Stanley Druckenmiller · quarter digest
What Stanley Druckenmiller did in Q4 2024
Duquesne Family Office filed 43 moves in Q4 2024: 11 new, 13 add, 10 trim, 9 exit.
13F filed 2025-02-14. Manager quality score: q9. Philosophy: Macro top-down, concentrated bets, ride trends.
New positions · 11
Fresh money
NEW·4.5% book·+24
“New Coherent position.”
DELLDelta Air Lines Inc Del
NEW·2.9% book·+2
AMZNAmazon Com Inc
NEW·1.9% book·−13
SLMSlm Corp
NEW·1.9% book·+9
LLYEli Lilly & Co
NEW·1.3% book·−10
MUMicron Technology Inc
NEW·0.9% book·+20
GOOGLAlphabet Inc
NEW·0.4% book·−22
TSLATesla Inc
NEW·0.4% book·−12
LYVLive Nation Entertainment In
NEW·0.3% book·−8
IQVIqvia Hldgs Inc
NEW·0.1% book·+3
NUNu Hldgs Ltd
NEW·0.1% book·−11
Adds · 13
Adding to conviction
ADD +8%·14.6% book·+16
“Pre-trim NVDA accumulation.”
ADD +14%·9.5% book·+2
“Adding Microsoft.”
TEVATeva Pharmaceutical Inds Ltd
ADD +530%·5.3% book·+2
STXSeagate Technology Hldngs Pl
ADD +9%·4.8% book·−3
MELIMercadolibre Inc
ADD +12%·2.5% book·+5
WABWabtec
ADD +56%·1.4% book·0
BKNGBarclays Plc
ADD +59%·1.1% book·−14
INSMInsmed Inc
ADD +2867%·1.1% book·+5
BNBrookfield Corp
ADD +154%·0.9% book·+16
GEVGe Vernova Inc
ADD +241%·0.9% book·−10
ARMArm Holdings Plc
ADD +726%·0.6% book·+2
TSMTaiwan Semiconductor Mfg Ltd
ADD +87%·0.6% book·+7
USBUs Bancorp Del
ADD +132%·0.6% book·−3
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Trims · 10
Taking chips off
CPNGCoupang Inc
TRIM -24%·5.3% book·+7
PFEPhilip Morris Intl Inc
TRIM -16%·4.4% book·−4
KLACKinder Morgan Inc Del
TRIM -15%·1.6% book·−3
VSTVistra Corp
TRIM -28%·1.0% book·−10
SPGISpdr Ser Tr
TRIM -73%·0.9% book·+4
FCXFreeport-Mcmoran Inc
TRIM -45%·0.8% book·−9
DFSDiscover Finl Svcs
TRIM -48%·0.7% book·−13
TECKTeck Resources Ltd
TRIM -58%·0.5% book·−10
CCitigroup Inc
TRIM -78%·0.1% book·−7
FLUTFlutter Entmt Plc
TRIM -93%·0.1% book·+3
Exits · 9
Closed positions
CPTCamden Ppty Tr
EXIT·0.0% book·0
ADBEAdobe Inc
EXIT·0.0% book·−5
CRHCrh Plc
EXIT·0.0% book·−1
TPGTpg Inc
EXIT·0.0% book·−2
ADSKAutodesk Inc
EXIT·0.0% book·−14
CBChubb Limited
EXIT·0.0% book·+20
MTBM & T Bk Corp
EXIT·0.0% book·−7
SBUXStarbucks Corp
EXIT·0.0% book·−14
XPOXpo Inc
EXIT·0.0% book·−4
Current top holdings
Stanley Druckenmiller’s book, latest snapshot
Other quarters for Stanley Druckenmiller
Not investment advice. Data from 13F filings with HoldLens parsing. Methodology.