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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

86 changes from Stanley Druckenmiller (Duquesne Family Office), filed 2025-05-15 for period end 2025-03-31.

$3.1M portfolio value
StockActionChangeCurrentPortfolio Impact
G7997R103
Seagate Technology Hldngs Pl
Reduced-$139,385$39,5854.55%
19247G107
Coherent Corp
Reduced-$122,926$144,3014.02%
256163106
Docusign Inc
New$87,477$87,4772.86%
632307104
Natera Inc
Reduced-$83,509$481,1232.73%
910047109
United Airls Hldgs Inc
Reduced-$82,235$41,0632.69%
G3643J108
Flutter Entmt Plc
Increased$78,888$83,5662.58%
874039100
Taiwan Semiconductor Mfg Ltd
Increased$78,164$99,3972.55%
830566105
Skechers U S A Inc
Sold out-$72,272$02.36%
78442P106
Slm Corp
Sold out-$69,509$02.27%
457669307
Insmed Inc
Increased$63,472$104,4452.07%
02376R102
American Airl
Reduced-$59,479$1,4111.94%
912909108
United States Stl Corp
Sold out-$54,725$01.79%
12510Q100
Ccc Intelligent Solutions Hl
New$50,523$50,5231.65%
247361702
Delta Air Lines Inc Del
Reduced-$50,472$56,4461.65%
934423104
Warner Bros Discovery Inc
Sold out-$49,231$01.61%
23135106
Amazon Com Inc
Reduced-$46,027$26,0211.50%
26884L109
Eqt Corp
New$45,915$45,9151.50%
92840M102
Vistra Corp
Sold out-$39,066$01.28%
12769G100
Caesars Entertainment Inc Ne
New$38,711$38,7111.27%
90138F102
Twilio Inc
New$35,459$35,4591.16%
14040H105
Capital One Finl Corp
New$35,442$35,4421.16%
77543R102
Roku Inc
New$34,769$34,7691.14%
595112103
Micron Technology Inc
Sold out-$34,412$01.12%
78464A698
Spdr Ser Tr
Sold out-$33,442$01.09%
05605H100
Bwx Technologies Inc
Sold out-$33,325$01.09%
36828A101
Ge Vernova Inc
Sold out-$32,811$01.07%
G6700G107
Nvent Electric Plc
Sold out-$30,745$01.00%
881624209
Teva Pharmaceutical Inds Ltd
Increased$30,399$228,7020.99%
532457108
Eli Lilly & Co
Increased$30,310$78,3210.99%
254709108
Discover Finl Svcs
Sold out-$25,460$00.83%
958102105
Western Digital Corp.
Sold out-$24,875$00.81%
902973304
Us Bancorp Del
Sold out-$24,087$00.79%
925050106
Verona Pharma Plc
Increased$22,403$63,6220.73%
42068205
Arm Holdings Plc
Sold out-$22,007$00.72%
98980F104
Zoominfo Technologies Inc
Sold out-$18,518$00.61%
11271J107
Brookfield Corp
Reduced-$18,506$16,5510.60%
6.738E+207
Barclays Plc
Increased$16,281$58,6340.53%
697435105
Palo Alto Networks Inc
Sold out-$15,908$00.52%
10806X102
Bridgebio Pharma Inc
New$15,143$15,1430.49%
02079K305
Alphabet Inc
Sold out-$14,516$00.47%
05961W105
Banco Macro Sa
Reduced-$14,364$32,6060.47%
49456B101
Kinder Morgan Inc Del
Reduced-$13,781$47,1920.45%
58733R102
Mercadolibre Inc
Increased$13,454$104,8100.44%
718172109
Philip Morris Intl Inc
Increased$12,695$175,4390.41%
320517105
First Horizon Corporation
Sold out-$12,481$00.41%
04351P101
Ascendis Pharma A/S
Reduced-$11,750$24,7380.38%
949746101
Wells Fargo Co New
Sold out-$11,035$00.36%
31946M103
First Ctzns Bancshares Inc N
Sold out-$10,952$00.36%
446150104
Huntington Bancshares Inc
Sold out-$10,920$00.36%
165167735
Expand Energy Corporation
New$10,876$10,8760.36%
03831W108
Applovin Corp
New$10,652$10,6520.35%
03674X106
Antero Resources Corp
New$10,450$10,4500.34%
88160R101
Tesla Inc
Reduced-$10,333$4,8820.34%
538034109
Live Nation Entertainment In
Sold out-$10,313$00.34%
89832Q109
Truist Finl Corp
Sold out-$10,129$00.33%
453204109
Impinj Inc
New$9,839$9,8390.32%
35671D857
Freeport-Mcmoran Inc
Increased$9,646$38,5450.32%
03076K108
Ameris Bancorp
Sold out-$9,636$00.31%
3.795E+263
Global X Fds
Reduced-$9,523$35,8460.31%
493267108
Keycorp
Sold out-$9,033$00.30%
N62509109
Newamsterdam Pharma Company
Increased$8,993$16,3830.29%
88080T104
Terawulf Inc
Sold out-$8,333$00.27%
22266T109
Coupang Inc
Increased$8,327$204,0070.27%
399909100
Grupo Financiero Galicia S.A
Reduced-$7,182$20,7790.23%
92243G108
Vaxcyte Inc
Sold out-$7,062$00.23%
74623V103
Purecycle Technologies Inc
Increased$6,962$23,2850.23%
234264109
Daktronics Inc
Reduced-$6,895$37,3640.23%
22663K107
Crinetics Pharmaceuticals In
Sold out-$6,274$00.21%
60471A101
Mirion Technologies Inc
Sold out-$5,980$00.20%
867975104
Sunrise Communications Ag Ads
Sold out-$5,736$00.19%
03940C100
Arcellx Inc
Sold out-$5,683$00.19%
172967424
Citigroup Inc
Sold out-$5,114$00.17%
G6683N103
Nu Hldgs Ltd
Sold out-$4,841$00.16%
26856L103
E L F Beauty Inc
Sold out-$4,683$00.15%
46266C105
Iqvia Hldgs Inc
Sold out-$4,225$00.14%
85205L107
Springworks Therapeutics Inc
Reduced-$3,880$27,1810.13%
980745103
Woodward Inc
Reduced-$3,661$200,3280.12%
69608A108
Palantir Technologies Inc
Sold out-$3,155$00.10%
89680M101
Trisalus Life Sciences Inc
Sold out-$2,139$00.07%
Y2573F102
Flex Ltd
Reduced-$1,852$11,5420.06%
878742204
Teck Resources Ltd
Reduced-$1,770$15,7210.06%
929740108
Wabtec
Increased$1,507$54,6040.05%
984245100
Ypf Sociedad Anonima
Increased$977$72,7220.03%
90400D108
Ultragenyx Pharmaceutical In
Reduced-$501$3,0940.02%
00534A102
Invivyd Inc
Increased$93$3460.00%
G65163100
Joby Aviation Inc
Reduced-$66$1900.00%

Evidence

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Michael Burry

Michael Burry (Scion Asset Management) filed a 13F change in NVIDIA CORPORATION (67066G104) on 2025-05-15, covering period end 2025-03-31.

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David Tepper

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Stanley Druckenmiller (Duquesne Family Office) disclosed increased in Insmed Inc | TradingNote AI