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…

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Head-to-head comparison

Carl Icahn vs Stanley Druckenmiller

Icahn Enterprises

Q8/10

"Buy undervalued, force change, exit at fair value."

6 positionsSince 1990

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.

Carl Icahn

DNUTADD +22%
Adding to the Krispy Kreme recovery play.
OXYREDUCE -12%
Continued Occidental trim.

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.