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Head-to-head comparison
Stanley Druckenmiller vs Howard Marks
Stanley Druckenmiller
Q9/10Duquesne Family Office
"Macro top-down, concentrated bets, ride trends."
5 positionsSince 1981
Howard Marks
Q9/10Oaktree Capital
"You can't predict, you can prepare. Second-level thinking."
6 positionsSince 1995
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Recent moves — Q4 2025
Latest quarter activity for each manager.
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.
Howard Marks
- FIVE9ADD +290%
- UADD +142%
- BMRNADD +114%
- POSTADD +104%
- ONITYNEW
- ITRONNEW
- BLOCKADD +96%
- TLNADD +77%
- OKTAADD +67%
- XPADD +63%
- BANDADD +58%
- UPWKADD +51%
- ABNBADD +29%
- EQIXADD +28%
- SNAPADD +21%
- VSTADD +18%Adding to Vistra — power demand from AI.
- SPGADD +17%
- PRADD +15%Building Permian Resources.
- TRMDADD +8%More Torm shipping.
- IVVEXIT
- JBSEXIT
- GUESSEXIT
- WEXIT
- UBEREXIT
- Q2EXIT
- GHREDUCE -96%
- BBIOREDUCE -80%
- MKSREDUCE -63%
- HLFREDUCE -56%
- SHAKREDUCE -51%
- GTXREDUCE -46%
- CXREDUCE -45%
- TORMREDUCE -35%
- JDREDUCE -19%
- HDBREDUCE -14%
- LILAKREDUCE -12%
- FLUORREDUCE -11%
- FCXREDUCE -8%
- GRABREDUCE -7%
Data sourced from 13F filings with the SEC. Overlap in top positions is a concrete consensus signal, not investment advice.