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

Warren Buffett vs Stanley Druckenmiller

Warren Buffett
Berkshire Hathaway
Q10/10
"Buy wonderful companies at fair prices. Hold forever."
10 positionsSince 1965
Stanley Druckenmiller
Duquesne Family Office
Q9/10
"Macro top-down, concentrated bets, ride trends."
5 positionsSince 1981

Recent moves — Q4 2025

Latest quarter activity for each manager.

Warren Buffett
  • DPZADD +18%
    Added to the surprise Domino's position.
  • OXYADD +12%
    Continuing to build the Occidental stake.
  • CBADD +8%
    Adding to insurance — home turf for Berkshire.
  • FNDNEW
    New Floor & Decor position — retail bet.
  • BACREDUCE -7%
    Still a top-5 position despite the trim.
  • AAPLREDUCE -3%
    Small continued trim. Stabilizing.
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.

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