Stanley Druckenmiller's Portfolio

Stanley Druckenmiller

Stanley Druckenmiller

Stanley Druckenmiller

Portfolio Summary

Current Holdings

52

Net Change

-45

New Positions

22

Exited Positions

45

Portfolio Details

StockSector
% of Portfolio
ValueRecent ActivityShares
NTRA
NTRANatera Inc
Healthcare
15.72%
$481.12K
REDUCE
3,402,330
TEVA
TEVATeva Pharmaceutical ...
Healthcare
7.47%
$228.70K
BUY
14,879,750
CPNG
CPNGCoupang Inc
Consumer Discretionary
6.67%
$204.01K
REDUCE
9,302,634
WWD
WWDWoodward Inc
Industrials
6.55%
$200.33K
BUY
1,097,750
PM
PMPhilip Morris Intl I...
Consumer Staples
5.73%
$175.44K
REDUCE
1,105,268
COHR
COHRCoherent Corp
Technology
4.72%
$144.30K
REDUCE
2,222,070
MELI
MELIMercadolibre Inc
Consumer Discretionary
3.43%
$104.81K
BUY
53,725
INSM
INSMInsmed Inc
Healthcare
3.41%
$104.44K
BUY
1,369,050
TSM
TSMTaiwan Semiconductor...
Technology
3.25%
$99.40K
BUY
598,780
DOCU
DOCUDocusign Inc
Technology
2.86%
$87.48K
NEW
1,074,655
Showing 10 of 52 holdings

Buy

New Positions

  • Docusign Inc
    DOCUDocusign Inc

    2.86%

    + 1.1M shares

  • Eli Lilly & Co
    LLYEli Lilly & Co

    2.56%

    + 94.8K shares

  • Ccc Intelligent Solutions Hl
    CCCSCcc Intelligent Solutions Hl

    1.65%

    + 5.6M shares

  • Eqt Corp
    EQTEqt Corp

    1.50%

    + 859.3K shares

  • Delta Air Lines Inc Del
    DALDelta Air Lines Inc Del

    1.35%

    + 949.5K shares

Showing 5 of 22 positions

Increased Positions

  • Teva Pharmaceutical Inds Ltd
    TEVATeva Pharmaceutical Inds Ltd

    7.47%

    +13.5M shares

  • Woodward Inc
    WWDWoodward Inc

    6.55%

    +40.0K shares

  • Mercadolibre Inc
    MELIMercadolibre Inc

    3.43%

    +5.6K shares

  • Insmed Inc
    INSMInsmed Inc

    3.41%

    +1.3M shares

  • Taiwan Semiconductor Mfg Ltd
    TSMTaiwan Semiconductor Mfg Ltd

    3.25%

    +541.4K shares

Showing 5 of 16 positions

Sell

Exited Positions

  • Spdr Ser Tr
    RWRSpdr Ser Tr

    0%

    -2.1M shares

  • Philip Morris Intl Inc
    PMPhilip Morris Intl Inc

    0%

    -472.2K shares

  • Ihs Holding Limited
    IHSIhs Holding Limited

    0%

    -770.3K shares

  • Ge Vernova Inc
    GEVGe Vernova Inc

    0%

    -29.3K shares

  • Starbucks Corp
    SBUXStarbucks Corp

    0%

    -52.3K shares

Showing 5 of 45 positions

Reduced Positions

  • Natera Inc
    NTRANatera Inc

    15.72%

    -164.5K shares

  • Coupang Inc
    CPNGCoupang Inc

    6.67%

    -2.4M shares

  • Philip Morris Intl Inc
    PMPhilip Morris Intl Inc

    5.73%

    -29.4K shares

  • Coherent Corp
    COHRCoherent Corp

    4.72%

    -756.5K shares

  • Kinder Morgan Inc Del
    KMIKinder Morgan Inc Del

    1.54%

    -957.9K shares

Showing 5 of 11 positions

Top Sectors & Industries