Stanley Druckenmiller Portfolio Holdings

Duquesne Family Office LLC

$4.07 Billion
Q2 2025

Duquesne Family Office LLC, under direction of Stanley Druckenmiller has filed its 13F form on August 15, 2025 for Q2 2025 where it was disclosed a total value porftolio of $4.07 Billion distributed in 69 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Natera, Inc. with a value of $521M, Teva Pharmaceutical Industries LTD with a value of $268M, Insmed Inc with a value of $227M, Woodward, Inc. with a value of $208M, and Taiwan Semiconductor Manufacturing CO LTD with a value of $173M.

Examining the 13F form we can see an increase of $1.01B in the current position value, from $3.06B to 4.07B.

Duquesne Family Office LLC is based out at New York, NY

Below you can find more details about Stanley Druckenmiller portfolio as well as his latest detailed transactions.

Portfolio value $4.07 Billion

Healthcare: $1.29 Billion

Technology: $722 Million

Consumer Cyclical: $443 Million

Industrials: $429 Million

ETFs: $223 Million

Financial Services: $205 Million

Communication Services: $197 Million

Consumer Defensive: $149 Million

Other: $141 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
TSM Taiwan Semiconductor Manufacturing CO LTD Technology	$1.27T	$173 Million 4.26% of portfolio	765,085	Q2 2025 Added 27.77%
PM Philip Morris International Inc. Consumer Defensive	$261B	$149 Million 3.65% of portfolio	815,975	Q2 2025 Reduced 26.17%
MSFT Microsoft Corp Technology	$3.95T	$99.9 Million 2.45% of portfolio	200,930	Q2 2025 New
LLY Eli Lilly & CO Healthcare	$608B	$78.5 Million 1.93% of portfolio	100,675	Q2 2025 Added 6.16%
GS Goldman Sachs Group Inc Financial Services	$254B	$29.7 Million 0.73% of portfolio	42,000	Q2 2025 New
BAC Bank Of America Corp Financial Services	$381B	$16.2 Million 0.4% of portfolio	341,900	Q2 2025 New