Stanley Druckenmiller / Portfolio / 2025-Q1

    Company Shares Market value Share price
    Natera, Inc. 3.4M $481M $141
    Teva Pharmaceutical Industries Limited 15M $229M $15
    Coupang, Inc. 9.3M $204M $22
    Woodward, Inc. 1.1M $200M $182
    Philip Morris International Inc. 1.1M $175M $159
    Coherent, Inc. 2.2M $144M $65
    MercadoLibre, Inc. 54K $105M $2K
    Insmed Incorporated 1.4M $104M $76
    Taiwan Semiconductor Manufacturing Company Limited 599K $99M $166
    DocuSign, Inc. 1.1M $87M $81
    Flutter Entmt Plc 377K $84M $221
    Eli Lilly and Company 95K $78M $826
    YPF Sociedad AnĂ³nima 2.1M $73M $35
    Verona Pharma plc 1M $64M $63
    Barclays PLC 3.8M $59M $15
    Delta Air Lines, Inc. 1.3M $56M $44
    Westinghouse Air Brake Technologies Corporation 301K $55M $181
    CCC Intelligent Solutions Holdings Inc. 5.6M $51M $9
    Kinder Morgan, Inc. 1.7M $47M $29
    EQT Corporation 859K $46M $53
    United Airlines Holdings, Inc. 595K $41M $69
    Seagate Technology Hldngs Pl 466K $40M $85
    Caesars Entertainment, Inc. 1.5M $39M $25
    Freeport-McMoRan Inc. 1M $39M $38
    Daktronics, Inc. 3.1M $37M $12
    Global X Fds 444K $36M $81
    Twilio Inc. 362K $35M $98
    Capital One Financial Corporation 198K $35M $179
    Roku, Inc. 494K $35M $70
    Banco Macro S.A. 432K $33M $76
    SpringWorks Therapeutics, Inc. 616K $27M $44
    Amazon.com, Inc. 137K $26M $190
    Ascendis Pharma A/S 159K $25M $156
    PureCycle Technologies, Inc. 3.4M $23M $6.9
    Grupo Financiero Galicia S.A. 381K $21M $54
    Brookfield Corporation 316K $17M $52
    Newamsterdam Pharma Company 800K $16M $20
    Teck Resources Ltd 432K $16M $36
    BridgeBio Pharma, Inc. 438K $15M $35
    Flex Ltd 349K $12M $33
    Chesapeake Energy Corporation 98K $11M $111
    AppLovin Corporation 40K $11M $265
    Antero Resources Corporation 258K $10M $40
    Impinj, Inc. 108K $9.8M $91
    Tesla, Inc. 19K $4.9M $259
    Ultragenyx Pharmaceutical Inc. 85K $3.1M $36
    American Airlines Group Inc. 134K $1.4M $11
    Invivyd, Inc. 571K $346K $0.61
    Joby Aviation Inc 31K $190K $6

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