What Stanley Druckenmiller bought and sold in Q2 2025
In Q2 2025, Stanley Druckenmiller (Duquesne Family Office) opened 30 new positions — including ENTG (3.4%), MSFT (2.6%), WBD (1.9%), added to 7, trimmed 15, exited 14 (COF, SWTXUSD, AMZN). The book stood at $3.91B across 65 positions, filed Aug 15, 2025.
30New7Added15Trimmed14Exited
New positions (30)
- ENTGEntegris Inc3.4% · $133M
- MSFTMicrosoft Corp2.6% · $100M
- WBDWarner Bros Discovery Inc1.9% · $75M
- CCitigroup Inc1.4% · $57M
- XLFSS Financial Select Sector1.3% · $52M
- QSRRestaurant Brands Intern1.3% · $50M
- SESea Ltd-adr1.3% · $50M
- NUNU Hldgs Ltd1.2% · $47M
- UUnity Software Inc1.1% · $43M
- CRSCarpenter Technology0.9% · $35M
- GLWCorning Inc0.8% · $33M
- GSGoldman Sachs Group Inc0.8% · $30M
- ILMNIllumina Inc0.7% · $29M
- AVGOBroadcom Inc0.6% · $24M
- EWZIshares Msci Brazil Etf0.5% · $21M
- HASHasbro Inc0.5% · $21M
- OPCHOption Care Health Inc0.5% · $21M
- XPOXpo Inc0.5% · $21M
- BACBank OF America Corp0.4% · $16M
- CHYMChime Financial Inc-cl A0.4% · $16M
- VKTXViking Therapeutics Inc0.4% · $15M
- BWXTBwx Technologies Inc0.3% · $11M
- TBBBBbb Foods Inc0.3% · $10M
- DHIDR Horton Inc0.3% · $10M
- LENLennar Corp-a0.3% · $10M
- BLDRBuilders Firstsource Inc0.3% · $10M
- ELVNEnliven Therapeutics Inc0.2% · $9M
- TMOThermo Fisher Scientific Inc0.1% · $5M
- DHRDanaher Corp0.1% · $5M
- CCChemours Co/the0.1% · $5M
Added to (7)
- INSMInsmed Inc+65% shares · 5.8% · $227M
- TSMTaiwan Semiconductor-sp Adr+28% shares · 4.4% · $173M
- DOCUDocusign Inc+20% shares · 2.6% · $101M
- ROKURoku Inc+123% shares · 2.5% · $97M
- EQTEqt Corp+46% shares · 1.9% · $73M
- DALDelta Air Lines Inc+130% shares · 1.0% · $39M
- APPApplovin Corp-class A+123% shares · 0.8% · $31M
Trimmed (15)
- WWDWoodward Inc-23% shares · 5.3% · $208M
- PMPhilip Morris International-26% shares · 3.8% · $149M
- CPNGCoupang Inc-56% shares · 3.1% · $123M
- COHRCoherent Corp-48% shares · 2.6% · $103M
- WABWabtec Corp-43% shares · 0.9% · $36M
- PCTPurecycle Technologies Inc-32% shares · 0.8% · $32M
- KMIKinder Morgan Inc-35% shares · 0.8% · $32M
- BCSBarclays Plc-spons Adr-59% shares · 0.7% · $29M
- TWLOTwilio Inc - A-45% shares · 0.6% · $25M
- ARGTGlobal X Msci Argentina Etf-40% shares · 0.6% · $23M
- YPFYpf S.a.-sponsored Adr-66% shares · 0.6% · $22M
- BMABanco Macro Sa-adr-49% shares · 0.4% · $16M
- GGALGrupo Financiero Galicia-adr-39% shares · 0.3% · $12M
- FCXFreeport-mcmoran Inc-78% shares · 0.2% · $10M
- CCCCcc Intelligent Solutions HO-82% shares · 0.2% · $9M
Exited (14)
- COFCapital One Financial Corpwas 1.2% of book
- SWTXUSDSpringworks Therapeutics Incwas 0.9% of book
- AMZNAmazon.com Incwas 0.9% of book
- ASNDUSDAscendis Pharma A/swas 0.8% of book
- BNBrookfield Corpwas 0.6% of book
- TECKTeck Resources Ltd-cls Bwas 0.5% of book
- BBIOBridgebio Pharma Incwas 0.5% of book
- EXEExpand Energy Corpwas 0.4% of book
- ARAntero Resources Corpwas 0.3% of book
- PIImpinj Incwas 0.3% of book
- TSLATesla Incwas 0.2% of book
- RAREUltragenyx Pharmaceutical INwas 0.1% of book
- AALAmerican Airlines Group Incwas <0.1% of book
- IVVDInvivyd 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.