Stanley Druckenmiller · quarter digest
What Stanley Druckenmiller did in Q1 2025
Duquesne Family Office filed 71 moves in Q1 2025: 13 new, 12 add, 14 trim, 32 exit.
13F filed 2025-05-15. Manager quality score: q9. Philosophy: Macro top-down, concentrated bets, ride trends.
New positions · 13
Fresh money
NEW·4.1% book·−2
“New TSM position.”
DOCUDocusign Inc
NEW·2.9% book·−4
CCCCcc Intelligent Solutions Hl
NEW·1.7% book·+4
EQTEqt Corp
NEW·1.5% book·−4
CZRCaesars Entertainment Inc Ne
NEW·1.3% book·−8
COFCapital One Finl Corp
NEW·1.2% book·−18
TWLOTwilio Inc
NEW·1.2% book·−9
ROKURoku Inc
NEW·1.1% book·−3
BBIOBridgebio Pharma Inc
NEW·0.5% book·−13
EXEExpand Energy Corporation
NEW·0.4% book·+3
ARAntero Resources Corp
NEW·0.3% book·−5
APPApplovin Corp
NEW·0.3% book·−8
PIImpinj Inc
NEW·0.3% book·−4
Adds · 12
Adding to conviction
ADD +5%·15.6% book·+1
“Small NVDA add before the trim cycle began.”
TEVATeva Pharmaceutical Inds Ltd
ADD +65%·7.5% book·−4
INSMInsmed Inc
ADD +131%·3.4% book·0
FLUTFlutter Entmt Plc
ADD +1985%·2.7% book·−7
LLYEli Lilly & Co
ADD +52%·2.6% book·−6
YPFYpf Sociedad Anonima
ADD +23%·2.4% book·+8
BCSBarclays Plc
ADD +20%·1.9% book·−1
WABWabtec
ADD +8%·1.8% book·−5
FCXFreeport-Mcmoran Inc
ADD +34%·1.3% book·−6
DAKTDaktronics Inc
ADD +17%·1.2% book·−4
PCTPurecycle Technologies Inc
ADD +111%·0.8% book·−5
NAMSNewamsterdam Pharma Company
ADD +178%·0.5% book·+2
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Remove with Pro →Trims · 14
Taking chips off
WWDWoodward Inc
TRIM -10%·6.5% book·−2
PMPhilip Morris Intl Inc
TRIM -18%·5.7% book·−20
COHRCoherent Corp
TRIM -21%·4.7% book·+23
DALDelta Air Lines Inc Del
TRIM -27%·1.8% book·−11
KMIKinder Morgan Inc Del
TRIM -26%·1.5% book·−9
STXSeagate Technology Hldngs Pl
TRIM -78%·1.3% book·−7
UALUnited Airls Hldgs Inc
TRIM -53%·1.3% book·−7
ARGTGlobal X Fds
TRIM -19%·1.2% book·+5
BMABanco Macro Sa
TRIM -11%·1.1% book·−3
AMZNAmazon Com Inc
TRIM -58%·0.9% book·−6
GGALGrupo Financiero Galicia S.A
TRIM -15%·0.7% book·−1
BNBrookfield Corp
TRIM -48%·0.5% book·+14
TSLATesla Inc
TRIM -50%·0.2% book·−11
AALAmerican Airl
TRIM -96%·0.0% book·−10
Exits · 32
Closed positions
SLMSlm Corp
EXIT·0.0% book·+9
WBDWarner Bros Discovery Inc
EXIT·0.0% book·−3
VSTVistra Corp
EXIT·0.0% book·+1
BWXTBwx Technologies Inc
EXIT·0.0% book·−6
GEVGe Vernova Inc
EXIT·0.0% book·−2
MUMicron Technology Inc
EXIT·0.0% book·+22
KRESpdr Ser Tr
EXIT·0.0% book·−1
NVTNvent Electric Plc
EXIT·0.0% book·−10
DFSDiscover Finl Svcs
EXIT·0.0% book·−13
WDCWestern Digital Corp
EXIT·0.0% book·−9
ARMArm Holdings Plc
EXIT·0.0% book·+5
USBUs Bancorp Del
EXIT·0.0% book·−9
GTMZoominfo Technologies Inc
EXIT·0.0% book·−8
GOOGLAlphabet Inc
EXIT·0.0% book·−27
PANWPalo Alto Networks Inc
EXIT·0.0% book·−6
ABCBAmeris Bancorp
EXIT·0.0% book·−7
FCNCAFirst Ctzns Bancshares Inc N
EXIT·0.0% book·−11
FHNFirst Horizon Corporation
EXIT·0.0% book·−13
HBANHuntington Bancshares Inc
EXIT·0.0% book·−8
LYVLive Nation Entertainment In
EXIT·0.0% book·−16
TFCTruist Finl Corp
EXIT·0.0% book·−4
WFCWells Fargo Co New
EXIT·0.0% book·−3
KEYKeycorp
EXIT·0.0% book·−10
MIRMirion Technologies Inc
EXIT·0.0% book·−4
WULFTerawulf Inc
EXIT·0.0% book·+1
PCVXVaxcyte Inc
EXIT·0.0% book·−4
CCitigroup Inc
EXIT·0.0% book·−6
ELFE L F Beauty Inc
EXIT·0.0% book·−3
IQVIqvia Hldgs Inc
EXIT·0.0% book·−13
NUNu Hldgs Ltd
EXIT·0.0% book·−13
PLTRPalantir Technologies Inc
EXIT·0.0% book·+12
TLSITrisalus Life Sciences Inc
EXIT·0.0% book·−7
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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