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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

90 changes from Stanley Druckenmiller (Duquesne Family Office), filed 2026-02-17 for period end 2025-12-31.

$4.5M portfolio value
StockActionChangeCurrentPortfolio Impact
81369Y605
Select Sector Spdr Tr
New$300,994$300,9946.70%
464286400
Ishares Inc
New$247,189$247,1895.50%
46137V357
Invesco Exchange Traded Fd T
New$224,877$224,8775.00%
881624209
Teva Pharmaceutical Inds Ltd
Reduced-$151,842$183,3553.38%
925050106
Verona Pharma Plc
Sold out-$106,932$02.38%
23135106
Amazon Com Inc
Increased$97,446$193,4132.17%
02079K305
Alphabet Inc
Increased$95,660$120,5052.13%
457669307
Insmed Inc
Reduced-$91,115$257,8842.03%
13872106
Alcoa Corp
New$73,123$73,1231.63%
81141R100
Sea Ltd
Increased$71,433$120,4411.59%
29362U104
Entegris Inc
New$71,120$71,1201.58%
518415104
Lattice Semiconductor Corp
New$68,133$68,1331.52%
93712107
Bloom Energy Corp
New$64,346$64,3461.43%
19240Q201
Cogent Biosciences Inc
Increased$63,442$78,6581.41%
G0896C103
Bbb Foods Inc
Increased$57,426$89,3231.28%
30303M102
Meta Platforms Inc
Sold out-$55,886$01.24%
144285103
Carpenter Technology Corp
Sold out-$54,027$01.20%
N62509109
Newamsterdam Pharma Company
Increased$52,991$107,7011.18%
172967424
Citigroup Inc
Sold out-$52,257$01.16%
464287234
Ishares Tr
Reduced-$52,084$49,3761.16%
256163106
Docusign Inc
Reduced-$51,835$69,7051.15%
90138F102
Twilio Inc
Sold out-$51,326$01.14%
60505104
Bank America Corp
Sold out-$51,035$01.14%
26884L109
Eqt Corp
Sold out-$48,712$01.08%
874039100
Taiwan Semiconductor Mfg Ltd
Reduced-$48,643$165,0381.08%
36828A101
Ge Vernova Inc
Sold out-$47,544$01.06%
92840M102
Vistra Corp
Sold out-$45,842$01.02%
247361702
Delta Air Lines Inc Del
New$45,173$45,1731.01%
632307104
Natera Inc
Increased$41,787$575,3270.93%
58733R102
Mercadolibre Inc
Reduced-$41,376$94,9700.92%
86384P109
Stubhub Hldgs Inc
Reduced-$40,533$31,1970.90%
910047109
United Airls Hldgs Inc
New$38,958$38,9580.87%
526057104
Lennar Corp
Sold out-$35,219$00.78%
23331A109
D R Horton Inc
Sold out-$34,767$00.77%
531229755
Liberty Media Corp Del
Sold out-$30,123$00.67%
253393102
Dicks Sporting Goods Inc
Sold out-$29,427$00.65%
682189105
On Semiconductor Corp
New$29,038$29,0380.65%
78464A797
Spdr Series Trust
Sold out-$28,646$00.64%
68404L201
Option Care Health Inc
Increased$28,485$55,6260.63%
69331C108
Pg&E Corp
Sold out-$24,871$00.55%
38141G104
Goldman Sachs Group Inc
New$24,173$24,1730.54%
42068205
Arm Holdings Plc
Sold out-$23,756$00.53%
G6683N103
Nu Hldgs Ltd
Sold out-$23,281$00.52%
816850101
Semtech Corp
Sold out-$21,543$00.48%
G7997R103
Seagate Technology Hldngs Pl
Sold out-$20,278$00.45%
861012102
Stmicroelectronics N V
New$20,066$20,0660.45%
372460105
Genuine Parts Co
Sold out-$19,984$00.44%
2.9337E+106
Enliven Therapeutics Inc
Sold out-$19,393$00.43%
984245100
Ypf Sociedad Anonima
Increased$19,163$21,9490.43%
77543R102
Roku Inc
Reduced-$19,102$63,2480.43%
737446104
Post Hldgs Inc
Sold out-$18,959$00.42%
980745103
Woodward Inc
Increased$18,681$178,6500.42%
80004C200
Sandisk Corp
Sold out-$18,652$00.42%
87165B103
Synchrony Financial
Sold out-$18,603$00.41%
3.795E+263
Global X Fds
Sold out-$17,722$00.39%
84265V105
Southern Copper Corp
New$17,334$17,3340.39%
91332U101
Unity Software Inc
Reduced-$17,224$18,1110.38%
74967X103
Rh
New$15,801$15,8010.35%
349381103
Figure Technology Solutio
Reduced-$14,104$62,8850.31%
234264109
Daktronics Inc
Reduced-$13,198$16,8630.29%
98954M200
Zillow Group Inc
New$13,142$13,1420.29%
G25508105
Crh Plc
Increased$12,055$59,2740.27%
171757206
Cidara Therapeutics Inc
New$10,933$10,9330.24%
718172109
Philip Morris Intl Inc
New$10,811$10,8110.24%
22266T109
Coupang Inc
Increased$10,586$159,7730.24%
185899101
Cleveland-Cliffs Inc New
Reduced-$9,941$23,1820.22%
76131D103
Restaurant Brands Intl Inc
Increased$9,924$82,4900.22%
02376R102
American Airls Group Inc
New$9,808$9,8080.22%
4.01E+112
Argan Inc
New$9,400$9,4000.21%
14040H105
Capital One Finl Corp
Sold out-$9,337$00.21%
25809K105
Doordash Inc
New$8,131$8,1310.18%
7.434E+107
Progyny Inc
New$7,579$7,5790.17%
83418M103
Solaris Energy Infras Inc
Sold out-$5,820$00.13%
74623V103
Purecycle Technologies Inc
Reduced-$5,560$24,7260.12%
60937P106
Mongodb Inc
Sold out-$5,497$00.12%
169656105
Chipotle Mexican Grill Inc
Increased$5,362$14,5010.12%
882681109
Texas Roadhouse Inc
Sold out-$4,951$00.11%
899104
Adma Biologics Inc
New$4,600$4,6000.10%
G3643J108
Flutter Entmt Plc
Reduced-$4,490$24,7820.10%
20398707
Almonty Inds Inc
New$4,140$4,1400.09%
929740108
Wabtec
Increased$3,434$64,0580.08%
7.4366E+106
Protagonist Therapeutics Inc
Increased$3,339$13,9480.07%
97785W106
Wolfspeed Inc
New$3,254$3,2540.07%
Y95308105
Wave Life Sciences Ltd
New$2,941$2,9410.07%
00835Q202
Aeva Technologies Inc
Reduced-$2,436$24,2340.05%
278768106
Echostar Corp
Increased$1,965$6,6050.04%
78462F103
Spdr S&P 500 Etf Tr
Increased$1,417$61,3730.03%
464287655
Ishares Tr
Increased$949$55,6320.02%
16935C109
Chime Finl Inc
Sold out-$872$00.02%
64073B103
Neptune Ins Hldgs Inc
New$583$5830.01%

Evidence

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Stanley Druckenmiller (Duquesne Family Office) disclosed sold out in Verona Pharma Plc | TradingNote AI