AAPL…MSFT…GOOGL…META…NVDA…BRK-B…AMZN…JPM…BAC…KO…CVX…OXY…AXP…CMG…V…AAPL…MSFT…GOOGL…META…NVDA…BRK-B…AMZN…JPM…BAC…KO…CVX…OXY…AXP…CMG…V…

← All investors

Head-to-head comparison

Bill Ackman vs Stanley Druckenmiller

Pershing Square Capital

Q8/10

"Concentrated bets on high-quality businesses with activist catalysts."

8 positionsSince 2004

Stanley Druckenmiller

Duquesne Family Office

Q9/10

"Macro top-down, concentrated bets, ride trends."

5 positionsSince 1981

Recent moves — Q4 2025

Latest quarter activity for each manager.

Bill Ackman

UBERADD +35%
Heavy add on the autonomous vehicle optionality.
NKEADD +20%
Doubling down on the Nike turnaround thesis.
BNADD +10%
Building Brookfield position.
HHHREDUCE -4%
Small trim on Howard Hughes.

Stanley Druckenmiller

PLTRADD +45%
Bigger Palantir position — AI software thesis.
COHRADD +22%
Building Coherent further — optical networking.
NVDAREDUCE -25%
Continuing to trim the NVDA home run. Taking profits.
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.