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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

96 changes from Stanley Druckenmiller (Duquesne Family Office), filed 2025-11-14 for period end 2025-09-30.

$4.1M portfolio value
StockActionChangeCurrentPortfolio Impact
718172109
Philip Morris Intl Inc
Sold out-$148,614$03.66%
29362U104
Entegris Inc
Sold out-$132,741$03.27%
457669307
Insmed Inc
Increased$112,149$348,9992.76%
19247G107
Coherent Corp
Sold out-$103,291$02.54%
464287234
Ishares Tr
New$101,460$101,4602.50%
594918104
Microsoft Corp
Sold out-$99,945$02.46%
23135106
Amazon Com Inc
New$95,967$95,9672.36%
G3643J108
Flutter Entmt Plc
Reduced-$86,499$29,2722.13%
532457108
Eli Lilly & Co
Sold out-$78,479$01.93%
349381103
Figure Technology Solutio
New$76,989$76,9891.90%
934423104
Warner Bros Discovery Inc
Sold out-$74,916$01.84%
86384P109
Stubhub Hldgs Inc
New$71,730$71,7301.77%
881624209
Teva Pharmaceutical Inds Ltd
Increased$67,558$335,1971.66%
30303M102
Meta Platforms Inc
New$55,886$55,8861.38%
81369Y605
Select Sector Spdr Tr
Sold out-$51,600$01.27%
980745103
Woodward Inc
Reduced-$48,090$159,9691.18%
36828A101
Ge Vernova Inc
New$47,544$47,5441.17%
G25508105
Crh Plc
New$47,219$47,2191.16%
92840M102
Vistra Corp
New$45,842$45,8421.13%
874039100
Taiwan Semiconductor Mfg Ltd
Increased$40,397$213,6810.99%
N62509109
Newamsterdam Pharma Company
Increased$39,639$54,7100.98%
12769G100
Caesars Entertainment Inc Ne
Sold out-$39,629$00.98%
247361702
Delta Air Lines Inc Del
Sold out-$39,025$00.96%
60505104
Bank America Corp
Increased$34,856$51,0350.86%
185899101
Cleveland-Cliffs Inc New
New$33,123$33,1230.82%
219350105
Corning Inc
Sold out-$32,771$00.81%
49456B101
Kinder Morgan Inc Del
Sold out-$31,507$00.78%
03831W108
Applovin Corp
Sold out-$31,317$00.77%
531229755
Liberty Media Corp Del
New$30,123$30,1230.74%
910047109
United Airls Hldgs Inc
Sold out-$30,030$00.74%
38141G104
Goldman Sachs Group Inc
Sold out-$29,726$00.73%
253393102
Dicks Sporting Goods Inc
New$29,427$29,4270.72%
6.738E+207
Barclays Plc
Sold out-$28,814$00.71%
452327109
Illumina Inc
Sold out-$28,682$00.71%
78464A797
Spdr Series Trust
New$28,646$28,6460.71%
00835Q202
Aeva Technologies Inc
New$26,670$26,6700.66%
90138F102
Twilio Inc
Increased$26,395$51,3260.65%
22266T109
Coupang Inc
Increased$26,188$149,1870.64%
526057104
Lennar Corp
Increased$25,275$35,2190.62%
929740108
Wabtec
Increased$24,928$60,6240.61%
69331C108
Pg&E Corp
New$24,871$24,8710.61%
02079K305
Alphabet Inc
New$24,845$24,8450.61%
23331A109
D R Horton Inc
Increased$24,789$34,7670.61%
26884L109
Eqt Corp
Reduced-$24,345$48,7120.60%
42068205
Arm Holdings Plc
New$23,756$23,7560.58%
11135F101
Broadcom Inc
Sold out-$23,744$00.58%
G6683N103
Nu Hldgs Ltd
Reduced-$23,578$23,2810.58%
76131D103
Restaurant Brands Intl Inc
Increased$22,782$72,5660.56%
G0896C103
Bbb Foods Inc
Increased$21,888$31,8970.54%
816850101
Semtech Corp
New$21,543$21,5430.53%
464286400
Ishares Inc
Sold out-$21,314$00.52%
256163106
Docusign Inc
Increased$21,028$121,5400.52%
418056107
Hasbro Inc
Sold out-$20,751$00.51%
983793100
Xpo Inc
Sold out-$20,598$00.51%
372460105
Genuine Parts Co
New$19,984$19,9840.49%
984245100
Ypf Sociedad Anonima
Reduced-$19,355$2,7860.48%
144285103
Carpenter Technology Corp
Increased$19,028$54,0270.47%
737446104
Post Hldgs Inc
New$18,959$18,9590.47%
80004C200
Sandisk Corp
New$18,652$18,6520.46%
87165B103
Synchrony Financial
New$18,603$18,6030.46%
464287655
Ishares Tr
Reduced-$17,607$54,6830.43%
234264109
Daktronics Inc
Reduced-$16,452$30,0610.41%
05961W105
Banco Macro Sa
Sold out-$15,509$00.38%
16935C109
Chime Finl Inc
Reduced-$15,238$8720.38%
19240Q201
Cogent Biosciences Inc
New$15,216$15,2160.37%
92686J106
Viking Therapeutics Inc
Sold out-$14,556$00.36%
77543R102
Roku Inc
Reduced-$14,373$82,3500.35%
925050106
Verona Pharma Plc
Increased$12,155$106,9320.30%
399909100
Grupo Financiero Galicia S.A
Sold out-$11,664$00.29%
05605H100
Bwx Technologies Inc
Sold out-$11,017$00.27%
7.4366E+106
Protagonist Therapeutics Inc
New$10,609$10,6090.26%
2.9337E+106
Enliven Therapeutics Inc
Increased$10,105$19,3930.25%
12008R107
Builders Firstsource Inc
Sold out-$9,926$00.24%
35671D857
Freeport-Mcmoran Inc
Sold out-$9,745$00.24%
12510Q100
Ccc Intelligent Solutions Hl
Sold out-$9,485$00.23%
14040H105
Capital One Finl Corp
New$9,337$9,3370.23%
169656105
Chipotle Mexican Grill Inc
New$9,139$9,1390.22%
G7997R103
Seagate Technology Hldngs Pl
Reduced-$8,226$20,2780.20%
M3760D101
Elbit Sys Ltd
Sold out-$8,220$00.20%
91332U101
Unity Software Inc
Reduced-$7,597$35,3350.19%
632307104
Natera Inc
Reduced-$7,016$533,5400.17%
68404L201
Option Care Health Inc
Increased$6,456$27,1410.16%
83418M103
Solaris Energy Infras Inc
New$5,820$5,8200.14%
60937P106
Mongodb Inc
New$5,497$5,4970.14%
3.795E+263
Global X Fds
Reduced-$4,960$17,7220.12%
882681109
Texas Roadhouse Inc
New$4,951$4,9510.12%
883556102
Thermo Fisher Scientific Inc
Sold out-$4,947$00.12%
235851102
Danaher Corporation
Sold out-$4,879$00.12%
163851108
Chemours Co
Sold out-$4,830$00.12%
278768106
Echostar Corp
New$4,640$4,6400.11%
172967424
Citigroup Inc
Reduced-$4,458$52,2570.11%
78462F103
Spdr S&P 500 Etf Tr
Increased$4,349$59,9560.11%
58733R102
Mercadolibre Inc
Reduced-$4,071$136,3460.10%
74623V103
Purecycle Technologies Inc
Reduced-$1,266$30,2860.03%
81141R100
Sea Ltd
Reduced-$530$49,0080.01%
G65163100
Joby Aviation Inc
Sold out-$332$00.01%

Evidence

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