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Head-to-head comparison

Stanley Druckenmiller vs Jeffrey Ubben

Stanley Druckenmiller
Duquesne Family Office
Q9/10
"Macro top-down, concentrated bets, ride trends."
5 positionsSince 1981
Jeffrey Ubben
ValueAct Capital
Q8/10
"Constructive activism. Partner with management, not fight them."
5 positionsSince 2000

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.
Jeffrey Ubben
  • METAADD +10%
    Activist continuing to build META exposure.
  • ENPHNEW
    New solar position.

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