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← Stanley Druckenmiller

Stanley Druckenmiller's 2024Q3 portfolio

Stanley Druckenmiller (Duquesne Family Office) held 17 positions as of Sep 30, 2024, with the largest position at 15.9% of the portfolio.

Showing positions still held at the most recent quarter so their historical weights can be reconstructed. Positions that were held in 2024Q3but have since been exited aren't included in this table — for a full point-in-time reconstruction, use the SEC EDGAR filing directly.

Holdings as of Sep 30, 2024 (17)

  1. 1NTRANatera Inc
    % port
    15.9%
    +8.3pp vs prior Qnow 20.9%
  2. 2CPNGCoupang Inc
    % port
    10.1%
    +1.9pp vs prior Qnow 1.7%
  3. 3COHRCoherent Corp
    % port
    9.3%
    now 0.3%
  4. 4WWDWoodward Inc
    % port
    6.4%
    +0.5pp vs prior Qnow 2.6%
  5. 5(cusip)Seagate Technology Hldngs PL
    % port
    6.3%
    -0.1pp vs prior Qnow 0.7%
  6. 6MELIMercadolibre Inc
    % port
    3.5%
    +1.3pp vs prior Qnow 0.2%
  7. 7AVGOBroadcom Inc
    % port
    1.5%
    now 2.1%
  8. 8DAKTDaktronics Inc
    % port
    1.2%
    now 0.4%
  9. 9WABWabtec Corp
    % port
    1.1%
    +0.3pp vs prior Qnow 0.8%
  10. 10TEVATeva Pharmaceutical-sp Adr
    % port
    0.9%
    now 2.4%
  11. 11ARGTGlobal X Msci Argentina Etf
    % port
    0.7%
    now 1.2%
  12. 12CRHCrh Plc
    % port
    0.5%
    now 1.4%
  13. 13TSMTaiwan Semiconductor-sp Adr
    % port
    0.3%
    now 5.7%
  14. 14YPFYpf S.a.-sponsored Adr
    % port
    0.3%
    -0.1pp vs prior Qnow 5.1%
  15. 15NAMSNewamsterdam Pharma Company
    % port
    0.2%
    now 3.3%
  16. 16ARMArm Holdings Plc-adr
    % port
    0.1%
    now 0.6%
  17. 17INSMInsmed Inc
    % port
    0.1%
    now 6.4%

13F-HR filings disclose long US-equity positions only. 13Fs don't cover shorts, bonds, derivatives, or non-US listings, so the picture here is the public part of the portfolio — not the whole.

Not investment advice.