What stocks does Stanley Druckenmiller own? — Duquesne Family Office LLC portfolio & 13F holdings

Stanley Druckenmiller runs Duquesne Family Office LLC. Arguably the greatest macro trader of all time. Never had a losing year in 30 years. Trades currencies, rates, equities, and commodities with equal conviction. Managed Soros's Quantum Fund during its greatest years. As of the Q4 2025 13F filing, the disclosed long-equity portfolio is valued at $4.2B across 58 positions. The largest holdings are Natera Inc, Select Sector Spdr Tr, and Insmed Inc (Natera Inc alone is 13.6% of the book).

New positions opened in the latest quarter include Adma Biologics Inc, Alcoa Corp, and Almonty Inds Inc. Recently exited names: Arm Holdings Plc, Bank America Corp, and Capital One Finl Corp.