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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
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Recent moves — Q1 2026

Latest quarter activity for each manager.

Stanley Druckenmiller
  • BNNEW
  • JABILNEW
  • LINDENEW
  • NUVBNEW
  • STXNEW
  • ARMNEW
  • INTCNEW
  • COHRNEW
  • MUNEW
  • UADD +80%
  • CLFADD +33%
  • ROKUADD +29%
  • NTRAADD +22%
  • SEAADD +17%
  • ALCOAADD +9%
  • GOOGLEXIT
  • ENTGEXIT
  • DALEXIT
  • FLUTEXIT
  • ONEXIT
  • GSEXIT
  • RHEXIT
  • CMGEXIT
  • ARGANEXIT
  • DASHEXIT
  • PFEEXIT
  • MELIREDUCE -94%
  • IVVREDUCE -93%
  • AMZNREDUCE -71%
  • WABREDUCE -68%
  • QSRREDUCE -62%
  • CPNGREDUCE -61%
  • TEVAREDUCE -60%
  • INSMREDUCE -22%
  • CRHREDUCE -21%
  • TSMREDUCE -9%
Howard Marks
  • UADD +296%
  • QQQNEW
  • PBRNEW
  • Q2NEW
  • YPFNEW
  • FOURNEW
  • PDDNEW
  • NRGNEW
  • UBERNEW
  • BLOCKADD +86%
  • UPWKADD +78%
  • OKTAADD +66%
  • BMRNADD +33%
  • EQIXADD +22%
  • ITRONADD +19%
  • SEAADD +17%
  • TDSADD +16%
  • SPGEXIT
  • ORCLEXIT
  • NUEXIT
  • CABOEXIT
  • GRABEXIT
  • ABNBEXIT
  • MAREXIT
  • VALEEXIT
  • ONITYEXIT
  • PPLEXIT
  • EXEEXIT
  • MKSEXIT
  • SHAKEXIT
  • BBIOEXIT
  • GHEXIT
  • LYFTEXIT
  • ONEXIT
  • FLUORREDUCE -85%
  • LYVREDUCE -81%
  • BANDREDUCE -69%
  • CXREDUCE -52%
  • JDREDUCE -43%
  • FIVE9REDUCE -28%
  • POSTREDUCE -26%
  • TLNREDUCE -24%
  • SNAPREDUCE -20%
  • GTXREDUCE -15%
  • TDOCREDUCE -14%
  • FCXREDUCE -12%
  • HDBREDUCE -12%
  • TORMREDUCE -10%

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