13F Portfolio · Q4 2025
Stanley Druckenmiller
Duquesne Family Office · 37% top-10 concentration
Macro
Top 3 holdings
| NTRA | Natera Inc | 12.8% |
| INSM | Insmed Inc | 5.7% |
| AMZN | Amazon Com Inc | 4.3% |
Closest replicating ETF:XLK · overlap 284.3 · 2 shared
| NTRA | Natera Inc | 12.8% |
| INSM | Insmed Inc | 5.7% |
| AMZN | Amazon Com Inc | 4.3% |