TEVA Reddit Mentions | ChartExchange

Stanley Druckenmiller’s Duquesne Family Office just released its Q1 2025 13F, showing a sharper, more concentrated portfolio. The hedge fund reduced total holdings from 78 to 52 and cut over $663 million in equity exposure.
**Duquesne Family Office Portfolio Snapshot – Q1 2025**
**Total Portfolio Value:** $3.06 billion
**Number of Holdings:** 52
**Previous Quarter (Q4 2024):** $3.72 billion, 78 holdings
**New Holdings This Quarter**
* **DocuSign (DOCU):** 1.07 million shares | $87.48 million
* **CCC Intelligent Solutions (CCCS):** 5.6 million shares | $50.52 million
* **EQT Corporation (EQT):** 859,345 shares | $45.92 million
* **Caesars Entertainment (CZR):** 1.55 million shares | $38.71 million
* **Twilio (TWLO):** 362,155 shares | $35.46 million
* **Capital One Financial (COF):** 197,670 shares | $35.44 million
* **Roku (ROKU):** 493,600 shares | $34.77 million
* **BridgeBio Pharma (BBIO):** 438,050 shares | $15.14 million
* **Chesapeake Energy (CHK):** 97,700 shares | $10.88 million
* **AppLovin (APP):** 40,200 shares | $10.65 million
* **Antero Resources (AR):** 258,400 shares | $10.45 million
* **Impinj (PI):** 108,475 shares | $9.84 million
**Top Continuing Holdings (Q1 2025)**
1. **Natera (NTRA):** $481.1M, trimmed by 5%
2. **Teva Pharma (TEVA):** $228.7M, increased 65%
3. **Coupang (CPNG):** $204.0M, increased 5%
4. **Woodward (WWD):** $200.3M, cut 10%
5. **Philip Morris Intl (PM):** $175.4M, cut 18%
6. **Coherent (COHR):** $144.3M, cut 21%
7. **MercadoLibre (MELI):** $104.8M, unchanged
8. **Insmed (INSM):** $104.4M, increased 131%
9. **Taiwan Semiconductor (TSMC):** $99.4M, increased 457%
Druckenmiller exited 26 positions and narrowed focus to tech, energy, and select consumer names. Notably, he built exposure to semiconductors (TSMC), digital docs (DocuSign), and next-gen media (Roku).
From a $3.72B portfolio in Q4 2024 to $3.06B now.
Compared to Q4, Druckenmiller trimmed core healthcare positions and went heavier into AI infrastructure (TSMC), cloud platforms (DOCU, TWLO), and energy (EQT, AR, CHK).
For anyone tracking his healthcare bets (like me), this quarter's shift is worth noting. It could be a sign he's hedging defensively or simply rotating into sectors with more upside in a rising-rate, tariff-heavy environment. Some of these stocks are actually worth adding to watchlist like TWLO and ROKU. Do u guys hold some of these?