Stanley Druckenmiller · quarter digest
What Stanley Druckenmiller did in Q3 2025
Duquesne Family Office filed 35 moves in Q3 2025: 13 new, 6 add, 5 trim, 11 exit.
13F filed 2025-11-14. Manager quality score: q9. Philosophy: Macro top-down, concentrated bets, ride trends.
New positions · 13
Fresh money
NEW·3.2% book·+2
“New ARM Holdings position.”
NEW·2.8% book·+18
“New Palantir — AI software thesis.”
AMZNAmazon Com Inc
NEW·2.4% book·+6
METAMeta Platforms Inc
NEW·1.4% book·+5
CRHCrh Plc
NEW·1.2% book·+8
GEVGe Vernova Inc
NEW·1.2% book·−8
LSXMALiberty Media Corp Del
NEW·0.7% book·−11
SPGISpdr Series Trust
NEW·0.7% book·−2
GOOGLAlphabet Inc
NEW·0.6% book·−9
PDDPg&E Corp
NEW·0.6% book·−1
COFCapital One Finl Corp
NEW·0.2% book·−6
CMGChipotle Mexican Grill Inc
NEW·0.2% book·+8
MNSTMongodb Inc
NEW·0.1% book·−7
Adds · 6
Adding to conviction
HoldLens Pro · Founders pricing
Email alerts + conviction scores + alpha attribution
$14/mo · cancel anytime · lock in for life
See pricing →
Trims · 5
Taking chips off
Exits · 11
Closed positions
PFEPhilip Morris Intl Inc
EXIT·0.0% book·−5
MSFTMicrosoft Corp
EXIT·0.0% book·+6
LLYEli Lilly & Co
EXIT·0.0% book·−9
DELLDelta Air Lines Inc Del
EXIT·0.0% book·+3
APPApplovin Corp
EXIT·0.0% book·−12
KLACKinder Morgan Inc Del
EXIT·0.0% book·−3
BKNGBarclays Plc
EXIT·0.0% book·−4
GSGoldman Sachs Group Inc
EXIT·0.0% book·+3
BNBroadcom Inc
EXIT·0.0% book·+23
XPOXpo Inc
EXIT·0.0% book·−3
DHRDanaher Corporation
EXIT·0.0% book·−6
Current top holdings
Stanley Druckenmiller’s book, latest snapshot
Not investment advice. Data from 13F filings with HoldLens parsing. Methodology.