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← Stanley Druckenmiller

Stanley Druckenmiller's 2025Q1 portfolio

Stanley Druckenmiller (Duquesne Family Office) held 19 positions as of Mar 31, 2025, with the largest position at 16.1% of the portfolio.

Showing positions still held at the most recent quarter so their historical weights can be reconstructed. Positions that were held in 2025Q1but 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 Mar 31, 2025 (19)

  1. 1NTRANatera Inc
    % port
    16.1%
    +0.3pp vs prior Qnow 20.9%
  2. 2TEVATeva Pharmaceutical-sp Adr
    % port
    7.7%
    +2.1pp vs prior Qnow 2.4%
  3. 3CPNGCoupang Inc
    % port
    6.8%
    +1.3pp vs prior Qnow 1.7%
  4. 4WWDWoodward Inc
    % port
    6.7%
    +1.0pp vs prior Qnow 2.6%
  5. 5COHRCoherent Corp
    % port
    4.8%
    -2.7pp vs prior Qnow 0.3%
  6. 6MELIMercadolibre Inc
    % port
    3.5%
    +0.9pp vs prior Qnow 0.2%
  7. 7INSMInsmed Inc
    % port
    3.5%
    +2.3pp vs prior Qnow 6.4%
  8. 8TSMTaiwan Semiconductor-sp Adr
    % port
    3.3%
    +2.7pp vs prior Qnow 5.7%
  9. 9YPFYpf S.a.-sponsored Adr
    % port
    2.4%
    +0.4pp vs prior Qnow 5.1%
  10. 10WABWabtec Corp
    % port
    1.8%
    +0.3pp vs prior Qnow 0.8%
  11. 11DAKTDaktronics Inc
    % port
    1.3%
    now 0.4%
  12. 12ARGTGlobal X Msci Argentina Etf
    % port
    1.2%
  13. 13TWLOTwilio Inc - A
    % port
    1.2%
    now 0.8%
  14. 14ROKURoku Inc
    % port
    1.2%
    now 2.4%
  15. 15AMZNAmazon.com Inc
    % port
    0.9%
    -1.2pp vs prior Qnow 0.3%
  16. 16UALUnited Airlines Holdings Inc
    % port
    0.9%
    -2.0pp vs prior Q
  17. 17PCTPurecycle Technologies Inc
    % port
    0.8%
    +0.3pp vs prior Qnow 0.2%
  18. 18(cusip)Seagate Technology Hldngs PL
    % port
    0.6%
    -3.2pp vs prior Q
  19. 19NAMSNewamsterdam Pharma Company
    % port
    0.5%
    +0.3pp vs prior Qnow 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.