Stanley Druckenmiller · quarter digest
What Stanley Druckenmiller did in Q4 2024
Duquesne Family Office filed 26 moves in Q4 2024: 8 new, 8 add, 4 trim, 6 exit.
13F filed 2025-02-14. Manager quality score: q9. Philosophy: Macro top-down, concentrated bets, ride trends.
New positions · 8
Fresh money
Adds · 8
Adding to conviction
ADD +8%·14.6% book·+19
“Pre-trim NVDA accumulation.”
ADD +14%·9.5% book·+6
“Adding Microsoft.”
BKNGBarclays Plc
ADD +59%·1.1% book·−4
BNBrookfield Corp
ADD +154%·0.9% book·+23
GEVGe Vernova Inc
ADD +241%·0.9% book·−8
ARMArm Holdings Plc
ADD +726%·0.6% book·+2
TSMTaiwan Semiconductor Mfg Ltd
ADD +87%·0.6% book·+16
USBUs Bancorp Del
ADD +132%·0.6% book·0
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Trims · 4
Taking chips off
Exits · 6
Closed positions
Current top holdings
Stanley Druckenmiller’s book, latest snapshot
Not investment advice. Data from 13F filings with HoldLens parsing. Methodology.