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Head-to-head comparison

Stanley Druckenmiller vs Andreas Halvorsen

Stanley Druckenmiller
Duquesne Family Office
Q9/10
"Macro top-down, concentrated bets, ride trends."
5 positionsSince 1981
Andreas Halvorsen
Viking Global Investors
Q8/10
"Long-short equity, deep fundamental research, Tiger Cub pedigree."
6 positionsSince 1999

Shared conviction

Stocks both managers hold as a top position. Overlap in conviction is a strong consensus signal.

TickerStanley %Andreas %
MSFT9.1%4.8%
NVDA11.4%6.2%
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Recent moves — Q2 2026

Latest quarter activity for each manager.

Stanley Druckenmiller
  • IWMADD +318%
  • AMZNADD +307%
  • UALADD +203%
  • PCTADD +178%
  • STXADD +141%
  • INSMADD +140%
  • FOXANEW
  • CDWNEW
  • BTDRNEW
  • DALNEW
  • FLRNEW
  • TSLANEW
  • DHINEW
  • AMDNEW
  • PANWNEW
  • HUTNEW
  • CVCONEW
  • METANEW
  • AEVANEW
+ 71 more moves this quarter (showing the 20 highest-conviction)
Andreas Halvorsen
  • CVNAADD +343%
  • IBKRADD +246%
  • AMZNADD +210%
  • RACENEW
  • MSCINEW
  • UNPNEW
  • DLRNEW
  • CVSNEW
  • FDXFNEW
  • MSNEW
  • APTVNEW
  • QCOMNEW
  • EQHNEW
  • SNOWNEW
  • TTWONEW
  • SPCXNEW
  • BCENEW
  • USFDNEW
  • BTSGNEW
  • NTRANEW
+ 73 more moves this quarter (showing the 20 highest-conviction)

Data sourced from 13F filings with the SEC. Overlap in top positions is a concrete consensus signal, not investment advice.

Deep dive

Reading for your research

Optional background reading on interpreting company disclosures and investing methods. These books do not validate a signal or predict returns.

Amazon affiliate links — as an Amazon Associate, HoldLens earns from qualifying purchases and membership trials at no extra cost to you. These are books we genuinely recommend. Not investment advice; always do your own research.