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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
Family Office · CIK 0001536411

Stanley Druckenmiller

Duquesne
Share
  • 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 57.4% over the past year. 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
1Y+57.4%Since filing+185.4%Full performance →
Quarter
2025Q42025Q32025Q22025Q12024Q42024Q32024Q22024Q12023Q42023Q32023Q22023Q1

Holdings

Sorted by value · 2025Q4
58 positions
1
NTRANATERA INC
Healthcare·Diagnostics & Research
12.80%
of portfolio
Number of shares
2,511,357 sh
Holdings current value
$575.33M
Avg closing price
$98.78
+111.0%
Last action
Trimmed 21.9%
2025Q4
Current $208.40
2
XLFSELECT SECTOR SPDR TRETF
6.70%
of portfolio
Number of shares
5,495,600 sh
Holdings current value
$300.99M
Avg closing price
$49.12
+6.7%
Last action
New holding
2025Q4
Current $52.43
3
INSMINSMED INC
Healthcare·Biotechnology
5.74%
of portfolio
Number of shares
1,481,752 sh
Holdings current value
$257.88M
Avg closing price
$87.81
+64.5%
Last action
Trimmed 38.9%
2025Q4
Current $144.48
4
RSPINVESCO EXCHANGE TRADED FD TETF
5.00%
of portfolio
Number of shares
1,173,925 sh
Holdings current value
$224.88M
Avg closing price
$191.56
+6.1%
Last action
New holding
2025Q4
Current $203.16
5
TEVATEVA PHARMACEUTICAL INDS LTDADR
Healthcare·Drug Manufacturers - Specialty & Generic
4.08%
of portfolio
Number of shares
5,874,870 sh
Holdings current value
$183.35M
Avg closing price
$18.91
+71.3%
Last action
Trimmed 64.6%
2025Q4
Current $32.40
6
WWDWOODWARD INC
Industrials·Aerospace & Defense
3.97%
of portfolio
Number of shares
590,930 sh
Holdings current value
$178.65M
Avg closing price
$151.34
+160.9%
Last action
Trimmed 6.6%
2025Q4
Current $394.83
7
AMZNAMAZON COM INC
Consumer Cyclical·Internet Retail
3.79%
of portfolio
Number of shares
737,940 sh
Holdings current value
$170.33M
Avg closing price
$226.61
+10.6%
Last action
Added 68.8%
2025Q4
Current $250.56
8
TSMTAIWAN SEMICONDUCTOR MFG LTDADR
Technology·Semiconductors
3.67%
of portfolio
Number of shares
543,085 sh
Holdings current value
$165.04M
Avg closing price
$175.46
+111.2%
Last action
Trimmed 29.0%
2025Q4
Current $370.50
9
CPNGCOUPANG INC
Consumer Cyclical·Internet Retail
3.55%
of portfolio
Number of shares
6,772,909 sh
Holdings current value
$159.77M
Avg closing price
$30.64
-29.7%
Last action
Added 46.2%
2025Q4
Current $21.55
10
GOOGLALPHABET INC
Communication Services·Internet Content & Information
2.68%
of portfolio
Number of shares
385,000 sh
Holdings current value
$120.50M
Avg closing price
$316.52
+7.9%
Last action
Added 276.7%
2025Q4
Current $341.68
11
SESEA LTDADR
Consumer Cyclical·Internet Retail
2.68%
of portfolio
Number of shares
944,120 sh
Holdings current value
$120.44M
Avg closing price
$130.49
-30.0%
Last action
Added 244.3%
2025Q4
Current $91.33
12
EWZISHARES INCETF
2.51%
of portfolio
Number of shares
3,552,575 sh
Holdings current value
$112.86M
Avg closing price
$31.53
+30.6%
Last action
New holding
2025Q4
Current $41.16
13
N62509109NEWAMSTERDAM PHARMA COMPANY
2.40%
of portfolio
Number of shares
3,070,146 sh
Holdings current value
$107.70M
Avg closing price
$28.37
Last action
Added 59.6%
2025Q4
Current —
14
MELIMERCADOLIBRE INC
Consumer Cyclical·Internet Retail
2.11%
of portfolio
Number of shares
47,149 sh
Holdings current value
$94.97M
Avg closing price
$1327
+39.8%
Last action
Trimmed 19.2%
2025Q4
Current $1856
15
G0896C103BBB FOODS INC
1.99%
of portfolio
Number of shares
2,675,152 sh
Holdings current value
$89.32M
Avg closing price
$30.65
Last action
Added 126.1%
2025Q4
Current —
16
QSRRESTAURANT BRANDS INTL INC
Consumer Cyclical·Restaurants
1.84%
of portfolio
Number of shares
1,209,000 sh
Holdings current value
$82.49M
Avg closing price
$65.74
+19.1%
Last action
Added 6.9%
2025Q4
Current $78.32
17
COGTCOGENT BIOSCIENCES INC
Healthcare·Biotechnology
1.75%
of portfolio
Number of shares
2,214,470 sh
Holdings current value
$78.66M
Avg closing price
$25.40
+46.7%
Last action
Added 109.0%
2025Q4
Current $37.25
18
AAALCOA CORP
Basic Materials·Aluminum
1.63%
of portfolio
Number of shares
1,376,050 sh
Holdings current value
$73.12M
Avg closing price
$33.70
+94.7%
Last action
New holding
2025Q4
Current $65.62
19
ENTGENTEGRIS INC
Technology·Semiconductor Equipment & Materials
1.58%
of portfolio
Number of shares
844,160 sh
Holdings current value
$71.12M
Avg closing price
$80.14
+82.3%
Last action
New holding
2025Q4
Current $146.06
20
DOCUDOCUSIGN INC
Technology·Software - Application
1.55%
of portfolio
Number of shares
1,019,085 sh
Holdings current value
$69.70M
Avg closing price
$78.46
-41.7%
Last action
Trimmed 39.6%
2025Q4
Current $45.74
21
LSCCLATTICE SEMICONDUCTOR CORP
Technology·Semiconductors
1.52%
of portfolio
Number of shares
925,970 sh
Holdings current value
$68.13M
Avg closing price
$73.58
+59.1%
Last action
New holding
2025Q4
Current $117.06
22
BEBLOOM ENERGY CORP
Industrials·Electrical Equipment & Parts
1.43%
of portfolio
Number of shares
740,545 sh
Holdings current value
$64.35M
Avg closing price
$86.89
+139.2%
Last action
New holding
2025Q4
Current $207.86
23
WABWABTEC
Industrials·Railroads
1.43%
of portfolio
Number of shares
300,110 sh
Holdings current value
$64.06M
Avg closing price
$181.20
+45.4%
Last action
Trimmed 0.8%
2025Q4
Current $263.37
24
ROKUROKU INC
Communication Services·Entertainment
1.41%
of portfolio
Number of shares
582,980 sh
Holdings current value
$63.25M
Avg closing price
$80.06
+45.1%
Last action
Trimmed 29.1%
2025Q4
Current $116.19
25
FIGRFIGURE TECHNOLOGY SOLUTIO
Financial Services·Capital Markets
1.40%
of portfolio
Number of shares
1,539,785 sh
Holdings current value
$62.88M
Avg closing price
$36.37
+0.8%
Last action
Trimmed 27.3%
2025Q4
Current $36.67
26
G25508105CRH PLC
1.32%
of portfolio
Number of shares
474,955 sh
Holdings current value
$59.27M
Avg closing price
$111.44
Last action
Added 20.6%
2025Q4
Current —
27
OPCHOPTION CARE HEALTH INC
Healthcare·Medical Care Facilities
1.24%
of portfolio
Number of shares
1,745,950 sh
Holdings current value
$55.63M
Avg closing price
$30.13
-4.3%
Last action
Added 78.6%
2025Q4
Current $28.82
28
EEMISHARES TRETF
1.10%
of portfolio
Number of shares
902,500 sh
Holdings current value
$49.38M
Avg closing price
$42.73
+48.9%
Last action
Trimmed 52.5%
2025Q4
Current $63.64
29
DALDELTA AIR LINES INC DEL
Industrials·Airlines
1.01%
of portfolio
Number of shares
650,910 sh
Holdings current value
$45.17M
Avg closing price
$52.69
+36.1%
Last action
New holding
2025Q4
Current $71.72
30
UALUNITED AIRLS HLDGS INC
Industrials·Airlines
0.87%
of portfolio
Number of shares
348,400 sh
Holdings current value
$38.96M
Avg closing price
$91.16
+11.7%
Last action
New holding
2025Q4
Current $101.80
31
STUBSTUBHUB HLDGS INC
Communication Services·Internet Content & Information
0.69%
of portfolio
Number of shares
2,305,751 sh
Holdings current value
$31.20M
Avg closing price
$16.84
-58.9%
Last action
Trimmed 45.9%
2025Q4
Current $6.92
32
ONON SEMICONDUCTOR CORP
Technology·Semiconductors
0.65%
of portfolio
Number of shares
536,260 sh
Holdings current value
$29.04M
Avg closing price
$54.15
+53.3%
Last action
New holding
2025Q4
Current $83.01
33
G3643J108FLUTTER ENTMT PLC
0.55%
of portfolio
Number of shares
115,245 sh
Holdings current value
$24.78M
Avg closing price
$224.06
Last action
Trimmed 71.6%
2025Q3
Current —
34
PCTPURECYCLE TECHNOLOGIES INC
Industrials·Pollution & Treatment Controls
0.55%
of portfolio
Number of shares
2,878,434 sh
Holdings current value
$24.73M
Avg closing price
$8.51
-20.5%
Last action
Added 25.0%
2025Q4
Current $6.77
35
AEVAAEVA TECHNOLOGIES INC
Technology·Software - Infrastructure
0.54%
of portfolio
Number of shares
1,824,862 sh
Holdings current value
$24.23M
Avg closing price
$14.50
+8.5%
Last action
Trimmed 0.8%
2025Q4
Current $15.73
36
GSGOLDMAN SACHS GROUP INC
Financial Services·Capital Markets
0.54%
of portfolio
Number of shares
27,500 sh
Holdings current value
$24.17M
Avg closing price
$707.76
+30.8%
Last action
New holding
2025Q4
Current $925.95
37
CLFCLEVELAND-CLIFFS INC NEW
Basic Materials·Steel
0.52%
of portfolio
Number of shares
1,745,655 sh
Holdings current value
$23.18M
Avg closing price
$12.20
-18.5%
Last action
Trimmed 35.7%
2025Q4
Current $9.94
38
YPFYPF SOCIEDAD ANONIMAADR
Energy·Oil & Gas Integrated
0.49%
of portfolio
Number of shares
606,990 sh
Holdings current value
$21.95M
Avg closing price
$36.22
+12.1%
Last action
Added 429.2%
2025Q4
Current $40.59
39
STMSTMICROELECTRONICS N VNYR
Technology·Semiconductors
0.45%
of portfolio
Number of shares
773,555 sh
Holdings current value
$20.07M
Avg closing price
$25.94
+70.5%
Last action
New holding
2025Q4
Current $44.22
40
UUNITY SOFTWARE INC
Technology·Software - Application
0.40%
of portfolio
Number of shares
410,020 sh
Holdings current value
$18.11M
Avg closing price
$24.20
+7.1%
Last action
Trimmed 53.5%
2025Q4
Current $25.92
41
SCCOSOUTHERN COPPER CORP
Basic Materials·Copper
0.39%
of portfolio
Number of shares
120,817 sh
Holdings current value
$17.33M
Avg closing price
$143.47
+35.4%
Last action
New holding
2025Q4
Current $194.32
42
DAKTDAKTRONICS INC
Technology·Electronic Components
0.38%
of portfolio
Number of shares
852,960 sh
Holdings current value
$16.86M
Avg closing price
$11.04
+78.2%
Last action
Trimmed 40.6%
2025Q4
Current $19.67
43
RHRH
Consumer Cyclical·Specialty Retail
0.35%
of portfolio
Number of shares
88,200 sh
Holdings current value
$15.80M
Avg closing price
$179.15
-21.3%
Last action
New holding
2025Q4
Current $141.04
44
CMGCHIPOTLE MEXICAN GRILL INC
Consumer Cyclical·Restaurants
0.32%
of portfolio
Number of shares
391,930 sh
Holdings current value
$14.50M
Avg closing price
$38.30
-6.5%
Last action
Added 68.1%
2025Q4
Current $35.83
45
PTGXPROTAGONIST THERAPEUTICS INC
Healthcare·Biotechnology
0.31%
of portfolio
Number of shares
159,700 sh
Holdings current value
$13.95M
Avg closing price
$66.43
+59.5%
Last action
New holding
2025Q3
Current $105.98
46
ZZILLOW GROUP INC
Communication Services·Internet Content & Information
0.29%
of portfolio
Number of shares
192,640 sh
Holdings current value
$13.14M
Avg closing price
$48.68
-3.7%
Last action
New holding
2025Q4
Current $46.86
47
CDTXCIDARA THERAPEUTICS INC
0.24%
of portfolio
Number of shares
49,495 sh
Holdings current value
$10.93M
Avg closing price
$220.89
Last action
New holding
2025Q4
Current —
48
PMPHILIP MORRIS INTL INC
Consumer Defensive·Tobacco
0.24%
of portfolio
Number of shares
67,400 sh
Holdings current value
$10.81M
Avg closing price
$106.71
+47.9%
Last action
New holding
2025Q4
Current $157.79
49
AALAMERICAN AIRLS GROUP INC
Industrials·Airlines
0.22%
of portfolio
Number of shares
639,785 sh
Holdings current value
$9.81M
Avg closing price
$18.80
-32.0%
Last action
New holding
2025Q4
Current $12.78
50
AGXARGAN INC
Industrials·Engineering & Construction
0.21%
of portfolio
Number of shares
30,000 sh
Holdings current value
$9.40M
Avg closing price
$313.33
+90.8%
Last action
New holding
2025Q4
Current $597.88
51
DASHDOORDASH INC
Consumer Cyclical·Internet Retail
0.18%
of portfolio
Number of shares
35,900 sh
Holdings current value
$8.13M
Avg closing price
$76.42
+140.6%
Last action
New holding
2025Q4
Current $183.89
52
PGNYPROGYNY INC
Healthcare·Healthcare Plans
0.17%
of portfolio
Number of shares
295,115 sh
Holdings current value
$7.58M
Avg closing price
$25.68
-29.4%
Last action
New holding
2025Q4
Current $18.12
53
SATSECHOSTAR CORP
Communication Services·Telecom Services
0.15%
of portfolio
Number of shares
60,765 sh
Holdings current value
$6.61M
Avg closing price
$76.36
+74.5%
Last action
New holding
2025Q3
Current $133.21
54
ADMAADMA BIOLOGICS INC
Healthcare·Biotechnology
0.10%
of portfolio
Number of shares
252,200 sh
Holdings current value
$4.60M
Avg closing price
$18.24
-39.6%
Last action
New holding
2025Q4
Current $11.01
55
ALMALMONTY INDS INC
Basic Materials·Other Industrial Metals & Mining
0.09%
of portfolio
Number of shares
469,880 sh
Holdings current value
$4.14M
Avg closing price
$8.81
+165.8%
Last action
New holding
2025Q4
Current $23.42
56
WOLFWOLFSPEED INC
Technology·Semiconductors
0.07%
of portfolio
Number of shares
186,900 sh
Holdings current value
$3.25M
Avg closing price
$17.41
+46.8%
Last action
New holding
2025Q4
Current $25.56
57
Y95308105WAVE LIFE SCIENCES LTD
0.07%
of portfolio
Number of shares
173,000 sh
Holdings current value
$2.94M
Avg closing price
$17.00
Last action
New holding
2025Q4
Current —
58
NPNEPTUNE INS HLDGS INC
Financial Services·Insurance Brokers
0.01%
of portfolio
Number of shares
20,000 sh
Holdings current value
$583.0K
Avg closing price
$29.15
-5.1%
Last action
New holding
2025Q4
Current $27.66

Portfolio heatmap

Box size = % of portfolio · color = return since filing
NTRA
12.80% · -9.0%
XLF
6.70% · -4.3%
INSM
5.74% · -17.0%
RSP
5.00% · +6.1%
TEVA
4.08% · +3.8%
WWD
3.97% · +30.6%
AMZN
3.79% · +8.6%
TSM
3.67% · +21.9%
CPNG
3.55% · -8.6%
GOOGL
2.68% · +9.2%
SE
2.68% · -28.4%
EWZ
2.51% · +29.6%
NEWAMSTERDAM PHARMA COMPANY
2.40%
MELI
2.11% · -7.9%
BBB FOODS INC
1.99%
QSR
1.84% · +14.8%
COGT
1.75% · +4.9%
AA
1.63% · +23.5%
ENTG
1.58% · +73.4%
DOCU
1.55% · -33.1%
LSCC
1.52% · +59.1%
BE
1.43% · +139.2%
WAB
1.43% · +23.4%
ROKU
1.41% · +7.1%

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.
  • Healthcare8 pos$1.18B36.4%
  • Consumer Cyclical8 pos$666.4M20.6%
  • Technology10 pos$485.6M15.0%
  • Industrials8 pos$435.1M13.4%
  • Communication Services5 pos$234.7M7.3%
  • Basic Materials4 pos$117.8M3.6%
  • Financial Services3 pos$87.6M2.7%
  • Energy1 pos$21.9M0.7%
  • Consumer Defensive1 pos$10.8M0.3%
(23.3% unclassified, excluded from %)