Stanley Druckenmiller · quarter digest
What Stanley Druckenmiller did in Q2 2025
Duquesne Family Office filed 75 moves in Q2 2025: 32 new, 10 add, 21 trim, 12 exit.
13F filed 2025-08-14. Manager quality score: q9. Philosophy: Macro top-down, concentrated bets, ride trends.
New positions · 32
Fresh money
ENTGEntegris Inc
NEW·3.3% book·−8
MSFTMicrosoft Corp
NEW·2.5% book·−17
IWMIshares Tr
NEW·1.8% book·−2
WBDWarner Bros Discovery Inc
NEW·1.8% book·−3
CCitigroup Inc
NEW·1.4% book·−6
SPYSpdr S&P 500 Etf Tr
NEW·1.4% book·−2
XLFSelect Sector Spdr Tr
NEW·1.3% book·+3
NUNu Hldgs Ltd
NEW·1.2% book·−13
QSRRestaurant Brands Intl Inc
NEW·1.2% book·−5
SESea Ltd
NEW·1.2% book·−4
UUnity Software Inc
NEW·1.1% book·−7
CRSCarpenter Technology Corp
NEW·0.9% book·−2
GLWCorning Inc
NEW·0.8% book·−10
GSGoldman Sachs Group Inc
NEW·0.7% book·−13
ILMNIllumina Inc
NEW·0.7% book·−20
HASHasbro Inc
NEW·0.5% book·−3
EWZIshares Inc
NEW·0.5% book·+10
OPCHOption Care Health Inc
NEW·0.5% book·+7
XPOXpo Inc
NEW·0.5% book·−6
BACBank America Corp
NEW·0.4% book·−1
CHYMChime Finl Inc
NEW·0.4% book·−18
VKTXViking Therapeutics Inc
NEW·0.4% book·−6
BWXTBwx Technologies Inc
NEW·0.3% book·−6
TBBBBbb Foods Inc
NEW·0.2% book·+14
BLDRBuilders Firstsource Inc
NEW·0.2% book·+2
DHID R Horton Inc
NEW·0.2% book·−5
ESLTElbit Sys Ltd
NEW·0.2% book·−4
ELVNEnliven Therapeutics Inc
NEW·0.2% book·+3
LENLennar Corp
NEW·0.2% book·+13
CCChemours Co
NEW·0.1% book·−5
DHRDanaher Corporation
NEW·0.1% book·−18
TMOThermo Fisher Scientific Inc
NEW·0.1% book·−23
Adds · 10
Adding to conviction
TEVATeva Pharmaceutical Inds Ltd
ADD +7%·6.6% book·−4
INSMInsmed Inc
ADD +72%·5.8% book·0
ADD +20%·5.3% book·+23
“First Coherent add.”
ADD +10%·4.5% book·−2
“Building Taiwan Semi.”
FLUTFlutter Entmt Plc
ADD +7%·2.8% book·−7
DOCUDocusign Inc
ADD +20%·2.5% book·−4
ROKURoku Inc
ADD +123%·2.4% book·−3
LLYEli Lilly & Co
ADD +6%·1.9% book·−6
EQTEqt Corp
ADD +46%·1.8% book·−4
APPApplovin Corp
ADD +123%·0.8% book·−8
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Remove with Pro →Trims · 21
Taking chips off
TRIM -12%·13.8% book·+1
“First NVDA trim of the cycle.”
NTRANatera Inc
TRIM -6%·13.3% book·+2
WWDWoodward Inc
TRIM -23%·5.1% book·−2
PMPhilip Morris Intl Inc
TRIM -26%·3.7% book·−20
CPNGCoupang Inc
TRIM -56%·3.0% book·−1
CZRCaesars Entertainment Inc Ne
TRIM -10%·1.0% book·−8
DALDelta Air Lines Inc Del
TRIM -39%·1.0% book·−11
WABWabtec
TRIM -43%·0.9% book·−5
KMIKinder Morgan Inc Del
TRIM -35%·0.8% book·−9
PCTPurecycle Technologies Inc
TRIM -32%·0.8% book·−5
BCSBarclays Plc
TRIM -59%·0.7% book·−1
STXSeagate Technology Hldngs Pl
TRIM -58%·0.7% book·−7
UALUnited Airls Hldgs Inc
TRIM -37%·0.7% book·−7
AVGOBroadcom Inc
TRIM -73%·0.6% book·−12
ARGTGlobal X Fds
TRIM -40%·0.6% book·+5
TWLOTwilio Inc
TRIM -45%·0.6% book·−9
YPFYpf Sociedad Anonima
TRIM -66%·0.5% book·+8
BMABanco Macro Sa
TRIM -49%·0.4% book·−3
GGALGrupo Financiero Galicia S.A
TRIM -39%·0.3% book·−1
CCCCcc Intelligent Solutions Hl
TRIM -82%·0.2% book·+4
FCXFreeport-Mcmoran Inc
TRIM -78%·0.2% book·−6
Exits · 12
Closed positions
COFCapital One Finl Corp
EXIT·0.0% book·−18
AMZNAmazon Com Inc
EXIT·0.0% book·−6
BBIOBridgebio Pharma Inc
EXIT·0.0% book·−13
TECKTeck Resources Ltd
EXIT·0.0% book·−8
EXEExpand Energy Corporation
EXIT·0.0% book·+3
FLEXFlex Ltd
EXIT·0.0% book·−16
ARAntero Resources Corp
EXIT·0.0% book·−5
PIImpinj Inc
EXIT·0.0% book·−4
TSLATesla Inc
EXIT·0.0% book·−11
RAREUltragenyx Pharmaceutical In
EXIT·0.0% book·−6
AALAmerican Airl
EXIT·0.0% book·−10
IVVDInvivyd Inc
EXIT·0.0% book·−9
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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