Stanley Druckenmiller Portfolio: Top Holdings in September 2025
Stanley Druckenmiller's top holdings (September 2025) include Natera Inc (NTRA), a company specializing in genetic testing services for various medical applications.
Stanley Druckenmiller is the founder and chairman of Duquesne Family Office LLC. He is known for his macro-driven investment approach, focusing on identifying major economic trends and dislocations. His investment focus often spans global equities, fixed income, and currencies.
Natera Inc (NTRA)
Natera Inc. is a diagnostics company that offers advanced genetic testing services. Their primary focus includes cell-free DNA technology for prenatal testing, oncology, and organ transplantation. The company has a market capitalization of $23.09 billion, with Stanley Druckenmiller's position currently valued at $519.08 million. Analysts have set a price target of $195.0 for Natera.
Here's an overview of Stanley Druckenmiller's trades in Natera Inc:
Insmed Inc (INSM)
Insmed Inc. is a biopharmaceutical company dedicated to developing and commercializing therapies for serious and rare diseases, particularly those affecting the lungs. The company's market cap stands at $28.77 billion, while the current value of Stanley Druckenmiller's holding is $306.69 million. Analysts project a price target of $140.0 for Insmed.
Here's an overview of Stanley Druckenmiller's trades in Insmed Inc:
Teva- Pharmaceutical Industries Ltd. - ADR (TEVA)
Teva Pharmaceutical Industries Ltd. is a global pharmaceutical company recognized for its extensive portfolio of generic drugs, specialty medicines, and over-the-counter products. It serves patients across various therapeutic areas worldwide. With a market capitalization of $21.08 billion, this holding in Stanley Druckenmiller's portfolio is currently worth $293.51 million. The discounted cash flow analysis for the company suggests a value of $3.08 per share.
Here's an overview of Stanley Druckenmiller's trades in Teva- Pharmaceutical Industries Ltd. - ADR:
Woodward Inc (WWD)
Woodward Inc. is an independent designer, manufacturer, and service provider of energy control and optimization solutions. The company primarily serves the aerospace and industrial markets, providing systems that enhance fuel efficiency and reduce emissions. The market capitalization for Woodward Inc. is $14.8 billion. The current value of Stanley Druckenmiller's position in the company is $209.53 million. Industry analysts have set a price target of $249.5, with a discounted cash flow valuation for the company indicating a value of $123.69 per share.
Here's an overview of Stanley Druckenmiller's trades in Woodward Inc:
Taiwan Semiconductor Manufacturing - ADR (TSM)
Taiwan Semiconductor Manufacturing Company (TSMC) is a leading global semiconductor foundry, manufacturing integrated circuits for a diverse client base. The company is renowned for its advanced process technologies used in various high-tech applications. The company holds a substantial market capitalization of $1.2 trillion. Stanley Druckenmiller's investment in this company is currently valued at $176.64 million. Analysts project a price target of $265.0, with a discounted cash flow valuation pointing to $722.13 per share.
Here's an overview of Stanley Druckenmiller's trades in Taiwan Semiconductor Manufacturing - ADR: