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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

82 changes from Stanley Druckenmiller (Duquesne Family Office), filed 2025-08-15 for period end 2025-06-30.

$4.1M portfolio value
StockActionChangeCurrentPortfolio Impact
29362U104
Entegris Inc
New$132,741$132,7413.26%
457669307
Insmed Inc
Increased$132,405$236,8503.25%
594918104
Microsoft Corp
New$99,945$99,9452.45%
22266T109
Coupang Inc
Reduced-$81,008$122,9991.99%
934423104
Warner Bros Discovery Inc
New$74,916$74,9161.84%
874039100
Taiwan Semiconductor Mfg Ltd
Increased$73,887$173,2841.81%
464287655
Ishares Tr
New$72,290$72,2901.78%
77543R102
Roku Inc
Increased$61,954$96,7231.52%
632307104
Natera Inc
Increased$59,433$540,5561.46%
172967424
Citigroup Inc
New$56,715$56,7151.39%
78462F103
Spdr S&P 500 Etf Tr
New$55,607$55,6071.37%
81369Y605
Select Sector Spdr Tr
New$51,600$51,6001.27%
984245100
Ypf Sociedad Anonima
Reduced-$50,581$22,1411.24%
76131D103
Restaurant Brands Intl Inc
New$49,784$49,7841.22%
81141R100
Sea Ltd
New$49,538$49,5381.22%
G6683N103
Nu Hldgs Ltd
New$46,859$46,8591.15%
91332U101
Unity Software Inc
New$42,932$42,9321.05%
12510Q100
Ccc Intelligent Solutions Hl
Reduced-$41,038$9,4851.01%
19247G107
Coherent Corp
Reduced-$41,010$103,2911.01%
881624209
Teva Pharmaceutical Inds Ltd
Increased$38,937$267,6390.96%
58733R102
Mercadolibre Inc
Increased$35,607$140,4170.87%
14040H105
Capital One Finl Corp
Sold out-$35,442$00.87%
144285103
Carpenter Technology Corp
New$34,999$34,9990.86%
219350105
Corning Inc
New$32,771$32,7710.80%
G3643J108
Flutter Entmt Plc
Increased$32,205$115,7710.79%
925050106
Verona Pharma Plc
Increased$31,155$94,7770.77%
6.738E+207
Barclays Plc
Reduced-$29,820$28,8140.73%
38141G104
Goldman Sachs Group Inc
New$29,726$29,7260.73%
35671D857
Freeport-Mcmoran Inc
Reduced-$28,800$9,7450.71%
452327109
Illumina Inc
New$28,682$28,6820.70%
85205L107
Springworks Therapeutics Inc
Sold out-$27,181$00.67%
26884L109
Eqt Corp
Increased$27,142$73,0570.67%
718172109
Philip Morris Intl Inc
Reduced-$26,825$148,6140.66%
23135106
Amazon Com Inc
Sold out-$26,021$00.64%
04351P101
Ascendis Pharma A/S
Sold out-$24,738$00.61%
11135F101
Broadcom Inc
New$23,744$23,7440.58%
464286400
Ishares Inc
New$21,314$21,3140.52%
418056107
Hasbro Inc
New$20,751$20,7510.51%
68404L201
Option Care Health Inc
New$20,685$20,6850.51%
03831W108
Applovin Corp
Increased$20,665$31,3170.51%
983793100
Xpo Inc
New$20,598$20,5980.51%
929740108
Wabtec
Reduced-$18,908$35,6960.46%
247361702
Delta Air Lines Inc Del
Reduced-$17,421$39,0250.43%
05961W105
Banco Macro Sa
Reduced-$17,097$15,5090.42%
11271J107
Brookfield Corp
Sold out-$16,551$00.41%
60505104
Bank America Corp
New$16,179$16,1790.40%
16935C109
Chime Finl Inc
New$16,110$16,1100.40%
878742204
Teck Resources Ltd
Sold out-$15,721$00.39%
49456B101
Kinder Morgan Inc Del
Reduced-$15,685$31,5070.39%
10806X102
Bridgebio Pharma Inc
Sold out-$15,143$00.37%
92686J106
Viking Therapeutics Inc
New$14,556$14,5560.36%
3.795E+263
Global X Fds
Reduced-$13,164$22,6820.32%
256163106
Docusign Inc
Increased$13,035$100,5120.32%
Y2573F102
Flex Ltd
Sold out-$11,542$00.28%
G7997R103
Seagate Technology Hldngs Pl
Reduced-$11,081$28,5040.27%
910047109
United Airls Hldgs Inc
Reduced-$11,033$30,0300.27%
05605H100
Bwx Technologies Inc
New$11,017$11,0170.27%
165167735
Expand Energy Corporation
Sold out-$10,876$00.27%
90138F102
Twilio Inc
Reduced-$10,528$24,9310.26%
03674X106
Antero Resources Corp
Sold out-$10,450$00.26%
G0896C103
Bbb Foods Inc
New$10,009$10,0090.25%
23331A109
D R Horton Inc
New$9,978$9,9780.25%
526057104
Lennar Corp
New$9,944$9,9440.24%
12008R107
Builders Firstsource Inc
New$9,926$9,9260.24%
453204109
Impinj Inc
Sold out-$9,839$00.24%
2.9337E+106
Enliven Therapeutics Inc
New$9,288$9,2880.23%
234264109
Daktronics Inc
Increased$9,149$46,5130.22%
399909100
Grupo Financiero Galicia S.A
Reduced-$9,115$11,6640.22%
74623V103
Purecycle Technologies Inc
Increased$8,267$31,5520.20%
M3760D101
Elbit Sys Ltd
New$8,220$8,2200.20%
980745103
Woodward Inc
Increased$7,731$208,0590.19%
883556102
Thermo Fisher Scientific Inc
New$4,947$4,9470.12%
88160R101
Tesla Inc
Sold out-$4,882$00.12%
235851102
Danaher Corporation
New$4,879$4,8790.12%
163851108
Chemours Co
New$4,830$4,8300.12%
90400D108
Ultragenyx Pharmaceutical In
Sold out-$3,094$00.08%
02376R102
American Airls Group Inc
Sold out-$1,411$00.03%
N62509109
Newamsterdam Pharma Company
Reduced-$1,312$15,0710.03%
12769G100
Caesars Entertainment Inc Ne
Increased$918$39,6290.02%
00534A102
Invivyd Inc
Sold out-$346$00.01%
532457108
Eli Lilly & Co
Increased$158$78,4790.00%
G65163100
Joby Aviation Inc
Increased$142$3320.00%

Evidence

Related Cards

SD

Stanley Druckenmiller

Stanley Druckenmiller (Duquesne Family Office) filed a 13F change in Microsoft Corp (594918104) on 2025-08-15, covering period end 2025-06-30.

SD
Increased457669307

Stanley Druckenmiller

Stanley Druckenmiller (Duquesne Family Office) filed a 13F change in Insmed Inc (457669307) on 2025-08-15, covering period end 2025-06-30.

Stanley Druckenmiller (Duquesne Family Office) disclosed new in Entegris Inc | TradingNote AI