotechnology
0.23%
of portfolio
Number of shares
463,000 sh
Holdings current value
$9.29M
Avg closing price
$20.27
+116.5%
Last action
Exited
2025Q4
Current $43.89
61
M
M3760D101ELBIT SYS LTD
0.20%
of portfolio
Number of shares
18,287 sh
Holdings current value
$8.22M
Avg closing price
$449.50
Last action
Exited
2025Q3
Current —
62
T
TMOTHERMO FISHER SCIENTIFIC INC
Healthcare·Diagnostics & Research
0.12%
of portfolio
Number of shares
12,200 sh
Holdings current value
$4.95M
Avg closing price
$405.49
+15.1%
Last action
Exited
2025Q3
Current $466.70
63
D
DHRDANAHER CORPORATION
Healthcare·Diagnostics & Research
0.12%
of portfolio
Number of shares
24,700 sh
Holdings current value
$4.88M
Avg closing price
$248.11
-28.0%
Last action
Exited
2025Q3
Current $178.57
64
C
CCCHEMOURS CO
Basic Materials·Specialty Chemicals
0.12%
of portfolio
Number of shares
421,800 sh
Holdings current value
$4.83M
Avg closing price
$11.45
+111.2%
Last action
Exited
2025Q3
Current $24.19
65
G
G65163100JOBY AVIATION INC
0.01%
of portfolio
Number of shares
31,489 sh
Holdings current value
$332.0K
Avg closing price
$6.18
Last action
Exited
2025Q3
Current —

Portfolio heatmap

Box size = % of portfolio · color = return since filing
NTRA
12.80% · +19.1%
TEVA
6.57% · +86.2%
INSM
5.57% · +42.9%
WWD
5.11% · +50.0%
TSM
4.26% · +69.0%
PM
3.65% · -7.1%
MELI
3.45% · -30.8%
ENTG
3.26% · +85.2%
CPNG
3.02% · -31.3%
FLUTTER ENTMT PLC
2.84%
COHR
2.54% · +278.5%
DOCU
2.47% · -42.2%
MSFT
2.45% · -16.4%
ROKU
2.38% · +30.8%
VRNA
2.33%
LLY
1.93% · +17.7%
WBD
1.84% · +134.7%
EQT
1.79% · +1.0%
C
1.39% · +51.0%
XLF
1.27% · -1.1%
QSR
1.22% · +22.5%
SE
1.22% · -47.9%
NU
1.15% · +5.4%
DAKT
1.14% · +28.4%

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.
  • Healthcare10 pos$1.18B33.2%
  • Technology12 pos$806.3M22.7%
  • Consumer Cyclical8 pos$443.0M12.5%
  • Industrials9 pos$420.9M11.9%
  • Financial Services7 pos$205.5M5.8%
  • Communication Services3 pos$203.0M5.7%
  • Consumer Defensive1 pos$148.6M4.2%
  • Energy3 pos$126.7M3.6%
  • Basic Materials2 pos$14.6M0.4%
(9.4% unclassified, excluded from %)