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← Stanley Druckenmiller

Stanley Druckenmiller's 2024Q4 portfolio

Stanley Druckenmiller (Duquesne Family Office) held 19 positions as of Dec 31, 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 2024Q4but 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 Dec 31, 2024 (19)

  1. 1NTRANatera Inc
    % port
    15.9%
    now 20.9%
  2. 2COHRCoherent Corp
    % port
    7.5%
    -1.8pp vs prior Qnow 0.3%
  3. 3WWDWoodward Inc
    % port
    5.7%
    -0.6pp vs prior Qnow 2.6%
  4. 4TEVATeva Pharmaceutical-sp Adr
    % port
    5.6%
    +4.7pp vs prior Qnow 2.4%
  5. 5CPNGCoupang Inc
    % port
    5.5%
    -4.6pp vs prior Qnow 1.7%
  6. 6(cusip)Seagate Technology Hldngs PL
    % port
    3.8%
    -2.5pp vs prior Qnow 0.7%
  7. 7UALUnited Airlines Holdings Inc
    % port
    2.9%
    now 0.8%
  8. 8MELIMercadolibre Inc
    % port
    2.6%
    -0.9pp vs prior Qnow 0.2%
  9. 9AMZNAmazon.com Inc
    % port
    2.0%
    now 0.3%
  10. 10YPFYpf S.a.-sponsored Adr
    % port
    2.0%
    +1.7pp vs prior Qnow 5.1%
  11. 11WABWabtec Corp
    % port
    1.5%
    +0.4pp vs prior Qnow 0.8%
  12. 12ARGTGlobal X Msci Argentina Etf
    % port
    1.3%
    +0.6pp vs prior Q
  13. 13DAKTDaktronics Inc
    % port
    1.2%
    now 0.4%
  14. 14INSMInsmed Inc
    % port
    1.2%
    +1.1pp vs prior Qnow 6.4%
  15. 15MUMicron Technology Inc
    % port
    1.0%
    now 0.3%
  16. 16ARMArm Holdings Plc-adr
    % port
    0.6%
    +0.5pp vs prior Q
  17. 17TSMTaiwan Semiconductor-sp Adr
    % port
    0.6%
    +0.2pp vs prior Qnow 5.7%
  18. 18PCTPurecycle Technologies Inc
    % port
    0.5%
    now 0.2%
  19. 19NAMSNewamsterdam Pharma Company
    % port
    0.2%
    now 3.3%

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.