Duquesne Family Office Stanley Druckenmiller
Holdings as of the end of Q1 2025, reported in its 13F filing on May 15, 2025. Source
Reported value
$3B
at quarter-end prices
Positions
49
top 10 are 61% of it
Holdings 49
| # | Stock | Company | Shares | Value | Of portfolio | Shares vs before |
|---|---|---|---|---|---|---|
| 1 | NTRA | Natera Inc | 3,402,330 | $481.1M | 16.1% | — |
| 2 | — | Teva Pharmaceutical Inds Ltd | 14,879,750 | $228.7M | 7.7% | — |
| 3 | CPNG | Coupang Inc | 9,302,634 | $204M | 6.8% | — |
| 4 | WWD | Woodward Inc | 1,097,750 | $200.3M | 6.7% | — |
| 5 | PM | Philip Morris Intl Inc | 1,105,268 | $175.4M | 5.9% | — |
| 6 | COHR | Coherent Corp | 2,222,070 | $144.3M | 4.8% | — |
| 7 | MELI | Mercadolibre Inc | 53,725 | $104.8M | 3.5% | — |
| 8 | INSM | Insmed Inc | 1,369,050 | $104.4M | 3.5% | — |
| 9 | TSM | Taiwan Semiconductor Mfg Ltd | 598,780 | $99.4M | 3.3% | — |
| 10 | DOCU | Docusign Inc | 1,074,655 | $87.5M | 2.9% | — |
| 11 | — | Flutter Entmt Plc | 377,475 | $83.6M | 2.8% | — |
| 12 | LLY | Eli Lilly & Co | 94,830 | $78.3M | 2.6% | — |
| 13 | YPF | Ypf Sociedad Anonima | 2,075,390 | $72.7M | 2.4% | — |
| 14 | — | Verona Pharma Plc | 1,002,080 | $63.6M | 2.1% | — |
| 15 | BCS | Barclays Plc | 3,817,305 | $58.6M | 2.0% | — |
| 16 | WAB | Wabtec | 301,095 | $54.6M | 1.8% | — |
| 17 | CCC | Ccc Intelligent Solutions Hl | 5,595,039 | $50.5M | 1.7% | — |
| 18 | KMI | Kinder Morgan Inc Del | 1,654,115 | $47.2M | 1.6% | — |
| 19 | EQT | Eqt Corp | 859,345 | $45.9M | 1.5% | — |
| 20 | CZR | Caesars Entertainment Inc Ne | 1,548,420 | $38.7M | 1.3% | — |
| 21 | FCX | Freeport-Mcmoran Inc | 1,018,105 | $38.5M | 1.3% | — |
| 22 | DAKT | Daktronics Inc | 3,067,625 | $37.4M | 1.3% | — |
| 23 | ARGT | Global X Fds | 443,800 | $35.8M | 1.2% | — |
| 24 | TWLO | Twilio Inc | 362,155 | $35.5M | 1.2% | — |
| 25 | COF | Capital One Finl Corp | 197,670 | $35.4M | 1.2% | — |
| 26 | ROKU | Roku Inc | 493,600 | $34.8M | 1.2% | — |
| 27 | BMA | Banco Macro Sa | 431,815 | $32.6M | 1.1% | — |
| 28 | — | Springworks Therapeutics Inc | 615,929 | $27.2M | 0.91% | — |
| 29 | AMZN | Amazon Com Inc | 136,765 | $26M | 0.87% | — |
| 30 | UAL | United Airls Hldgs Inc | 368,685 | $25.5M | 0.85% | — |
| 31 | ASND | Ascendis Pharma A/S | 158,720 | $24.7M | 0.83% | — |
| 32 | PCT | Purecycle Technologies Inc | 3,364,842 | $23.3M | 0.78% | — |
| 33 | GGAL | Grupo Financiero Galicia S.A | 381,481 | $20.8M | 0.70% | — |
| 34 | — | Seagate Technology Hldngs Pl | 219,477 | $18.6M | 0.63% | — |
| 35 | BN | Brookfield Corp | 315,925 | $16.6M | 0.56% | — |
| 36 | — | Newamsterdam Pharma Company | 800,360 | $16.4M | 0.55% | — |
| 37 | TECK | Teck Resources Ltd | 431,545 | $15.7M | 0.53% | — |
| 38 | BBIO | Bridgebio Pharma Inc | 438,050 | $15.1M | 0.51% | — |
| 39 | DAL | Delta Air Lines Inc Del | 345,135 | $15M | 0.50% | — |
| 40 | FLEX | Flex Ltd | 348,900 | $11.5M | 0.39% | — |
| 41 | EXE | Expand Energy Corporation | 97,700 | $10.9M | 0.36% | — |
| 42 | APP | Applovin Corp | 40,200 | $10.7M | 0.36% | — |
| 43 | AR | Antero Resources Corp | 258,400 | $10.4M | 0.35% | — |
| 44 | PI | Impinj Inc | 108,475 | $9.8M | 0.33% | — |
| 45 | TSLA | Tesla Inc | 18,838 | $4.9M | 0.16% | — |
| 46 | RARE | Ultragenyx Pharmaceutical In | 85,445 | $3.1M | 0.10% | — |
| 47 | AAL | American Airl | 133,728 | $1.4M | 0.05% | — |
| 48 | IVVD | Invivyd Inc | 571,425 | $346K | 0.01% | — |
| 49 | JOBY | Joby Aviation Inc | 31,489 | $190K | 0.01% | — |
13F filings list US-listed long positions (stocks and ADRs) at the quarter's end: no shorts, cash, bonds or foreign shares; options and principal amounts are left out here. Trades made after the quarter ended don't show until the next filing. Changes compare share counts with the quarter before (splits can show as adds). Not investment advice.