Theme
Consumer platforms
Current exposure and quarter activity across tracked funds. Theme classifications are editorial and may vary by fund taxonomy.
Current reported exposure$1.2B
Tagged bought / added$426M
Tagged sold / reduced$385M
Tracked funds1
Tracked fund exposure
Duquesne Family Office LLC
Stanley Druckenmiller · Q4 2025 filed 2026-02-17
25.8% of reported 13F $1.2B
Internet marketplaces, consumer apps, restaurants, staples, and other consumer-facing platforms.
Largest tracked holdings
| Ticker | Name | Value | Instrument |
|---|---|---|---|
| AMZN | AMAZON.COM INC | $170M | SH |
| CPNG | COUPANG INC | $160M | SH |
| GOOGL | ALPHABET INC-CL A | $121M | SH |
| SE | SEA LTD-ADR | $120M | SH |
| MELI | MERCADOLIBRE INC | $95M | SH |
| TBBB | BBB FOODS INC | $89M | SH |
| QSR | RESTAURANT BRANDS INTERN | $82M | SH |
| DOCU | DOCUSIGN INC | $70M | SH |
Quarter activity
| Ticker | Action | Value |
|---|---|---|
| GOOGL | Added | +$89M |
| SE | Added | +$85M |
| AMZN | Added | +$69M |
| META | Closed | -$56M |
| CPNG | Added | +$50M |
| TBBB | Added | +$50M |
| DOCU | Trimmed | -$48M |
| LEN | Closed | -$35M |