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Head-to-head comparison
Stanley Druckenmiller vs Terry Smith
Stanley Druckenmiller
Q9/10Duquesne Family Office
"Macro top-down, concentrated bets, ride trends."
5 positionsSince 1981
Shared conviction
Stocks both managers hold as a top position. Overlap in conviction is a strong consensus signal.
| Ticker | Stanley % | Terry % |
|---|---|---|
| MSFT | 9.1% | 11.2% |
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Remove with Pro →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%
Data sourced from 13F filings with the SEC. Overlap in top positions is a concrete consensus signal, not investment advice.