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Why it matters

This signal is selected by portfolio impact within the manager filing, while the full filing change list remains available in the briefing.

Full Filing Changes

94 changes from Stanley Druckenmiller (Duquesne Family Office), filed 2025-02-14 for period end 2024-12-31.

$3.7M portfolio value
StockActionChangeCurrentPortfolio Impact
881624209
Teva Pharmaceutical Inds Ltd
Increased$172,571$198,3034.64%
910047109
United Airls Hldgs Inc
New$123,298$123,2983.31%
632307104
Natera Inc
Increased$111,820$564,6323.00%
247361702
Delta Air Lines Inc Del
New$106,918$106,9182.87%
22266T109
Coupang Inc
Reduced-$91,459$195,6802.46%
78464A698
Spdr Ser Tr
Reduced-$82,776$33,4422.22%
830566105
Skechers U S A Inc
New$72,272$72,2721.94%
23135106
Amazon Com Inc
New$72,048$72,0481.94%
78442P106
Slm Corp
New$69,509$69,5091.87%
984245100
Ypf Sociedad Anonima
Increased$62,623$71,7451.68%
02376R102
American Airl
New$60,890$60,8901.64%
G3643J108
Flutter Entmt Plc
Reduced-$57,142$4,6781.53%
934423104
Warner Bros Discovery Inc
New$49,231$49,2311.32%
532457108
Eli Lilly & Co
New$48,011$48,0111.29%
11135F101
Broadcom Inc
Sold out-$41,397$01.11%
35671D857
Freeport-Mcmoran Inc
Reduced-$39,838$28,8991.07%
457669307
Insmed Inc
Increased$39,513$40,9731.06%
59522J103
Mid-Amer Apt Cmntys Inc
Sold out-$37,933$01.02%
133131102
Camden Ppty Tr
Sold out-$35,937$00.97%
878742204
Teck Resources Ltd
Reduced-$35,642$17,4910.96%
11271J107
Brookfield Corp
New$35,057$35,0570.94%
595112103
Micron Technology Inc
New$34,412$34,4120.92%
05605H100
Bwx Technologies Inc
New$33,325$33,3250.90%
718172109
Philip Morris Intl Inc
Reduced-$32,326$162,7440.87%
912909108
United States Stl Corp
Increased$31,298$54,7250.84%
G7997R103
Seagate Technology Hldngs Pl
Reduced-$29,506$178,9700.79%
3.795E+263
Global X Fds
Increased$26,672$45,3690.72%
36828A101
Ge Vernova Inc
Increased$25,353$32,8110.68%
980745103
Woodward Inc
Increased$22,580$203,9890.61%
925050106
Verona Pharma Plc
Increased$21,481$41,2190.58%
21874C102
Core & Main Inc
Sold out-$21,099$00.57%
929740108
Wabtec
Increased$20,442$53,0970.55%
05961W105
Banco Macro Sa
Increased$20,038$46,9700.54%
958102105
Western Digital Corp
Increased$19,999$24,8750.54%
42068205
Arm Holdings Plc
Increased$18,917$22,0070.51%
594918104
Microsoft Corp
Sold out-$18,544$00.50%
6.738E+207
Barclays Plc
Increased$17,959$42,3530.48%
00724F101
Adobe Inc
Sold out-$17,861$00.48%
74623V103
Purecycle Technologies Inc
New$16,323$16,3230.44%
172967424
Citigroup Inc
Reduced-$15,381$5,1140.41%
88160R101
Tesla Inc
New$15,215$15,2150.41%
G25508105
Crh Plc
Sold out-$15,070$00.40%
02079K305
Alphabet Inc
New$14,516$14,5160.39%
254709108
Discover Finl Svcs
Reduced-$14,504$25,4600.39%
902973304
Us Bancorp Del
Increased$14,145$24,0870.38%
399909100
Grupo Financiero Galicia S.A
Increased$13,008$27,9610.35%
872657101
Tpg Inc
Sold out-$12,519$00.34%
874039100
Taiwan Semiconductor Mfg Ltd
Increased$11,272$21,2330.30%
234264109
Daktronics Inc
Increased$11,102$44,2590.30%
949746101
Wells Fargo Co New
New$11,035$11,0350.30%
538034109
Live Nation Entertainment In
New$10,313$10,3130.28%
H1467J104
Chubb Limited
Sold out-$10,036$00.27%
52769106
Autodesk Inc
Sold out-$10,027$00.27%
55261F104
M & T Bk Corp
Sold out-$10,010$00.27%
174610105
Citizens Finl Group Inc
Sold out-$9,799$00.26%
22663K107
Crinetics Pharmaceuticals In
Reduced-$9,516$6,2740.26%
85205L107
Springworks Therapeutics Inc
Increased$8,471$31,0610.23%
82835W108
Ars Pharmaceuticals Inc
Sold out-$7,785$00.21%
58733R102
Mercadolibre Inc
Reduced-$7,364$91,3560.20%
92840M102
Vistra Corp
Reduced-$7,325$39,0660.20%
82686Q101
Silence Therapeutics Plc
Sold out-$7,043$00.19%
60471A101
Mirion Technologies Inc
New$5,980$5,9800.16%
867975104
Sunrise Communications Ag Ads
New$5,736$5,7360.15%
87807B107
Tc Energy Corp
Sold out-$5,485$00.15%
88080T104
Terawulf Inc
Reduced-$5,447$8,3330.15%
855244109
Starbucks Corp
Sold out-$5,099$00.14%
983793100
Xpo Inc
Sold out-$4,999$00.13%
G6683N103
Nu Hldgs Ltd
New$4,841$4,8410.13%
26856L103
E L F Beauty Inc
New$4,683$4,6830.13%
88786108
Bicycle Therapeutics Plc
Sold out-$4,304$00.12%
46266C105
Iqvia Hldgs Inc
New$4,225$4,2250.11%
98980F104
Zoominfo Technologies Inc
Reduced-$3,574$18,5180.10%
49456B101
Kinder Morgan Inc Del
Increased$3,274$60,9730.09%
04351P101
Ascendis Pharma A/S
Reduced-$3,085$36,4880.08%
320517105
First Horizon Corporation
Increased$2,857$12,4810.08%
N62509109
Newamsterdam Pharma Company
Increased$2,617$7,3900.07%
19247G107
Coherent Corp
Increased$2,406$267,2270.06%
G4701H109
Ihs Holding Limited
Sold out-$2,303$00.06%
92243G108
Vaxcyte Inc
Increased$2,152$7,0620.06%
Y2573F102
Flex Ltd
Increased$1,730$13,3940.05%
69608A108
Palantir Technologies Inc
Increased$1,603$3,1550.04%
31946M103
First Ctzns Bancshares Inc N
Increased$1,410$10,9520.04%
90400D108
Ultragenyx Pharmaceutical In
Reduced-$1,151$3,5950.03%
446150104
Huntington Bancshares Inc
Increased$1,053$10,9200.03%
67080M103
Nurix Therapeutics Inc
Sold out-$993$00.03%
697435105
Palo Alto Networks Inc
Increased$967$15,9080.03%
G6700G107
Nvent Electric Plc
Reduced-$947$30,7450.03%
493267108
Keycorp
Reduced-$747$9,0330.02%
03940C100
Arcellx Inc
Reduced-$505$5,6830.01%
00534A102
Invivyd Inc
Reduced-$330$2530.01%
89680M101
Trisalus Life Sciences Inc
Increased$171$2,1390.00%
G65163100
Joby Aviation Inc
Increased$143$2560.00%
89832Q109
Truist Finl Corp
Increased$142$10,1290.00%
03076K108
Ameris Bancorp
Increased$28$9,6360.00%

Evidence

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Stanley Druckenmiller (Duquesne Family Office) disclosed new in Delta Air Lines Inc Del | TradingNote AI