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…
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Head-to-head comparison

Stanley Druckenmiller vs Li Lu

Stanley Druckenmiller
Duquesne Family Office
Q9/10
"Macro top-down, concentrated bets, ride trends."
5 positionsSince 1981
Li Lu
Himalaya Capital
Q8/10
"Long-term value, China expertise, Charlie Munger's protégé."
5 positionsSince 1997

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.
Li Lu
  • METAADD +15%
    Adding to the compounder.
  • BACADD +12%
    Doubling down further on BAC.

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