Natera
Natera Inc
Mkt Val
$517,443,000.00
P&L
+$0.00 (+0.00%)
Price
$1.00
Weight
13.26%
BACK TO GURUS&background=18181b&color=f59e0b)
13F FILING • September 30, 2025
Stanley Druckenmiller (Duquesne)
Duquesne
Assets Under Management
Total market value of reported 13F holdings
$3.9B
+0.00%
Top Conviction
Largest holding by portfolio weight
Natera
+0.00%
Holdings Count
Number of positions reported
49
Report Date
Date of the 13F filing
September 30, 2025
[ PORTFOLIO VIEW ]|Category Analysis
49 positions
Active Filter
All|49 assets
Total Value
$3,903,103,000.00
Total P&L
+$0.00(+0.00%)
Top Movers
▲—
▼—
[ POSITIONS ]|49 assets
LIVE
Insmed
Insmed Inc
Mkt Val
$348,999,000.00
P&L
+$0.00 (+0.00%)
Price
$1.00
Weight
8.94%
Teva
Teva Pharmaceutical Inds Ltd
Mkt Val
$335,197,000.00
P&L
+$0.00 (+0.00%)
Price
$1.00
Weight
8.59%
Taiwan
Taiwan Semiconductor Mfg Ltd
Mkt Val
$213,681,000.00
P&L
+$0.00 (+0.00%)
Price
$1.00
Weight
5.47%
Woodward
Woodward Inc
Mkt Val
$159,969,000.00
P&L
+$0.00 (+0.00%)
Price
$1.00
Weight
4.10%
Ishares
Ishares Tr
Mkt Val
$156,143,000.00
P&L
+$0.00 (+0.00%)
Price
$1.00
Weight
4.00%
Coupang
Coupang Inc
Mkt Val
$149,187,000.00
P&L
+$0.00 (+0.00%)
Price
$1.00
Weight
3.82%
Mercadolibre
Mercadolibre Inc
Mkt Val
$136,346,000.00
P&L
+$0.00 (+0.00%)
Price
$1.00
Weight
3.49%
Docusign
Docusign Inc
Mkt Val
$121,540,000.00
P&L
+$0.00 (+0.00%)
Price
$1.00
Weight
3.11%
Verona
Verona Pharma Plc
Mkt Val
$106,932,000.00
P&L
+$0.00 (+0.00%)
Price
$1.00
Weight
2.74%
Amazon
Amazon Com Inc
Mkt Val
$95,967,000.00
P&L
+$0.00 (+0.00%)
Price
$1.00
Weight
2.46%
Roku
Roku Inc
Mkt Val
$82,350,000.00
P&L
+$0.00 (+0.00%)
Price
$1.00
Weight
2.11%
Figure
Figure Technology Solutio
Mkt Val
$76,989,000.00
P&L
+$0.00 (+0.00%)
Price
$1.00
Weight
1.97%
Restaurant
Restaurant Brands Intl Inc
Mkt Val
$72,566,000.00
P&L
+$0.00 (+0.00%)
Price
$1.00
Weight
1.86%
Stubhub
Stubhub Hldgs Inc
Mkt Val
$71,730,000.00
P&L
+$0.00 (+0.00%)
Price
$1.00
Weight
1.84%
Wabtec
Wabtec
Mkt Val
$60,624,000.00
P&L
+$0.00 (+0.00%)
Price
$1.00
Weight
1.55%
Spdr
Spdr S&P 500 Etf Tr
Mkt Val
$59,956,000.00
P&L
+$0.00 (+0.00%)
Price
$1.00
Weight
1.54%
Meta
Meta Platforms Inc
Mkt Val
$55,886,000.00
P&L
+$0.00 (+0.00%)
Price
$1.00
Weight
1.43%
Newamsterdam
Newamsterdam Pharma Company
Mkt Val
$54,710,000.00
P&L
+$0.00 (+0.00%)
Price
$1.00
Weight
1.40%
Carpenter
Carpenter Technology Corp
Mkt Val
$54,027,000.00
P&L
+$0.00 (+0.00%)
Price
$1.00
Weight
1.38%
Citigroup
Citigroup Inc
Mkt Val
$52,257,000.00
P&L
+$0.00 (+0.00%)
Price
$1.00
Weight
1.34%
Twilio
Twilio Inc
Mkt Val
$51,326,000.00
P&L
+$0.00 (+0.00%)
Price
$1.00
Weight
1.32%
Bank
Bank America Corp
Mkt Val
$51,035,000.00
P&L
+$0.00 (+0.00%)
Price
$1.00
Weight
1.31%
Sea
Sea Ltd
Mkt Val
$49,008,000.00
P&L
+$0.00 (+0.00%)
Price
$1.00
Weight
1.26%
Eqt
Eqt Corp
Mkt Val
$48,712,000.00
P&L
+$0.00 (+0.00%)
Price
$1.00
Weight
1.25%
Ge
Ge Vernova Inc
Mkt Val
$47,544,000.00
P&L
+$0.00 (+0.00%)
Price
$1.00
Weight
1.22%
Crh
Crh Plc
Mkt Val
$47,219,000.00
P&L
+$0.00 (+0.00%)
Price
$1.00
Weight
1.21%
Vistra
Vistra Corp
Mkt Val
$45,842,000.00
P&L
+$0.00 (+0.00%)
Price
$1.00
Weight
1.17%
Unity
Unity Software Inc
Mkt Val
$35,335,000.00
P&L
+$0.00 (+0.00%)
Price
$1.00
Weight
0.91%
Lennar
Lennar Corp
Mkt Val
$35,219,000.00
P&L
+$0.00 (+0.00%)
Price
$1.00
Weight
0.90%
D
D R Horton Inc
Mkt Val
$34,767,000.00
P&L
+$0.00 (+0.00%)
Price
$1.00
Weight
0.89%
Cleveland-Cliffs
Cleveland-Cliffs Inc New
Mkt Val
$33,123,000.00
P&L
+$0.00 (+0.00%)
Price
$1.00
Weight
0.85%
Bbb
Bbb Foods Inc
Mkt Val
$31,897,000.00
P&L
+$0.00 (+0.00%)
Price
$1.00
Weight
0.82%
Purecycle
Purecycle Technologies Inc
Mkt Val
$30,286,000.00
P&L
+$0.00 (+0.00%)
Price
$1.00
Weight
0.78%
Liberty
Liberty Media Corp Del
Mkt Val
$30,123,000.00
P&L
+$0.00 (+0.00%)
Price
$1.00
Weight
0.77%
Daktronics
Daktronics Inc
Mkt Val
$30,061,000.00
P&L
+$0.00 (+0.00%)
Price
$1.00
Weight
0.77%
Dicks
Dicks Sporting Goods Inc
Mkt Val
$29,427,000.00
P&L
+$0.00 (+0.00%)
Price
$1.00
Weight
0.75%
Flutter
Flutter Entmt Plc
Mkt Val
$29,272,000.00
P&L
+$0.00 (+0.00%)
Price
$1.00
Weight
0.75%
Spdr
Spdr Series Trust
Mkt Val
$28,646,000.00
P&L
+$0.00 (+0.00%)
Price
$1.00
Weight
0.73%
Option
Option Care Health Inc
Mkt Val
$27,141,000.00
P&L
+$0.00 (+0.00%)
Price
$1.00
Weight
0.70%
Aeva
Aeva Technologies Inc
Mkt Val
$26,670,000.00
P&L
+$0.00 (+0.00%)
Price
$1.00
Weight
0.68%
Pg&E
Pg&E Corp
Mkt Val
$24,871,000.00
P&L
+$0.00 (+0.00%)
Price
$1.00
Weight
0.64%
Alphabet
Alphabet Inc
Mkt Val
$24,845,000.00
P&L
+$0.00 (+0.00%)
Price
$1.00
Weight
0.64%
Arm
Arm Holdings Plc
Mkt Val
$23,756,000.00
P&L
+$0.00 (+0.00%)
Price
$1.00
Weight
0.61%
Nu
Nu Hldgs Ltd
Mkt Val
$23,281,000.00
P&L
+$0.00 (+0.00%)
Price
$1.00
Weight
0.60%
Semtech
Semtech Corp
Mkt Val
$21,543,000.00
P&L
+$0.00 (+0.00%)
Price
$1.00
Weight
0.55%
Seagate
Seagate Technology Hldngs Pl
Mkt Val
$20,278,000.00
P&L
+$0.00 (+0.00%)
Price
$1.00
Weight
0.52%
Genuine
Genuine Parts Co
Mkt Val
$19,984,000.00
P&L
+$0.00 (+0.00%)
Price
$1.00
Weight
0.51%
Enliven
Enliven Therapeutics Inc
Mkt Val
$19,393,000.00
P&L
+$0.00 (+0.00%)
Price
$1.00
Weight
0.50%
ASSET | QTY | AVG | LAST | DAY % | MKT VAL | WEIGHT | P&L | RETURN | |
|---|---|---|---|---|---|---|---|---|---|
NA NateraNatera Inc | 517,443,000 | $1.00 | $1.00 | 0.00% | $517,443,000.00 | 13.26% | +$0.00 | +0.00% | |
IN InsmedInsmed Inc | 348,999,000 | $1.00 | $1.00 | 0.00% | $348,999,000.00 | 8.94% | +$0.00 | +0.00% | |
TE TevaTeva Pharmaceutical Inds Ltd | 335,197,000 | $1.00 | $1.00 | 0.00% | $335,197,000.00 | 8.59% | +$0.00 | +0.00% | |
TA TaiwanTaiwan Semiconductor Mfg Ltd | 213,681,000 | $1.00 | $1.00 | 0.00% | $213,681,000.00 | 5.47% | +$0.00 | +0.00% | |
WO WoodwardWoodward Inc | 159,969,000 | $1.00 | $1.00 | 0.00% | $159,969,000.00 | 4.10% | +$0.00 | +0.00% | |
IS IsharesIshares Tr | 156,143,000 | $1.00 | $1.00 | 0.00% | $156,143,000.00 | 4.00% | +$0.00 | +0.00% | |
CO CoupangCoupang Inc | 149,187,000 | $1.00 | $1.00 | 0.00% | $149,187,000.00 | 3.82% | +$0.00 | +0.00% | |
ME MercadolibreMercadolibre Inc | 136,346,000 | $1.00 | $1.00 | 0.00% | $136,346,000.00 | 3.49% | +$0.00 | +0.00% | |
DO DocusignDocusign Inc | 121,540,000 | $1.00 | $1.00 | 0.00% | $121,540,000.00 | 3.11% | +$0.00 | +0.00% | |
VE VeronaVerona Pharma Plc | 106,932,000 | $1.00 | $1.00 | 0.00% | $106,932,000.00 | 2.74% | +$0.00 | +0.00% | |
AM AmazonAmazon Com Inc | 95,967,000 | $1.00 | $1.00 | 0.00% | $95,967,000.00 | 2.46% | +$0.00 | +0.00% | |
RO RokuRoku Inc | 82,350,000 | $1.00 | $1.00 | 0.00% | $82,350,000.00 | 2.11% | +$0.00 | +0.00% | |
FI FigureFigure Technology Solutio | 76,989,000 | $1.00 | $1.00 | 0.00% | $76,989,000.00 | 1.97% | +$0.00 | +0.00% | |
RE RestaurantRestaurant Brands Intl Inc | 72,566,000 | $1.00 | $1.00 | 0.00% | $72,566,000.00 | 1.86% | +$0.00 | +0.00% | |
ST StubhubStubhub Hldgs Inc | 71,730,000 | $1.00 | $1.00 | 0.00% | $71,730,000.00 | 1.84% | +$0.00 | +0.00% | |
WA Wabtec | 60,624,000 | $1.00 | $1.00 | 0.00% | $60,624,000.00 | 1.55% | +$0.00 | +0.00% | |
SP SpdrSpdr S&P 500 Etf Tr | 59,956,000 | $1.00 | $1.00 | 0.00% | $59,956,000.00 | 1.54% | +$0.00 | +0.00% | |
ME MetaMeta Platforms Inc | 55,886,000 | $1.00 | $1.00 | 0.00% | $55,886,000.00 | 1.43% | +$0.00 | +0.00% | |
NE NewamsterdamNewamsterdam Pharma Company | 54,710,000 | $1.00 | $1.00 | 0.00% | $54,710,000.00 | 1.40% | +$0.00 | +0.00% | |
CA CarpenterCarpenter Technology Corp | 54,027,000 | $1.00 | $1.00 | 0.00% | $54,027,000.00 | 1.38% | +$0.00 | +0.00% | |
CI CitigroupCitigroup Inc | 52,257,000 | $1.00 | $1.00 | 0.00% | $52,257,000.00 | 1.34% | +$0.00 | +0.00% | |
TW TwilioTwilio Inc | 51,326,000 | $1.00 | $1.00 | 0.00% | $51,326,000.00 | 1.32% | +$0.00 | +0.00% | |
BA BankBank America Corp | 51,035,000 | $1.00 | $1.00 | 0.00% | $51,035,000.00 | 1.31% | +$0.00 | +0.00% | |
SE SeaSea Ltd | 49,008,000 | $1.00 | $1.00 | 0.00% | $49,008,000.00 | 1.26% | +$0.00 | +0.00% | |
EQ EqtEqt Corp | 48,712,000 | $1.00 | $1.00 | 0.00% | $48,712,000.00 | 1.25% | +$0.00 | +0.00% | |
GE GeGe Vernova Inc | 47,544,000 | $1.00 | $1.00 | 0.00% | $47,544,000.00 | 1.22% | +$0.00 | +0.00% | |
CR CrhCrh Plc | 47,219,000 | $1.00 | $1.00 | 0.00% | $47,219,000.00 | 1.21% | +$0.00 | +0.00% | |
VI VistraVistra Corp | 45,842,000 | $1.00 | $1.00 | 0.00% | $45,842,000.00 | 1.17% | +$0.00 | +0.00% | |
UN UnityUnity Software Inc | 35,335,000 | $1.00 | $1.00 | 0.00% | $35,335,000.00 | 0.91% | +$0.00 | +0.00% | |
LE LennarLennar Corp | 35,219,000 | $1.00 | $1.00 | 0.00% | $35,219,000.00 | 0.90% | +$0.00 | +0.00% | |
D DD R Horton Inc | 34,767,000 | $1.00 | $1.00 | 0.00% | $34,767,000.00 | 0.89% | +$0.00 | +0.00% | |
CL Cleveland-CliffsCleveland-Cliffs Inc New | 33,123,000 | $1.00 | $1.00 | 0.00% | $33,123,000.00 | 0.85% | +$0.00 | +0.00% | |
BB BbbBbb Foods Inc | 31,897,000 | $1.00 | $1.00 | 0.00% | $31,897,000.00 | 0.82% | +$0.00 | +0.00% | |
PU PurecyclePurecycle Technologies Inc | 30,286,000 | $1.00 | $1.00 | 0.00% | $30,286,000.00 | 0.78% | +$0.00 | +0.00% | |
LI LibertyLiberty Media Corp Del | 30,123,000 | $1.00 | $1.00 | 0.00% | $30,123,000.00 | 0.77% | +$0.00 | +0.00% | |
DA DaktronicsDaktronics Inc | 30,061,000 | $1.00 | $1.00 | 0.00% | $30,061,000.00 | 0.77% | +$0.00 | +0.00% | |
DI DicksDicks Sporting Goods Inc | 29,427,000 | $1.00 | $1.00 | 0.00% | $29,427,000.00 | 0.75% | +$0.00 | +0.00% | |
FL FlutterFlutter Entmt Plc | 29,272,000 | $1.00 | $1.00 | 0.00% | $29,272,000.00 | 0.75% | +$0.00 | +0.00% | |
SP SpdrSpdr Series Trust | 28,646,000 | $1.00 | $1.00 | 0.00% | $28,646,000.00 | 0.73% | +$0.00 | +0.00% | |
OP OptionOption Care Health Inc | 27,141,000 | $1.00 | $1.00 | 0.00% | $27,141,000.00 | 0.70% | +$0.00 | +0.00% | |
AE AevaAeva Technologies Inc | 26,670,000 | $1.00 | $1.00 | 0.00% | $26,670,000.00 | 0.68% | +$0.00 | +0.00% | |
PG Pg&EPg&E Corp | 24,871,000 | $1.00 | $1.00 | 0.00% | $24,871,000.00 | 0.64% | +$0.00 | +0.00% | |
AL AlphabetAlphabet Inc | 24,845,000 | $1.00 | $1.00 | 0.00% | $24,845,000.00 | 0.64% | +$0.00 | +0.00% | |
AR ArmArm Holdings Plc | 23,756,000 | $1.00 | $1.00 | 0.00% | $23,756,000.00 | 0.61% | +$0.00 | +0.00% | |
NU NuNu Hldgs Ltd | 23,281,000 | $1.00 | $1.00 | 0.00% | $23,281,000.00 | 0.60% | +$0.00 | +0.00% | |
SE SemtechSemtech Corp | 21,543,000 | $1.00 | $1.00 | 0.00% | $21,543,000.00 | 0.55% | +$0.00 | +0.00% | |
SE SeagateSeagate Technology Hldngs Pl | 20,278,000 | $1.00 | $1.00 | 0.00% | $20,278,000.00 | 0.52% | +$0.00 | +0.00% | |
GE GenuineGenuine Parts Co | 19,984,000 | $1.00 | $1.00 | 0.00% | $19,984,000.00 | 0.51% | +$0.00 | +0.00% | |
EN EnlivenEnliven Therapeutics Inc | 19,393,000 | $1.00 | $1.00 | 0.00% | $19,393,000.00 | 0.50% | +$0.00 | +0.00% |
49 positions|49 in profit0 in loss|Sorted by: MKT VAL
SINCE PURCHASE:+$0.00 (+0.00%)
MKT VAL:$3,903,103,000.00
Daily SummaryPortfolio Performance
Wed, Sep 16
Today's P&L
+$0.00
Compared with the previous close
Market breadth0 up/0 down
Best performer / today
No data
Worst performer / today
No data
What moved your portfolio
P&LNo data
Share of absolute daily P&L across all positions.
49 positions|0 up,0 down
[ INTRADAY ]|DAILY.SUM