Stanley Druckenmiller · quarter digest
What Stanley Druckenmiller did in Q3 2025
Duquesne Family Office filed 90 moves in Q3 2025: 29 new, 17 add, 13 trim, 31 exit.
13F filed 2025-11-14. Manager quality score: q9. Philosophy: Macro top-down, concentrated bets, ride trends.
New positions · 29
Fresh money
ARM
NEW·3.2% book·+5
“New ARM Holdings position.”
PLTR
NEW·2.8% book·+12
“New Palantir — AI software thesis.”
AMZNAmazon Com Inc
NEW·2.4% book·−6
FIGRFigure Technology Solutio
NEW·1.9% book·−3
STUBStubhub Hldgs Inc
NEW·1.8% book·−4
METAMeta Platforms Inc
NEW·1.4% book·−2
CRHCrh Plc
NEW·1.2% book·−14
GEVGe Vernova Inc
NEW·1.2% book·−2
VSTVistra Corp
NEW·1.1% book·+1
CLFCleveland-Cliffs Inc New
NEW·0.8% book·+12
AEVAAeva Technologies Inc
NEW·0.7% book·−7
DKSDicks Sporting Goods Inc
NEW·0.7% book·−6
FWONKLiberty Media Corp Del
NEW·0.7% book·−14
KBESpdr Series Trust
NEW·0.7% book·+3
GOOGLAlphabet Inc
NEW·0.6% book·−27
PCGPg&E Corp
NEW·0.6% book·−6
GPCGenuine Parts Co
NEW·0.5% book·−7
POSTPost Hldgs Inc
NEW·0.5% book·−9
SNDKSandisk Corp
NEW·0.5% book·−5
SMTCSemtech Corp
NEW·0.5% book·−2
SYFSynchrony Financial
NEW·0.5% book·−5
COGTCogent Biosciences Inc
NEW·0.4% book·−3
PTGXProtagonist Therapeutics Inc
NEW·0.3% book·0
COFCapital One Finl Corp
NEW·0.2% book·−18
CMGChipotle Mexican Grill Inc
NEW·0.2% book·−4
ECHOEchostar Corp
NEW·0.1% book·−7
MDBMongodb Inc
NEW·0.1% book·−8
SEISolaris Energy Infras Inc
NEW·0.1% book·0
TXRHTexas Roadhouse Inc
NEW·0.1% book·−7
Adds · 17
Adding to conviction
ADD +30%·6.8% book·+23
“Added to Coherent.”
ADD +15%·5.2% book·−2
“More Taiwan Semi — AI picks and shovels.”
EEMIshares Tr
ADD +535%·3.8% book·+5
CPNGCoupang Inc
ADD +13%·3.7% book·−1
MELIMercadolibre Inc
ADD +9%·3.4% book·−4
DOCUDocusign Inc
ADD +31%·3.0% book·−4
QSRRestaurant Brands Intl Inc
ADD +51%·1.8% book·−5
WABWabtec
ADD +77%·1.5% book·−5
BACBank America Corp
ADD +189%·1.3% book·−1
CRSCarpenter Technology Corp
ADD +74%·1.3% book·−2
NAMSNewamsterdam Pharma Company
ADD +131%·1.3% book·+2
TWLOTwilio Inc
ADD +156%·1.3% book·−9
DHID R Horton Inc
ADD +165%·0.9% book·−5
LENLennar Corp
ADD +211%·0.9% book·+13
TBBBBbb Foods Inc
ADD +228%·0.8% book·+14
OPCHOption Care Health Inc
ADD +54%·0.7% book·+7
ELVNEnliven Therapeutics Inc
ADD +105%·0.5% book·+3
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Remove with Pro →Trims · 13
Taking chips off
TRIM -18%·11.4% book·+1
“First NVDA profit-take round.”
WWDWoodward Inc
TRIM -25%·3.9% book·−2
ROKURoku Inc
TRIM -25%·2.0% book·−3
CCitigroup Inc
TRIM -23%·1.3% book·−6
EQTEqt Corp
TRIM -29%·1.2% book·−4
SESea Ltd
TRIM -11%·1.2% book·−4
UUnity Software Inc
TRIM -50%·0.9% book·−7
DAKTDaktronics Inc
TRIM -53%·0.7% book·−4
FLUTFlutter Entmt Plc
TRIM -72%·0.7% book·−7
NUNu Hldgs Ltd
TRIM -57%·0.6% book·−13
STXSeagate Technology Hldngs Pl
TRIM -57%·0.5% book·−7
YPFYpf Sociedad Anonima
TRIM -84%·0.1% book·+8
CHYMChime Finl Inc
TRIM -91%·0.0% book·−18
Exits · 31
Closed positions
PMPhilip Morris Intl Inc
EXIT·0.0% book·−20
ENTGEntegris Inc
EXIT·0.0% book·−8
MSFTMicrosoft Corp
EXIT·0.0% book·−17
LLYEli Lilly & Co
EXIT·0.0% book·−6
WBDWarner Bros Discovery Inc
EXIT·0.0% book·−3
XLFSelect Sector Spdr Tr
EXIT·0.0% book·+3
CZRCaesars Entertainment Inc Ne
EXIT·0.0% book·−8
DALDelta Air Lines Inc Del
EXIT·0.0% book·−11
APPApplovin Corp
EXIT·0.0% book·−8
GLWCorning Inc
EXIT·0.0% book·−10
KMIKinder Morgan Inc Del
EXIT·0.0% book·−9
BCSBarclays Plc
EXIT·0.0% book·−1
GSGoldman Sachs Group Inc
EXIT·0.0% book·−13
ILMNIllumina Inc
EXIT·0.0% book·−20
UALUnited Airls Hldgs Inc
EXIT·0.0% book·−7
AVGOBroadcom Inc
EXIT·0.0% book·−12
HASHasbro Inc
EXIT·0.0% book·−3
EWZIshares Inc
EXIT·0.0% book·+10
XPOXpo Inc
EXIT·0.0% book·−6
BMABanco Macro Sa
EXIT·0.0% book·−3
VKTXViking Therapeutics Inc
EXIT·0.0% book·−6
BWXTBwx Technologies Inc
EXIT·0.0% book·−6
GGALGrupo Financiero Galicia S.A
EXIT·0.0% book·−1
BLDRBuilders Firstsource Inc
EXIT·0.0% book·+2
CCCCcc Intelligent Solutions Hl
EXIT·0.0% book·+4
ESLTElbit Sys Ltd
EXIT·0.0% book·−4
FCXFreeport-Mcmoran Inc
EXIT·0.0% book·−6
CCChemours Co
EXIT·0.0% book·−5
DHRDanaher Corporation
EXIT·0.0% book·−18
TMOThermo Fisher Scientific Inc
EXIT·0.0% book·−23
JOBYJoby Aviation Inc
EXIT·0.0% book·−4
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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