Investor profile

Stanley Druckenmiller

Duquesne Family Office · Chairman · Net worth: ~$11B

Soros's right hand on the Black Wednesday Pound trade. 30+ years without a losing year.

"Macro top-down, concentrated bets, ride trends."

Tracked positions

Top concentration

37%

Longest holding

NVIDIA-class compounders

Top holdings

Ticker	Company	% Portfolio	Shares (M)
NVDA	NVIDIA Top AI infrastructure pick. Sized aggressively.	11.4%	1.7
MSFT	Microsoft Other half of the AI infrastructure trade.	9.1%	1
COHR	Coherent Optical networking for hyperscalers.	6.8%	1.4
TSM	Taiwan Semi The picks-and-shovels AI play.	5.2%	0.4
KMI	Kinder Morgan Pipelines, energy infrastructure.	4.8%	5

One email per 13F filing. Summarizes every new position, exit, and trim.

Data sourced from Duquesne Family Office 13F filings with the SEC. Approximate snapshot. Not investment advice.