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Head-to-head comparison

Seth Klarman vs Stanley Druckenmiller

Seth Klarman
Baupost Group
Q9/10
"Margin of safety. Cash is a position. Patience pays."
6 positionsSince 1982
Stanley Druckenmiller
Duquesne Family Office
Q9/10
"Macro top-down, concentrated bets, ride trends."
5 positionsSince 1981
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Recent moves — Q4 2025

Latest quarter activity for each manager.

Seth Klarman
  • QSRNEW
  • AMZNNEW
  • WTWNEW
  • ELVNEW
  • UNPNEW
  • WCCNEW
  • FNFNEW
  • DGNEW
  • FERGNEW
  • LBTYKNEW
  • FENEW
  • CRHNEW
  • HLFNEW
  • MOHNEW
  • GOOGADD +40%
    Building out new Alphabet position.
  • VSTADD +25%
    Aggressive Vistra add — AI data center demand thesis.
  • WBDREDUCE -12%
    Continued Warner Bros. profit-taking.
Stanley Druckenmiller
  • GOOGLADD +277%
  • SEAADD +244%
  • ALCOANEW
  • ENTGNEW
  • DELLNEW
  • ONNEW
  • GSNEW
  • RHNEW
  • ARGANNEW
  • DASHNEW
  • PFENEW
  • AMZNADD +92%
  • CMGADD +68%
  • CPNGADD +46%
  • PLTRADD +45%
    Bigger Palantir position — AI software thesis.
  • COHRADD +22%
    Building Coherent further — optical networking.
  • CRHADD +21%
  • QSRADD +7%
  • METAEXIT
  • BACEXIT
  • CRSEXIT
  • CEXIT
  • EQTEXIT
  • GEVEXIT
  • VSTEXIT
  • DHIEXIT
  • LENEXIT
  • LSXMAEXIT
  • SPGIEXIT
  • ARMEXIT
  • NUEXIT
  • PDDEXIT
  • STXEXIT
  • COFEXIT
  • MNSTEXIT
  • TEVAREDUCE -65%
  • UREDUCE -54%
  • IVVREDUCE -47%
  • INSMREDUCE -39%
  • CLFREDUCE -36%
  • TSMREDUCE -29%
  • ROKUREDUCE -29%
  • NVDAREDUCE -25%
    Continuing to trim the NVDA home run. Taking profits.
  • NTRAREDUCE -24%
  • MELIREDUCE -19%
  • MSFTREDUCE -10%
    Partial Microsoft trim.

Data sourced from 13F filings with the SEC. Overlap in top positions is a concrete consensus signal, not investment advice.