Giantsight
View More Investor Portfolios

Stanley Druckenmiller's Portfolio

Stanley Druckenmiller

Stanley Druckenmiller

NEW

Duquesne Family Office

Filing: 8/15/2025

Portfolio Value

$4M

+33.05%

Holdings

69

New

35

Sold

18

Holdings

#Company% of PortfolioActivityMarket ValueSharesSector
1
Natera
NTRA
12.80%
reduced
$521,212
3,085,190
Healthcare
2
Teva Pharmaceutical Inds
TEVA
6.57%
increased
$267,639
15,968,935
Healthcare
3
Insmed
INSM
5.57%
increased
$226,786
2,253,435
Healthcare
4
Woodward
WWD
5.11%
reduced
$208,059
848,910
Industrials
5
Taiwan Semiconductor Mfg
TSM
4.26%
increased
$173,284
765,085
Technology
6
Philip Morris Intl
PM
3.65%
reduced
$148,614
815,975
Consumer Staples
7
Mercadolibre
MELI
3.45%
-
$140,417
53,725
Consumer Discretionary
8
Entegris
ENTG
3.26%
new
$132,741
1,645,885
Technology
9
Coupang
CPNG
3.02%
reduced
$122,999
4,105,424
Consumer Discretionary
10
Flutter Entmt Plc
FLUT
2.84%
increased
$115,771
405,320
Consumer Cyclical

Buy Positions

New Positions

  • Entegris
    ENTGEntegris

    3.26%

    +1,645,885 shares

  • Microsoft
    MSFTMicrosoft

    2.45%

    +200,930 shares

  • Warner Bros Discovery
    WBDWarner Bros Discovery

    1.84%

    +6,537,160 shares

  • Ishares Tr
    IWMCALLIshares Tr

    1.78%

    +335,000 shares

  • Citigroup
    CCitigroup

    1.39%

    +666,300 shares

Showing 5 of 35 positions

Increased Positions

  • Teva Pharmaceutical Inds
    TEVATeva Pharmaceutical Inds

    increase 7.32%

    +1,089,185 shares

  • Insmed
    INSMInsmed

    increase 64.60%

    +884,385 shares

  • Taiwan Semiconductor Mfg
    TSMTaiwan Semiconductor Mfg

    increase 27.77%

    +166,305 shares

  • Flutter Entmt Plc
    FLUTFlutter Entmt Plc

    increase 7.38%

    +27,845 shares

  • Docusign
    DOCUDocusign

    increase 20.08%

    +215,785 shares

Showing 5 of 13 positions

Sell Positions

Exited Positions

  • Delta Air Lines Inc Del
    DALCALLDelta Air Lines Inc Del

    reduce 100%

    +949,500 shares

  • Capital One Finl
    COFCapital One Finl

    reduce 100%

    +197,670 shares

  • Springworks Therapeutics
    SWTXSpringworks Therapeutics

    reduce 100%

    +615,929 shares

  • Amazon Com
    AMZNAmazon Com

    reduce 100%

    +136,765 shares

  • Ascendis Pharma A/S
    ASNDAscendis Pharma A/S

    reduce 100%

    +158,720 shares

Showing 5 of 18 positions

Reduced Positions

  • Natera
    NTRANatera

    reduce 9.32%

    -317,140 shares

  • Woodward
    WWDWoodward

    reduce 22.67%

    -248,840 shares

  • Philip Morris Intl
    PMPhilip Morris Intl

    reduce 26.17%

    -289,293 shares

  • Coupang
    CPNGCoupang

    reduce 55.87%

    -5,197,210 shares

  • Coherent
    COHRCoherent

    reduce 47.89%

    -1,064,230 shares

Showing 5 of 18 positions