Latticework

Warren Buffett vs Stanley Druckenmiller

Side-by-side 13F comparison as of 2026Q1. Buffett discloses $263.10B across 29 positions; Stanley Druckenmiller (Duquesne Family Office) discloses $2.94B across 65. They overlap on 0 holdings.

MetricBuffettStanley Druckenmiller
Disclosed portfolio$263.10B$2.94B
Positions2965
Top-5 concentration67%43%
Latest filing2026Q1 · May 15, 20262026Q1 · May 15, 2026
Clone vs SPY-3.1%/yr · 12.0y+3.3%/yr · 12.0y

Clone vs SPY: each manager's 13F replicated at reported weights with real disclosure lag, vs SPY total return — windows differ per manager. Methodology.

Buffett's top 10

  1. AAPL22.0%
  2. AXP17.4%
  3. KO11.6%
  4. BAC9.5%
  5. CVX6.6%
  6. OXY6.5%
  7. GOOGL5.9%
  8. CB4.2%
  9. MCO4.1%
  10. KHC2.8%

Stanley Druckenmiller's top 10

  1. NTRA20.9%
  2. INSM6.4%
  3. TSM5.7%
  4. YPF5.1%
  5. EWZ4.5%
  6. TBBB3.7%
  7. AA3.4%
  8. NAMS3.3%
  9. SE3.1%
  10. STM3.1%

Where they diverge

Buffett's largest holding that Stanley Druckenmillerdoesn't own: AAPL at 22.0% of the book. Stanley Druckenmiller's largest holding Buffett doesn't own: NTRA at 20.9%.

From SEC EDGAR Form 13F-HR filings (2026Q1). Long US-listed equities only — cash, shorts, bonds, and non-US positions are not disclosed, and both managers' real books extend beyond what a 13F shows. Not investment advice.