What Stanley Druckenmiller bought and sold in Q1 2025
In Q1 2025, Stanley Druckenmiller (Duquesne Family Office) opened 12 new positions — including DOCU (2.9%), CCC (1.7%), EQT (1.5%), added to 9, trimmed 10, exited 37 (SKAA, SLM, USX1). The book stood at $2.98B across 49 positions, filed May 15, 2025.
12New9Added10Trimmed37Exited
New positions (12)
- DOCUDocusign Inc2.9% · $87M
- CCCCcc Intelligent Solutions HO1.7% · $51M
- EQTEqt Corp1.5% · $46M
- CZRCaesars Entertainment Inc1.3% · $39M
- TWLOTwilio Inc - A1.2% · $35M
- COFCapital One Financial Corp1.2% · $35M
- ROKURoku Inc1.2% · $35M
- BBIOBridgebio Pharma Inc0.5% · $15M
- EXEExpand Energy Corp0.4% · $11M
- APPApplovin Corp-class A0.4% · $11M
- ARAntero Resources Corp0.3% · $10M
- PIImpinj Inc0.3% · $10M
Added to (9)
- TEVATeva Pharmaceutical-sp Adr+65% shares · 7.7% · $229M
- INSMInsmed Inc+131% shares · 3.5% · $104M
- TSMTaiwan Semiconductor-sp Adr+457% shares · 3.3% · $99M
- FLUTFlutter Entmt Plc+1986% shares · 2.8% · $84M
- LLYEli Lilly & CO+52% shares · 2.6% · $78M
- YPFYpf S.a.-sponsored Adr+23% shares · 2.4% · $73M
- FCXFreeport-mcmoran Inc+34% shares · 1.3% · $39M
- PCTPurecycle Technologies Inc+111% shares · 0.8% · $23M
- NAMSNewamsterdam Pharma Company+178% shares · 0.5% · $16M
Trimmed (10)
- COHRCoherent Corp-21% shares · 4.8% · $144M
- KMIKinder Morgan Inc-26% shares · 1.6% · $47M
- SWTXUSDSpringworks Therapeutics Inc-28% shares · 0.9% · $27M
- AMZNAmazon.com Inc-58% shares · 0.9% · $26M
- UALUnited Airlines Holdings Inc-65% shares · 0.9% · $25M
- ASNDUSDAscendis Pharma A/s-40% shares · 0.8% · $25M
- BNBrookfield Corp-48% shares · 0.6% · $17M
- DALDelta Air Lines Inc-58% shares · 0.5% · $15M
- TSLATesla Inc-50% shares · 0.2% · $5M
- AALAmerican Airlines Group Inc-85% shares · <0.1% · $1M
Exited (37)
- SKAASkechers Usa Inc-cl Awas 2.0% of book
- SLMSlm Corpwas 2.0% of book
- USX1United States Steel Corpwas 1.5% of book
- WBDWarner Bros Discovery Incwas 1.4% of book
- VSTVistra Corpwas 1.1% of book
- MUMicron Technology Incwas 1.0% of book
- KRESS Spdr S&p Regional Bankwas 0.9% of book
- BWXTBwx Technologies Incwas 0.9% of book
- GEVGE Vernova Incwas 0.9% of book
- NVTNvent Electric Plcwas 0.9% of book
- DFSEURDiscover Financial Serviceswas 0.7% of book
- WDCWestern Digital Corpwas 0.7% of book
- USBUS Bancorpwas 0.7% of book
- ARMArm Holdings Plc-adrwas 0.6% of book
- GTMZoominfo Technologies Incwas 0.5% of book
- PANWPalo Alto Networks Incwas 0.4% of book
- GOOGLAlphabet Inc-cl Awas 0.4% of book
- FHNFirst Horizon Corpwas 0.4% of book
- WFCWells Fargo & COwas 0.3% of book
- FCNCAFirst Citizens Bcshs -cl Awas 0.3% of book
- HBANHuntington Bancshares Incwas 0.3% of book
- LYVLive Nation Entertainment INwas 0.3% of book
- TFCTruist Financial Corpwas 0.3% of book
- ABCBAmeris Bancorpwas 0.3% of book
- KEYKeycorpwas 0.3% of book
- WULFTerawulf Incwas 0.2% of book
- PCVXVaxcyte Incwas 0.2% of book
- CRNXCrinetics Pharmaceuticals INwas 0.2% of book
- MIRMirion Technologies Incwas 0.2% of book
- SNRENSunrise Communicat-cl Awas 0.2% of book
- ACLXGBXArcellx Incwas 0.2% of book
- CCitigroup Incwas 0.1% of book
- NUNU Hldgs Ltdwas 0.1% of book
- ELFElf Beauty Incwas 0.1% of book
- IQVIqvia Holdings Incwas 0.1% of book
- PLTRPalantir Technologies Inc-awas 0.1% of book
- TLSITrisalus Life Sciences Incwas 0.1% of book
Stanley Druckenmiller's other filings
Changes vs the prior quarter's 13F, long US equity positions only (no shorts, options, or non-US listings). ADD/TRIM are share- count changes of ±20% or more. Sourced from SEC EDGAR. Not investment advice.