Stanley Druckenmiller · quarter digest
What Stanley Druckenmiller did in Q4 2024
Duquesne Family Office filed 72 moves in Q4 2024: 19 new, 22 add, 13 trim, 18 exit.
13F filed 2025-02-14. Manager quality score: q9. Philosophy: Macro top-down, concentrated bets, ride trends.
New positions · 19
Fresh money
NEW·4.5% book·+23
“New Coherent position.”
UALUnited Airls Hldgs Inc
NEW·3.3% book·−7
DALDelta Air Lines Inc Del
NEW·2.9% book·−11
AMZNAmazon Com Inc
NEW·1.9% book·−6
SLMSlm Corp
NEW·1.9% book·+9
AALAmerican Airl
NEW·1.6% book·−10
LLYEli Lilly & Co
NEW·1.3% book·−6
WBDWarner Bros Discovery Inc
NEW·1.3% book·−3
BWXTBwx Technologies Inc
NEW·0.9% book·−6
MUMicron Technology Inc
NEW·0.9% book·+22
GOOGLAlphabet Inc
NEW·0.4% book·−27
PCTPurecycle Technologies Inc
NEW·0.4% book·−5
TSLATesla Inc
NEW·0.4% book·−11
LYVLive Nation Entertainment In
NEW·0.3% book·−16
WFCWells Fargo Co New
NEW·0.3% book·−3
MIRMirion Technologies Inc
NEW·0.2% book·−4
ELFE L F Beauty Inc
NEW·0.1% book·−3
IQVIqvia Hldgs Inc
NEW·0.1% book·−13
NUNu Hldgs Ltd
NEW·0.1% book·−13
Adds · 22
Adding to conviction
ADD +8%·14.6% book·+1
“Pre-trim NVDA accumulation.”
ADD +14%·9.5% book·−17
“Adding Microsoft.”
WWDWoodward Inc
ADD +16%·5.5% book·−2
TEVATeva Pharmaceutical Inds Ltd
ADD +530%·5.3% book·−4
STXSeagate Technology Hldngs Pl
ADD +9%·4.8% book·−7
MELIMercadolibre Inc
ADD +12%·2.5% book·−4
YPFYpf Sociedad Anonima
ADD +292%·1.9% book·+8
WABWabtec
ADD +56%·1.4% book·−5
BMABanco Macro Sa
ADD +14%·1.3% book·−3
ARGTGlobal X Fds
ADD +95%·1.2% book·+5
BCSBarclays Plc
ADD +59%·1.1% book·−1
INSMInsmed Inc
ADD +2867%·1.1% book·0
BNBrookfield Corp
ADD +154%·0.9% book·+14
GEVGe Vernova Inc
ADD +241%·0.9% book·−2
GGALGrupo Financiero Galicia S.A
ADD +26%·0.8% book·−1
WDCWestern Digital Corp
ADD +484%·0.7% book·−9
ARMArm Holdings Plc
ADD +726%·0.6% book·+5
TSMTaiwan Semiconductor Mfg Ltd
ADD +87%·0.6% book·−2
USBUs Bancorp Del
ADD +132%·0.6% book·−9
PANWPalo Alto Networks Inc
ADD +100%·0.4% book·−6
PCVXVaxcyte Inc
ADD +101%·0.2% book·−4
JOBYJoby Aviation Inc
ADD +40%·0.0% book·−4
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Remove with Pro →Trims · 13
Taking chips off
CPNGCoupang Inc
TRIM -24%·5.3% book·−1
PMPhilip Morris Intl Inc
TRIM -16%·4.4% book·−20
KMIKinder Morgan Inc Del
TRIM -15%·1.6% book·−9
VSTVistra Corp
TRIM -28%·1.0% book·+1
KRESpdr Ser Tr
TRIM -73%·0.9% book·−1
FCXFreeport-Mcmoran Inc
TRIM -45%·0.8% book·−6
DFSDiscover Finl Svcs
TRIM -48%·0.7% book·−13
TECKTeck Resources Ltd
TRIM -58%·0.5% book·−8
GTMZoominfo Technologies Inc
TRIM -18%·0.5% book·−8
KEYKeycorp
TRIM -10%·0.2% book·−10
WULFTerawulf Inc
TRIM -50%·0.2% book·+1
CCitigroup Inc
TRIM -78%·0.1% book·−6
FLUTFlutter Entmt Plc
TRIM -93%·0.1% book·−7
Exits · 18
Closed positions
MAAMid-Amer Apt Cmntys Inc
EXIT·0.0% book·−2
CPTCamden Ppty Tr
EXIT·0.0% book·−5
CNMCore & Main Inc
EXIT·0.0% book·−9
ADBEAdobe Inc
EXIT·0.0% book·−11
CRHCrh Plc
EXIT·0.0% book·−14
TPGTpg Inc
EXIT·0.0% book·−5
SPRYArs Pharmaceuticals Inc
EXIT·0.0% book·−7
ADSKAutodesk Inc
EXIT·0.0% book·−20
CBChubb Limited
EXIT·0.0% book·+16
CFGCitizens Finl Group Inc
EXIT·0.0% book·−7
MTBM & T Bk Corp
EXIT·0.0% book·−12
SLNSilence Therapeutics Plc
EXIT·0.0% book·−1
SBUXStarbucks Corp
EXIT·0.0% book·−12
TRPTc Energy Corp
EXIT·0.0% book·−5
XPOXpo Inc
EXIT·0.0% book·−6
BCYCBicycle Therapeutics Plc
EXIT·0.0% book·−1
IHSIhs Holding Limited
EXIT·0.0% book·−6
NRIXNurix Therapeutics Inc
EXIT·0.0% book·−6
Current top holdings
Stanley Druckenmiller’s book, latest snapshot
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Not investment advice. Data from 13F filings with HoldLens parsing. Methodology.
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