Stanley Druckenmiller · quarter digest
What Stanley Druckenmiller did in Q1 2025
Duquesne Family Office filed 38 moves in Q1 2025: 8 new, 8 add, 8 trim, 14 exit.
13F filed 2025-05-15. Manager quality score: q9. Philosophy: Macro top-down, concentrated bets, ride trends.
New positions · 8
Fresh money
NEW·4.1% book·+7
“New TSM position.”
CCCSCcc Intelligent Solutions Hl
NEW·1.7% book·−3
EQTEqt Corp
NEW·1.5% book·−11
COFCapital One Finl Corp
NEW·1.2% book·−13
ROKURoku Inc
NEW·1.1% book·−9
BBIOBridgebio Pharma Inc
NEW·0.5% book·−9
CHKExpand Energy Corporation
NEW·0.4% book·−10
APPApplovin Corp
NEW·0.3% book·−14
Adds · 8
Adding to conviction
ADD +5%·15.6% book·+16
“Small NVDA add before the trim cycle began.”
TEVATeva Pharmaceutical Inds Ltd
ADD +65%·7.5% book·+2
INSMInsmed Inc
ADD +131%·3.4% book·+5
FLUTFlutter Entmt Plc
ADD +1985%·2.7% book·+3
LLYEli Lilly & Co
ADD +52%·2.6% book·−10
BKNGBarclays Plc
ADD +20%·1.9% book·−14
WABWabtec
ADD +8%·1.8% book·0
FCXFreeport-Mcmoran Inc
ADD +34%·1.3% book·−9
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Trims · 8
Taking chips off
PFEPhilip Morris Intl Inc
TRIM -18%·5.7% book·−4
COHRCoherent Corp
TRIM -21%·4.7% book·+24
DELLDelta Air Lines Inc Del
TRIM -27%·1.8% book·+2
KLACKinder Morgan Inc Del
TRIM -26%·1.5% book·−3
STXSeagate Technology Hldngs Pl
TRIM -78%·1.3% book·−3
AMZNAmazon Com Inc
TRIM -58%·0.9% book·−13
BNBrookfield Corp
TRIM -48%·0.5% book·+16
TSLATesla Inc
TRIM -50%·0.2% book·−12
Exits · 14
Closed positions
SLMSlm Corp
EXIT·0.0% book·+9
VSTVistra Corp
EXIT·0.0% book·−10
GEVGe Vernova Inc
EXIT·0.0% book·−10
MUMicron Technology Inc
EXIT·0.0% book·+20
SPGISpdr Ser Tr
EXIT·0.0% book·+4
DFSDiscover Finl Svcs
EXIT·0.0% book·−13
ARMArm Holdings Plc
EXIT·0.0% book·+2
USBUs Bancorp Del
EXIT·0.0% book·−3
GOOGLAlphabet Inc
EXIT·0.0% book·−22
LYVLive Nation Entertainment In
EXIT·0.0% book·−8
CCitigroup Inc
EXIT·0.0% book·−7
IQVIqvia Hldgs Inc
EXIT·0.0% book·+3
NUNu Hldgs Ltd
EXIT·0.0% book·−11
PLTRPalantir Technologies Inc
EXIT·0.0% book·+16
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.