Stock IdeasSep. 02, 2025 9:37 PM ETENTG, MSFT, WBD, C, QSR, SE, NU, U, TEVA, TSM, LLY, DAKT, NTRA, WWD, PM, DAL, KMI, YPF, WAB, MELI, QSR:CA, MSFT:CA, TEVJF, LLY:CA, TSMWF, CITI:CA, CRESY, IRS, GGAL, EDN, AMZN, ASND, COF, INSM, FLUT, ROKU, DOCU, EQT, CPNG, COHR, CZR, CCCS, VRNA, BCS, BMA, FCX, PCT, STX, TWLO, UALJohn Vincent25.6K FollowersDuquesne Family Office's 13F portfolio grew to $4.07B in Q2 2025, with concentrated bets in healthcare and technology leaders like Natera, Teva, and Insmed.Significant new positions were initiated in Entegris, Microsoft, Warner Bros Discovery, Citigroup, and Sea Ltd, reflecting confidence in both tech and financial sectors.Major stake increases occurred in Insmed, Teva, Taiwan Semi, Roku, and DocuSign, while Natera, Woodward, and Philip Morris saw notable trimming as gains were realized.The portfolio reflects Druckenmiller’s trend-following approach, with dynamic position sizing and active management to capitalize on market opportunities and mitigate risk.cagkansayin/iStock via Getty ImagesThis 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 FormThis article was written byJohn Vincent25.6K FollowersFocused on analyzing 13F reports & building tools to help DIY investors generate absolute returns through exploiting inefficiency, volatility, and momentum. Asymmetric Bets Focus. Broader commentary for DIY investors at Substack: https://diyabsolutereturns.substack.com/ . Check out my new book Demystifying Bitcoin - Paving the Way to Global Digital Money: https://t.co/edXb1HbihuAnalyst’s Disclosure:I/we have a beneficial long position in the shares of WBD, AMZN either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.CommentsRecommended For You