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Head-to-head comparison

Stanley Druckenmiller vs Andreas Halvorsen

Stanley Druckenmiller
Duquesne Family Office
Q9/10
"Macro top-down, concentrated bets, ride trends."
5 positionsSince 1981
Andreas Halvorsen
Viking Global Investors
Q8/10
"Long-short equity, deep fundamental research, Tiger Cub pedigree."
6 positionsSince 1999

Shared conviction

Stocks both managers hold as a top position. Overlap in conviction is a strong consensus signal.

TickerStanley %Andreas %
MSFT9.1%4.8%
NVDA11.4%6.2%

Recent moves — Q4 2025

Latest quarter activity for each manager.

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.
Andreas Halvorsen
  • METAADD +78%
    37.53% add — Q4's biggest META buyer.
  • MSFTADD +22%
    Tiger-style quality compounder add.
  • NVDAADD +18%
    Still leaning into AI infrastructure.

Data sourced from 13F filings with the SEC. Overlap in top positions is a concrete consensus signal, not investment advice.