What Stanley Druckenmiller Bought in Q1 2025
Duquesne Family Office · Quarterly 13F recap as filed with the SEC.
Period: 2025-03-31 · Filed · Historical
$3.06B
Total Value
52
Holdings
12
New Buys
20
Reduced
In Q1 2025, Stanley Druckenmiller reported 52 long equity positions worth $3.06B in their Duquesne Family Office 13F filing, including 12 new positions (largest: Docusign Inc at $87.5M) and 12 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | NTRA | Natera Inc | 3402330 | $481.1M | 15.72% | -4.6% |
| 2 | TEVA | Teva Pharmaceutical Inds Ltd | 14879750 | $228.7M | 7.47% | 65.4% |
| 3 | CPNG | Coupang Inc | 9302634 | $204.0M | 6.67% | +4.5% |
| 4 | WWD | Woodward Inc | 1097750 | $200.3M | 6.55% | -10.4% |
| 5 | PM | Philip Morris Intl Inc | 1105268 | $175.4M | 5.73% | -18.3% |
| 6 | COHR | Coherent Corp | 2222070 | $144.3M | 4.72% | -21.2% |
| 7 | MELI | Mercadolibre Inc | 53725 | $104.8M | 3.43% | — |
| 8 | INSM | Insmed Inc | 1369050 | $104.4M | 3.41% | 130.7% |
| 9 | TSM | Taiwan Semiconductor Mfg Ltd | 598780 | $99.4M | 3.25% | +456.9% |
| 10 | DOCU | Docusign Inc | 1074655 | $87.5M | 2.86% | NEW |
| 11 | FLUT | Flutter Entmt Plc | 377475 | $83.6M | 2.73% | +1985.5% |
| 12 | LLY | Eli Lilly & Co | 94830 | $78.3M | 2.56% | +52.5% |
| 13 | YPF | Ypf Sociedad Anonima | 2075390 | $72.7M | 2.38% | +23.0% |
| 14 | VRNA | Verona Pharma Plc | 1002080 | $63.6M | 2.08% | 12.9% |
| 15 | BCLYF | Barclays Plc | 3817305 | $58.6M | 1.92% | +19.8% |
| 16 | WAB | Wabtec | 301095 | $54.6M | 1.78% | +7.5% |
| 17 | CCC | Ccc Intelligent Solutions Hl | 5595039 | $50.5M | 1.65% | NEW |
| 18 | KMI | Kinder Morgan Inc Del | 1654115 | $47.2M | 1.54% | -25.7% |
| 19 | EQT | Eqt Corp | 859345 | $45.9M | 1.50% | NEW |
| 20 | DAL | Delta Air Lines Inc Del | 949500 | $41.4M | 1.35% | — |
| 21 | CZR | Caesars Entertainment Inc Ne | 1548420 | $38.7M | 1.27% | NEW |
| 22 | FCX | Freeport-McMoRan | 1018105 | $38.5M | 1.26% | 34.2% |
| 23 | DAKT | Daktronics Inc | 3067625 | $37.4M | 1.22% | +16.9% |
| 24 | ARGT | Global X Fds | 443800 | $35.8M | 1.17% | -19.1% |
| 25 | TWLO | Twilio Inc | 362155 | $35.5M | 1.16% | NEW |
| 26 | COF | Capital One Financial | 197670 | $35.4M | 1.16% | NEW |
| 27 | ROKU | Roku Inc | 493600 | $34.8M | 1.14% | NEW |
| 28 | BMA | Banco Macro Sa | 431815 | $32.6M | 1.07% | -11.0% |
| 29 | SWTX | Springworks Therapeutics Inc | 615929 | $27.2M | 0.89% | -28.4% |
| 30 | AMZN | Amazon Com Inc | 136765 | $26.0M | 0.85% | -58.4% |
| 31 | UAL | United Airls Hldgs Inc | 368685 | $25.5M | 0.83% | +-64.7% |
| 32 | ASND | Ascendis Pharma A/S | 158720 | $24.7M | 0.81% | -40.1% |
| 33 | PCTBP | Purecycle Technologies Inc | 3364842 | $23.3M | 0.76% | +111.3% |
| 34 | STX | Seagate Technology Hldngs Pl | 246500 | $20.9M | 0.68% | -51.6% |
| 35 | GGAL | Grupo Financiero Galicia S.A | 381481 | $20.8M | 0.68% | -15.0% |
| 36 | STX | Seagate Technology Hldngs Pl | 219477 | $18.6M | 0.61% | +-86.0% |
| 37 | BN | Brookfield Corp | 315925 | $16.6M | 0.54% | -48.2% |
| 38 | NAMSW | Newamsterdam Pharma Company | 800360 | $16.4M | 0.54% | +178.4% |
| 39 | TCKRF | Teck Resources Ltd | 431545 | $15.7M | 0.51% | — |
| 40 | UAL | United Airls Hldgs Inc | 226000 | $15.6M | 0.51% | — |
| 41 | BBIO | Bridgebio Pharma Inc | 438050 | $15.1M | 0.49% | NEW |
| 42 | DAL | Delta Air Lines Inc Del | 345135 | $15.0M | 0.49% | -57.8% |
| 43 | FLEX | Flex Ltd | 348900 | $11.5M | 0.38% | — |
| 44 | EXE | Expand Energy Corp | 97700 | $10.9M | 0.36% | NEW |
| 45 | APP | Applovin Corp | 40200 | $10.7M | 0.35% | NEW |
| 46 | AR | Antero Resources Corp | 258400 | $10.4M | 0.34% | NEW |
| 47 | PI | Impinj Inc | 108475 | $9.8M | 0.32% | NEW |
| 48 | TSLA | Tesla Inc | 18838 | $4.9M | 0.16% | -50.0% |
| 49 | RARE | Ultragenyx Pharmaceutical In | 85445 | $3.1M | 0.10% | — |
| 50 | AAL | American Airl | 133728 | $1.4M | 0.05% | -85.5% |
| 51 | IVVD | Invivyd Inc | 571425 | $346K | 0.01% | — |
| 52 | JOBY-WT | Joby Aviation Inc | 31489 | $190K | 0.01% | — |