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Head-to-head comparison

Stanley Druckenmiller vs Howard Marks

Stanley Druckenmiller
Duquesne Family Office
Q9/10
"Macro top-down, concentrated bets, ride trends."
5 positionsSince 1981
Howard Marks
Oaktree Capital
Q9/10
"You can't predict, you can prepare. Second-level thinking."
6 positionsSince 1995

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.
Howard Marks
  • VSTADD +18%
    Adding to Vistra — power demand from AI.
  • PRADD +15%
    Building Permian Resources.
  • TRMDADD +8%
    More Torm shipping.

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