Theme
Health care
Current exposure and quarter activity across tracked funds. Theme classifications are editorial and may vary by fund taxonomy.
Current reported exposure$1.3B
Tagged bought / added$132M
Tagged sold / reduced$608M
Tracked funds1
Tracked fund exposure
Duquesne Family Office LLC
Stanley Druckenmiller · Q4 2025 filed 2026-02-17
28.9% of reported 13F $1.3B
Biopharma, diagnostics, care delivery, and adjacent health-care services.
Largest tracked holdings
| Ticker | Name | Value | Instrument |
|---|---|---|---|
| NTRA | NATERA INC | $575M | SH |
| INSM | INSMED INC | $258M | SH |
| TEVA | TEVA PHARMACEUTICAL-SP ADR | $183M | SH |
| NAMS | NEWAMSTERDAM PHARMA COMPANY NV | $108M | SH |
| COGT | COGENT BIOSCIENCES INC | $79M | SH |
| OPCH | OPTION CARE HEALTH INC | $56M | SH |
| PTGX | PROTAGONIST THERAPEUTICS INC | $14M | SH |
| CDTX | CIDARA THERAPEUTICS INC | $11M | SH |
Quarter activity
| Ticker | Action | Value |
|---|---|---|
| TEVA | Trimmed | -$217M |
| INSM | Trimmed | -$136M |
| NTRA | Trimmed | -$113M |
| VRNA | Closed | -$107M |
| COGT | Added | +$41M |
| NAMS | Added | +$40M |
| OPCH | Added | +$24M |
| ELVN | Closed | -$19M |