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every move across the tracked managers · last 4 quarters
StockManagerActivityΔ portfolioQuarter
INSMInsmed Inc · calls Stanley Druckenmiller New buy +16.80pp Q2 2026
IWMIshares Tr · calls Stanley Druckenmiller Add ×4.2 +7.11pp Q2 2026
TSLATesla Inc · calls Stanley Druckenmiller New buy +6.19pp Q2 2026
CDWCdw Corp · calls Stanley Druckenmiller New buy +4.10pp Q2 2026
GOOGLALPHABET INC Warren Buffett Add 45.2% +3.48pp Q2 2026
AMZNAmazon Com Inc · calls Stanley Druckenmiller Add ×2.3 +3.31pp Q2 2026
METAMeta Platforms Inc · calls Stanley Druckenmiller New buy +3.29pp Q2 2026
AAAlcoa Corp Stanley Druckenmiller Reduce 87.6% −3.15pp Q2 2026
INSMInsmed Inc Stanley Druckenmiller Add 23.4% −2.94pp Q2 2026
GOOGALPHABET INC Warren Buffett Add ×7.6 +2.82pp Q2 2026
GOOGLAlphabet Inc Stanley Druckenmiller New buy +2.76pp Q2 2026
AMZNAmazon Com Inc Stanley Druckenmiller Add ×11.8 +2.64pp Q2 2026
FOXAFox Corp Stanley Druckenmiller New buy +2.64pp Q2 2026
CDWCdw Corp Stanley Druckenmiller New buy +2.40pp Q2 2026
STMStmicroelectronics N V Stanley Druckenmiller Add 18.8% +2.27pp Q2 2026
AVGOBroadcom Inc Stanley Druckenmiller Sold out −2.06pp Q2 2026
G7997R103Seagate Technology Hldngs Pl Stanley Druckenmiller Add ×2.4 +2.02pp Q2 2026
TEVATeva Pharmaceutical Inds Ltd Stanley Druckenmiller Reduce 73.7% −1.95pp Q2 2026
WWDWoodward Inc Stanley Druckenmiller Reduce 68.2% −1.92pp Q2 2026
ROKURoku Inc Stanley Druckenmiller Reduce 75.5% −1.84pp Q2 2026
YPFYpf Sociedad Anonima Stanley Druckenmiller Reduce 3.0% −1.81pp Q2 2026
OPCHOption Care Health Inc Stanley Druckenmiller Sold out −1.71pp Q2 2026
UALUnited Airls Hldgs Inc Stanley Druckenmiller Add ×3.0 +1.66pp Q2 2026
G11448100Bitdeer Technologies Group Stanley Druckenmiller New buy +1.49pp Q2 2026
FIGRFigure Technology Solutio Stanley Druckenmiller Sold out −1.33pp Q2 2026
DALDelta Air Lines Inc Stanley Druckenmiller New buy +1.30pp Q2 2026
FLRFluor Corp Stanley Druckenmiller New buy +1.18pp Q2 2026
QSRRestaurant Brands Intl Inc Stanley Druckenmiller Sold out −1.14pp Q2 2026
DHID R Horton Inc Stanley Druckenmiller New buy +1.12pp Q2 2026
LSCCLattice Semiconductor Corp Stanley Druckenmiller Sold out −1.02pp Q2 2026
NTRANatera Inc Stanley Druckenmiller Add 4.0% −1.00pp Q2 2026
SNDKSandisk Corp Stanley Druckenmiller Reduce 8.5% +0.99pp Q2 2026
AMDAdvanced Micro Devices Inc Stanley Druckenmiller New buy +0.97pp Q2 2026
G0896C103Bbb Foods Inc Stanley Druckenmiller Reduce 6.7% −0.96pp Q2 2026
PANWPalo Alto Networks Inc Stanley Druckenmiller New buy +0.91pp Q2 2026
HUTHut 8 Corp Stanley Druckenmiller New buy +0.83pp Q2 2026
HUMHumana Inc Stanley Druckenmiller Sold out −0.81pp Q2 2026
DALDELTA AIR LINES INC Warren Buffett Add 44.0% +0.78pp Q2 2026
TWLOTwilio Inc Stanley Druckenmiller Sold out −0.78pp Q2 2026
TSMTaiwan Semiconductor Manufac Stanley Druckenmiller Add 19.1% +0.77pp Q2 2026
JBLJabil Inc Stanley Druckenmiller Sold out −0.74pp Q2 2026
GSGIshares S&P Gsci Commodity- Stanley Druckenmiller Sold out −0.71pp Q2 2026
FOXFox Corp Stanley Druckenmiller New buy +0.68pp Q2 2026
RVMDRevolution Medicines Inc Stanley Druckenmiller Add 26.5% +0.67pp Q2 2026
KRKROGER CO Warren Buffett Reduce 22.0% −0.66pp Q2 2026
BEBloom Energy Corp Stanley Druckenmiller Sold out −0.63pp Q2 2026
INTCIntel Corp Stanley Druckenmiller Sold out −0.62pp Q2 2026
CVCOCavco Inds Inc Del Stanley Druckenmiller New buy +0.56pp Q2 2026
ARGTGlobal X Fds Stanley Druckenmiller Reduce 15.1% −0.54pp Q2 2026
PURRHyperliquid Strategies Inc Stanley Druckenmiller New buy +0.53pp Q2 2026
RMBSRambus Inc Del Stanley Druckenmiller New buy +0.53pp Q2 2026
RYTMRhythm Pharmaceuticals Inc Stanley Druckenmiller New buy +0.52pp Q2 2026
SKYChampion Homes Inc Stanley Druckenmiller New buy +0.51pp Q2 2026
ENTGEntegris Inc Stanley Druckenmiller New buy +0.49pp Q2 2026
AEVAAeva Technologies Inc Stanley Druckenmiller New buy +0.48pp Q2 2026
RIOTRiot Platforms Inc Stanley Druckenmiller New buy +0.47pp Q2 2026
WABWabtec Stanley Druckenmiller Reduce 40.4% −0.46pp Q2 2026
EQIXEquinix Inc Stanley Druckenmiller New buy +0.44pp Q2 2026
LRCXLam Research Corp Stanley Druckenmiller New buy +0.43pp Q2 2026
DVADAVITA INC Warren Buffett Reduce 4.0% +0.39pp Q2 2026
DFTXDefinium Therapeutics Inc Stanley Druckenmiller New buy +0.39pp Q2 2026
NETCloudflare Inc Stanley Druckenmiller Sold out −0.37pp Q2 2026
RSPInvesco Exchange Traded Fd T Stanley Druckenmiller New buy +0.36pp Q2 2026
N53745100Lyondellbasell Industries Nv Stanley Druckenmiller Sold out −0.36pp Q2 2026
TXG10X Genomics Inc Stanley Druckenmiller New buy +0.35pp Q2 2026
LLYEli Lilly & Co Stanley Druckenmiller New buy +0.34pp Q2 2026
COHRCoherent Corp Stanley Druckenmiller Sold out −0.33pp Q2 2026
PCTPurecycle Technologies Inc Stanley Druckenmiller Add ×2.8 +0.33pp Q2 2026
TWSTTwist Bioscience Corp Stanley Druckenmiller Sold out −0.33pp Q2 2026
BACBANK OF AMER CORP Warren Buffett Reduce 5.9% −0.32pp Q2 2026
ARMArm Holdings Plc Stanley Druckenmiller Reduce 73.7% −0.32pp Q2 2026
CLSCelestica Inc Stanley Druckenmiller Sold out −0.32pp Q2 2026
COFCAPITAL ONE FINL CORP Warren Buffett Reduce 58.0% −0.30pp Q2 2026
STUBStubhub Hldgs Inc Stanley Druckenmiller Sold out −0.29pp Q2 2026
MUMicron Technology Inc Stanley Druckenmiller Sold out −0.27pp Q2 2026
CLFCleveland-Cliffs Inc New Stanley Druckenmiller Add 82.3% +0.24pp Q2 2026
ECHOEchostar Corp Stanley Druckenmiller Sold out −0.24pp Q2 2026
RGENRepligen Corp Stanley Druckenmiller New buy +0.24pp Q2 2026
RKTRocket Cos Inc Stanley Druckenmiller New buy +0.24pp Q2 2026
ALMAlmonty Inds Inc Stanley Druckenmiller Sold out −0.23pp Q2 2026
BIDUBaidu Inc Stanley Druckenmiller New buy +0.23pp Q2 2026
CVNACarvana Co Stanley Druckenmiller New buy +0.23pp Q2 2026
RDDTReddit Inc Stanley Druckenmiller New buy +0.23pp Q2 2026
DHRDanaher Corp Del Stanley Druckenmiller New buy +0.22pp Q2 2026
SCCOSouthern Copper Corp Stanley Druckenmiller Add 1.0% −0.22pp Q2 2026
TMOThermo Fisher Scientific Inc Stanley Druckenmiller New buy +0.22pp Q2 2026
FFIVF5 Inc Stanley Druckenmiller New buy +0.21pp Q2 2026
SKESkeena Res Ltd New Stanley Druckenmiller New buy +0.18pp Q2 2026
LITELumentum Hldgs Inc Stanley Druckenmiller Sold out −0.17pp Q2 2026
GLUEMonte Rosa Therapeutics Inc Stanley Druckenmiller New buy +0.17pp Q2 2026
MELIMercadolibre Inc Stanley Druckenmiller Sold out −0.16pp Q2 2026
RLAYRelay Therapeutics Inc Stanley Druckenmiller New buy +0.15pp Q2 2026
CCCCcc Intelligent Solutions Hl Stanley Druckenmiller New buy +0.14pp Q2 2026
UWMCUwm Holdings Corporation Stanley Druckenmiller New buy +0.14pp Q2 2026
DAKTDaktronics Inc Stanley Druckenmiller Add 99.6% +0.13pp Q2 2026
NVTSNavitas Semiconductor Corp Stanley Druckenmiller New buy +0.13pp Q2 2026
G3730V105Ftai Aviation Ltd Stanley Druckenmiller New buy +0.13pp Q2 2026
BEAMBeam Therapeutics Inc Stanley Druckenmiller New buy +0.12pp Q2 2026
NYTNEW YORK TIMES CO MTN BE Warren Buffett Add 3.6% −0.11pp Q2 2026
NUENUCOR CORP Warren Buffett Reduce 52.5% −0.11pp Q2 2026
AURAurora Innovation Inc Stanley Druckenmiller New buy +0.10pp Q2 2026
Q4982L109Iren Limited Stanley Druckenmiller New buy +0.09pp Q2 2026
WLKWestlake Corporation Stanley Druckenmiller Sold out −0.08pp Q2 2026
LENLENNAR CORP Warren Buffett Add 29.8% +0.07pp Q2 2026
ADMAAdma Biologics Inc Stanley Druckenmiller Add 80.1% +0.07pp Q2 2026
GGALGrupo Financiero Galicia S.A Stanley Druckenmiller New buy +0.07pp Q2 2026
STZCONSTELLATION BRANDS INC Warren Buffett Sold out −0.04pp Q2 2026
MMACYS INC Warren Buffett Add ×2.4 +0.04pp Q2 2026
ALLYALLY FINL INC Warren Buffett Reduce 6.9% −0.02pp Q2 2026
PTGXProtagonist Therapeutics Inc Stanley Druckenmiller Add 30.8% +0.02pp Q2 2026
G25508105Crh Plc Stanley Druckenmiller Add 46.6% +0.01pp Q2 2026
DHID R HORTON INC Warren Buffett New buy +0.00pp Q2 2026
LEN/BLENNAR CORP Warren Buffett Add 25.4% 0.00pp Q2 2026
RSPInvesco Exchange Traded Fd T · calls Stanley Druckenmiller New buy +35.84pp Q1 2026
IWMIshares Tr · calls Stanley Druckenmiller Reduce 65.0% −15.81pp Q1 2026
MSFTMICROSOFT CORP Bill Ackman New buy +15.26pp Q1 2026
GOOGALPHABET INC Bill Ackman Reduce 94.9% −11.81pp Q1 2026
NTRANatera Inc Stanley Druckenmiller Add 22.0% +7.23pp Q1 2026
XLFSelect Sector Spdr Tr Stanley Druckenmiller Sold out −7.13pp Q1 2026
HLTHILTON WORLDWIDE HLDGS INC Bill Ackman Sold out −5.60pp Q1 2026
RSPInvesco Exchange Traded Fd T Stanley Druckenmiller Sold out −5.33pp Q1 2026
YPFYpf Sociedad Anonima Stanley Druckenmiller Add ×5.3 +4.57pp Q1 2026
GOOGLALPHABET INC Warren Buffett Add ×3.0 +3.89pp Q1 2026
AMZNAmazon Com Inc Stanley Druckenmiller Reduce 93.8% −3.72pp Q1 2026
AMZNAMAZON COM INC Bill Ackman Add 19.2% +3.11pp Q1 2026
GOOGLAlphabet Inc Stanley Druckenmiller Sold out −2.86pp Q1 2026
STMStmicroelectronics N V Stanley Druckenmiller Add ×3.4 +2.59pp Q1 2026
QSRRESTAURANT BRANDS INTL INC Bill Ackman Reduce 1.0% +2.15pp Q1 2026
MELIMercadolibre Inc Stanley Druckenmiller Reduce 94.1% −2.09pp Q1 2026
CPNGCoupang Inc Stanley Druckenmiller Reduce 60.6% −2.08pp Q1 2026
AVGOBroadcom Inc Stanley Druckenmiller New buy +2.06pp Q1 2026
TEVATeva Pharmaceutical Inds Ltd Stanley Druckenmiller Reduce 59.5% −1.90pp Q1 2026
COGTCogent Biosciences Inc Stanley Druckenmiller Sold out −1.86pp Q1 2026
EWZIshares Inc Stanley Druckenmiller Reduce 3.3% +1.82pp Q1 2026
TSMTaiwan Semiconductor Manufac Stanley Druckenmiller Reduce 8.8% +1.79pp Q1 2026
ENTGEntegris Inc Stanley Druckenmiller Sold out −1.69pp Q1 2026
DOCUDocusign Inc Stanley Druckenmiller Sold out −1.65pp Q1 2026
WWDWoodward Inc Stanley Druckenmiller Reduce 64.2% −1.65pp Q1 2026
AAAlcoa Corp Stanley Druckenmiller Add 8.5% +1.64pp Q1 2026
G0896C103Bbb Foods Inc Stanley Druckenmiller Add 16.2% +1.62pp Q1 2026
GOOGLALPHABET INC Bill Ackman Reduce 95.2% −1.30pp Q1 2026
ARGTGlobal X Fds Stanley Druckenmiller New buy +1.23pp Q1 2026
EEMIshares Tr Stanley Druckenmiller Sold out −1.17pp Q1 2026
CAICaris Life Sciences Inc Stanley Druckenmiller New buy +1.15pp Q1 2026
DALDelta Air Lines Inc Del Stanley Druckenmiller Sold out −1.07pp Q1 2026
VVISA INC Warren Buffett Sold out −1.06pp Q1 2026
AMZNAmazon Com Inc · calls Stanley Druckenmiller Add ×2.0 +1.06pp Q1 2026
RVMDRevolution Medicines Inc Stanley Druckenmiller New buy +1.05pp Q1 2026
DALDELTA AIR LINES INC Warren Buffett New buy +1.01pp Q1 2026
ROKURoku Inc Stanley Druckenmiller Add 28.7% +0.92pp Q1 2026
BEBloom Energy Corp Stanley Druckenmiller Reduce 81.6% −0.89pp Q1 2026
BACBANK AMERICA CORP Warren Buffett Reduce 0.7% −0.86pp Q1 2026
MAMASTERCARD INCORPORATED Warren Buffett Sold out −0.83pp Q1 2026
SNDKSandisk Corp Stanley Druckenmiller New buy +0.83pp Q1 2026
HUMHumana Inc Stanley Druckenmiller New buy +0.81pp Q1 2026
QSRRestaurant Brands Intl Inc Stanley Druckenmiller Reduce 62.4% −0.81pp Q1 2026
TWLOTwilio Inc Stanley Druckenmiller New buy +0.78pp Q1 2026
JBLJabil Inc Stanley Druckenmiller New buy +0.74pp Q1 2026
GSGIshares S&P Gsci Commodity- Stanley Druckenmiller New buy +0.71pp Q1 2026
WABWabtec Stanley Druckenmiller Reduce 68.4% −0.71pp Q1 2026
G54950103Linde Plc Stanley Druckenmiller New buy +0.70pp Q1 2026
ONOn Semiconductor Corp Stanley Druckenmiller Sold out −0.69pp Q1 2026
G7997R103Seagate Technology Hldngs Pl Stanley Druckenmiller New buy +0.68pp Q1 2026
NUVBNuvation Bio Inc Stanley Druckenmiller New buy +0.66pp Q1 2026
INTCIntel Corp Stanley Druckenmiller New buy +0.62pp Q1 2026
STZCONSTELLATION BRANDS INC Warren Buffett Reduce 95.1% −0.61pp Q1 2026
UNHUNITEDHEALTH GROUP INC Warren Buffett Sold out −0.61pp Q1 2026
CVXCHEVRON CORPORATION Warren Buffett Reduce 35.2% −0.60pp Q1 2026
LSCCLattice Semiconductor Corp Stanley Druckenmiller Reduce 65.1% −0.59pp Q1 2026
G3643J108Flutter Entmt Plc Stanley Druckenmiller Sold out −0.59pp Q1 2026
BLTEBelite Bio Inc Sponsored Stanley Druckenmiller New buy +0.58pp Q1 2026
AEVAAeva Technologies Inc Stanley Druckenmiller Sold out −0.57pp Q1 2026
GSGoldman Sachs Group Inc Stanley Druckenmiller Sold out −0.57pp Q1 2026
ARMArm Holdings Plc Stanley Druckenmiller New buy +0.55pp Q1 2026
BNBROOKFIELD CORP Bill Ackman Reduce 2.8% −0.53pp Q1 2026
DPZDOMINOS PIZZA INC Warren Buffett Sold out −0.51pp Q1 2026
OLMAOlema Pharmaceuticals Inc Stanley Druckenmiller New buy +0.50pp Q1 2026
QQnity Electronics Inc Stanley Druckenmiller New buy +0.49pp Q1 2026
XENEXenon Pharmaceuticals Inc Stanley Druckenmiller New buy +0.47pp Q1 2026
G0403H108AON PLC Warren Buffett Sold out −0.46pp Q1 2026
STUBStubhub Hldgs Inc Stanley Druckenmiller Reduce 40.7% −0.45pp Q1 2026
DVADAVITA INC Warren Buffett Reduce 5.2% +0.44pp Q1 2026
PCTPurecycle Technologies Inc Stanley Druckenmiller Reduce 66.5% −0.42pp Q1 2026
N4732M103Jbs N.V. Stanley Druckenmiller New buy +0.40pp Q1 2026
GOOGALPHABET INC Warren Buffett New buy +0.39pp Q1 2026
OPCHOption Care Health Inc Stanley Druckenmiller Add 7.0% +0.39pp Q1 2026
NETCloudflare Inc Stanley Druckenmiller New buy +0.37pp Q1 2026
RHRh Stanley Druckenmiller Sold out −0.37pp Q1 2026
ADMAAdma Biologics Inc Stanley Druckenmiller Add ×6.1 +0.36pp Q1 2026
N53745100Lyondellbasell Industries Nv Stanley Druckenmiller New buy +0.36pp Q1 2026
NYTNEW YORK TIMES CO MTN BE Warren Buffett Add ×3.0 +0.35pp Q1 2026
VISTVista Energy S.A.B. De C.V. Stanley Druckenmiller New buy +0.35pp Q1 2026
CMGChipotle Mexican Grill Inc Stanley Druckenmiller Sold out −0.34pp Q1 2026
COHRCoherent Corp Stanley Druckenmiller New buy +0.33pp Q1 2026
TWSTTwist Bioscience Corp Stanley Druckenmiller New buy +0.33pp Q1 2026
CLSCelestica Inc Stanley Druckenmiller New buy +0.32pp Q1 2026
INSMInsmed Inc Stanley Druckenmiller Reduce 22.1% +0.32pp Q1 2026
ZZillow Group Inc Stanley Druckenmiller Sold out −0.31pp Q1 2026
SCCOSouthern Copper Corp Stanley Druckenmiller Add 0.8% +0.30pp Q1 2026
METAMETA PLATFORMS INC Bill Ackman Reduce 0.5% −0.27pp Q1 2026
DBVTDbv Technologies S A Sponsored Stanley Druckenmiller New buy +0.27pp Q1 2026
MUMicron Technology Inc Stanley Druckenmiller New buy +0.27pp Q1 2026
POOLPOOL CORP Warren Buffett Sold out −0.26pp Q1 2026
CDTXCidara Therapeutics Inc Stanley Druckenmiller Sold out −0.26pp Q1 2026
PMPhilip Morris Intl Inc Stanley Druckenmiller Sold out −0.26pp Q1 2026
SESea Ltd Stanley Druckenmiller Add 16.5% +0.25pp Q1 2026
AALAmerican Airls Group Inc Stanley Druckenmiller Sold out −0.23pp Q1 2026
AGXArgan Inc Stanley Druckenmiller Sold out −0.22pp Q1 2026
UBERUBER TECHNOLOGIES INC Bill Ackman Reduce 0.8% −0.19pp Q1 2026
AMZNAMAZON COM INC Warren Buffett Sold out −0.19pp Q1 2026
DASHDoordash Inc Stanley Druckenmiller Sold out −0.19pp Q1 2026
PGNYProgyny Inc Stanley Druckenmiller Sold out −0.18pp Q1 2026
LITELumentum Hldgs Inc Stanley Druckenmiller New buy +0.17pp Q1 2026
FIGRFigure Technology Solutio Stanley Druckenmiller Reduce 25.3% −0.16pp Q1 2026
SOLSSolstice Advanced Matls Inc Stanley Druckenmiller New buy +0.16pp Q1 2026
NUENUCOR CORP Warren Buffett Reduce 39.0% −0.13pp Q1 2026
HEI/AHEICO CORP NEW Warren Buffett Sold out −0.12pp Q1 2026
CLFCleveland-Cliffs Inc New Stanley Druckenmiller Add 32.5% +0.12pp Q1 2026
UUnity Software Inc Stanley Druckenmiller Add 80.2% +0.12pp Q1 2026
FWONKLIBERTY MEDIA CORP DEL Warren Buffett Sold out −0.11pp Q1 2026
UALUnited Airls Hldgs Inc Stanley Druckenmiller Reduce 24.7% −0.10pp Q1 2026
CHTRCHARTER COMMUNICATIONS INC N Warren Buffett Sold out −0.08pp Q1 2026
WLKWestlake Corporation Stanley Druckenmiller New buy +0.08pp Q1 2026
WOLFWolfspeed Inc Stanley Druckenmiller Sold out −0.08pp Q1 2026
LENLENNAR CORP Warren Buffett Add 43.2% +0.07pp Q1 2026
LAMRLAMAR ADVERTISING CO NEW Warren Buffett Sold out −0.06pp Q1 2026
LLYVKLIBERTY LIVE HOLDINGS INC Warren Buffett Reduce 3.0% +0.05pp Q1 2026
G0176J109ALLEGION PLC Warren Buffett Sold out −0.05pp Q1 2026
G25508105Crh Plc Stanley Druckenmiller Reduce 20.5% −0.05pp Q1 2026
DAKTDaktronics Inc Stanley Druckenmiller Reduce 34.0% −0.03pp Q1 2026
MMACYS INC Warren Buffett New buy +0.02pp Q1 2026
DEODIAGEO PLC Warren Buffett Sold out −0.01pp Q1 2026
G9001E102LIBERTY LATIN AMERICA LTD Warren Buffett Sold out −0.01pp Q1 2026
NPNeptune Ins Hldgs Inc Stanley Druckenmiller Sold out −0.01pp Q1 2026
BATRKATLANTA BRAVES HLDGS INC Warren Buffett Sold out −0.00pp Q1 2026
LEN/BLENNAR CORP Warren Buffett Add 31.3% 0.00pp Q1 2026
G9001E128LIBERTY LATIN AMERICA LTD Warren Buffett Sold out −0.00pp Q1 2026
EWZIshares Inc · calls Stanley Druckenmiller New buy +48.95pp Q4 2025
NTRANatera Inc · calls Stanley Druckenmiller Sold out −12.31pp Q4 2025
METAMETA PLATFORMS INC Bill Ackman New buy +11.37pp Q4 2025
AMZNAmazon Com Inc · calls Stanley Druckenmiller New buy +8.41pp Q4 2025
XLFSelect Sector Spdr Tr Stanley Druckenmiller New buy +7.13pp Q4 2025
GOOGLALPHABET INC Bill Ackman Reduce 86.0% −6.67pp Q4 2025
CMGCHIPOTLE MEXICAN GRILL INC Bill Ackman Sold out −5.77pp Q4 2025
AMZNAMAZON COM INC Bill Ackman Add 65.0% +5.55pp Q4 2025
RSPInvesco Exchange Traded Fd T Stanley Druckenmiller New buy +5.33pp Q4 2025
UBERUBER TECHNOLOGIES INC Bill Ackman Reduce 0.2% −4.35pp Q4 2025
TEVATeva Pharmaceutical Inds Ltd Stanley Druckenmiller Reduce 64.6% −4.19pp Q4 2025
INSMInsmed Inc Stanley Druckenmiller Reduce 38.9% −2.77pp Q4 2025
VRNAVerona Pharma Plc Stanley Druckenmiller Sold out −2.72pp Q4 2025
EWZIshares Inc Stanley Druckenmiller New buy +2.67pp Q4 2025
GOOGLAlphabet Inc Stanley Druckenmiller Add ×3.8 +2.23pp Q4 2025
GOOGALPHABET INC Bill Ackman Reduce 2.5% +1.94pp Q4 2025
AAAlcoa Corp Stanley Druckenmiller New buy +1.73pp Q4 2025
ENTGEntegris Inc Stanley Druckenmiller New buy +1.69pp Q4 2025
LSCCLattice Semiconductor Corp Stanley Druckenmiller New buy +1.61pp Q4 2025
AMZNAmazon Com Inc Stanley Druckenmiller Add 68.8% +1.60pp Q4 2025
SESea Ltd Stanley Druckenmiller Add ×3.4 +1.60pp Q4 2025
TSMTaiwan Semiconductor Mfg Ltd Stanley Druckenmiller Reduce 29.0% −1.53pp Q4 2025
BEBloom Energy Corp Stanley Druckenmiller New buy +1.52pp Q4 2025
COGTCogent Biosciences Inc Stanley Druckenmiller Add ×2.1 +1.47pp Q4 2025
DOCUDocusign Inc Stanley Druckenmiller Reduce 39.5% −1.44pp Q4 2025
METAMeta Platforms Inc Stanley Druckenmiller Sold out −1.42pp Q4 2025
EEMIshares Tr Stanley Druckenmiller Reduce 52.5% −1.41pp Q4 2025
CRSCarpenter Technology Corp Stanley Druckenmiller Sold out −1.37pp Q4 2025
CCitigroup Inc Stanley Druckenmiller Sold out −1.33pp Q4 2025
TWLOTwilio Inc Stanley Druckenmiller Sold out −1.31pp Q4 2025
G0896C103Bbb Foods Inc Stanley Druckenmiller Add ×2.3 +1.31pp Q4 2025
BACBank America Corp Stanley Druckenmiller Sold out −1.30pp Q4 2025
EQTEqt Corp Stanley Druckenmiller Sold out −1.24pp Q4 2025
MELIMercadolibre Inc Stanley Druckenmiller Reduce 19.2% −1.22pp Q4 2025
GEVGe Vernova Inc Stanley Druckenmiller Sold out −1.21pp Q4 2025
VSTVistra Corp Stanley Druckenmiller Sold out −1.17pp Q4 2025
N62509109Newamsterdam Pharma Company Stanley Druckenmiller Add 59.6% +1.16pp Q4 2025
STUBStubhub Hldgs Inc Stanley Druckenmiller Reduce 45.9% −1.08pp Q4 2025
DALDelta Air Lines Inc Del Stanley Druckenmiller New buy +1.07pp Q4 2025
BNBROOKFIELD CORP Bill Ackman Add 49.7% −1.06pp Q4 2025
UALUnited Airls Hldgs Inc Stanley Druckenmiller New buy +0.92pp Q4 2025
LENLennar Corp Stanley Druckenmiller Sold out −0.90pp Q4 2025
DHID R Horton Inc Stanley Druckenmiller Sold out −0.88pp Q4 2025
FWONKLiberty Media Corp Del Stanley Druckenmiller Sold out −0.77pp Q4 2025
DKSDicks Sporting Goods Inc Stanley Druckenmiller Sold out −0.75pp Q4 2025
KBESpdr Series Trust Stanley Druckenmiller Sold out −0.73pp Q4 2025
ONOn Semiconductor Corp Stanley Druckenmiller New buy +0.69pp Q4 2025
OPCHOption Care Health Inc Stanley Druckenmiller Add 78.6% +0.63pp Q4 2025
PCGPg&E Corp Stanley Druckenmiller Sold out −0.63pp Q4 2025
ARMArm Holdings Plc Stanley Druckenmiller Sold out −0.60pp Q4 2025
ROKURoku Inc Stanley Druckenmiller Reduce 29.1% −0.59pp Q4 2025
G6683N103Nu Hldgs Ltd Stanley Druckenmiller Sold out −0.59pp Q4 2025
GSGoldman Sachs Group Inc Stanley Druckenmiller New buy +0.57pp Q4 2025
SMTCSemtech Corp Stanley Druckenmiller Sold out −0.55pp Q4 2025
G7997R103Seagate Technology Hldngs Pl Stanley Druckenmiller Sold out −0.52pp Q4 2025
GPCGenuine Parts Co Stanley Druckenmiller Sold out −0.51pp Q4 2025
ELVNEnliven Therapeutics Inc Stanley Druckenmiller Sold out −0.49pp Q4 2025
POSTPost Hldgs Inc Stanley Druckenmiller Sold out −0.48pp Q4 2025
STMStmicroelectronics N V Stanley Druckenmiller New buy +0.48pp Q4 2025
FIGRFigure Technology Solutio Stanley Druckenmiller Reduce 27.3% −0.47pp Q4 2025
NTRANatera Inc Stanley Druckenmiller Reduce 21.9% +0.47pp Q4 2025
SNDKSandisk Corp Stanley Druckenmiller Sold out −0.47pp Q4 2025
SYFSynchrony Financial Stanley Druckenmiller Sold out −0.47pp Q4 2025
UUnity Software Inc Stanley Druckenmiller Reduce 53.5% −0.47pp Q4 2025
ARGTGlobal X Fds Stanley Druckenmiller Sold out −0.45pp Q4 2025
YPFYpf Sociedad Anonima Stanley Druckenmiller Add ×5.3 +0.45pp Q4 2025
SCCOSouthern Copper Corp Stanley Druckenmiller New buy +0.41pp Q4 2025
RHRh Stanley Druckenmiller New buy +0.37pp Q4 2025
DAKTDaktronics Inc Stanley Druckenmiller Reduce 40.6% −0.36pp Q4 2025
ZZillow Group Inc Stanley Druckenmiller New buy +0.31pp Q4 2025
CLFCleveland-Cliffs Inc New Stanley Druckenmiller Reduce 35.7% −0.29pp Q4 2025
CDTXCidara Therapeutics Inc Stanley Druckenmiller New buy +0.26pp Q4 2025
PMPhilip Morris Intl Inc Stanley Druckenmiller New buy +0.26pp Q4 2025
COFCapital One Finl Corp Stanley Druckenmiller Sold out −0.24pp Q4 2025
HLTHILTON WORLDWIDE HLDGS INC Bill Ackman Reduce 0.1% +0.23pp Q4 2025
AALAmerican Airls Group Inc Stanley Druckenmiller New buy +0.23pp Q4 2025
AGXArgan Inc Stanley Druckenmiller New buy +0.22pp Q4 2025
G25508105Crh Plc Stanley Druckenmiller Add 20.6% +0.20pp Q4 2025
DASHDoordash Inc Stanley Druckenmiller New buy +0.19pp Q4 2025
PGNYProgyny Inc Stanley Druckenmiller New buy +0.18pp Q4 2025
PCTPurecycle Technologies Inc Stanley Druckenmiller Add 25.0% −0.18pp Q4 2025
WWDWoodward Inc Stanley Druckenmiller Reduce 6.7% +0.16pp Q4 2025
SEISolaris Energy Infras Inc Stanley Druckenmiller Sold out −0.15pp Q4 2025
MDBMongodb Inc Stanley Druckenmiller Sold out −0.14pp Q4 2025
TXRHTexas Roadhouse Inc Stanley Druckenmiller Sold out −0.13pp Q4 2025
ADMAAdma Biologics Inc Stanley Druckenmiller New buy +0.11pp Q4 2025
AEVAAeva Technologies Inc Stanley Druckenmiller Reduce 0.8% −0.11pp Q4 2025
CMGChipotle Mexican Grill Inc Stanley Druckenmiller Add 68.1% +0.11pp Q4 2025
ALMAlmonty Inds Inc Stanley Druckenmiller New buy +0.10pp Q4 2025
QSRRestaurant Brands Intl Inc Stanley Druckenmiller Add 6.9% +0.10pp Q4 2025
WOLFWolfspeed Inc Stanley Druckenmiller New buy +0.08pp Q4 2025
Y95308105Wave Life Sciences Ltd Stanley Druckenmiller New buy +0.07pp Q4 2025
CHYMChime Finl Inc Stanley Druckenmiller Sold out −0.02pp Q4 2025
WABWabtec Stanley Druckenmiller Reduce 0.8% −0.02pp Q4 2025
QSRRESTAURANT BRANDS INTL INC Bill Ackman Reduce 0.2% +0.01pp Q4 2025
NPNeptune Ins Hldgs Inc Stanley Druckenmiller New buy +0.01pp Q4 2025
CPNGCoupang Inc Stanley Druckenmiller Add 46.2% 0.00pp Q4 2025
AMZNAMAZON COM INC Warren Buffett Reduce 77.2% −0.63pp Q4 2025
CBCHUBB LIMITED Warren Buffett Add 9.3% +0.59pp Q4 2025
BACBANK AMERICA CORP Warren Buffett Reduce 8.9% −0.58pp Q4 2025
LLYVK*LIBERTY MEDIA CORP DEL Warren Buffett Sold out −0.40pp Q4 2025
LLYVKLIBERTY LIVE HOLDINGS INC Warren Buffett New buy +0.33pp Q4 2025
DVADAVITA INC Warren Buffett Reduce 1.3% −0.28pp Q4 2025
LLYVA*LIBERTY MEDIA CORP DEL Warren Buffett Sold out −0.18pp Q4 2025
CVXCHEVRON CORP NEW Warren Buffett Add 6.6% +0.15pp Q4 2025
LLYVALIBERTY LIVE HOLDINGS INC Warren Buffett New buy +0.15pp Q4 2025
POOLPOOL CORP Warren Buffett Reduce 11.3% −0.14pp Q4 2025
NYTNEW YORK TIMES CO Warren Buffett New buy +0.13pp Q4 2025
FWONKUSDLIBERTY MEDIA CORP DEL Warren Buffett Sold out −0.12pp Q4 2025
FWONKLIBERTY MEDIA CORP DEL Warren Buffett New buy +0.11pp Q4 2025
AAPLAPPLE INC Warren Buffett Reduce 4.3% −0.09pp Q4 2025
G0403H108AON PLC Warren Buffett Reduce 12.1% −0.09pp Q4 2025
STZCONSTELLATION BRANDS INC Warren Buffett Reduce 3.0% −0.03pp Q4 2025
DPZDOMINOS PIZZA INC Warren Buffett Add 12.3% +0.03pp Q4 2025
BATRKATLANTA BRAVES HLDGS INC Warren Buffett Reduce 48.4% 0.00pp Q4 2025
LAMRLAMAR ADVERTISING CO NEW Warren Buffett Add 0.0% 0.00pp Q4 2025
G9001E102LIBERTY LATIN AMERICA LTD Warren Buffett Reduce 8.9% 0.00pp Q4 2025
INSMInsmed Inc · calls Stanley Druckenmiller Sold out −6.40pp Q3 2025
IWMIshares Tr · calls Stanley Druckenmiller Reduce 32.5% −4.13pp Q3 2025
PMPhilip Morris Intl Inc Stanley Druckenmiller Sold out −3.80pp Q3 2025
ENTGEntegris Inc Stanley Druckenmiller Sold out −3.39pp Q3 2025
INSMInsmed Inc Stanley Druckenmiller Add 7.5% +3.09pp Q3 2025
COHRCoherent Corp Stanley Druckenmiller Sold out −2.64pp Q3 2025
EEMIshares Tr Stanley Druckenmiller New buy +2.58pp Q3 2025
MSFTMicrosoft Corp Stanley Druckenmiller Sold out −2.55pp Q3 2025
AMZNAmazon Com Inc Stanley Druckenmiller New buy +2.44pp Q3 2025
G3643J108Flutter Entmt Plc Stanley Druckenmiller Reduce 71.6% −2.22pp Q3 2025
LLYEli Lilly & Co Stanley Druckenmiller Sold out −2.01pp Q3 2025
FIGRFigure Technology Solutio Stanley Druckenmiller New buy +1.96pp Q3 2025
WBDWarner Bros Discovery Inc Stanley Druckenmiller Sold out −1.91pp Q3 2025
STUBStubhub Hldgs Inc Stanley Druckenmiller New buy +1.82pp Q3 2025
TEVATeva Pharmaceutical Inds Ltd Stanley Druckenmiller Add 3.9% +1.69pp Q3 2025
GOOGLALPHABET INC Warren Buffett New buy +1.62pp Q3 2025
METAMeta Platforms Inc Stanley Druckenmiller New buy +1.42pp Q3 2025
XLFSelect Sector Spdr Tr Stanley Druckenmiller Sold out −1.32pp Q3 2025
WWDWoodward Inc Stanley Druckenmiller Reduce 25.4% −1.25pp Q3 2025
GEVGe Vernova Inc Stanley Druckenmiller New buy +1.21pp Q3 2025
G25508105Crh Plc Stanley Druckenmiller New buy +1.20pp Q3 2025
VSTVistra Corp Stanley Druckenmiller New buy +1.17pp Q3 2025
GOOGLALPHABET INC Bill Ackman Reduce 9.7% +1.16pp Q3 2025
QSRRESTAURANT BRANDS INTL INC Bill Ackman Reduce 0.4% −1.07pp Q3 2025
CZRCaesars Entertainment Inc Ne Stanley Druckenmiller Sold out −1.01pp Q3 2025
DALDelta Air Lines Inc Del Stanley Druckenmiller Sold out −1.00pp Q3 2025
N62509109Newamsterdam Pharma Company Stanley Druckenmiller Add ×2.3 +1.00pp Q3 2025
BACBank America Corp Stanley Druckenmiller Add ×2.9 +0.89pp Q3 2025
CLFCleveland-Cliffs Inc New Stanley Druckenmiller New buy +0.84pp Q3 2025
GLWCorning Inc Stanley Druckenmiller Sold out −0.84pp Q3 2025
APPApplovin Corp Stanley Druckenmiller Sold out −0.80pp Q3 2025
KMIKinder Morgan Inc Del Stanley Druckenmiller Sold out −0.80pp Q3 2025
FWONKLiberty Media Corp Del Stanley Druckenmiller New buy +0.77pp Q3 2025
UALUnited Airls Hldgs Inc Stanley Druckenmiller Sold out −0.77pp Q3 2025
GSGoldman Sachs Group Inc Stanley Druckenmiller Sold out −0.76pp Q3 2025
DKSDicks Sporting Goods Inc Stanley Druckenmiller New buy +0.75pp Q3 2025
BCSBarclays Plc Stanley Druckenmiller Sold out −0.74pp Q3 2025
ILMNIllumina Inc Stanley Druckenmiller Sold out −0.73pp Q3 2025
KBESpdr Series Trust Stanley Druckenmiller New buy +0.73pp Q3 2025
AEVAAeva Technologies Inc Stanley Druckenmiller New buy +0.68pp Q3 2025
BNBROOKFIELD CORP Bill Ackman Reduce 0.3% +0.67pp Q3 2025
TWLOTwilio Inc Stanley Druckenmiller Add ×2.6 +0.67pp Q3 2025
CPNGCoupang Inc Stanley Druckenmiller Add 12.8% +0.65pp Q3 2025
LENLennar Corp Stanley Druckenmiller Add ×3.1 +0.65pp Q3 2025
GOOGLAlphabet Inc Stanley Druckenmiller New buy +0.63pp Q3 2025
DHID R Horton Inc Stanley Druckenmiller Add ×2.7 +0.63pp Q3 2025
EQTEqt Corp Stanley Druckenmiller Reduce 28.6% −0.63pp Q3 2025
PCGPg&E Corp Stanley Druckenmiller New buy +0.63pp Q3 2025
WABWabtec Stanley Druckenmiller Add 77.4% +0.63pp Q3 2025
AVGOBroadcom Inc Stanley Druckenmiller Sold out −0.61pp Q3 2025
G6683N103Nu Hldgs Ltd Stanley Druckenmiller Reduce 57.4% −0.61pp Q3 2025
ARMArm Holdings Plc Stanley Druckenmiller New buy +0.60pp Q3 2025
QSRRestaurant Brands Intl Inc Stanley Druckenmiller Add 50.6% +0.58pp Q3 2025
VRSNVERISIGN INC Warren Buffett Reduce 32.4% −0.55pp Q3 2025
SMTCSemtech Corp Stanley Druckenmiller New buy +0.55pp Q3 2025
G0896C103Bbb Foods Inc Stanley Druckenmiller Add ×3.3 +0.55pp Q3 2025
EWZIshares Inc Stanley Druckenmiller Sold out −0.54pp Q3 2025
HASHasbro Inc Stanley Druckenmiller Sold out −0.53pp Q3 2025
XPOXpo Inc Stanley Druckenmiller Sold out −0.53pp Q3 2025
DOCUDocusign Inc Stanley Druckenmiller Add 30.6% +0.52pp Q3 2025
GPCGenuine Parts Co Stanley Druckenmiller New buy +0.51pp Q3 2025
YPFYpf Sociedad Anonima Stanley Druckenmiller Reduce 83.7% −0.50pp Q3 2025
CRSCarpenter Technology Corp Stanley Druckenmiller Add 73.8% +0.48pp Q3 2025
POSTPost Hldgs Inc Stanley Druckenmiller New buy +0.48pp Q3 2025
SNDKSandisk Corp Stanley Druckenmiller New buy +0.47pp Q3 2025
SYFSynchrony Financial Stanley Druckenmiller New buy +0.47pp Q3 2025
DAKTDaktronics Inc Stanley Druckenmiller Reduce 53.3% −0.43pp Q3 2025
BMABanco Macro Sa Stanley Druckenmiller Sold out −0.40pp Q3 2025
CHYMChime Finl Inc Stanley Druckenmiller Reduce 90.7% −0.39pp Q3 2025
COGTCogent Biosciences Inc Stanley Druckenmiller New buy +0.39pp Q3 2025
AAPLAPPLE INC Warren Buffett Reduce 14.9% +0.38pp Q3 2025
ROKURoku Inc Stanley Druckenmiller Reduce 25.3% −0.38pp Q3 2025
VKTXViking Therapeutics Inc Stanley Druckenmiller Sold out −0.37pp Q3 2025
UBERUBER TECHNOLOGIES INC Bill Ackman Reduce 0.1% −0.34pp Q3 2025
GGALGrupo Financiero Galicia S.A Stanley Druckenmiller Sold out −0.30pp Q3 2025
BWXTBwx Technologies Inc Stanley Druckenmiller Sold out −0.28pp Q3 2025
DVADAVITA INC Warren Buffett Reduce 4.8% −0.27pp Q3 2025
CBCHUBB LIMITED Warren Buffett Add 15.9% +0.27pp Q3 2025
PTGXProtagonist Therapeutics Inc Stanley Druckenmiller New buy +0.27pp Q3 2025
BLDRBuilders Firstsource Inc Stanley Druckenmiller Sold out −0.25pp Q3 2025
ELVNEnliven Therapeutics Inc Stanley Druckenmiller Add ×2.0 +0.25pp Q3 2025
FCXFreeport-Mcmoran Inc Stanley Druckenmiller Sold out −0.25pp Q3 2025
CCCCcc Intelligent Solutions Hl Stanley Druckenmiller Sold out −0.24pp Q3 2025
COFCapital One Finl Corp Stanley Druckenmiller New buy +0.24pp Q3 2025
CMGChipotle Mexican Grill Inc Stanley Druckenmiller New buy +0.23pp Q3 2025
G7997R103Seagate Technology Hldngs Pl Stanley Druckenmiller Reduce 56.5% −0.21pp Q3 2025
M3760D101Elbit Sys Ltd Stanley Druckenmiller Sold out −0.21pp Q3 2025
UUnity Software Inc Stanley Druckenmiller Reduce 50.3% −0.20pp Q3 2025
BACBANK AMER CORP Warren Buffett Reduce 6.2% −0.16pp Q3 2025
NTRANatera Inc Stanley Druckenmiller Add 4.2% −0.16pp Q3 2025
OPCHOption Care Health Inc Stanley Druckenmiller Add 53.5% +0.16pp Q3 2025
SEISolaris Energy Infras Inc Stanley Druckenmiller New buy +0.15pp Q3 2025
MDBMongodb Inc Stanley Druckenmiller New buy +0.14pp Q3 2025
ARGTGlobal X Fds Stanley Druckenmiller Reduce 5.1% −0.13pp Q3 2025
TXRHTexas Roadhouse Inc Stanley Druckenmiller New buy +0.13pp Q3 2025
TMOThermo Fisher Scientific Inc Stanley Druckenmiller Sold out −0.13pp Q3 2025
CCChemours Co Stanley Druckenmiller Sold out −0.12pp Q3 2025
CCitigroup Inc Stanley Druckenmiller Reduce 22.7% −0.12pp Q3 2025
DHRDanaher Corporation Stanley Druckenmiller Sold out −0.12pp Q3 2025
ECHOEchostar Corp Stanley Druckenmiller New buy +0.12pp Q3 2025
MELIMercadolibre Inc Stanley Druckenmiller Add 8.6% −0.12pp Q3 2025
DHID R HORTON INC Warren Buffett Sold out −0.07pp Q3 2025
LENLENNAR CORP Warren Buffett Add 0.0% +0.03pp Q3 2025
DPZDOMINOS PIZZA INC Warren Buffett Add 13.2% +0.02pp Q3 2025
SIRISIRIUS XM HOLDINGS INC Warren Buffett Add 4.2% +0.02pp Q3 2025
SESea Ltd Stanley Druckenmiller Reduce 11.5% −0.02pp Q3 2025
NUENUCOR CORP Warren Buffett Reduce 3.1% −0.01pp Q3 2025
NTRANatera Inc · calls Stanley Druckenmiller Reduce 12.7% +0.01pp Q3 2025
G65163100Joby Aviation Inc Stanley Druckenmiller Sold out −0.01pp Q3 2025
LAMRLAMAR ADVERTISING CO NEW Warren Buffett Add 2.8% 0.00pp Q3 2025
LEN/BLENNAR CORP Warren Buffett Add 0.0% 0.00pp Q3 2025
PLTRPALANTIR TECHNOLOGIES INC · puts Michael Burry New buy +69.46pp Q3 2025
MOHMOLINA HEALTHCARE INC Michael Burry New buy +35.11pp Q3 2025
ELLAUDER ESTEE COS INC Michael Burry Sold out −21.55pp Q3 2025
UNHUNITEDHEALTH GROUP INC · calls Michael Burry Sold out −20.91pp Q3 2025
REGNREGENERON PHARMACEUTICALS · calls Michael Burry Sold out −20.11pp Q3 2025
SLMSLM CORP Michael Burry New buy +19.50pp Q3 2025
BRKR 6.375 09/01/28BRUKER CORP Michael Burry New buy +19.28pp Q3 2025
BRKRBRUKER CORP Michael Burry Sold out −18.31pp Q3 2025
LULULULULEMON ATHLETICA INC · calls Michael Burry Sold out −18.20pp Q3 2025
NVDANVIDIA CORPORATION · puts Michael Burry New buy +14.21pp Q3 2025
METAMETA PLATFORMS INC · calls Michael Burry Sold out −14.14pp Q3 2025
REGNREGENERON PHARMACEUTICALS Michael Burry Sold out −14.00pp Q3 2025
MELIMERCADOLIBRE INC Michael Burry Sold out −13.94pp Q3 2025
PFEPFIZER INC · calls Michael Burry New buy +11.64pp Q3 2025
UNHUNITEDHEALTH GROUP INC Michael Burry Sold out −11.09pp Q3 2025
ELLAUDER ESTEE COS INC · calls Michael Burry Sold out −7.74pp Q3 2025
JDJD.COM INC · calls Michael Burry Sold out −6.25pp Q3 2025
BABAALIBABA GROUP HLDG LTD · calls Michael Burry Sold out −5.43pp Q3 2025
LULULULULEMON ATHLETICA INC Michael Burry Add ×2.0 +4.99pp Q3 2025
HALHALLIBURTON CO · calls Michael Burry New buy +4.68pp Q3 2025
N07059210ASML HOLDING N V · calls Michael Burry Sold out −3.84pp Q3 2025
VFCV F CORP · calls Michael Burry Sold out −3.38pp Q3 2025