Stanley Druckenmiller / Portfolio / 2019-Q1

    Company Shares Market value Share price
    Microsoft Corporation 5.2M $610M $118
    Ishares Tr 7M $302M $43
    Amazon.com, Inc. 114K $202M $1.8K
    Netflix, Inc. 540K $192M $357
    Adobe Inc. 640K $171M $266
    Alibaba Group Holding Limited 929K $169M $182
    T-Mobile US, Inc. 1.9M $132M $69
    Abbott Laboratories 1.4M $115M $80
    Workday, Inc. 525K $101M $193
    MercadoLibre, Inc. 183K $93M $508
    Ishares Tr 791K $88M $112
    Alphabet Inc. 73K $86M $1.2K
    PayPal Holdings, Inc. 808K $84M $104
    Intuitive Surgical, Inc. 131K $75M $571
    The Home Depot, Inc. 387K $74M $192
    Coupa Software Incorporated 803K $73M $91
    General Electric Co 6.2M $62M $10
    Mastercard Incorporated 238K $56M $235
    Visa Inc. 351K $55M $156
    QUALCOMM Incorporated 948K $54M $57
    Illumina, Inc. 172K $53M $311
    Activision Blizzard, Inc. 1.1M $50M $46
    Fidelity National Information Services, Inc. 390K $44M $113
    Cheniere Energy, Inc. 611K $42M $68
    Agilent Technologies, Inc. 479K $38M $80
    ServiceNow, Inc. 136K $33M $246
    Marathon Petroleum Corporation 541K $32M $60
    Xilinx, Inc. 224K $28M $127
    Analog Devices, Inc. 223K $23M $105
    Tableau Software Inc 183K $23M $127
    Post Holdings, Inc. 204K $22M $109
    Merck & Co., Inc. 266K $22M $83
    Spotify Technology S A 160K $22M $139
    Micron Technology, Inc. 480K $20M $41
    Incyte Corporation 202K $17M $86
    DocuSign, Inc. 331K $17M $52
    Hologic, Inc. 337K $16M $48
    Splunk Inc. 116K $14M $125
    New Fortress Energy Inc. 1.2M $14M $12
    Snap Inc. 1.2M $14M $11
    Ihs Markit Ltd 245K $13M $54
    Southwestern Energy Company 2.3M $11M $4.7
    Cabot Oil & Gas Corporation 396K $10M $26
    Meta Platforms, Inc. 62K $10M $167
    Range Resources Corporation 845K $9.5M $11
    Sprint Corporation 1.6M $8.8M $5.7
    Ac Immune Sa 1.3M $6.7M $5.1
    Atlassian Corp Plc 47K $5.3M $112
    Autodesk, Inc. 31K $4.9M $156
    Nokia Oyj 731K $4.2M $5.7
    Twilio Inc. 31K $4.1M $129
    FLEETCOR Technologies, Inc. 15K $3.6M $247
    Realpage Inc 59K $3.6M $61
    Eagle Materials Inc. 31K $2.6M $84
    Okta, Inc. 26K $2.1M $83
    Carbon Black Inc 106K $1.5M $14
    Worldpay Inc 10K $1.1M $114
    Sailpoint Technlgies Hldgs I 34K $973K $29
    Bottomline Technologies, Inc. 10K $511K $50
    Sea Limited 21K $499K $24
    Canada Goose Holdings Inc 9.6K $459K $48

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