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Head-to-head comparison
Stanley Druckenmiller vs Terry Smith
Stanley Druckenmiller
Q9/10Duquesne Family Office
"Macro top-down, concentrated bets, ride trends."
5 positionsSince 1981
Shared conviction
Stocks both managers hold as a top position. Overlap in conviction is a strong consensus signal.
| Ticker | Stanley % | Terry % |
|---|---|---|
| MSFT | 9.1% | 11.2% |
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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.
Data sourced from 13F filings with the SEC. Overlap in top positions is a concrete consensus signal, not investment advice.