Duquesne Family Office LLC
Stanley Druckenmiller · As of Q3 2025 · filed Nov 14, 2025
| NTRA NATERA INC | 12.7% | Added +4.2% | 3,214,532 | $517.4M |
| INSM INSMED INC | 8.6% | Added +7.5% | 2,423,435 | $349.0M |
| TEVA TEVA PHARMACEUTICAL-SP ADR | 8.3% | Added +3.9% | 16,593,935 | $335.2M |
| TSM TAIWAN SEMICONDUCTOR-SP ADR | 5.3% | Held | 765,085 | $213.7M |
| WWD WOODWARD INC | 3.9% | Reduced −25.4% | 633,015 | $160.0M |
| CPNG COUPANG INC | 3.7% | Added +12.9% | 4,633,124 | $149.2M |
| MELI MERCADOLIBRE INC | 3.4% | Added +8.6% | 58,344 | $136.3M |
| DOCU DOCUSIGN INC | 3.0% | Added +30.6% | 1,685,950 | $121.5M |
| I9SA VERONA PHARMA PLC - ADR | 2.6% | Held | 1,002,080 | $106.9M |
| EEM ISHARES MSCI EMERGING MARKET | 2.5% | New | 1,900,000 | $101.5M |
| AMZN AMAZON.COM INC | 2.4% | New | 437,070 | $96.0M |
| ROKU ROKU INC | 2.0% | Reduced −25.3% | 822,435 | $82.3M |
| FIGR FIGURE TECHNOLOGY SOLUT-CL A | 1.9% | New | 2,116,825 | $77.0M |
| QSR RESTAURANT BRANDS INTERN | 1.8% | Added +50.6% | 1,131,365 | $72.6M |
| STUB STUBHUB HOLDINGS INC-CLASS A | 1.8% | New | 4,259,516 | $71.7M |
| WAB WABTEC CORP | 1.5% | Added +77.4% | 302,410 | $60.6M |
| SPY CALL SS SPDR S&P 500 ETF TRUST-US | 1.5% | Held | 90,000 | $60.0M |
| META META PLATFORMS INC-CLASS A | 1.4% | New | 76,100 | $55.9M |
| NAMS NEWAMSTERDAM PHARMA CO NV | 1.3% | Added +131.2% | 1,923,700 | $54.7M |
| IWM CALL ISHARES RUSSELL 2000 ETF | 1.3% | Reduced −32.5% | 226,000 | $54.7M |
| CRS CARPENTER TECHNOLOGY | 1.3% | Added +73.8% | 220,035 | $54.0M |
| C CITIGROUP INC | 1.3% | Reduced −22.7% | 514,850 | $52.3M |
| TWLO TWILIO INC - A | 1.3% | Added +155.8% | 512,800 | $51.3M |
| BAC BANK OF AMERICA CORP | 1.3% | Added +189.3% | 989,250 | $51.0M |
| SE SEA LTD-ADR | 1.2% | Reduced −11.5% | 274,200 | $49.0M |
| EQT EQT CORP | 1.2% | Reduced −28.6% | 894,950 | $48.7M |
| GEV GE VERNOVA INC | 1.2% | New | 77,320 | $47.5M |
| CRH CRH PLC | 1.2% | New | 393,820 | $47.2M |
| VST VISTRA CORP | 1.1% | New | 233,985 | $45.8M |
| U UNITY SOFTWARE INC | 0.9% | Reduced −50.3% | 882,500 | $35.3M |
| LEN LENNAR CORP-A | 0.9% | Added +210.8% | 279,424 | $35.2M |
| DHI DR HORTON INC | 0.9% | Added +165.1% | 205,150 | $34.8M |
| CLF CLEVELAND-CLIFFS INC | 0.8% | New | 2,715,035 | $33.1M |
| TBBB BBB FOODS INC-CLASS A | 0.8% | Added +228.1% | 1,183,125 | $31.9M |
| PCT PURECYCLE TECHNOLOGIES INC | 0.7% | Held | 2,303,084 | $30.3M |
| FWONK LIBERTY MEDIA CORP-FORMULA-C | 0.7% | New | 288,400 | $30.1M |
| DAKT DAKTRONICS INC | 0.7% | Reduced −53.3% | 1,436,936 | $30.1M |
| DKS DICK'S SPORTING GOODS INC | 0.7% | New | 132,425 | $29.4M |
| FLUT FLUTTER ENTERTAINMENT PLC-DI | 0.7% | Reduced −71.6% | 115,245 | $29.3M |
| KBE SS SPDR S&P BANK ETF | 0.7% | New | 482,095 | $28.6M |
| OPCH OPTION CARE HEALTH INC | 0.7% | Added +53.5% | 977,685 | $27.1M |
| AEVA AEVA TECHNOLOGIES INC | 0.7% | New | 1,839,314 | $26.7M |
| PCG P G & E CORP | 0.6% | New | 1,649,300 | $24.9M |
| GOOGL ALPHABET INC-CL A | 0.6% | New | 102,200 | $24.8M |
| ARM ARM HOLDINGS PLC-ADR | 0.6% | New | 167,900 | $23.8M |
| NU NU HOLDINGS LTD/CAYMAN ISL-A | 0.6% | Reduced −57.4% | 1,454,180 | $23.3M |
| SMTC SEMTECH CORP | 0.5% | New | 301,515 | $21.5M |
| STX SEAGATE TECHNOLOGY HOLDINGS | 0.5% | Reduced −56.5% | 85,900 | $20.3M |
| GPC GENUINE PARTS CO | 0.5% | New | 144,185 | $20.0M |
| ELVN ENLIVEN THERAPEUTICS INC | 0.5% | Added +104.6% | 947,405 | $19.4M |
| POST POST HOLDINGS INC | 0.5% | New | 176,400 | $19.0M |
| SNDK SANDISK CORP | 0.5% | New | 166,235 | $18.7M |
| SYF SYNCHRONY FINANCIAL | 0.5% | New | 261,825 | $18.6M |
| ARGT GLOBAL X MSCI ARGENTINA ETF | 0.4% | Reduced −5.1% | 254,045 | $17.7M |
| NTRA CALL NATERA INC | 0.4% | Reduced −12.7% | 100,000 | $16.1M |
| COGT COGENT BIOSCIENCES INC | 0.4% | New | 1,059,580 | $15.2M |
| PTGX PROTAGONIST THERAPEUTICS INC | 0.3% | New | 159,700 | $10.6M |
| COF CAPITAL ONE FINANCIAL CORP | 0.2% | New | 43,920 | $9.3M |
| CMG CHIPOTLE MEXICAN GRILL INC | 0.2% | New | 233,205 | $9.1M |
| SEI SOLARIS ENERGY INFRASTRUCTUR | 0.1% | New | 145,600 | $5.8M |
| MDB MONGODB INC | 0.1% | New | 17,710 | $5.5M |
| TXRH TEXAS ROADHOUSE INC | 0.1% | New | 29,800 | $5.0M |
| ECHO ECHOSTAR CORP-A | 0.1% | New | 60,765 | $4.6M |
| YPF YPF S.A.-SPONSORED ADR | 0.1% | Reduced −83.7% | 114,695 | $2.8M |
| CHYM CHIME FINANCIAL INC-CL A | 0.0% | Reduced −90.7% | 43,230 | $872K |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| PM PHILIP MORRIS INTERNATIONAL | 815,975 | $148.6M |
| ENTG ENTEGRIS INC | 1,645,885 | $132.7M |
| COHR COHERENT CORP | 1,157,840 | $103.3M |
| MSFT MICROSOFT CORP | 200,930 | $99.9M |
| LLY ELI LILLY & CO | 100,675 | $78.5M |
| WBD WARNER BROS DISCOVERY INC | 6,537,160 | $74.9M |
| XLF SS FINANCIAL SELECT SECTOR | 985,300 | $51.6M |
| CZR CAESARS ENTERTAINMENT INC | 1,395,875 | $39.6M |
| DAL DELTA AIR LINES INC | 793,510 | $39.0M |
| GLW CORNING INC | 623,145 | $32.8M |
| KMI KINDER MORGAN INC | 1,071,665 | $31.5M |
| APP APPLOVIN CORP-CLASS A | 89,458 | $31.3M |
| UAL UNITED AIRLINES HOLDINGS INC | 377,120 | $30.0M |
| GS GOLDMAN SACHS GROUP INC | 42,000 | $29.7M |
| BCS BARCLAYS PLC-SPONS ADR | 1,549,950 | $28.8M |
| ILMN ILLUMINA INC | 300,615 | $28.7M |
| AVGO BROADCOM INC | 86,140 | $23.7M |
| EWZ ISHARES MSCI BRAZIL ETF | 738,800 | $21.3M |
| HAS HASBRO INC | 281,100 | $20.8M |
| XPO XPO INC | 163,100 | $20.6M |
| BMA BANCO MACRO SA-ADR | 220,900 | $15.5M |
| VKTX VIKING THERAPEUTICS INC | 549,295 | $14.6M |
| GGAL GRUPO FINANCIERO GALICIA-ADR | 231,481 | $11.7M |
| BWXT BWX TECHNOLOGIES INC | 76,475 | $11.0M |
| INSM CALL INSMED INC | 100,000 | $10.1M |
| BLDR BUILDERS FIRSTSOURCE INC | 85,065 | $9.9M |
| FCX FREEPORT-MCMORAN INC | 224,800 | $9.7M |
| CCC CCC INTELLIGENT SOLUTIONS HO | 1,007,944 | $9.5M |
| ESLT ELBIT SYSTEMS LTD | 18,287 | $8.2M |
| TMO THERMO FISHER SCIENTIFIC INC | 12,200 | $4.9M |
| DHR DANAHER CORP | 24,700 | $4.9M |
| CC CHEMOURS CO | 421,800 | $4.8M |
| JOBY JOBY AVIATION INC | 31,489 | $332K |
Holdings reflect long positions disclosed in 13F filings only and exclude short positions, cash, and other non-13F assets. Holdings data sourced from SEC EDGAR. Not investment advice. Full disclaimer.