Tracking Stanley Druckenmiller's Duquesne Family Office Portfolio - Q4 2025 Update

John Vincent26.06K FollowersFollow5ShareSavePlay(19min)CommentsSummaryDuquesne Family Office’s 13F portfolio value rose to ~$4.49B in Q4 2025, with 35 significant positions led by Natera, Insmed, Amazon.com, Teva Pharma, and Woodward.Major new stakes include Alcoa, Entegris, Lattice Semi, Bloom Energy, and Delta Airlines, all initiated at prices below current market levels.Significant stake increases were made in Amazon (up ~92%), Coupang (~45%), Alphabet, Sea Ltd, Newamsterdam Pharma, and BBB Foods, reflecting conviction in these names.Large reductions occurred in Natera, Insmed, Teva, Woodward, and Taiwan Semi, while Meta, Citigroup, EQT, and others were fully exited. cagkansayin/iStock via Getty Images This article is part of a series that provides an ongoing analysis of the changes made to Duquesne Family Office’s 13F stock portfolio on a quarterly basis. It is based on Stanley Druckenmiller’s regulatory 13F Form filed on 02/17/2026. The 13FThis article was written byJohn Vincent26.06K FollowersFollowFocused on analyzing 13F reports & building tools to help DIY investors generate absolute returns through exploiting inefficiency, volatility, and momentum.

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