Stanley Druckenmiller · quarter digest
What Stanley Druckenmiller did in Q2 2025
Duquesne Family Office filed 46 moves in Q2 2025: 18 new, 9 add, 12 trim, 7 exit.
13F filed 2025-08-14. Manager quality score: q9. Philosophy: Macro top-down, concentrated bets, ride trends.
New positions · 18
Fresh money
ENTGEntegris Inc
NEW·3.3% book·−8
MSFTMicrosoft Corp
NEW·2.5% book·−8
IVVIshares Tr
NEW·1.8% book·−19
CCitigroup Inc
NEW·1.4% book·−6
SPGSpdr S&P 500 Etf Tr
NEW·1.4% book·−4
NUNu Hldgs Ltd
NEW·1.2% book·−12
QSRRestaurant Brands Intl Inc
NEW·1.2% book·−4
SEASea Ltd
NEW·1.2% book·+1
UUnity Software Inc
NEW·1.1% book·−7
CRSCarpenter Technology Corp
NEW·0.9% book·−2
GSGoldman Sachs Group Inc
NEW·0.7% book·−13
XPOXpo Inc
NEW·0.5% book·−4
BACBank America Corp
NEW·0.4% book·+1
BLDRBuilders Firstsource Inc
NEW·0.2% book·+2
DHID R Horton Inc
NEW·0.2% book·−6
LENLennar Corp
NEW·0.2% book·0
DHRDanaher Corporation
NEW·0.1% book·−17
TMOThermo Fisher Scientific Inc
NEW·0.1% book·−23
Adds · 9
Adding to conviction
TEVATeva Pharmaceutical Inds Ltd
ADD +7%·6.6% book·+1
INSMInsmed Inc
ADD +72%·5.8% book·−2
ADD +20%·5.3% book·+23
“First Coherent add.”
ADD +10%·4.5% book·−3
“Building Taiwan Semi.”
FLUTFlutter Entmt Plc
ADD +7%·2.8% book·−5
ROKURoku Inc
ADD +123%·2.4% book·−4
LLYEli Lilly & Co
ADD +6%·1.9% book·−6
EQTEqt Corp
ADD +46%·1.8% book·−5
APPApplovin Corp
ADD +123%·0.8% book·−9
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Remove with Pro →Trims · 12
Taking chips off
TRIM -12%·13.8% book·+8
“First NVDA trim of the cycle.”
NTRANatera Inc
TRIM -6%·13.3% book·+7
PFEPhilip Morris Intl Inc
TRIM -26%·3.7% book·−11
CPNGCoupang Inc
TRIM -56%·3.0% book·+4
DALDelta Air Lines Inc Del
TRIM -39%·1.0% book·−12
WABWabtec
TRIM -43%·0.9% book·−4
KLACKinder Morgan Inc Del
TRIM -35%·0.8% book·−14
BKNGBarclays Plc
TRIM -59%·0.7% book·−13
STXSeagate Technology Hldngs Pl
TRIM -58%·0.7% book·+1
BNBroadcom Inc
TRIM -73%·0.6% book·+12
CCCSCcc Intelligent Solutions Hl
TRIM -82%·0.2% book·+3
FCXFreeport-Mcmoran Inc
TRIM -78%·0.2% book·−4
Exits · 7
Closed positions
Current top holdings
Stanley Druckenmiller’s book, latest snapshot
Other quarters for Stanley Druckenmiller
Not investment advice. Data from 13F filings with HoldLens parsing. Methodology.