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Stanley Druckenmiller
Portfolio: Top Holdings & Stock Picks

Duquesne Family Office LLC

Global Macro

Stanley Druckenmiller (Duquesne Family Office LLC) disclosed 62 total holdings in its latest 13F filing dated 12/31/2025, with a portfolio value of $4.49 B and a turnover rate of 43.1%.

Portfolio Value
$4.49 B
Total Holdings
62
Latest Filing
Q4 2025
February 17, 2026
Turnover Rate
43.06%

Stanley Druckenmiller Top Holdings of Q4 2025

Ticker Name Shares Value % of Portfolio Time Held % Change
2.51 M $575.33 M 12.80% 3.3 Years -21.87%
5.5 M $300.99 M 6.70% New Buy +100.00%
1.48 M $257.88 M 5.74% 1.5 Years -38.86%
1.17 M $224.88 M 5.00% New Buy +100.00%
5.87 M $183.36 M 4.08% 1.3 Years -64.60%
WWD
590,930 $178.65 M 3.97% 2 Years -6.65%
737,940 $170.33 M 3.79% 0.25 Years +68.84%
TSM
543,085 $165.04 M 3.67% 1.3 Years -29.02%
6.77 M $159.77 M 3.55% 4.8 Years +46.18%
385,000 $120.5 M 2.68% 0.25 Years +276.71%

Recent Moves

Significant New Position
+5.5 M Shares | +$300.99 M Value
Continues to build a major stake in the sector
Q4 2025
Added to Core Holding
+282,800 Shares | +$88.52 M Value
Largest position increase in Communication Services sector
Q4 2025
Reduced Exposure to Position
-10.72 M Shares | -$334.54 M Value
Significant reduction in holdings of Healthcare
Q4 2025
Complete Exit
-1 M Shares | -$106.93 M Value
Cleared VRNA, sector remains in portfolio
Q4 2025

Stanley Druckenmiller's Historical Top Holdings Overview

Portfolio Date:

Stanley Druckenmiller Top Stock Picks

Ticker Name Date Activity Shares Shares Change Value Change
12/31/2025 Reduce -64.6% 5.87 M -10.72 M $334.54 M
XLF
12/31/2025 New Buy 5.5 M 5.5 M $300.99 M
RSP
12/31/2025 New Buy 1.17 M 1.17 M $224.88 M
12/31/2025 Reduce -38.9% 1.48 M -941,683 $163.89 M
12/31/2025 Reduce -21.9% 2.51 M -703,175 $161.09 M
EWZ
12/31/2025 New Buy 3.55 M 3.55 M $112.86 M
12/31/2025 Sold Out 0 -1 M $106.93 M
12/31/2025 Add 276.7% 385,000 282,800 $88.52 M
SE
12/31/2025 Add 244.3% 944,120 669,920 $85.46 M
AA
12/31/2025 New Buy 1.38 M 1.38 M $73.12 M

Stanley Druckenmiller's Portfolio Sector Breakdown

Portfolio Date:

About Stanley Druckenmiller

Stanley Druckenmiller is an American billionaire investor and former hedge fund manager. He is the former chairman and president of Duquesne Capital, which he founded in 1981. For over a decade, he also served as the lead portfolio manager for George Soros's Quantum Fund, where he played a key role in the famous bet against the British pound. He is considered one of the most successful investors of all time, with a legendary long-term track record.

Frequently Asked Questions

As of 12/31/2025, Stanley Druckenmiller holds 58 stocks. Top positions include NTRA, XLF, INSM, RSP, TEVA. For full portfolio details, please visit Stanley Druckenmiller’s portfolio.

In Q4 2025, Stanley Druckenmiller’s largest purchase by dollar amount was XLF. For complete transaction details, please visit Stanley Druckenmiller’s portfolio.

According to the 13F filing for Q4 2025, Stanley Druckenmiller increased their stake in GOOGL.

Stanley Druckenmiller's firm may occasionally request confidential treatment under SEC rule 13F-HR, which allows temporary non-disclosure of certain positions.