Stanley Druckenmiller's Q2 2025 Portfolio Update: Significant Reduction in Coupang Inc., New Buys in Entegris, Microsoft, and Warner Bros. Discovery

Friday, Aug 15, 2025 6:38 pm ET1min read

Stanley Druckenmiller's investment portfolio for Q2 2025 shows significant changes, including a 3.73% reduction in Coupang Inc shares. Notable additions include Entegris Inc, Microsoft Corp, and Warner Bros. Discovery Inc. Key position increases include Insmed Inc and Roku Inc. He completely exited 15 holdings, including Capital One Financial Corp and SpringWorks Therapeutics Inc.

Stanley Druckenmiller, the renowned investor and co-founder of Duquesne Capital, has made significant adjustments to his investment portfolio for the second quarter of 2025. One of the most notable changes is a 3.73% reduction in Coupang Inc shares, reflecting a strategic shift in his holdings [1].

The reduction in Coupang Inc shares is part of a broader rebalancing of Druckenmiller's portfolio. Notable additions include Entegris Inc, Microsoft Corp, and Warner Bros. Discovery Inc. Additionally, Druckenmiller increased his positions in Insmed Inc and Roku Inc, indicating a focus on growth opportunities in the technology and healthcare sectors [1].

Druckenmiller also made several exits from his portfolio. He completely exited 15 holdings, including Capital One Financial Corp and SpringWorks Therapeutics Inc. These exits suggest a reassessment of risk and potential, aligning with his long-term investment strategy [1].

The changes in Druckenmiller's portfolio reflect his ongoing analysis of market conditions and the potential of various sectors. His strategic adjustments highlight the importance of staying agile and responsive to evolving market dynamics.

References:
[1] https://www.marketbeat.com/instant-alerts/filing-7666520-shares-in-coupang-inc-nysecpng-acquired-by-gqg-partners-llc-2025-08-13/
[2] https://www.marketscreener.com/news/entegris-insider-sold-shares-worth-707-223-according-to-a-recent-sec-filing-ce7c51d9dc8cff23

Stanley Druckenmiller's Q2 2025 Portfolio Update: Significant Reduction in Coupang Inc., New Buys in Entegris, Microsoft, and Warner Bros. Discovery

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