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← Stanley Druckenmiller

Stanley Druckenmiller's 2025Q2 portfolio

Stanley Druckenmiller (Duquesne Family Office) held 25 positions as of Jun 30, 2025, with the largest position at 13.3% of the portfolio.

Showing positions still held at the most recent quarter so their historical weights can be reconstructed. Positions that were held in 2025Q2but 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 Jun 30, 2025 (25)

  1. 1NTRANatera Inc
    % port
    13.3%
    -2.8pp vs prior Qnow 20.9%
  2. 2TEVATeva Pharmaceutical-sp Adr
    % port
    6.8%
    -0.8pp vs prior Qnow 2.4%
  3. 3INSMInsmed Inc
    % port
    5.8%
    +2.3pp vs prior Qnow 6.4%
  4. 4WWDWoodward Inc
    % port
    5.3%
    -1.4pp vs prior Qnow 2.6%
  5. 5TSMTaiwan Semiconductor-sp Adr
    % port
    4.4%
    +1.1pp vs prior Qnow 5.7%
  6. 6MELIMercadolibre Inc
    % port
    3.6%
    now 0.2%
  7. 7CPNGCoupang Inc
    % port
    3.1%
    -3.7pp vs prior Qnow 1.7%
  8. 8COHRCoherent Corp
    % port
    2.6%
    -2.2pp vs prior Qnow 0.3%
  9. 9ROKURoku Inc
    % port
    2.5%
    +1.3pp vs prior Q
  10. 10QSRRestaurant Brands Intern
    % port
    1.3%
    now 1.1%
  11. 11SESea Ltd-adr
    % port
    1.3%
    now 3.1%
  12. 12DAKTDaktronics Inc
    % port
    1.2%
    now 0.4%
  13. 13UUnity Software Inc
    % port
    1.1%
    now 0.6%
  14. 14WABWabtec Corp
    % port
    0.9%
    -0.9pp vs prior Qnow 0.8%
  15. 15PCTPurecycle Technologies Inc
    % port
    0.8%
    now 0.2%
  16. 16UALUnited Airlines Holdings Inc
    % port
    0.8%
  17. 17(cusip)Seagate Technology Hldngs PL
    % port
    0.7%
    +0.1pp vs prior Q
  18. 18TWLOTwilio Inc - A
    % port
    0.6%
    -0.6pp vs prior Qnow 0.8%
  19. 19AVGOBroadcom Inc
    % port
    0.6%
    now 2.1%
  20. 20ARGTGlobal X Msci Argentina Etf
    % port
    0.6%
    -0.6pp vs prior Qnow 1.2%
  21. 21YPFYpf S.a.-sponsored Adr
    % port
    0.6%
    -1.9pp vs prior Qnow 5.1%
  22. 22EWZIshares Msci Brazil Etf
    % port
    0.5%
    now 4.5%
  23. 23OPCHOption Care Health Inc
    % port
    0.5%
    now 1.7%
  24. 24NAMSNewamsterdam Pharma Company
    % port
    0.4%
    -0.2pp vs prior Qnow 3.3%
  25. 25TBBBBbb Foods Inc
    % port
    0.3%
    now 3.7%

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.