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← Stanley Druckenmiller

Stanley Druckenmiller's 2025Q3 portfolio

Stanley Druckenmiller (Duquesne Family Office) held 30 positions as of Sep 30, 2025, with the largest position at 13.2% of the portfolio.

Showing positions still held at the most recent quarter so their historical weights can be reconstructed. Positions that were held in 2025Q3but 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, 2025 (30)

  1. 1NTRANatera Inc
    % port
    13.2%
    -0.2pp vs prior Qnow 20.9%
  2. 2INSMInsmed Inc
    % port
    8.9%
    +3.1pp vs prior Qnow 6.4%
  3. 3TEVATeva Pharmaceutical-sp Adr
    % port
    8.5%
    +1.7pp vs prior Qnow 2.4%
  4. 4TSMTaiwan Semiconductor-sp Adr
    % port
    5.4%
    +1.0pp vs prior Qnow 5.7%
  5. 5WWDWoodward Inc
    % port
    4.1%
    -1.2pp vs prior Qnow 2.6%
  6. 6CPNGCoupang Inc
    % port
    3.8%
    +0.7pp vs prior Qnow 1.7%
  7. 7MELIMercadolibre Inc
    % port
    3.5%
    -0.1pp vs prior Qnow 0.2%
  8. 8AMZNAmazon.com Inc
    % port
    2.4%
    now 0.3%
  9. 9ROKURoku Inc
    % port
    2.1%
    -0.4pp vs prior Qnow 2.4%
  10. 10FIGRFigure Technology Solut-cl A
    % port
    2.0%
    now 1.3%
  11. 11QSRRestaurant Brands Intern
    % port
    1.8%
    +0.6pp vs prior Qnow 1.1%
  12. 12STUBStubhub Holdings Inc-class A
    % port
    1.8%
    now 0.3%
  13. 13WABWabtec Corp
    % port
    1.5%
    +0.6pp vs prior Qnow 0.8%
  14. 14NAMSNewamsterdam Pharma Company
    % port
    1.4%
    +1.0pp vs prior Qnow 3.3%
  15. 15TWLOTwilio Inc - A
    % port
    1.3%
    +0.7pp vs prior Qnow 0.8%
  16. 16SESea Ltd-adr
    % port
    1.2%
    now 3.1%
  17. 17CRHCrh Plc
    % port
    1.2%
    now 1.4%
  18. 18UUnity Software Inc
    % port
    0.9%
    -0.2pp vs prior Qnow 0.6%
  19. 19CLFCleveland-cliffs Inc
    % port
    0.8%
    now 0.7%
  20. 20TBBBBbb Foods Inc
    % port
    0.8%
    +0.6pp vs prior Qnow 3.7%
  21. 21PCTPurecycle Technologies Inc
    % port
    0.8%
    now 0.2%
  22. 22DAKTDaktronics Inc
    % port
    0.8%
    -0.4pp vs prior Qnow 0.4%
  23. 23OPCHOption Care Health Inc
    % port
    0.7%
    +0.2pp vs prior Qnow 1.7%
  24. 24ARMArm Holdings Plc-adr
    % port
    0.6%
  25. 25(cusip)Seagate Technology Hldngs PL
    % port
    0.5%
    -0.2pp vs prior Qnow 0.7%
  26. 26SNDKSandisk Corp
    % port
    0.5%
    now 0.8%
  27. 27ARGTGlobal X Msci Argentina Etf
    % port
    0.5%
    -0.1pp vs prior Qnow 1.2%
  28. 28PTGXProtagonist Therapeutics Inc
    % port
    0.3%
    now 0.6%
  29. 29SATSEchostar Corp-a
    % port
    0.1%
    now 0.2%
  30. 30YPFYpf S.a.-sponsored Adr
    % port
    0.1%
    -0.5pp vs prior Qnow 5.1%

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.