Stanley Druckenmiller - Duquesne Family Office Llc 13F Activity & Position Changes (Q2 2025)
According to the SEC 13F filed on Aug 15, 2025, the Duquesne Family Office Llc portfolio showed several notable changes in holdings as of quarter-end Jun 30, 2025. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.
During Q2 2025, the filing reported:
New Buys - Broadcom Inc., Bank of America Corporation, Builders FirstSource, Inc., BWX Technologies, Inc., Citigroup, Inc., and 25 more
Increases - Applovin Corporation, Daktronics, Inc., Delta Air Lines, Inc., DocuSign, Inc., EQT Corporation, and 8 more
Reductions - Global X MSCI Argentina ETF, Barclays PLC, Banco Macro S.A., CCC Intelligent Solutions Holdi, Coherent Corp., and 13 more
Complete Exits - American Airlines Group, Inc., Amazon.com, Inc., Antero Resources Corporation, Ascendis Pharma A/S, BridgeBio Pharma, Inc., and 10 more
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
| Date | Symbol | Type | Change Qty |
|---|---|---|---|
|
Q2 2025
|
AAL
American Airlines Group, Inc.
|
Sell - Position Exit |
-133,728
|
|
Q2 2025
|
AMZN
Amazon.com, Inc.
|
Sell - Position Exit |
-136,765
|
|
Q2 2025
|
APP
Applovin Corporation
|
Buy |
+49,258
|
|
Q2 2025
|
AR
Antero Resources Corporation
|
Sell - Position Exit |
-258,400
|
|
Q2 2025
|
ARGT
Global X MSCI Argentina ETF
|
Sell |
-176,100
|
|
Q2 2025
|
ASND
Ascendis Pharma A/S
|
Sell - Position Exit |
-158,720
|
|
Q2 2025
|
AVGO
Broadcom Inc.
|
Buy - Position Entry |
+86,140
|
|
Q2 2025
|
BAC
Bank of America Corporation
|
Buy - Position Entry |
+341,900
|
|
Q2 2025
|
BBIO
BridgeBio Pharma, Inc.
|
Sell - Position Exit |
-438,050
|
|
Q2 2025
|
BCS
Barclays PLC
|
Sell |
-2,267,355
|
|
Q2 2025
|
BLDR
Builders FirstSource, Inc.
|
Buy - Position Entry |
+85,065
|
|
Q2 2025
|
BMA
Banco Macro S.A.
|
Sell |
-210,915
|
|
Q2 2025
|
BN
Brookfield Corporation
|
Sell - Position Exit |
-315,925
|
|
Q2 2025
|
BWXT
BWX Technologies, Inc.
|
Buy - Position Entry |
+76,475
|
|
Q2 2025
|
C
Citigroup, Inc.
|
Buy - Position Entry |
+666,300
|
|
Q2 2025
|
CC
Chemours Company (The)
|
Buy - Position Entry |
+421,800
|
|
Q2 2025
|
CCCS
CCC Intelligent Solutions Holdi
|
Sell |
-4,587,095
|
|
Q2 2025
|
Sell - Position Exit |
-97,700
|
|
|
Q2 2025
|
CHYM
Chime Financial
|
Buy - Position Entry |
+466,825
|
|
Q2 2025
|
COF
Capital One Financial Corporati
|
Sell - Position Exit |
-197,670
|
|
Q2 2025
|
COHR
Coherent Corp.
|
Sell |
-1,064,230
|
|
Q2 2025
|
CPNG
Coupang, Inc.
|
Sell |
-5,197,210
|
|
Q2 2025
|
CRS
Carpenter Technology Corporatio
|
Buy - Position Entry |
+126,635
|
|
Q2 2025
|
CZR
Caesars Entertainment, Inc.
|
Sell |
-152,545
|
|
Q2 2025
|
DAKT
Daktronics, Inc.
|
Buy |
+8,599
|
|
Q2 2025
|
DAL
Delta Air Lines, Inc.
|
Buy |
+448,375
|
|
Q2 2025
|
DHI
D.R. Horton, Inc.
|
Buy - Position Entry |
+77,400
|
|
Q2 2025
|
DHR
Danaher Corporation
|
Buy - Position Entry |
+24,700
|
|
Q2 2025
|
DOCU
DocuSign, Inc.
|
Buy |
+215,785
|
|
Q2 2025
|
ELVN
Enliven Therapeutics, Inc.
|
Buy - Position Entry |
+463,000
|
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