Stanley Druckenmiller / Portfolio / 2019-Q2

    Company Shares Market value Share price
    Microsoft Corporation 5.2M $700M $134
    Amazon.com, Inc. 126K $238M $1.9K
    Netflix, Inc. 534K $196M $367
    Alibaba Group Holding Limited 1M $176M $169
    Adobe Inc. 516K $152M $295
    Uber Technologies, Inc. 2.7M $125M $46
    MercadoLibre, Inc. 195K $119M $612
    Ishares Tr 2.4M $103M $43
    Workday, Inc. 494K $102M $206
    The Home Depot, Inc. 454K $94M $208
    Coupa Software Incorporated 693K $88M $127
    Activision Blizzard, Inc. 1.7M $82M $47
    Abbott Laboratories 916K $77M $84
    Snap Inc. 5.2M $75M $14
    Salesforce, Inc. 482K $73M $152
    PG&E Corporation 3.1M $70M $23
    General Electric Co 6.2M $65M $11
    Illumina, Inc. 171K $63M $368
    Barrick Gold Corporation 4M $63M $16
    Mastercard Incorporated 234K $62M $265
    Fidelity National Information Services, Inc. 493K $61M $123
    Visa Inc. 345K $60M $174
    T-Mobile US, Inc. 766K $57M $74
    ServiceNow, Inc. 201K $55M $275
    PayPal Holdings, Inc. 481K $55M $114
    Sea Limited 1.6M $53M $33
    JD.com, Inc. 1.3M $39M $30
    Merck & Co., Inc. 467K $39M $84
    Intelsat S A 1.4M $27M $19
    Marathon Petroleum Corporation 410K $23M $56
    Agnico Eagle Mines Ltd 419K $21M $51
    Block, Inc. 294K $21M $73
    Incyte Corporation 202K $17M $85
    New Fortress Energy Inc. 1.2M $14M $12
    Ihs Markit Ltd 188K $12M $64
    Cabot Oil & Gas Corporation 396K $9.1M $23
    Micron Technology, Inc. 231K $8.9M $39
    Palo Alto Networks, Inc. 41K $8.3M $204
    Meta Platforms, Inc. 35K $6.7M $193
    DocuSign, Inc. 114K $5.7M $50
    FLEETCOR Technologies, Inc. 18K $5M $281
    Cheniere Energy, Inc. 69K $4.7M $68
    Realpage Inc 75K $4.4M $59
    Autodesk, Inc. 24K $3.9M $163
    Eagle Materials Inc. 40K $3.7M $93
    Fox Corporation 85K $3.1M $37
    Zendesk, Inc. 34K $3M $89
    Alteryx, Inc. 22K $2.4M $109
    Spotify Technology S A 14K $2M $146
    Sony Group Corporation 39K $2M $52
    Twilio Inc. 15K $2M $136
    Wayfair Inc. 13K $1.8M $146
    Smartsheet Inc. 37K $1.8M $48
    Nxp Semiconductors N V 16K $1.5M $98
    Veeva Systems Inc. 8.8K $1.4M $162
    Atlassian Corp Plc 10K $1.3M $131
    Zillow Group, Inc. Class C 23K $1.1M $46
    Qorvo, Inc. 12K $778K $67
    Sailpoint Technlgies Hldgs I 34K $679K $20
    Sprint Corporation 67K $438K $6.6

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