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

Seth Klarman vs Stanley Druckenmiller

Baupost Group

Q9/10

"Margin of safety. Cash is a position. Patience pays."

6 positionsSince 1982

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.

Seth Klarman

GOOGADD +40%
Building out new Alphabet position.
VSTADD +25%
Aggressive Vistra add — AI data center demand thesis.
WBDREDUCE -12%
Continued Warner Bros. profit-taking.

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.