Stanley Druckenmiller · quarter digest
What Stanley Druckenmiller did in Q4 2025
Duquesne Family Office filed 31 moves in Q4 2025: 6 new, 8 add, 5 trim, 12 exit.
13F filed 2026-02-14. Manager quality score: q9. Philosophy: Macro top-down, concentrated bets, ride trends.
New positions · 6
Fresh money
Adds · 8
Adding to conviction
ADD +22%·8.3% book·+26
“Building Coherent further — optical networking.”
AMZNAmazon Com Inc
ADD +92%·4.3% book·+6
ADD +45%·4.1% book·+18
“Bigger Palantir position — AI software thesis.”
GOOGLAlphabet Inc
ADD +277%·2.7% book·−9
SEASea Ltd
ADD +244%·2.7% book·−1
QSRRestaurant Brands Intl Inc
ADD +7%·1.8% book·+12
CRHCrh Plc
ADD +21%·1.3% book·+8
CMGChipotle Mexican Grill Inc
ADD +68%·0.3% book·+8
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Trims · 5
Taking chips off
Exits · 12
Closed positions
METAMeta Platforms Inc
EXIT·0.0% book·+5
BACBank America Corp
EXIT·0.0% book·+14
CCitigroup Inc
EXIT·0.0% book·−2
EQTEqt Corp
EXIT·0.0% book·−8
GEVGe Vernova Inc
EXIT·0.0% book·−8
LENLennar Corp
EXIT·0.0% book·−6
LSXMALiberty Media Corp Del
EXIT·0.0% book·−11
SPGISpdr Series Trust
EXIT·0.0% book·−2
ARMArm Holdings Plc
EXIT·0.0% book·+2
PDDPg&E Corp
EXIT·0.0% book·−1
COFCapital One Finl Corp
EXIT·0.0% book·−6
MNSTMongodb Inc
EXIT·0.0% book·−7
Current top holdings
Stanley Druckenmiller’s book, latest snapshot
Not investment advice. Data from 13F filings with HoldLens parsing. Methodology.