What Stanley Druckenmiller Bought in Q2 2025
Duquesne Family Office · Quarterly 13F recap as filed with the SEC.
Period: 2025-06-30 · Filed · Historical
$4.07B
Total Value
69
Holdings
35
New Buys
17
Reduced
In Q2 2025, Stanley Druckenmiller reported 69 long equity positions worth $4.07B in their Duquesne Family Office 13F filing, including 35 new positions (largest: Entegris Inc at $132.7M) and 14 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | NTRA | Natera Inc | 3085190 | $521.2M | 12.80% | -9.3% |
| 2 | TEVA | Teva Pharmaceutical Inds Ltd | 15968935 | $267.6M | 6.57% | +7.3% |
| 3 | INSM | Insmed Inc | 2253435 | $226.8M | 5.57% | +64.6% |
| 4 | WWD | Woodward Inc | 848910 | $208.1M | 5.11% | +-22.7% |
| 5 | TSM | Taiwan Semiconductor Mfg Ltd | 765085 | $173.3M | 4.26% | +27.8% |
| 6 | PM | Philip Morris Intl Inc | 815975 | $148.6M | 3.65% | +-26.2% |
| 7 | MELI | Mercadolibre Inc | 53725 | $140.4M | 3.45% | — |
| 8 | ENTG | Entegris Inc | 1645885 | $132.7M | 3.26% | NEW |
| 9 | CPNG | Coupang Inc | 4105424 | $123.0M | 3.02% | -55.9% |
| 10 | FLUT | Flutter Entmt Plc | 405320 | $115.8M | 2.84% | +7.4% |
| 11 | COHR | Coherent Corp | 1157840 | $103.3M | 2.54% | -47.9% |
| 12 | DOCU | Docusign Inc | 1290440 | $100.5M | 2.47% | +20.1% |
| 13 | MSFT | Microsoft Corp | 200930 | $99.9M | 2.45% | NEW |
| 14 | ROKU | Roku Inc | 1100500 | $96.7M | 2.38% | 123.0% |
| 15 | VRNA | Verona Pharma Plc | 1002080 | $94.8M | 2.33% | — |
| 16 | LLY | Eli Lilly & Co | 100675 | $78.5M | 1.93% | 6.2% |
| 17 | WBD | Warner Bros Discovery Inc | 6537160 | $74.9M | 1.84% | NEW |
| 18 | EQT | Eqt Corp | 1252700 | $73.1M | 1.79% | 45.8% |
| 19 | EEM | iShares MSCI Emerging Markets ETF | 335000 | $72.3M | 1.78% | NEW |
| 20 | C | Citigroup Inc | 666300 | $56.7M | 1.39% | NEW |
| 21 | SPY | SPDR S&P 500 ETF | 90000 | $55.6M | 1.37% | NEW |
| 22 | XLF | Financial Select Sector SPDR | 985300 | $51.6M | 1.27% | NEW |
| 23 | QSR | Restaurant Brands Intl Inc | 751010 | $49.8M | 1.22% | NEW |
| 24 | SE | Sea Ltd | 309730 | $49.5M | 1.22% | NEW |
| 25 | NU | Nu Hldgs Ltd | 3415365 | $46.9M | 1.15% | NEW |
| 26 | DAKT | Daktronics Inc | 3076224 | $46.5M | 1.14% | +0.3% |
| 27 | U | Unity Software Inc | 1774050 | $42.9M | 1.05% | NEW |
| 28 | CZR | Caesars Entertainment Inc Ne | 1395875 | $39.6M | 0.97% | -9.9% |
| 29 | DAL | Delta Air Lines Inc Del | 793510 | $39.0M | 0.96% | +129.9% |
| 30 | WAB | Wabtec | 170510 | $35.7M | 0.88% | -43.4% |
| 31 | CRS | Carpenter Technology Corp | 126635 | $35.0M | 0.86% | NEW |
| 32 | GLW | Corning Inc | 623145 | $32.8M | 0.80% | NEW |
| 33 | PCTBP | Purecycle Technologies Inc | 2303084 | $31.6M | 0.77% | -31.6% |
| 34 | KMI | Kinder Morgan Inc Del | 1071665 | $31.5M | 0.77% | -35.2% |
| 35 | APP | Applovin Corp | 89458 | $31.3M | 0.77% | +122.5% |
| 36 | UAL | United Airls Hldgs Inc | 377120 | $30.0M | 0.74% | +2.3% |
| 37 | GS | Goldman Sachs Group Inc | 42000 | $29.7M | 0.73% | NEW |
| 38 | BCLYF | Barclays Plc | 1549950 | $28.8M | 0.71% | -59.4% |
| 39 | ILMN | Illumina Inc | 300615 | $28.7M | 0.70% | NEW |
| 40 | STX | Seagate Technology Hldngs Pl | 197490 | $28.5M | 0.70% | -10.0% |
| 41 | TWLO | Twilio Inc | 200475 | $24.9M | 0.61% | -44.6% |
| 42 | AVGO | Broadcom Inc | 86140 | $23.7M | 0.58% | NEW |
| 43 | ARGT | Global X Fds | 267700 | $22.7M | 0.56% | -39.7% |
| 44 | YPF | Ypf Sociedad Anonima | 703995 | $22.1M | 0.54% | +-66.1% |
| 45 | EWZ | Ishares Inc | 738800 | $21.3M | 0.52% | NEW |
| 46 | HAS | Hasbro Inc | 281100 | $20.8M | 0.51% | NEW |
| 47 | OPCH | Option Care Health Inc | 636850 | $20.7M | 0.51% | NEW |
| 48 | XPO | Xpo Inc | 163100 | $20.6M | 0.51% | NEW |
| 49 | NTRA | Natera Inc | 114500 | $19.3M | 0.48% | NEW |
| 50 | BAC | Bank America Corp | 341900 | $16.2M | 0.40% | NEW |
| 51 | CHYM | Chime Finl Inc | 466825 | $16.1M | 0.40% | NEW |
| 52 | BMA | Banco Macro Sa | 220900 | $15.5M | 0.38% | -48.8% |
| 53 | NAMSW | Newamsterdam Pharma Company | 832175 | $15.1M | 0.37% | +4.0% |
| 54 | VKTX | Viking Therapeutics Inc | 549295 | $14.6M | 0.36% | NEW |
| 55 | GGAL | Grupo Financiero Galicia S.A | 231481 | $11.7M | 0.29% | -39.3% |
| 56 | BWXT | Bwx Technologies Inc | 76475 | $11.0M | 0.27% | NEW |
| 57 | INSM | Insmed Inc | 100000 | $10.1M | 0.25% | NEW |
| 58 | TBBB | Bbb Foods Inc | 360550 | $10.0M | 0.25% | NEW |
| 59 | DHI | D R Horton Inc | 77400 | $10.0M | 0.25% | NEW |
| 60 | LEN | Lennar Corp | 89900 | $9.9M | 0.24% | NEW |
| 61 | BLDR | Builders Firstsource Inc | 85065 | $9.9M | 0.24% | NEW |
| 62 | FCX | Freeport-McMoRan | 224800 | $9.7M | 0.24% | +-77.9% |
| 63 | CCC | Ccc Intelligent Solutions Hl | 1007944 | $9.5M | 0.23% | -82.0% |
| 64 | ELVN | Enliven Therapeutics Inc | 463000 | $9.3M | 0.23% | NEW |
| 65 | ESLT | Elbit Sys Ltd | 18287 | $8.2M | 0.20% | NEW |
| 66 | TMO | Thermo Fisher Scientific Inc | 12200 | $4.9M | 0.12% | NEW |
| 67 | DHR | Danaher Corporation | 24700 | $4.9M | 0.12% | NEW |
| 68 | CC | Chemours Co | 421800 | $4.8M | 0.12% | NEW |
| 69 | JOBY-WT | Joby Aviation Inc | 31489 | $332K | 0.01% | — |